6 月我国官方制造业PMI 50.9%，比上月上升0.3 个百分点。构成制造业PMI 的五大分类指标中，生产指数、新订单指数和供应商配送时间指数均高于临界点，原材料库存指数和从业人员指数均低于临界点。

2020年5月，全球疫情影响持续，海外市场需求承压导致光学公司整体表现弱于4月，然国内疫情显著缓解使相 关产业链厂商出货改善。其中舜宇光学5月手机镜头/CCM出货量同比-8.6%/+20.3%，客户结构差异致公司出货表现分化， 车载镜头出货量同比-35%，主要源于欧洲车厂生产停滞短期承压；大立光5月营收同比-23%跌幅扩张，主要源于高端机型 Q2面临销售淡季，未来若海外销售因疫情得到控制逐渐恢复，公司出货有望出现改善；玉晶光受益于产品结构优化与A客户 SE新机拉动，5月业绩同比+46%；由于终端手机市场受疫情影响需求承压，丘钛科技5月出货再次转跌，同比-5.3%。展望 二三季度，海外疫情升级及逐渐恢复背景下，光学行业预计转向供需均衡，相关产业链公司订单能见度或将短期承压。我们 认为二季度疫情在海外扩散及逐步受控，终端消费电子需求或将在未来短期阶段性承压，但中长期来看，受益于2020年5G 换机潮、光学元件升级的预期，预计光学行业量价齐升趋势不改。

The global adult diapers market is analyzed on the basis of its prospects and future growth rate. The report highlights numerous factors that influence the growth of the market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. The report is analyzed by product type, which includes pant type, pad type, tape type, and others. Furthermore, it includes revenue generated from the sales of adult diapers across North America, Europe, Asia-Pacific, and LAMEA.The degree of industry attractiveness in the adult diapers market is analyzed on the basis of impact of five major forces on the market. Porter’s five forces analysis includes the impact of suppliers, industry rivals, new entrants, substitute products, and buyers on the market growth.

This report on the global automatic doors market presents a detailed analysis of the trends, future estimations, and thorough study of the market on the basis of type, end user, and region. The study estimates the revenue generated from the sales of various types of automatic doors such as sliding, swinging, folding, and others. Moreover, it provides information on end users such as commercial, industrial, and residential. In addition, the report covers the revenue generated from the sales of products related to automatic doors offered in regions such as North America, Europe, Asia-Pacific, and LAMEA. It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the automatic doors market. Furthermore, the report provides information about the strategies adopted by the key players to sustain the competition and increase their market shares.

In asymmetric warfare, the opposing sides have unequal military resources. Generally, in these types of warfare, the weaker opponent uses unconventional methods and tactics, to exploit the vulnerabilities of the enemy. The use of remote weapon stations is one such tactic, where the operator firing the weapon is in a safe area, away from the weapon. Remote weapons allocate risk asymmetrically, allowing those who use these weapons to minimize their exposure to risk, while their opponents can be easily attacked. The growth in insurgent groups, with better awareness of the local battlefields, has necessitated the demand for methods and techniques for mitigating these threats, especially in counterinsurgency operations. Non-state actors have started employing the techniques and tactics of asymmetric warfare, and conventional forces require new capabilities to become successful in modern combat situations and post-conflict scenarios. In this regard, the use of remote weapon systems is becoming widespread in several anti-terrorist and counter- insurgency operations.

The roles of independent fighting groups are continuously evolving in the modern battlefields. Data from recent combat operations reflect the high frequency of engagements with hostile weapon emplacements in various man-made and natural shelters that cannot be dominated solely using small arms or inferior firepower. The global armed forces are expected to face unprecedented threats on battlefields, where rapidly emerging technologies have substantially altered the balance of power.  The medium caliber ammunition market is expected to grow primarily due to the procurement and upgrade activities undertaken by armed forces to counter the emerging threats. Several contracts for military aircraft, helicopters, infantry fighting vehicles (IFVs) and armored personnel carriers (APCs) mounted with medium caliber turret guns are currently underway and many new contracts are anticipated to be dispersed during the forecast period, creating a parallel demand for medium caliber ammunition.

本报告为近期撰写的水泥行业专题报告之二——华东篇。我们的区域划分中，华东区域包含上海、江苏、浙江、安徽、山东等5 省市，是我国水泥行业经营最成熟的区域。2019 年华东区域水泥产量5.82 亿吨，新型干法熟料产能3.86 亿吨，行业占比分别为25%和21%，分列七大区域中第一和第二。