全球领先的新经济产业第三方数据挖掘与分析机构
关于“净利润”的报告
艾媒咨询 | 2025年中国军工产业发展状况及重点企业大数据监测报告
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年中国军工概念板块上市公司经营数据分析报告》显示,2025年前三季度,军工概念板块营收前十企业合计实现营收3920.2亿元,归母净利润达174.85亿元,前三家合计贡献近六成。艾媒咨询分析师认为,这一高度集中的营收分布,反映出头部企业在行业中的领先地位及其所处的成熟发展阶段,也印证了当前军工行业竞争格局整体趋于稳定。与此同时,军工行业盈利模式以订单驱动为主,盈利能力受政策和市场需求影响较大。近年来,在国防预算连续多年保持7%以上增长、军贸出口加速、“十五五”规划衔接以及建军百年目标临近等多重驱动下,军工概念板块资产结构持续优化,整体研发投入强度也维持在较高水平,已稳步迈入“需求明确、产能兑现”的良性发展通道,进一步夯实了其作为国家安全战略支柱和高端制造核心载体的产业地位。
To systematically grasp the high-quality development momentum of China's national defense and military industry in the concluding year of the 14th Five-Year Plan, iiMedia Research, a world-leading third-party institution for data mining and analysis of the new economy industry, has recently released the China Military-Concept Listed Companies Operational Data Analysis Report in 2025. The report shows that in the first three quarters of 2025, the top 10 enterprises in the military industry concept sector in terms of revenue achieved a combined operating revenue of 392.02 billion yuan and a net profit attributable to parent companies of 17.485 billion yuan, with the top three contributing nearly 60% of the total. Analysts at iiMedia Research pointed out that this highly concentrated revenue distribution not only reflects the leading position of head enterprises in the industry and their mature stage of development, but also confirms that the overall competitive pattern of the current military industry is tending to be stable. Meanwhile, the profit model of the military industry is mainly order-driven, and its profitability is greatly affected by policies and market demand. In recent years, driven by multiple factors including the continuous growth of national defense budget by more than 7% for many years, the accelerated export of military trade, the connection of the 15th Five-Year Plan, and the approaching centenary goal of the founding of the people's army, the asset structure of the military industry concept sector has been continuously optimized, and the overall R&D investment intensity has also remained at a high level. The industry has steadily stepped into a sound development track featuring "clear demand and capacity fulfillment", which has further consolidated its industrial status as a strategic pillar of national security and a core carrier of high-end manufacturing.艾媒咨询 | 2025年中国商业航天产业发展状况及重点企业大数据监测报告
2025年中国商业航天处于技术攻坚与产能释放并行的关键转型期,产业整体实现质效双升、头部集聚态势加剧,正从量的积累向质的飞跃稳步迈进。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年中国商业航天产业发展状况及重点企业大数据监测报告》数据显示,2025年中国商业航天产业实现质效双升,全年完成商业发射50次,占全国宇航发射总数的54%,入轨商业卫星311颗,占全年入轨卫星总数84%,标志着商业航天已成为中国航天事业的中坚力量。2025年前三季度营收规模前十家企业合计实现591.57亿元,前三名归母净利润占比近六成,头部企业凭借技术与资源优势抢占核心赛道。艾媒咨询分析师认为,2025年中国商业航天进入技术攻坚与产能释放的关键周期,技术突破聚焦降本增效,产业链协同效应凸显,市场格局持续优化。但是,产业仍面临核心零部件进口依赖、商业化盈利模式不成熟等痛点,制约长期发展。总体而言,中国商业航天正从量的积累向质的飞跃转型,技术、政策、资本的持续赋能将推动产业破解发展瓶颈,实现跨越式发展。
In 2025, China’s commercial aerospace industry is in a critical transition period with concurrent technological breakthroughs and production capacity release. The industry as a whole has achieved improvements in both quality and efficiency, with intensified concentration of leading enterprises, steadily advancing from quantitative accumulation to qualitative leap. According to the 2025 China Commercial Aerospace Industry Development Status and Key Enterprise Big Data Monitoring Report recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s commercial aerospace industry achieved both quality and efficiency improvements in 2025. A total of 50 commercial launches were completed throughout the year, accounting for 54% of the country’s total aerospace launches, and 311 commercial satellites were put into orbit, accounting for 84% of the total number of satellites put into orbit in the year, marking that commercial aerospace has become the backbone of China’s aerospace industry. In the first three quarters of 2025, the top 10 enterprises by revenue achieved a total revenue of 59.157 billion yuan, and the net profit attributable to parent companies of the top three enterprises accounted for nearly 60% of the total. Leading enterprises seized core tracks by virtue of their technological and resource advantages. Based on this, analysts at iiMedia Research pointed out that in 2025, China’s commercial aerospace industry entered a critical cycle of technological breakthroughs and production capacity release, with technological breakthroughs focusing on cost reduction and efficiency improvement, prominent synergistic effects of the industrial chain, and continuous optimization of the market pattern. However, the industry still faces pain points such as reliance on imports of core components and immature commercial profit models, which restrict its long-term development. In general, China’s commercial aerospace industry is transitioning from quantitative accumulation to qualitative leap, and the continuous empowerment of technology, policies, and capital will promote the industry to break through development bottlenecks and achieve leapfrog development.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.
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