艾媒咨询 | 2026年中国氢能源产业运行及标杆企业研究报告

作为我国能源结构转型与“双碳”战略落地的核心新兴赛道，氢能源产业持续受益于产业政策扶持、核心技术迭代与下游应用场景扩容的全方位赋能，其产业效能已从单一核心部件研发延伸至制储运加全产业链重塑与交通、工业等多元应用场景革新。当前，行业版图内可再生能源制氢、高压气态储运、燃料电池系统、加氢站建设及氢能装备制造等多环节竞合交织，市场主体对核心技术专利、规模化量产能力与示范项目落地资源的争夺日趋白热化，产业发展逻辑从试点示范期的政策驱动向常态化商业化运营、精细化成本管控演进。在政策端，支持氢能产业中长期发展、推动关键技术攻关与示范应用规模化的信号持续释放，为氢能企业在技术研发、产能扩建及场景落地探索中注入了新的活力。纵观行业发展脉络，中国氢能源产业正经历从技术验证向规模化商业化应用的跃迁，核心材料自主化水平、全链条成本下降速度与下游应用渗透的广度和深度，将成为产业进一步发展的关键支点。
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年中国氢能源产业运行及标杆企业研究报告》数据显示，氢能源行业头部集聚效应显著，市值与营收维度均呈现高集中度特征。行业板块市值前三名企业依次为潍柴动力（2319.90亿元）、阳光电源（2279.50亿元）、宝丰能源（1739.47亿元），三家企业市值合计占TOP10总市值的61.90%。板块营收规模同样向头部集中，营收前三名企业依次为潍柴动力（625.63亿元）、中集集团（326.64亿元）、东方电气（174.70亿元），前三名企业营收占TOP10总营收的61.05%。艾媒咨询分析师认为，行业整体营收结构分散，TOP10中既有传统装备制造巨头，也有新能源材料企业，反映氢能源板块仍处于从配套业务向核心技术过渡的早期阶段，竞争格局尚未定型，新进入者通过新能源材料或储能业务快速切入。
通过对典型企业的研究，可以更直观地了解氢能源产业板块各具特色的布局和差异化的发展路径。京城股份深耕氢能储运装备赛道，以高压储氢瓶、车载储氢系统为核心产品，持续突破高压气态储氢技术瓶颈，展现了储运环节技术攻坚与场景配套的专业化发展路径；亿华通-U作为国内燃料电池系统领域的标杆企业，专注于燃料电池电堆及系统的研发与产业化，深度绑定商用车氢能示范应用场景，其经营表现与行业技术迭代节奏、示范项目落地进度深度绑定，持续的研发投入对其产品性能升级与市场份额提升构成了关键支撑；厚普股份聚焦氢能加注核心环节，布局加氢站成套设备与整体解决方案，推动加氢基础设施的标准化、规模化建设，是氢能终端应用网络搭建的核心受益企业。三家企业分别覆盖氢能储运、燃料电池系统、加注装备三大核心环节，产业链定位、技术路线与盈利模式虽有差异，但共同指向了核心技术自主化、应用场景规模化、产业链协同深化的长期发展方向。
As a core emerging sector in China's energy structure transformation and the implementation of its dual-carbon strategy, the hydrogen energy industry continues to benefit from comprehensive support through industrial policies, advancements in core technologies, and the expansion of downstream application scenarios. Its industrial efficacy has expanded beyond the research and development of individual core components to encompass the reshaping of the entire industrial chain—from production and storage to transportation and refueling—as well as innovations in diverse application fields such as transportation and industry. Currently, within the industry landscape, multiple segments—including renewable energy-based hydrogen production, high-pressure gaseous storage and transportation, fuel cell systems, hydrogen refueling station construction, and hydrogen energy equipment manufacturing—are characterized by intertwined competition and cooperation. Market participants are increasingly engaged in fierce competition for core technology patents, large-scale mass-production capabilities, and resources for demonstration projects. The development logic of the industry is evolving from the policy-driven pilot demonstration phase toward normalized commercial operations and refined cost management. On the policy front, signals supporting the medium-to-long-term development of the hydrogen energy industry and promoting breakthroughs in key technologies along with the scaling up of demonstration applications continue to be released, injecting new vitality into hydrogen energy enterprises' efforts in technological R&D, capacity expansion, and scenario implementation. Looking at the overall development trajectory of the industry, China's hydrogen energy sector is undergoing a transition from technical validation to large-scale commercial application. The degree of self-sufficiency in core materials, the rate of cost reduction across the entire industrial chain, and the breadth and depth of downstream application penetration will serve as pivotal drivers for further industry development.
According to the latest "2026 China Hydrogen Energy Industry Operation and Benchmark Enterprises Research Report" released by iiMedia Research, a globally leading third-party data mining and analysis firm in the new economy sector, the hydrogen energy industry exhibits a pronounced cluster effect among its top players, with both market capitalization and revenue showing high concentration characteristics. The top three enterprises by market capitalization in this sector are Weichai Power (RMB 231.99 billion), Sungrow Power Supply (RMB 227.95 billion), and Baofeng Energy (RMB 173.95 billion), collectively accounting for 61.90% of the total market capitalization of the TOP 10. Similarly, the revenue scale of the sector is highly concentrated among the top performers, with the top three enterprises by revenue being Weichai Power (RMB 62.563 billion), CIMC Group (RMB 32.664 billion), and Dongfang Electric (RMB 17.470 billion), representing 61.05% of the total revenue of the TOP 10. Analysts from iiMedia Research note that the overall revenue structure of the industry remains fragmented, with the TOP 10 including both traditional equipment manufacturing giants and enterprises specializing in new energy materials, reflecting that the hydrogen energy sector is still in the early stages of transitioning from supporting businesses to core technologies, where the competitive landscape has not yet taken shape, and new entrants are rapidly entering the market through new energy material or energy storage businesses.
By studying typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within the hydrogen energy industry sector. Beijing Energy Co., Ltd. has deeply cultivated the hydrogen energy storage and transportation equipment segment, with high-pressure hydrogen storage cylinders and on-board hydrogen storage systems as its core products, continuously breaking through technical bottlenecks in high-pressure gaseous hydrogen storage technology, thereby demonstrating a specialized development path focused on overcoming technical challenges and supporting application scenarios in the storage and transportation phase. Yihuatong-U, as a benchmark enterprise in China's fuel cell system field, specializes in the research, development, and industrialization of fuel cell stacks and systems, deeply integrating with hydrogen energy demonstration applications in commercial vehicles. Its operational performance is closely aligned with the pace of industry technological iteration and the progress of demonstration project implementation, with sustained R&D investment serving as a crucial support for enhancing product performance and expanding market share. Houpu Co., Ltd. focuses on the core of hydrogen refueling, positioning itself in the development of complete hydrogen refueling station equipment and integrated solutions, thereby promoting the standardization and large-scale construction of hydrogen refueling infrastructure—making it a key beneficiary in building the terminal application network for hydrogen energy. These three enterprises cover the three major core segments: hydrogen energy storage and transportation, fuel cell systems, and refueling equipment. Although their industrial chain positions, technical roadmaps, and profit models differ, they collectively point toward a long-term development direction characterized by achieving self-reliance in core technologies, scaling up application scenarios, and deepening industrial chain synergy.

艾媒咨询 | 2026-2027年中国化妆品产业发展与消费趋势报告

中国化妆品行业已跨越单纯规模扩张阶段，迈入以价值创造和高质量发展为核心的新周期。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《2026-2027年中国化妆品产业发展与消费趋势报告》显示，2025年中国化妆品行业市场规模为5791亿元，预计2030年将达到7554亿元。截至2026年7月14日，中国现存化妆品相关企业725.07万家。行业正经历从“流量驱动”向“产品力与品牌力驱动”的增长逻辑转换。经历了围绕成分、功效和流量的高速竞争后，消费者关注点正从单一问题解决转向长期状态管理，从功效宣称转向真实体验，市场进入温和修复与结构性调整并行的关键阶段。
在宏观环境层面，政策、经济、社会与技术四大因素共同塑造着行业发展轨迹。政策端，国家出台了《化妆品新原料注册备案及资料管理规定》《国家药监局关于深化化妆品监管改革促进产业高质量发展的意见》《化妆品安全技术规范（2024年修订）》《化妆品不良反应监测管理办法》等关键政策文件，为行业规范发展和创新升级提供了政策指引。经济层面，2025年中国居民人均可支配收入43377元，人均总消费支出29476元，居民消费能力持续扩容。其中，居民人均生活用品及服务支出为1667元，同比增长7.7%。社会层面，消费者护肤理念从“解决问题”转向“状态管理”，消费者期望通过面部护理产品保持皮肤健康，理性消费成为新常态，新的消费模式正在形成。技术层面，合成生物、绿色化学、AI辅助研发等前沿技术加速渗透，原料自主创新成为产业升级的核心突破口。
贝泰妮作为功效护肤赛道的先行者，其发展轨迹折射出皮肤学级护肤品从细分市场走向主流竞争后所面临的天花板效应与品类拓展困境；水羊股份则凭借独特的品牌矩阵运营与国际化代理模式，展现了从渠道型公司向品牌型组织转型的路径探索；上海家化作为拥有百年历史的行业老牌企业，其战略调整与组织变革过程，为传统日化巨头在新消费时代的自我革新提供了典型样本。三家企业的差异化战略选择，共同勾勒出中国化妆品行业在转型期的多元发展图景。
消费者需求洞察揭示了情绪价值在美妆消费中的崛起。2026年调研数据显示，中国消费者因情绪状态主动购买化妆品的频率中，占比最高的是“经常”，达到34.80%；其次是“一般”，占比为27.67。52.97%的消费者“认同”化妆品的情绪价值，29.71%选择“非常认同”；45.50%的消费者愿意为高情绪价值化妆品支付溢价。
展望未来，中国化妆品行业正处于从“制妆大国”向“制妆强国”跨越的关键转折期，行业增长动力正从规模扩张转向价值创造。科技创新、原料自主、绿色低碳、文化赋能与全球布局，构成行业高质量发展的重要影响因素。在这一分化时代，能够从销售单一产品转向提供系统化解决方案、从功效竞争转向长期状态管理、从成分故事转向真实体验与情绪价值的品牌，将具备更强的增长确定性。

艾媒咨询 | 2026年中国唇部彩妆行业研究报告

当前中国唇部彩妆行业正处于从色彩装饰向妆养合一、从流量驱动向品质创新转型升级的关键时期。消费需求端呈现出以妆效持久度、色彩适配性与唇部养护为核心决策要素的特征，消费者对产品安全性、使用体验与场景适配性的关注持续提升，推动行业在质地创新、功效研发与包装设计等核心环节不断突破。在消费升级与监管趋严双轮驱动下，唇部彩妆行业正加速向功效化、场景精细化、合规化方向演进，品牌需以产品硬实力构建信任基础，通过全渠道协同与精准场景洞察建立差异化竞争优势。
根据全球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年中国唇部彩妆行业研究报告》数据显示，市场规模方面，2025年中国唇部彩妆市场规模达315.9亿元，预计2030年攀升至417.7亿元，“她经济”的崛起推动唇部市场稳步扩容。在唇部彩妆类型方面，消费者更偏好唇釉（58.2%）和唇膏（48.8%）；红色系（59.8%）更受消费者青睐。购买方面，价格（54.0%）、口碑（53.9%）和产品特色（47.1%）驱动消费者决策。包装简陋（55.3%）是消费者认为唇部彩妆产品存在的主要短板。艾媒咨询分析师认为，唇部彩妆消费正从“基础色彩满足”向“品质体验与综合价值”升级，消费者对产品特色、口碑可信度与包装质感的要求日趋精细化，推动行业进入“产品功效+消费体验”的综合价值比拼。(《艾媒咨询 | 2026年

艾媒咨询 | 2026年中国中成药出海白皮书

iiMedia Research（艾媒咨询）数据显示，2025年中国中成药市场规模达4076亿元，受集采调整等因素影响，2026年预计微降至3920亿元，2027年起市场将逐步复苏，预计2030年达到4273亿元。从行业发展维度看，市场总量虽短期承压，但行业内部结构持续优化。具备循证医学证据和品牌积淀的产品市场份额持续扩大，行业增长动力正从规模驱动转向价值驱动，行业盈利结构有望逐步改善。
iMedia Ranking（艾媒金榜）数据显示，中成药出海企业中，北京同仁堂、以岭药业、华润三九、白云山医药、中国中药（国药控股）位居前列，具备更深厚的品牌积淀和资金实力，有条件推进海外注册和学术推广，正逐步向主流医疗市场渗透。整体来看，行业领航企业在全球渠道和标准认证上持续加码，潜力企业聚焦区域市场开展错位竞争。不同梯队的发展路径选择差异明显，这一分层格局短期内或将延续。

中成药行业短期内聚焦全产业链协同发展，依托跨境电商深耕东南亚沿线市场，合规注册体系持续完善。中长期各国中药标准逐步互认，循证医学将成为出海基础。行业向高端制剂研发、国际化品牌打造方向转型，企业落地本土化生产布局与诊疗服务网络，推动中成药融入全球主流医疗体系。(《2026年中国中成药出海白皮书》完整高清PDF版共62页，可点击文章底部报告下载按钮进行报告下载）
According to iiMedia Res

艾媒咨询 | 2026年拼多多概念市场状况及标杆企业研究报告

作为下沉市场电商与全域社交零售的重要赛道，拼多多概念板块持续受益于低价消费需求扩容、农产品上行体系完善与全域数字化营销体系的全方位赋能，其产业效能已从单纯平台供货、广告投放延伸至用户数据运营、品牌代运营与消费决策服务场景革新。当前，行业版图内供应链制造、数据智能服务、品牌代运营、内容营销、消费导购等多元细分赛道竞合交织，市场主体对平台渠道准入、流量运营能力、大数据用户洞察资源的争夺日趋白热化，板块发展逻辑从短期题材炒作向常态化业绩兑现、精细化品牌运营演进。促内需扩消费、扶持县域电商与跨境电商规范发展的信号持续释放，为拼多多产业链相关企业在技术研发、渠道深耕、出海配套与数字化营销创新中注入新的活力。纵观行业发展脉络，拼多多概念板块正经历从渠道依附型增长向专业化、独立化价值创造的跃迁，平台协同深度、数字化运营能力与细分赛道壁垒将成为企业持续发展的关键支点。
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年拼多多概念市场状况及标杆企业研究报告》数据显示，拼多多概念板块市值结构存在偏离，前三名企业依次为兆驰股份（341.78亿元）、每日互动（92.29亿元）、天音控股（92.16亿元），三家企业市值合计526.23亿元，占TOP10企业总市值958.72亿元的54.89%，集中度较高。拼多多概念板块营收前三名企业依次为天音控股（292.16亿元）、兆驰股份（41.80亿元）、引力传媒（22.22亿元），前三名营收合计占TOP10总营收比重达83.99%，呈现“一超多弱”格局。艾媒咨询分析师认为，行业整体集中度偏高，竞争格局分化明显，头部企业处于成熟增长期，但依赖核心客户风险较大；中小企业多处于初创或转型阶段，需借助差异化突围。
通过对典型企业的研究，可以更直观地了解拼多多概念板块各具特色的布局和差异化的发展路径。每日互动依托数据智能技术，深耕政府服务与互联网两大核心领域，深度适配拼多多全域流量经营需求，数据技术迭代与客户覆盖拓展构成其长期增长核心支撑；壹网壹创深耕品牌线上管理、营销与分销服务，赋能拼多多等平台消费品品牌数字化增长，为品牌客户搭建适配拼多多平台规则的店铺运营、直播投放、货品管理一体化体系，实现品牌线上渠道规模化增长；值得买依托消费内容导购生态，通过种草测评、优惠信息分发打通平台流量入口，搭建用户消费决策与拼多多交易场景的连接渠道，持续挖掘内容导购变现价值。三家企业分别扎根数据智能服务、品牌全域代运营、消费内容导购赛道，产业链定位、收入结构与估值逻辑存在明显差异，但共同指向数字化精细运营、平台生态深度绑定、消费价值持续挖掘的长期发展主线。
As a pivotal sector for e-commerce and omnichannel social retail in lower-tier markets, the Pinduoduo-related concept sector continues to benefit from the expansion of low-price consumption demand, the refinement of the agricultural product upward distribution system, and the comprehensive empowerment provided by an omnichannel digital marketing ecosystem. Its industrial efficacy has evolved beyond mere platform-based supply and advertising placement to encompass user data operations, brand agency services, and innovations in consumer decision-making scenarios. Currently, within this industry landscape, various niche segments—including supply chain manufacturing, data intelligence services, brand agency services, content marketing, and consumer shopping guidance—are characterized by intertwined competition and cooperation; the struggle among market participants for platform channel access, traffic management capabilities, and big data-driven user insight resources has intensified significantly. Consequently, the development logic of this sector is shifting from short-term thematic speculation toward normalized performance realization and refined brand operation strategies. Signals indicating efforts to stimulate domestic demand and expand consumption, as well as support for the standardized development of county-level e-commerce and cross-border e-commerce, continue to emerge, injecting new vitality into enterprises within Pinduoduo's industrial chain in areas such as technological R&D, deep cultivation of distribution channels, overseas expansion support, and digital marketing innovation. Looking at the overall trajectory of the industry, the Pinduoduo-related concept sector is undergoing a transition from channel-dependent growth to specialized and independent value creation; in this process, the depth of platform synergy, digital operational capabilities, and barriers within niche segments will serve as key drivers for the sustainable development of these enterprises.
According to data from iiMedia Research (AiMedia Consulting), a globally leading third-party data mining and analysis firm specializing in new economy industries, in its latest "2026 Pinduoduo Concept Market Status and Benchmark Enterprises Research Report," the market capitalization structure of the Pinduoduo concept sector shows a deviation: the top three enterprises are Zhaochi Co., Ltd. (34.178 billion yuan), Daily Interactive (9.229 billion yuan), and Tianyin Holdings (9.216 billion yuan); the combined market capitalization of these three companies amounts to 52.623 billion yuan, representing 54.89% of the total market capitalization of the TOP 10 enterprises (95.872 billion yuan), indicating a high degree of market concentration. Regarding revenue, the top three enterprises in the Pinduoduo concept sector are Tianyin Holdings (29.216 billion yuan), Zhaochi Co., Ltd. (4.180 billion yuan), and Gravity Media (2.222 billion yuan); their combined revenue accounts for 83.99% of the total revenue of the TOP 10, reflecting a "one dominant player with multiple weaker competitors" pattern. Analysts at AiMedia Consulting believe that the overall industry concentration is relatively high, with a pronounced differentiation in the competitive landscape; while leading enterprises are currently in a mature growth phase, they face significant risks associated with their reliance on core customers; meanwhile, many small and medium-sized enterprises remain in the startup or transition stage and need to leverage differentiation to achieve breakthroughs.
By studying typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within Pinduoduo's concept sector. Daily Interactive leverages data intelligence technology to focus deeply on two core domains—government services and the internet—while tailoring its solutions precisely to Pinduoduo's comprehensive traffic management needs; the iterative advancement of its data technologies and the expansion of its customer base form the cornerstone of its long-term growth strategy. Yiwang Yichuang specializes in online brand management, marketing, and distribution services, empowering consumer goods brands on platforms such as Pinduoduo by building an integrated system for store operations, live-streaming promotions, and product management that aligns with Pinduoduo's platform rules, thereby facilitating the scaled growth of these brands' online channels. Zhiweima relies on its consumer content-based shopping guide ecosystem, utilizing "product recommendation reviews" and "discount information distribution" to unlock platform traffic entry points, establishing channels that connect user consumption decisions with Pinduoduo's transaction scenarios, and continuously exploring the monetization potential of content-driven shopping guidance. These three companies are rooted in the fields of data intelligence services, comprehensive brand agency operations, and consumer content-based shopping guidance, respectively; while their industrial chain positioning, revenue structures, and valuation logic differ significantly, they all share a common long-term development trajectory centered on digital precision operations, deep integration with the platform ecosystem, and the continuous exploration of consumer value.

艾媒咨询 | 2026年中国东数西算市场状况及标杆企业分析报告

作为我国数字经济基础设施布局与算力资源优化配置的核心国家战略工程，东数西算产业持续受益于数字产业化升级、AI算力需求爆发、数据要素市场化改革与全国算力网络统筹建设的全方位赋能，其产业效能已从单一数据中心基建落地，延伸至全国算力供需重构、东西部数字产业协同与算力绿色低碳化革新。当前，行业版图内算力硬件制造、IDC数据中心运营、算力温控配套、算力网络传输、行业算力服务等多元赛道竞合交织，市场主体对枢纽节点资源、核心技术壁垒、规模化落地能力与头部客户资源的争夺日趋白热化，行业发展从初期基建落地加速向常态化精细化运营、算力价值深度挖掘的成熟阶段演进。国家持续推进八大算力枢纽、十大数据中心集群建设，出台算力国产化、绿色算力、算网融合等扶持政策，为东数西算相关企业技术迭代、产能布局、场景拓展与生态协同发展注入强劲活力。纵观行业发展脉络，中国东数西算产业正经历从基建规模扩张向算力价值提质增效的关键跃迁，核心硬件自研能力、算网一体化水平、绿色低碳运营效率与商业化落地深度，将成为行业长期发展的核心支点。
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年中国东数西算市场状况及标杆企业分析报告》数据显示，国内东数西算行业呈现显著的头部集聚、强者恒强的发展格局，市值与营收集中度均处于高位。行业板块市值前三名企业依次为浪潮信息（1193.72亿元）、中天科技（1099.65亿元）、润泽科技（1092.93亿元），三家头部企业市值合计占行业TOP10总市值比例达53.96%，充分凸显行业龙头的市值主导地位。板块营收前三名企业依次为浪潮信息（354.70亿元）、紫光股份（279.85亿元）、中天科技（131.42亿元），前三名企业营收合计占TOP10总营收占比高达85.12%，行业营收资源高度向头部企业聚拢。艾媒咨询分析师认为，头部企业处于成熟期，通过巩固核心产品扩大份额；中小型企业多处于成长初期，需通过差异化服务或垂直场景突破。该格局短期将维持，但算力需求增长可能催生新变局。
通过对典型企业的研究，可以更直观地了解东数西算产业板块各具特色的布局和差异化的发展路径。英维克作为算力温控配套领域的标杆企业，深耕数据中心液冷、风冷等节能温控技术，精准适配东数西算工程绿色低碳发展要求，为各大算力枢纽数据中心提供高效散热解决方案，依托技术迭代与产品升级，持续巩固算力基础设施配套领域的核心优势；宝信软件聚焦于工业互联网与数据中心服务，深度参与全国算力枢纽节点建设，具备数据中心规划、建设、运营全链条服务能力，深耕工业算力与城市算力场景，其经营稳定性与成长空间深度绑定全国算力网络建设进度与政企数字化转型需求，持续的技术研发与项目落地为其业务增长提供核心支撑；润泽科技深耕数据中心（IDC）与智能计算（AIDC）业务，重点布局京津冀等核心算力枢纽，自持大规模高等级数据中心资源，依托西部低成本绿电优势，聚焦离线数据存储、AI算力训练等核心业务，实现算力资源规模化、绿色化运营，是东数西算工程落地的核心受益企业。三家企业分别深耕算力配套、算力基建服务、IDC运营核心赛道，产业链定位、盈利模式与成长逻辑差异显著，但共同指向了技术自主创新、精细化场景运营、绿色算力深耕的行业长期发展趋势。
As a core national strategic initiative for the layout of China's digital economy infrastructure and the optimal allocation of computing power resources, the East-to-West Data Computing Industry continues to benefit from comprehensive drivers such as the upgrading of digital industrialization, the explosive demand for AI computing power, the market-oriented reform of data elements, and the coordinated development of nationwide computing power networks. Its industrial efficacy has expanded beyond the initial implementation of single data center infrastructure to encompass the restructuring of computing power supply and demand across the country, the synergy between eastern and western regions in the digital industry, and the green and low-carbon transformation of computing power. Currently, within this industry landscape, diverse sectors—including computing power hardware manufacturing, IDC data center operations, computing power thermal management support, computing power network transmission, and industry-specific computing services—are interwoven with both competition and cooperation. Market participants are increasingly engaged in fierce competition over hub node resources, core technological barriers, large-scale implementation capabilities, and access to leading clients. The industry is evolving from an initial phase focused on infrastructure deployment to a mature stage characterized by routine and refined operations, as well as the deep exploration of computing power value. The state continues to advance the construction of eight major computing power hubs and ten large-scale data center clusters, while introducing supportive policies such as domestic computing power solutions, green computing power initiatives, and the integration of computing and networking, thereby injecting strong vitality into the technological iteration, capacity deployment, scenario expansion, and collaborative ecosystem development of enterprises involved in the East-to-West Data Computing initiative. Looking at the overall development trajectory of this industry, China's East-to-West Data Computing sector is undergoing a critical transition from scale-driven infrastructure expansion to value-driven enhancement of computing power efficiency. The self-developed core hardware capabilities, the level of computing-network integration, the efficiency of green and low-carbon operations, and the depth of commercialization will become the cornerstone for the long-term development of this industry.
According to the latest "2026 China East–West Data Transfer Market Status and Benchmark Enterprise Analysis Report" released by iiMedia Research (a globally leading third-party data mining and analysis firm in the new economy sector), China's East–West Data Transfer industry exhibits a distinct pattern of head concentration and strengthened dominance among leading enterprises, with both market capitalization and revenue concentration at relatively high levels. The top three companies by market capitalization in this sector are Inspur Information (RMB 119.372 billion), Zhongtian Technology (RMB 109.965 billion), and Runze Technology (RMB 109.293 billion); their combined market capitalization accounts for 53.96% of the total market capitalization of the TOP 10 players, fully highlighting the dominant market position of these industry leaders. The top three companies by revenue are Inspur Information (RMB 35.470 billion), Unisplendour Technology (RMB 27.985 billion), and Zhongtian Technology (RMB 13.142 billion); their combined revenue represents 85.12% of the total revenue of the TOP 10 firms, indicating a strong concentration of revenue resources among the leading enterprises. Analysts from iiMedia Research note that the leading enterprises are in a mature stage, consolidating their core products to expand their market share; whereas small and medium-sized enterprises are mostly in the early growth phase and need to break through through differentiated services or vertical application scenarios. This industry landscape is expected to persist in the short term, but the growing demand for computing power may give rise to new shifts.
By studying typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within the "East Data, West Computing" industry sector. As a benchmark enterprise in the supporting infrastructure for computing power, Yingweike has deeply specialized in energy-saving temperature control technologies for data centers, such as liquid cooling and air cooling; it precisely aligns with the green and low-carbon development requirements of the "East Data, West Computing" project by providing efficient heat dissipation solutions for major computing power hubs; through continuous technological iteration and product upgrades, the company has consistently strengthened its core advantages in the supporting infrastructure for computing power. Baoxin Software focuses on Industrial Internet and data center services, actively participates in the construction of national computing power hub nodes, and possesses comprehensive service capabilities spanning the entire lifecycle—from data center planning and construction to operation—while specializing in industrial computing power and urban computing scenarios; its operational stability and growth potential are closely tied to the progress of national computing power network construction and the digital transformation needs of government and enterprise sectors, with ongoing R&D efforts and project implementation serving as the core foundation for its business growth. Runze Technology specializes in data center (IDC) and intelligent computing (AIDC) businesses, focusing its strategic layout on key computing power hubs such as the Beijing-Tianjin-Hebei region, owning large-scale, high-grade data center resources, leveraging the cost advantages of low-cost green electricity in western China, and concentrating on core business areas such as offline data storage and AI computing training, thereby achieving large-scale and green operations of computing power resources; it is a key beneficiary of the implementation of the "East Data, West Computing" project. These three enterprises specialize in distinct core segments: computing power supporting infrastructure, computing power infrastructure services, and IDC operations; while their industrial chain positioning, profit models, and growth logic differ significantly, they collectively reflect the long-term industry trends toward independent technological innovation, refined scenario-specific operations, and deep cultivation of green computing power.

艾媒咨询 | 2026-2027年中国新鲜零食行业发展研究报告

2026年，中国新鲜零食行业迈入从规模扩张向质量提升转变的关键时期，消费升级与产业变革成为行业发展主旋律。消费者健康意识持续深化，对短保、少添加、现制现售零食的需求日益增长，推动行业跳出传统低价竞争赛道，加速向品质化、差异化方向演进。与此同时，跨界品牌与传统休闲食品企业相继入局，门店模式不断创新，供应链体系持续升级，共同驱动行业格局加速成型。
在这一关键阶段，新鲜零食行业迎来消费端与产业端双重转型节点。消费者行为洞察显示，品类认知基础趋于稳固，消费结构向新鲜零食倾斜，但门店选址、排队耗时、品控稳定性等体验短板仍是制约复购的关键因素。供应链层面，短保特征倒逼企业强化冷链配套与周转效率，头部品牌通过自建中央工厂、布局区域生产节点构建竞争壁垒。门店运营层面，标准门店与店中店模式并行发展，明档制作与现制体验持续强化消费者信任。行业竞争维度已从单纯的价格比拼，转向产品创新、体验优化与运营效率的系统性较量。
市场数据充分印证新鲜零食行业长期向好的成长韧性，国内居民健康消费理念持续深化，叠加供应链能力升级、门店模式创新等多重利好共同托底市场。数据显示，中国零食集合店行业市场规模达1239亿元，行业整体进入深度调整与转型升级的关键阶段。(《2026-2027年中国新鲜零食行业发展研究报告》完整高清PDF版共59页，可点击文章底部报告下载按钮进行报告下载）
In 2026, Chi

艾媒咨询 | 2026年中国家居防蛀防霉行业发展趋势报告

iiMedia Research（艾媒咨询）数据显示，2025年中国家居专用防蛀防霉产品市场规模达79亿元，预计2035年将增至138.7亿元。艾媒咨询分析师认为，当前市场核心驱动力来自存量住宅与定制柜体的复购刚需，以及南方潮湿气候的消费支撑，抗周期性较强。未来，面对渗透率见顶、地产红利消退及同质化价格内卷，中高端与多功能、天然无刺激的产品升级将成为破局关键。
当前，中国防蛀防霉行业正围绕供应链优化、渠道拓展、产品升级与技术创新四大方向持续演进。原材料价格波动促使企业加强供应链管理与成本控制；电商渠道扩张加速产品市场渗透，强化日常家庭消费属性；消费升级与监管要求提升推动产品向天然化、安全化、低刺激方向迭代；技术研发则聚焦长效缓释、环保配方及细分场景应用，通过提升防护周期与使用体验，增强产品附加价值与市场竞争力。(《艾媒咨询 | 2026年中国家居防蛀防霉行业发展趋势报告》完整高清PDF版共33页，可点击文章底部报告下载按钮进行报告下载）
According to iiMedia Research, the market size of household mothproofing and mildew-proofing products in China reached 7.9 billion yuan in 2025 and is projected to incre

艾媒咨询 | 广东“媒体＋”赋能百千万工程农产品市场体系建设三年行动方案（2025-2027年）年度实施成效评价报告

本报告聚焦广东省全国首创的“媒体+农业”跨部门协同赋能机制，围绕服务“百千万工程”战略目标，系统复盘政策实施一周年的实践成效与发展成果。
　　一年来，全省农产品媒体传播热度、品牌价值、产业效益、农旅融合水平全面提升，荔枝、清远鸡、新会陈皮等特色产业提质增效，年桔、四会兰花等品类实现场景破圈，预制菜产业稳居全国前列，农户发展信心持续增强。
　　报告深入阐释公信力迁移、内容叙事赋能、资源协同放大等核心运行逻辑，同时客观梳理数据体系不完善、品牌发展不均衡、产业链赋能不深入、长效机制不健全等短板。立足发展实际，报告针对性提出完善数据评估体系、深耕产业链赋能、强化人才培育、构建长效机制等优化路径，为持续深化“媒体+农业”赋能、推动广东现代农业高质量发展提供参考。(《艾媒咨询 | 广东“媒体＋”赋能百千万工程农产品市场体系建设三年行动方案（2025-2027年）年度实施成效评价报告》完整高清PDF版共27页，可点击文章底部报告下载按钮进行报告下载）
　　This report focuses on the "media + agriculture" cross-departmental collaborative empowerment mechanism, which was pioneered in Guangdong Province. Centered on the strate

艾媒咨询 | 2026年中国无人机产业运行及典型企业研究报告

作为低空经济发展与智能装备升级的核心引擎，无人机产业持续受益于低空空域开放深化、人工智能技术融合与下游应用场景扩容的全方位赋能，其效能已从单纯的硬件产品制造延伸至产业生态重塑与多元应用场景革新。当前，行业版图内消费级无人机、工业级安防巡检、物流配送、农林植保及军工特种应用等多元赛道竞合交织，市场主体对核心飞控技术、场景落地资质与规模化运营能力的争夺日趋白热化，监管框架从包容审慎的起步阶段向常态化、精细化规范演进。在政策端，支持低空经济高质量发展、鼓励无人机技术创新与商业化落地的信号持续释放，为无人机企业在技术研发、产能布局及场景拓展探索中注入了新的活力。纵观行业发展脉络，中国无人机产业正经历从规模扩张向价值创造的跃迁，核心技术自主化水平、场景应用渗透的广度深度将成为进一步发展的关键支点。
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年中国无人机市场状况及典型企业分析报告》数据显示，无人机板块上市公司区域集聚特征突出，分布最集中的前三名省（市）依次为：广东（30家、6310.36亿元）、浙江（10家、4587.07亿元）、北京（25家、4427.05亿元）。艾媒咨询分析师认为，广东以企业数量优势占据产业龙头地位，形成了显著的产业集群效应；前三名省（市）公司数量占比达46.10%且市值占比达53.68%，整体产业格局呈现高度集中化特征。无人机行业板块市值前三名企业依次为：海康威视（3157.30亿元）、顺丰控股（1686.48亿元）、中航沈飞（1143.89亿元）。艾媒咨询分析师认为，头部企业市值集中度偏高，前三名占TOP10总市值的51.87%。行业龙头效应显著，竞争集中于场景落地的多元化应用，但传统制造与科技服务权重分化，反映无人机行业正从硬件制造向综合解决方案演进，处于快速成长与整合阶段。
通过对典型企业的研究，可以更直观地了解无人机产业板块各具特色的布局和差异化的发展路径。中直股份作为国内航空装备领域的核心企业，依托军工航空技术积淀布局工业级与特种无人机整机研发制造，展现了高端装备技术同源延伸与军民融合协同的发展路径；海康威视作为智能安防与视觉AI龙头，将无人机与感知技术、数据平台深度融合，面向多行业提供一体化巡检解决方案，其无人机业务的成长深度绑定于AI技术迭代与下游行业数字化需求，持续的研发投入对其产品功能升级与场景边界拓展构成了关键支撑；顺丰控股作为物流无人机商业化落地的典型，凭借成熟的物流网络与运营体系，推动无人机在末端配送、应急物流等场景的规模化应用，实现了主业协同与新增长曲线培育的双向突破。三家企业的产业链定位、业务模式与成长逻辑虽有差异，但共同指向了核心技术深耕、场景价值挖掘与产业生态协同的长期发展方向。
As the core engine driving the development of the low-altitude economy and the upgrading of intelligent equipment, the drone industry continues to benefit from comprehensive advancements in the deepening opening of low-altitude airspace, the integration of artificial intelligence technologies, and the expansion of downstream application scenarios. Its scope has evolved beyond mere hardware manufacturing to encompass industrial ecosystem transformation and innovation across diverse application fields. Currently, the industry landscape features a complex interplay of competitive and collaborative segments—including consumer drones, industrial security inspection, logistics delivery, agricultural and forestry plant protection, and specialized military applications. Competition among market players for core flight control technologies, certification for scenario implementation, and large-scale operational capabilities has intensified significantly, while the regulatory framework has progressed from an initial phase of inclusive prudence toward more standardized and refined regulation. On the policy front, sustained signals supporting high-quality development of the low-altitude economy and encouraging technological innovation and commercialization of drones have injected new vitality into enterprises 'efforts in R&D, capacity deployment, and scenario exploration. Overall, China's drone industry is transitioning from scale expansion to value creation, with the level of core technology autonomy and the breadth and depth of scenario adoption becoming pivotal drivers for further growth.
According to the latest "2026 China UAV Market Status and Typical Enterprise Analysis Report" released by iiMedia Research, a globally leading third-party data mining and analysis institution for new economy industries, listed companies in the UAV sector exhibit pronounced regional clustering characteristics. The top three provinces (cities) with the highest concentration are Guangdong (30 companies, RMB 631.036 billion), Zhejiang (10 companies, RMB 458.707 billion), and Beijing (25 companies, RMB 442.705 billion). Analysts at iiMedia Research note that Guangdong holds a dominant position in the industry due to its superior number of enterprises, fostering significant industrial cluster effects; these three provinces account for 46.10% of all companies and 53.68% of total market capitalization, reflecting a highly concentrated industry landscape. The top three companies by market capitalization in the UAV sector are Hikvision (RMB 315.730 billion), SF Holding (RMB 168.648 billion), and AVIC Shenyang Aircraft Corporation (RMB 114.389 billion). Analysts emphasize that market capitalization is highly concentrated among leading firms, with the top three accounting for 51.87% of the total market value of the top ten companies. The industry demonstrates strong leadership, with competition focused on diversified application scenarios, while the weight distribution between traditional manufacturing and technology services reflects the industry's evolution from hardware production to comprehensive solutions, indicating a phase of rapid growth and consolidation.
Through the study of typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within the drone industry sector. Zhongzhi Co., Ltd., as a core enterprise in China's aviation equipment field, leverages its expertise in military aviation technology to develop and manufacture industrial-grade and specialized drones, demonstrating a development path that integrates advanced equipment technologies with civil-military synergy. Hikvision, a leader in intelligent security and visual AI, deeply integrates drones with perception technologies and data platforms, providing integrated inspection solutions for multiple industries. The growth of its drone business is closely tied to AI technological advancements and the digitalization needs of downstream sectors, with sustained R&D investments serving as a critical driver for product functionality upgrades and expansion of application scenarios. SF Holding, a benchmark in the commercial deployment of logistics drones, utilizes its mature logistics network and operational system to promote large-scale applications of drones in last-mile delivery and emergency logistics, achieving dual breakthroughs in both core business synergy and new growth trajectory cultivation. Although these three companies differ in their industrial chain positioning, business models, and growth strategies, they collectively point toward a long-term development direction focused on deepening core technologies, unlocking scenario value, and fostering industrial ecosystem collaboration.