描述
行业洗牌期,细分龙头强者恒强。2018年汽车、3C景气度下滑,进入行业洗牌期。基于资源整合能力、行业理解积累和资金规模三大核心竞争力,我们认为长尾集成商将不断淘汰出局,细分行业龙头将强者恒强。
Sorvall DuPont H1000B Tabletop Centrifuge Rotor
Hewlett Packard HP A6795A 2Gbps PCI Fibre Channel
IMED Gemini PC-1 Volumetric Infusion Pump w/ Controller
Allen Bradley 1771-DA/A 1771-DAA ASCII I/O Module
Alliance Sys CSU DSU Adit 600 TDM Control FXS Modules
Parker Bayside GR090-X1A1X-001 Right Angle Gearmotor
VAT 24344-QA11 w/ 24344-QA41 Vacuum Angle Valve
IDC RD1205A-12-MS5-MC-Q Rodless Actuator Ball Screw