Core Viewpoint - The article emphasizes the importance of building a structured knowledge system to enhance understanding and decision-making in various fields, particularly in investment and industry analysis [8][12][18]. Group 1: Knowledge System Structure - A knowledge system consists of a large number of knowledge points organized in an orderly structure, which helps in identifying patterns and insights [12][18]. - The knowledge pyramid illustrates the hierarchical organization of knowledge, from basic concepts to complex theories [13][15]. Group 2: Steps to Form a Knowledge System - The formation of a knowledge system involves accumulating heuristic knowledge, establishing a knowledge framework, and creating a structured approach to thinking [19][20]. - Key steps include broadening knowledge through diverse sources, deepening understanding by establishing frameworks, and applying structured thinking methods [42][45]. Group 3: Analytical Frameworks - Various analytical frameworks are essential for industry research, including PESTEL analysis, SWOT analysis, and Porter's Five Forces model, which help in understanding external and internal factors affecting industries [57][70][63]. - The industry lifecycle model categorizes industries into stages such as introduction, growth, maturity, and decline, providing insights into market dynamics and investment opportunities [61][62]. Group 4: Practical Applications - The article suggests practical methods for gathering information, such as attending industry conferences, engaging with practitioners, and utilizing reports from financial institutions and consulting firms [46][49]. - It highlights the importance of understanding industry pain points and aligning professional skills to address these challenges effectively [75].

探索市场脉动，洞悉行业趋势。申万宏源研究特别推出系列访谈—— "走近申万宏源研究 人" ，我们将聚焦所内的杰出分析师，深刻探索他们的从业经历、研究见解，向您展现分析师 的多面性，带您走进Ta背后的成长故事。 本期"走近申万宏源研究人"带您了解 机械行业首席分析师—王珂。 王珂，申万宏源研究 机械行业首席分析师、机器人产业链 链长。 厦门大学核科学与工程专业硕 士，在校期间荣获厦门市科技进步二等奖、国家发明专利2项。 具有10年机械行业研究经验，2015-2020年作为核心成员荣获 新财富最佳分析师、金牛奖最佳分析 师 等。 Q&A 对话王珂 01 【专业领域知识】 您如何看待机械行业的研究价值、产业定位？ 装备制造业是典型的中游行业，几乎所有的工业部门都有对应的生产装备，甚至生产机械的机械也 是一个独立行当，也就是我们说的"工业母机"， 因此机械行业是研究各类下游行业乃至景气周期的重要 参考系， 观察机械细分行业的需求变化往往能起到见微知著的中观效果。 同时，作为生产工具， 机械是衡量 生产力发展水平的客观尺度，是划分经济时代的客观依据 ，我 们国家工业经济的每个阶段都有对应的机械品类大发展，并涌现出一批时代 ...