本报告研究涉及企业/品牌/案例：元气森林，伊利，康师傅，统一，东鹏饮料，香飘飘，农夫山泉，承德露露。

监测数据显示，2020年7-8月“饮料”行业网络口碑为67.2，偏向正面。艾媒咨询分析师认为，由于消费者更偏好“无糖”“代糖” 等健康饮品，饮料行业企业也随着消费者理念的变化进行产品升级迭代，推出符合大众需求的饮品，从而获得了较高的关注和认可。特别是受到疫情影响，消费者会更加关注食品饮品的健康问题，企业可能会进一步关注并强调植物基和以植物为中心的产品，比如豆浆、果蔬汁、酸奶。

Monitoring data show that in July-August 2020, the "beverage" industry network reputation of 67.2, biased towards the positive. iiMedia Research analysts believe that because consumers prefer "sugar-free" "sugar" and other healthy drinks, beverage industry enterprises also with the change of consumer philosophy to carry out product upgrading iteration, the introduction of drinks in line with the needs of the public, so as to obtain a higher level of attention and recognition. In particular, as a result of the outbreak, consumers will pay more attention to the health of food and beverages, and businesses may pay more attention to and emphasize plant-based and plant-centric products such as soy milk, fruit and vegetable juice, yogurt.

在移动互联网的高速发展下，2019年中国移动搜索用户规模突破7亿人，2020年在新冠疫情推动下，移动互联网加速渗透，预计规模将达到7.54亿人。iiMedia Research（艾媒咨询）数据显示，搜索引擎、社交平台、电商平台是受访网民获取信息的前三大渠道，占比分别为69.6%、49.0%、35.3%。78.4%的受访者表示搜索信息时第一时间会想到移动搜索引擎，对移动搜索有很强的依赖度。对于移动搜索的方式，受访用户最常使用的移动搜索方式是文字搜索，占比达72.6%；而随着AI技术的成熟以及用户使用习惯的深化，使用语音搜索、图片搜索的受访用户分别占44.4%、20.8%。未来移动搜索行业需求将呈现多元化、专业化发展，AI技术的应用成为市场主要发力点，移动搜索市场竞争持续升级，头部市场将在中长期内保持一超多强的市场格局。

With the rapid development of mobile Internet, the scale of China's mobile search users exceeded 700 million in 2019. Driven by the COVID-19 in 2020, mobile Internet penetration will accelerate, and the scale is expected to reach 754 million. As the data of iiMedia Research showed, search engines, social platforms, and e-commerce platforms are the top three channels for interviewed netizens to obtain information, accounting for 69.6%, 49.0%, and 35.3%, respectively. 78.4% of the interviewed netizens said that they would think of mobile search engines as soon as they searched for information so they have a strong dependence on mobile search. For mobile search modes, the most common mobile search mode used by interviewed users is text search, accounting for 72.6%. With the maturity of AI technology and the deepening of usage habits, the interviewed users who use voice search and image search accounted for 44.4% and 20.8% respectively. In the future, the demand for mobile search will show diversified and professional development, and the application of AI technology will become the main force of the market. The competition of mobile search market will continue to escalate, and the head market will maintain a market structure of “one super strong, many stronger” in the medium and long term.

本报告研究涉及企业/品牌/案例：珀莱雅、红豆股份、淘宝、蘑菇街、快手、抖音、如涵控股、有赞直播。

2019年底，直播电商成为新的风口。特别是2020年的新冠疫情影响，直播电商成为最热门的零售模式并且影响深远，得到平台方、资本方、制作方、用户等产业链各环节的追捧。但随着直播电商业务的高速扩展，行业面临的问题也逐渐增加，需要通过各环节的协同治理，共同推动行业良性发展。

At the end of 2019, live e-commerce has become a new outlet. Especially due to the impact of the new crown epidemic in 2020, live e-commerce has become the most popular retail model and has a far-reaching impact. It is sought after by platform parties, capital parties, producers, users and other links in the industrial chain. However, with the rapid expansion of live broadcast e-commerce business, the problems faced by the industry have gradually increased. It is necessary to jointly promote the sound development of the industry through collaborative governance of all links.

本报告研究涉及企业/品牌/案例：新片场、青藤文化、蜂群文化。

随着直播电商的爆红，全国各地对直播电商产业的扶持政策也越来越多。直播电商通过创新商业新模式推动城市经济的高质量发展，同时创造更多的新就业。然而，直播中出现的吃播现象引起舆论关注，在央视新闻在节目中批评有些大胃王吃播时存在浪费严重的现象的背景下，各大直播平台也纷纷做出回应，将加强对美食直播内容的审核。

With the popularity of live e-commerce, there are more and more supportive policies for the live e-commerce industry across the country. Live e-commerce promotes the high-quality development of the urban economy through innovative new business models, while creating more new jobs. However, the phenomenon of eating and broadcasting in the live broadcast has attracted public attention. In the context of CCTV News criticizing some big stomachs in the program for serious waste when eating and broadcasting, major live broadcast platforms have also responded and will strengthen their food Review of live content.

本报告研究涉及企业/品牌/案例：片仔癀、欧莱雅、丸美。

疫情影响下，国际和国内化妆品品牌发展态势不同。国际方面，雅诗兰黛、欧莱雅等品牌面临滞涨问题，纷纷裁员。而国内品牌则发展良好，珀莱雅、上海家化等上市公司获得资本市场认可，同时完美日记等品牌也正在寻求新一轮的融资。

As the impact of the epidemic on China has gradually weakened, the cosmetics industry has gradually resumed production and work. Brands such as Estée Lauder and L'Oreal are facing stagflation problems and layoffs. Domestic brands are developing well. Listed companies such as Proya and Shanghai Jahwa have been recognized by the capital market. At the same time, brands such as the emerging Perfect Diary are also seeking a new round of financing.

本报告研究涉及企业/品牌/案例：牧原集团、新希望、平潭发展、福建金森、万代服装、长江制衣、绍兴小轩窗布业有限公司、烟台明远家用纺织品有限公司、双驰实业、汕头澄海。

随着国家城镇化加速，农民工供给增速放缓，传统劳动密集型产业面临招工难的问题。特别是随着年轻一代择业观的改变、城镇服务业的高速发展，进城农工偏向选择快递员、餐饮外卖员等当前热门岗位进行就业，这就推动了城镇新型劳动密集型产业的发展。2020年8月7日，中国当前灵活就业从业人员规模达2亿左右，这就为城市新型服务业提供了劳动力基础。

As the country’s urbanization accelerates and the supply of migrant workers has slowed down, traditional labor-intensive industries are facing difficulties in recruiting workers. In particular, with the changes in the young generation's outlook on job selection and the rapid development of urban service industries, rural workers in cities prefer to choose current hot jobs such as couriers and food delivery workers for employment, which promotes the development of new labor-intensive industries in cities and towns. On August 7, 2020, the current number of flexible employment employees in China reached about 200 million, which provides a labor base for the new urban service industry.

5G手机在2020年开始迅速扩大在市场的话语权。2020年截至7月，中国5G手机出货量累计达到7750.8万部，占智能手机总出货量的44.2%;上市5G新机型累计119款，占总上市机型的46.5%。而2019年全年5G手机出货量及上市新机型分别仅为1376.9万部及35款。5G手机在市场渗透率的上升最主要因素还是在于各大厂商跟进新款产品的时候转向5G赛道，导致消费者在购买新机时被动接受5G手机产品。iiMedia Research(艾媒咨询)数据显示，受访用户购买5G手机最主要原因在于正常更替手机，占比41.6%。而非5G手机用户中，73.3%认为现阶段大众没有购买5G手机的必要。5G手机目前未体现出明显优于其他主流智能手机的特性，相反，5G通信套餐价格昂贵、商用城市较少，均使置换5G手机的性价比较低，阻碍其市场普及。未来只有从需求端出发激发消费者刚需，将5G在通信传输方面的优势在智能手机体现，同时挖掘能够依靠5G手机搭载的杀手级应用产品，才能加速5G手机普及。

5G smartphone rapidly expand its discourse power in the market in 2020. YTD 5G smartphone shipments were 77.508 million units, represented 44.2% of the total shipment. The total number of new models were 119, accounting for 46.5% of the total new models. Comparatively, total 5G smartphone shipments and new models released in 2019 were 13.769 million and 35. The main reason for the increase of 5G mobile smartphone market penetration is that the major manufacturers turn to compete in the 5G market when they released the new products, which led to consumers’ passively acceptance 5G smartphone. As the data of iiMedia Research showed, 41.6% of the interviewees purchased 5G smartphone because of the normal replacement of the mobile phones. However, 73.3% of non-5G smartphone users think that it is not necessary for the public to buy 5G smartphone at this stage. At present, 5G mobile smartphone do not show obvious advantages over other mainstream smartphones. On the contrary, the high traffic pricing of 5G smartphone and the lack of commercial cities make the replacement of 5G smartphone with low cost performance, and thus hinder its market popularization. In the future, only by standing from the demand side, reflecting the advantages of 5G in communication transmission in smartphones, and developing killer application that can only rely on 5G smartphones, can we accelerate its popularization.

2020年6-7月楼市调控继续坚持“房住不炒”的定位，多地先后出台楼市调控政策，严厉打击房地产市场违法违规行为，规范房地产市场秩序。2020年7月上海、北京和深圳三大城市新房的市区房价位于前三名，而宁波、北京、福州的均价涨幅较大。

From June to July 2020, the property market regulation will continue to adhere to the positioning of “no speculation in housing and housing”. Many places have successively introduced regulation and control policies on the property market to severely crack down on violations of laws and regulations in the real estate market and regulate the order of the real estate market. In July 2020, the urban housing prices of new houses in the three major cities of Shanghai, Beijing and Shenzhen ranked among the top three, while the average prices of Ningbo, Beijing and Fuzhou increased significantly.

本报告研究涉及企业/品牌/案例：小电科技、街电科技、美团充电。

在质疑声中走过发展爆发和沉淀阶段的中国共享充电宝行业，在2019年进入了规范发展时期，即使2020年受到“新冠疫情”影响，行业发展整体向好的趋势没有改变。iiMedia Research（艾媒咨询）数据显示，2020年用户规模预计达到2.29亿人。但短期内疫情对行业的冲击仍然不容忽视，八成受访共享充电宝用户表示产品使用习惯受到疫情影响发生了变化。具体表现为使用次数降低、时间缩短，其中对于出行场景和大机柜共享充电宝的使用影响尤为严重。行业竞争方面同样迎来变数，美团在年初启动共享充电宝业务，凭借其积累的线下商家资源和自身产品体验优势，避开了新入局企业进入门槛过高等问题，对行业头部企业形成冲击。

China Shared Power Bank Industry, which has gone through the development stages of outbreak and precipitation despite queries, has entered the period of standardized development in 2019. Even though it is affected by the COVID-19 in 2020, the overall development trend of the industry will not change. As the data of iiMedia Research showed, the user scale of China Shared Power Bank industry is expected to reach 229 million in 2020. However, in the short term, the impact of COVID-19 on the industry can’t be ignored. 80% of the interviewees reflected that their use habits of shared power bank has changed due to the impact of COVID-19. Specifically, the usage frequency are reduced and the time is shortened, especially for the usage of shared power bank in travel scenario and the ones in large cabinet. The industry competition also ushered in variables. Meituan launched the shared power bank business at the beginning of the year. Relying on its advantages of accumulated offline business resources and better product experiences, Meituan avoided the problem of high entry threshold for new competitors, and having an impact on the leading enterprises in the industry.

本报告研究涉及企业/品牌/案例：行云全球汇、奥买家。

2020年上半年，受疫情影响，整体跨境电商交易在商品端、物流端等方面都收到较大影响，但是欧美等主要市场的消费格局转变以及一系列利于跨境电商发展的政策落地也推动了中国跨境电商进出口的发展，2020上半年中国通过海关跨境电商管理平台进出口增长26.2%，预计2020年底中国跨境电商交易规模将达到10.3万亿元。当前，年轻的消费群体日渐崛起，其消费潜力不断被挖掘和释放。iiMedia Research(艾媒咨询)数据显示，对于受访的跨境消费年轻人群来说，热衷新潮流、尝试新的消费体验成为其进行跨境消费的主要原因，近六成用户最看重的因素是商品质量。未来，更加符合年轻用户消费需求、文化价值的，集社交互动、内容营销、多端渠道于一体的场景化跨境电商消费将成为新趋势。

In the first half of 2020, affected by the epidemic, overall cross-border e-commerce transactions have been greatly affected in terms of commodities and logistics. However, the changes in consumption patterns in major markets such as Europe and the United States and the implementation of a series of policies conducive to the development of cross-border e-commerce have also promoted the development of China’s cross-border e-commerce import and export. In the first half of 2020, China's imports and exports through the customs cross-border e-commerce management platform increased by 26.2%. It is expected that the scale of China's cross-border e-commerce transactions will reach 10.3 trillion yuan by the end of 2020. At present, young consumer groups’ consumption potential is constantly being tapped and released. As the data of iiMedia Research showed, for the young cross-border consumer groups interviewed, enthusiasm for new trends and trying new consumer experiences has become the main reason for their cross-border consumption. And nearly 60% of them value product quality the most. In the future, scenario-based cross-border e-commerce consumption that integrates social interaction, content marketing, and multiple channels will become a new trend that is more in line with the consumption needs and cultural values of young users.