全球领先的新经济产业第三方数据挖掘与分析机构
关于“宁德时代”的报告
艾媒报告 |2019全球及中国汽车动力电池行业研究与商业投资决策分析报告
本报告涉及企业/品牌包括:宁德时代、松下、比亚迪、LG化学、AESC、三星SDI、国轩高科、力神、孚能、比克、沃特玛、特斯拉、北汽新能源、宝马、日产、上汽荣威、奇瑞、现代、雷诺、大众、华泰、雪佛兰、江淮、吉利、江铃、丰田、三菱、东风、起亚、沃尔沃、猛狮科技、中航锂电、雄韬电源、格林美、邦普集团、豪鹏科技、超威集团、西恩科技、华友钴业、寒锐钴业、桑德集团、光华科技、芳源环保
受益于新能源汽车产业的发展,全球动力电池行业发展迅猛。iiMedia Research(艾媒咨询)数据显示,2018年全球动力电池装机量达到92.5GWh,同比增长45.8%。全球排名前十的动力电池企业市场占有率达到88.7%,宁德时代、松下、比亚迪连续两年抢占市场前三位。同时,中国动力电池行业进入快速发展阶段,2018年中国动力电池市场规模突破820亿元,中国动力电池市场集中度高,前十名企业的装机量达到整体的83.2%,宁德时代、比亚迪持续稳固行业龙头地位。作为动力电池产业衍生行业,中国电池回收行业处于起始阶段,目前已形成由生产者主导的回收和以专业第三方为主体的回收两种模式。总体而言,汽车动力电池行业呈现四大趋势:一是产销量持续快速增长,行业集中度在竞争中提升;二是动力电池系统销售价格有力下降,上游材料成为关键因素;三是动力电池发展利好,但负面事件频发仍引担忧;四是动力电池回收路线渐趋清晰,商业体系仍待健全。
Due to the development of new energy vehicle industry, the global power battery industry is developing rapidly. According to iiMedia Research, the global installed capacity of power batteries reached 92.5GWh in 2018, up 45.8% year on year. The market share of the world's top ten power battery enterprises reached 88.7%, and Ningde times, Panasonic and BYD have occupied the top three positions in the market for two consecutive years. Meanwhile, China's power battery industry has entered a stage of rapid development. In 2018, the scale of China's power battery market has exceeded 82 billion yuan, and China's power battery market is highly concentrated. The installed capacity of top ten enterprises has reached 83.2% of the total. As a derivative industry of the power battery industry, China's battery recycling industry is at the initial stage, and has formed two models of producer-led recycling and professional third-party recycling. In general, the automobile power battery industry presents four trends: first, the production and sales volume continue to grow rapidly, and the industry concentration increases in the competition; Second, the sales price of power battery system has been greatly reduced, and the upstream material has become a key factor; Third, the development of power battery is good, but the frequent occurrence of negative events is still worrying; Fourth, the recycling route of power batteries is becoming clearer, and the commercial system still needs to be improved.艾媒咨询 | 2025年中国固态电池行业分析报告
在全球新能源汽车产业追求更高安全与续航的背景下,中国固态电池行业正迈入产业化突破与全固态技术攻关并行的关键期。根据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年中国固态电池行业分析报告》显示,2024年全球固态电池设备市场规模达40.0亿元,其中半固态电池设备占38.4亿元,全固态电池设备因尚处实验室中试阶段,规模仅1.6亿元。随着产业化进程推进,预计到2030年全球固态电池设备市场规模将飙升至1079.4亿元。此外,全球固态电池(半固态+全固态)出货量预计从2026年的34GWh上升至2030年的614GWh,市场规模呈指数级扩张趋势。
艾媒咨询分析师认为,未来中国固态电池行业将迎来高速发展期。以半固态电池为先导的技术路径将率先实现产业化,并带动上游设备与材料产业链快速发展。随着技术持续突破与成本下降,全固态电池也将逐步从实验室走向市场,应用领域将从高端电动车向更广泛的储能等场景拓展,推动市场规模实现指数级增长。
Against the backdrop of the global new energy vehicle industry's pursuit of higher safety and longer range, China's solid-state battery industry is entering a critical period where industrialization breakthroughs and all-solid-state technology research are advancing in parallel. According to the latest "China's solid-state battery industry analysis report in 2025" released by iiMedia Research, a leading third-party data mining and analysis agency for new economy industries, the global solid-state battery equipment market size reached 4.0 billion yuan in 2024, with semi-solid-state battery equipment accounting for 3.84 billion yuan. All-solid-state battery equipment, still in the laboratory pilot stage, had a scale of only 160 million yuan. With the advancement of industrialization, it is expected that the global solid-state battery equipment market size will soar to 107.94 billion yuan by 2030. Additionally, the global solid-state battery (semi-solid-state + all-solid-state) shipment volume is projected to rise from 34 GWh in 2026 to 614 GWh in 2030, demonstrating an exponential expansion trend in market size.
Analysts from iiMedia Research believe that China's solid-state battery industry will experience a period of rapid development in the future. The technology path led by semi-solid-state batteries will be the first to achieve industrialization, driving the rapid development of the upstream equipment and material industry chain. As technology continues to break through and costs decline, all-solid-state batteries will gradually move from the laboratory to the market, and their application fields will expand from high-end electric vehicles to a wider range of energy storage scenarios, promoting an exponential growth in market size.艾媒咨询|2022年中国品牌营销及消费行为监测报告
移动广告市场在2015年赶上了移动互联网流量爆发的大行情,整体规模迅速增长,2025年预计将达4867.6亿元。随着流量红利逐渐减弱,移动广告结束了流量竞争的时代,整体行业落入稳定发展期,转而步入政策监管加强、内容竞争为王的阶段,规模增速趋于稳定。调研数据显示,在购买商品过程中,超过六成的消费者表示会认准特定品牌;在购买不同品类的商品过程中,消费者对3C数码、美妆护肤等品类的品牌最为重视。消费者最喜欢通过电商平台、社交媒体、品牌官网三个渠道了解产品的相关信息。流量红利消失后,品牌营销进入内容营销时代,好品牌都在深挖品牌内在价值,以品牌IP、差异化形象、产品质量、体验和认知价值等维度展开新一轮的品牌竞争。
艾媒舆情|2019 “中国内衣第一股”都市丽人巨亏近10亿事件舆情监测报告
本报告研究涉及企业/品牌/案例:都市丽人,维多利亚的秘密,安莉芳,汇洁股份,时代周报,新浪财经
2019年12月23日,在港股上市的“中国内衣第一股”都市丽人发布盈利警告及转型计划,公告显示,公司2019年预计亏损不少于人民币9.8亿元。
都市丽人为何突然巨亏近10亿?公告中解释称:因经济和内部需求放缓,公司业务活动面临逆境。这负面地影响了面向消费者的服装行业及该集团的营运表现。公告还称,过往的快速扩张导致门店库存增加。12月24日,都市丽人收盘价为1.010港元/股,跌幅2.88%。12月25日,港股休市1天。
On December 23, 2019, the “China's First Underwear“ city beauty listed on the Hong Kong Stock Exchange issued a profit warning and transformation plan. The announcement showed that the company is expected to lose no less than RMB 980 million in 2019.
Why do urban beauties suddenly lose nearly 1 billion? The announcement explained that due to the slowing economy and internal demand, the company's business activities are facing adversity. This negatively affected the consumer-oriented apparel industry and the group's operating performance. The announcement also stated that past rapid expansion has resulted in increased store inventory. On December 24, Urban Beauty closed at 1.010 Hong Kong dollars per share, a decrease of 2.88%. On December 25, the Hong Kong stock market was closed for one day.
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