China's artificial intelligence industry is growing rapidly. It is expected that the scale of China's artificial intelligence core industry will exceed 100 billion yuan in 2030. The deposition of data, the optimization of algorithms, and the enhancement of computing power have laid a solid foundation for the commercial application of artificial intelligence technology. More and more traditional industries rely on artificial intelligence technology for transformation and upgrading, and they have attracted widespread attention. According to iiMedia Research data, the integrated development of artificial intelligence and finance, security, medical care, education and other fields has become the focus of attention of the public. 37.8% of the respondents said they knew the application of artificial intelligence in the financial field best; 39.3 % Of the respondents are most looking forward to the application of artificial intelligence in the medical field; 66.8% of the respondents are optimistic about the future development of artificial intelligence. iiMedia Consulting analysts believe that with the continuous improvement of the segmentation and specialization of the artificial intelligence field, the commercialization of artificial intelligence will accelerate, but the information security risks and ethical issues brought about by rapid development cannot be ignored.
With the gradual development of renewable resources industry, China's market demand for renewable resources is strong, with a perfect recycling network and channels of renewable resources recycling enterprises have bargaining power. Therefore, such as TUS-EST, GEM, Yuguang Gold&Lead and other renewable resources listed companies revenue growth, with good economic benefits. In particular, in the context of the development of the Internet, the capital market is optimistic about the “Internet and renewable resources“ industry, Aihuishou, Xiandou Recycling, Xiaohuanggou, Huishoubao and other enterprises have obtained more than 100 million yuan of financing scale. iiMedia Research analyze that, under the strong support of policy, renewable resources industry development prospects continue to be optimistic, renewable resources market will continue to warm up.
According to the data of iiMedia research, as of August 2019, the number of blockchain projects promoted by governments around the world has reached 154, and the cumulative investment and financing scale of the global blockchain industry has reached US $10.369 billion. After ten years of development, blockchain technology has been applied in many fields, such as finance, government affairs, medical treatment, industrial manufacturing and so on, and the society's understanding of the value and applicable scenarios of blockchain has been constantly improved. The specific performance is that industrial capital returns to rationality, governments of all countries pay more attention to it, and the industry gradually moves from the barbaric growth stage to the standardized and orderly development stage. Although the blockchain industry has a broad prospect, but limited by the industry technology standard system that has not yet formed, the application and promotion of blockchain technology are subject to many restrictions. iiMedia consulting analysts believe that as the key technology of the next generation of Internet, governments and giant enterprises will increase efforts to layout the research and application of blockchain, and the competition for the right to formulate industry standards tends to be fierce. China has a good development foundation in the field of blockchain, and the number of related patent applications ranks first in the world. With the further liberalization of policies, China's blockchain industry will usher in a stage of rapid development, and it is expected to step into the first echelon of global blockchain industry in an all-round way.
With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent.
At present, China's waste disposal is mainly landfill and waste incineration two methods, but with the rapid development of China's urbanization, the continuous improvement of waste production capacity, the increasing output of large and medium-sized cities for urban construction has brought environmental pollution, waste incineration and clean-up of large amounts of electricity and other issues. With the further development of the economy, promoting garbage classification has become an important task in the 13th Five-Year Plan. According to iiMedia Research, the assets of 15 companies in China's solid waste industry will be further expanded in 2018, ranging from 4 billion yuan to nearly 40 billion yuan, with eight assets under 10 billion yuan. iiMedia Research analysts believe that garbage classification will further promote the further expansion of waste classification, clean environmental protection, resource recovery and other industries.
本报告研究涉及企业/品牌/案例：百度，小马智行，深兰科技，深兰科技,商汤科技,地平线机器人,大立科技,数多多，Cambricon, 数据堂，IBM, Magic Data,海深科技，阿里巴巴，华为，京东，滴滴出行，小i机器人，图灵机器人，科大讯飞，普强信息，云知声，出门问问，依图，海鑫科金，腾讯云
With the promotion of policy and the attention of capital, the AI industry will continue to develop rapidly, and the scale of China's AI core industry will exceed 150 billion yuan by 2020. At present, the commercialization of AI is mainly based on computer vision, intelligent voice, natural language processing and other technologies. It has a wide range of applications, including intelligent medical, intelligent driving, intelligent home and other scenarios. In 2018, China's AI sector raised 131.1 billion yuan, with a growth rate of more than 100%. Investors are optimistic about the prospects of AI industry, and capital will help the industry develop better. In the field of combination of artificial intelligence and travel, the research and development of technologies such as path planning, network car appointment, traffic management and automatic driving have solved the pain points of traditional travel inconvenience. Among them, Shenlan Science and Technology has realized the landing of artificial intelligence products in the sub-fields of intelligent transportation, intelligent environment, intelligent city and so on. Its Shenlan Panda Intelligent Bus has been put into trial operation in Guangzhou, Tianjin and other domestic cities. The combination of AI and security, medical, retail and other industries has solved some industry pain points, using machine learning algorithm, in-depth learning and NLP to promote the development of the industry. With the gradual advent of 5G commercial era, the efficiency of artificial intelligence technology connection will be further improved. In-depth learning, data mining, automatic programming and other fields will also be realized in more application areas.
本报告研究涉及企业/品牌/案例：Thermo Fisher（美），Illuminate（美），（瑞士），Stem cells（加），R&D（瑞士），华大基因，贝瑞基因，金城检验，美吉生物，恒创基因，基研生物，谱元科技，景杰生物，燃石生物，基迪奥生物，谷和信息，圣庭生物，天昊生物，诺禾致源，百迈克生物，思博奥科，赛莱拉，赛贝、北昊干细胞，达安基因，燃石医学、泛生子基因、世和基因，臻和生物，鹍远基因，23魔方，瀚海基因，百奥赛图，克睿基因，药明明码，裕策生物
With the advancement of gene sequencing technology, gene sequencing began to be used in biological, detection, noninvasive prenatal testing and tumor treatment and other scenarios. The market-oriented application of technology has attracted global capital attention, with iiMedia Research leading all segments of the world in 309 investments in the global healthcare capital markets in 2018, with 309 investments, according to iiMedia Research. China's biotechnology research and development strength thick and thin hair, especially the science and technology board to promote the gene sequencing market further heating up, more and more bio-startup companies in the early stage of the start-up has been high financing. At present, China has basically formed a complete upstream and downstream industrial chain, but in addition to Huada gene, Berry gene and a few other head enterprises, Most of China's gene sequencing enterprises are distributed in the middle and lower reaches of the industrial chain, and began to appear product homogenization and other issues. Ai media consulting analysts believe that the popularity of second-generation sequencing technology and the third generation of sequencing technology will make gene sequencing as a more common technical means to apply to different scenarios, but there are still problems such as inadequate regulatory system, ethical risks. Enterprises should focus on researching core technology patents and gain market advantages through talent pool and differentiated competition, and industries and related departments should improve the industry standard management system as soon as possible to promote the healthy development of the industry.
The application scenarios of AIoT are constantly enriched. In 2019, it was mainly distributed in four application scenarios: smart home, smart city, smart retail and smart manufacturing. At present, smart home is regarded as a new Internet application portal, and the application scenarios are relatively wide, including audio and video entertainment, home security, smart bathroom, smart kitchen, smart sleep and so on. Amazon, Ali, Himalayan, Xiaomi, Midea, Haier and other companies have begun to deploy related applications. Smart transportation has become an important application of smart city service. iiMedia public opinion monitoring system shows that netizens in Guangdong, Chongqing and Beijing are most concerned about smart transportation. iiMedia Consulting analysts believe that with the acceleration of the 5G temporary license issuance and the pace of commercialization, the medium and short-term will take the lead in driving the technological progress and rich scenes of the AioT industry, which will play an important role in driving China's economic output and providing employment opportunities.
As the data of iiMedia Research showed, in 2018, China has raised 131.1 billion yuan in AI industry, with a growth rate of more than 100%. Investors are optimistic about the development prospect of AI industry, and capital will help the industry develop better.With the further development and landing of artificial intelligence technology, deep learning, data mining, automatic programming and other fields will also be realized in more application scenarios, and the development prospects of artificial intelligence technology industrialization are improving.
According to iiMedia Research, the global cloud computing market in 2018 reached US$305.8 billion, up 17.52% year-on-year. Among them, the size of the public cloud market grew to US$139.2 billion, up 25.41% year-on-year. It is estimated that the global public cloud market will reach US$171 billion in 2019. Compared with the global market, China's cloud computing market is still small, and the overall development speed of the industry remains at a relatively high level. As the second echelon enterprise of China's cloud service providers, UCloud enjoys the dividends brought by the rapid growth of the industry. Its business income in 2018 reached 118,743.32 million yuan, an increase of 41.39%, gross profit of 46,878.79 million yuan, an increase of 53.08%. Although UCloud has achieved profitability, the problem of excessive dependence on public cloud business is still prominent. With the increasing competition in the public cloud market, the company has to confront the low-price competition strategy of the head manufacturer, and the uncertainty of profitability has increased. iiMedia Consulting Analysts believe that there is a certain gap between the top manufacturers and the top manufacturers, and there are still many challenges in the development. However, the third-party neutrality and strong customized service capabilities can not be ignored in the field of vertical segmentation.