玻璃基板性能优异，有望引领基板发展方向。受益 AI 算力激增，玻璃基板成为英伟达、英特尔、苹果等海外龙头厂商提升芯片性能的主要发力方向。玻璃基板具有耐 热性高、热膨胀系数低、电绝缘性高、机械强度高和链接间距小等优点，规模化生产后有望实现降本，将成为引领基板发展的革新力量。玻璃基板位于产业链中游，上游为硅砂、石英等原材料，下游覆盖面板、IC 封装、CMOS、MEMS 等领域。玻璃基板生产工艺复杂，主要制备技术包括表面处理、表面图形制造等。

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

Based on type, the global automated external defibrillator market is segmented into fully automated external defibrillators and semi-automated external defibrillators. A defibrillator is a device that gives a high-energy electric shock to the heart of someone who is in cardiac arrest. This high-energy shock is called defibrillation, and it is an essential part of trying to save the life of someone who is in cardiac arrest.

我们认为本轮设备更新效果可能是一轮小的类似 2016-2018 年的供给侧改革，策略角度看，设备更新满足自上而下意图明确、想象空间广阔、催化剂密集三大要素，有望成为贯穿全年的主题性投资机会，涉及的投资机会主要包括四大方向：（1）先进设备更新：工业母机、仪器仪表、农机；（2）数字化转型：电子元器件、通信设备、数字基建；（3）绿色装备推广：工业金属、白电、电机；（4）本质安全及传统设施更新：石油化工、民爆、固废处置、工程机械。

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

The robotic-assisted surgery systems market (henceforth referred to as the market studied unless specified otherwise) is estimated to be USD 9,915.98 million in 2024. It is expected to reach USD 18,712.20 million by 2029, registering a CAGR of 13.54% from 2024 to 2029 (henceforth referred to as the forecast period).

PCB 行业 24Q1 显著修复，AI 引领新一轮增长。PCB 板块 24Q1 呈现明显的淡季不淡特征，核心在于需求复苏以及各大厂商修炼内功，产品结构持续优化。往后展望，AI 有望成为带动 PCB 行业成长的新动力，同时伴随整机集成度的提升，HDI 用量有望持续增长，国内对算力 PCB 布局的公司有望核心受益。此外覆铜板行业经历前两年的去产能过程，当前产品价格已处底部区间。伴随下游需求复苏以及上游原材料价格上涨，覆铜板价格在 24 年有望 持续上行。

Robot waiters, also known as robotic waiters or server robots, are a type of robotic system designed to assist with serving food and beverages in restaurants, cafes, or other hospitality establishments. These robots are typically equipped with various sensors, cameras, and mechanical components that enable them to perform tasks related to serving customers. They usually do not take orders, and they are highly skilled at delivering dishes to customers and removing empty plates. They are not independent operators. Human restaurant staff play a crucial role in tasks such as preparing orders, guiding the robot, and loading it with dirty dishes.