全球领先的新经济产业第三方数据挖掘与分析机构
关于“通信”的报告
艾媒咨询 | 2025年中国“一带一路”产业市场状况及标杆企业经营数据分析报告
2025年，中国“一带一路”产业在国家顶层设计引领下，稳步推进高质量发展，聚焦基础设施互联互通、国际产能合作等核心领域，推动“硬联通”与“软联通”深度融合，产业链协同效应持续释放，进入战略深化与项目提质的关键阶段。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“一带一路”产业市场状况及标杆企业经营数据分析报告》数据显示，2025年“一带一路”产业资本市场表现高度集中，市值、营收、利润前三名企业在TOP10企业中的占比分别超八成、近六成、超七成；研发投入分化明显，头部企业中国建筑研发投入达239.79亿元，海能达研发投入占比高达20.10%；盈利能力差异显著，核心领域企业优势突出，海能达毛利率达50.80%。艾媒咨询分析师认为，2025年“一带一路”产业成长动能稳健，核心驱动力来自政策赋能、龙头引领与技术创新，大型国央企凭借全产业链优势构筑竞争护城河，高端装备与绿色基建领域成为增长亮点。当前产业处于成熟期，竞争格局稳固，估值分化显著，未来随着海外项目落地提速与产业结构优化，产业盈利韧性与发展质量将进一步提升。
In 2025, China's Belt and Road industry, under the guidance of national top-level planning, advanced steadily toward high-quality development, focusing on core areas such as infrastructure connectivity and international capacity cooperation. It promoted the deep integration of "hard connectivity" and "soft connectivity," continuously unleashed the synergistic effects of industrial chains, and entered a critical phase of strategic deepening and project quality improvement. According to the latest report titled "China Belt and Road Industry Market Status and Benchmark Enterprise Operation Data Analysis Report in 2025" released by iiMedia Research (a globally leading third-party data mining and analysis agency for new economy industries), the capital market performance of the Belt and Road industry in 2025 was highly concentrated. The top three enterprises in terms of market capitalization, revenue, and profit accounted for over 80%, nearly 60%, and over 70% of the top 10 enterprises, respectively. R&D investment showed significant divergence, with China State Construction Engineering Corporation (CSCEC) investing 23.979 billion yuan, while Hytera's R&D investment accounted for 20.10% of its total. Profitability disparities were pronounced, with core sector enterprises demonstrating notable advantages, and Hytera achieving a gross profit margin of 50.80%. Analysts from iiMedia Research noted that the Belt and Road industry will maintain steady growth momentum in 2025, driven by policy empowerment, leading enterprises, and technological innovation. Major state-owned enterprises leverage their full industrial chain advantages to build competitive barriers, with high-end equipment and green infrastructure emerging as growth highlights. The industry is currently in its mature phase, featuring a stable competitive landscape and significant valuation disparities. As overseas projects accelerate and industrial structures optimize, profitability resilience and development quality will further improve.-
艾媒咨询 | 2025年中国5G通信应用消费行为调查数据
随着5G技术的深度渗透，其应用场景加速拓展，全面覆盖生活中的多个领域，5G技术逐渐深入到了人们的生产生活方式中。根据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年中国5G通信应用消费行为调查数据》数据显示，中国用户对5G的认知程度显著提升，44.22%的受访者表示比较了解5G技术。运营商推广活动以34.69%的占比成为用户了解5G的主渠道，凸显行业宣传的核心作用。当前5G手机普及率达79.30%，但用户购机决策呈现矛盾性：54.72%因正常更替机型选择5G设备，而价格因素成为主要阻碍，57.58%认为5G手机昂贵，51.52%担忧通信套餐成本高。在使用场景方面，短视频观看以27.77%的占比成为5G网络质量感知最显著场景，办公区域则以55.43%的使用率成为核心应用空间。艾媒咨询分析师认为，运营商需重点优化套餐资费结构，加强网络覆盖的均衡性建设，同时加速智能终端生态创新。建议终端厂商推出梯度化价格产品，通过技术迭代降低硬件成本，并深化场景化应用开发，真正释放5G技术的普惠价值。
With the deep penetration of 5G technology, its application scenarios are accelerating, comprehensively covering many fields of life, and 5G technology has gradually penetrated into people's production and lifestyle. According to the latest "Survey data of 5G communication application consumption behavior in China in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, Chinese users have significantly improved their cognition of 5G, and 44.22% of respondents said they have a better understanding of 5G technology. Operator promotion activities have become the main channel for users to understand 5G, accounting for 34.69%, highlighting the core role of industry publicity. At present, the penetration rate of 5G mobile phones reaches 79.30%, but the user's purchase decision is contradictory: 54.72% choose 5G equipment due to normal replacement models, and the price factor becomes the main obstacle, 57.58% think that 5G mobile phones are expensive, 51.52% worry about the high cost of communication packages. In terms of usage scenarios, short video viewing became the most significant scene of 5G network quality perception with a proportion of 27.77%, and the office area became the core application space with a utilization rate of 55.43%. Analysts from iiMedia Research believe that operators need to focus on optimizing the package fee structure, strengthen the balanced construction of network coverage, and accelerate the ecological innovation of intelligent terminals. It is recommended that terminal manufacturers launch graded price products, reduce hardware costs through technology iteration, and deepen scenario-based application development to truly release the inclusive value of 5G technology. -
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艾媒舆情|2020中国“新冠疫期”通信行业社会责任行为监测报告
本报告研究涉及企业/品牌/案例：中国电信，中国移动，中国联通，华为，中兴通讯；其他提及企业/品牌：vivo，OPPO，小米，苹果
2020新冠疫情的到来给中国社会经济造成冲击，对人们生活也带来影响，疫情防控期间，群众外出情况大幅度减少，同时各地倡导远程办公就学。在此期间，中国通信业企业通过基础支持、款项捐赠，展现社会公益和树立良好形象，发展成熟的通信行业也呈现在公众之中。
The arrival of the new crown epidemic in 2020 will have an impact on China's society and economy, and will also affect people's lives. During the epidemic prevention and control, the number of people going out has greatly reduced, and remote offices have been promoted in various places. During this period, Chinese telecommunications enterprises demonstrated social welfare and established a good image through basic support and donation of funds, and the mature communications industry also appeared among the public. -
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