艾媒舆情|2020年中信银行泄露客户交易流水事件舆情监测报告

2020年5月6日，脱口秀演员池子（本名王越池）通过微博发布长文称，在处理与笑果文化的合约纠纷时收到来自对方的案件材料，里面包含本人在中信银行的个人账户交易明细。2020年5月7日，中信银行在其微博发布致歉信称，已按制度规定对相关员工予以处分，并对涉事支行行长予以撤职。

德赛电池：2021年第三季度报告

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.

浙江野马电池股份有限公司2021年第三季度报告

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|2021-2022年全球电子烟产业发展趋势专题报告

本报告涉及的案例/品牌/企业：悦刻、徕米、香誉、喜科

中国传统烟草消费普遍有戒烟需求，减害是烟草进化的核心诉求。国外主流卫生组织对电子烟进行了持续数年的评估，现阶段普遍认为电子烟的危害性远小于传统烟草。全球电子烟零售额从2018年的268亿美元增长到2020年的453亿美元。2017—2021年中国电子烟行业内销市场规模复合增长率为37.9%，预计2022年同比增长率为76.0%，市场规模达255.2亿元。预计2025年中国固体电子烟潜在市场规模约531亿元-—885亿元，雾化电子烟潜在市场规模约396亿元—792亿元。2021年中国电子烟产业直接就业人口约150万人，带动间接就业人口约400万人，总计约550万人。全球主要国家和地区，欧美、日韩均对电子烟出台明确的政策指引和监管措施。全球电子烟产业发展经验对中国产业规范发展有借鉴意义，中国也将进一步将电子烟产业平稳发展纳入法治化规范化轨道。
There is a general need for cessation in tobacco consumption and harm reduction which is the core demand of tobacco evolution. Foreign mainstream health organizations have conducted an evaluation of e-cigarettes for several years, and it is generally believed that the harm of e-cigarettes is much less than that of traditional tobacco. Global retail sales of e-cigarettes grew from $26.8 billion in 2018 to $45.3 billion in 2020. From 2017 to 2021, the compound growth rate of the domestic sales market in China's e-cigarette industry will be 37.9%, and the year-on-year growth rate in 2022 is expected to be 76.0%, and the market size will reach 25.52 billion yuan. It is estimated that the potential market size of China's solid e-cigarettes will be about 53.1 billion yuan - 88.5 billion yuan in 2025, and the potential market size of atomized e-cigarettes will be about 39.6 billion yuan - 79.2 billion yuan. In 2021, the direct employment of China's e-cigarette industry was about 1.5 million, driving about 4 million indirect employment, a total of about 5.5 million. Major countries and regions around the world, Europe, the United States, Japan and South Korea have issued clear policy guidelines and regulatory measures for e-cigarettes. The development experience of the global e-cigarette industry has reference significance for the development of China's industrial standards, and China will further integrate the steady development of the e-cigarette industry into the track of legalization and standardization.

艾媒咨询 | 2025-2029年中国锂电池行业研究报告

在全球能源结构加速转型与“双碳”目标引领的时代浪潮下，锂电池行业已成为支撑新能源产业发展的核心力量，中国锂电池行业更是凭借政策、技术和产业链等优势在全球市场中占据重要地位。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《2025-2029年中国锂电池行业研究报告》数据显示，2024年中国锂电池市场规模已达到17500亿元，同比增长25.0%，预计2029年将超过5万亿元。艾媒咨询分析师认为，在全球产业智能化与绿色化转型的浪潮下，低空经济、电动车等战略性新兴产业的蓬勃发展，正成为驱动锂电池需求爆发式增长的核心引擎。
In the era of accelerated transformation of the global energy structure and the guidance of the "dual carbon" goals, the lithium battery industry has become a core force supporting the development of the new energy industry. China's lithium battery industry has occupied an important position in the global market by virtue of its advantages in policy, technology and industrial chain. According to the latest "China lithium battery industry research report from 2025 to 2029" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, the market size of lithium batteries in China has reached 1,750 billion yuan in 2024, with a year-on-year growth of 25.0%. It is expected to exceed five trillion yuan by 2029. Analysts from iiMedia Research believe that under the global wave of industrial intelligence and green transformation, the vigorous development of strategic emerging industries such as low-altitude economy and electric vehicles is becoming the core engine driving the explosive growth of lithium battery demand.

艾媒咨询 | 2025年中国折叠屏手机行业数据与消费行为调查数据

在技术迭代与消费升级的双重驱动下，中国折叠屏手机市场呈现爆发式增长态势。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年中国折叠屏手机行业数据与消费行为调查数据》数据显示，2020-2025年中国国产折叠屏手机出货量呈现迅猛增长态势。2020年出货量仅为50.0万台，2024年出货量飙升至859.0万台，预计2025年将达到1490.3万台。未来，随着技术持续迭代、成本逐步降低及价格进一步下探，折叠屏手机有望进一步普及，出货量将持续增长。在2025年中国消费者对折叠屏手机品牌认知度中，华为以45.32%的占比在折叠屏手机品牌认知度中排名第一，远高于其他品牌。三星以31.15%的占比位居第二，小米以30.35%的占比位列第三。在2025年中国消费者购买折叠屏手机时关注方面中，占比最高的是手机电池能耗，占比达到33.69%；其次是手机质量，占比为32.62%。智能系统和外观形象也受到了较高关注，占比均为31.15%。在2025年中国消费者购买折叠屏手机的目的中，娱乐用途占比最高，达到79.46%，显示出折叠屏手机在娱乐领域的巨大吸引力。工具性用途如拍照、录像等占比为53.37%，位居第二，说明折叠屏手机在提升拍照和录像体验方面具有明显优势。艾媒咨询分析师认为，未来折叠屏手机将向 “技术平民化、体验场景化、服务生态化” 方向发展，企业需在屏幕折痕优化、续航提升及售后服务体系建设上持续发力，以推动市场渗透率进一步突破。
Driven by both technological iteration and consumption upgrade, the Chinese foldable phone market has shown an explosive growth trend. According to the latest "iiMedia Report | China's foldable phone industry data and consumer behavior survey data in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, the shipment volume of domestic foldable phones in China showed a rapid growth trend from 2020 to 2025. The shipment volume was only 500,000 units in 2020, soared to 8.59 million units in 2024, and is expected to reach 14.903 million units in 2025. In the future, as technology continues to iterate, costs gradually decrease and prices further drop, foldable screen phones are expected to become more widespread and their shipment volumes will continue to grow. In the brand awareness of foldable phones among Chinese consumers in 2025, Huawei ranked first with a share of 45.32%, far exceeding other brands. Samsung ranked second with a share of 31.15%, and Xiaomi ranked third with a share of 30.35%.
Among the aspects that Chinese consumers pay attention to when purchasing foldable screen phones in 2025, the one with the highest proportion is the battery energy consumption of the phone, accounting for 33.69%. The second is the quality of mobile phones, accounting for 32.62%. Intelligent systems and appearance images have also received considerable attention, each accounting for 31.15%. Among the purposes for which Chinese consumers purchase foldable screen phones in 2025, entertainment uses account for the highest proportion, reaching 79.46%, demonstrating the huge appeal of foldable screen phones in the entertainment field. Tool uses such as taking photos and recording videos account for 53.37%, ranking second, indicating that foldable screen phones have obvious advantages in enhancing the experience of taking photos and recording videos. Analysts from iiMedia Research believe that in the future, foldable screen phones will develop in the direction of "technology popularization, experience scenario-based, and service ecosystem". Enterprises need to continuously make efforts in optimizing screen crease, improving battery life, and building after-sales service systems to further break through the market penetration rate.

艾媒咨询|2021年中国电子烟发展水平研究报告

本报告涉及的案例/品牌/企业：悦刻，思摩尔

数据显示，电子烟在全球各个国家的渗透率持续增长，全球电子烟零售额从2016年的161亿美元增长到2020年的453亿美元。2021年中国电子烟行业市场规模达到1160.0亿元，外销占比居高。艾媒咨询分析师认为，在政策规定趋于明朗化的背景下，电子烟将获得较大的增长空间，预计2023年中国电子烟市场规模将达到2952.7亿元。不过，作为严格限定使用者为成年人的成瘾品，电子烟经受了诸多讨论与非议，未来积极履行社会责将成为电子烟企业的必然选择。
The data show that the penetration rate of e-cigarettes in various countries around the world continues to grow, and the global retail sales of e-cigarettes increased from US $16.1 billion in 2016 to US $45.3 billion in 2020. In 2021, the market scale of China's e-cigarette industry will reach 116 billion yuan, with a high proportion of export sales. AI media consulting analysts believe that under the background of clearer policies and regulations, e-cigarettes will gain greater growth space. It is expected that the scale of China's e-cigarette market will reach 295.27 billion yuan in 2023. However, as an addictive product whose users are strictly limited to adults, e-cigarettes have undergone a lot of discussion and criticism. In the future, actively performing social responsibilities will become an inevitable choice for e-cigarette enterprises.

艾媒报告|2019-2021年中国5G手机行业发展现状及产业链分析报告

本报告研究涉及企业/品牌/案例：华为，小米，vivo，OPPO，中国移动，中国联通，中国电信，苹果，诺基亚，魅族，三星，一加，红米，荣耀，高通，联发科，紫光展锐，英特尔，Broadcom，Skyworks，Qorvo，Murate，LG，三洋，宁德时代，比亚迪，NanoGraf，京东方，深天马A，华星光电

随着智能手机的不断普及，4G市场饱和趋势已经显现，5G商用的落地将带动5G手机发展，为手机产业带来新的活力。iiMedia Research（艾媒咨询）数据显示，预计2020-2023年将会出现5G手机的换机潮，2023年全球5G智能手机出货量将会增至40130万台。目前，华为、VO、小米等中国手机品牌都已经参与了5G市场争夺战。并且，5G手机将进一步带动产业链上下游发展，上游的元器件制造商、中游的通信设备商和下游的终端厂商都将收益，预计2025年5G相关产品和服务市场规模将达到1.15万亿元。艾媒咨询分析师认为，在政策利好、经济繁荣、技术发展和社会需求扩大的背景下，5G手机行业将会加速发展，具备较强技术实力和经济实力的玩家有望成为赛道领跑者，行业头部效应逐渐凸显。

With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent.