[医药制造业] [2023-10-31]
This procedure removes growths in the adrenal glands The adrenal glands are found on top of the kidneys and make hormones that are needed to help the body work properly Appendectomy • This procedure removes an infected appendix (the small finger like pouch at the end of the large intestine)
[医药制造业] [2023-10-31]
According to World Health Organization ( mental health is defined as a ‘state of well being in which an individual realizes his or her abilities, can cope with the normal stresses of life, can work productively, and can contribute to his or her community • Furthermore, according to MentalHealth gov (a sub division of the U S Department of Health Human Services), mental health comprises emotional, psychological, and social well being
[酒、饮料和精制茶制造业] [2023-10-31]
The report Bottled Water Market Analysis and Forecast 2018 2028 by Makreo Research examines the bottled market in particular The study analyses market demand and production data for bottled together with a thorough analysis of historical and current industry trends The study analyses the market by region, including North America, Europe, Asia Pacific and Middles East The report contains a good balance of macroeconomic and microeconomic analysis, both qualitative and quantitative The competition has also been carefully examined in terms of significant M&A transactions that have occurred in the market and recent financial infusions
[信息传输、软件和信息技术服务业] [2023-10-31]
5G enabled satellite have the ability to transmit high data rates on global scale This provides potential for connectivity to passengers in airplanes, ships, or other vehicles
[科学研究和技术服务业] [2023-10-30]
[金融业] [2023-10-30]
2023 年 10 月 24 日,十四届全国人大常委会第六次会议表决通过了关于批准国务院增发国债和 2023 年中央预算调整方案的决议,继 2000 年以来时隔 23 年再度在年内上调中央财政赤字,将在今年四季度增发 1 万亿元国债,引发市场对资金面和宽信用影响的关注。
[汽车制造业] [2023-10-28]
光伏:随四季度硅料产能逐步投放,硅料价格可能逐步下行,本周高价硅料订单占比下降,需要注意产业链库存累积带来行业下调稼动率的风险。中长期看,目前实际月产量已经达到较高水平,供过于求的情况短期难以缓解。风电:海上风电迎来基本面拐点,江苏、广东项目逐步开工,广东省竞配结果更确认了行业基本面拐点,后续行业催化预计依然存在,看好海风海缆和塔筒环节的投资机会。
[汽车制造业] [2023-10-28]
客车这轮大周期驱动因素是什么?一句话总结:客车代表中国汽车制造业将成为【技术 输出】的世界龙头。这不是梦想而是会真真切切反应到报表层面。海外市场业绩贡献对 客车行业在3-5年会至少再造一个中国市场。
[建筑业] [2023-10-28]
“一带一路”迎来10周年,中国与共建国家一道,在政策沟通、设施联通、贸易畅通、资金融 通、民心相通的“五通发展”上取得重大成就。今年在国企改革与“一带一路”主题推动下, 建筑板块标的股价弹性凸显。今年峰会有望继续结出丰厚硕果,同时,在政策端的推动下预计 建筑企业海外订单有望进一步落地,主要建筑央企与国际工程企业的海外订单放量值得期待。 当前建筑板块估值已经回到低位,向下安全边际较足,叠加后续“一带一路”事件催化,可关 注8 家央企,以及中材国际、中钢国际、北方国际等国际工程企。
[电气机械和器材制造业] [2023-10-24]
锂电行业估值处历史底部,储能接续动力驱动基本面向好。从估值看,截至2023年9月1日,锂电池(申万)指数PE(TTM)为19.19倍,位于过去3年5.88%分位点,我们预计板块走势已充分反应市场悲观预期。从基本面看,动力电池领域出货量增速放缓,根据中国汽车动力电池产业创新联盟和同花顺数据,2022年我国动力电池出货量为465.5GWh,同比+150%;2023H1出货量为256.5GWh,同比+18%。根据EVTank,2023H1全球储能锂电池出货量为110.2GWh,同比+73.4%,其中,中国储能锂电池出货量为101.4GWh,占比92%,储能需求未来有望接续动力市场驱动产业链基本面长期向好。