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。

Acoustic emission testing involves application of localized external force that results in generation of stress waves. These waves are transmitted toward surface, where they are detected by the sensors. The data is recorded and analyzed to determine defect within the specimen under testing. Acoustic emission system is integration of sensors, preamplifiers, data acquisition devices, and connectors. The requirement of sensors varies according to the end use. The scope of the report discusses the potential opportunities for the key players to enter the global acoustic emission equipment market. Furthermore, it provides an in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. Moreover, it features the strategies adopted by the key market players to maintain their foothold in the market.

投资建议：拐点确认，业绩增长有望逐季加速，配置价值凸显家电：2020Q3 家电板块将确立两年周期下行后首个量价复苏的拐点，我们预计核心龙头公司将实现两位数收入增长，同时受益于规模增长与价格战结束，利润增速有望快于收入。

据产业在线数据，7、8 月，空调、冰箱内销保持正增长态势，外销增长势头强劲，洗衣机内外销同比降幅缩窄。前期疫情和价格战的影响逐渐缓解，白电行业均价持续回暖。厨电板块受益于前期竣工利好兑现，需求明显改善。Q3 小家电行业增速环比放缓，但仍延续高景气度，厨房和清洁类小家电表现亮眼。我们预计，Q3 白电、厨电行业收入小幅改善，小家电行业收入同比增速有所放缓。

对于监管和流动性环境的改善，金融IT 整个板块有较强敏感性，特别是2014-2015 年牛市期间的股价表现非常突出。实际自2018 年11 月，我们就一直把握金融IT 关键要素，报告《监管政策现趋缓信号，金融IT 领军优先受益》前瞻提示政策拐点。

提供2020Q1-Q3 主要公司（43 家，市值占比约80%）的累计收入、累计利润、预测方法。比中报时预测增速明显高，验证加速。

由于计算机行业公司分布于国民经济各个细分赛道信息化领域，上市公司也往往布局了多个下游子行业，因而大量碎片化数据信息难以在投资中形成较好的量化支撑。基于这一现状，在本系列报告中，我们意图通过收集行业数据和分拆上市公司财务数据，从子行业的各产业链环节中把握更多行业景气度信息。