艾媒咨询 | 2026年中国咖啡机行业发展状况及消费趋势报告

iiMedia Research（艾媒咨询）数据显示，2025年中国咖啡机市场规模达107.30亿元，行业稳步扩容，预计2026-2030年市场规模持续上行，2030年有望增至175.47亿元。随着现磨咖啡消费兴起，居家自制咖啡需求不断释放，为咖啡机市场提供有力支撑。行业增长来源于咖啡消费渗透率的持续提升，但整体增速将逐步放缓。咖啡机厂商需要紧扣消费者使用痛点，推动产品体验升级，布局高端化、差异化产品线，抢抓市场增长红利。
iiMedia Research（艾媒咨询）数据显示，37.6%的消费者购买咖啡机旨在提升居家生活品质，而情绪价值正成为拉动消费需求的重要因素。咖啡机的使用场景主要涉及办公场景、居家加班提神及亲友聚会等场合。价格方面，501-2000元的中端机型最受消费者青睐；品类方面，半自动咖啡机的消费者认可度最高。在选购咖啡机时，品牌口碑是消费者的首要考量因素，清洁便捷与操作简易是其核心使用诉求，而清洁困难则是最大的使用痛点。
2026-2028年，中国咖啡机市场将迎来需求爆发与格局重构的重要阶段。咖啡机行业呈现“大行业、小品牌”的特征，市场整合将持续深化。从长远来看，行业增长逻辑正在发生转变，咖啡机市场正由粗放型的规模扩张转向价值深耕。咖啡机厂商应顺应高端化、全球化、智能化的发展趋势，依靠技术创新推动行业转型升级，构筑长期可持续的核心竞争力。(《2026年中国

艾媒咨询 | 2026年上半年中国具身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年上半年中国具身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，覆盖具身智能行业投融资全链条。2026年上半年中国具身智能主题投融资事件172起，总额1091.74亿人民币，投融资市场向大额集中型交易倾斜，行业已跨越早期技术验证阶段，逐步进入以场景落地和商业化闭环为核心的阶段。报告聚焦于具身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具身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 | 2026-2027年中国智能电视行业消费趋势报告

近年来，智能电视行业持续受益于显示技术、人工智能、物联网及内容服务生态的全方位赋能，其效能已从单一的视听终端延伸至智慧家庭控制、云游戏、远程教育与健康管理等多场景融合。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《2026-2027年中国智能电视行业消费趋势报告》数据显示，2016-2030年中国智能家居市场规模保持持续增长态势，2027年将突破1.2万亿元，2030年市场规模有望达到18439亿元。智能电视作为智能家居核心入口之一，有望持续受益于整体生态扩容。
当前中国智能电视行业硬件配置迭代过快（36.35%）、内置广告过多（31.49%）、系统流畅度不足（31.27%）及内容资源分散且价格高（30.83%）等问题反映突出，痛点集中于软体验与生态割裂层面，消费者对电视的期待正从显示终端向智慧家庭核心入口升级。消费者期望未来智能电视能实现全屋智能联动深度融合（37.79%）、AI智能交互升级（35.58%）、低功耗节能技术升级与护眼技术升级（均为34.03%）。
艾媒咨询分析师认为，物联网、AI技术迭代与消费升级是行业增长的核心驱动力。年轻消费群体崛起带动全屋智能需求释放，智能单品互联互通体验持续优化，不断拓宽智能电视应用场景。未来，随着下沉市场渗透加深与产品生态完善，智能电视市场仍具备强劲的增长潜力。
In recent years, the smart TV industry has continuously benefited from the comprehensive empowerment provided by display technology, artificial intelligence, the Internet of Things, and the content service ecosystem; its applications have expanded beyond standalone audio-visual terminals to encompass integrated scenarios such as smart home control, cloud gaming, remote education, and health management. According to the latest "2026–2027 China Smart TV Industry Consumer Trends Report" released by iiMedia Research, a globally leading third-party data mining and analysis firm specializing in the new economy sector, China's smart home market size is expected to maintain steady growth from 2016 to 2030, surpassing RMB 1.2 trillion by 2027 and reaching RMB 1,843.9 billion by 2030. As one of the core entry points for the smart home ecosystem, smart TVs are poised to continue benefiting from the overall expansion of this ecosystem.
Currently, prominent issues in China's smart TV industry—including overly rapid hardware configuration iterations (36.35%), excessive built-in advertisements (31.49%), insufficient system responsiveness (31.27%), and fragmented content resources coupled with high pricing (30.83%)—are evident. These pain points primarily lie in the realm of software experience and ecosystem fragmentation; consumers' expectations for televisions are evolving from viewing devices to core entry points for the smart home ecosystem. Consumers anticipate that future smart TVs will support deep, integrated whole-home smart connectivity (37.79%), enhanced AI-powered interactive capabilities (35.58%), as well as upgrades in low-power energy-saving technologies and eye-care technologies (both at 34.03%).
According to analysts at iiMedia Research, the iterative advancement of IoT and AI technologies, alongside consumer demand upgrading, serve as the core drivers of industry growth. The rise of younger consumer segments has fueled the growing demand for whole-home smart solutions; the interoperability experience across smart devices continues to be optimized, further expanding the application scenarios for smart TVs. Moving forward, as market penetration in lower-tier markets deepens and product ecosystems mature, the smart TV market still possesses strong growth potential.

艾媒咨询 | 2026年植物饮料消费趋势研究报告

中式养生水、草本功能饮等植物饮料细分品类正在掀起市场热潮。从无糖茶到养生水，消费者的健康诉求明显升级；伴随头部品牌的加速入局，植物饮料赛道热度全面攀升。
当前，中国植物类饮料企业参与者主要包括四类：以康师傅、统一为代表的传统饮品巨头，依托渠道布局与品牌背书密集入场；以王老吉、椰树为代表的经典植物饮料企业，凭借长期品牌认知巩固消费者心智；以元气森林、可可满分为代表的新锐品牌，面向年轻消费者精准研发与营销；以盒马为代表的跨界品牌，以独特优势研发高端小众产品。四类企业商业背景、竞争优势、发展路径各有不同，但共同推动植物饮料市场规模持续扩容。
行业发展同时面临多重问题：同质化严重、配料表添加剂过多、功效宣传夸张等。未来，行业将在药食同源宣传、植物配方、产品场景细分等方面不断完善。中式养生水作为最具活力的细分品类，将成为引领植物饮料行业整体增长的核心力量。
iiMedia Research（艾媒咨询）数据显示，2025年中国广义植物类饮料市场规模达到2100亿元，同比增长9.6%，预计2030年将突破2800亿元。(《2026年植物饮料消费趋势洞察报告》完整高清PDF版共53页，可点击文章底部报告下载按钮进行报告下载）
The various sub-categories of plant-based beverages such as Chinese-style h

艾媒咨询 | 2026-2027年中国体验经济发展状况与趋势分析报告

伴随居民消费结构持续升级，大众消费诉求逐步从商品购买转向情绪价值、社交体验获取，体验经济迎来蓬勃发展阶段，体验式消费加速渗透各行各业，持续拓宽消费场景边界，推动国内消费市场结构优化升级。
目前国内体验经济形成八大主流赛道，分别为沉浸式文旅、线下文娱、新零售商业、餐饮休闲、教育研学、健康疗愈、户外运动、数字虚拟体验；各赛道消费特征分化明显，沉浸式文旅成为拉动行业增长的核心抓手，赛道之间相互赋能、跨界融合持续加深。
当前行业发展仍存在短板，多数项目偏重短期流量收割，长效运营体系缺失，难以建立稳定用户联结。长期来看，行业将迎来四大变革方向：本土文化深度赋能推动业态从网红流量走向长效内容运营；AI、VR/AR等数字技术全面落地，虚实融合成为场景标配；文旅、商业、康养、教育业态跨界融合常态化，复合型体验空间持续涌现；行业经营逻辑逐步摆脱流量思维，转向内容资产沉淀与精细化用户资产长效运营。
iiMedia Research（艾媒咨询）数据显示，2025年中国体验经济市场规模为19.67万亿元，预计2035年将达到59.66万亿元。(《2026-2027年中国体验经济发展状况与趋势分析报告》完整高清PDF版共76页，可点击文章底部报告下载按钮进行报告下载）
As the consumption structure of residents continues to upg

艾媒咨询 | 2026-2027年中国充电桩产业发展与消费趋势报告

作为新能源汽车普及和新型电力系统建设的关键基础设施，充电桩产业持续受益于数字化平台对车网互动、智能调度、支付结算及运维服务等环节的全方位赋能，其效能已从单纯的补能节点延伸至虚拟电厂、光储充一体与车网融合等场景革新。当前，行业版图内设备制造、充电运营、光储充一体化及超充服务等多元模式竞合交织，运营商对优质点位、用户流量与充电时长的争夺日趋白热化，标准与监管框架从粗放建设向安全规范、互联互通及有序充电常态化精细治理演进。在政策端，新能源汽车下乡、充电基础设施覆盖与支持新型电力系统建设的信号持续释放，为充电桩企业在技术研发、场景创新及出海探索中注入了新的活力。纵观行业发展脉络，充电桩产业正经历从规模扩张向运营增效与能源价值创造的跃迁，设备智能化与源网荷储协同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《2026-2027年中国充电桩产业发展与消费趋势报告》数据显示，前三名市值合计4383.45亿元，占TOP10总市值6073.76亿元的72.17%，集中度较高。前三名企业营收合计占比约75%，艾媒咨询分析师认为，行业营收结构偏重硬件制造，竞争格局呈“头部多元、尾部细分”态势。营收规模与企业发展阶段正相关，领先企业凭借技术集成与产业链布局进入成熟扩张期，而中小规模企业多处于业务聚焦与市场渗透阶段，整体行业有待向服务与运营端延伸以提升健康度。
通过对典型企业的研究，可以更直观地了解充电桩板块各具特色的布局和差异化的发展路径。阳光电源以其在光储充一体化与电力电子技术上的综合优势，展现了新能源装备制造与充电基础设施协同的路径；奥特迅作为大功率充电设备及电力自动化电源领域的深耕者，其经营情况与估值波动深度绑定于新能源汽车保有量增长及超充网络建设节奏，研发投入对其柔性充电堆等核心技术迭代构成了关键支撑；万马股份作为充电运营与线缆材料协同布局的代表，凭借在充电网络运营、电力电缆及高分子材料领域的深耕，实现了制造与运营环节的联动发展。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、持续创新与能源服务价值的深度挖掘。
As a critical infrastructure for the widespread adoption of new energy vehicles and the development of a new power system, the charging pile industry continues to benefit from the comprehensive empowerment provided by digital platforms across various aspects—including vehicle-grid interaction, intelligent dispatching, payment and settlement, and operation and maintenance services. Consequently, its functionality has expanded beyond being merely a power-supply node to encompass innovative scenarios such as virtual power plants, integrated photovoltaic-storage-charging systems, and vehicle-grid integration. Currently, within the industry landscape, diverse business models—such as equipment manufacturing, charging operations, integrated photovoltaic-storage-charging solutions, and ultra-fast charging services—are interwoven through both competition and cooperation; meanwhile, operators are intensifying their competition over premium charging locations, user traffic, and charging duration. Simultaneously, standards and regulatory frameworks are evolving from extensive, ad-hoc deployment toward a more refined governance model focused on safety, standardization, interoperability, and the normalization of orderly charging practices. On the policy front, signals indicating government support for the "New Energy Vehicles in Rural Areas" initiative, the expansion of charging infrastructure coverage, and the advancement of the new power system continue to emerge, injecting fresh vitality into charging pile enterprises 'efforts in technological R&D, scenario innovation, and overseas exploration. Looking at the overall trajectory of the industry's development, the charging pile sector is undergoing a transition from scale expansion to operational efficiency enhancement and energy value creation; in this process, the advancement of equipment intelligence and the synergy between generation, grid, load, and storage will serve as pivotal drivers for further development.
According to the latest "2026–2027 China Charging Station Industry Development and Consumption Trend Report" released by iiMedia Research (a globally leading third-party data mining and analysis firm in the new economy sector), the combined market capitalization of the top three companies reached RMB 438.345 billion, accounting for 72.17% of the total market capitalization of the top 10 companies (RMB 607.376 billion), indicating a high level of industry concentration. The combined revenue share of these top three companies accounted for approximately 75% of the total industry revenue. iiMedia Research analysts note that the industry's revenue structure is heavily weighted toward hardware manufacturing, with a competitive landscape characterized by "diversified leadership at the top and specialized niches at the bottom." Revenue scale correlates positively with the development stage of enterprises: leading firms have entered a mature expansion phase through technological integration and strategic positioning along the industrial chain, while smaller and medium-sized enterprises are mostly in the business focus and market penetration stages. Overall, the industry needs to extend its scope toward service and operational aspects to enhance its overall health.
By studying typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within the charging pile sector. Sungrow Power, leveraging its comprehensive advantages in integrated photovoltaic-storage-charging systems and power electronics technology, demonstrates the synergistic approach between new energy equipment manufacturing and charging infrastructure development; Utrex, as a specialist in high-power charging equipment and power automation power supplies, sees its business performance and valuation fluctuations closely tied to the growth in new energy vehicle ownership and the pace of ultra-fast charging network construction, with its R&D investment serving as a crucial support for the iterative advancement of core technologies such as flexible charging stacks; Wanma Co., Ltd., representing a company with a synergistic layout between charging operation and cable materials, has achieved coordinated development across both manufacturing and operational segments through its deep expertise in charging network operations, power cables, and polymer materials. Although these three companies differ in their asset structures, profit quality, and valuation logic, they all point toward refined operations, continuous innovation, and the deep exploration of energy service value.

艾媒咨询 | 2026年中国医疗健康行业半年投融资情况

中国医疗健康行业投融资呈现出典型的“结构性修复”特征，市场在总量回暖的同时，内部逻辑正经历深刻重塑。推动这轮投融资结构性变化的关键驱动力来自政策与产业两端。政策层面，医保谈判对“真创新”的支持、商业健康险作为新支付方的加速入场，以及“十五五”规划将医药行业列为新兴支柱产业，都为行业注入了明确的长期信心。产业层面，中国创新药通过对外授权和国际化合作，其全球竞争力已得到实质性验证，不仅带来了丰厚现金回流，也打开了更广阔的估值想象空间。
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年中国医疗健康行业半年投融资情况》数据显示，2026年上半年，中国医疗健康行业投融资事件总计436起，金额达683.09亿人民币。相较于前几年，事件数量有所下滑，但单笔融资规模显著提升。艾媒咨询分析师认为，这一变化与人工智能、新能源及生物医药等硬科技赛道集中吸金密切相关，资本向头部项目聚拢推高了平均金额。投融资波动主要受宏观政策导向影响，如国家基金对关键领域加大支持、退出渠道收紧导致早期项目融资难度上升等。市场表现上，行业整合加速，高估值企业更受青睐，预计未来资金将进一步向技术壁垒高的领域集中，推动产业升级与结构优化。
总体而言，中国医疗健康行业优质资产的融资效率明显提升，普通项目的融资难度并未同步下降。未来，行业最重要的竞争力将不再是单一的资金获取能力，而是能够整合科研、临床、制造、注册、支付和国际商业化的综合组织能力。

2026年中国连锁产业战略陪跑服务研究报告

2026年，中国连锁产业进入由规模扩张向效率提升与精细化运营转型的关键阶段，消费需求分化、零售景气承压、区域市场竞争加剧等因素共同推动连锁企业重新审视增长路径。实体商业规范化进程持续加快，政策环境倒逼连锁经营向标准化、合规化和融合化升级；与此同时，第三产业扩张放缓、连锁化率分化明显、小规模加盟占比较高等问题，使连锁企业在门店拓展、组织管理、品牌复制和区域渗透方面面临更高要求。
在这一阶段，连锁产业战略陪跑服务逐渐从传统管理咨询中分化出来，成为连接战略规划与经营落地的重要服务形态。传统咨询服务在方案交付后常面临执行断层、组织协同不足和效果跟踪薄弱等问题，而陪跑式服务更强调长期诊断、过程辅导、组织赋能和结果反馈，能够更好适配连锁企业在开店模型、加盟管理、单店盈利、供应链协同和数字化转型中的持续优化需求。随着行业标准体系逐步完善，数智技术和AI工具加速应用，战略陪跑服务正在由经验型支持向系统化、数据化和专业化方向升级。
市场数据进一步表明，连锁产业已进入门店扩张与经营承压并存的调整阶段。数据显示，2024-2025年中国连锁百强销售规模由2.13万亿元降至2.07万亿元，同比下降2.8%；门店总数则由25.72万个增至28.97万个，增速达12.6%。门店规模继续扩张而销售规模有所回落，说明连锁企业单店产出、运营效率和盈利质量面临更大考验，行业发展重点正由粗放开店转向精细化运营、组织

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。