艾媒咨询 | 2025年中国半导体领域市场状况及标杆企业经营数据分析报告

2025年中国半导体产业正处于高质量发展的关键过渡期，其发展态势既体现了国内半导体产业的崛起成效，也反映出产业自主可控之路仍需持续发力。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《2025年中国半导体领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国集成电路市场规模达1.69万亿元，同比增长16.6%，半导体销售额约合2067亿美元，同比增长16.8%，整体增速稳健，显著体现出产业发展的韧性。产业营收呈现头部集聚、两极分化的鲜明特征，头部三家企业占TOP10企业超60%。利润高增长企业普遍具备技术创新和市场需求双轮驱动特征，部分企业同比增速超1200%。估值与负债表现分化，动态市盈率最高与最低企业差距达17倍以上，负债率TOP10企业平均负债率超65%，而负债管控优秀企业负债率均低于10%，行业整体风险处于合理区间。艾媒咨询分析师认为，2025年中国半导体产业已形成“设计业主导、制造业追赶、封测业支撑”的格局，产业规模稳步扩容、技术攻坚持续突破、国产替代不断深化，但同时也面临先进制程突破滞后、部分核心环节盈利不足、全球市场竞争加剧等现实挑战。后续产业发展将更加聚焦技术创新与经营提质，以逐步提升在全球半导体产业格局中的话语权，为国家科技安全与数字经济高质量发展提供核心支撑。

　　In 2025, China’s semiconductor industry is in a critical transition period of high-quality development. Its development trend not only reflects the achievements in the rise of China’s domestic semiconductor industry, but also indicates that continuous efforts are still needed on the path of industrial independent controllability. Data from the 2025 China Semiconductor Market Status and Benchmark Enterprise Operation Data Analysis Report recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, shows that in 2025, the scale of China’s integrated circuit (IC) market reached 1.69 trillion yuan, with a year-on-year growth of 16.6%, and semiconductor sales volume was about 206.7 billion US dollars, a year-on-year increase of 16.8%. The overall growth rate is steady, which significantly reflects the resilience of industrial development. The industrial revenue presents distinct characteristics of head concentration and polarization, with the top three enterprises accounting for more than 60% of the top 10 enterprises. Enterprises with high profit growth generally have the dual-driver characteristics of technological innovation and market demand, and some enterprises have a year-on-year growth rate of more than 1200%. Valuation and liability performance are differentiated: the gap between enterprises with the highest and lowest dynamic price-earnings ratio (P/E ratio) reaches more than 17 times; the average asset-liability ratio of the top 10 enterprises by liability ratio exceeds 65%, while the liability ratio of enterprises with excellent liability management is all below 10%, and the overall industry risk is within a reasonable range. Analysts at iiMedia Research believe that in 2025, China’s semiconductor industry has formed a pattern of "design industry-led, manufacturing industry catching up, and packaging and testing industry supporting". The industrial scale is steadily expanding, technological breakthroughs are continuously made, and domestic substitution is deepening. However, it also faces practical challenges such as lagging breakthroughs in advanced manufacturing processes, insufficient profitability in some core links, and intensified global market competition.
In the follow-up, the industrial development will focus more on technological innovation and operation quality improvement, so as to gradually enhance its voice in the global semiconductor industry pattern and provide core support for national technological security and the high-quality development of the digital economy.

艾媒咨询 | 2025年中国小金属领域市场状况及标杆企业经营数据分析报告

2025年，中国小金属产业在全球能源转型、高端制造升级与国家资源战略管控的多重背景下，摆脱以往“价格波动主导”的发展模式，进入供需趋稳、政策赋能、质量提升、格局分化的关键发展阶段。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《2025年中国小金属领域市场状况及标杆企业经营数据分析报告》数据显示，中国小金属产业中，营收增速TOP10企业多为细分领域特色企业，部分企业增速突破50%，展现出强劲的成长韧性；头部企业与中小企业发展差距进一步拉大，盈利表现差异显著，利润TOP10企业平均毛利率达40.71%，归母净利润合计突破320亿元，部分稀土、钨类企业凭借资源优势维持高盈利，而锂、钴类部分企业受产品价格波动影响，盈利承压。艾媒咨询分析师认为，在全球能源转型与高端制造国产化需求支撑下，具备战略资源属性、技术附加值高的细分赛道持续具备景气优势，而单纯依赖初级产品、缺乏定价权与成本控制能力的企业盈利稳定性偏弱。与此同时，国家对战略资源的保供和高效利用提出更高要求，也将进一步推动整个行业向技术创新、资源集约和产品高端化方向转型。
In 2025, against the backdrop of global energy transition, the upgrading of high-end manufacturing, and national strategic resource regulation, China’s minor metals industry has moved beyond its previous development model dominated by price volatility, entering a critical stage marked by stable supply and demand, policy empowerment, quality improvement, and structural differentiation. According to the latest report 2025 China Minor Metals Market Status and Benchmark Enterprise Operation Data Analysis Report released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy sector, among China’s minor metals enterprises, the top 10 in terms of revenue growth are mostly specialized enterprises in segmented fields, with some posting growth rates exceeding 50%, demonstrating strong growth resilience. The development gap between leading enterprises and small and medium-sized enterprises has further widened, accompanied by significant divergence in profitability. The top 10 profit-making enterprises recorded an average gross profit margin of 40.71%, with combined net profit attributable to parent companies surpassing 32 billion yuan. Some rare earth and tungsten enterprises maintained high profitability thanks to resource advantages, while certain lithium and cobalt enterprises faced profit pressure due to product price fluctuations.In the view of iiMedia Research analysts, supported by global energy transition and the demand for domestic substitution in high-end manufacturing, segmented sectors with strategic resource attributes and high technical added value will maintain a favorable outlook. By contrast, enterprises relying solely on primary products and lacking pricing power and cost control capabilities exhibit weak profit stability. Meanwhile, the country’s higher requirements for the security, supply, and efficient utilization of strategic resources will further drive the entire industry toward transformation featuring technological innovation, resource intensification, and high-end product development.

艾媒咨询 | 2025年中国锂电池领域市场状况及标杆企业经营数据分析报告

2025年中国锂电池产业在经历两年深度回调后实现强劲复苏，摆脱此前“以价换量”的内卷困境，步入以技术创新、全球运营为核心的高质量发展新阶段。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《2025年中国锂电池领域市场状况及标杆企业经营数据分析报告》数据显示，2025年前三季度中国储能锂电池出货量已较2024年超出30%，全年动力电池出货量预计首破TWh，带动产业链上下游需求全面回暖，资本市场表现呈现明显分层特征，在市值、营收、利润、研发投入等核心指标上，TOP10企业与尾部企业差距持续拉大，头部企业凭借资源整合、技术壁垒与产业链一体化优势，持续占据市场主导地位。艾媒咨询分析师认为，2025年中国锂电池产业复苏势头超预期，核心驱动力来自全球储能需求的爆发式增长与供给端“反内卷”的阶段性成效。行业竞争逻辑正从价格战转向技术力、产品力与全球化运营能力的综合比拼，资金加速向具备核心技术、稳定客户结构和可持续盈利模式的优质企业集中，推动产业迈向高质量发展新阶段。
After two years of in-depth correction, China’s lithium battery industry achieved a strong recovery in 2025, breaking away from the previous inward competition dilemma of "trading price for quantity" and entering a new high-quality development stage centered on technological innovation and global operations. Data from the latest report 2025 China Lithium Battery Market Status and Benchmark Enterprise Operation Data Analysis Report released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that in the first three quarters of 2025, China’s energy storage lithium battery shipments exceeded the full-year 2024 figure by 30%, and the annual power battery shipments are expected to break 1 TWh for the first time, driving a comprehensive recovery in demand across the industrial chain upstream and downstream. The capital market performance presents obvious stratified characteristics: in core indicators such as market value, revenue, profit, and R&D investment, the gap between the top 10 enterprises and the tail-end enterprises continues to widen. Leading enterprises continue to occupy a dominant position in the market by virtue of their advantages in resource integration, technological barriers, and industrial chain integration.In the view of iiMedia Research analysts, the recovery momentum of China’s lithium battery industry in 2025 exceeded expectations, with the core driving forces coming from the explosive growth of global energy storage demand and the phased results of "anti-inward competition" on the supply side. The industry competition logic is shifting from price wars to a comprehensive competition of technological strength, product strength, and global operation capabilities. Capital is accelerating its concentration on high-quality enterprises with core technologies, stable customer structures, and sustainable profit models, driving the industry towards a new stage of high-quality development.

艾媒咨询 | 2025年中国黄金产业市场状况及标杆企业经营数据分析报告

2025年，在全球地缘波动加剧、金融不确定性上升与国家战略资源定位强化的背景下，中国黄金产业迎来历史性高景气周期，告别传统金价周期波动主导的运行模式，进入金价长牛、需求分化、政策规范、龙头集中的全新发展阶段。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《2025年中国黄金产业市场状况及标杆企业经营数据分析报告》数据显示，2025年中国黄金投资需求激增，全年黄金ETF净流入超180吨，同比增长127%；实物金条、金币等投资类产品销量同比增长63%，金饰消费呈现“量减价增”特征。资本市场呈现显著分层格局，市值、营收、利润、资金流向等核心指标持续向头部集聚，其中，紫金矿业前三季度累计归母净利润高达378.64亿元，表现尤为突出。艾媒咨询分析师认为，当前中国黄金产业上游矿企与下游零售企业经营表现分化明显，具备资源储量、全球化布局与全产业链运营能力的企业正占据绝对优势。同时，税收新政落地实施与高质量发展政策持续推进等多重利好因素，加速推动中国黄金市场低效主体出清，倒逼产业结构优化升级，向战略化、集约化、高端化、金融化方向稳步迈进。

In 2025, against the backdrop of escalating global geopolitical volatility, rising financial uncertainty, and the strengthened positioning of gold as a national strategic resource, China's gold industry ushered in a historic high-boom cycle, bidding farewell to the traditional operation mode dominated by cyclical fluctuations in gold prices and entering a new development phase characterized by a long-term bull market in gold prices, differentiated demand, standardized policies, and concentrated leading enterprises. Data from the latest Analysis Report on the Market Situation of China's Gold Industry in 2025 and Data on the Operations of Leading Enterprises released by iiMedia Research, a world-leading third-party data mining and analysis institution in the new economic industry, shows that China's gold investment demand surged in 2025: the annual net inflow of gold ETFs exceeded 180 tons, a year-on-year increase of 127%; the sales volume of investment-oriented products such as physical gold bars and gold coins rose by 63% year-on-year, while gold jewelry consumption showed the characteristic of "decreased volume but increased price". The capital market presented a distinct stratification pattern, with core indicators such as market value, operating income, profits, and capital flow continuing to gather towards leading enterprises. Among them, Zijin Mining's cumulative net profit attributable to parent company in the first three quarters reached as high as 37.864 billion yuan, delivering an especially outstanding performance.Analysts from iiMedia Research believe that in the current China's gold industry, there is a clear differentiation in the operating performance between upstream mining enterprises and downstream retail enterprises, and enterprises with resource reserves, global layout and full industrial chain operation capabilities are seizing an absolute advantage. At the same time, multiple positive factors such as the implementation of new tax policies and the continuous advancement of high-quality development policies have accelerated the clearance of inefficient entities in China's gold market, forced the optimization and upgrading of the industrial structure, and promoted its steady progress towards strategization, intensification, high-endization and financialization.

艾媒咨询 | 2025年中国人工智能产业市场状况及标杆企业经营数据分析报告

2025年中国人工智能产业整体景气度持续走高，板块指数涨幅显著，产业总市值稳步扩张，截至年末已突破20万亿元大关，资本市场分化格局日益鲜明。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《2025年中国人工智能产业市场状况及标杆企业经营数据分析报告》数据显示，资本市场呈现出鲜明的分层分化格局。市值、营收、利润、资金流入等核心指标表现差异显著，头部企业与中小尾部企业的差距持续拉大。2025年前三季度，研发投入占比TOP10企业平均达到78.23%，显示出人工智能行业的高成长性和创新驱动特点；毛利率方面，技术领先企业稳定在80%-92%之间。艾媒咨询分析师认为，人工智能产业已进入“硬科技+重投入”驱动的新阶段，高研发投入的行业特征背后，是全产业对核心技术突破、自主可控能力提升的共识，也是行业持续保持高成长性的核心支撑。未来，行业资源将加速向具备真实技术落地能力、可持续商业模式和全球化竞争力的头部企业集中，高质量发展成为主旋律。
In 2025, the overall prosperity of China’s artificial intelligence (AI) industry continued to rise, with significant gains in the sector index and steady expansion of the total industrial market value, which exceeded the 20 trillion yuan mark by the end of the year. The stratified and differentiated pattern of the capital market became increasingly distinct. Data from the latest report , titled "2025 China Artificial Intelligence Industry Market Status and Benchmark Enterprise Operating Data Analysis Report", released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that the capital market presented a distinct stratified and differentiated pattern. There were significant differences in the performance of core indicators such as market value, operating revenue, profit, and capital inflow, and the gap between leading enterprises and small, medium, and tail-end enterprises continued to widen. In the first three quarters of 2025, the average R&D investment ratio of the top 10 enterprises in terms of R&D investment accounted for 78.23%, reflecting the high growth and innovation-driven characteristics of the AI industry; in terms of gross profit margin, technologically leading enterprises maintained a stable range of 80% to 92%. In the view of iiMedia Research analysts, the artificial intelligence industry has entered a new stage driven by "hard technology + heavy investment". Behind the industry characteristic of high R&D investment is the consensus of the entire industry on breakthroughs in core technologies and improvement in independent controllability, which is also the core support for the industry to maintain sustained high growth. In the future, industry resources will accelerate their concentration on leading enterprises with real technological implementation capabilities, sustainable business models, and global competitiveness, and high-quality development will become the main theme.

艾媒咨询 | 2025年中国家政行业发展状况与消费者行为调研数据

中国家政行业正处于需求爆发式增长与转型升级并行的发展阶段，春节等节点的季节性消费热潮尤为显著。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《2025年中国家政行业发展状况与消费者行为调研数据》数据显示，2025年中国家政服务市场规模已达12847亿元，预计2027年将进一步增长至13855亿元。人口老龄化加深与家庭结构持续变化，催生出家政服务的刚性消费需求，而政策推动下的行业规范化发展与专业化升级，更在持续释放市场的增长潜力。从消费选择来看，2025年中国消费者挑选家政服务时，40.91%的受访者最看重工作质量，38.01%关注收费价格，另有34.47% 会重视服务人员的个人情况，消费决策更趋理性与务实。艾媒咨询分析师认为，当下消费者对便捷、专业的生活服务需求日益旺盛，家政行业亟需抓住数字化转型与品质升级的时代机遇，通过标准化服务与差异化创新提升用户体验，满足多元化的家庭服务需求，精细化与智能化也将成为行业未来的核心竞争方向。
The domestic housekeeping industry in China is currently in a stage of explosive growth in demand and concurrent transformation and upgrading. The seasonal consumption boom during festivals and other events is particularly significant. The latest report titled "Research Data on the Development Status and Consumer Behavior of the Domestic Service Industry in China in 2025" released by iiMedia Research (iResearch), a global leading third-party data mining and analysis institution in the new economy industry, shows that the market size of domestic housekeeping services in China has reached 1,284.7 billion yuan in 2025, and is expected to further increase to 1,385.5 billion yuan by 2027. The deepening of population aging and the continuous changes in family structure have given rise to the rigid consumption demand for domestic housekeeping services. Moreover, the industry's standardized development and professional upgrading driven by policies are continuously releasing the growth potential of the market. From the perspective of consumption choices, in 2025, when Chinese consumers select domestic housekeeping services, 40.91% of the respondents consider work quality the most important factor, 38.01% pay attention to the charging price, and another 34.47% will value the personal situation of the service personnel. The consumption decisions have become more rational and pragmatic. Analysts from iResearch believe that at present, consumers' demand for convenient and professional life services is increasingly旺盛. The domestic housekeeping industry urgently needs to seize the opportunities of digital transformation and quality upgrade in this era， by providing standardized services and differentiated innovations to enhance user experience and meet diversified family service needs. Precision and intelligence will also become the core competitive direction of the industry in the future.

艾媒咨询 | 2025-2026年中国速冻食品行业趋势洞察白皮书

2026年，中国速冻食品行业正步入结构升级与价值重塑的关键阶段。在消费习惯变迁、供应链能力提升与餐饮产业化发展的多重驱动下，行业已从规模扩张转向“品质提升、场景拓展与健康引领”的深度发展阶段。冷链物流的完善为市场下沉与品类延伸提供了坚实基础，而消费者对便捷、营养与风味的多重追求，则持续推动产品创新与品牌差异化竞争。
行业正迎来“效率”与“体验”并重的转型拐点：一方面，传统主食类目稳步增长；另一方面，地方小吃、预制菜肴及休闲品类快速崛起，推动消费场景从家庭储备向日常佐餐、休闲娱乐等多维度渗透。在市场竞争格局分散的当下，领先企业通过供应链整合、品类创新与渠道精耕构筑壁垒，而健康化、情感化与特色化已成为产品进化的核心方向。这标志着中国速冻食品行业已超越基础便捷需求，进入以品质升级和精准触达为特征的价值竞争新周期。
市场数据印证了行业稳健扩容的长期趋势，iiMedia Research（艾媒咨询）数据显示，中国速冻食品市场规模持续稳步攀升，2025年市场规模已达2130.9亿元，艾媒预期这一稳健扩容的态势将延续，2030年市场规模有望增至2901.4亿元。
By the end of 2025, The Chinese frozen food industry is entering a crucial stage of structural upgrading and value redefinition. Driven by changes in consumption habits, improvements in supply chain capabilities, and the development of the catering industry, the industry has shifted from scale expansion to a deeper stage of "quality improvement, scenario expansion, and health leadership". The improvement of cold chain logistics provides a solid foundation for market penetration and category expansion, while consumers' multiple pursuits for convenience, nutrition, and flavor continuously drive product innovation and brand differentiation competition.
The industry is now at a turning point where "efficiency" and "experience" are equally emphasized: On one hand, traditional staple food categories are steadily growing; on the other hand, local snacks, pre-prepared dishes, and leisure categories are rapidly rising, promoting the penetration of consumption scenarios from household reserves to daily side dishes, leisure entertainment, and other dimensions. In the current fragmented market competition landscape, leading enterprises build barriers through supply chain integration, category innovation, and channel refinement. Health, emotion, and uniqueness have become the core directions of product evolution. This marks that the Chinese frozen food industry has surpassed basic convenience needs and entered a new cycle of value competition characterized by quality improvement and precise reach.
Market data confirm the long-term trend of steady expansion in the industry. According to iiMedia Research, the market size of frozen food in China has continued to rise steadily. By 2025, the market size has reached 213.09 billion yuan. iiMedia Research predicts that this steady expansion trend will continue, and the market size is expected to increase to 290.14 billion yuan by 2030.

艾媒咨询 | 2025年中国存储芯片领域市场状况及标杆企业经营数据分析报告

存储芯片作为支撑人工智能、大数据、物联网等新一代信息技术发展的关键基础硬件，其技术突破与产业安全直接关系到国家科技自立自强与产业链供应链稳定，具有极强的战略价值与产业带动效应。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《2025年中国存储芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国存储芯片产业呈现头部集聚、技术驱动、分化加剧的发展特征，行业集中度持续提升，营收前三名企业合计贡献TOP10营收的51.02%，整体研发投入水平较高，平均研发投入强度超过10%，头部企业在技术研发与市场份额上的引领作用进一步凸显。艾媒咨询分析师认为，2025年中国存储芯片产业处于技术突破与国产替代的双重窗口期，头部企业凭借技术积累与资本优势，逐步缩小与国际巨头的差距。而兆易创新、中微公司、长电科技等企业在设计、设备、封测环节的亮眼表现，印证了中国存储芯片全产业链协同发展的格局初步形成，各环节龙头通过差异化竞争构筑起坚实的产业壁垒。未来，随着先进制程突破与产能逐步释放，中国存储芯片产业将进一步夯实全球竞争力，为全球半导体产业格局优化与数字经济高质量发展提供核心硬件支撑。
As a critical foundational hardware supporting the development of new-generation information technologies such as artificial intelligence, big data, and the Internet of Things, memory chips are of great strategic value and industrial driving effect. Their technological breakthroughs and industrial security are directly related to national scientific and technological self-reliance and the stability of industrial and supply chains. According to the“Report on China's Memory Chip Market Status and Operational Data Analysis of Benchmark Enterprises in 2025”recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s memory chip industry in 2025 exhibited characteristics of head concentration, technology-driven growth, and intensified differentiation. Industry concentration continued to rise, with the top three revenue-generating enterprises accounting for 51.02% of the total revenue of the top 10 enterprises. The overall R&D investment remained high, with an average R&D intensity exceeding 10%, further highlighting the leading role of head enterprises in technological R&D and market share. Analysts at iiMedia Research pointed out that China’s memory chip industry is in a dual window period of technological breakthroughs and domestic substitution in 2025. Leading enterprises are gradually narrowing the gap with international giants by virtue of their technological accumulation and capital advantages. The outstanding performance of enterprises such as GigaDevice, AMEC, and JCET in design, equipment, and packaging and testing segments confirms that a pattern of coordinated development across the entire industrial chain of China’s memory chip industry has initially taken shape, with leading enterprises in each segment building solid industrial barriers through differentiated competition.In the future, with breakthroughs in advanced processes and the gradual release of production capacity, China’s memory chip industry will further consolidate its global competitiveness and provide core hardware support for the optimization of the global semiconductor industry landscape and the high-quality development of the digital economy.

艾媒咨询 | 2025年中国算力概念产业发展状况及重点企业大数据监测报告

2025年中国算力概念产业已进入“头部引领、两极分化”的成熟发展阶段，资源、技术、资金正加速向产业链核心企业集聚，行业集中度将持续提升并趋于稳定。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《2025年中国算力概念产业发展状况及重点企业大数据监测报告》数据显示，2025年中国智能算力规模达1590 EFLOPS，核心产业规模预计突破1.2万亿元，较2024年725.3 EFLOPS的规模实现大幅跃升，行业进入规模化、高质量发展新阶段。在此背景下，算力概念产业经营表现分化加剧，头部效应显著：2025年前三季度，营收排名前三的企业合计贡献TOP10总营收的72.90%，研发投入集中度达64.69%，凸显产业链关键环节的高度集聚特征。艾媒咨询分析师认为，算力概念产业头部企业凭借技术、规模及资金优势，在市值、营收、研发等核心指标上占据主导地位。2025年算力概念产业发展确定性较强，但同时也面临产业内企业表现分化、技术研发投入压力较大等挑战，未来产业竞争将聚焦于核心技术突破与高效服务能力提升，具备技术壁垒与场景优势的企业将实现持续突围，推动中国算力产业逐步跻身全球领先行列。
In 2025, Chinese computing power concept industry has entered a mature development stage characterized by "leading by head enterprises and polarization". Resources, technologies, and capital are accelerating their agglomeration to core enterprises in the industrial chain, and the industry concentration will continue to increase and tend to stabilize. According to the latest report "Report on the Development Status of China's Computing Power Concept Industry and Big Data Monitoring of Key Enterprises in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, China's intelligent computing power scale reached 1590 EFLOPS in 2025, and the core industry scale is expected to exceed 1.2 trillion yuan, achieving a substantial jump compared with the scale of 725.3 EFLOPS in 2024, indicating that the industry has entered a new stage of large-scale and high-quality development.Against this background, the operating performance of the computing power concept industry has become increasingly differentiated, with a prominent head effect: in the first three quarters of 2025, the top three enterprises in terms of revenue contributed 72.90% of the total revenue of the top 10 enterprises, and the concentration of R&D investment reached 64.69%, highlighting the high agglomeration characteristics of key links in the industrial chain. Analysts from iiMedia Research pointed out that, relying on their advantages in technology, scale and capital, the head enterprises in the computing power concept industry occupy a dominant position in core indicators such as market value, revenue and R&D.The computing power concept industry is expected to maintain strong development certainty in 2025, but it also faces challenges such as differentiated performance of enterprises in the industry and great pressure of technological R&D investment. In the future, industrial competition will focus on the breakthrough of core technologies and the improvement of efficient service capabilities. Enterprises with technological barriers and scenario advantages will achieve continuous breakthroughs, promoting China's computing power industry to gradually rank among the world's leading levels.

艾媒咨询 | 2026年中国年菜市场发展状况与消费者行为调查数据

随着春节餐饮日益呈现便捷化、品质化与情感价值交融的新趋势，中国年菜行业在消费习惯升级与产业创新的双重驱动下，正从传统节令食品蜕变为一个增长迅猛、内涵丰富的消费新蓝海。根据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年中国年菜市场发展状况与消费者行为调查数据》显示，中国年菜行业市场规模从2019年的317.85亿元快速攀升至2025年的2219.95亿元，预计2026年将进一步增至2626.4亿元，展现出强劲的持续增长潜力与广阔的市场前景。
中国消费者在购买年菜时，最关注的三个因素分别是加热便捷性（44.70%）、食品安全认证（43.07%）和营养搭配（41.58%）；同时，超五成消费者偏好“原汁原味”的年菜口味。这表明，当前消费者对年菜的需求呈现出 “效率导向”与“本味回归”并存的典型特征，一方面追求省时省力的烹饪便利与安全健康的产品保障，另一方面则高度看重菜品对传统风味与节日仪式感的忠实还原。
艾媒咨询分析师认为，中国年菜市场将围绕消费者“效率体验并重”与“本味情感交融”的核心诉求，呈现三大发展趋势：一是产品研发将迈向“技术还原传统”，企业需通过锁鲜与复热技术的创新，在极致简化烹饪步骤的同时，确保菜品能稳定还原地道锅气与家庭风味，破解便捷与口味不可兼得的消费痛点。二是供应链竞争将聚焦于“价值优化”，通过规模化生产、精准供需匹配与包装创新来系统性地控制成本、提升品控并减少损耗，以应对消费者对价格与品质的双重高期待。三是品牌建设将深化“场景与情感赋能”，从年节礼盒定制、团圆家宴场景营销到家人共享的价值倡导，打造超越产品本身的文化与情感体验，从而建立高认可度与复购忠诚。市场将持续向更高效、更真实、也更具情感价值的品质化方向升级。
With the increasing trend of convenience, quality and emotional value integration in Chinese New Year dining, the Chinese New Year dish industry, driven by the upgrading of consumption habits and industrial innovation, is transforming from traditional seasonal foods into a rapidly growing and richly meaningful new consumer market. According to the latest report "2026 Development Status and Consumer Behavior Survey Data of the Chinese New Year Dish Market" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the market size of the Chinese New Year dish industry has rapidly increased from 31.785 billion yuan in 2019 to 221.995 billion yuan in 2025. It is expected to further increase to 262.64 billion yuan in 2026, demonstrating strong potential for continuous growth and broad market prospects.
When Chinese consumers purchase New Year dishes, the three factors they pay the most attention to are the convenience of heating (44.70%), food safety certification (43.07%), and nutritional balance (41.58%). At the same time, over 50% of consumers prefer the original taste of New Year dishes. This indicates that the current demand of consumers for New Year dishes presents a typical feature of "efficiency orientation" and "return to original flavor", on the one hand, they pursue cooking convenience and product safety and health guarantees, and on the other hand, they highly value the faithful reproduction of traditional flavors and the sense of festival ritualism of the dishes.
Analysts from iiMedia Research believe that the Chinese New Year food market will follow three major trends based on consumers' core demands of "prioritizing efficiency and experience" and "integrating original flavor and emotional connection". These trends are as follows: First, product development will move towards "technological restoration of tradition". Enterprises need to innovate in preservation and re-heating technologies to simplify cooking procedures to the extreme while ensuring that dishes can stably reproduce the authentic pot aroma and family flavor, thus resolving the consumption pain point of not being able to have both convenience and taste. Second, supply chain competition will focus on "value optimization". Through large-scale production, precise supply-demand matching, and packaging innovation, they can systematically control costs, improve quality control, and reduce losses to meet consumers' dual high expectations for price and quality. Third, brand building will deepen "enabling scenarios and emotions". From customizing New Year gift boxes, marketing in family reunion dinner scenarios to advocating the value of sharing with family members, it will create cultural and emotional experiences beyond the product itself, thereby establishing high recognition and repeat purchase loyalty. The market will continue to upgrade towards a more efficient, more authentic, and more emotionally valuable quality-oriented direction.