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中金公司：国内模拟芯片行业发展浪潮正在开启中国厂商有望迎来机遇_意法半导体(usstm)股吧_东方财富网股吧

中金公司：国内模拟芯片行业发展浪潮正在开启中国厂商有望迎来机遇_意法半导体(usstm)股吧_东方财富网股吧
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中金公司：国内模拟芯片行业发展浪潮正在开启中国厂商有望迎来机遇 _ 东方财富网

中金公司：国内模拟芯片行业发展浪潮正在开启中国厂商有望迎来机遇 _ 东方财富网
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中金公司：家电产业竞争力外溢跨界成第三成长曲线 _ 东方财富网

　　
消费者变化：1)2020年我国第七次人口普查数据显示，中国平均每个家庭户人口为2.62人，家庭户规模继续缩小，比2010年的3.10人减少了0.48人。这背后，除了反映人群生育意愿的降低，也反映了单身独居人群占比的增加。单身消费人群占比的提升，引发了我国消费市场的结构性变化，我们判断中国消费市场已经进入“第三消费时代”，其特征是从一家一台的产品向一人一台的产品转变，从追求实用到追求设计的转变，从追求“别人有的我也有”到追求彰显个性的转变。上述消费人群的变化，与产品、场景层面的变化相互作用，构成了新时代的消费特征。2)与务实的已婚人群相比，“单身贵族”们的消费选择更注重产品“颜值”，并有不同的审美圈层，以凸显自己的个性和生活态度。
　　
产品创新：1)科技的不断进步，也在不断创造新 ....

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中金下半年展望：机械行业景气分化关注龙头中长期前景

　　资料来源：国家统计局，中金公司研究部
　　我们在2020年12月发布的《32万台，挖掘机“新周期”的起点》报告中指出，小挖、微挖等工程机械对人工的替代，工程机械的海外出口将会成为未来5~10年工程机械的重要需求支撑，而工程新增需求以及存量更新需求占比将会逐步下降。我们认为，“十四五”期间我国挖掘机年均销量将稳定在33万台左右水平。行业“十四五”期间不会出现2011~2015年的断崖式下滑情景。
　　► 需求端因素一：机械换人。远期来看，小挖（含微挖）受益于机器换人等结构性因素将实现持续增长，我们预计我国挖掘机保有量远期可达300万台以上，具备翻倍空间，中国挖掘机市场远未达到天花板。
　　► 需求端因素二：海外出口。我们测算，当前我国工程机械企业出口占亚非拉等目标国家和地区的市场份额� ....

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中金：供给约束持续行业利润"再分配" _ 东方财富网

中金：供给约束持续行业利润"再分配" _ 东方财富网
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