This research service analyzes the global professional headset market. Professional headsets include corded and cordless headsets that are used in conjunction with enterprise endpoints integrated with the rest of the enterprise communications infrastructure (premises-based or hosted/cloud-based call-control systems). While shipments are based on units of headset tops, revenue includes headsets plus related infrastructure such as amplifiers, direct connect cables, digital adapters, charging base stations, lifters, headset software and other headset accessories.

This study analyzes the global gear pump market and its growth prospects in the short, medium, and long terms. COVID-19 has created unforeseen circumstances for businesses around the world, affecting the overall growth of the manufacturing sector. This research offers a growth outlook for the global gear pump market during the next 5 years. The gear pump sub-products included in this study are internal and external gear pumps, which differ in design. The internal gear pump has an outer gear that drives the inner gear when it turns. In the external gear pump, the gears rotate against each other.

Social media analytics is a fragmented market with the presence of major vendors across the United States and Europe. Asia-Pacific is expected to record the highest CAGR due to the rapid digitalization and increasing brand awareness; the Middle East and Africa are likely to remain stagnant. The social media analytics market has experienced significant growth globally over the past decade and will continue to expand rapidly through the next 5 years. The emergence of small and mid-size vendors offering social media tools as standalone and primary products is noteworthy. The big players offering customer relationship management (CRM), sales, and marketing tools have penetrated the market with add-ons that offer social media monitoring and analytics.

The semiconductor industry is observing higher demand for IT components, peripherals, and consumer electronics than it did in 2019. This could be due to the pandemic, the enforced work-from-home situation, and the contactless functioning of many essential and non-essential services. The auto semiconductor space is highly fragmented; therefore, it has a complicated value and revenue split across Tier I, Tier II, and Tier III suppliers. Tier III suppliers posses wafer-level capabilities; hence, this level is highly consolidated and dominated by a few manufacturers from Asia. The current crisis is due to Tier III suppliers' inability to meet the sudden spike in demand from all consumer segments, particularly from automotive.>

我们认为一个能提供良好用户体验的元宇宙需要长期的信息基础设施投资。元宇宙基础设施主要包括互操作系统、价值结算系统、信息基础设施、内容生产系统等环节。参考移动互联网的发展规律，我们认为元宇宙投资会沿着引擎芯片等设施、ARVR 终端、元宇宙平台、应用的顺序发展。建议投资人关注（1）提供底层支撑的高性能计算芯片和服务器（工业富联），（2）提供深度沉浸体验的近眼显示（京东方），（3）摄像头等传感器（舜宇，韦尔，歌尔），（4）提供高速率低时延通信的光模块（中际旭创）和边缘计算企业。

新基建加速布局，矿山智能化成为发展趋势。矿山智能化建基于矿山自动化、信息化、数字化所取得的成果。其中，煤矿智能化率先进入起步阶段，目前智能矿山产业链全面升级，生产模式优化，整体呈现上游零部件的适配性提升，与下游需求指数级上升的双重态势。而在上下游高景气的大背景下，映射至矿山生产环节的智能化迫在眉睫。煤矿在“需求+供给”双重驱动下，智能矿山市场规模持续扩张。

团购外卖增速最高，短视频维持较高增速。12 月TOP1W 应用行业分布变动较小。MAU 方面，团购外卖环比增涨3.71%，综合商城保持规模第一，环比减少-1.22%，短视频其次，MAU 环比增长1.44%。小程序方面，看一看+与美团优选前二地位稳固。2021 全年上榜情况来看，看一看+有9 次上榜并7 次位居第一，美团优选9 次上榜均进入前五且6 次位居第二，二者地位稳固。拼多多、快手、通信行程卡、京东、同程、美团外卖均是前十常驻选手。

中美G2 的大国博弈下，展望未来，我们认为国产替代和创新浪潮将是未来科技行业的核心主轴。（1）国产替代：随着美国对于华为、中兴、中芯国际等中国企业的持续打压，以华为为首的中国科技企业正在逐步在零部件供应链、半导体供应链、操作系统等方面推进国产替代。（2）智能创新：未来5G 时代是万物智能的时代， 5G+AICDE（AI、IoT、Cloud、Data、Edge）将激发产业级互联网海量的应用空间，VRAR和智能汽车趋势渐起。

2021年量价均超我们预期，看好2022年及中长期需求放量！2021年是光伏全年平价首年，但遭遇了工业硅、硅料、EVA粒子、IGBT等上游原材料价格不断上涨，组件、EPC系统价格均维持高位，产业链博弈氛围较浓，导致排产波动较大。但2021年需求大超我们预期，国内装机我们预计超60GW，其中我们预计户用20GW+，工商业9GW+，不断涨价的背景下，装机量仍超我们预期，叠加电价涨价市场预期下，行业中长期增长空间进一步打开。2022年H1将有超15万吨新增硅料产能释放，开启产业链真正大幅降价。国内全面平价开启，逐步构建起以3060为中心的“1+N”政策体系，整县推进、风光大基地、碳减排支持工具等N项配套政策逐步落地，支持3060目标完成。海外电价上涨，对光伏价格接受度较高，且欧盟2030年碳减排55%、2050年碳中和，美国2035年无碳电力、2050年碳中和，新能源呈现持续增长趋势。我们预计2022年国内装机需求80GW+，同增35%+，其中分布式市场仍将快速增长，我们预计国内户用市场需求达30GW+，工商业市场需求达15GW+，海外140-160GW，全球光伏装机将达220-230GW，同增41%。

北京时间1月18日晚，据微软官网，微软公司（MSFT US）将收购知名游戏开发商动视暴雪（ATVI US），此次交易价值将达687 亿美元，成为游戏行业历史上金额最大的收购交易。据微软公司声明，此次交易将助力公司横跨移动、PC、主机及云端的游戏业务加速增长，同时也将为元宇宙提供建设基石。全球巨头企业正持续布局元宇宙，精品游戏研发商有望为元宇宙建设提供基石，我们建议关注优质游戏厂商及元宇宙领域投资机会，A 股推荐三七互娱、完美世界、吉比特等，以及元宇宙产业链相关标的。