The global navigation satellite system (GNSS) industry plays an important role in determining the position, estimating the time to reach a certain place, locating the positions of the car, and viewing the traffic on the route. In last five years, there was a rapid growth in commercial applications of GNSS. The advancement in technology and increasing interest in positioning techniques based on GNSSs, such as GPS, cellular network infrastructure, or the integration of two technologies for applications, such as automatic vehicle location (AVL), tracking systems, and navigation, have led to the development in navigation systems in various countries, such as United States, India, and China.  Consumer preference toward better driving experience and easier navigation acted as a major propellant for the growth of the automotive navigation systems market. Spike in sales of luxury vehicles with factory installed navigation systems has further pushed the market growth of automotive navigation systems.  Improving e-commerce and developing logistic infrastructure created a demand for on-time delivery, resulting in employment of navigation systems in LCVs. In 2019, the European automotive navigation systems market was the largest market, globally, with a share of over 36%.

Automation as a service is a suite of services such as consulting, installation, maintenance, and support that are associated with business or industry automation. Automation is achieved by implementing disruptive technologies and adopting various robotic or autonomous systems that are capable to operate without or minimum human interference. Advent of robotic technologies in operational systems is a major factor that is expected to propel the market growth during the forecast period. This growth of the market is attributed to robotic technologies that have the capability of being integrated in different systems and then execute the existing flow of processes in a more optimized way. Furthermore, the demand for autonomous systems that are capable to handle tremendous amount of data in today’s digital era also boosts the growth of the global market. As these systems respond to data extraction and reporting requests at a rapid pace, they are expected to fulfill the high-speed content demand from consumers. The report features information on automation as a service offered by the key market players. Furthermore, it highlights the strategies adopted by the major market players to improve the market share and sustain competition.

本周计算机行业(中信)指数下跌 5.65%，沪深 300 指数下跌 2.27%，创业板指 数下跌 3.66%。受中美摩擦升级，市场风险偏好回落，继续持有确定性强的一线龙头， 并布局有望超预期的二线品种，首选仍然是云计算、医疗信息、信创。两会后党政口信 创招标有望启动，鲲鹏产业链由于备货较足中短期并不受影响，关注神州数码、中科曙 光、太极股份、中国软件、中国长城、诚迈科技、东方通、卫士通等细分龙头；云计算： 疫情推动，中长期看云化会加速，关注用友网络、金山办公、优刻得、金财互联、深信 服、广联达、浪潮信息等；医疗信息：发改委和网信办联合发文首提推进互联网医院首 诊制，关注卫宁健康、创业慧康等。其它关注网安：拓尔思（招标数据显示订单恢复快 速增长）、启明星辰、美亚柏科、格尔软件、中新赛克；车联网：千方科技、中科创达； 金融科技：恒生电子、古鳌科技、长亮科技等。

工业互联网连续三年写入《政府工作报告》，今年以来政策频发，作为 新基建重要组成部分，工业互联网建设成为制造业转型升级、发展智能 制造的核心。当前工业互联网建设进度快于顶层政策规划，标识解析已 经完成 5 个国家顶级节点、55 个二级节点的上线运营，标识注册量超 过 37 亿个。此外，还完成了 10 个跨行业、跨领域工业互联网平台的遴 选、153 个试点示范项目的落地、4 个国家级示范基地的建设，提前完 成了 2020 年顶层政策的规划。我们认为工业互联网在新基建政策的驱 动下，建设进度有望加快。我们根据顶层政策要求 2025 年实现百万企 业上云的发展目标，测算 2025 年工业互联网核心产业市场规模有望达 到 1.24 万亿，发展空间广阔。

C-V2X 是基于 3GPP 的全球统一标准的车联网无线通信技术，包括 LTE-V2X 和 5G-V2X 及其后续演进。其中 C 指的是蜂窝，V2X 指的是将 车辆与一切事物相连接的新一代通信技术，其中 V 代表车辆，X 代表一切 可以与车辆进行信息交互的对象，主要包括车、人、交通路侧基础设施和 网络。基础应用涵盖驾驶安全、交通效率、信息服务三大类，包括前向碰 撞预警、紧急制动预警等十七个典型应用。高级应用定位于协同类应用， 包括编队行驶、高级别自动驾驶、电动汽车动态路径规划等。

5 月 23 日，阿里云公众号对外披露，2019 年阿里云实现营业收 入 400 亿元，同比增长 62%，6 年间阿里云增长了 31 倍。

农村土地流转改革持续推进，但市场对这一改革可能存在一些认识误区。改革可能有利于降低生产要素价格，助力城乡均衡发展，推动经济和社会进步。

2020 年4 月29 日三星发布2020 年Q1 季度报告，并召开业绩说明会。2020 年Q1，公司营收55.33 万亿韩元（约合450 亿美元），同比增长5.61%，环比下滑7.6%；归母净利润4.89 万亿韩元（约合39 亿美元），同比下滑4.3%，环比下滑6.5%。