艾媒咨询 | 2025年中国家政行业发展状况与消费者行为调研数据

中国家政行业正处于需求爆发式增长与转型升级并行的发展阶段，春节等节点的季节性消费热潮尤为显著。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年中国家政行业发展状况与消费者行为调研数据》数据显示，2025年中国家政服务市场规模已达12847亿元，预计2027年将进一步增长至13855亿元。人口老龄化加深与家庭结构持续变化，催生出家政服务的刚性消费需求，而政策推动下的行业规范化发展与专业化升级，更在持续释放市场的增长潜力。从消费选择来看，2025年中国消费者挑选家政服务时，40.91%的受访者最看重工作质量，38.01%关注收费价格，另有34.47% 会重视服务人员的个人情况，消费决策更趋理性与务实。艾媒咨询分析师认为，当下消费者对便捷、专业的生活服务需求日益旺盛，家政行业亟需抓住数字化转型与品质升级的时代机遇，通过标准化服务与差异化创新提升用户体验，满足多元化的家庭服务需求，精细化与智能化也将成为行业未来的核心竞争方向。
The domestic housekeeping industry in China is currently in a stage of explosive growth in demand and concurrent transformation and upgrading. The seasonal consumption boom during festivals and other events is particularly significant. The latest report titled "Research Data on the Development Status and Consumer Behavior of the Domestic Service Industry in China in 2025" released by iiMedia Research (iResearch), a global leading third-party data mining and analysis institution in the new economy industry, shows that the market size of domestic housekeeping services in China has reached 1,284.7 billion yuan in 2025, and is expected to further increase to 1,385.5 billion yuan by 2027. The deepening of population aging and the continuous changes in family structure have given rise to the rigid consumption demand for domestic housekeeping services. Moreover, the industry's standardized development and professional upgrading driven by policies are continuously releasing the growth potential of the market. From the perspective of consumption choices, in 2025, when Chinese consumers select domestic housekeeping services, 40.91% of the respondents consider work quality the most important factor, 38.01% pay attention to the charging price, and another 34.47% will value the personal situation of the service personnel. The consumption decisions have become more rational and pragmatic. Analysts from iResearch believe that at present, consumers' demand for convenient and professional life services is increasingly旺盛. The domestic housekeeping industry urgently needs to seize the opportunities of digital transformation and quality upgrade in this era， by providing standardized services and differentiated innovations to enhance user experience and meet diversified family service needs. Precision and intelligence will also become the core competitive direction of the industry in the future.

艾媒咨询 | 2025年中国存储芯片领域市场状况及标杆企业经营数据分析报告

存储芯片作为支撑人工智能、大数据、物联网等新一代信息技术发展的关键基础硬件，其技术突破与产业安全直接关系到国家科技自立自强与产业链供应链稳定，具有极强的战略价值与产业带动效应。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年中国存储芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国存储芯片产业呈现头部集聚、技术驱动、分化加剧的发展特征，行业集中度持续提升，营收前三名企业合计贡献TOP10营收的51.02%，整体研发投入水平较高，平均研发投入强度超过10%，头部企业在技术研发与市场份额上的引领作用进一步凸显。艾媒咨询分析师认为，2025年中国存储芯片产业处于技术突破与国产替代的双重窗口期，头部企业凭借技术积累与资本优势，逐步缩小与国际巨头的差距。而兆易创新、中微公司、长电科技等企业在设计、设备、封测环节的亮眼表现，印证了中国存储芯片全产业链协同发展的格局初步形成，各环节龙头通过差异化竞争构筑起坚实的产业壁垒。未来，随着先进制程突破与产能逐步释放，中国存储芯片产业将进一步夯实全球竞争力，为全球半导体产业格局优化与数字经济高质量发展提供核心硬件支撑。
As a critical foundational hardware supporting the development of new-generation information technologies such as artificial intelligence, big data, and the Internet of Things, memory chips are of great strategic value and industrial driving effect. Their technological breakthroughs and industrial security are directly related to national scientific and technological self-reliance and the stability of industrial and supply chains. According to the“Report on China's Memory Chip Market Status and Operational Data Analysis of Benchmark Enterprises in 2025”recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s memory chip industry in 2025 exhibited characteristics of head concentration, technology-driven growth, and intensified differentiation. Industry concentration continued to rise, with the top three revenue-generating enterprises accounting for 51.02% of the total revenue of the top 10 enterprises. The overall R&D investment remained high, with an average R&D intensity exceeding 10%, further highlighting the leading role of head enterprises in technological R&D and market share. Analysts at iiMedia Research pointed out that China’s memory chip industry is in a dual window period of technological breakthroughs and domestic substitution in 2025. Leading enterprises are gradually narrowing the gap with international giants by virtue of their technological accumulation and capital advantages. The outstanding performance of enterprises such as GigaDevice, AMEC, and JCET in design, equipment, and packaging and testing segments confirms that a pattern of coordinated development across the entire industrial chain of China’s memory chip industry has initially taken shape, with leading enterprises in each segment building solid industrial barriers through differentiated competition.In the future, with breakthroughs in advanced processes and the gradual release of production capacity, China’s memory chip industry will further consolidate its global competitiveness and provide core hardware support for the optimization of the global semiconductor industry landscape and the high-quality development of the digital economy.

艾媒咨询 | 2025年中国算力概念产业发展状况及重点企业大数据监测报告

2025年中国算力概念产业已进入“头部引领、两极分化”的成熟发展阶段，资源、技术、资金正加速向产业链核心企业集聚，行业集中度将持续提升并趋于稳定。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年中国算力概念产业发展状况及重点企业大数据监测报告》数据显示，2025年中国智能算力规模达1590 EFLOPS，核心产业规模预计突破1.2万亿元，较2024年725.3 EFLOPS的规模实现大幅跃升，行业进入规模化、高质量发展新阶段。在此背景下，算力概念产业经营表现分化加剧，头部效应显著：2025年前三季度，营收排名前三的企业合计贡献TOP10总营收的72.90%，研发投入集中度达64.69%，凸显产业链关键环节的高度集聚特征。艾媒咨询分析师认为，算力概念产业头部企业凭借技术、规模及资金优势，在市值、营收、研发等核心指标上占据主导地位。2025年算力概念产业发展确定性较强，但同时也面临产业内企业表现分化、技术研发投入压力较大等挑战，未来产业竞争将聚焦于核心技术突破与高效服务能力提升，具备技术壁垒与场景优势的企业将实现持续突围，推动中国算力产业逐步跻身全球领先行列。
In 2025, Chinese computing power concept industry has entered a mature development stage characterized by "leading by head enterprises and polarization". Resources, technologies, and capital are accelerating their agglomeration to core enterprises in the industrial chain, and the industry concentration will continue to increase and tend to stabilize. According to the latest report "Report on the Development Status of China's Computing Power Concept Industry and Big Data Monitoring of Key Enterprises in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, China's intelligent computing power scale reached 1590 EFLOPS in 2025, and the core industry scale is expected to exceed 1.2 trillion yuan, achieving a substantial jump compared with the scale of 725.3 EFLOPS in 2024, indicating that the industry has entered a new stage of large-scale and high-quality development.Against this background, the operating performance of the computing power concept industry has become increasingly differentiated, with a prominent head effect: in the first three quarters of 2025, the top three enterprises in terms of revenue contributed 72.90% of the total revenue of the top 10 enterprises, and the concentration of R&D investment reached 64.69%, highlighting the high agglomeration characteristics of key links in the industrial chain. Analysts from iiMedia Research pointed out that, relying on their advantages in technology, scale and capital, the head enterprises in the computing power concept industry occupy a dominant position in core indicators such as market value, revenue and R&D.The computing power concept industry is expected to maintain strong development certainty in 2025, but it also faces challenges such as differentiated performance of enterprises in the industry and great pressure of technological R&D investment. In the future, industrial competition will focus on the breakthrough of core technologies and the improvement of efficient service capabilities. Enterprises with technological barriers and scenario advantages will achieve continuous breakthroughs, promoting China's computing power industry to gradually rank among the world's leading levels.

艾媒咨询 | 2025年国产芯片领域市场状况及标杆企业经营数据分析报告

国产芯片是破解“卡脖子”困境、培育新质生产力的关键产业。2025年中国国产芯片产业进入规模扩张与质量提升并行的黄金期，高增长、高研发投入、头部集中成为核心特征，新兴力量持续涌现，产业发展势头强劲。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年国产芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国国产芯片产业规模突破1.8万亿元，同比增长21.7%，增速远超全球半导体产业平均水平。资本市场层面，行业集中度持续提升，营收前三名企业合计贡献TOP10企业43.48%，高增长企业普遍规模较小，但增速迅猛，新兴力量不断涌现；归母净利润前三名企业合计达102.91亿元，行业整体盈利质量良好；研发创新持续加码，研发投入TOP10企业平均投入强度超30%，远超高科技行业平均水平。艾媒咨询分析师认为，中国国产芯片产业整体呈现高增长、高研发投入、头部集中的核心特征，产业规模壮大印证产业已进入规模扩张与质量提升并行的黄金期。这一增速既受益于国内AI、汽车电子、工业控制等下游需求爆发，也得益于成熟制程国产替代加速与政策持续赋能。
Domestic chips represent a pivotal industry for breaking the technological bottleneck and fostering new productive forces. In 2025, China's domestic chip industry has entered a golden era of simultaneous scale expansion and quality improvement, characterized by high growth, heavy R&D investment and concentration among leading players. With emerging forces emerging consistently, the industry is maintaining a robust development momentum. According to the latest data released in the Analysis Report on the Market Situation of Domestic Chip Industry in 2025 and Data on the Operations of Leading Enterprises by iiMedia Research, a world-leading third-party institution engaged in data mining and analysis of the new economy industry, the scale of China's domestic chip industry exceeded 1.8 trillion yuan in 2025, with a year-on-year growth of 21.7%—a growth rate far outpacing the global average for the semiconductor industry.On the capital market front, the industry's concentration continues to rise: the top three enterprises in terms of revenue contributed 43.48% of the total revenue of the top 10 players combined. High-growth enterprises are generally small in scale but boast staggering growth speeds, with emerging forces emerging one after another. The combined net profit attributable to parent companies of the top three enterprises reached 10.291 billion yuan, reflecting sound overall profitability of the industry. R&D and innovation efforts are being continuously intensified, with the average R&D investment intensity of the top 10 enterprises surpassing 30%, a figure well above the average level of the high-tech industry.Analysts at iiMedia Research opine that China's domestic chip industry as a whole exhibits the core traits of high growth, heavy R&D investment and leading enterprise concentration. The expansion of the industry scale is a testament to its entry into a golden period of concurrent scale expansion and quality enhancement. This robust growth rate benefits both the explosive downstream demand for domestic AI, automotive electronics, industrial control and other sectors, and the accelerated domestic substitution of mature manufacturing processes as well as sustained policy support.

艾媒咨询 | 2025年中国病毒防治产业发展状况及重点企业大数据监测报告

当前，全球病毒变异迭代加速，公共卫生防控常态化需求持续凸显，叠加中国生物医药技术创新升级与政策精准赋能，病毒防治产业正迎来新一轮发展机遇与调整周期。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年中国病毒防治产业发展状况及重点企业大数据监测报告》显示，2025年病毒防治产业集中度持续提升，营收前三名企业合计贡献TOP10整体营收的42.13%，研发投入累计投入达16.59亿元，头部引领效应凸显。细分领域中，以岭药业依托中药防治优势实现扭亏为盈，前三季度归母净利润实现10亿元，毛利率维持60%以上；华大基因深耕精准医学检测细分领域，前三季度营收规模超25亿元，市净率达2.29倍，展现出细分赛道的发展韧性。艾媒咨询分析师认为，2025年病毒防治产业处于调整转型期，研发创新、产品迭代及市场布局优化成为企业突破发展瓶颈、提升核心竞争力的关键，同时也将逐步筑牢公共卫生安全保障的产业根基，推动构建人类卫生健康共同体。
　　At present, the global iteration of virus variants is accelerating, and the demand for the normalization of public health prevention and control remains prominent. Coupled with the innovation and upgrading of China's biopharmaceutical technology and precise policy support, the virus prevention and control industry is ushering in a new round of development opportunities and adjustment cycle. According to the 2025 Report on the Development Status of China's Virus Prevention and Control Industry and Big Data Monitoring of Key Enterprises newly released by iiMedia Research, a world-leading third-party institution for data mining and analysis of the new economy industry, the concentration of the virus prevention and control industry continued to rise in 2025. The top three enterprises in terms of revenue contributed 42.13% of the total revenue of the top 10 enterprises combined, with a cumulative R&D investment of 1.659 billion yuan, highlighting the leading effect of head enterprises.
　　In the segmented sectors, Yiling Pharmaceutical turned losses into profits by virtue of its advantages in traditional Chinese medicine (TCM) prevention and control, achieving a net profit attributable to shareholders of listed companies of 1 billion yuan in the first three quarters with a gross profit margin maintained above 60%. BGI Genomics has deepened its layout in the segmented field of precision medical testing, recording a revenue scale of over 2.5 billion yuan in the first three quarters and a price-to-book ratio of 2.29 times, demonstrating the development resilience of the segmented track.
　　Analysts from iiMedia Research hold that the virus prevention and control industry is in a period of adjustment and transformation in 2025. R&D innovation, product iteration and optimization of market layout have become the key for enterprises to break through development bottlenecks and enhance core competitiveness. Meanwhile, this will gradually consolidate the industrial foundation for public health security and boost the building of a global community of health for all.

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）最新发布的《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.

艾媒咨询 | 2025年12月全球主要行业投融资数据监测月报

2025年12月投融资规模整体呈现回落，但投资金额仍高于年初水平，反映出市场整体仍保持一定的活跃度。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12月全球主要行业投融资数据监测月报》显示，2025年12月投融资事件数量为879起，环比下降2.5%；投资金额为3239.30亿人民币，环比下降4.2%。艾媒咨询分析师认为，本月数据波动可能与以下因素有关：一是行业周期性变化，年底企业资金回笼需求上升，导致投资活跃度降低；二是监管政策近期趋于严格，部分领域投资积极性受到抑制；三是全球经济不确定性加大，投资者态度转向谨慎。

艾媒咨询 | 2025年第四季度全球主要行业投融资数据监测季报

2025年第四季度全球主要行业投融资市场活跃度略有提升但投资热度降温，资金投向呈分散化趋势。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年第四季度全球主要行业投融资数据监测季报》显示，本季度投资金额为8975.15亿人民币，投资事件数量为2600起。
艾媒咨询分析师认为，投资事件数量增长可能反映市场活跃度有所提升，而投资金额大幅下降或与行业周期调整、政策收紧及市场环境变化有关，例如经济下行压力增大导致投资者趋于谨慎。本季度的特点是，在投资事件增加的背景下，单笔投资规模出现收缩，这可能意味着市场正在重新评估风险。与历史趋势相比，本季度投资金额明显低于上一季度，反映出市场投资热度有所降温，资金投向呈现分散化态势。
In the fourth quarter of 2025, the investment and financing market activity in major global industries slightly increased, but the investment enthusiasm cooled down, and the direction of funds showed a trend of diversification. According to the latest "2025 Fourth Quarter Global Major Industry Investment and Financing Data Monitoring Quarterly Report" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis institution for the new economy industry, the investment amount in this quarter was 897.515 billion RMB, and the number of investment events was 2,600.
Analysts from iiMedia Research believe that the increase in the number of investment events may reflect an improvement in market activity, while the significant decline in investment amount could be related to industry cycle adjustments, tightened policies, and changes in the market environment, such as the increased economic downturn pressure causing investors to become more cautious. The characteristic of this quarter is that, against the backdrop of an increase in investment events, the scale of individual investments has shrunk, which may indicate that the market is reassessing risks. Compared with historical trends, the investment amount in this quarter was significantly lower than that of the previous quarter, reflecting a cooling of investment enthusiasm and a trend of diversified fund allocation.