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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。 -
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年中国钠离子电池产业链市场状况及标杆企业经营数据分析报告
钠离子电池行业是指从事钠离子电池技术研发、电芯与系统制造、销售及回收利用的产业集合。其业务范围涵盖从正负极材料、电解液等关键材料的研发生产,到电芯制造、电池系统集成,最终应用于储能、低速电动车、备用电源等市场领域。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年中国钠离子电池产业运行及标杆企业研究报告》数据显示,行业市值高度集中,CR3占比近88%。行业整体市值规模庞大,市场对头部企业成长性给予高度认可。市值规模与企业行业地位强相关,头部企业凭借技术、规模和客户优势享有估值溢价,其高市值基本反映了市场对其核心竞争力和未来在钠电领域拓展潜力的预期。
艾媒咨询分析师认为,市值结构映射出行业仍处于发展初期,龙头凭借技术、规模与生态优势占据主导,中游材料与专业电池厂商跟随,整体呈现“一超多强”的梯队分化格局。营收规模与企业垂直整合能力及所处产业链环节强相关,整体结构健康但集中度风险需关注。
The sodium-ion battery industry refers to a cluster of enterprises engaged in the research and development of sodium-ion battery technologies, manufacturing of cells and systems, sales, and recycling. Its business scope spans from the R&D and production of key materials such as positive and negative electrode materials and electrolytes, to cell manufacturing and battery system integration, ultimately applied in market sectors including energy storage, low-speed electric vehicles, and backup power supplies. According to data from the latest "2026-2027 China Sodium-ion Battery Industry Operation and Leading Enterprises Research Report" released by iiMedia Research, a globally leading third-party data mining and analysis firm specializing in new economy industries, the industry exhibits highly concentrated market capitalization, with CR3 accounting for nearly 88%. The overall market capitalization is substantial, reflecting strong market recognition of the growth potential of leading companies. Market capitalization is closely correlated with corporate industry positioning; top players enjoy valuation premiums due to their technological advantages, scale, and customer base, with their high valuations largely reflecting market expectations regarding their core competitiveness and future expansion potential in the sodium-ion battery sector.
Analysts at iiMedia Research believe that the market capitalization structure reflects the industry is still in its early stages of development, with leading players dominating due to their technological, scale, and ecosystem advantages, followed by midstream material suppliers and specialized battery manufacturers, forming an overall tiered landscape characterized by "one leader and multiple strong players." Revenue size is closely tied to a company's vertical integration capabilities and its position within the supply chain; while the overall structure is healthy, concentration risks warrant attention. -
艾媒咨询 | 2026年全球及中国小动力型锂电池行业研究报告
随着绿色低碳转型持续深化,“铅酸换锂电”进程加速,加之低空经济的爆发式增长,共同推动全球及中国小动力型锂电池市场需求持续释放。与此同时,监管端强化生产、溯源、回收全链条的合规约束,下游应用场景不断升级,对电池安全、能量密度和循环寿命提出更高要求,双重压力迫使企业持续提升材料与工艺安全等级。受此影响,一方面,比亚迪、国轩高科等具备汽车级制造能力的动力电池企业纷纷切入该赛道,推动市场形成多元化竞争格局,行业技术门槛与品质基准持续抬升;另一方面,合规能力正逐渐成为核心竞争壁垒,加速落后产能出清,推动资源向技术领先、品质可靠、绿色可循环的头部企业集中。在此背景下,新能安等深耕该细分市场的专业企业,亦不断强化产品研发、制造体系与客户协同能力,进一步巩固其在两轮电动车、无人机等小动力锂电池应用市场的竞争优势。(《2026年全球及中国小动力型锂电池行业研究报告》完整高清PDF版共38页,可点击文章底部报告下载按钮进行报告下载)
The green and low-carbon transformation continues to deepen, the process of "replacing lead-acid batteries with lithium-ion batteries" accelerates, and the explosive growth of the low- -
艾媒咨询 | 2025年中国特高压产业市场状况及标杆企业经营数据分析报告
特高压输电技术作为当前最先进的电力输送方式之一,已成为中国能源转型与电网升级的核心引擎,带动整个特高压产业链持续处于高景气发展态势。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年中国特高压产业市场状况及标杆企业经营数据分析报告》数据显示,2025年中国国家电网与南方电网合计固定资产投资达8250亿元,创历史新高,工程集中投运带动特高压全产业链需求持续释放。当前特高压产业市值季度均值TOP10企业与市值TOP10企业格局相对稳定,利润前十名企业合计实现386.49亿元,其中头部前三企业利润占比高达66.80%,龙头效应明显,反映出资本市场对特高压行业认可度持续提升,行业整体经营质量良好、发展态势稳健。艾媒咨询分析师认为,在“双碳”目标推进与新型电力系统建设的双重驱动下,特高压行业进入系统化、规模化发展新阶段,行业长期增长确定性强。行业内标杆企业凭借技术壁垒与市场优势,实现经营质量稳步提升,但同时存在企业间发展不均衡的现象,集中度高、技术迭代加速已成为行业发展的鲜明特征。(《艾媒咨询 | 2025年中国特高压产业市场状况及标杆企业经营数据分析报告》完整高清PDF版共66页,可点击文章底部报告下载按钮进行报告下载)
As one of the most advanced power transmission methods -
艾媒咨询 | 2025年中国太阳能产业市场状况及标杆企业经营数据分析报告
近年来,中国太阳能产业受益于能源结构转型、双碳目标推进及相关政策扶持,行业整体保持规模扩张态势,但光伏主产业链周期性波动导致企业经营呈现明显分化,产业资源进一步向头部集聚。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年中国太阳能产业市场状况及标杆企业经营数据分析报告》数据显示,截至2025年底,中国太阳能发电装机容量达1200GW,同比增长35.4%,行业规模稳步攀升。资本市场方面,中国太阳能行业活跃度持续提升,头部企业在营收、利润及研发投入等关键指标上显著领先。其中,毛利率、净利率前十企业主要集中于光伏设备、储能等高附加值环节,展现出较强的盈利韧性;相比之下,主产业链中下游环节受价格战与产能过剩冲击,盈利承压明显。动态市盈率为负值的十家企业多集中在该领域,凸显行业正处于深度结构性调整阶段。艾媒咨询分析师认为,尽管面临阶段性产能过剩与原材料价格波动挑战,中国太阳能产业仍具备强劲的长期增长动能。随着分布式光伏、AI数据中心等新兴用电场景的崛起,产业需求空间持续拓宽,具备高研发投入、低负债运营及全球化渠道能力的企业,将持续巩固竞争优势,推动行业迈向高质量发展的主旋律。(《艾媒咨询 | 2025年中国太阳能产业市场状况及标杆企业经营数据分析报告》完整高清PDF版共72页,可点击文章底部报告下载按钮进行报告下载)
Driven by the energy structure transition, the advancement of the carbon peaking and carbon neutrality goals, and supporting policies, China's solar energy industry has maintained an overall expansion trend. However, the cyclical fluctuations in the main photovoltaic industrial chain have led to distinct divergences in corporate operations, with industrial resources further concentrating among leading enterprises. According to the latest report 2025 Report on Market Conditions of China's Solar Energy Industry and Data Analysis of Benchmark Enterprises' Operations released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economic industries, by the end of 2025, China's installed capacity of solar power generation reached 1,200 gigawatts, a year-on-year increase of 35.4%, marking a steady rise in the industry scale. In the capital market, the activity of China's solar energy sector has continued to grow, and leading enterprises hold a significant advantage in key indicators such as revenue, profits and R&D investment. Among them, the top ten enterprises in terms of gross profit margin and net profit margin are mainly concentrated in high value-added segments including photovoltaic equipment and energy storage, demonstrating strong profitability resilience. In contrast, the middle and lower reaches of the main industrial chain are under obvious profit pressure due to price wars and overcapacity. Ten enterprises with negative dynamic price-to-earnings ratios are mostly clustered in this sector, highlighting that the industry is in a deep structural adjustment phase. Analysts at iiMedia Research opine that despite phased challenges of overcapacity and fluctuations in raw material prices, China's solar energy industry still boasts robust long-term growth momentum. With the emergence of emerging power consumption scenarios such as distributed photovoltaics and AI data centers, the industrial demand space continues to expand. Enterprises featuring high R&D investment, low-debt operation and global channel capabilities will continuously consolidate their competitive advantages, leading the industry toward high-quality development.
("iiMedia Research | 2025 Report on Market Conditions of China's Solar Energy Industry and Data Analysis of Benchmark Enterprises' Operations" full version has 72 pages, please click the download button at the bottom of the article to download the report.) -
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年中国固态电池行业分析报告
在全球新能源汽车产业追求更高安全与续航的背景下,中国固态电池行业正迈入产业化突破与全固态技术攻关并行的关键期。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年中国固态电池行业分析报告》显示,2024年全球固态电池设备市场规模达40.0亿元,其中半固态电池设备占38.4亿元,全固态电池设备因尚处实验室中试阶段,规模仅1.6亿元。随着产业化进程推进,预计到2030年全球固态电池设备市场规模将飙升至1079.4亿元。此外,全球固态电池(半固态+全固态)出货量预计从2026年的34GWh上升至2030年的614GWh,市场规模呈指数级扩张趋势。
艾媒咨询分析师认为,未来中国固态电池行业将迎来高速发展期。以半固态电池为先导的技术路径将率先实现产业化,并带动上游设备与材料产业链快速发展。随着技术持续突破与成本下降,全固态电池也将逐步从实验室走向市场,应用领域将从高端电动车向更广泛的储能等场景拓展,推动市场规模实现指数级增长。
Against the backdrop of the global new energy vehicle industry's pursuit of higher safety and longer range, China's solid-state battery industry is entering a critical period where industrialization breakthroughs and all-solid-state technology research are advancing in parallel. According to the latest "China's solid-state battery industry analysis report in 2025" released by iiMedia Research, a leading third-party data mining and analysis agency for new economy industries, the global solid-state battery equipment market size reached 4.0 billion yuan in 2024, with semi-solid-state battery equipment accounting for 3.84 billion yuan. All-solid-state battery equipment, still in the laboratory pilot stage, had a scale of only 160 million yuan. With the advancement of industrialization, it is expected that the global solid-state battery equipment market size will soar to 107.94 billion yuan by 2030. Additionally, the global solid-state battery (semi-solid-state + all-solid-state) shipment volume is projected to rise from 34 GWh in 2026 to 614 GWh in 2030, demonstrating an exponential expansion trend in market size.
Analysts from iiMedia Research believe that China's solid-state battery industry will experience a period of rapid development in the future. The technology path led by semi-solid-state batteries will be the first to achieve industrialization, driving the rapid development of the upstream equipment and material industry chain. As technology continues to break through and costs decline, all-solid-state batteries will gradually move from the laboratory to the market, and their application fields will expand from high-end electric vehicles to a wider range of energy storage scenarios, promoting an exponential growth in market size. -
艾媒咨询 | 2025-2029年中国锂电池行业研究报告
在全球能源结构加速转型与“双碳”目标引领的时代浪潮下,锂电池行业已成为支撑新能源产业发展的核心力量,中国锂电池行业更是凭借政策、技术和产业链等优势在全球市场中占据重要地位。全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025-2029年中国锂电池行业研究报告》数据显示,2024年中国锂电池市场规模已达到17500亿元,同比增长25.0%,预计2029年将超过5万亿元。艾媒咨询分析师认为,在全球产业智能化与绿色化转型的浪潮下,低空经济、电动车等战略性新兴产业的蓬勃发展,正成为驱动锂电池需求爆发式增长的核心引擎。
In the era of accelerated transformation of the global energy structure and the guidance of the "dual carbon" goals, the lithium battery industry has become a core force supporting the development of the new energy industry. China's lithium battery industry has occupied an important position in the global market by virtue of its advantages in policy, technology and industrial chain. According to the latest "China lithium battery industry research report from 2025 to 2029" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, the market size of lithium batteries in China has reached 1,750 billion yuan in 2024, with a year-on-year growth of 25.0%. It is expected to exceed five trillion yuan by 2029. Analysts from iiMedia Research believe that under the global wave of industrial intelligence and green transformation, the vigorous development of strategic emerging industries such as low-altitude economy and electric vehicles is becoming the core engine driving the explosive growth of lithium battery demand. -
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