展望下半年，数字化向纵深发展，海量数据带动AI、半导体等基础算力提升，智能化将加速推进。在全球复杂的政治经济环境下，重点领域的广义国产替代为科技产业提供强力支撑。智能汽车作为数智化趋势下进展最快的场景，将带动智能化、电动化产业链的快速推进。个人与企业的数智化孕育新的增量场景。互联网平台经济有望企稳复苏。国内科技板块经过前期调整，估值性价比已较为突出。建议重点关注智能汽车、半导体、云计算、物联网、工业软件、互联网平台以及信创等相关领域的龙头公司。

Establishments described in this report are primarily participating in the temperature sensor market. A temperature sensor is a device used to measure temperature. This can be air temperature, liquid temperature or the temperature of solid matter. There are different types of temperature sensors available and they each use different technologies and principles to take the temperature measurement.

在宏观不利因素持续和消费情绪低迷的影响下，品牌方和商户在今年的618促销活动中采取了较往年而言更为谨慎的运营策略，电商平台也更加注重运营效率和对商户的扶持。据星图数据，2022 年618 促销期间（5 月31 日至6 月18 日）全网销售额为人民币6,959 亿元，其中综合电商GMV 为5,826亿元，同比微增0.7%，同比增速较2021 年618 的26.5%有较明显放缓，我们认为主因宏观不利因素影响及来自直播电商平台的竞争加剧。但随着疫情影响逐步消退，经济刺激政策逐步传导至消费端及电商行业整体面临相对较低的可比基数，行业在线零售GMV 增长在2H22 或有望重新加速。

4 月交付量环比近乎腰斩的造车新势力在5 月迎来了回暖。5 月理想汽车交付量为 11496 辆，环比增长 175.88%，同比增长 165.93%，问鼎造车新势力月销量排行榜第一 。小鹏汽车交付量为10125 辆的交付成绩，环比增长12.48%，同比增长78.07%，排名造车新势力月销量排行榜第二。相对而言，5 月蔚来汽车在蔚小理三家中表现相对较差，交付量垫底。5 月蔚来汽车交付量为7024 辆，环比增长38.43%，同比增长4.66%。理想首次披露L9 相关数据和新闻，正式发布时间为6 月21 日，8 月正式交付用户，CEO 李想披露L9 交付数据预期较为乐观。

根据SEMI，2021 年半导体设备销售额1026 亿美元，同比激增44%，创历史新高。大陆设备市场在2013 年之前占全球比重低于10%，2014~2017 年提升至10~20%，2018 年之后保持在20%以上，份额呈逐年上行。2020-2021 年，国内晶圆厂投建、半导体行业加大投入，大陆半导体设备市场规模首次排市场全球首位，占比28.9%，2021 达到296.2 亿美元，同比增长58%。展望2022 年，存储需求复苏，韩国预计将领跑全球，但大陆设备市场规模有望保持较高比重。

Establishments described in this report are primarily participating in the smart coatings market. Smart coatings are special films with predefined properties that make them sense and respond to environmental and other external stimuli. The coatings' self-healing and self-repair properties make them suitable for corrosion protection, material protection and other surface improvement applications.

Establishments described in this report are primarily participating in the visual analytics market. Visual analytics is an outgrowth of the fields of information visualization and scientific visualization that focuses on analytical reasoning facilitated by interactive visual interfaces.

Establishments described in this report are primarily participating in the vision sensor market. Vision sensors use images captured by a camera to determine presence, orientation, and accuracy of parts. These sensors differ from image inspection “systems” in that the camera, light, and controller are integrated together, which makes the unit's installation and operation simple.

Establishments described in this report are primarily participating in the virtual router market. Virtual router is a software-based routing framework that allows the host machine to perform as a typical hardware router over a local area network. A virtual router can enable a computer/server to have the abilities of a full-fledged router by performing the network and packet routing functionality of the router via a software application.