[医药制造业,科学研究和技术服务业] [2022-12-24]
Report covers current market overview of the Rapid Microbiology Testing Market. Quantitative and Qualitative outlook. Global study focusing on the Europe, MEA, North America, Latin America and Asia Pacific. Country Level Information. Market Dynamics and Trends. Market Size and Forecast
[金融业] [2022-12-24]
如期加息、上调明年加息幅度,市场解读为利空;但美联储内部分歧加大,表明距离结束加息不远。1)美联储宣布加息 50BP,维持 950 亿美元/月缩表计划,符合市场预期。2)会议声明认为经济仍健康、通胀形势仍严峻。3)经济展望预计美国经济短强中弱并大幅上调 2023 年失业率,但点阵图亦上调明年加息幅度,美国三大股指下挫,可见市场解读为利空。4)鲍威尔强调了通胀三段论或预示租金分项拐头或为美联储修改前瞻指引的前提(之一)。5)点阵图表明美联储内部分歧加大,往往是货币政策缓慢转向的领先信号。
[计算机、通信和其他电子设备制造业] [2022-12-24]
11 月国内新能源车销量长环比改善超预期,考虑到车企年底冲量及补贴退坡带来的“抢装”行情,月度销量将环比继续增长。海外方面欧美市场供应链恢复销量创新高。推荐:1)进入加速期的一体化企业:比亚迪;2)盈利反转电池环节:宁德时代、亿纬锂能;3)钠离子电池的加速产业化应用,推荐标的:振华新材、鼎胜新材,受益标的:维科技术、元力股份等;4)供需紧张的隔膜环节:恩捷股份、星源材质等;5)行业技术进步迭代:厦钨新能、德新交运、贝特瑞等。
[金融业,信息传输、软件和信息技术服务业] [2022-12-24]
Anticipated growth in software control center market can be attributed to growing urbanization and industrialization, increasing demand for industrial automation and mechanization, expansion of manufacturing sector, increasing industrial plant uptime, and rising use of electric motors in key industries such as chemicals & petrochemicals, power generation, metals and mining. Additionally, growing awareness and regulations pertaining to energy saving are further expected to positively influence the control center market in the forecasted period.
[计算机、通信和其他电子设备制造业,医药制造业] [2022-12-24]
Open tube sources of Micro focus X-Ray are one of the tube types chosen by the system manufacturers. They comprise of metal construction and generates vacuum by pumping procedure whenever system is to be turned on. They serve the purpose of transmission target, tube stability and ease of stand switch. They are further classified into integrated and non-integrated systems. The image quality and magnification in both the types depends upon the manual adjustment created for fine tuning the alignment.
[医药制造业] [2022-12-24]
mRNA cancer vaccines are a relatively new class of vaccines, which combine the potential of mRNA to encode for almost any protein with an excellent safety profile and a flexible production process. mRNA therapy is a novel anticancer strategy based on in vitro transcription (IVT), which has potential for the treatment of malignant tumors. mRNA cancer vaccines use mRNA encoding tumor antigens or immunomodulatory molecules to deliver the corresponding proteins, combined with relevant delivery vectors and adjuvants, to induce antitumor responses mRNA vaccines represent an important class of cancer vaccines that are capable of encoding and expressing TAA (Tumor Associated Antigen), TSA (Tumor-specific antigens), and their associated cytokines. mRNA cancer vaccines can stimulate both humoral and cellular immunity, increasing the adaptability of these vaccines to different diseases and patients.
[农、林、牧、渔业] [2022-12-24]
Stringent regulatory approval by the government regulatory bodies is a key factor hindering the growth of the market. The regulatory authority enforces the laws regulating horticulture industry and agro based industry, which can have potential impact for customers. The whole process consumes time and may result in delay for the launch of losing the first-mover advantage thus restraining the growth of the market. Also, stringent regulatory scenario and trade policies associated with perishable products will hamper the industry growth to some extent.
[金融业] [2022-12-23]
12 月美联储加息50BP,鲍威尔态度比市场预期更为鹰派但整体基调未出现明显偏离。结合美联储今夜的政策表态,当前点阵图隐含的利率路径是:1 月末议息会议继续加息50BP,3 月加息25BP;此后相机抉择,或是5 月加息25BP 并在年末启动降息,或是将利率水平维持至年底保持不变。我们认为联储实际加息周期的结束可能领先于点阵图指引,主要压力源自于欧洲金融稳定因素的制约。
[批发和零售业] [2022-12-23]
11 月培育钻石进口额环比回暖,出口维系增长。据GJEPC 数据显示,11 月培育钻石毛坯进口额0.77 亿美元,同比下滑14.0%,环比增长40.6%,略受22 年排灯节假期延长影响。培育钻裸钻出口额1.05 亿美元,同比增长22.9%,环比下跌41.0%;环比大幅下滑,主要系美国进入裸钻备货淡季,且零售端库存相对较高。但钻石进口回暖明显,供应链开始为明年2-3 月母亲节旺季打磨原石,且11 月天然钻与培育钻跌价趋缓,中游压货信心增强。
[综合] [2022-12-23]
11 月A 股反弹上行,轻工板块表现优于大盘。11 月A 股(沪深300、上证指数)、港股反弹上行,美股亦小幅上行。A 股轻工制造板块、港股轻工制造指数(中信)好于大盘;美股非必须消费品弱于大盘。11 月PPI 延续下行趋势,家具出口额持续承压。11 月全部工业品PPI、造纸及纸制品业PPI 分别同比-1.3%、-1.7%,家具制造业PPI 同比增长1.6%;11月整体出口额同比下行(-8.7%),家具出口延续疲软下行,同比-15.9%。