光伏淡季为一、三季度，旺季为二、四季度，目前即将进入传统旺季，从历史数据来看，4 月份开始需求环比开始向上，因此行业环比好转确定性较高。

本周汽车指数上涨 2%，概念板块中次新股涨幅最佳。2 月 13 日，财政部等四部委发布 2018 年新能源财政补贴政策，我们认为新政策旨在鼓励优质产品，新能源汽车将逐步由政策驱动转向产品驱动。

Packaging refers to the technology of enclosing a product for distribution, storage, use, and sale. Containers refer to a package in which products are sold or stored. Containers and packaging products can be manufactured using a number of raw materials such as plastic, wood, metal, glass, paper, and fiber.

从床垫发展的历史看，美国最初流行的是以席梦思为代名词的传统弹簧床垫，随后以记忆绵为首的功能床垫则异军突起。对国内床具市场来说，现代床垫是一种舶来品，东西方文化差异导致床垫消费观有所不同，目前国内市场尚处于弹簧床垫品牌化进程。

仓储物流智能化渗透率有待提升。核心设备方面，自动分拣机、AVG、自动立体仓库为代表的核心领域实现技术突破，开始国产

化替代。系统集成商处于产业链核心地位。发展趋势是由设备制造商向综合解决方案服务商发展，核心竞争力在于打造技术、数据、服务等生态闭环。

通过研究玻璃行业的产能周期（供给周期）、库存周期、价格周期来发掘平板玻璃价格变化的内在趋势。我们预测本轮玻璃周期价格的高点大概率出现在2018 年四季度；18 年玻璃在产产能有望收缩6%，在需求企稳的情况下，玻璃价格有充分上涨的弹性。

2017 年已经过去，上市公司年度业绩预告陆续发布完毕。根据 wind数据统计，截至 2018 年 2 月 6 日，沪深两市汽车板块已有 100 家上市公司发布业绩预告及修正公告，11 家上市公司发布业绩快报。100 家发布业绩预告的上市公司包括 43 家在主板上市的公司，39 家中小板上市的公司和 18 家创业板上市的公司，其中，33 家公司略增，11 家公司略减，9 家公司预减，27 家公司预增，4 家公司扭亏，9 家公司续盈，7 家公司首亏。

The global swimming gear market is growing rapidly across the globe, driven by strong growth in the Americas. Swimming is becoming popular as a healthy exercise choice. Swimming gear materials are going through various product innovations. Yet, the production of swimming gear materials has been restricted by various regulating bodies, which affects the market negatively. Apart from the inclusion of the new fabrics and materials in the swimming gear market, a number of styles and prints are also being introduced. Fine detailing, bold prints, pastels, and metallic colors are making an impression in the global swimming gear market. There are also a number of factors hindering the growth of the market such as unfavorable weather conditions and restrictions in many countries in the Middle East and APAC. There have been some positive trends emerging in the market, like multi-functional swimwear and eco-friendly swimwear, which will drive the global swimwear market positively.

过低或过高温度均会影响锂电池性能和使用寿命，因而必须拥有热管理系统。根据传热介质的不同，电池热管理系统可分为风冷、直冷与液冷，液冷相对直冷成本更低，冷却效果也优于风冷，具备主流应用趋势。

Public transportation is important for travel, easing congestion, and reducing emissions in urban regions. Hence, the authorities across regions are encouraging use of public transportation. The buses are the common mode of transit in urban public transportation owing to their operation on streets and extensive network of lines.