[交通运输、仓储和邮政业] [2022-12-24]
全国关停邮政快递分拨中心已清零,单日揽投数据维持 3.6 亿件以上。伴随“新十条”的推行,全国各地加速推动关停网点解封,截至 12 月 11 日,全国关停邮政快递分拨中心已清零,全国仅北京等地 400 余个网点因涉疫处于关停状态,目前正逐步推动积极解封。自 12 月 7 日国务院联防联控机制发布《关于进一步优化落实新冠肺炎疫情防控措施的通知》以来,单日揽收量保持在 3.6 亿件以上,各网点在加速处理积压件的同时,相关医药用品采购需求迅速攀升,行业迎来新一轮业务高峰期。随着全国保通保畅措施陆续落地,全国主要堵点卡点已经有效疏通,行业复苏加快。
[综合] [2022-12-24]
市场启示:供需两端均边际下滑,失业率攀升,地产销售、地产资金来源等领先指标恢复再遇波折,收益率或阶段性触顶。
[金融业] [2022-12-24]
美国时间2022 年12 月14 日,美联储公布12 月FOMC 会议声明及经济预测,加息幅度由11 月的75BP 降至50BP。会议声明公布和媒体采访后,市场出现一定波动:10 年美债利率小幅下行,尾盘收于3.49%;美股三大股指在会议声明后跳水,并在鲍威尔讲话期间出现大幅震荡,纳指、标普500 和道指分别收跌0.76%、0.61%和0.42%;美元指数小幅下行,最终收于103.63。
[金融业] [2022-12-24]
美国东部时间2022 年12 月14 日,美国联邦公开市场委员会(FOMC)公布最新利率决议,将基准利率上调50 个基点至4.25%-4.50%区间。
[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.