Core Viewpoint - QYResearch provides authoritative industry analysis and customized reports, gaining high brand recognition and trust from various enterprises and media [1] Group 1: HVDC Market - The global HVDC transmission system market is projected to reach $15.59 billion by 2029, with a compound annual growth rate (CAGR) of 6.9% [4][5] - Major clients for HVDC systems include leading internet companies, China Mobile's cloud computing centers, and national supercomputing centers [4] Group 2: Automotive Lighting Market - The global smart automotive lighting market is expected to grow from $8 billion in 2023 to $11.3 billion by 2027, with a CAGR of 5.4% [6] - In China, the penetration rate of smart car lights is anticipated to rise from 15% in 2023 to 40% by 2030 [6] Group 3: Electric Scooter Market - The global electric scooter market is forecasted to reach $2.37 billion in sales by 2024 and $5.685 billion by 2031, with a CAGR of 13.5% [7] Group 4: Automotive Radar Market - The global automotive millimeter-wave radar market is estimated to reach $15.72 billion in 2023 and exceed $36.37 billion by 2030, with a CAGR of 15% [11] Group 5: Semiconductor Market - The global semiconductor secondary packaging market is projected to reach $2.2 billion by 2030, with a CAGR of 8.3% [15] Group 6: LPO Optical Module Market - The global LPO optical module market is expected to grow from $1 billion in 2023 to $8.9 billion by 2030, with a CAGR of 38.2% from 2024 to 2030 [18] Group 7: PAC Market - The global PAC market is projected to reach approximately $3.616 billion in 2024 and grow to $7.574 billion by 2031, with a CAGR of 11.1% [20] Group 8: Cardiovascular Intervention Market - The global cardiovascular intervention market is expected to reach $11.24 billion in 2024 and $15.53 billion by 2031, with a CAGR of 4.8% [22] Group 9: Plant Protein Market - The global plant protein market is projected to reach $12.39 billion by 2029, with the Chinese market expected to reach 225.2 billion RMB, growing at a CAGR of 7.6% [46] Group 10: Home Hair Removal Device Market - The global home hair removal device market is expected to grow from $4.397 billion in 2023 to $12.86 billion by 2030, with a CAGR of 15.7% [47] Group 11: Energy Drink Market - The global energy drink market is projected to reach $81.14 billion by 2030, indicating significant growth potential [74] Group 12: Outdoor Furniture Market - The outdoor furniture market is experiencing high demand in Europe and the US, with a focus on mid-to-high-end products [72]

中金研究 近年来以德国、英国、沙特为代表的国家在高压直流输电（HVDC）项目建设招标动态积极，如今年3月英国国家电网授予换流设备和电缆框架合同合 计约590亿英镑。我们认为随着电网互联互济、新能源远距离送出需求日益凸显，海外HVDC项目规划积极，有望为相关厂商带来业绩催化。 点击小程序查看报告原文 Abstract 海外HVDC建设节奏不同，欧洲未来十年或迎约100GW项目密集投运。 海外市场中欧洲技术发展成熟，在电网互联互济和深远海风柔直送出的双重因素 驱动下，英国、德国、意大利等国家大量HVDC项目规划在2030年前后落地，我们预计有望迎来新一轮合同签约高峰。此外，我们认为美国高压线路建设 缓慢对电网可靠性造成影响，输电项目支持政策有望推动储备项目进展向前；亚非拉新兴市场在能源转型和电网互联需求驱动下部分国家已启动项目规 划，具备长期发展潜力。我们测算2025-2030年海外HVDC换流系统年均投产价值量或将超100亿美元，CAGR可达21%。 高压输电环节壁垒高，供给侧集中于海外本土厂商，高毛利项目有望贡献业绩弹性。 关键零部件供给、品牌口碑和业绩积累等因素共同导致海外换流设 备市场供应高度集中、交期大 ...