Vehicle electrification is associated with a range of electric powered technologies majorly used to drive the vehicle. The range of technologies gets the power from electricity source and perform the task to attain the desired output. The vehicle electrification market has witnessed significant growth over the years, owing to increase in inclination toward electrically driven technology in the automotive to reduce the weight, enhance fuel efficiency, and optimize output requirements. Vehicle electrification is gaining traction as it is substitute solution to traditional hydraulic and mechanical systems.

Computer on module is a subtype of an embedded system. COM solutions are usually very compact and highly integrated. COMs are based on industry standards with long life cycles and help customers reduce the time-tomarket for new products. Computer on modules are built up by integration of different components in a single module. The component of the COM includes processor, RAM, heat sink, chipset, operating system, and other peripherals. The computer on module allows designers to customize their carrier boards with the functions they need, allowing them to build a perfect embedded carrier board to fit their chassis.

Robotic process automation (RPA) is an emerging technology that helps automate routine business practices through software bots to imitate human actions for completing repetitive tasks across the enterprise. Its use cases range from telecom to retail, banking to accounting, healthcare to HR, and IT. RPA helps enterprises in processing a transaction, triggering responses, manipulating data, and communicating with other digital systems. The implementation of RPA enables benefits such as better customer experience, lower operational risk, improved internal processes, and reduced cost & improved efficiency.

本周（2021 年1 月18 日-2021 年1 月22 日）上证综指上涨1.13%，深证成指上涨3.97%，创业板指上涨8.68%。本周一级行业指数中通信板块跌幅为1.44%。本周通信行业重要事件中，中国电信启动2021 年基站天线集采项目、无源器件集采项目；发改委新闻发布会强调5G、工业互联网等建设；三大运营商公布2020年全年用户数量，中国电信用户数量增长较多、内蒙古移动“5G+行业应用创新基地”在林格尔新区挂牌成立；美国拜登政府正式上台、韩国运营商LG U+将于2021 年6 月底终止2G 服务、巴西政府将允许华为参与5G 频段拍卖。5G 从“可用”到“好用”的进展有望再加速推进，维持对通信的“看好”评级。

本周，三大运营商相继披露发布了12 月份运营数据报告，三大运营商2020 年全年的运营数据全面出炉。同时，工信部披露2020 年通信业统计公报及2020 年通信业主要指标完成情况。

2020 年Q4 通信板块占基金总持仓比重约为0.65%，较上季度（0.91%）再次出现小幅度下降，通信行业持仓由2020Q1（2.26%）下滑到2020 年Q4 的0.65%。通信板块持有总市值持续下降，2020 年Q4，基金重仓持有通信板块总市值为187.74 亿元，较Q3（202.52 亿元）环比下降7.3%，较2019Q4（172.59 亿元）同比增长8.78%，通信持仓持续走弱。通过3G 末期和4G 初期阶段来看，我们认为，随着数据流量的提升以及5G 下游应用的落地，将会有望带动通信板块趋势向好。

5G规模建设开启 ，云计算进入实质性落地阶段 ，5G应用加速发展 ，2021 年建议沿着四条主线 5G基建、云计算 、5G新应用 、军工信息化布局优势白马标的和优质成长公司 。

彩电线下均价持续回调，高端市场份额稳步增长；大屏彩电竞争力强化，中小屏基本退出TOP20热销榜单。冰箱市场上，法式、十字结构、价格双增长，2020年大盘在涨价潮中落幕；TOP20集中度显著回落，十字产品占据半数。冷柜市场的主力机型均价整体环比上升，海尔机型稳居TOP前三行列。

Smart meter data management is a software, which is used to validate, store, and make pre-processed meter data available for upstreaming the business application. In addition, smart meter is used by various key vendors for different purposes, which include helping organizations to manage their revenue by improving the meter quality & billing quality, providing accurate bill to end users, and helping consumers to improve their energy efficiency. The smart meter management system offers various advantages over the tradition metering system, including detection of energy theft, estimate meter readings, and better overall energy efficiency.

根据奥维云网的监测，12 月油烟机线上、线下（仅代表样本数据，下同）零售额分别为11 亿元、3.95 亿元，同比增长+28.6%、-8.7%；1-12 月线上、线下零售额分别为117.6 亿元、55.1 亿元，同比增长+13.1%、-16.7%。