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.

艾媒咨询 | 2025年国产芯片领域市场状况及标杆企业经营数据分析报告

国产芯片是破解“卡脖子”困境、培育新质生产力的关键产业。2025年中国国产芯片产业进入规模扩张与质量提升并行的黄金期，高增长、高研发投入、头部集中成为核心特征，新兴力量持续涌现，产业发展势头强劲。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年国产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年中国国产芯片产业规模突破1.8万亿元，同比增长21.7%，增速远超全球半导体产业平均水平。资本市场层面，行业集中度持续提升，营收前三名企业合计贡献TOP10企业43.48%，高增长企业普遍规模较小，但增速迅猛，新兴力量不断涌现；归母净利润前三名企业合计达102.91亿元，行业整体盈利质量良好；研发创新持续加码，研发投入TOP10企业平均投入强度超30%，远超高科技行业平均水平。艾媒咨询分析师认为，中国国产芯片产业整体呈现高增长、高研发投入、头部集中的核心特征，产业规模壮大印证产业已进入规模扩张与质量提升并行的黄金期。这一增速既受益于国内AI、汽车电子、工业控制等下游需求爆发，也得益于成熟制程国产替代加速与政策持续赋能。
Domestic chips represent a pivotal industry for breaking the technological bottleneck and fostering new productive forces. In 2025, China's domestic chip industry has entered a golden era of simultaneous scale expansion and quality improvement, characterized by high growth, heavy R&D investment and concentration among leading players. With emerging forces emerging consistently, the industry is maintaining a robust development momentum. According to the latest data released in the Analysis Report on the Market Situation of Domestic Chip Industry in 2025 and Data on the Operations of Leading Enterprises by iiMedia Research, a world-leading third-party institution engaged in data mining and analysis of the new economy industry, the scale of China's domestic chip industry exceeded 1.8 trillion yuan in 2025, with a year-on-year growth of 21.7%—a growth rate far outpacing the global average for the semiconductor industry.On the capital market front, the industry's concentration continues to rise: the top three enterprises in terms of revenue contributed 43.48% of the total revenue of the top 10 players combined. High-growth enterprises are generally small in scale but boast staggering growth speeds, with emerging forces emerging one after another. The combined net profit attributable to parent companies of the top three enterprises reached 10.291 billion yuan, reflecting sound overall profitability of the industry. R&D and innovation efforts are being continuously intensified, with the average R&D investment intensity of the top 10 enterprises surpassing 30%, a figure well above the average level of the high-tech industry.Analysts at iiMedia Research opine that China's domestic chip industry as a whole exhibits the core traits of high growth, heavy R&D investment and leading enterprise concentration. The expansion of the industry scale is a testament to its entry into a golden period of concurrent scale expansion and quality enhancement. This robust growth rate benefits both the explosive downstream demand for domestic AI, automotive electronics, industrial control and other sectors, and the accelerated domestic substitution of mature manufacturing processes as well as sustained policy support.

艾媒咨询 | 2025年中国病毒防治产业发展状况及重点企业大数据监测报告

当前，全球病毒变异迭代加速，公共卫生防控常态化需求持续凸显，叠加中国生物医药技术创新升级与政策精准赋能，病毒防治产业正迎来新一轮发展机遇与调整周期。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《2025年中国病毒防治产业发展状况及重点企业大数据监测报告》显示，2025年病毒防治产业集中度持续提升，营收前三名企业合计贡献TOP10整体营收的42.13%，研发投入累计投入达16.59亿元，头部引领效应凸显。细分领域中，以岭药业依托中药防治优势实现扭亏为盈，前三季度归母净利润实现10亿元，毛利率维持60%以上；华大基因深耕精准医学检测细分领域，前三季度营收规模超25亿元，市净率达2.29倍，展现出细分赛道的发展韧性。艾媒咨询分析师认为，2025年病毒防治产业处于调整转型期，研发创新、产品迭代及市场布局优化成为企业突破发展瓶颈、提升核心竞争力的关键，同时也将逐步筑牢公共卫生安全保障的产业根基，推动构建人类卫生健康共同体。
　　At present, the global iteration of virus variants is accelerating, and the demand for the normalization of public health prevention and control remains prominent. Coupled with the innovation and upgrading of China's biopharmaceutical technology and precise policy support, the virus prevention and control industry is ushering in a new round of development opportunities and adjustment cycle. According to the 2025 Report on the Development Status of China's Virus Prevention and Control Industry and Big Data Monitoring of Key Enterprises newly released by iiMedia Research, a world-leading third-party institution for data mining and analysis of the new economy industry, the concentration of the virus prevention and control industry continued to rise in 2025. The top three enterprises in terms of revenue contributed 42.13% of the total revenue of the top 10 enterprises combined, with a cumulative R&D investment of 1.659 billion yuan, highlighting the leading effect of head enterprises.
　　In the segmented sectors, Yiling Pharmaceutical turned losses into profits by virtue of its advantages in traditional Chinese medicine (TCM) prevention and control, achieving a net profit attributable to shareholders of listed companies of 1 billion yuan in the first three quarters with a gross profit margin maintained above 60%. BGI Genomics has deepened its layout in the segmented field of precision medical testing, recording a revenue scale of over 2.5 billion yuan in the first three quarters and a price-to-book ratio of 2.29 times, demonstrating the development resilience of the segmented track.
　　Analysts from iiMedia Research hold that the virus prevention and control industry is in a period of adjustment and transformation in 2025. R&D innovation, product iteration and optimization of market layout have become the key for enterprises to break through development bottlenecks and enhance core competitiveness. Meanwhile, this will gradually consolidate the industrial foundation for public health security and boost the building of a global community of health for all.

艾媒咨询 | 2025年中国商业航天产业发展状况及重点企业大数据监测报告

2025年中国商业航天处于技术攻坚与产能释放并行的关键转型期，产业整体实现质效双升、头部集聚态势加剧，正从量的积累向质的飞跃稳步迈进。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年中国商业航天产业发展状况及重点企业大数据监测报告》数据显示，2025年中国商业航天产业实现质效双升，全年完成商业发射50次，占全国宇航发射总数的54%，入轨商业卫星311颗，占全年入轨卫星总数84%，标志着商业航天已成为中国航天事业的中坚力量。2025年前三季度营收规模前十家企业合计实现591.57亿元，前三名归母净利润占比近六成，头部企业凭借技术与资源优势抢占核心赛道。艾媒咨询分析师认为，2025年中国商业航天进入技术攻坚与产能释放的关键周期，技术突破聚焦降本增效，产业链协同效应凸显，市场格局持续优化。但是，产业仍面临核心零部件进口依赖、商业化盈利模式不成熟等痛点，制约长期发展。总体而言，中国商业航天正从量的积累向质的飞跃转型，技术、政策、资本的持续赋能将推动产业破解发展瓶颈，实现跨越式发展。
In 2025, China’s commercial aerospace industry is in a critical transition period with concurrent technological breakthroughs and production capacity release. The industry as a whole has achieved improvements in both quality and efficiency, with intensified concentration of leading enterprises, steadily advancing from quantitative accumulation to qualitative leap. According to the 2025 China Commercial Aerospace Industry Development Status and Key Enterprise Big Data Monitoring Report recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s commercial aerospace industry achieved both quality and efficiency improvements in 2025. A total of 50 commercial launches were completed throughout the year, accounting for 54% of the country’s total aerospace launches, and 311 commercial satellites were put into orbit, accounting for 84% of the total number of satellites put into orbit in the year, marking that commercial aerospace has become the backbone of China’s aerospace industry. In the first three quarters of 2025, the top 10 enterprises by revenue achieved a total revenue of 59.157 billion yuan, and the net profit attributable to parent companies of the top three enterprises accounted for nearly 60% of the total. Leading enterprises seized core tracks by virtue of their technological and resource advantages. Based on this, analysts at iiMedia Research pointed out that in 2025, China’s commercial aerospace industry entered a critical cycle of technological breakthroughs and production capacity release, with technological breakthroughs focusing on cost reduction and efficiency improvement, prominent synergistic effects of the industrial chain, and continuous optimization of the market pattern. However, the industry still faces pain points such as reliance on imports of core components and immature commercial profit models, which restrict its long-term development. In general, China’s commercial aerospace industry is transitioning from quantitative accumulation to qualitative leap, and the continuous empowerment of technology, policies, and capital will promote the industry to break through development bottlenecks and achieve leapfrog development.

艾媒咨询 | 2026年中国新春年货消费行为调研数据

随着中国消费者对情感价值、个性表达及生活品质的追求日益深化，年货消费正从传统的集中囤货与礼节性馈赠，加速向以兴趣驱动、悦己悦人、注重健康与体验的价值型消费转型。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年中国新春年货消费行为调研数据》显示，2018-2025年中国礼物经济产业市场规模从8000亿元增至14498亿元，预计2027年中国礼物经济市场规模将增至16197亿元。此外，2025年中国休闲食品行业规模为11804亿元，2027年预计将达到12378亿元，整体市场前景保持积极向好态势。
中国消费者购买新春年货品类中，超半数消费者选择了休闲食品类，其核心购买原因集中在口味丰富多样（45.88%）、性价比高（41.41%）及包装喜庆契合年味（38.59%）。这一偏好结构清晰地表明，当代中国消费者的年货选择是一种理性决策与情感需求并重的复合行为，既追求产品本身多元化的味觉体验与实惠价格，也高度重视其外在包装所承载的节日仪式感与情感价值，使得休闲食品超越了一般零食范畴，成为烘托新年气氛、满足口腹之愉的关键消费品。
艾媒咨询分析师认为，新春年货市场将呈现三大发展趋势：一是口味创新持续深化，通过挖掘地方特色风味、开展跨界联名等方式，打造具有记忆点的“味觉IP”，同时结合健康化趋势拓宽消费场景；二是供应链效率与成本控制成为关键，企业需借助数字化手段实现柔性生产，在保障产品品质与供应稳定性的同时，维持价格竞争力；三是场景营销与文化赋能升级，将传统节庆元素与现代审美、互动体验深度融合，从包装视觉延展至沉浸式消费场景构建，强化品牌情感联结。整体年货市场在消费升级与年节文化回归的双重驱动下，正朝着更高附加值的“体验化”、“传统现代融合”与“健康化”方向持续演进。
As Chinese consumers' pursuit of emotional value, individual expression and quality of life deepens, the consumption of New Year goods is accelerating its transformation from the traditional practice of centralized stockpiling and ceremonial gift-giving to value-driven, self- and others-pleasing, health-focused and experiential consumption driven by interests. According to the latest "Research data on Chinese New Year's goods consumption behavior in 2026" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the market size of the gift economy in China has increased from 800 billion yuan in 2018 to 1449.8 billion yuan by 2025. It is expected that the market size of the gift economy in China will reach 1619.7 billion yuan in 2027. In addition, the scale of the leisure food industry in China will be 1180.4 billion yuan in 2025 and is expected to reach 1237.8 billion yuan in 2027. The overall market outlook remains positive and favorable.
Among the categories of New Year goods purchased by Chinese consumers, over half of them chose the category of snack foods. The main reasons for their purchase focused on the rich variety of flavors (45.88%), high cost-effectiveness (41.41%), and the festive and appealing packaging that matched the festive atmosphere (38.59%). This preference structure clearly indicates that contemporary Chinese consumers' choice of New Year goods is a complex behavior that combines rational decision-making and emotional needs. They not only pursue the diversified taste experience and affordable prices of the products themselves, but also attach great importance to the festive ritualism and emotional value carried by the external packaging, making snack foods go beyond the category of ordinary snacks and become a key consumer product for enhancing the New Year atmosphere and satisfying the desire for delicious food.
Analysts from iiMedia Research believe that the new year's festive and leisure food market will exhibit three major trends: Firstly, flavor innovation will continue to deepen. By exploring local distinctive flavors, conducting cross-border collaborations, and creating memorable "taste IPs", it will expand consumption scenarios while aligning with the trend of healthiness; Secondly, supply chain efficiency and cost control will become key factors. Enterprises need to utilize digital means to achieve flexible production, ensuring product quality and supply stability while maintaining price competitiveness; Thirdly, scene marketing and cultural empowerment will be upgraded. Integrating traditional festival elements with modern aesthetics, interactive experiences, and deepening the integration from packaging visuals to immersive consumption scenarios, it will strengthen brand emotional connection. Under the dual driving forces of consumption upgrade and the return of festival culture, the overall festive market is continuously evolving towards a higher value-added "experiential" model, "traditional-modern integration", and "healthiness".

艾媒咨询 | 2026年中国新春礼盒消费行为调研数据

随着节日消费升级、传统文化复兴及社交礼赠需求多元化，新春礼盒市场正朝着品质化、场景化与情感价值深度融合的方向持续演进。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年中国新春礼盒消费行为调研数据》显示，2018-2025年中国礼物经济产业市场规模从8000亿元增至14498亿元，预计2027年中国礼物经济市场规模将增至16197亿元。此外，2025年中国休闲食品行业规模为11804亿元，2027年预计将达到12378亿元。整体市场展现出稳健的增长潜力，反映出在消费复苏与情感联结驱动下，围绕节日场景的礼盒类消费具有广阔的发展前景。
中国消费者在新春礼盒预算上，主要集中在301-500元区间（43.05%），反映中等价位为主流、理性消费凸显。在品类选择上，零食点心类礼盒最受欢迎（46.71%），其选择核心关注品类混搭（49.53%）、性价比（48.90%）及口感丰富度（48.28%）。这表明新春礼盒消费注重实用与体验的平衡，消费者在控制预算的同时，追求内容多样性与情感价值，驱动市场向“理性升级”与“体验深化”融合发展。
艾媒咨询分析师认为，新春礼盒市场未来将呈现以下核心发展路径：一是价值回归与产品创新，消费者对“实在价值”的追求将倒逼品牌摒弃虚高定价与同质化竞争，通过原料升级、工艺革新与文化IP融合，打造兼具诚意与差异化的核心产品；二是体验深化与责任践行，消费体验将从“拥有礼盒”延伸到环保包装、文化故事与互动场景构建，同时企业需将健康标准与绿色供应链建设纳入社会责任体系，回应消费者对品质与可持续的双重期待；三是全链路效率与信任构建，通过数字化管理与柔性供应链提升春节物流确定性，并以透明化沟通重建价格信任。整体市场将在理性消费与情感诉求的平衡中，向更健康、更可靠、更具价值共鸣的成熟阶段演进。
With the upgrading of festival consumption, the revival of traditional culture, and the diversification of social gift-giving demands, the New Year gift box market is continuously evolving in the direction of quality, scenario-based, and deep integration of emotional value. According to the latest "2026 China New Year Gift Box Consumption Behavior Research Data" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the market size of the gift economy in China has increased from 800 billion yuan to 1449.8 billion yuan from 2018 to 2025. It is expected that the market size of the gift economy in China will reach 1619.7 billion yuan in 2027. In addition, the scale of the leisure food industry in China was 1180.4 billion yuan in 2025, and is expected to reach 1237.8 billion yuan in 2027. The overall market demonstrates a stable growth potential, reflecting that under the drive of consumption recovery and emotional connection, gift box consumption in festival scenarios has broad development prospects.
Chinese consumers' spending on New Year gift boxes mainly falls within the range of 301-500 yuan (43.05%), reflecting that mid-range prices are the mainstream and rational consumption is prominent. In terms of product category selection, snack and pastry gift boxes are the most popular (46.71%). The core factors influencing their choice include category mix (49.53%), cost-effectiveness (48.90%), and richness of taste (48.28%). This indicates that New Year gift box consumption focuses on a balance between practicality and experience. Consumers control their budgets while pursuing diversity in content and emotional value, driving the market to integrate "rational upgrading" and "experience deepening" for coordinated development.
Analysts from iiMedia Research believe that the future of the New Year gift box market will follow the following core development paths: First, value return and product innovation. Consumers' pursuit of "real value" will force brands to abandon inflated pricing and homogenized competition. By upgrading raw materials, innovating processes, and integrating cultural IPs, they will create core products that are both sincere and differentiated. Second, experience deepening and responsibility fulfillment. Consumption experience will extend from "owning the gift box" to environmental packaging, cultural stories, and the construction of interactive scenarios. At the same time, enterprises need to incorporate health standards and green supply chain construction into their social responsibility framework to respond to consumers' dual expectations for quality and sustainability. Third, full-chain efficiency and trust building. Through digital management and flexible supply chains, the certainty of New Year logistics will be enhanced, and transparency communication will be used to rebuild price trust. The overall market will evolve towards a more healthy, reliable, and highly resonant with value stage through a balance between rational consumption and emotional demands.

艾媒咨询 | 2025年中国军工产业发展状况及重点企业大数据监测报告

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年中国军工概念板块上市公司经营数据分析报告》显示，2025年前三季度，军工概念板块营收前十企业合计实现营收3920.2亿元，归母净利润达174.85亿元，前三家合计贡献近六成。艾媒咨询分析师认为，这一高度集中的营收分布，反映出头部企业在行业中的领先地位及其所处的成熟发展阶段，也印证了当前军工行业竞争格局整体趋于稳定。与此同时，军工行业盈利模式以订单驱动为主，盈利能力受政策和市场需求影响较大。近年来，在国防预算连续多年保持7%以上增长、军贸出口加速、“十五五”规划衔接以及建军百年目标临近等多重驱动下，军工概念板块资产结构持续优化，整体研发投入强度也维持在较高水平，已稳步迈入“需求明确、产能兑现”的良性发展通道，进一步夯实了其作为国家安全战略支柱和高端制造核心载体的产业地位。
To systematically grasp the high-quality development momentum of China's national defense and military industry in the concluding year of the 14th Five-Year Plan, iiMedia Research, a world-leading third-party institution for data mining and analysis of the new economy industry, has recently released the China Military-Concept Listed Companies Operational Data Analysis Report in 2025. The report shows that in the first three quarters of 2025, the top 10 enterprises in the military industry concept sector in terms of revenue achieved a combined operating revenue of 392.02 billion yuan and a net profit attributable to parent companies of 17.485 billion yuan, with the top three contributing nearly 60% of the total. Analysts at iiMedia Research pointed out that this highly concentrated revenue distribution not only reflects the leading position of head enterprises in the industry and their mature stage of development, but also confirms that the overall competitive pattern of the current military industry is tending to be stable. Meanwhile, the profit model of the military industry is mainly order-driven, and its profitability is greatly affected by policies and market demand. In recent years, driven by multiple factors including the continuous growth of national defense budget by more than 7% for many years, the accelerated export of military trade, the connection of the 15th Five-Year Plan, and the approaching centenary goal of the founding of the people's army, the asset structure of the military industry concept sector has been continuously optimized, and the overall R&D investment intensity has also remained at a high level. The industry has steadily stepped into a sound development track featuring "clear demand and capacity fulfillment", which has further consolidated its industrial status as a strategic pillar of national security and a core carrier of high-end manufacturing.

艾媒咨询 | 2025年中国GEO产业发展状况及重点企业大数据监测报告

近年来，生成式引擎优化（GEO）作为AI时代数字营销核心基础设施的战略定位日益明确，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GEO概念板块上市公司经营数据分析报告》显示，2025年中国AI大模型市场规模达495.39亿元，同比大幅增长68.40%，实现跨越式发展，而在AI大模型产业高速发展的带动下，GEO概念板块的行业格局也呈现出鲜明特征，2025年前三季度该板块营收前三的企业合计占据行业营收64.70%，行业营收集中度处于较高水平。艾媒咨询分析师据此指出，当前GEO市场格局已趋于稳固，头部企业的竞争优势正持续扩大。从板块内企业的发展特征来看，相关企业普遍布局广告、数字营销、内容制作等多个领域，既展现出较强的业务多元性，也形成了健康的营收结构；同时，企业营收规模与其发展阶段高度关联，头部企业多处于发展成熟期，具备显著的市场竞争力，这也进一步夯实了GEO作为AI时代数字营销核心基础设施的行业定位。
　　To clarify the strategic positioning of the Generative Engine Optimization (GEO) as the core infrastructure of digital marketing in the AI era, the latest report titled "Analysis Report on the Operating Data of Chinese GEO Concept-Related Listed Companies in 2025" released by iiMedia Research (a leading third-party data mining and analysis institution in the new economy industry) shows that the market size of AI large models in China will reach 49.539 billion yuan in 2025, with a significant year-on-year growth of 68.40%, achieving a leapfrog development. Driven by the rapid development of the AI large model industry, the industry landscape of the GEO concept sector also presents distinct characteristics. In the first three quarters of 2025, the combined revenue of the top three enterprises in this sector accounted for 64.70% of the industry revenue, and the industry revenue concentration was at a relatively high level. Analysts from iiMedia Research pointed out that the current GEO market landscape has become stable, and the competitive advantages of leading enterprises are continuously expanding. From the development characteristics of enterprises within this sector, related enterprises generally focus on advertising, digital marketing, content production, and other fields, which not only demonstrate strong business diversity but also form a healthy revenue structure. At the same time, the revenue scale of enterprises is highly correlated with their development stage. Headline enterprises are mostly in the mature development stage and possess significant market competitiveness, which further solidifies the industry positioning of GEO as the core infrastructure of digital marketing in the AI era.

QQ音乐×艾媒咨询 | 中国音频音质行业白皮书

当音频从“能听就行”的工具化需求，升级为“追求好音质”的体验化刚需，中国音频行业正迎来一场“音质觉醒的时代拐点。过去，“好音质”是发烧友的专属标签；如今，从年轻人的日常听歌、职场人的专注背景音，到家庭智能终端的场景化需求，全民对“高品质声音”的追求正在爆发——好音质不再是小众热爱，而是大众消费的核心诉求。技术的迭代打破了“好音质=高门槛”的认知，用户与品牌的双向奔赴，更推动“好音质”从“模糊感知”走向“标准定义”。
　　iiMedia Research（艾媒咨询）数据显示，2025年中国耳朵经济市场规模为6110.1亿元，预计2029年将达到7415.8亿元。艾媒通过对行业趋势的系统梳理，期望为品牌、用户与行业从业者提供一份“全民好音质”时代的参考坐标，共同见证音频行业从“量的扩张”向“质的提升”的跨越。
　　As audio evolves from a utilitarian need of "barely audible is enough" to an experiential imperative of "pursuing superior sound quality," China's audio industry is reaching a pivotal turning point: an era of audio awakening. In the past, "superior sound quality" was an exclusive hallmark of audiophiles. Today, the pursuit of "high-fidelity sound" is surging nationwide—manifesting in young people's daily music listening, professionals' focus-enhancing background sound, and scenario-specific demands for smart home terminals. Superior sound is no longer a niche passion but a core demand of mainstream consumption. Technological advancements have shattered the perception that "superior sound equals high barriers to entry." The mutual commitment between users and brands is further driving the definition of "superior sound" from a "vague perception" toward a "standardized benchmark."
　　iiMedia Research data indicates that China's audio entertainment market will reach a scale of RMB 611.01 billion yuan in 2025, with projections suggesting it will expand to RMB 741.58 billion yuan by 2029. Through a systematic analysis of industry trends, iiMedia Research aims to provide brands, users, and industry practitioners with a reference point for the era of "High-Quality Audio for All." This initiative seeks to collectively witness the audio industry's transition from "quantitative expansion" to "qualitative enhancement."

艾媒咨询 | 2025年中国洗发水行业发展状况与消费行为调查数据

在功效需求细化及高端化趋势凸显等多重因素的共同驱动下，中国洗发水市场正朝着专业化、精细化的方向持续升级。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《2025年中国洗发水行业发展状况与消费行为调查数据》显示，2025年中国洗发水市场规模为691.07亿元，预测2029年达到817.80亿元。此外，2025年中国美容美发行业市场规模达到4459亿元。随着国民生活水平的提高以及对生活品质的不断追求，美容美发市场的消费需求旺盛，上下游产业和新兴业态将迎来快速发展机遇。该增长尤其带动了洗发、护发等细分领域向高端化、专业化升级，具备科技含量与个性化解决方案的洗发水品牌将更具竞争力。
　　中国消费者在购买洗发水时，最关注的三个因素分别是功效（48.10%）、适用发质（45.22%）和原料成分（41.43%）。与此同时，在消费者对洗发水功效的偏好中，去屑止痒（35.56%）位列第一，其次是深层清洁（31.76%）和滋养润发（31.30%）。这表明消费者选择日趋理性与精细化，基础清洁需求已转向对头皮健康及特定发质问题的针对性解决方案的追求。这进一步驱动市场向专业化、细分化方向发展，具有明确功效定位和成分透明的产品将赢得更多青睐。
　　艾媒咨询分析师认为，中国洗发水市场未来将呈现三大发展趋势。一是“头皮健康”理念将主导产品研发，推动防脱固发、舒缓修护等赛道高速增长；二是具备科学背书与透明成分的“科技护发”产品更受青睐，品牌研发实力成为核心竞争力；三是渠道与营销进一步向专业化内容（如成分科普、头皮检测）及个性化服务转型。整体市场将在消费升级与严格监管下，朝向更高附加值的专业化、品质化方向演进。
　　Driven by multiple factors such as the refinement and high-endization of functional demands, the Chinese shampoo market is continuously upgrading towards specialization and refinement. According to the latest "2025 China Shampoo Industry Development Status and Consumer Behavior Survey Data" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry, the scale of the Chinese shampoo market is expected to reach 69.107 billion yuan in 2025 and 81.780 billion yuan in 2029. Additionally, the scale of the Chinese beauty and hairdressing industry is projected to reach 445.9 billion yuan in 2025. With the improvement of living standards and the continuous pursuit of quality of life, the demand for beauty and hairdressing services is strong, and the upstream and downstream industries and emerging business forms will face rapid development opportunities. This growth particularly drives the upgrading of the shampoo and hair care segments towards high-endization and specialization. Shampoo brands with technological content and personalized solutions will be more competitive.
　　When Chinese consumers purchase shampoo, the three most concerned factors are efficacy (48.10%), hair type suitability (45.22%), and ingredient composition (41.43%). Meanwhile, among consumers' preferences for shampoo efficacy, dandruff control and itch relief (35.56%) ranks first, followed by deep cleansing (31.76%) and nourishing and moisturizing (31.30%). This indicates that consumers' choices are becoming increasingly rational and refined, with the basic cleaning demand shifting towards targeted solutions for scalp health and specific hair type issues. This further drives the market towards specialization and segmentation, and products with clear efficacy positioning and transparent ingredients will gain more favor.
　　Analysts from iiMedia Research believe that the Chinese shampoo market will present three major development trends in the future. First, the concept of "scalp health" will dominate product research and development, driving the rapid growth of anti-hair loss and hair strengthening, as well as soothing and repairing segments. Second, "scientific hair care" products with scientific backing and transparent ingredients will be more favored, and brand R&D capabilities will become the core competitiveness. Third, channels and marketing will further transform towards professional content (such as ingredient science popularization and scalp testing) and personalized services. The overall market will evolve towards higher value-added specialization and quality under the influence of consumption upgrading and strict regulation.