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中国信通院：2026年面向AI的智能网卡产业发展分析报告

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2026-05-21 0 1.53MB 34页
INDUSTRY REPORT：2025年深度行业分析报告：人形机器人灵巧手技术路径、应用场景与产业链关键环节分析报告

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2026-05-21 0 4.14MB 31页
BCG波士顿咨询：2026年数字资产未来发展报告（英文版）

This report aims at something different: providing an in-depth reading for financial services executives wanting to learn about the concepts, contentions, threats, and opportunities that this new technology brings to financial markets. Rather than pr...

2026-05-21 0 5.63MB 68页
睿咨得能源：2026年全球能源宏观分析报告：当前供应过剩未来格局分化（第二版）（英文版）

The global energy system is entering a two-phase cycle. In the near term, markets are defined by abundance. In the longer term, by tightening supply, rising marginal costs and geopolitical fragmentation. Over the next one to two years, markets remain...

2026-05-21 1 1.16MB 23页
东兴证券：东兴晨报-260521

1.中美：中美经贸团队在韩国举行经贸磋商，就关税问题深入沟通，双方就有关双边关税做出安排，美方承诺未来对华关税水平不超过吉隆坡经贸磋商联合安排的水平，并同意进一步取消对华有关单边关税。双方原则同意在贸易理事会项下讨论同等规模产品等税率框架安排，规模各为300亿美元或更多，对商定产品有望适用最惠国税率甚至更低。同时，中美经贸团队就有关出口管制问题进行了充分沟通交流，中方表示依法依规对稀土等关键矿产实施出口管制，对合规、民用的许可申请予以审核。（资料来源：iFinD） 2.中俄：发表关于进一步加强全...

2026-05-21 0 309.6KB 7页
中银证券：房地产行业2025年年报&2026年一季报综述：行业经营与财务端均持续面临压力，但部分房企已经开始出现结构性改善

行业经营与财务端均持续面临压力，但部分房企已经开始出现结构性改善核心观点经营情况分析：25年百强房企销售降幅收窄、销售均价提升、投资积极性提升、融资规模同比增长。销售：1）25年百强房企销售规模下降两成；但26年1-4月销售降幅有所扩大。百强房企25年销售额同比-19.8%，降幅较24年收窄10.5pct，销售金额规模超过千亿的房企仅剩10家（保利发展、中海地产、华润、招蛇、绿城、万科、建发、金茂、越秀、滨江）。26年1-4月百强房企销售额同比-20.7%，降幅较25年扩大。2）百强房企销...

2026-05-21 0 2.54MB 43页
开源证券：农林牧渔行业点评报告：4月供给边际缓和但压力仍大，猪价探底反弹二育托底增强

行业：4月供给边际缓和但压力仍大，猪价探底反弹二育托底增强 4月供给边际缓和但压力仍大，猪价延续偏弱二育托底增强。据涌益咨询，2026年4月全国生猪销售均价9.32元/公斤，环比-6.39%，同比-37.04%。涌益监控样本2026年4月屠宰量499.79万头，环比+10.12%，同比+18.63%。涌益样本4月生猪出栏较计划完成率100.2%，5月计划出栏较4月实际出栏-2.74%。4月出栏基本按计划完成，环比出栏量有所收敛，主要系3月集中出栏后前期递延猪源压力已部分释放，同时猪价持续低位运行...

2026-05-21 0 2.14MB 15页
卡巴斯基：2025年第四季度全球工业自动化系统威胁态势报告（英文版）

In Q4 2025, the percentage of ICS computers on which malicious objects were blocked continued to decrease, reaching its lowest level since 2022 — 19.7%. Regionally, the percentage ranged from 8.5% in Northern Europe to 27.3% in Africa. Four regions s...

2026-05-21 1 2.74MB 67页
世界经济论坛：2026年女性健康创新雷达：揭示从基础科研到患者服务全链条的差距和机遇报告（英文版）

Women’s health represents one of the largest untapped opportunities in global health innovation.1 Despite significant progress in biomedical research, innovation across the women’s health ecosystem remains structurally misaligned with the conditions ...

2026-05-21 1 3.47MB 33页
星展银行（DBS)：分化之路：2026年全球经济展望与市场策略报告（英文版）

A year that began with unprecedented fear about global trade and multilateral rules-based order is ending with guarded relief. It has turned out to be a test of resilience that the global economy in general and trade intensive Asia has passed well so...

2026-05-21 1 20.79MB 36页
FreeWheel：2025年下半年视频市场报告：连接流媒体生态（英文版）

One thing is for certain: Streaming is no longer just a ‘part’ of the multiscreen TV ecosystem. Rather, it has asserted itself as the industry’s central source of premium inventory and destination for ad spend. While manual processes, fragmented work...

2026-05-21 1 3.95MB 22页
国际经济论坛：2026年技术融合：竞争优势的新逻辑报告（英文版）

Technology convergence is changing how competitive advantage is created. As technologies increasingly combine, the opportunity is no longer just identifying promising pairings, but scaling them for real-world use. This second edition of the Technolog...

2026-05-21 1 11.53MB 47页
Menlo Ventures：2025年企业生成式AI现状报告（英文版）

For all the fears of over-investment, AI is spreading across enterprises at a pace with no precedent in modern software history. For nearly three years, AI enjoyed unwavering confidence and record capital flows. The surge crowned Nvidia the world’s m...

2026-05-21 1 5.16MB 18页
华金证券：新股覆盖研究：朗信电气

朗信电气(920220) 投资要点 5月13日有一只北交所新股“朗信电气”申购，发行价格为28.29元/股、发行市盈率为12.00倍（每股收益按照2025年度经会计师事务所依据中国会计准则审计的扣除非经常性损益后归属于母公司股东净利润除以本次发行前总股本计算）。朗信电气（920220.BJ）：公司主营业务为汽车热管理零部件产品的研发、生产及销售，主要产品包括电机总成、电子风扇、电子水泵、空调鼓风机等。公司2023-2025年分别实现营业收入10.31亿元/13.01亿元/14.11亿元，YOY...

2026-05-21 0 627.82KB 12页
开源证券：爱旭股份（600732）-公司信息更新报告：Q1毛利率环比改善，ABC海外出货占比提升

爱旭股份(600732) 2026Q1毛利率环比改善爱旭股份披露2025年年报及2026年一季报，2025年实现营收156.14亿元，同比+39.97%，归母净利润-18.22亿元，同比减亏65.75%；2026年Q1实现营收44.37亿元，同比+7.29%，归母净利润-4.40亿元，环比减亏65.90%，同比亏损有所增加，主要因汇率波动和融资贴息减少导致的财务费用增加。2026年Q1公司毛利率7.20%，环比+11.42pct，毛利率显著改善。考虑到公司TOPCon及PERC电池仍处于亏损状...

2026-05-21 0 850.42KB 5页
Menlo Ventures：2025年消费级AI现状报告（英文版）

More than half of American adults (61%) have used AI in the past six months, and nearly one in five rely on it every day. Scaled globally, that translates to 1.7–1.8 billion people who have used AI tools, with 500–600 million engaging daily.1 This is...

2026-05-21 2 6.98MB 28页
康卡斯特：2026年广告行业研究报告：面向现代电视广告商的实操性投放建议（英文版）

The TV advertising space shows no sign of slowing down. As audiences seamlessly move between screens and platforms, it is only growing more complex for brands to navigate. One thing remains constant: viewers love premium entertainment experiences and...

2026-05-21 2 17.74MB 25页
The Talent Strategy Group：2026年绩效管理报告：数据驱动的设计选择与有效性洞察（英文版）

This year’s report reveals interesting – and in some cases counterintuitive – insights about Performance Management. While the process has reached near-universal adoption, perceived effectiveness varies widely. Key Findings Include: • Performance Man...

2026-05-21 1 1.77MB 27页
睿咨得能源：2026年弥合即将到来的产能缺口：全球市场变革中海上油气作用分析白皮书（英文版）

The global energy market is going through a period of transition, and the events of 2026 have brought energy security back to the forefront. On the surface, the market still looks well supplied in the near term. But the ongoing escalation in the Midd...

2026-05-21 2 751.76KB 25页
卡巴斯基（Kaspersky）：2025年非洲网络威胁态势报告（英文版）

Africa’s rapid digital expansion has brought significant opportunities, but it has also exposed the continent to a growing array of cyberthreats. Recent incidents, affecting critical sectors across multiple countries, highlight the challenges facing ...

2026-05-21 0 783.8KB 14页

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