艾媒报告 |2019Q1中国移动支付市场研究报告

本报告涉及企业/品牌包括：微信支付，支付宝，花呗，蚂蚁财富，芝麻信用，网商网，腾讯理财通，小微企业贷，微粒贷借钱，微众银行，网商银行，RiverPay，PayPal，亚马逊，Facebook,google ,阿联酋清算有限公司

得益于支付宝、微信支付等产品的发展成熟，中国移动支付发展成熟度在全球具有领先优势。移动支付已成为中国网民支付的主要方式。iiMedia Research（艾媒咨询）数据显示，2018年中国移动支付用户规模达到6.59亿人，每月移动支付金额占总支出比例超过75%的用户达到43.6%，“无现金时代”有望实现。目前支付宝、微信支付双寡头主导中国第三方移动支付市场，二者交易规模市场总占比超过九成。其中线下生活场景微信支付占优势，线下小额扫码支付偏好使用微信支付的用户达54.9%；线上电商场景则由支付宝占优势，线上大额扫码支付偏好使用支付宝的用户达到64.9%。发达城市与下沉城市移动支付用户需求存差异，三四线城市用户线上线下都更爱用微信支付，占比分别为58.6%和72.5%；而一二线城市用户线上支付偏好用支付宝的比例则高达72.0%。未来移动支付企业对于市场的争夺将更加聚焦于场景的争夺上，在下沉市场的竞争也是未来的关注重点。

With the maturity of products such as Alipay and WeChat payment, China Mobile payment market development maturity has a leading position in the world. Mobile payment has become the main method of payment by Chinese netizens. As the data of iiMedia Research showed, the number of mobile payment users in China reached 659 million in 2018, and the monthly mobile payment accounted for 43.6% of the total expenditure. The “no cash era” is expected to be realized. At present, Alipay and WeChat payment duopoly dominate China's third-party mobile payment market, and their market transaction size exceeds 90% of total maket. Among them, WeChat payment is dominant in the offline life scene, it is 54.9% of users who prefer to use WeChat payment in the offline small scan code payment; the online e-commerce scene is dominated by Alipay, it is 64.9% of users who prefer to use Alipay in the online large amount of scan code payment. The demand for mobile payment users in developed cities and sinking cities is different. Users in third- and fourth-tier cities prefer to use WeChat payment online and offline, accounting for 58.6% and 72.5% respectively; while online payment preferences for users in first- and second-tier cities use Alipay. The ratio is as high as 72.0%. In the future, the competition for mobile payment companies will focus more on the competition for the scene. The competition in the sinking market is also the focus of the future.

黑芝麻：2021年第三季度报告

九 芝 堂：2021年第三季度报告

康芝药业：2021年第三季度报告

艾媒报告|2019全球及中国婴幼儿托育产业现状与发展趋势报告

本月报涉及企业/品牌/案例包括：纽诺教育、KinderCare、多乐小熊、馨心教育、袋鼠麻麻、圣顿教育、Urjoy school、朋恩日托、Bright Horizons Family Solutions、Learning Care Group、Goddard Systems、Primrose Schools、Childcare Network、Nobel Learning Communities、The Learning Experience、Kiddie Academy、Kids 'R' Learning Academies、孩盟国际、MoreCare茂楷、嗨妈宝贝Harborbabe

婴幼儿托育市场正在兴起，美、英、法、日等国婴幼儿托育行业发展较为成熟，均出台了一系列政策法规引导其发展，2018年英国接受托育服务的儿童超3.2万，日本将于2019年10月无偿提供公立托育服务。中国市场方面，从2016年开始，政府在相关政策法规中多次提及发展托育。特别是2019年5月10日国务院发布托育行业指导意见，使得托育成为投资热点。目前，中国婴幼儿托育行业发展存在运营体系不成熟、缺乏规范监管、专业师资少等问题。尽管中国经济发达地区如北京、上海、广东等较为重视婴幼儿托育，但中国婴幼儿入托率仅4.3%，与OECD国家33.2%的平均入托率仍有较大差距，中国托育行业仍需规范，未来有较大发展潜力。

Infant care market is on the rise. The development of infant care industry in some contries such as the United States, Britain, France and Japan is relatively mature. A series of policies and regulations have been introduced to guide its development. In 2018, the number of children receiving nursery services in the UK exceeded 32,000. Japan is going to provide public care services free of charge in October 2019. In the Chinese market, starting from 2016, the government has repeatedly mentioned the development of childcare in relevant policies and regulations. In particular, on May 10, 2019, the State Council issued guidance on the infant care industry, making it a hot spot for investment. At present, the development of China's infant and child care industry has problems such as immature operating system, lack of standardized supervision, and lack of professional teachers. Although China's economically developed regions such as Beijing, Shanghai, and Guangdong Province pay more attention to infant care, the infant enrollment rate in China is only 4.3%, which is still far from the average enrollment rate of 33.2% in OECD countries. Infant care industry still need standardization, and there is great potential for development in the future.

艾媒咨询｜2023-2024年粤港澳大湾区餐饮消费洞察报告

粤港澳大湾区具备丰富的美食文化，在全国美食里占据重要地位。在人工智能、大数据等技术不断进步的情况下，湾区餐饮行业获得技术红利，各大餐饮企业通过供应链数字化、SaaS、会员管理、数字化营销、服务机器人等方面加快数字化转型。调研数据显示，近五成大湾区消费者表示注重健康饮食，超九成消费者习惯于查看餐饮软件和餐饮平台的测评及客户评价，餐厅人气度逐渐成为消费者就餐决策的重要依据之一。
艾媒咨询分析师认为，餐饮行业市场竞争较为激烈，餐饮企业拥有独特的品牌定位和特色更容易在市场中脱颖而出。
The Guangdong Hong Kong Macao Greater Bay Area has a rich culinary culture and occupies an important position in national cuisine. With the continuous advancement of technologies such as artificial intelligence and big data, the catering industry in the Bay Area has gained technological dividends. Major catering enterprises are accelerating their digital transformation through supply chain digitization, SaaS, member management, digital marketing, service robots, and other aspects. Research data shows that nearly 50% of consumers in the Greater Bay Area emphasize healthy eating, while over 90% of consumers are accustomed to viewing evaluations and customer reviews from catering software and platforms. Restaurant popularity has gradually become an important basis for consumer dining decisions.
iiMedia Research analysts believe that the competition in the catering industry market is relatively fierce, and catering enterprises with unique brand positioning and characteristics are more likely to stand out in the market.

中国工业技术软件化联盟-工业互联网APP发展白皮书

中国工业技术软件化联盟-工业互联网APP发展白皮书

艾媒咨询|2021年中国商业查询行业研究报告

本报告研究涉及企业/品牌/案例：天眼查，企查查，启信宝

政府对数据公开和社会诚信体系建设的深入，推动着中国商业查询市场扩大。且随着商业查询行业盈利模式逐渐明晰，其规模稳定增长。2020年中国商业查询用户规模达到4.79亿人，2022年有望增至5.89亿人。商业查询行业经过多年发展，竞争形势逐渐明朗，天眼查等老牌商业查询平台市场竞争优势明显。目前中国商业查询平台已走向差异化竞争阶段，头部平台对于行业的深耕经验以及技术的不断开发能更好地体现数据的深层价值，为他们构筑起平台护城河。
The government's deepening of data disclosure and the establishment of a social credit system has promoted the expansion of China's business inquiry market. And as the profit model of the business query industry gradually becomes clear, its scale has grown steadily. In 2020, the number of business query users in China will reach 479 million, and it is expected to increase to 589 million in 2022. After years of development in the business query industry, the competitive situation has gradually become clearer, and established commercial query platforms such as Tianyancha have obvious competitive advantages in the market. At present, China's commercial query platform has moved towards a stage of differentiated competition. The deep industry experience and continuous development of technology of the head platform can better reflect the deep value of data and build a platform moat for them.

艾媒咨询：2018年中国在线理财客户端数据监测分析报告

过去几年，中国在线投资理财市场稳步扩大，各行业巨头相继入局。同时，在线投资理财产品所服务的领域逐渐拓宽，各客户端呈现出从简单功能向复合功能转型的趋势，打造平台型产品。艾媒咨询分析师认为，在个人可投资资产总体规模持续增长的背景下，投资理财APP的市场渗透率有望进一步提高。

艾媒研报 |丽人丽妆：化妆品电商蓬勃发展，线上代运营进入量质转化阶段

本报告研究涉及企业/品牌/案例：丽人丽妆、卡尼尔、小护士、希思黎、奥伦纳素、雪花秀、兰芝、施华蔻、相宜本草、兰芝、雪花秀、雅漾、芙丽芳丝、巴黎欧莱雅、雪肌精、Crescent Lily、上海丽仁、Milestone、Asia-Pacific、阿里巴巴、Crescent Group、麦顿投资、汉理资本、唯品会、聚美优品、欧莱雅集团、爱茉莉太平洋贸易有限公司、汉高集团、佳丽宝化妆品（中国）有限公司、上药康德乐（上海）医药有限公司、上海相宜云商电子商务有限公司、杭州悠可、网创科技、宝尊电商、若羽臣

　　随着社会、经济、文化的快速变迁，中国居民的价值观和消费习惯逐渐发生变化，人们对形象的要求和认知逐步提高。化妆品不再是年轻女性的专属，越来越多的男性开始注重自身形象管理，他们对化妆品的关注程度不断上升，年轻男性尤为活跃，消费潜力十足。在消费人群不断拓展、消费能力逐渐提升、以及销售渠道多元化等多重因素作用下，中国化妆品行业景气度持续上涨，化妆品市场规模稳步扩张。2018年，中国限额以上企业化妆品销售额达到2619.0亿元，同比增长4.2%，化妆品消费额占社会消费品零售总额的比例上升至1.6%。丽人丽妆是较早成立的阿里系化妆品电商零售服务商，受益于阿里系电商平台的流量红利，发展较为快速。但随着传统电商平台用户数量趋于饱和以及新兴电商平台的分流作用，线上获客成本不断攀升，公司的运营成本压力骤增。此外，电商环境以及消费者偏好的变化也影响着化妆品品牌的销售渠道策略，在面对这些不确定性因素时，公司目前单一运营渠道的隐患也逐渐暴露，增长趋缓。

　　With the rapid changes of society, economy and culture, the values and consumption habits of Chinese residents have gradually changed, and people's image requirements and perceptions have gradually improved. Cosmetics are no longer exclusive to young women. More and more men begin to pay attention to their image management. They pay more attention to cosmetics. Young men are especially active and have full consumption potential. With the continuous expansion of the consumer population, the gradual improvement of consumption capacity and the diversification of sales channels, the prosperity of China's cosmetics industry continues to rise, and the scale of the cosmetics market has steadily expanded. In 2018, the cosmetics sales of Enterprises above the quota reached 261.9 billion yuan, an increase of 4.2% over the same period last year, and the proportion of cosmetics consumption in the total retail sales of consumer goods rose to 1.6%. Lily&Beauty is an early established Ali cosmetics e-commerce retail service provider, benefiting from the flow dividend of Ali e-commerce platform, which develops rapidly. However, as the number of users of traditional e-commerce platforms tends to be saturated and the diversion role of emerging e-commerce platforms, the cost of online customer acquisition keeps rising, and the pressure of operating costs of the company increases sharply. In addition, changes in e-commerce environment and consumer preferences also affect the marketing channel strategy of cosmetics brands. In the face of these uncertainties, the company's current single channel of operation has gradually exposed the hidden dangers, slowing down the growth.