[金融业,信息传输、软件和信息技术服务业] [2021-03-01]
Supply chain analytics targets to improve operational efficiency and effectiveness by enabling data-driven decisions at strategic, operational, and tactical levels. It incorporates virtually the complete value chain including sourcing, manufacturing, distribution, and logistics. Supply chain analytics helps in increasing productivity, reducing wastage, inventory forecasting, and to improve customer relationship. For the purpose of analysis, the global supply chain analytics market is segmented into component, deployment, enterprise size, industry vertical, and region. The report highlights various components available in the market, which include solution and services. According to enterprise size, the market is classified into large enterprises and SMEs.
[金融业,居民服务、修理和其他服务业,租赁和商务服务业,信息传输、软件和信息技术服务业] [2021-03-01]
A smart parking system typically obtains information about available parking spaces in a particular geographic area or in residential areas and process is real-time to place vehicles at available positions. For the operation of the smart parking the system involves low-cost sensors, real-time data collection, and smart phone enabled automated payment systems. This combination allows people to reserve parking in advance and predicts the parking space location. This system is deployed to reduce car emissions in urban centers and is helpful for people searching a vehicle parking across the city. The smart parking system implies the M2M technologies to properly manage parking supply and also helps one of the biggest problems on driving in urban areas, i.e., finding empty parking spaces and controlling illegal parking. Increased parking concern, growth in demand for IoT-based technology, and surge in number of vehicles that leads to traffic congestion are the factors expected to drive the smart parking market growth during the forecast period. However, high implementation cost and configuration complexity restrain the market growth.
[信息传输、软件和信息技术服务业,金融业] [2021-03-01]
RegTech, which is a combination of the words regulatory and technology, manages regulatory processes within the financial industry via advance technologies. RegTech solutions help businesses to comply with regulations efficiently & less expensively by using advance technologies such as machine learning, biometrics, cloud computing, big data, and blockchain. Moreover, main functions of RegTech include data analytics, regulatory monitoring, risk management, reporting, regulatory compliance, and fraud detection. This report features information on RegTech solutions offered by key vendors. Furthermore, it highlights strategies of key players to improve the market share and sustain competition. Key players operating in the market include ACTICO GmbH, Acuant, Inc., Ascent, Broadridge Financial Solutions, Inc., ComplyAdvantage, International Business Machines (IBM), MetricStream Inc., NICE Ltd., Thomson Reuters, and Wolters Kluwer N.V.
[金融业,批发和零售业] [2021-03-01]
The report focuses on various polymer foams and the major applications including building & construction, transport, packaging, and furniture. It analyzes the current market trends of polymer foam, and related products in different geographies and suggests the future growth opportunities for key market players. In addition, it highlights numerous factors that influence the growth of the global market such as key drivers, restraints, growth opportunities, and the role of different key players. Market segmentation based on type of polymer foam such as polyurethane, polypropylene, and polyethylene is also included, along with the quantitative data in terms of both value and volume.
[金融业,信息传输、软件和信息技术服务业] [2021-03-01]
Over-the-top (OTT) service refer to movies and TV shows, which are delivered directly to digital users without the requirement of cable or satellite television subscription. OTT content can be directly downloaded and viewed on user’s demand over the internet connected to devices such as PC, tablet, smartphone, and console. Presently, over-the-top services are at a relatively nascent stage, and are widely accepted as a trending technology across the globe. For the purpose of analysis, the report segments the globe over-the-top market into component, device type, content type, revenue model, user type, end user, and region. This report further outlines current trends, key driving factors, and key area of investment. In addition, it includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder. This report further features information on over-the-top services offered by key vendors. In addition, it highlights the competitive landscape of the key market players to strengthen their foothold in the industry. furthermore, the report covers strategies adopted by key market players to sustain the competitive environment and increase their market share..
[金融业] [2021-02-28]
2020 年全年农业原保险保费收入815 亿元,同比增长21.3%,远超财险公司整体保费增速(+4.4%),成为仅次于健康险的增速第二大险种。从保费占比来看,2020 年全年农险保费收入占财险公司总收入的6.0%。我们认为,部分农险试点范围的扩大使农险有望在2021 年实现保费规模和保费增速的双重突破,再保险制度的健全使财产险公司居高不下的农险赔付率得到控制并有所下降,促进农险市场健康发展。我
们认为板块相关个股处于估值地位,仍有上升空间,维持“强于大市”评级。
[金融业] [2021-02-28]
2020 年1 月平安寿险个险新单同比+31.04%,在代理人规模止跌回升,提早开门红的情况下1 月新单同比增速恢复明显。整体来看,行业在2020年受疫情影响的低基数效应,将在Q1 乃至Q2 持续造好板块负债端表现。转型痛点代理人规模上涨的预期更强,代理人产能持续修复中,宏观经济恢复对终端保险需求的刺激效应逐步显现。春节后保险指数上涨7.36%(万得全A-1.27%),其中太保A+14.28%、新华A+9.16%、平安A+6.40%、国寿A+5.29%。继续推荐持续进行代理人提质增效改革的平安A 和太保A,以及港股中国太平和友邦保险。
[金融业] [2021-02-28]
1 月保费数据披露确认保险负债端逐步改善,经济复苏、疫情低基数和险企转型有望推动后续价值增长超预期,负债端改善有望延续,预计龙头上市险企全年NBV 实现10%-20%增长。年后通胀预期提升,利率上行利好保险利差扩张,驱动估值修复。保险股资产和负债均有顺周期属性,目前处于历史估值低点,资产和负债两端改善驱动下,估值修复可期。首推中国太保,推荐中国平安,受益标的新华保险。
[金融业] [2021-02-28]
长端利率回升、2021 年“开门红”确定性改善;政策规范行业竞争、支持商业健康险和商业养老险发展,继续看好保险行业的长期配置价值,当前行业股价对应2021 年主要险企估值仅0.6-1.0 倍PEV,维持“强于大市”评级。
[金融业] [2021-02-28]
2020 全年寿险及财险累计保费收入均实现正增长,寿险保费增速复苏明显,寿险行业正处于持续修复阶段。财产险行业全年受综合车险改革影响,全年增速明显低于寿险行业。但12 月车险单月件均保费增速回暖明显(单月同比增速90%),车险综合改革“增额”效果显著,度过阵痛后的财险改革有望稳步推进。当前保险板块2021 PEV 为0.79,处于估值低位,布局顺周期低估值的保险板块正当时。