Construction robotics are automatic systems or equipment that are specially developed to carry out construction operations in building structures for residential, commercial, and industrial sectors. The report on the global construction robotics market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on application, business type, end user, and region. The application covered in the study includes demolition, 3D printing, material handling, and surveillance. The report further provides information on business type of construction robotics, which includes new sales and aftermarket. Moreover, the report also covers different end user of construction robotics market, including residential, commercial, and industrial.

Optical communication and networking equipment is a device that utilizes a light that is a signal encoded to transmit information in various types of telecommunications network. It includes wide-area networks (WAN) or limited range local-area networks (LAN), which cross regional and metropolitan areas as well as long-distance international, national, and transoceanic networks. The optical components in optical communication and networking includes optical amplifiers, transceivers, termination devices, tunable filters, and add-drop multiplexers.

出口延续高增长，看好品牌出海大趋势：1）海关总署数据显示，3 月家电行业出口同比+84%（相比2019 年+81%），1Q21 出口额同比+116%（相比2019 年+85%），增长相比于2020 年下半年进一步提速。出口大幅增长主要由于疫情影响下海外供应链中断，订单向中国转移。2）市场担忧，下半年随着海外供应恢复，以及人民币汇率升值，出口增长趋势减弱。我们认为中国家电出口要区分代工出口与品牌出海两个概念，品牌出海是一个中长期的可持续的大趋势。3）近期出海企业受到原材料成本涨价、人民币升值、中美关税恢复等综合影响。我们了解到，我们推荐的重点标的有能力通过提价等方式，向海外消费者转嫁成本，维持全年利润率相对稳定。

过去两年行业在价格战+疫情影响下进入低谷，但当前低库存叠加均价回升下，行业量价复苏趋势已显。对于龙头公司而言，渠道改革后预计后续旺季将有更大弹性，且格力等更有股权激励落地等治理改善看点。

本周（4.12-4.16）计算机行业(中信)指数上涨0.80%，沪深300指数下跌1.37%，创业板指数上涨0.00%。本周有消息传出，两名美国国会代表和参议员要求美国商务部将此前针对华为的禁令范围扩大至14nm 及以下制程的所有中国芯片公司。美国商务部的回复是正在审查当前情况，以确定是否有必要采取进一步行动。信创的崎岖，却可以映射出美国对中国崛起的焦虑，科技自主自强的信创战略不可逆转。独立自主自力更生，继续加大研发力度，全方面超越才是对抗美团实体清单的必然道路。继续推荐东方通、用友网络、绿盟科技、中国长城、中国软件、启明星辰等。

云是明确趋势，板块配置级核心主线。1）技术趋势明确：云是IT 架构演进的必然方向；2）市场趋势明确：中国2020 年IT 开支2.8 万亿元而云渗透率约6.2%（约1782 亿元）远低于全球平均（13.2%），空间广阔有望持续高景气；3）成长趋势明确：业绩持续性、可见性强，机构配置价值凸显。

4 月17 日，华为与北汽极狐联合开发的极狐阿尔法S 华为HI 版车型正式发布，在华为高阶自动驾驶全栈解决方案（ADS）的加持下，该车成为全球首款搭载三激光雷达量产车和全球首款城市通勤自动驾驶量产车。4 月18 日，华为发布HI 五大新品，包括鸿蒙OS 智能座舱、智能驾驶计算平台MDC810、4D 成像雷达、“华为八爪鱼”自动驾驶开放平台以及智能热管理系统TMS，华为表示将持续加大对智能汽车业务的投入力度，预计今年研发投资达10 亿美元，除了与北汽合作外，陆续还将推出与广汽、长安联合开发的车型。

Space rover is a special vehicle designed to traverse over irregular, mountainous topography of extraterrestrial bodies such as planets and asteroids. The design and operation of space rovers depends upon data acquired through satellites that orbit around a celestial body. Rovers are designed to endure extreme atmospheric conditions, are fitted with superior equipment and payload, and are meticulously programmed to operate in accordance with the surroundings. Increase in investments for R&D by major space agencies and on-going advances in design of space rovers are anticipated to increase usability of rovers. For instance, Japan’s space agency JAXA and Toyota are collaborating to build a hydrogen powered rover, named, Lunar Cruiser that would be capable of transporting two astronauts and their gear on the Moon.