全球领先的新经济产业第三方数据挖掘与分析机构
关于“算力概念”的报告
艾媒咨询 | 2025年中国算力概念产业发展状况及重点企业大数据监测报告
2025年中国算力概念产业已进入“头部引领、两极分化”的成熟发展阶段,资源、技术、资金正加速向产业链核心企业集聚,行业集中度将持续提升并趋于稳定。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年中国算力概念产业发展状况及重点企业大数据监测报告》数据显示,2025年中国智能算力规模达1590 EFLOPS,核心产业规模预计突破1.2万亿元,较2024年725.3 EFLOPS的规模实现大幅跃升,行业进入规模化、高质量发展新阶段。在此背景下,算力概念产业经营表现分化加剧,头部效应显著:2025年前三季度,营收排名前三的企业合计贡献TOP10总营收的72.90%,研发投入集中度达64.69%,凸显产业链关键环节的高度集聚特征。艾媒咨询分析师认为,算力概念产业头部企业凭借技术、规模及资金优势,在市值、营收、研发等核心指标上占据主导地位。2025年算力概念产业发展确定性较强,但同时也面临产业内企业表现分化、技术研发投入压力较大等挑战,未来产业竞争将聚焦于核心技术突破与高效服务能力提升,具备技术壁垒与场景优势的企业将实现持续突围,推动中国算力产业逐步跻身全球领先行列。
In 2025, Chinese computing power concept industry has entered a mature development stage characterized by "leading by head enterprises and polarization". Resources, technologies, and capital are accelerating their agglomeration to core enterprises in the industrial chain, and the industry concentration will continue to increase and tend to stabilize. According to the latest report "Report on the Development Status of China's Computing Power Concept Industry and Big Data Monitoring of Key Enterprises in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, China's intelligent computing power scale reached 1590 EFLOPS in 2025, and the core industry scale is expected to exceed 1.2 trillion yuan, achieving a substantial jump compared with the scale of 725.3 EFLOPS in 2024, indicating that the industry has entered a new stage of large-scale and high-quality development.Against this background, the operating performance of the computing power concept industry has become increasingly differentiated, with a prominent head effect: in the first three quarters of 2025, the top three enterprises in terms of revenue contributed 72.90% of the total revenue of the top 10 enterprises, and the concentration of R&D investment reached 64.69%, highlighting the high agglomeration characteristics of key links in the industrial chain. Analysts from iiMedia Research pointed out that, relying on their advantages in technology, scale and capital, the head enterprises in the computing power concept industry occupy a dominant position in core indicators such as market value, revenue and R&D.The computing power concept industry is expected to maintain strong development certainty in 2025, but it also faces challenges such as differentiated performance of enterprises in the industry and great pressure of technological R&D investment. In the future, industrial competition will focus on the breakthrough of core technologies and the improvement of efficient service capabilities. Enterprises with technological barriers and scenario advantages will achieve continuous breakthroughs, promoting China's computing power industry to gradually rank among the world's leading levels.艾媒舆情|2020年中概股遭遇信任危机舆情监测报告
本报告研究涉及企业/品牌/案例:瑞幸咖啡“暴雷”事件;好未来“自爆”事件;跟谁学“夸大数据”事件; 蔚来汽车事件总览 ;
2020年4月2日晚,瑞幸咖啡发布公告承认虚假交易约22亿元人民币,当日瑞幸咖啡股价遭断崖式下跌,一夜蒸发350亿元,直到4月7日晚停牌。早在2个月前,知名做空机构浑水(MuddyWaters Research)针对瑞幸发布做空报告称其存在财务、运营数据作假的行为,当时瑞幸对该报告予以了否认。从一开始的否认造假到自爆虚假交易,瑞幸被做空的事件掀起了中概股做空潮。 近期,做空机构将矛头指向了其他中概股公司,对爱奇艺、好未来、跟谁学等公司发起接连攻击,瑞幸咖啡所产生的“蝴蝶效应”正在持续发酵。
On the evening of April 2, 2020, Ruixing coffee issued a notice admitting that the false transaction was about 2.2 billion yuan. On that day, Ruixing coffee's share price fell precipitously, evaporating 35 billion yuan overnight, until it was suspended on the evening of April 7. As early as two months ago, muddy waters research, a well-known short seller, denied Ruixing's report that it had falsified its financial and operational data when it issued a short report. From the initial denial of false trading to the self explosion of false trading, Ruixing was short event set off a short trend in China's equity market. Recently, short sellers have targeted other Chinese equity companies, launching successive attacks on iqiyi, tal and who to learn from. The "Butterfly Effect" produced by Ruixing coffee is continuously fermenting.艾媒咨询|2021年11-12月中国化妆品行业运行数据监测双月报
本报告涉及的案例/品牌/企业:丽人丽妆、科思股份、逸仙电商
颜值经济背景下,中国化妆品市场得到快速发展。数据显示,2021年11月,中国化妆品零售额再创新高,当期值达到571.0亿元,同比增长8.2%。11-12月期间,4家化妆品公司获得资本注入,融资金额合计超10亿元人民币。但是,贸易逆差持续扩大、化妆品质量参差不齐等问题在11-12月期间依然显著。未来,通过技术研发提高国产品牌全球竞争力,加强产品质量安全监管将成为化妆品企业升级发展的重要选择。
Under the background of face value economy, China's cosmetics market has developed rapidly. According to the data, in November 2021, China's cosmetics retail sales reached a new high, with the current value reaching 57.1 billion yuan, a year-on-year increase of 8.2%. From November to December, four cosmetics companies received capital injection, with a total financing amount of more than 1 billion yuan. However, the trade deficit continued to expand and the quality of cosmetics was uneven, which remained significant from November to December. In the future, improving the global competitiveness of domestic brands through technology research and development and strengthening product quality and safety supervision will become an important choice for the upgrading and development of cosmetics enterprises.艾媒咨询 | 2024-2025年中国情趣用品行业及消费行为调查分析报告
随着物质生活水平的提高和社会两性观念的开放,中国不同年龄段群体对情趣用品的需求进一步释放,情趣用品行业市场将进一步下沉。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《2024-2025年中国情趣用品行业及消费行为调查分析报告》数据显示,中国情趣用品的市场规模一直保持稳定上升的态势,2023年已达1794.3亿元。情趣用品行业在生产环节上已趋于成熟,市场增长率逐渐稳定。艾媒咨询分析师认为,随着性观念的转变和电子商务的迅速发展,情趣用品行业在进入成熟期后也不会迅速衰退,2025年市场规模有望达2081.3亿元。
With the improvement of material living standards and the opening up of social gender concepts, the demand for sex toys in different age groups in China is further released, and the sex toys industry market will further sink. The latest "2024-2025 China Sex Toys Industry and Consumer Behavior Survey and Analysis Report" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, shows that the market size of China's sex toys has maintained a steady rise. In 2023, it will reach 179.43 billion yuan. The sex toy industry has matured in the production process, and the market growth rate has gradually stabilized. Analysts believe that with the change of sexual concepts and the rapid development of e-commerce, the sex toy industry will not decline rapidly after entering maturity, and the market size is expected to reach 208.13 billion yuan in 2025.艾媒咨询 | 2025-2026年中国智算一体机行业研究报告
全球范围内算力需求呈现爆发式增长,传统计算模式在应对海量数据实时处理、多模态交互及复杂决策任务时已显现出局限性。智算一体机作为新一代信息技术的集成载体,通过将算力硬件、智能算法与垂直场景深度耦合,构建起“端-边-云”协同的弹性算力网络,正逐步成为支撑产业升级与数字化转型的核心基础设施。随着人工智能、5G、边缘计算等技术的深度融合,传统算力设备的功能边界不断拓展,从单一的数据处理向“感知-决策-执行”一体化演进,智算一体机以其高度集成化、智能化和场景适配性,正在重塑千行百业的底层技术架构。
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《2025-2026年中国智算一体机行业研究报告》数据显示全球人工智能市场规模和人工智能芯片市场规模均呈现显著的增长趋势。预计到2025年,全球人工智能市场规模将达到36885亿美元。艾媒咨询分析师认为,智算一体机能够在一个紧凑的系统中完成从数据采集、存储、处理到分析的全流程,极大简化了传统IT架构的复杂性,还具备高性能计算能力、灵活性和可扩展性,智算一体机的出现,为AI算力下沉提供了有力支持。
The demand for computing power has witnessed explosive growth worldwide. Traditional computing models have shown limitations when dealing with real-time processing of massive data, multimodal interaction, and complex decision-making tasks. As an integrated carrier of the new generation of information technology, the intelligent computing all-in-one machine, by deeply coupling computing power hardware, intelligent algorithms and vertical scenarios, builds an elastic computing power network of "end-edge-cloud" collaboration, and is gradually becoming the core infrastructure supporting industrial upgrading and digital transformation. With the deep integration of technologies such as artificial intelligence, 5G, and edge computing, the functional boundaries of traditional computing power devices are constantly expanding, evolving from single data processing to an integrated process of "perception - decision-making - execution". The intelligent computing all-in-one machine, with its high degree of integration, intelligence, and scene adaptability, is reshaping the underlying technical architecture of thousands of industries.
The latest "China's intelligent computing machine industry research report from 2025 to 2026" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, shows that both the global artificial intelligence market size and the artificial intelligence chip market size have shown a significant growth trend. It is estimated that by 2025, the global artificial intelligence market size will reach 3,688.5 billion US dollars. Analysts from iiMedia Research believe that the all-in-one intelligent computing machine can complete the entire process from data collection, storage, processing to analysis in a compact system, greatly simplifying the complexity of traditional IT architectures. It also has high-performance computing capabilities, flexibility and scalability. The emergence of the all-in-one intelligent computing machine provides strong support for the downward penetration of AI computing power.
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