艾媒咨询 | 国潮文化突围——2026年潮玩行业消费趋势研究报告

近年来，潮玩行业持续受益于国潮文化、IP经济、谷子经济、社交媒介及年轻消费群体身份认同的全方位赋能，其消费价值已从单一盲盒收藏延伸至文化认同、情感陪伴、社交货币与日常审美等多场景融合。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《国潮文化突围——2026年潮玩行业消费趋势研究报告》数据显示，2017-2029年中国谷子经济市场规模呈持续稳步上升趋势，从537亿元预计增长至3089亿元，整体高速增长。潮玩作为谷子经济与国潮文化的重要载体，有望持续受益于文化消费扩容。
2026年中国潮玩消费者希望行业发展方向中，结合国潮文化打造本土特色产品、提升产品质量优化性价比分别占56.66%、55.54%，丰富产品品类占43.67%。分性别看，男性因“产品款式更符合日常审美”“支持国货与本土设计师”“更贴合国潮/中国文化审美”选择国内潮玩品牌的比例分别为36.84%、35.09%、35.09%，女性对应为31.96%、30.70%、27.85%；女性因“价格更亲民、性价比更高”选择的比例为28.80%，高于男性的25.44%。国潮认同、品质性价比与日常审美正成为驱动国内潮玩品牌选择的关键因素。
艾媒咨询分析师认为，当前潮玩消费正由盲盒式符号消费转向文化认同、品质性价比与规范秩序并重，原创保护低占比并非需求弱，而是被国潮、品控等显性体验遮蔽。商家应开发国潮叙事与实用功能结合的中价位产品，强化品控与防伪溯源，联合文旅、教育场景开展主题快闪和联名营销，以原创故事内容提升复购与品牌信任。未来，随着国潮文化持续深化与谷子经济生态完善，潮玩行业仍具备强劲的增长潜力与品牌突围空间。
In recent years, the trendy toy industry has continuously benefited from comprehensive empowerment driven by China-fashion culture, IP economy, "Guzi economy," social media platforms, and the sense of identity among young consumers. Its consumption value has evolved from mere blind-box collecting to integration across multiple scenarios—including cultural identity, emotional companionship, social currency, and everyday aesthetics. According to data from iiMedia Research, a globally leading third-party data mining and analysis firm for new economy industries, in its latest report "Breakthrough of China-fashion Culture: 2026 Trend Research Report on the Trendy Toy Industry," the market size of China's "Guzi economy" has shown a steady upward trend from 2017 to 2029, growing from CNY 53.7 billion to an estimated CNY 308.9 billion, reflecting overall rapid growth. As a key vehicle for both the "Guzi economy" and China-fashion culture, the trendy toy sector is poised to continue benefiting from the expansion of cultural consumption.
In 2026, among Chinese trendy toy consumers, the preferred development directions for the industry were: creating locally distinctive products aligned with China-fashion culture (56.66%), enhancing product quality and optimizing cost-performance ratio (55.54%), and diversifying product categories (43.67%). By gender, among men, the proportions choosing domestic trendy toy brands based on "product styles better aligning with everyday aesthetics," "supporting domestic products and local designers," and "better matching China-fashion/Chinese cultural aesthetics" were 36.84%,35.09%, and 35.09%, respectively; among women, these proportions were 31.96%,30.70%, and 27.85%, respectively. Additionally, among women, the proportion choosing brands due to "more affordable prices and higher cost-performance ratio" was 28.80%, exceeding the 25.44% observed among men. China-fashion identity, quality and value proposition, and everyday aesthetic appeal are becoming key drivers for domestic collectible toy brands.
Analysts at iiMedia Research believe that current collectible toy consumption is shifting from blind-box symbolic consumption toward a balanced focus on cultural identity, quality and value proposition, and established norms. The low proportion of original content protection does not indicate weak demand, but rather that such demand is overshadowed by tangible experiences like China-fashion and quality control. Brands should develop mid-priced products that integrate China-fashion narratives with practical functionality, strengthen quality control and anti-counterfeiting traceability measures, and collaborate with cultural tourism and educational initiatives to launch themed pop-up events and co-branded marketing campaigns—leveraging original storytelling to boost repeat purchases and brand trust. In the future, as China-fashion culture continues to deepen and the grain-based economic ecosystem matures, the collectible toy industry still holds strong growth potential and opportunities for brand breakthroughs.

艾媒咨询 | 深夜与工位的慰藉——2025年快销食品行业消费者认知研究报告

近年来，快销食品行业持续受益于夜经济、即时零售、情绪消费、碎片化办公及通勤差旅等多元场景的全方位赋能，其消费价值已从传统的充饥饱腹延伸至深夜慰藉、工位续航、旅途陪伴与情绪代偿等多场景融合。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《深夜与工位的慰藉——2025年快销食品行业消费者认知研究报告》数据显示，2010-2025年中国休闲零食市场规模由4100亿元增至11804亿元，2030年预计13330亿元，行业规模持续扩容，为快销食品多场景渗透提供了坚实支撑。
2025年中国快销食品消费者购买烘焙食品用于替代正餐（如早餐）的占比达69.17%，用于充饥和当零食的分别占58.30%和54.15%，而以送礼为目的的仅占16.40%，烘焙食品的“正餐替代”属性突出。与此同时，2025年中国消费者因宵夜（61.11%）、熬夜加班（54.88%）、解馋（52.02%）及长途旅行（51.18%）选购方便食品的占比均突破五成，而作为正餐替代仅占34.68%。方便食品消费已深度嵌入夜间与碎片化非正餐场景，正餐化渗透仍有明显缺口。
艾媒咨询分析师认为，当前方便食品消费已深度嵌入夜间经济、情绪慰藉及碎片化办公等非正餐场景，其核心价值正从传统饱腹功能向即时满足与情感代偿跃迁，正餐化渗透仍存在明显缺口。建议行业商家紧抓“深夜食堂”与“工位续命”两大高频场景，针对性研发低负罪感、强口味记忆的宵夜及加班专线产品，并通过绑定通勤差旅、追剧解馋等细分情境开展场景化内容营销，以情绪价值驱动品类溢价与复购转化。
In recent years, the fast-moving consumer goods (FMCG) sector has continuously benefited from comprehensive empowerment across diverse scenarios—including the night economy, instant retail, emotional consumption, fragmented work arrangements, and commuting and travel—expanding its consumer value from traditional hunger satisfaction to multi-scenario applications such as late-night comfort, workstation energy replenishment, travel companionship, and emotional compensation. According to data from iiMedia Research, a globally leading third-party data mining and analytics firm for new economic industries, in its latest report titled "Late-Night and Workstation Comfort: 2025 FMCG Consumer Perception Research Report," China's leisure snack market size grew from CNY 410 billion in 2010 to CNY 1,180.4 billion between 2010 and 2025, with projections reaching CNY 1,333 billion by 2030. This sustained expansion of the industry has provided solid support for the multi-scenario penetration of FMCG products.
In 2025, among Chinese FMCG consumers, 69.17% of baked goods purchases were made to replace main meals (e.g., breakfast), while 58.30% were for hunger satisfaction and 54.15% for snacking; purchases for gifting accounted for only 16.40%, highlighting the prominent "main meal replacement" attribute of baked goods. Concurrently, in 2025, the proportion of Chinese consumers purchasing ready-to-eat foods for late-night snacks (61.11%), staying up late for overtime work (54.88%), satisfying cravings (52.02%), and long-distance travel (51.18%) all exceeded 50%, whereas purchases for main meal replacement accounted for only 34.68%. The consumption of ready-to-eat foods has become deeply embedded in nighttime and fragmented non-main meal scenarios, yet its penetration in main meal contexts still faces a significant gap.
Analysts at iiMedia Research contend that the consumption of convenience foods has now become deeply integrated into non-traditional dining scenarios—such as the nighttime economy, emotional solace, and fragmented work environments. The core value of these products is shifting from the traditional function of providing physical satiety toward offering instant gratification and emotional compensation; however, there remains a significant gap in their penetration into formal dining contexts. The researchers recommend that industry players focus on two high-frequency scenarios— "late-night dining" and "workplace sustenance" —by developing late-night snack products and dedicated "overtime" product lines that minimize guilt and enhance flavor recall. Furthermore, they suggest leveraging specific contextual scenarios—such as commuting and business travel, or satisfying cravings while binge-watching series—to execute scenario-based content marketing, thereby harnessing emotional value to drive category premiumization and increase repeat purchase rates.

艾媒咨询 | 车载音乐新蓝海——2026年音乐行业用户体验研究报告

近年来，音乐行业持续受益于智能座舱、AI生成音乐、多终端协同、内容付费及演出融合生态的全方位赋能，其消费场景已从单一的手机听歌延伸至车载出行、运动穿戴、家居休闲与便携播放等多场景融合，车载音乐正成为行业增长的新蓝海。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《车载音乐新蓝海——2026年音乐行业用户体验研究报告》数据显示，中国车载音乐市场规模由2018年的28.4亿元持续增至2025年的350.8亿元，7年间规模扩大约12.4倍，年均复合增速约43%，整体呈高速扩张态势，车载场景已成为音乐消费的重要增量入口。
从用户期待看，独立音乐人扶持体系完善（29.78%）、AI生成音乐普及化（28.99%）、音乐付费模式多元化（28.77%）及线下线上演出融合（28.54%）位列用户期待前列，反映出用户对内容生态、技术应用与商业模式创新的多元诉求。从终端分布看，2026年中国音乐用户使用手机体验音乐App占比达43.37%，车载音乐系统、手表/穿戴设备、便携音乐播放器分别占31.60%、29.67%、28.88%，多终端分布特征显著，手机虽仍居首位，但车载与穿戴设备已形成重要补充。
艾媒咨询分析师认为，音乐消费正从手机单极向车载、穿戴、家居等全场景渗透，通勤与运动等碎片化场景需求加速释放，跨终端无缝衔接已成为用户体验核心诉求。建议商家加快开发适配车载与穿戴设备的轻量化产品，实现多终端账号同步与内容无缝流转，并针对通勤、运动、家居等场景构建差异化曲库推荐及场景化会员营销策略，全面提升用户全场景粘性与付费意愿。未来，随着智能座舱普及与车载内容生态完善，车载音乐市场仍具备强劲的增长潜力与商业创新空间。
In recent years, the music industry has continuously benefited from comprehensive empowerment across intelligent cockpits, AI-generated music, multi-terminal collaboration, paid content models, and integrated performance ecosystems. Its consumer scenarios have evolved from standalone mobile music listening to multi-scenario integration encompassing in-vehicle entertainment, sports wearables, home leisure, and portable playback, with in-vehicle music emerging as a new blue ocean for industry growth. According to data from iiMedia Research—the world-leading third-party data mining and analytics firm for the new economy sector—published in its latest report "The New Blue Ocean of In-Vehicle Music: 2026 Music Industry User Experience Research Report," China's in-vehicle music market size has grown steadily from CNY 2.84 billion in 2018 to CNY 35.08 billion in 2025, representing a roughly 12.4-fold expansion over seven years, with a compound annual growth rate of approximately 43%. This overall trend indicates rapid market expansion, and the in-vehicle scenario has become a crucial growth channel for music consumption.
In terms of user expectations, the following factors rank highest: well-established support systems for independent musicians (29.78%), widespread adoption of AI-generated music (28.99%), diversified paid music models (28.77%), and integration of offline and online performances (28.54%). These findings reflect users' diverse demands for content ecosystems, technological applications, and innovative business models. From the perspective of terminal distribution, in 2026, the proportion of China's music users accessing music apps via mobile phones will reach 43.37%, while those using in-vehicle music systems, smartwatches/wearable devices, and portable music players will account for 31.60%,29.67%, and 28.88% respectively. This demonstrates a pronounced multi-terminal distribution trend: although mobile phones remain the primary channel, in-vehicle and wearable devices have become important complementary channels.
Analysts at iiMedia Research believe that music consumption is evolving from a single-channel reliance on mobile phones to encompassing all scenarios—including in-vehicle, wearable, and home environments. The demand in fragmented scenarios such as commuting and exercise is growing rapidly, and seamless cross-terminal integration has become a core requirement for user experience. Merchants are advised to accelerate the development of lightweight products tailored for in-vehicle and wearable devices, enabling synchronized accounts across multiple terminals and seamless content transfer. Additionally, they should create differentiated music library recommendations and scenario-based membership marketing strategies for specific contexts like commuting, exercise, and home use, thereby enhancing overall user engagement across all scenarios and boosting willingness to pay. In the future, with the widespread adoption of smart cockpits and the continuous refinement of in-vehicle content ecosystems, the in-vehicle music market is poised to maintain strong growth potential and ample room for commercial innovation.

艾媒咨询 | 智能养宠成风口——2026年宠物经济行业消费趋势研究报告

iiMedia Research（艾媒咨询）发布《智能养宠成风口——2026年宠物经济行业消费趋势研究报告》，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。当前中国宠物经济行业正步入从规模扩张向质量升级跃迁的关键阶段，情感消费与科学养宠理念的深化正在重塑产业格局。iiMedia Research（艾媒咨询）数据显示，中国宠物经济市场规模由2015年的978亿元持续扩张至2025年的8114亿元，预计2030年将突破12800亿元，十余年增幅超十二倍，增长动能强劲。随着养宠人群对宠物健康、陪伴质量与生活品质的关注持续加深，消费重心正从基础食品用品向高端功能性食品、智能设备及轻医疗康养服务延伸，行业价值链条不断拉长。宠物消费从“养活”迈向“养好”，智能化、健康化与情感化成为驱动行业增长的核心动能。本报告立足真实消费视角，系统梳理宠物消费者的购买动机、品类偏好、渠道选择与品牌信任逻辑，复盘各细分赛道的市场表现，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 | 为体验与身份买单——2026年新生代市场消费者需求调研报告

近年来，新生代消费群体持续受益于体验经济、社交媒介、圈层文化与悦己消费的全方位赋能，其消费逻辑已从单一的商品功能满足延伸至身份表达、情绪价值、社交参与与沉浸体验等多场景融合。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《为体验与身份买单——2026年新生代市场消费者需求调研报告》数据显示，2020年中国体验经济市场规模为3.22万亿元，2025年升至19.67万亿元，预计2035年将达59.66万亿元。体验经济持续扩容，为新生代“为体验与身份买单”提供了坚实的市场基础。
2026年中国新生代消费者愿大额投入的消费场景中，数码产品以58.70%居首，健身/运动装备与课程（35.09%）和护肤/美妆/医美（33.54%）紧随其后，而收藏品仅占8.39%。在线下体验项目中，轻运动（骑行、飞盘、徒步、攀岩等）每季度至少消费一次的比例最高（28.64%），短途出行/城市微旅行“从未体验过”的比例最低（8.82%），而主题乐园/研学、手工DIY体验的月度高频消费占比均超过26%，密室/剧本杀及演唱会/音乐节的月度消费占比亦在21%以上。新生代消费呈现出“高频轻体验日常化、重体验文娱分层化”的鲜明特征。
艾媒咨询分析师认为，新生代消费者已从“浅层打卡”转向“高频沉浸”，追求兼具社交属性、情绪价值与身体参与的复合型体验，其中轻运动与短途出行正成为日常化刚需，而重体验、强叙事的文娱项目则呈现明显的分层消费特征。建议商家一方面将产品设计为“轻量化+社交化”组合，例如推出周末短途运动社群套餐或主题化徒步路线；另一方面利用高频场景带动低频项目，如以手工DIY工作坊搭配展览门票、剧本杀与城市漫步联票，并通过会员订阅制锁定每月复购意愿较强的核心客群。
In recent years, the new generation of consumers has continuously benefited from comprehensive empowerment driven by the experience economy, social media, niche culture, and self-care consumption. Their consumption logic has evolved from merely fulfilling product functionality to encompassing multiple integrated scenarios, including identity expression, emotional value, social participation, and immersive experiences. According to data from iiMedia Research—a globally leading third-party data mining and analysis firm for the new economy sector—titled "Paying for Experience and Identity: 2026 Market Consumer Demand Research Report for the New Generation of Consumers," the size of China's experience economy market reached 3.22 trillion yuan in 2020, rose to 19.67 trillion yuan in 2025, and is projected to reach 59.66 trillion yuan by 2035. The ongoing expansion of the experience economy has provided a solid market foundation for this new generation of consumers to "pay for experience and identity."
In 2026, among consumption scenarios where China's new-generation consumers are willing to make substantial expenditures, digital products led with 58.70%, followed by fitness/sports equipment and courses (35.09%) and skincare/beauty/medical aesthetics (33.54%), while collectibles accounted for only 8.39%. Among offline experience activities, light sports (cycling, frisbee, hiking, rock climbing, etc.) showed the highest proportion of participants who engaged in them at least once per quarter (28.64%), whereas short-distance travel/city micro-trips had the lowest proportion of those who "had never experienced them" (8.82%). In contrast, thematic parks/educational tours and DIY craft experiences each accounted for over 26% of monthly high-frequency consumption, while escape rooms/role-playing games and concerts/musical festivals also exceeded 21% in monthly consumption share. The consumption patterns of the new generation of consumers are characterized by two distinct trends: "high-frequency, low-experience, everyday activities" and "high-experience, narrative-driven entertainment offerings with clear segmentation."
Analysts at iiMedia Research observe that this demographic has shifted from "superficial check-ins" to "high-frequency immersive experiences," seeking composite experiences that combine social attributes, emotional value, and physical engagement. Among these, light exercise and short-distance travel are becoming essential daily necessities, while high-experience, narrative-driven entertainment offerings exhibit pronounced segmentation in consumer demand. Merchants are advised to, on one hand, design products as a combination of "lightweight features + socialization," such as launching weekend short-distance sports community packages or themed hiking routes; and, on the other hand, leverage high-frequency scenarios to drive engagement with low-frequency offerings—for example, pairing DIY workshops with exhibition tickets, or bundling role-playing games with urban strolls—while utilizing membership subscription models to lock in core customer segments with strong monthly repurchase intent.

艾媒咨询 | 要便利更重健康——2026年预制烘焙行业消费者认知研究报告

iiMedia Research（艾媒咨询）发布《要便利更重健康——2026年预制烘焙行业消费者认知研究报告》，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。当前中国烘焙食品零售市场正处于规模稳步扩容与消费场景重构的关键阶段，预制烘焙作为零售化程度最高的细分品类，正迎来渠道渗透加速与品质认知重塑的双重窗口期。iiMedia Research（艾媒咨询）数据显示，2021年至2025年中国烘焙食品零售市场规模由4745.2亿元增长至6621.5亿元，预计2030年将达到9065.3亿元。随着消费者购买决策越来越依赖零售终端的可得性与便利性，烘焙消费的竞争场域正从街边现烤门店向商超、便利店、即时零售等高频场景迁移，预制烘焙的渠道嵌入优势随之凸显。在此背景下，预制烘焙消费正从“应急替代”迈向“日常优选”，便捷性、新鲜度与健康化成为消费者权衡产品的核心标尺，价格敏感度则退居其后。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，系统梳理预制烘焙消费者的购买动机、品类偏好、渠道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 | 2026年中国Robotaxi行业发展趋势及标杆企业研究报告

作为智能出行与交通变革的核心赛道，Robotaxi产业持续受益于人工智能、车路协同、高精地图及云计算对感知决策、调度运营、安全冗余及乘客服务等环节的全方位赋能，其效能已从单纯的自动驾驶技术验证延伸至全无人商业化运营、混合派单与智慧交通融合等场景革新。当前，行业版图内科技巨头、自动驾驶初创公司及出行平台等多元模式竞合交织，企业对运营区域、用户流量与政策牌照的争夺日趋白热化，监管框架从道路测试向全无人商业化试点、常态化精细治理演进。在政策端，智能网联汽车准入试点、自动驾驶出行服务推广及新型基础设施建设信号持续释放，为Robotaxi企业在技术研发、模式创新及城市拓展中注入了新的活力。纵观行业发展脉络，Robotaxi产业正经历从技术验证向规模运营与单位经济模型优化的跃迁，自动驾驶技术与出行场景融合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Robotaxi行业发展趋势及标杆企业研究报告》数据显示，中国无人驾驶汽车行业市场规模持续扩容，2015年至2029年由30.5亿元升至预计1206.7亿元。头部企业在技术积累、运营数据和资本实力方面占据优势，集中度较高，但全栈自研、车企合作与出行平台等赛道和模式有所差异。
通过对典型企业的研究，可以更直观地了解Robotaxi板块各具特色的布局和差异化的发展路径。百度萝卜快跑以其在自动驾驶全栈技术与出行服务平台上的综合优势，展现了Apollo技术底座与多城市全无人商业化运营协同的路径；小马智行作为自动驾驶技术研发的深耕者，其经营情况与估值波动深度绑定于Robotaxi车队规模扩张及中美双市场政策推进节奏，研发投入对其感知算法与系统冗余迭代构成了关键支撑；滴滴自动驾驶作为出行平台赋能自动驾驶的代表，凭借在网约车场景、混合派单及用户流量上的积累，实现了自动驾驶技术与出行服务生态的联动发展。三家企业的资产结构、盈利质量与估值逻辑虽有差异，但共同指向了精细化运营、持续创新与自动驾驶商业化价值的深度挖掘。
As a core sector in intelligent mobility and transportation transformation, the Robotaxi industry continues to benefit from the comprehensive empowerment of artificial intelligence, vehicle-road coordination, high-definition mapping, and cloud computing across key areas—including perception and decision-making, dispatch and operations, safety redundancy, and passenger services. Its capabilities have evolved from mere validation of autonomous driving technologies to innovative applications spanning fully unmanned commercial operations, hybrid dispatching, and integration with smart transportation systems. Currently, within the industry landscape, diverse players—tech giants, autonomous driving startups, and mobility platforms—engage in both competition and collaboration. Competition among enterprises over operational territories, user traffic, and regulatory permits has intensified, while regulatory frameworks are shifting from road testing to fully unmanned commercial pilot programs and routine, refined governance. On the policy front, ongoing initiatives—such as pilot programs for intelligent connected vehicle access, promotion of autonomous driving mobility services, and development of new infrastructure—have injected new vitality into Robotaxi enterprises 'technological R&D, business model innovation, and urban expansion efforts. Tracing the industry's development trajectory, the Robotaxi sector is undergoing a transition from technological validation to large-scale operations and optimization of unit economic models. The breadth and depth of integration between autonomous driving technologies and mobility scenarios will become pivotal drivers for further growth.
According to the latest report, "2026 China Robotaxi Industry Development Trends and Benchmark Enterprise Research Report," released by iiMedia Research—a globally leading third-party data mining and analytics firm for new economy industries—China's autonomous driving vehicle market size has continued to expand, growing from CNY 3.05 billion in 2015 to an estimated CNY 120.67 billion by 2029. Leading enterprises possess advantages in technological accumulation, operational data, and capital strength, exhibiting high market concentration; however, their approaches differ in areas such as full-stack in-house R&D, collaborations with automakers, and partnerships with mobility platforms.
By studying representative companies, one can gain a clearer understanding of the distinctive strategic layouts and differentiated development paths of the Robotaxi sector. Baidu's Luobo KuaiPao leverages its comprehensive strengths in full-stack autonomous driving technology and mobility service platforms to demonstrate a synergistic path integrating its Apollo technology foundation with full-automated commercial operations across multiple cities. Pony.ai, as a dedicated player in autonomous driving technology R&D, sees its operational performance and valuation fluctuations closely tied to the expansion of its Robotaxi fleets and the pace of policy advancements in both Chinese and U.S. markets; its R&D investments provide critical support for its perception algorithms and system redundancy iterations. Didi's autonomous driving division, serving as a representative of mobility platforms empowering autonomous driving, has achieved integrated development of autonomous driving technology and its mobility service ecosystem by leveraging its accumulated experience in ride-hailing scenarios, hybrid dispatching models, and user traffic acquisition. Although these three companies differ in their asset structures, profitability profiles, and valuation logic, they collectively underscore the importance of refined operations, continuous innovation, and in-depth exploration of the commercial value of autonomous driving.

艾媒咨询 | 2026-2027年手机用户骚扰电话观察报告

近年来，随着移动通信深度普及与数字化生活全面渗透，骚扰电话问题持续困扰广大手机用户，成为影响通信体验与个人信息安全的重要民生议题。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年手机用户骚扰电话观察报告》数据显示，中国智能手机用户规模由2019年的882.2百万人稳步增长至2025年的1152.8百万人，预计2027年将达到1210.6百万人，但增速持续回落，用户规模红利逐步见顶，存量用户的通信体验与隐私保护诉求日益凸显。
从用户应对方式来看，给号码做标记提醒他人（32.57%）、将号码拉入黑名单（31.90%）、安装防骚扰软件（31.49%）及直接挂断（31.49%）为用户主要应对方式，反映出用户已形成一定的主动防御习惯，但治理手段仍以个体规避为主。对于骚扰电话屡禁不止的根源，30.96%的用户认为虚拟运营商审核宽松沦为骚扰电话温床，30.28%认为产业链成熟致使屡禁不止，29.88%指向个人信息泄露。用户认知已从单纯的“拦截不利”转向对源头审核、产业链治理与信息保护的系统性质疑。
艾媒咨询分析师认为，用户对骚扰电话治理的关切已从单纯技术拦截转向源头防控与违法成本过低的系统性焦虑，表明该问题已进入需多维共治的“深水区”。运营商及终端厂商应协同构建“源头审核+AI拦截+用户赋权”的立体防护体系，通过严控入网资质、升级识别模型、开放个性化黑白名单及“号码信用分”查询等功能，并将合规通信与隐私保护作为核心卖点加强宣导，切实提升用户信任与品牌黏性。
In recent years, with the widespread adoption of mobile communications and the full integration of digital lifestyles, the issue of harassment calls has continued to plague a vast number of mobile phone users, becoming a critical public concern that impacts both the communication experience and personal information security. According to data from the latest "2026–2027 Mobile Phone User Harassment Call Observation Report" released by iiMedia Research—a globally leading third-party data mining and analysis institution for the new economy industry—the number of smartphone users in China has steadily grown from 882.2 million in 2019 to 1,152.8 million in 2025, and is projected to reach 1,210.6 million by 2027. However, the growth rate has been steadily declining, and the demographic dividend of user growth is gradually reaching its peak. Consequently, the demands of existing users regarding communication experience and privacy protection have become increasingly prominent.
In terms of user response strategies, marking a number to alert others (32.57%), adding a number to a blacklist (31.90%), installing anti-harassment software (31.49%), and directly hanging up (31.49%) are the primary approaches adopted by users. This reflects that users have developed certain proactive defense habits, yet regulatory measures still primarily rely on individual avoidance behaviors. Regarding the root causes of the persistent prevalence of harassment calls, 30.96% of users attribute it to lax screening standards by virtual network operators, which have become breeding grounds for such calls; 30.28% attribute it to a mature industry ecosystem; and 29.88% point to personal information leaks. User perceptions have thus shifted from merely viewing "blocking as ineffective" to harboring systematic concerns about source screening mechanisms, industry ecosystem governance, and information protection measures.
Analysts at iiMedia Research believe that users' concerns regarding the regulation of spam calls have evolved from a focus solely on technical interception to a systemic anxiety centered on root-cause prevention and control, as well as the excessively low costs of legal violations; this indicates that the issue has entered a "critical phase" requiring multi-dimensional collaborative governance. Telecom operators and device manufacturers should collaborate to establish a comprehensive defense framework comprising "source-level screening + AI-based interception + user empowerment." This framework should include stringent controls over network access qualifications, upgrades to identification models, the provision of personalized black/white list features, and access to "number credit scores," while positioning compliant communications and privacy protection as core value propositions through targeted advocacy efforts. Such initiatives will effectively enhance user trust and strengthen brand loyalty.

艾媒咨询 | 2026年中国方便食品渠道定制消费趋势研究报告

2026年，会员商超、零食集合店加速布局自有专供SKU，渠道定制成为方便食品行业挖掘新增量的核心方向，零供共创模式快速落地，渠道反向定义产品成为行业新热点。
当前，国内方便食品渠道定制赛道形成三层竞争梯队：以安井、三全等为代表可开展深度共创的头部食品企业，具备单品类定制能力的中型厂商，仅承接贴牌代工的中小产能工厂。不同梯队企业能力边界、盈利水平、业务定位差异显著，共同推动行业从单纯供货向产品联合研发转型。
行业发展同时面临定制表层化改造、柔性供应链短板、贴牌订单冲击自有品牌、过度依附渠道削弱品牌力等多重风险。未来，渠道数据前置赋能研发，新品开发由事后验证转向需求前置；品类增长逻辑从打造大单品转向场景化创新；竞争重心由规模扩张转向柔性快反供应链能力建设；零供关系从简单交易逐步升级为价值共生。iiMedia Research（艾媒咨询）数据显示，2025年中国方便食品行业规模为9141亿元，预计2026年将达10749亿元。(《2026年中国方便食品渠道定制消费趋势研究报告》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, member supermarkets and snack aggregation stores will accelerate the establishment of their own exclusive SKUs.

艾媒咨询 | 2026年全球空气能行业白皮书

iiMedia Research（艾媒咨询）数据显示，2025年全球空气能市场规模达103.3亿美元，中国市场规模达291.8亿元；预计2030年全球市场规模将达166.6亿美元，中国市场规模将达462.4亿元。全球市场增长主要依靠各国双碳政策推动、存量化石锅炉改造需求释放以及海外能效法规的倒逼驱动；国内市场则更多依托低温技术迭代、工商业供热与烘干等新兴场景拓展来实现修复性增长。海内外市场驱动逻辑各有侧重，但空气能赛道的整体成长空间依然广阔。
全球空气能行业已形成金字塔形的分层竞争格局。海外暖通巨头凭借深厚的技术积淀和本土渠道优势占据领先地位；中国企业则依托完整的供应链体系快速崛起，并积极出海参与全球竞争。目前行业整体集中度仍偏低，日系、欧系、美系及中国厂商呈现多强并立的态势。随着并购整合与海外建厂持续推进，细分赛道上的专业品牌也在寻求突围，整体市场竞争格局仍具备较大的重构空间。
全球空气能行业在政策导向与能源价格周期的双重外部驱动下持续扩容。家用与商用两大赛道的技术分化不断加剧，全球化供应链与区域差异化渠道体系正逐步成型；同时，冷媒环保合规要求也在推动产品持续迭代升级。短期内，能源价格波动会扰动市场节奏，但政策层面对替代大趋势的支撑力度不变，行业竞争正从硬件产品竞争逐步转向解决方案与本地化服务能力的综合较量。