[仪器仪表制造业,计算机、通信和其他电子设备制造业] [2024-12-26]
Global Semiconductor Industry 20 June 2024 En - Industry Report - Q2 2024
[仪器仪表制造业,计算机、通信和其他电子设备制造业] [2024-12-26]
Global Semiconductor Industry 27 June 2024 En - Industry Report - Q2 2024
[电气机械和器材制造业,仪器仪表制造业] [2024-12-26]
Global Micro Battery Market Research Report Data Analysis By Component (Electrodes, Electrolytes, Substrates, Current Collectors, and Others), By Type (Thin Film Battery, Printed Battery, and Solid State Chip Battery), By Product
[电气机械和器材制造业,仪器仪表制造业,铁路、船舶、航空航天和其他运输设备制造业] [2024-12-26]
Over 80% of the volume of international trade in goods is carried by sea, and the percentage is even higher for most developing countries. In 2020, maritime trade contracted by 3.8% reflecting an initial shock, but it rebounded later in 2021. IMO also forecasts that maritime trade could increase between 40% and 115% by 2050 in comparison to 2020 levels. Many factors influence this growth, including general economic conditions, rising population, increasing globalization. The continuous global economic growth is also spurring demand for shipments of energy products and other goods. In addition, growth in the manufacturing and industry sectors and improved socio-economic standards in emerging markets may increase demand for goods. With rising maritime trade, the demand for efficient and environment friendly marine engines used in these cargo ships are also expected to rise. Thus, driving the growth of the market
[仪器仪表制造业] [2024-12-26]
Global Industrial Valve Market Information by Valve (Ball Valve, Butterfly valve, Check valve, Pinch valve, Plug valve, Globe valve, Gate valve, and Others), By Material (Stainless steel, Cast iron, Alloy-based, Cryogenic, and Othe
[计算机、通信和其他电子设备制造业,仪器仪表制造业] [2024-12-26]
Global Semiconductor Industry - Industry Report - Q2 2024 - May 09, 2024
[仪器仪表制造业,电气机械和器材制造业] [2024-12-26]
Rise in demand for eco-friendly and cost-effective energy solutions ▪ Growing interest of industry players toward renewable energy storage solutions
[电气机械和器材制造业,仪器仪表制造业] [2024-12-26]
Grid-forming Inverter Market Research Report Information By Type (micro inverters, string inverters and central inverters), By Power Rating (below 50 kW, 50-100 kW, and above 100 kW), By Voltage (100-300 V, 300-500 V and above 500
[电气机械和器材制造业,仪器仪表制造业] [2024-12-20]
需求:国内增长超预期,海外26年需求提速 供给:产业链周期底部确立,龙头率先复苏 新技术:固态电池研发进展提速,复合铜箔即将量产
[计算机、通信和其他电子设备制造业,专用设备制造业,仪器仪表制造业,电气机械和器材制造业] [2024-12-19]
1)家电年度策略观点:内需、外需景气转折之年。受益补贴政策,家电经营压力有所缓解+龙头强阿尔法,业绩支撑有保障。 ➢ 选股思路:推荐各个家电子板块的具有强阿尔法属性的行业龙头,推荐白电行业龙头海尔智家、美的集团、海信家电。 (2)成立关键假设 ➢ 龙头企业有强逻辑作为业绩支撑。家电龙头有各自的特色逻辑和看点,业绩的确定性需要自下而上发掘阿尔法。