上市企业：一汽富维（600742）,苏常柴Ａ（000570）,宗申动力（001696）,泰豪科技（600590）,克劳斯 （600579） 相关报告：智研咨询发布的《2025-2031年中国发电设备行业市场供需态势及未来趋势研判报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年1-10月中国发电机组(发电设备)产量统计图 数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年10月中国发电机组(发电设备)产量为2854万千瓦，同比增长16.9%； 2025年1-10月中国发电机组(发电设备)累计产量为29506.2万千瓦，累计增长47.5%。 ...

Core Viewpoint - The battery box industry in China is experiencing significant growth, projected to increase from 7.5 billion yuan in 2021 to 27.5 billion yuan in 2024, driven by the demand from the electric vehicle and energy storage sectors [1][7]. Industry Overview - The battery box is a protective structure for battery packs, designed for support, connection, heat dissipation, and ease of installation and maintenance. It can be categorized by application (electric vehicles, energy storage systems, portable devices), material (metal, plastic), structure (modular, integrated), installation method (built-in, external), and battery type (lithium-ion, lead-acid) [3][4]. Market Size and Growth - The market size for battery boxes in China is expected to reach 35.188 billion yuan by 2025, continuing the upward trend fueled by the booming demand in the electric vehicle and energy storage sectors [1][7]. - The production of aluminum alloy, a key material for battery boxes, is projected to reach 16.141 million tons in 2024, reflecting a year-on-year increase of 9.6% [5][6]. Competitive Landscape - The battery box industry is primarily composed of two types of competitors: those focused on electric vehicle battery box production, such as He Sheng Co. and New Aluminum Era, and traditional automotive parts manufacturers like Lingyun Co. and Huayu Automotive, which are expanding into the battery box market [9][10]. - Leading companies are capturing a significant market share, while smaller firms often resort to price competition, which may hinder their long-term sustainability [13]. Industry Trends - Lightweight materials are becoming increasingly important in the industry, as the weight of battery systems significantly impacts energy efficiency in electric vehicles. The battery box, as a non-cell component, plays a crucial role in achieving this lightweight goal [11]. - The demand for battery boxes is expected to grow in tandem with the electric vehicle market, as they are essential components of the vehicle's power system [12]. - The concentration of market share is rising, with leading companies like He Sheng Co. and New Aluminum Era dominating the industry, while smaller players struggle to maintain competitiveness [13].

Core Insights - The railway signaling system is a crucial component of rail transport, ensuring safe and efficient operations, with significant government support and investment in China [1][10] - The market size of China's railway signaling system industry is projected to grow from 10.71 billion yuan in 2017 to 24.81 billion yuan in 2024, with a compound annual growth rate (CAGR) of 12.75% [1][11] - The industry is evolving towards greater safety, efficiency, and intelligence, driven by advancements in communication and information technology [1][10] Industry Overview - The railway signaling system is essential for automated train control and real-time monitoring, comprising various devices such as interlocking systems, block systems, and train control systems [1][9] - The system's core functions include ensuring safety, improving transport efficiency, and enhancing working conditions [1][9] Industry Development Background - China's economic growth has provided a solid financial foundation for railway construction, with fixed asset investment in railways reaching 850.6 billion yuan in 2024, a year-on-year increase of 11.26% [8] - The demand for intercity and suburban railway construction continues to grow, creating vast market opportunities for the railway signaling system industry [8] Industry Chain - The upstream of the railway signaling system industry includes raw materials and components such as steel, aluminum, plastics, and electronic components [8] - The midstream involves system integration and equipment manufacturing, while the downstream includes railway construction units and transportation enterprises [8] Market Dynamics - The industry is characterized by a competitive landscape with domestic companies like China Railway Signal Co., Ltd. leading the market, while international firms like Siemens and Alstom maintain competitiveness in high-standard projects [11][12] - The market is driven by technological advancements, ecological cooperation, and accelerated domestic substitution [11] Future Trends - The future of the railway signaling system will focus on intelligence, integrating artificial intelligence, big data, and the Internet of Things for dynamic analysis and optimization [14] - Standardization efforts will aim to create a unified technical standard for railway signaling systems, facilitating interoperability and reducing lifecycle costs [15] - Safety and reliability will evolve towards resilient systems with proactive fault tolerance and real-time simulation capabilities [15]

Core Viewpoint - The rubber antioxidant industry in China is experiencing steady growth, with significant production and demand increases projected for the coming years, driven by the recovery of rubber products, particularly tires [1][8][10]. Group 1: Industry Overview - Rubber antioxidants are a major category of rubber additives that effectively delay rubber aging by inhibiting oxidation, thermal degradation, and ozone erosion, thereby extending the lifespan of products like tires and hoses [1][2]. - The main types of rubber antioxidants include amine-based, phenolic, and other categories, each with distinct advantages and disadvantages [2]. Group 2: Production and Demand - As of June 2025, China's domestic antioxidant production capacity is expected to reach 637,000 tons, a 14.15% increase from 2024 [1][8]. - The production of rubber antioxidants in 2024 is projected to be 451,600 tons, reflecting a year-on-year growth of 7.7%, while the production from January to September 2025 is expected to be 309,400 tons, up 4.2% year-on-year [1][8]. - The apparent demand for rubber antioxidants in China is anticipated to be 377,200 tons in 2024, marking a 10.1% increase, with 251,600 tons expected from January to September 2025 [10][11]. Group 3: Trade Dynamics - China's rubber antioxidant industry is in a trade surplus position, with significant exports, particularly of TMQ antioxidants, which totaled 61,000 tons and generated $11,265.8 million in revenue from January to September 2025 [11][12]. - During the same period, imports of rubber antioxidants amounted to 2,650.2 tons, with a notable decline in imports of TMQ antioxidants [12][13]. Group 4: Future Trends - Future trends in the rubber antioxidant industry include a focus on environmentally friendly and low-carbon products, multifunctionality, synergistic effects among different antioxidants, and the development of long-lasting antioxidants to enhance product durability [14][15].

Core Viewpoint - The Gigabit Layer 3 switch is a high-performance network device that integrates Layer 2 MAC address switching and Layer 3 IP routing functions, with port speeds reaching gigabit and above, widely used in the core and aggregation layers of local area networks (LANs) [1] Industry Overview - The Gigabit Layer 3 switch market is expected to reach a scale of 22.66 billion yuan in 2024, significantly higher than the overall switch industry growth rate, driven by digital transformation and supportive policies in China [1][12] - The industry has a clear division of labor in its supply chain, with domestic manufacturers gradually achieving self-replacement in core components, focusing on technological upgrades such as 400G ports and silicon photonics integration [1][9] Industry Policies - Recent policies in China, including the "Action Plan for High-Quality Development of Computing Power Infrastructure" and the "Implementation Opinions on Promoting the Construction of a National Integrated Computing Network," have created favorable conditions for the Gigabit Layer 3 switch industry, driving demand in data centers, enterprise networks, and industrial internet [8][9] Industry Chain - The industry chain consists of upstream core components and materials, midstream equipment R&D and manufacturing, and downstream applications in various sectors such as data centers, enterprise networks, and government services [9][10] - The demand for Gigabit Layer 3 switches is driven by the digital transformation of various industries, with data centers being the largest and most technology-driven segment [10][11] Current Development Status - The overall switch market in China is projected to reach 42.36 billion yuan in 2024, with the Gigabit Layer 3 switch segment benefiting from the "East Data West Computing" initiative and the increasing demand for high-reliability, low-latency networking equipment [12][13] Future Development Trends - The Gigabit Layer 3 switch industry is expected to evolve towards intelligent and high-speed technology, localized market scenarios, and green safety development [13] - Key trends include the integration of AI and SDN/NFV technologies for intelligent traffic management, a focus on domestic manufacturers gaining market share, and an emphasis on green and secure product features [14][15]

Core Insights - The smart cockpit solution is a comprehensive solution for automotive cockpits equipped with intelligent in-car products and systems, serving as the interactive hub and experience terminal for smart vehicles, especially in the context of L3-level autonomous driving and the redefined human-vehicle relationship [1][6] - The market for smart cockpit solutions in China is expected to grow significantly, reaching 154.4 billion yuan by 2025 and 182.8 billion yuan by 2026, driven by rising consumer income and evolving demands for enhanced in-car experiences [6][8] Industry Definition and Classification - Smart cockpits are a key component of smart connected vehicles, integrating driving information and in-car applications to provide a high-tech, efficient experience for users [2][3] - Smart cockpit solutions can be categorized into software solutions, hardware solutions, and other systems, with software solutions projected to account for approximately 32.25% of the market by 2025 [4][8] Market Size and Structure - The smart cockpit solutions market in China is projected to grow from 44.2 billion yuan in 2020 to 154.4 billion yuan in 2025, with software solutions expected to reach about 49.8 billion yuan and hardware solutions about 104.6 billion yuan by 2025 [6][8] - By 2026, the software solutions market is expected to grow to approximately 60.5 billion yuan, while hardware solutions will reach about 122.3 billion yuan [8] Industry Trends - The industry is experiencing rapid evolution, with trends moving towards AI integration, deeper cockpit-driver fusion, and advancements in display technology, driven by policy support and increasing consumer demand for smart driving experiences [19][20] - AI technology is becoming a core engine for upgrading smart cockpit solutions, with AI-driven software solutions expected to capture 15-20% of the market by 2024 and potentially 35-40% by 2030 [10][11] Competitive Landscape - The competitive landscape is shifting from traditional supply chains to a complex ecosystem involving major players from automotive, consumer electronics, internet, software, and semiconductor industries [12][14] - Key players in the smart cockpit solutions market include companies like Joyson Electronics, Nanjing Siwei Zhili Technology, and Baotai Internet of Vehicles, among others [12][13] Key Companies Overview - Joyson Electronics focuses on transforming vehicles into intelligent partners through its self-developed operating system and AI architecture, providing differentiated cockpit solutions [16][17] - Nanjing Siwei Zhili Technology specializes in full-stack smart cockpit solutions, with significant revenue contributions from both software and integrated solutions [18] - Baotai Internet of Vehicles offers comprehensive smart cockpit and connected vehicle solutions, emphasizing a combination of software, hardware, and cloud services to meet diverse customer needs [19]

Core Insights - The report by Zhiyan Consulting highlights the growth in China's soybean import market, with a significant increase in both quantity and value in recent months [1] Group 1: Import Data - In November 2025, China's soybean imports reached 8.46 million tons, marking a year-on-year increase of 14% [1] - The import value for the same period was $3.955 billion, reflecting an 8.3% year-on-year growth [1] Group 2: Industry Overview - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The firm has over a decade of experience in the industry research field, focusing on delivering tailored solutions to support investment decisions [1]

Core Insights - The report by Zhiyan Consulting highlights the growth in China's barley imports, with a notable increase in both quantity and value in November 2025 [1] Group 1: Import Statistics - In November 2025, China imported 840,000 tons of barley, representing a year-on-year increase of 16.5% [1] - The import value for barley reached 215 million USD, showing a year-on-year growth of 17.6% [1] Group 2: Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The firm has over a decade of experience in the industry research field, offering tailored solutions to empower investment decisions [1]

数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年11月中国电扇出口数量为3667万台，同比下降0.8%，出口金额为3.3亿 美元，同比下降23%。 近一年中国电扇出口情况统计图 相关报告：智研咨询发布的《2026-2032年中国电风扇行业市场竞争态势及投资方向分析报告》 ...

近一年中国冻鱼进口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国冻鲣鱼行业市场调研分析及发展规模预测报告》 根据中国海关数据显示：2025年11月中国冻鱼进口数量为21万吨，同比下降18.7%，进口金额为5.76亿 美元，同比增长7.4%。 ...