2022年1-6月，投资方面，水路运输业固定资产投资完成额累计同比增长16.1%，增速有所提升；港口生产方面，全国规模以上港口货物吞吐量降幅有所扩大，外贸货物吞吐量延续负增长态势，集装箱吞吐量增速继续加快；航运方面，6月全国水路货运量达到7.46亿吨，货物周转量达到9909.79亿吨公里，各重要运价指数涨跌不一。

整体来看，1-7月，通信业整体运行平稳向好。电信业务收入保持稳步增长，电信业务总量保持两位数增幅；5G网络建设快速推进，千兆网络服务能力持续提升，通信供给能力不断提升；云计算、大数据等新兴业务增势突出，移动数据流量持续快速增长，行业发展新动能持续增强。

公共财政支出提速，后续或将面临掣肘。公共财政支出当月同比，从6 月的6.1%提高至9.9%。7 月公共财政支出投向中四个和基建相关的分项，合计当月同比从上月的8.6%放缓至3.6%，合计占比从上月的27.4%降至21.0%，7 月对基建的支持力度减弱。今年前7 个月实际赤字使用率达38.2%，比2020 年同期都高了10.4 个百分点，赤字使用较快。而今年公共财政面临减少压力，估算得全年公共财政收入可能比预算规模低1 万亿，今年后续月份公共财政发力或面临一定约束。

7 月新能源车销量大超预期。乘联会发布7 月新能源车销量，批售56.4 万辆，同/环比 +124%/-1.1%；零售48.6 万辆，同/环比 +117%/ -8.5%，渗透率26.6%。批/零售1-7 月合计303/ 273 万，同比+123%/ +121%。随着自主车企在新能源路线上的多线并举，市场基盘持续扩大，厂商批发销量突破万辆的企业有16 家（环比持平，同比增加了11 家），占新能源乘用车总量83.4%。供给方面，Q3 开始会有大量爆款新车交付。长安深蓝SL03，海豹，蔚来ET5，理想L9，小鹏G9，问界M7 等等，将从供给端继续拉动电车市场增长。

增值税留抵退税仍是公共财政收入明显下降的主要原因，但随着年内留抵退税工作的持续推进，留抵退税对当月一般财政收入的影响逐步淡化。据我们测算，2022 年7 月增值税留抵退税规模为1383.72 亿元，明显低于6 月3800 亿元左右水平。此外，在排除留抵退税后， 7 月份全国一般公共预算收入增幅实现2.60%，连续2 个月保持正增长。

Global X 自动驾＃s驶um和m电ary动＃汽车 ETF 7月 29 日收盘价 24.08美元，月涨幅12.6%，年跌幅-23.7%；万得智能汽车指数7 月29 日收盘价1910.07 元，月跌幅-1.5%，年跌幅-13.2%。2022 年6 月智能网联乘用车销量为91.7 万辆，同比增长53.2%；当月智能网联汽车在乘用车中渗透率达到23.5%，2022 年累计渗透率达到20.2%。6 月L2 级新能源车销量排行榜前三的品牌分别为特斯拉、比亚迪以及理想，销量分别为77262、69070 以及13152 辆。

Epigenetics modification, including histone modification, DNA methylation, and RNA-mediated processes modification, are key to impact gene expression primarily at the level of transcription; disturbing any of three marks that contribute to epigenetic modification can cause abnormal activation or silencing of genes. However, other steps in the process (for example, translation) may also be regulated epigenetically. The current study aims to assess the global epigenetics market by focusing on products (consumables, instruments, software) catering to end users, including pharmaceutical and biotechnology companies, academic and research institutions, contract research organizations (CROs), and other end users. The current market for epigenetics is majorly dominated by manufacturers and service providers such as Thermo Fisher Scientific Inc, Illumina, Inc, Bio-Rad Laboratories, Inc, PerkinElmer Inc, Agilent Technologies, Inc, F. Hoffmann-La Roche Ltd., Exact Sciences Corporation, Merck Group, Abcam plc., MDxHealth, Pacific Biosciences of California, Inc, QIAGEN N.V., Zymo Research Corporation, Active Motif, and Promega Corporation among others.

Medical grade tubing is a product designed for a number of applications that enable clinicians to perform several tasks, which normally include disposable applications such as medical catheters, IV sets, irrigation, drainage, and intravenous (IV) delivery. The applications are considered for medical applications such as abrasion protection, drug delivery, bulk disposable tubing, catheters, special applications, and other applications such as arthroscopy, endoscopy, and laparoscopy.

Diagnostics is an integral part of medical decision-making -- aid in acquiring information for a wide range of treatment dissemination, accentuating their criticality in healthcare. Molecular diagnostics has a critical role in precision medicine approach, as it ensures safe and effective application of targeted therapeutics. A majority of the players in the global molecular diagnostics market offer products encompassing the kits and reagents, instruments, and software categories. Also, several diagnostics and pharmaceutical companies are working collaboratively to develop NGS, PCR, IHC, ISH, microarray, nucleic acid amplification-, or mass spectrometry-based molecular diagnostics for the applications in several disease indications in order to enable efficient diagnosis, treatment selection, dosage selection, and treatment monitoring. Applications of molecular diagnostics primarily include infectious diseases, cancer, genetic testing, and women’s health, among others.

Biomanufacturing is the process of production of commercially important biomolecules by utilizing biological systems for use in medicines, food and beverage processing, and industrial applications. Natural sources such as blood, cultures of microbes, animal cells, or plant cells are often employed to carry out biomanufacturing. Cells used in the production process can also be derived using genetic engineering techniques.