艾媒咨询 | 2026年全球空气能行业白皮书

iiMedia Research（艾媒咨询）数据显示，2025年全球空气能市场规模达103.3亿美元，中国市场规模达291.8亿元；预计2030年全球市场规模将达166.6亿美元，中国市场规模将达462.4亿元。全球市场增长主要依靠各国双碳政策推动、存量化石锅炉改造需求释放以及海外能效法规的倒逼驱动；国内市场则更多依托低温技术迭代、工商业供热与烘干等新兴场景拓展来实现修复性增长。海内外市场驱动逻辑各有侧重，但空气能赛道的整体成长空间依然广阔。
全球空气能行业已形成金字塔形的分层竞争格局。海外暖通巨头凭借深厚的技术积淀和本土渠道优势占据领先地位；中国企业则依托完整的供应链体系快速崛起，并积极出海参与全球竞争。目前行业整体集中度仍偏低，日系、欧系、美系及中国厂商呈现多强并立的态势。随着并购整合与海外建厂持续推进，细分赛道上的专业品牌也在寻求突围，整体市场竞争格局仍具备较大的重构空间。
全球空气能行业在政策导向与能源价格周期的双重外部驱动下持续扩容。家用与商用两大赛道的技术分化不断加剧，全球化供应链与区域差异化渠道体系正逐步成型；同时，冷媒环保合规要求也在推动产品持续迭代升级。短期内，能源价格波动会扰动市场节奏，但政策层面对替代大趋势的支撑力度不变，行业竞争正从硬件产品竞争逐步转向解决方案与本地化服务能力的综合较量。

艾媒咨询 | 2025年中国特高压产业市场状况及标杆企业经营数据分析报告

特高压输电技术作为当前最先进的电力输送方式之一，已成为中国能源转型与电网升级的核心引擎，带动整个特高压产业链持续处于高景气发展态势。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《2025年中国特高压产业市场状况及标杆企业经营数据分析报告》数据显示，2025年中国国家电网与南方电网合计固定资产投资达8250亿元，创历史新高，工程集中投运带动特高压全产业链需求持续释放。当前特高压产业市值季度均值TOP10企业与市值TOP10企业格局相对稳定，利润前十名企业合计实现386.49亿元，其中头部前三企业利润占比高达66.80%，龙头效应明显，反映出资本市场对特高压行业认可度持续提升，行业整体经营质量良好、发展态势稳健。艾媒咨询分析师认为，在“双碳”目标推进与新型电力系统建设的双重驱动下，特高压行业进入系统化、规模化发展新阶段，行业长期增长确定性强。行业内标杆企业凭借技术壁垒与市场优势，实现经营质量稳步提升，但同时存在企业间发展不均衡的现象，集中度高、技术迭代加速已成为行业发展的鲜明特征。（《艾媒咨询 | 2025年中国特高压产业市场状况及标杆企业经营数据分析报告》完整高清PDF版共66页，可点击文章底部报告下载按钮进行报告下载）

As one of the most advanced power transmission methods

艾媒咨询 | 2025年中国太阳能产业市场状况及标杆企业经营数据分析报告

近年来，中国太阳能产业受益于能源结构转型、双碳目标推进及相关政策扶持，行业整体保持规模扩张态势，但光伏主产业链周期性波动导致企业经营呈现明显分化，产业资源进一步向头部集聚。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《2025年中国太阳能产业市场状况及标杆企业经营数据分析报告》数据显示，截至2025年底，中国太阳能发电装机容量达1200GW，同比增长35.4%，行业规模稳步攀升。资本市场方面，中国太阳能行业活跃度持续提升，头部企业在营收、利润及研发投入等关键指标上显著领先。其中，毛利率、净利率前十企业主要集中于光伏设备、储能等高附加值环节，展现出较强的盈利韧性；相比之下，主产业链中下游环节受价格战与产能过剩冲击，盈利承压明显。动态市盈率为负值的十家企业多集中在该领域，凸显行业正处于深度结构性调整阶段。艾媒咨询分析师认为，尽管面临阶段性产能过剩与原材料价格波动挑战，中国太阳能产业仍具备强劲的长期增长动能。随着分布式光伏、AI数据中心等新兴用电场景的崛起，产业需求空间持续拓宽，具备高研发投入、低负债运营及全球化渠道能力的企业，将持续巩固竞争优势，推动行业迈向高质量发展的主旋律。（《艾媒咨询 | 2025年中国太阳能产业市场状况及标杆企业经营数据分析报告》完整高清PDF版共72页，可点击文章底部报告下载按钮进行报告下载）

Driven by the energy structure transition, the advancement of the carbon peaking and carbon neutrality goals, and supporting policies, China's solar energy industry has maintained an overall expansion trend. However, the cyclical fluctuations in the main photovoltaic industrial chain have led to distinct divergences in corporate operations, with industrial resources further concentrating among leading enterprises. According to the latest report 2025 Report on Market Conditions of China's Solar Energy Industry and Data Analysis of Benchmark Enterprises' Operations released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economic industries, by the end of 2025, China's installed capacity of solar power generation reached 1,200 gigawatts, a year-on-year increase of 35.4%, marking a steady rise in the industry scale. In the capital market, the activity of China's solar energy sector has continued to grow, and leading enterprises hold a significant advantage in key indicators such as revenue, profits and R&D investment. Among them, the top ten enterprises in terms of gross profit margin and net profit margin are mainly concentrated in high value-added segments including photovoltaic equipment and energy storage, demonstrating strong profitability resilience. In contrast, the middle and lower reaches of the main industrial chain are under obvious profit pressure due to price wars and overcapacity. Ten enterprises with negative dynamic price-to-earnings ratios are mostly clustered in this sector, highlighting that the industry is in a deep structural adjustment phase. Analysts at iiMedia Research opine that despite phased challenges of overcapacity and fluctuations in raw material prices, China's solar energy industry still boasts robust long-term growth momentum. With the emergence of emerging power consumption scenarios such as distributed photovoltaics and AI data centers, the industrial demand space continues to expand. Enterprises featuring high R&D investment, low-debt operation and global channel capabilities will continuously consolidate their competitive advantages, leading the industry toward high-quality development.
("iiMedia Research | 2025 Report on Market Conditions of China's Solar Energy Industry and Data Analysis of Benchmark Enterprises' Operations" full version has 72 pages, please click the download button at the bottom of the article to download the report.)

艾媒咨询 | 2025年中国移动储能市场消费行为调查数据

移动储能市场正随着新能源技术的发展和户外活动需求的增长而迅速扩张，其核心特点是便携性、高效能和多功能性，广泛应用于户外旅行、应急供电、家庭备用电源等场景。消费者对清洁能源和可持续生活方式的追求推动了移动储能产品的普及，同时技术进步也带来了更高的能量密度和更长的使用寿命。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年中国移动储能市场消费行为调查数据》数据显示，KOL网红/明星带货直播间以40.23%的占比位居首位，凸显了社交媒体和KOL在消费者购买决策中的强大影响力，进一步印证了内容营销和信任经济在移动储能产品销售中的关键作用。在应用场景方面，市政及园林景观观赏便民服务用电以39.36%的占比成为最受认可的场景，反映了移动储能在提升公共服务和城市景观中的重要作用；与此同时，矿山等偏远地区应急用电同样以39.36%的占比并列第一，突显了移动储能在应急场景下的不可替代性，进一步彰显了其作为可靠能源解决方案的市场价值。艾媒咨询分析师认为，未来，随着电池技术的突破和智能化应用的深化，移动储能市场将朝着更轻便、更智能、更环保的方向发展，成为新能源领域的重要增长点。
The mobile energy storage market is expanding rapidly with the development of new energy technologies and the growth of demand for outdoor activities, and its core characteristics are portability, high efficiency and versatility, which are widely used in outdoor travel, emergency power supply, home backup power supply and other scenarios. Consumers' pursuit of clean energy and sustainable lifestyles has driven the popularity of mobile energy storage products, while technological advances have also led to higher energy density and longer service life. According to the latest "Survey data of consumption behavior of China's mobile energy storage market in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, KOL network celebrities/stars with goods live broadcast room ranked first with 40.23%. It highlights the strong influence of social media and Kols in consumer purchasing decisions, further confirming the key role of content marketing and trust economy in the sales of mobile energy storage products. In terms of application scenarios, the electricity consumption for municipal and garden landscape viewing convenience services became the most recognized scene with 39.36%, reflecting the important role of mobile energy storage in improving public services and urban landscape. At the same time, emergency electricity consumption in remote areas such as mines also ranked first with 39.36%, highlighting the irreplaceability of mobile energy storage in emergency scenarios, and further highlighting its market value as a reliable energy solution. Analysts believe that in the future, with the breakthrough of battery technology and the deepening of intelligent applications, the mobile energy storage market will develop in the direction of lighter, smarter and more environmentally friendly, and become an important growth point in the field of new energy.