全球领先的新经济产业第三方数据挖掘与分析机构
关于“上市”的报告
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艾媒舆情|云集微店赴美上市热点事件舆情监测分析报告
2019年3月21日,云集微店正式向美国SEC提交了上市招股书,代码为YJ,主承销商为摩根士丹利、瑞士信贷、摩根大通、中金。由于云集微店是继去年拼多多和“万色城”港交所提交上市招股书之后，第三家拟IPO的社交电商，因此云集微店的上市引发了社会的热议和关注。
On March 21, 2019, Yunji Microstore formally submitted its listing prospectus to the SEC of the United States, coded YJ, and the main underwriters are Morgan Stanley, Credit Suisse, JPMorgan Chase and CICC. Since Yunji Microstore is the third social e-commerce to be IPO after last year's listing prospectus submitted by Pingduo and Wanse City Port Exchange, the listing of Yunji Microstore has aroused heated discussion and concern in society. -
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艾媒咨询 | 2025年中国GEO产业发展状况及重点企业大数据监测报告
近年来，生成式引擎优化（GEO）作为AI时代数字营销核心基础设施的战略定位日益明确，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GEO概念板块上市公司经营数据分析报告》显示，2025年中国AI大模型市场规模达495.39亿元，同比大幅增长68.40%，实现跨越式发展，而在AI大模型产业高速发展的带动下，GEO概念板块的行业格局也呈现出鲜明特征，2025年前三季度该板块营收前三的企业合计占据行业营收64.70%，行业营收集中度处于较高水平。艾媒咨询分析师据此指出，当前GEO市场格局已趋于稳固，头部企业的竞争优势正持续扩大。从板块内企业的发展特征来看，相关企业普遍布局广告、数字营销、内容制作等多个领域，既展现出较强的业务多元性，也形成了健康的营收结构；同时，企业营收规模与其发展阶段高度关联，头部企业多处于发展成熟期，具备显著的市场竞争力，这也进一步夯实了GEO作为AI时代数字营销核心基础设施的行业定位。
To clarify the strategic positioning of the Generative Engine Optimization (GEO) as the core infrastructure of digital marketing in the AI era, the latest report titled "Analysis Report on the Operating Data of Chinese GEO Concept-Related Listed Companies in 2025" released by iiMedia Research (a leading third-party data mining and analysis institution in the new economy industry) shows that the market size of AI large models in China will reach 49.539 billion yuan in 2025, with a significant year-on-year growth of 68.40%, achieving a leapfrog development. Driven by the rapid development of the AI large model industry, the industry landscape of the GEO concept sector also presents distinct characteristics. In the first three quarters of 2025, the combined revenue of the top three enterprises in this sector accounted for 64.70% of the industry revenue, and the industry revenue concentration was at a relatively high level. Analysts from iiMedia Research pointed out that the current GEO market landscape has become stable, and the competitive advantages of leading enterprises are continuously expanding. From the development characteristics of enterprises within this sector, related enterprises generally focus on advertising, digital marketing, content production, and other fields, which not only demonstrate strong business diversity but also form a healthy revenue structure. At the same time, the revenue scale of enterprises is highly correlated with their development stage. Headline enterprises are mostly in the mature development stage and possess significant market competitiveness, which further solidifies the industry positioning of GEO as the core infrastructure of digital marketing in the AI era. -
艾媒研报|拉卡拉(300773.SZ)：一波三折终上市，收单还能撑多久
本报告研究涉及企业/品牌包括：拉卡拉、联想控股、微信、支付宝、VISA、西藏旅游、考拉金服、财付通、银联商务、通联支付、汇付天下、国付宝、智付、杉德支付、联动优势、银盛支付、卡友支付、付临门支付、随行付、易生支付、北京爱农驿站、易宝支付
C端支付行业饱和，B端支付增速放缓。C端支付市场，支付宝、财付通双寡头格局形成。艾媒北极星系统显示2019年2月支付宝月活跃用户数高达55,651.99万，稳居第一地位，排名第二的翼支付仅有支付宝的1/7，排名第八的拉卡拉支付仅为支付宝1/813倍。B端支付市场方面，2018年联网POS机和银行卡联网商户数达2,733万台和3,451万户，同比增长9.49%和5.42%，增速有所下滑。同时，第三方支付行业政策趋严，2018年，央行对第三方支付违规处罚力度空前。第三方支付机构至少收到2.03亿元处罚。但随着行业逐步规范化，中小支付机构运作成本增大，行业资源将向更加规范的头部企业聚集，与其他体量较小的支付机构拉开差距。
C-end payment industry saturated, B-end payment growth slowed down. Alipay and Cai Fu Tong formed a duopoly pattern in the C payment market. Polaris System of iiMedia shows that the number of active users of Alipay in February 2019 has reached 556.52 million, ranking the first place. Second is Wing Payment accounting for only 1/7 of Alipay's, while the eighth ranked Lakala only 1/813 times of Alipay's. As for the B-end payment market, the number of online POS machines and bank cards reached 27.33 million and 34.51 million in 2018, an increase of 9.49% and 5.42% over the same period of last year, and the growth rate declined slightly. At the same time, the third-party payment industry policy has become stricter. In 2018, the central bank imposed unprecedented penalties on third-party payment violations. Third-party payment agencies received at least 203 million yuan in penalties. However, with the gradual standardization of the industry, the operating costs of small and medium-sized Payment institutions increase, and industry resources will gather to more standardized head enterprises, which will open the gap with other smaller payment institutions. -
艾媒咨询|2021年7-8月中国母婴行业运行双月报
本报告研究涉及企业/品牌/案例：飞鹤，伊利，澳优，贝因美，袋鼠妈妈，红色小象
2021年7-8月母婴行业运行状况良好，在三孩政策以及电商经济等多方面的红利下，下半年母婴行业相关产品及服务需求有望得到提升。从政策上看，国务院及各地方政府颁布了促进生育的相关政策，从育儿假、税收抵免、育儿补贴金等方面着手，保障新生儿家庭的衣食住行等各个方面，以促进中国居民生育状况改善，中国政府长期促进生育率提升的政策将成为大方向。数据显示，近一年来母婴快消品线上市场的增速为13.9%，而线下市场增速仅为4.4%，而在2021年抖音818电商购物节中，母婴商品是直播带货的三大受欢迎商品之一，母婴消费品线上渠道的优势明显。艾媒咨询分析师认为，双十一电商购物节即将到来，母婴行业的商家可着手加强线上渠道销售，加入双十一预售大营，提高商品的销售状况。
From July to August of 2021, the maternal and infant industry will perform well. With the benefits of the three-child policy and the e-commerce economy, the demand for related products and services in the maternal and infant industry is expected to increase in the second half of the year. From a policy point of view, the State Council and various local governments have promulgated relevant policies to promote childbirth, starting from parental leave, tax credits, childcare subsidies, etc., to protect the food, clothing, housing and transportation of newborn families to promote the improvement of the fertility status of Chinese residents. , The Chinese government's long-term policy of promoting the increase in fertility rate will become the general direction. The data shows that in the past year, the growth rate of the online market of maternal and child fast-moving consumer goods is 13.9%, while the growth rate of the offline market is only 4.4%. In the Douyin 818 e-commerce shopping festival in 2021, maternal and child products are live broadcast. One of the three most popular commodities with goods, the online channel of maternal and child consumer goods has obvious advantages. IiMedia Consulting analysts believe that the Double Eleven e-commerce shopping festival is coming soon, and merchants in the maternal and infant industry can start to strengthen online channel sales, join the Double Eleven pre-sale camp, and improve the sales of goods. -
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