[计算机、通信和其他电子设备制造业] [2021-10-30]
(1)保利协鑫能源在徐州1 万吨产能量产,我们粗略估计这表明成功概率可能超60%;
(2)上机数控和协鑫合资生产颗粒硅:下游客户亲自下场,表明成功概率可能超过70%;
(3)晶澳采购15 万吨颗粒硅,隆基、中环、双良均采购颗粒硅,表明成功概率可能超80%;
(4)如近期协鑫徐州新增2 万吨量产成功,将进入复制阶段,表明成功概率可能超90%;
(5)如果明年包头(上机数控和协鑫合资)、乐山基地大规模量产,基本判断100%成功。
[计算机、通信和其他电子设备制造业,电气机械和器材制造业] [2021-10-30]
10 月26 日上证指数下跌0.34%,沪深300 下跌0.34%,创业板综下跌0.28%, 中证1000 下跌0.31%。Wind 11 个一级行业分类中,信息技术、工业和电信服 务指数分别实现0.28%、-0.24%和-0.90%的涨跌幅。
[计算机、通信和其他电子设备制造业] [2021-10-30]
基金三季报披露完毕,计算机持仓进一步回升。通过对基金前十大重 仓股进行估算,2021 年Q3 计算机板块(中信计算机成份股)占基金总 持仓比重约为4.04%,延续了今年Q1 以来触底回升的态势。以同期计 算机(中信)指数市值占比3.81%作为标准配臵参考,2021 年Q3 计算 机行业超配比例为0.23%。
[计算机、通信和其他电子设备制造业] [2021-10-30]
本报告期计算机行业跑输大盘,计算机行业下跌1.49%,沪深300 指数 上涨0.60%,计算机行业指数跑输2.09pct,位于申万一级28 个行业中 的第16 位。
[计算机、通信和其他电子设备制造业] [2021-10-30]
新能源汽车等下游应用需求高起带动第三代半导体在大功率电力电子器件 领域起量。快充装置、输变电系统、轨道交通、电动汽车和充电桩等都需要 大功率、高效率的电力电子器件,基于SiC、GaN 的电子电力器件因其物理 性能优异在相关市场备受青睐。AIoT 时代,智慧化产品渗透率将迅速提 升,智能家居照明的商机空间广阔。GaN 在蓝光等短波长光电器件方面优 势明显。5G 时代驱动GaN 射频器件快速发展。GaN 器件工作效率和输出 功率优异,成为5G 时代功率放大器主要技术。
[计算机、通信和其他电子设备制造业,信息传输、软件和信息技术服务业] [2021-10-30]
Businesses are increasingly required to provide responsive, personal, and adaptable customer service by answering questions, solving problems, and giving advice to customers in a conversational, human, and effective way. With the increase in the number of connected devices with cameras and the millennials becoming a key consumer segment, driving a shift in consumer behavior, the demand for visual communication is rapidly increasing. Visual engagement refers to real-time collaboration with customers on channels that incorporate a dynamic visual element. Visual engagement tools—video, cobrowsing, screen sharing, and annotations—can help agents to better support customers and connect emotionally with them. The incorporation of visual engagement into the customer journey has created more effective and human interactions between customers and organizations, enhancing not only the CX, but also the agent experience (AX).
[计算机、通信和其他电子设备制造业,仪器仪表制造业,医药制造业] [2021-10-30]
The concept of aesthetic treatments using radiofrequency is not new and has been in the industry for well over a decade. However, the level of innovation has significantly increased during recent years. Prominently, the number of regulatory approvals and new offerings has increased during the pandemic. The global radiofrequency-based aesthetic devices market features a highly complex and competitive technological landscape. Technology is one of the primary differentiators in this field. Consequently, companies put a strong emphasis on the development of intellectual property (IP). Companies operating in the market have a vast array of products lined up, each of them compatible with their proprietary technology.
[仪器仪表制造业,计算机、通信和其他电子设备制造业,信息传输、软件和信息技术服务业] [2021-10-29]
A femtocell is a fully featured, low-powered, small, cellular base station. A femtocell is connected to a mobile number service provider network by a typical broadband and cable service. Femtocells are small and they can replace Wi-Fi routers. They are basically designed for residential or office establishments. The femtocells that are designed for home support around four connections, whereas commercial femtocells typically support connections up to 16 users. This is a cost-effective solution that is used for high-speed internet. The report focuses on the growth prospects, restraints, and femtocells market analysis. The study provides Porter’s five forces analysis of femtocell industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the femtocells market trends.
[医药制造业,计算机、通信和其他电子设备制造业] [2021-10-29]
The Food and Drug Administration (FDA) regulates medical devices in the U.S. to ensure their effectiveness and safety for patients and users. The FDA's Center for Devices and Radiological Health (CDRH) oversees regulating these firms. The FDA must approve every company involved in the manufacturing, packaging, labeling, and/or sale of medical devices sold in the U.S. Electrocardiographs are classified into Class II categories of medical devices in the U.S. These systems are considered as medical devices through the Federal Food, Drug and Cosmetic (FD&C) Act. Diagnostic imaging systems are classified under the category of non-501(k)-exempt Class I and Class II medical devices and do not follow the Pre-Marketing Approval (PMA) pathway by U.S. Food and Drug Administration (FDA). In 501(k) pathways, any new diagnostic imaging devices under Class I and Class II should be legally marketed and should have a clear definition of technological characteristics, applications, and indications.
[仪器仪表制造业,信息传输、软件和信息技术服务业,计算机、通信和其他电子设备制造业] [2021-10-28]
Anticipated growth in control center market can be attributed to growing urbanization and industrialization, increasing demand for industrial automation and mechanization, expansion of manufacturing sector, increasing industrial plant uptime, and rising use of electric motors in key industries such as chemicals & petrochemicals, power generation, metals and mining. Additionally, growing awareness and regulations pertaining to energy saving are further expected to positively influence the control center market in the forecasted period. The rising investment in smart industries will enhance the demand for industrial control panels and hence Asia and Latin America are expected to pose a strong growth momentum for the global control center market over the forecast period. The manufacturers and installers are having wider opportunity to enhance their revenue by capturing new contracts or orders over the forecast period. Further, the growth renewable energy production and distribution have also positively influenced the installation of new industrial control center