艾媒咨询 | 2026年中国政企数智采购市场发展白皮书

2026年，国资数字化监管持续深化，工业MRO采购需求韧性凸显，政企数智采购迎来规范化升级的窗口期。国内生产性与MRO采购庞大的存量基数，为政企采购数字化改造提供了广阔的落地空间，服务商市场规模稳步扩容，但行业增速逐步回落，竞争持续加剧。当前，中国政企数智采购已形成上游软硬件底座、中游平台服务商、下游政企终端客户的闭环产业链，赛道参与者梯队分化显著，头部平台依托供应链、技术与合规能力优势巩固市场地位，行业集聚特征日益凸显。
行业现阶段仍存在交付标准化不足、下沉市场服务能力不均等痛点。短期看，行业将沿着AI规模化落地、合规监管升级、下沉市场放量的主线推进，产品由单一交易工具向一体化综合方案转型；中长期看，随着全链路智能技术融合、数据资产价值释放、跨平台数据互通成型，数智采购将逐步成为政企数字化的标配基础设施，行业迈入高质量稳态发展阶段。

艾媒咨询 | 2026年9月全球主要行业投融资数据监测月报

近年来，全球投融资市场持续受技术周期、政策导向、产业升级与资本风险偏好变化的多重影响，资金配置从广泛撒网转向头部赛道与高确定性环节集中。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026年9月全球主要行业投融资数据监测月报》数据显示，9月投融资事件683起、金额7962.05亿人民币。相较于8月，事件数与金额均实现增长，整体呈现“量价齐升”的活跃态势。
从行业结构看，金融领域以3282.88亿人民币居首但仅24起事件，单笔规模极大，属大额低频资本运作；先进制造249起仅1683.81亿人民币，呈高频小额特征，人工智能111起1422.21亿人民币紧随其后；医疗健康、汽车交通、企业服务金额在224亿至372亿人民币之间；电子商务、区块链、本地生活虽事件少但单笔突出，前沿科技、教育、游戏、文娱传媒、VR/AR、农业、物流、工具软件规模均在30亿以下。资金高度集中于金融、先进制造与人工智能，头部效应显著。
艾媒咨询分析师认为，投融资高度集中于先进制造与人工智能，头部效应显著且活跃度与热度正相关；金融属大额低频资本运作，前沿领域正处产业周期上升期受政策驱动，未来资金或向智能硬件、生产制造轮动，边缘赛道热度将持续分化。未来，随着技术突破、政策催化与产业周期演进，全球投融资市场仍将呈现结构性活跃与赛道轮动并存的特征。
In recent years, the global investment and financing market has been continuously influenced by multiple factors, including technology cycles, policy directions, industrial upgrading, and shifts in capital risk appetite; consequently, capital allocation has shifted from broad-market dispersion toward concentration in leading sectors and high-certainty segments. According to data from the "Monthly Report on Investment and Financing Data Monitoring for Major Global Industries as of September 2026," recently released by iiMedia Research, a leading global third-party data mining and analytics firm for the new economy, there were 683 investment and financing events in September, totaling RMB 796.205 billion. Compared with August, both the number of events and the total amount increased, indicating an overall active trend characterized by simultaneous growth in both volume and value.
In terms of industry structure, the financial sector led with RMB 328.288 billion, but with only 24 events; the scale of individual transactions was extremely high, representing large-scale, low-frequency capital operations. Advanced manufacturing recorded 249 events totaling RMB 168.381 billion, exhibiting a high-frequency, low-value characteristic; artificial intelligence followed closely with 111 events and RMB 142.221 billion. Healthcare, automotive and transportation, and enterprise services saw transaction values ranging from RMB 22.4 billion to RMB 37.2 billion; while e-commerce, blockchain, and local lifestyle had fewer events, their individual transactions were prominent. Frontier technology, education, gaming, entertainment and media, VR/AR, agriculture, logistics, and utility software all had transaction values below RMB 3 billion. Capital is highly concentrated in finance, advanced manufacturing, and artificial intelligence, demonstrating a pronounced head effect.
Analysts at iiMedia Research believe that investment and financing are highly concentrated in advanced manufacturing and artificial intelligence; there is a pronounced leading-firm effect, and market activity and popularity are positively correlated. Finance involves large-scale, low-frequency capital operations, while cutting-edge fields are currently in an upward phase of their industrial cycles, driven by policy support; consequently, future capital may rotate toward smart hardware and manufacturing, while interest in marginal sectors will continue to diverge. Going forward, as technological breakthroughs, policy catalysts, and industrial cycles evolve, the global investment and financing market will continue to exhibit a combination of structural activity and sector rotation.

艾媒咨询 | 2026年上半年中国先进制造业投融资市场监测与分析报告

近年来，中国先进制造业持续受益于国产替代、双碳战略、智能制造、AI赋能及产业升级政策的全方位驱动，其投融资市场已从单一规模扩张转向高壁垒环节聚焦与细分赛道轮动并重的发展阶段。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026年上半年中国先进制造业投融资市场监测与分析报告》数据显示，2026上半年中国先进制造业投融资事件总计1286起，金额达3754.62亿人民币。集成电路以261起、834.13亿人民币居双榜首，新能源以778.05亿人民币紧随，两者合计占先进制造总融资额近六成，头部效应显著。
从细分赛道看，电子设备73起即吸金565.88亿人民币，单笔均值最高，资本向高壁垒环节集中。机器人、智能装备、新材料事件数均超120起但金额在250.00亿至350.00亿人民币区间，呈“高频小额”特征，反映早期项目活跃。整体呈现“头部赛道吸金、高壁垒环节单笔领先、早期项目高频活跃”的结构性特征。
艾媒咨询分析师认为，集成电路与新能源受国产替代和双碳政策驱动，处产业扩张期，资本锚定确定性；机器人及新材料受智能制造政策催化，正处成长期，后续轮动概率较高；通信制造、3D打印事件少而金额可观，属技术突破型机会；尾部赛道融资稀疏，资本观望明显。未来，随着政策持续催化、技术突破加速与产业生态完善，先进制造业投融资仍具备结构性机会与赛道轮动空间。
In recent years, China's advanced manufacturing sector has continuously benefited from the comprehensive drive of domestic substitution, the dual-carbon strategy, intelligent manufacturing, AI empowerment, and industrial upgrading policies. Its investment and financing market has shifted from mere scale expansion to a development phase that focuses on high-barrier segments while also emphasizing the rotation of niche tracks. According to the latest "2026 First Half China Advanced Manufacturing Investment and Financing Market Monitoring and Analysis Report" released by iiMedia Research, a global leading third-party data mining and analysis institution for the new economy industry, there were a total of 1,286 investment and financing events in China's advanced manufacturing sector during the first half of 2026, with a total amount reaching 375.462 billion RMB. Integrated circuits ranked first with 261 events and 83.413 billion RMB, followed closely by new energy with 77.805 billion RMB. Together, these two sectors accounted for nearly 60% of total advanced manufacturing financing, highlighting a significant leading effect.
In terms of niche tracks, electronic equipment attracted 56.588 billion RMB in funding from 73 events, achieving the highest average per transaction, indicating a concentration of capital in high-barrier segments. Robotics, intelligent equipment, and new materials each saw over 120 events, but their total amounts ranged between 25.00 billion and 35.00 billion RMB, exhibiting a "high-frequency, small-amount" characteristic, reflecting the activity of early-stage projects. Overall, the sector demonstrates a structural feature of "leading tracks attracting significant funding, high-barrier segments leading in per-transaction amounts, and early-stage projects being highly active."
Analysts from iiMedia Research believe that integrated circuits and new energy, driven by domestic substitution and the dual-carbon policy, are in an industrial expansion phase, with capital anchoring on certainty; robotics and new materials, catalyzed by smart manufacturing policies, are in a growth phase, with a high probability of subsequent rotation; communication manufacturing and 3D printing feature fewer but substantial-value events, representing technology breakthrough opportunities; financing in niche sectors remains scarce, with capital showing a clear wait-and-see attitude. In the future, as policies continue to provide catalysis, technological breakthroughs accelerate, and industrial ecosystems improve, advanced manufacturing investment and financing will still offer structural opportunities and room for sector rotation.

艾媒咨询 | 成分导向 草本突围——2026年头皮护理行业消费者需求调研报告

iiMedia Research（艾媒咨询）发布《成分导向 草本突围——2026年头皮护理行业消费者需求调研报告》，该报告为独立第三方中立产业调研，依托艾媒CMDAS数据系统多维度产业数据、终端市场实测样本完成测算。当前中国洗护发市场正告别野蛮生长的流量红利期，步入以细分品类创新与功能化升级驱动的稳健增长新阶段。iiMedia Research（艾媒咨询）数据显示，中国护发产品市场规模从2017年的510.70亿元增长至2025年的691.07亿元，预计2026年将达725.63亿元，2029年将突破800亿元，大盘整体保持稳健增长态势。其中，头皮护理作为增长最快的细分赛道之一，正从基础清洁向“头皮微生态抗衰”深度演进，成为推动整体市场扩容的核心引擎。头皮护理消费正从“去屑止痒”的基础诉求向“防脱固发、控油蓬松、舒缓修护”等专业化、精细化的全链路养护升级。本报告立足真实消费视角，依托艾媒CMDAS数据系统多维度产业数据与终端市场实测样本，系统梳理头皮护理消费者的痛点分布、成分偏好、品类选择与品牌信任逻辑，为从业者洞察趋势、优化产品布局及挖掘细分机遇提供专业决策参考。

艾媒咨询 | 撑起半边天——2026年男性颜值经济消费趋势研究报告

近年来，男性颜值经济持续受益于悦己消费、职场形象管理、社交媒体种草、医美抗衰及国货美妆崛起的全方位赋能，其消费形态已从基础洁面剃须延伸至功效护肤、彩妆修饰、医美抗衰与形象管理等多场景融合，“他经济”正成为颜值消费的重要增长极。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《撑起半边天——2026年男性颜值经济消费趋势研究报告》数据显示，2025年中国化妆品行业市场规模达5791亿元，预计2026年将达到6133亿元，同比增长5.9%；2030年预计将达到7554亿元，2026-2030年预测年均复合增长率约为5.3%。化妆品市场稳健扩容，为男性颜值经济渗透提供了坚实的产业基础。
从市场痛点看，中国消费者认为男性化妆品市场存在的主要痛点中，缺乏专业的男性护肤/化妆指导服务占31.41%，产品质量参差不齐占30.96%，线下体验渠道少占29.72%，品牌选择杂乱难以辨别占27.34%，专业指导缺失与品质信任不足尤为突出。从增长点看，中国消费者认为未来男性化妆品市场的增长点中，男性颜值管理意识提升、消费人群扩大占32.43%，针对性产品推出占32.32%，职场男性与中老年男性消费潜力释放占28.59%，男性医美类护肤品与高端产品需求增加占27.57%，平价高性价比产品崛起占25.54%，小众潮流品牌崛起占24.75%。与此同时，中国抗衰老市场规模预计2026年同比增长8.4%，抗衰需求持续增长，为男性功效护肤与医美品类拓展提供增量空间。
艾媒咨询分析师认为，未来男性化妆品市场将呈现四大趋势：一是人群持续扩容，向各年龄层渗透；二是产品细分化，针对性功效产品增多；三是品类高端化，医美与抗衰产品快速增长；四是服务专业化，体验与指导服务不断完善。品牌应顺应趋势，提前布局相关赛道，围绕男性肤质特点与使用习惯开发低门槛、强功效、易操作的针对性产品，补足专业指导与线下体验短板，并通过职场形象、抗衰管理等场景化营销强化男性颜值管理心智，在人群扩容与品类升级中抢占先机。未来，随着男性悦己消费意识觉醒与产品服务生态完善，男性颜值经济仍具备强劲的增长潜力与品牌突围空间。
In recent years, the male aesthetics economy has continuously benefited from comprehensive empowerment driven by self-care consumption, workplace image management, social media recommendations, medical aesthetics for anti-aging, and the rise of domestic beauty products. Its consumption patterns have expanded from basic cleansing and shaving to the integration of multiple scenarios, including functional skincare, makeup enhancement, medical aesthetics for anti-aging, and image management. The "he-economy" is emerging as a key growth driver for aesthetics consumption. According to the latest report titled "Supporting Half the Sky—2026 Male Aesthetics Economy Consumption Trend Research Report" released by iiMedia Research, a globally leading third-party data mining and analysis institution in the new economy industry, the market size of the China cosmetics industry reached 579.1 billion yuan in 2025 and is expected to reach 613.3 billion yuan in 2026, representing a year-on-year increase of 5.9%. By 2030, it is projected to reach 755.4 billion yuan, with a forecasted compound annual growth rate of approximately 5.3% from 2026 to 2030. The steady expansion of the cosmetics market has provided a solid industrial foundation for the penetration of the male aesthetics economy.
From the perspective of market pain points, among the primary challenges identified by China consumers regarding the male cosmetics market, the lack of professional male skincare/makeup guidance services accounts for 31.41%, inconsistent product quality for 30.96%, limited offline experience channels for 29.72%, and a chaotic brand selection that makes it difficult to make choices for 27.34%. The absence of professional guidance and insufficient trust in product quality are particularly prominent issues. From the perspective of growth drivers, Chinese consumers believe that among the future growth drivers for the men's cosmetics market, increased awareness of men's appearance management accounts for 32.43%, the expansion of the consumer base accounts for 32.32%, the release of consumption potential among working men and middle-aged/older men accounts for 28.59%, increased demand for men's medical aesthetic skincare products and high-end products accounts for 27.57%, the rise of affordable and high-value products accounts for 25.54%, and the emergence of niche trend brands accounts for 24.75%. Meanwhile, the Chinese anti-aging market is expected to grow by 8.4% year-on-year in 2026, with continuously growing demand for anti-aging products, providing additional growth opportunities for men's functional skincare and medical aesthetic product expansion.
iiMedia Research analysts believe that the future men's cosmetics market will exhibit four major trends: first, continuous population expansion, penetrating across all age groups; second, product segmentation, with an increase in targeted functional products; third, category premiumization, with rapid growth in medical aesthetic and anti-aging products; and fourth, service specialization, with continuous improvements in experiential and guidance services. Brands should align with these trends, proactively position themselves in relevant sectors, develop low-threshold, high-effectiveness, and easy-to-use targeted products centered on men's skin characteristics and usage habits, address the shortcomings in professional guidance and offline experiences, and strengthen men's appearance management awareness through scenario-based marketing such as workplace image and anti-aging management, thereby seizing opportunities amid population expansion and category upgrades. In the future, as men's self-care consumption awareness awakens and product-service ecosystems improve, the men's appearance economy will retain strong growth potential and room for brand breakthroughs.

艾媒咨询 | 2026年上半年中国人工智能行业投融资市场监测与分析报告

iiMedia Research（艾媒咨询）发布《2026年上半年中国人工智能行业投融资市场监测与分析报告》，该报告为独立第三方产业调研，依托艾媒CMDAS数据系统测算数据，覆盖人工智能行业投融资全链条。iiMedia Research（艾媒咨询）数据显示，2026年上半年人工智能主题投融资事件404起、金额1618.51亿人民币，事件数量与金额呈现结构性分化，单笔均值约4.01亿人民币，资本向头部集中。结合硬科技、人工智能及先进制造等热点，资金更多流向成熟期项目，早期融资相对收缩，市场整体趋于理性，行业呈现从规模扩张向质量深耕转型的趋势。报告聚焦于人工智能主题投融资金额、数量及分布状况，并详细分析了头部企业与机构在人工智能领域的资本格局，拆解其背后的布局策略，梳理产业现状、资本市场表现与偏好趋势，配套量化数据并研判中长期趋势，可为产业链企业、投资机构提供客观参考。

艾媒咨询 | 2026年上半年中国智能设备行业投融资市场监测与分析报告

iiMedia Research（艾媒咨询）发布《2026年上半年中国智能设备行业投融资市场监测与分析报告》，该报告为独立第三方产业调研，依托艾媒CMDAS数据系统测算数据，覆盖具身智能行业投融资全链条。iiMedia Research（艾媒咨询）数据显示，2026年中国智能设备行业投融资事件151起，金额494.72亿人民币，硬科技、人工智能及绿色能源等赛道热度延续，资金向成长期及战略新兴领域集中，市场整体呈结构性活跃、审慎扩张态势，行业整合与头部集聚趋势增强。报告聚焦于智能设备主题投融资金额、数量及分布状况，并详细分析了头部企业与机构在智能设备领域的资本格局，拆解其背后的布局策略，梳理产业现状、资本市场表现与偏好趋势，配套量化数据并研判中长期趋势，可为产业链企业、投资机构提供客观参考。

艾媒咨询 | 数实融合 场景创新——2026年乡村数字经济市场用户观察报告

近年来，乡村数字经济持续受益于数实融合、数字乡村建设、农村电商、智慧农业、乡村旅游数字化及普惠金融的全方位赋能，其应用场景已从单一农产品上行延伸至乡村文娱、农旅融合、质量追溯与金融助农等多场景融合。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《数实融合 场景创新——2026年乡村数字经济市场用户观察报告》数据显示，2024年中国农村网络零售额达28667亿元，2025年为30731亿元，保持持续增长态势，乡村数字消费与产业数字化基础持续夯实。
乡村数字经济用户认为最有利于乡村产业升级的数字化经济方式中，乡村旅游数字化占比最高，达48.87%；其次是乡村文娱数字化，占45.70%；智慧农业占45.36%。文旅融合与文娱数字化成为用户感知最强的产业升级路径，智慧农业与农村电商亦获广泛认可。与此同时，乡村数字经济用户认为互联网企业助力乡村产业升级最需要解决的问题中，用户对乡村数字经济相关产品/服务的信任度不足占比最高，达41.28%；其次是农产品标准化、品牌化程度不足，占34.55%；农村数字化应用门槛高占33.75%。信任缺失、标准化不足与能力短板共同构成乡村数字经济深层制约。
艾媒咨询分析师认为，信任问题是当前乡村数字经济发展面临的核心挑战，而标准化与品牌化不足、应用门槛高、人才短缺等则是深层次的制约因素。解决这些问题需要政府、企业、社会组织等多方协同发力，共同构建健康可持续的乡村数字经济生态。未来，随着数实融合深化、场景创新扩容与助农机制完善，乡村数字经济仍具备强劲的增长潜力与价值释放空间。
In recent years, the rural digital economy has continuously benefited from the comprehensive empowerment of digital-real integration, digital rural development, rural e-commerce, smart agriculture, digital rural tourism, and inclusive finance. Its application scenarios have expanded from the upward flow of single agricultural products to the integration of multiple scenarios, including rural cultural and entertainment, agritourism integration, quality traceability, and financial support for farmers. According to the latest report "Digital-Real Integration and Scenario Innovation—2026 Rural Digital Economy Market User Observation Report" released by iiMedia Research, a globally leading third-party data mining and analysis institution for the new economy industry, rural online retail sales in China reached 2.8667 trillion yuan in 2024 and 3.0731 trillion yuan in 2025, maintaining a continuous growth trend, while the foundation for rural digital consumption and industrial digitalization continues to strengthen.
Among the digital economic models that rural digital economy users consider most conducive to rural industrial upgrading, digital rural tourism accounts for the highest proportion at 48.87%; followed by digital rural cultural and entertainment at 45.70%; and smart agriculture at 45.36%. The integration of culture and tourism with digital cultural and entertainment has become the most strongly perceived industrial upgrading path by users, while smart agriculture and rural e-commerce have also gained widespread recognition. Meanwhile, among the issues that rural digital economy users believe internet companies need to address most urgently to facilitate rural industrial upgrading, insufficient trust in rural digital economy-related products/services accounts for the highest proportion at 41.28%; followed by inadequate standardization and branding of agricultural products at 34.55%; and high barriers to rural digital applications at 33.75%. Lack of trust, insufficient standardization, and capacity gaps collectively constitute the deep-seated constraints on the rural digital economy.
Analysts at iiMedia Research believe that trust issues represent the core challenge currently facing the development of the rural digital economy, while inadequate standardization and branding, high application thresholds, and talent shortages serve as deeper-level constraining factors. Addressing these issues requires coordinated efforts from the government, enterprises, social organizations, and other stakeholders to jointly build a healthy and sustainable rural digital economy ecosystem. In the future, as the integration of the digital and physical economies deepens, scenario-based innovation expands, and mechanisms for supporting farmers are further refined, the rural digital economy will continue to possess strong growth potential and significant room for value realization.

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艾媒咨询 | 精细发展 体验至上——2026年生活服务业消费观察报告

iiMedia Research（艾媒咨询）发布《精细发展 体验至上——2026年生活服务业消费观察报告》，该报告为独立第三方中立产业调研，依托艾媒CMDAS数据系统多维度产业数据、终端市场实测样本完成测算。当前中国生活服务业正经历从模式创新向精细化运营与体验升级切换的关键阶段，O2O模式作为连接数字经济与实体经济的重要桥梁，在经历早期的高速扩张后，已全面步入平稳增长与深耕细作的新常态。iiMedia Research（艾媒咨询）数据显示，中国O2O市场规模由2015年的4666.7亿元增长至2025年的38881.0亿元，预计2028年将突破5.9万亿元，整体呈稳定增长态势。随着下沉市场渗透加深与服务品类拓展，O2O市场仍有较大增长空间，将继续推动生活服务业数字化转型。在此背景下，生活服务消费正从“有没有、快不快”的基础诉求，向“精不精、好不好”的品质体验演进，粗放式的流量补贴与盲目扩张难以为继，回归服务本质、深耕履约质量成为行业共识。本报告立足真实消费视角，依托艾媒CMDAS数据系统多维度产业数据与终端市场实测样本，系统梳理了家政、餐饮外卖与即时零售三大核心赛道的消费特征，为从业者洞察趋势、优化服务供给及挖掘下沉市场机遇提供专业决策参考。