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.

长城军工2021年第三季度报告

艾媒咨询｜2023-2025年全球飞行汽车行业趋势研究报告

近年来，美国的Archer Aviation、德国的Lilium Aviation、英国的Vertical Aerospace等飞行汽车企业相继上市。航空业波音、空客等，跨国汽车企业的大众、丰田、本田、现代、通用等，以及中国汽车企业的小鹏、吉利、长城等纷纷参与到飞行汽车领域。

双飞股份：2021年第三季度报告

艾媒咨询 | 2025年中国无人驾驶汽车行业市场环境分析及消费行为调查数据

随着公众出行观念的革新与新兴企业崛起的速度加快，消费者对智能出行的接受度持续提高，从对传统驾驶模式的依赖转向对自动驾驶便捷性与安全性的期待，推动无人驾驶技术商业化需求不断释放。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年中国无人驾驶汽车行业市场环境分析及消费行为调查数据》显示，2024-2029年中国无人驾驶汽车行业市场规模进入“爆发式增长通道”，呈指数级扩张，预计2029年将突破1200亿元，成为智能交通领域增长最快的核心赛道之一。
在中国无人驾驶汽车消费者中，无人驾驶汽车以42.31%的比例被认为是更安全的驾驶技术方式，明显高于真人驾驶汽车的31.98%，认为两种方式都安全的消费者占比为25.71%；69.50%的消费者表示会购买无人驾驶汽车，30.50%的消费者表示不会购买。这表明无人驾驶汽车在安全性方面已获得较多消费者的认可，且绝大多数消费者对无人驾驶汽车持开放态度，购买意愿较高，反映出无人驾驶汽车在中国市场的潜在需求较大。
艾媒咨询分析师指出，中国无人驾驶汽车产业正迈向规模化与深度融合的新阶段，在未来，政策红利持续释放，国家层面积极推动法规完善与测试示范区建设；技术突破加速，AI算法、高精地图、车规级芯片等领域进步显著；应用场景拓宽，Robotaxi、无人配送、港口矿区等特定场景商业化潜力巨大。然而挑战同样严峻，技术成熟度与安全性仍是核心瓶颈；法规标准体系滞后，责任认定、数据安全等法律问题亟待解决。企业应深耕核心技术，加大AI算法、感知融合、高算力芯片等研发投入，建立技术护城河；探索多元场景落地，优先在港口、矿区、园区等封闭/半封闭场景及Robotaxi、干线物流等实现商业闭环；推动产业协同，与芯片、传感器、高精地图、5G通信等伙伴深度合作，共建生态。
With the innovation of public travel concepts and the accelerated rise of emerging enterprises, consumers' acceptance of intelligent travel has been continuously increasing. They have shifted from relying on traditional driving modes to expecting the convenience and safety of autonomous driving, which has driven the continuous release of commercial demands for driverless technology. According to the latest data released by iiMedia Research, a globally leading third-party data mining and analysis institution for the new economy industry, in the "2025 China Driverless Car Industry Market Environment Analysis and Consumer Behavior Survey Data", From 2024 to 2029, the market size of China's driverless car industry will enter an "explosive growth channel", expanding exponentially. It is expected to exceed 120 billion yuan in 2029, becoming one of the fastest-growing core tracks in the intelligent transportation field.
Among Chinese consumers of driverless cars, 42.31% of them consider driverless cars to be a safer driving technology, significantly higher than 31.98% of those who drive cars with real people. The proportion of consumers who think both methods are safe is 25.71%. 69.50% of consumers said they would purchase driverless cars, while 30.50% said they would not. This indicates that driverless cars have gained considerable recognition from consumers in terms of safety, and the vast majority of consumers hold an open attitude towards driverless cars with a high purchase intention, reflecting a large potential demand for driverless cars in the Chinese market.
Analysts from iiMedia Research pointed out that China's driverless car industry is moving towards a new stage of scale and deep integration. In the future, policy dividends will continue to be released, and the state will actively promote the improvement of regulations and the construction of test demonstration zones. Technological breakthroughs are accelerating, with significant progress made in areas such as AI algorithms, high-precision maps, and automotive-grade chips. The application scenarios have been broadened, and there is huge commercial potential in specific scenarios such as Robotaxi, unmanned delivery, ports and mining areas. However, the challenges are equally severe, with technological maturity and security remaining the core bottlenecks. The regulatory and standard system lags behind, and legal issues such as responsibility determination and data security urgently need to be addressed. Enterprises should focus on core technologies, increase investment in research and development of AI algorithms, perception fusion, high-performance computing chips, etc., and build a technological moat. Explore the implementation of diverse scenarios, prioritizing the realization of commercial closed loops in closed or semi-closed scenarios such as ports, mining areas, and industrial parks, as well as in areas like Robotaxi and long-haul logistics. Promote industrial collaboration and deeply cooperate with partners in chip, sensor, high-precision map, 5G communication and other fields to jointly build an ecosystem.

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