全球半导体设备龙头四季度营收环比三季度上升4%，同比增长17%，季度收入屡创新高，本轮半导体设备行业景气度周期是技术节点进步叠加全球经济数字化、产业转移等因素推动，景气度向上趋势相比以往更具持久性。

信越化学此次涨价是继2018 年后三年来的首次提价，主要受中国市场强劲的需求增长以及生产成本上升所致。半导体硅片市场一般采取全球定价策略，由国际龙头厂商率先定价，国内硅片厂商再相继跟随。我们在此前发布的《从硅片角度看，半导体供需差及景气度几何》提到目前国内仅部分6 寸硅片涨价，伴随行业高景气度，其他尺寸有望于今年一季度提价。在此次信越化学旗下硅产品全面涨价后，我们预计其他硅片厂商将会相继跟随，从而带动全球硅片市场进入涨价潮。

本监测报告内容覆盖智能制造装备总体产业，包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业；以关键制造环节的智能化为核心，以端到端数据流为基础，和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。

Holter monitors are small, battery-powered medical devices that record the activities of the heart such as rate and rhythm. The Holter monitor was first developed at the Holter research laboratory in Helena Montana by experimental physicists Norman J. Holter and Bill Glasscock, who initiated work on radio telemetry in 1949. In the early 1950s, inspired by a suggestion from cardiologist Paul Dudley White, efforts were shifted toward the development of a wearable cardiac monitoring device. The Holter monitor was first commercially released in 1962. Since their inception, these devices have been a cornerstone for diagnosing suspected arrhythmias in patients across age groups. Conventional Holter monitors allow continuous registration of three or more leads for 24–48 hours. Latest generation Holter monitors allow continuous electrocardiogram (ECG) registration from 14 days to 60 days. Such prolonged monitoring with Holter monitors will increase the diagnostic yield of devices, especially for rhythm disturbances, which are infrequent yet recurrent.