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.

中国东方红卫星股份有限公司2021年第三季度报告

艾媒报告 |2018-2019中国商业航天产业研究与商业投资决策分析报告

在全球商业航天市场发展的大背景下，中国创新技术、政策支持和市场需求共同推动中国民营商业航天事业发展。2018年，星际荣耀、零壹空间与蓝箭航天竞相角逐太空。iiMedia Research（艾媒咨询）数据显示，中国民营商业航天企业总体口碑较好，其中，零壹空间言值最高为54.9。

The global aerospace economy continued to grow steadily, reaching $383.5 billion in 2017, of which commercial space revenue accounted for more than 80%. China's commercial space has started late, and there is still much room for development compared with the world level. In terms of commercial spacecraft launch, China has only launched six times, and it has opened up with the United States (224 times) and Europe (57 times) larger gap. Driven by a sound policy, technological and market environment, China's commercial aerospace industry continues to develop, and many private commercial aerospace companies have gained capital recognition. The national commercial aerospace industry aerospace science and technology also won a $182 million Series A financing. China's commercial aerospace industry is developing well, but there are still widespread problems such as imperfect business closed-loop festivals, profit models and unclear industrial structures. In the future, China's commercial aerospace industry should focus on the development of the industry chain and foster the vertical capability of the end-to-end industry chain.

艾媒咨询｜2021-2022年中国高精定位市场专题研究报告

随着高精定位技术的迭代优化，其应用范围也不断扩大，广泛应用于以车辆导航、自动驾驶为例的智慧出行领域，以基础设施监测为例的公共服务领域，以及电网、港口智能监测等产业升级领域。iiMedia Research（艾媒咨询）数据显示，2021年中国卫星导航与位置服务产业产值约4650亿元，预计2025年将突破1万亿元，市场发展潜力巨大。

长城军工2021年第三季度报告

艾媒咨询 | 2025年中国高精定位市场消费行为调查数据

随着高精定位技术的迭代优化，其应用范围也不断扩大，广泛应用于以车辆导航、自动驾驶为例的智慧出行领域，以基础设施监测为例的公共服务领域，以及电网、港口智能监测等产业升级领域。根据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年中国高精定位市场消费行为调查数据》数据显示，道路导航（包括骑行、步行等方式）以48.84%的占比位居首位，凸显了消费者对导航功能的高度依赖，进一步印证了高精定位技术在日常生活场景中的广泛应用。与此同时，“有助于高危行业（如矿业）更便利作业”以51.22%的占比成为消费者最认可的应用方向，表明高精定位技术在高危行业中的潜力备受期待，其提升作业效率和保障安全的特性得到了广泛认可。此外，技术进步与成本降低以50.39%的占比成为影响高精定位技术普及的最主要因素，反映了技术迭代和成本优化在推动市场发展中的关键作用，也为行业未来的创新方向提供了重要启示。艾媒咨询分析师认为，在全球经济迈向高质量发展的新背景下，公共基础设施的运行、行业的解决方案或是大众生活出行领域的数字化，都离不开以数据决策为基础。而高精定位作为精准位置数据获取的基础技术，将延伸更多元化的符合市场发展的数据技术产品和服务，市场需求将持续提升。
With the iterative optimization of high-precision positioning technology, its application scope is also expanding, and it is widely used in the field of intelligent travel with vehicle navigation and automatic driving as an example, in the field of public service with infrastructure monitoring as an example, and in the field of industrial upgrading such as power grid and port intelligent monitoring. According to the latest "Survey data of consumption behavior of China's High-Precision Positioning Market in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, road navigation (including cycling, walking, etc.) ranks first with 48.84%. It highlights the high dependence of consumers on navigation functions, and further confirms the wide application of high-precision positioning technology in daily life scenes. At the same time, "help high-risk industries (such as mining) more convenient operation" accounted for 51.22% of consumers to become the most recognized application direction, indicating that the potential of high-precision positioning technology in high-risk industries is highly anticipated, and its characteristics of improving operational efficiency and ensuring safety have been widely recognized. In addition, technological progress and cost reduction accounted for 50.39% to become the most important factors affecting the popularity of high-precision positioning technology, reflecting the key role of technology iteration and cost optimization in promoting market development, and also providing important inspiration for the future innovation direction of the industry. Analysts from IIMedia Consulting believe that in the new context of the global economy moving toward high-quality development, the operation of public infrastructure, industry solutions or digital intelligence in the field of mass life and travel are inseparable from data-based decision-making. As the basic technology for accurate location data acquisition, high-precision positioning will extend more diversified data technology products and services in line with market development, and market demand will continue to increase.

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.

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江苏澄星磷化工股份有限公司2021年第三季度报告