艾媒咨询 | 2026年上半年中国具身智能行业投融资市场监测与分析报告

iiMedia Research（艾媒咨询）发布《2026年上半年中国具身智能行业投融资市场监测与分析报告》，该报告为独立第三方产业调研，依托艾媒CMDAS数据系统测算数据，覆盖具身智能行业投融资全链条。2026年上半年中国具身智能主题投融资事件172起，总额1091.74亿人民币，投融资市场向大额集中型交易倾斜，行业已跨越早期技术验证阶段，逐步进入以场景落地和商业化闭环为核心的阶段。报告聚焦于具身智能主题投融资金额、数量及分布状况，并详细分析了头部企业与机构在具身智能领域的资本格局，拆解其背后的布局策略，梳理产业现状、资本市场表现与偏好趋势，配套量化数据并研判中长期趋势，可为产业链企业、投资机构提供客观参考。

艾媒咨询 | 2026年中国医疗健康行业半年投融资情况

中国医疗健康行业投融资呈现出典型的“结构性修复”特征，市场在总量回暖的同时，内部逻辑正经历深刻重塑。推动这轮投融资结构性变化的关键驱动力来自政策与产业两端。政策层面，医保谈判对“真创新”的支持、商业健康险作为新支付方的加速入场，以及“十五五”规划将医药行业列为新兴支柱产业，都为行业注入了明确的长期信心。产业层面，中国创新药通过对外授权和国际化合作，其全球竞争力已得到实质性验证，不仅带来了丰厚现金回流，也打开了更广阔的估值想象空间。
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年中国医疗健康行业半年投融资情况》数据显示，2026年上半年，中国医疗健康行业投融资事件总计436起，金额达683.09亿人民币。相较于前几年，事件数量有所下滑，但单笔融资规模显著提升。艾媒咨询分析师认为，这一变化与人工智能、新能源及生物医药等硬科技赛道集中吸金密切相关，资本向头部项目聚拢推高了平均金额。投融资波动主要受宏观政策导向影响，如国家基金对关键领域加大支持、退出渠道收紧导致早期项目融资难度上升等。市场表现上，行业整合加速，高估值企业更受青睐，预计未来资金将进一步向技术壁垒高的领域集中，推动产业升级与结构优化。
总体而言，中国医疗健康行业优质资产的融资效率明显提升，普通项目的融资难度并未同步下降。未来，行业最重要的竞争力将不再是单一的资金获取能力，而是能够整合科研、临床、制造、注册、支付和国际商业化的综合组织能力。

艾媒咨询 | 2026年6月全球主要行业投融资数据监测月报

作为全球产业创新迭代与资本资源配置的核心风向标，全球投融资市场持续受益于全球经济复苏企稳、硬科技产业加速落地与资本市场流动性边际宽松的全方位赋能，其资本效能已从单一项目投资落地延伸至全球产业链重构、新兴产业孵化与传统产业转型升级的全方位革新。当前，全球投融资版图内硬科技、数字经济、现代服务业等多元赛道竞合发展，头部投资机构对核心优质项目、前沿技术壁垒与高成长性赛道的布局力度持续加大，行业资本竞争日趋激烈，投融资市场格局从分散试探性投资向聚焦核心赛道、重仓优质资产的精细化、专业化投资模式演进。全球多国持续释放鼓励科技创新、支持新兴产业发展、优化跨境投融资环境的积极信号，为各类企业融资扩容、技术创新、产能扩张与全球化布局注入充足资本活力。纵观市场整体脉络，全球投融资市场正走出阶段性调整周期，实现热度与规模的双重回暖，赛道聚焦度、技术含金量与产业协同性将成为资本布局的核心考量支点。
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6月全球主要行业投融资数据监测月报》数据显示，2026年6月全球投融资市场回暖态势显著，整体交易活跃度与资金体量实现大幅提升。月度投融资基本面数据表现亮眼，当月投融资事件数量环比上升16.6%，投资金额环比大幅攀升45.1%，无论是项目落地频次还是资本投入规模均实现稳步扩容，印证全球资本市场风险偏好持续修复，产业投资信心持续回升。从赛道资金分布来看，全球投融资行业集中度特征较为突出，资金高度聚焦于科技与数字经济赛道，其中先进制造、人工智能和企业服务三大赛道稳居投融资热度前三，分别以5854.13亿元、939.61亿元和492.40亿元人民币的单月总投资额领跑全行业，三大核心赛道凭借技术迭代速度快、产业落地场景广、长期成长空间大的优势，持续吸纳市场主流资本资源。艾媒咨询分析师认为，随着产业升级和政策支持，前沿科技和智能硬件行业有望成为新的投资热点，而金融、汽车交通等行业虽投资额相对较低，但依然保持稳定增长。投资趋势正向技术驱动和创新领域倾斜，产业周期和政策环境对此有重要影响。
As a key indicator of global industrial innovation and capital allocation, the international investment and financing market continues to benefit from comprehensive drivers including global economic stabilization, accelerated implementation of hard-tech industries, and marginally improved capital market liquidity. Its capital efficiency has expanded beyond individual project investments to encompass comprehensive reforms in global industrial chain restructuring, emerging industry incubation, and transformation of traditional sectors. Currently, diverse sectors—including hard technology, digital economy, and modern services—are developing through both competition and collaboration within the global investment landscape. Leading institutions are intensifying their focus on core high-quality projects, cutting-edge technological barriers, and high-growth sectors, driving increasingly fierce capital competition. The market structure has evolved from fragmented exploratory investments to a refined, professional approach centered on key sectors and premium assets. Multiple countries worldwide continue to signal support for technological innovation, emerging industry development, and optimized cross-border investment environments, injecting substantial capital vitality into corporate financing, technological advancement, capacity expansion, and global expansion strategies. Overall, the global investment and financing market is emerging from a phase of adjustment, experiencing dual recovery in both momentum and scale, with sector concentration, technological sophistication, and industrial synergy becoming pivotal factors in capital allocation decisions.
According to the latest "Global Major Industries Investment and Financing Data Monitoring Monthly Report" released by iiMedia Research—a globally leading third-party data mining and analysis firm specializing in new economy sectors—the global investment and financing market demonstrated significant recovery momentum in June 2026, with both transaction activity and capital volumes experiencing substantial growth. Key monthly metrics showed remarkable performance: the number of investment deals increased by 16.6% month-over-month, while total investment amounts surged by 45.1%. Both project implementation frequency and capital allocation scale expanded steadily, reflecting sustained improvement in global capital market risk appetite and rising industry confidence. In terms of sector distribution, global investment flows exhibited pronounced concentration, particularly in technology and digital economy sectors. Advanced manufacturing, artificial intelligence, and enterprise services remained the top three investment hotspots, leading the industry with monthly investments of RMB 585.413 billion, RMB 93.961 billion, and RMB 49.240 billion respectively. These core sectors continue attracting mainstream capital due to their rapid technological innovation, broad industrial applications, and significant long-term growth potential. iiMedia analysts note that with industrial upgrading and policy support, cutting-edge technologies and smart hardware are poised to become new investment focal points, while finance and automotive/transportation sectors—though with relatively lower investment volumes—maintain steady growth. Investment trends are increasingly shifting toward technology-driven and innovative fields, significantly influenced by industrial cycles and policy environments.

艾媒咨询 | 2026年3月全球主要行业投融资数据监测月报

2026年3月全球投融资市场呈现“事件数回升、金额回落”的态势，整体处于春节后调整阶段，仍保持一定活跃度。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《2026年3月全球主要行业投融资数据监测月报》显示，2026年3月全球投融资事件数量达807起，环比上升38.18%；投资金额为3104.12亿人民币，环比下降76.92%。艾媒咨询分析师认为，2026年3月全球投融资市场数据波动可能与以下因素有关：一是春节假期结束后，市场主体复工复产推进，投融资活动逐步回归常态，带动事件数量稳步回升；二是全球经济处于阶段性调整期，资本更注重投资质量与回报确定性，资金向优质标的集中，进而使得整体投资金额出现回落；三是市场自身存在周期性波动，2月集中释放大额投资后，市场进入自然回调周期，赛道分化进一步加剧了资金的结构性分布差异。
In March 2026, the global investment and financing market exhibited a trend of "increased number of events but declining amounts," remaining in an adjustment phase post-Spring Festival while maintaining a certain level of activity. According to the latest monthly report titled "Global Major Industry Investment and Financing Data Monitoring Monthly Report for March 2026" released by iiMedia Research (a leading third-party data mining and analysis agency for new economy industries), there were 807 global investment and financing events in March 2026, marking a 38.18% month-on-month increase, while the investment amount totaled 310.412 billion RMB, down 76.92% month-on-month. Analysts from iiMedia Research noted that the fluctuations in March 2026's global investment and financing market data may be attributed to the following factors: First, after the Spring Festival holiday, businesses resumed operations and production, gradually returning investment and financing activities to normal, which drove a steady rebound in the number of events. Second, the global economy was in a phase of adjustment, with capital placing greater emphasis on investment quality and return certainty, leading to concentrated flows toward high-quality targets and consequently a decline in overall investment amounts. Third, the market itself experienced cyclical fluctuations—after a surge of large-scale investments in February, the market entered a natural adjustment cycle, further exacerbating structural distribution disparities in capital allocation across sectors.

艾媒咨询 | 2025年12月全球主要行业投融资数据监测月报

2025年12月投融资规模整体呈现回落，但投资金额仍高于年初水平，反映出市场整体仍保持一定的活跃度。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12月全球主要行业投融资数据监测月报》显示，2025年12月投融资事件数量为879起，环比下降2.5%；投资金额为3239.30亿人民币，环比下降4.2%。艾媒咨询分析师认为，本月数据波动可能与以下因素有关：一是行业周期性变化，年底企业资金回笼需求上升，导致投资活跃度降低；二是监管政策近期趋于严格，部分领域投资积极性受到抑制；三是全球经济不确定性加大，投资者态度转向谨慎。

艾媒咨询 | 2025年第四季度全球主要行业投融资数据监测季报

2025年第四季度全球主要行业投融资市场活跃度略有提升但投资热度降温，资金投向呈分散化趋势。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年第四季度全球主要行业投融资数据监测季报》显示，本季度投资金额为8975.15亿人民币，投资事件数量为2600起。
艾媒咨询分析师认为，投资事件数量增长可能反映市场活跃度有所提升，而投资金额大幅下降或与行业周期调整、政策收紧及市场环境变化有关，例如经济下行压力增大导致投资者趋于谨慎。本季度的特点是，在投资事件增加的背景下，单笔投资规模出现收缩，这可能意味着市场正在重新评估风险。与历史趋势相比，本季度投资金额明显低于上一季度，反映出市场投资热度有所降温，资金投向呈现分散化态势。
In the fourth quarter of 2025, the investment and financing market activity in major global industries slightly increased, but the investment enthusiasm cooled down, and the direction of funds showed a trend of diversification. According to the latest "2025 Fourth Quarter Global Major Industry Investment and Financing Data Monitoring Quarterly Report" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis institution for the new economy industry, the investment amount in this quarter was 897.515 billion RMB, and the number of investment events was 2,600.
Analysts from iiMedia Research believe that the increase in the number of investment events may reflect an improvement in market activity, while the significant decline in investment amount could be related to industry cycle adjustments, tightened policies, and changes in the market environment, such as the increased economic downturn pressure causing investors to become more cautious. The characteristic of this quarter is that, against the backdrop of an increase in investment events, the scale of individual investments has shrunk, which may indicate that the market is reassessing risks. Compared with historical trends, the investment amount in this quarter was significantly lower than that of the previous quarter, reflecting a cooling of investment enthusiasm and a trend of diversified fund allocation.

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年11月全球主要行业投融资数据监测月报

2025年11月，全球投融资活跃度和金额均处于较高水平，显示出市场对投融资的持续热情和信心。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11月全球主要行业投融资数据监测月报》显示，2025年11月全球投融资金额为3381.87亿人民币，环比上升43.7%；投融资事件数量为902起，环比上升10.1%。艾媒咨询分析师认为，该月数据波动可能受多重因素影响。一是行业周期因素，如年末企业融资需求增强；二是政策推动，尤其是国家对科技创新的扶持政策进一步激发投资动力；三是市场环境改善，全球经济复苏带动整体投资活跃度上升。
In November 2025, both the global investment and financing activity and the amount were at a relatively high level, demonstrating the market's continuous enthusiasm and confidence in investment and financing. According to the latest "Global Major Industry Investment and Financing Data Monitoring Monthly Report" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis institution for the new economy industry, the global investment and financing amount in November 2025 was 338.187 billion RMB, a 43.7% increase compared to the previous month; the number of investment and financing events was 902, a 10.1% increase compared to the previous month. Analysts from iiMedia Research believe that the fluctuations in the data for this month may be influenced by multiple factors. Firstly, industry cycle factors, such as the increased financing needs of enterprises at the end of the year; secondly, policy promotion, especially the national support policies for technological innovation further stimulating investment momentum; thirdly, the improvement of the market environment, with the global economic recovery driving the overall investment activity to rise.

艾媒咨询 | 2025年10月全球主要行业投融资数据监测月报

2025年10月，全球主要行业投融资市场呈现明显降温态势，投融资金额与事件数量均大幅回落。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10月全球主要行业投融资数据监测月报》显示，2025年10月全球投融资金额环比下降79.8%，投融资事件数量环比下降13.7%。艾媒咨询分析师认为，此次大幅回落与6-7月的高位形成鲜明对比，反映出当前市场波动加剧、投资热度趋于不稳定。波动背后既受季节性调整、政策监管趋紧等周期性因素影响，也与全球经济不确定性上升导致投资者策略转向审慎密切相关，显示出市场正处于阶段性调整周期。
In October 2025, the global major industry investment and financing markets showed a significant cooling trend, with both investment and financing amounts and event numbers dropping sharply. According to the latest "Global Major Industry Investment and Financing Data Monitoring Monthly Report" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis institution for the new economy industry, the global investment and financing amount in October 2025 decreased by 79.8% month-on-month, and the number of investment and financing events decreased by 13.7% month-on-month. Analysts from iiMedia Research believe that this sharp decline contrasts sharply with the high levels in June and July, reflecting the current market volatility and the instability of investment enthusiasm. The fluctuations are not only influenced by cyclical factors such as seasonal adjustments and tightened policy regulations, but are also closely related to the shift in investor strategies towards prudence due to the rising global economic uncertainty, indicating that the market is in a phase of adjustment.

艾媒咨询 | 2025年第三季度全球主要行业投融资数据监测季报

2025年第三季度全球主要行业投融资事件数量和金额均呈上升趋势，市场整体表现活跃。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年第三季度全球主要行业投融资数据监测季报》显示，2025年第三季度的投融资金额为18044.82亿人民币，投融资事件数量为2505起。艾媒咨询分析师认为，该季度数据变化受多重因素影响。一方面，科技、医疗等行业在特定周期内需求集中释放，政策支持进一步引导资金流向重点领域；另一方面，市场环境整体改善，投资者信心增强，资金流动性显著提升。本季度的特殊性在于投融资金额的大幅上升，可能与大型投资项目或并购活动有关。与历史趋势对比，本季度的投融资事件数量和金额均呈上升趋势，显示出市场活跃度增加，整体投资热情高涨。
In the third quarter of 2025, the number and amount of investment and financing events in major global industries both showed an upward trend, indicating an overall active market. According to the latest "2025 Third Quarter Global Major Industry Investment and Financing Data Monitoring Quarterly Report" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis institution for the new economy industry, the investment and financing amount in the third quarter of 2025 was 1,804.482 billion RMB, and the number of investment and financing events was 2,505. Analysts from iiMedia Research believe that the changes in the data of this quarter were influenced by multiple factors. On the one hand, industries such as technology and healthcare experienced a concentrated release of demand within a specific period, and policy support further guided capital towards key areas. On the other hand, the overall market environment improved, investor confidence increased, and capital liquidity significantly enhanced. The particularity of this quarter lies in the substantial increase in investment and financing amounts, which may be related to large-scale investment projects or merger and acquisition activities. Compared with historical trends, both the number and amount of investment and financing events in this quarter showed an upward trend, demonstrating an increase in market activity and a high overall investment enthusiasm.