上市公司：中信特钢（000708），河钢股份（000709），中南股份（000717），本钢板材（000761）， 三钢闽光（002110），久立特材（002318），金洲管道（002443），常宝股份（002478），盛德鑫泰 （300881），安阳钢铁（600569），八一钢铁（600581），新钢股份（600782），马钢股份（600808） 相关报告：智研咨询发布的《2026-2032年中国黑色金属矿采选业行业市场全景调查及投资前景预测报 告》 2025年1-11月，黑色金属冶炼和压延加工业企业数（以下数据涉及的企业，均为规模以上工业企业，从 2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万 元）为6325个，和上年同期相比，减少了1个，同比下降0.02%，占工业总企业的比重为1.2%。 2016-2025年1-11月黑色金属冶炼和压延加工业企业数统计图 数据来源：国家统计局，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 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the electricity and heat production and supply industry, which increased by 1,144 to a total of 14,951 enterprises from January to November 2025, representing a year-on-year growth of 8.29% [1] - The proportion of the electricity and heat production and supply industry enterprises in the total industrial enterprises is 2.84% [1] - The data presented is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, a leading industry consulting firm in China [1] Group 2 - The report referenced is the "2026-2032 China Power Construction Industry Market Operation Management and Development Scale Forecast Report" published by Zhiyan Consulting [1] - The threshold for scale industrial enterprises was raised from an annual main business income of 5 million yuan to 20 million yuan starting from 2011 [1] - Zhiyan Consulting has over a decade of experience in industry research, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1]

Core Insights - The automation instrumentation industry in China is experiencing a structural demand imbalance, with traditional markets like petrochemicals declining while emerging sectors such as new energy and biomedicine show potential but have not fully realized their growth momentum [1][5][10] Overview - Automation instruments are devices or systems that automatically complete information detection, signal conversion, data processing, logical judgment, and control command output, playing a crucial role in ensuring stable, efficient, and safe industrial production [1][3] Market Policies - The Chinese government has issued several policies to support the development of the automation instrumentation industry, including plans for growth, quality infrastructure, and innovation in manufacturing, aiming to enhance the recognition of domestic products in international markets [5][6] Industry Chain - The industry chain consists of upstream suppliers of special metals, engineering plastics, and core components like sensors and controllers, midstream manufacturers of automation instruments, and downstream application markets across various sectors such as petrochemicals, food, and pharmaceuticals [7][9] Current Market Situation - The market size of China's automation instrumentation industry is projected to decline to 25.8 billion yuan by 2025, with flow meters, pressure meters, temperature meters, and analytical instruments making up significant portions of the market [1][10] Competitive Landscape - The market is characterized by a pyramid structure where foreign companies dominate the high-end market, while domestic firms are gaining traction in the mid-range market, supported by government policies and technological advancements [11][12] Development Trends - The industry is expected to see a deep integration of automation instruments with AI, edge computing, and industrial IoT, leading to smarter products with self-diagnosis and predictive maintenance capabilities [14][15] - There will be a focus on domestic production of core technologies and components to reduce reliance on foreign technology, enhancing the stability of the supply chain [14] - The industry will shift towards green and low-carbon products, aligning with national carbon reduction goals, and will increasingly offer comprehensive solutions that combine hardware, software, and services [15][17]

Core Insights - The nutritional functional food industry is experiencing significant growth driven by national policies, increased health awareness, and rising living standards. The market is projected to reach 288 billion yuan by 2025 and 328 billion yuan by 2026 [1][5]. Industry Overview - Nutritional functional foods are defined as foods that contain ingredients beneficial to human health, excluding health foods that require special approval. This category includes special dietary foods and regular packaged foods [2][3]. - The industry is characterized by a diverse range of products and applications, with health snacks being the largest segment, followed by gut health, beauty nutrition, weight management, and sports nutrition [1][5]. Market Size and Growth - The market size for nutritional functional foods in China is expected to grow from 144 billion yuan in 2019 to 288 billion yuan in 2025, with a further increase to 328 billion yuan by 2026 [5][6]. - Specific market segments for 2025 include health snacks at 103 billion yuan (35.76%), gut health at 65 billion yuan (22.57%), beauty nutrition at 39 billion yuan (13.54%), weight management at 36 billion yuan (12.50%), and sports nutrition at 22 billion yuan (7.64%) [1][5]. Industry Structure - The industry operates on a contract manufacturing model, where one party (the client) outsources production to another party (the contractor). This model allows for specialization in production while the client focuses on marketing and brand management [3][4]. - The supply chain includes upstream raw materials such as vitamins, proteins, and minerals, while the midstream involves research, production, and marketing [6]. Competitive Landscape - The competitive landscape is fragmented, with a few leading companies dominating the market. The top five companies accounted for 17.3% of the market share in 2023, up from 13.9% in 2022 [8]. - Major players in the industry include Hengmei Health, Xianle Health, Dajiang Biotechnology, and others, each with unique advantages [7][8]. Regulatory Environment - Recent government policies, such as the "National Food and Nutrition Development Outline (2025-2030)," aim to promote the nutritional functional food industry by emphasizing innovation and quality in food production [7]. Future Trends - The demand for health-oriented products is expected to grow due to rising income levels and an aging population, creating a favorable environment for the nutritional functional food industry [8].

内容概况："双碳"目标与新型电力系统建设持续推进，智能电网、新能源发电及储能项目落地加速，对 电源监控的精度、可靠性提出更高要求，直接拉动市场需求。同时，AIoT融合推动产品智能化升级， 智能电源监控系统实现实时数据采集、故障预警及能效优化，适配工业自动化、数据中心等场景的严苛 需求。2024年，中国电源监控行业市场规模约为10.57亿元，同比增长6.02%。 相关上市企业：茂硕电源（002660）、欧陆通（300870）、海康威视（002415）、大华股份 （002236）、英可瑞（300713）、通合电子（300491）、新雷能（300593）、中恒电气（002364） 相关企业：兆易创新科技集团股份有限公司、士兰微电子股份有限公司、斯达半导股份有限公司、比亚 迪半导体股份有限公司、立讯精密工业股份有限公司、中航光电科技股份有限公司、鹏鼎控股股份有限 公司、东山精密制造股份有限公司、广东风华高新科技股份有限公司、厦门法拉电子股份有限公司、宏 发电子股份有限公司、浪潮电子信息产业股份有限公司、汇川技术股份有限公司、浙江中控技术股份有 限公司、中科曙光信息产业股份有限公司 关键词：电源监控、电源监控市场规模、 ...

内容概况：近年来，国家和地方政府出台了一系列政策文件，支持和引导智慧门诊的建设和发展。例 如，《医疗机构门诊质量管理暂行规定》提出医疗机构应当按照不少于日均门诊量0.2%的比例配备门 诊导医人数或智能引导设备数量，并为行动不便的患者提供就医辅助服务。与此同时，随着互联网、大 数据、云计算、物联网、人工智能等技术的不断进步和融合，智慧门诊的技术水平也不断提升。此外， 随着我国人口老龄化、慢性病发病率上升、医疗资源不平衡等问题的加剧，智慧门诊作为一种能够提供 便捷、高效、优质的门诊服务的模式，受到了越来越多患者和医疗机构的青睐。数据显示，2019-2024 年中国智慧门诊行业市场规模从3.17亿元增长至35.87亿元，年复合增长率为62.41%。智慧门诊是未来 医疗发展的重要趋势之一，它将智能化技术和医疗服务相结合，提高了医疗质量和效率，为患者提供了 更加便捷、高效、个性化的服务体验。随着技术的不断进步和应用范围的拓展，智慧门诊的前景将会越 来越广阔。预计2025年中国智慧门诊行业市场规模将增长至59.5亿元。 相关上市企业：寒武纪（688256）、科大讯飞（002230）、商汤-W（00020）、阿里巴巴-W ...

内容概要：BIOT解决方案的核心目标是打破生物研发、生产制造、质量控制和供应链管理之间的数据 孤岛，实现从"基因到产品"的数据驱动、智能化和可追溯的全生命周期管理。随着BIoT技术优势逐渐凸 显，BIoT解决方案广泛应用于零售及餐饮服务等高频商业领域。以其卓越的技术优势，BIoT解决方案 在物流、能源管理、安全监控等领域也展现出强大潜力。在疫情期间，全球BIoT解决方案市场快速增 长，目前，全球BIoT解决方案市场进入稳定、持续的发展阶段。安卓开放的开发生态系统使全球开发 者能够构建定制化的解决方案。因具有高度兼容性支持广泛的功能，有助于加快其在许多商业使用案例 中的应用，安卓端BIoT解决方案市场逐渐渗透，市场规模持续攀升。2025年，全球BIoT解决方案市场 规模达到2460亿元，安卓BIoT解决方案市场渗透率扩大至15.45%，市场规模达到380亿元。预计2026 年，全球BIoT解决方案市场规模有望达到2580亿元，安卓BIoT解决方案市场渗透率将扩大至17.83%， 市场规模将达到460亿元。 上市企业：新大陆[000997]、百富环球[00327]、斑马技术[ZBRA]、中科英泰[873881] ...

内容概要：植物炭黑以农林废弃物为原料，经热解等工艺制成，具有天然低碳属性，正逐步替代部分传 统炭黑；而传统炭黑以化石燃料为原料，是橡胶、涂料等行业的关键材料。近年来我国炭黑行业规模扩 张，产能集中于山东、山西、河北三省，2024年总产能达902.0万吨/年，产量在经历2022年下滑后，于 2024年回升至666.73万吨，同比增长6.55%。植物炭黑作为细分品类，受环保与食品安全标准提升推 动，加速行业洗牌，市场需求多领域扩容，2024年市场规模达14.8亿元，预计2025年将突破18亿元。当 前，我国植物炭黑企业技术布局呈现原料多元、工艺高端、应用差异化特征，头部企业聚焦高附加值产 品，中小企业主攻中低端领域，同时加速智能化改造。未来，行业将沿技术升级、应用扩容、产业整合 发展，工艺向绿色低碳迭代，应用向多元赛道延伸，产业加速整合，推动高质量发展与全球化进程。 上市企业：黑猫股份（002068.SZ）、金能科技（603113.SH）、联科科技（001207.SZ）、龙星科技 （002442.SZ）、永东股份（002753.SZ） 相关企业：浙江旺林生物科技有限公司、上海海诺炭业有限公司、山东耐斯特炭黑有限公 ...

Core Insights - The peanut seed industry is crucial for oil security and economic development, with the government implementing various policies to support its growth towards quality, intensification, and scale [5][6][8] - China's peanut processing industry is projected to reach a value of 214 billion yuan in 2024, with stable planting areas and increasing consumption [6][7] - The domestic peanut seed market is dominated by local varieties, with imports primarily for research purposes, and a recovery in trade expected in 2025 [9][10] Industry Overview - Peanut seeds are essential oil and economic crops, requiring strict quality standards, including a germination rate of ≥92% and purity of ≥98% [2][3] - The industry is characterized by a high domestic seed ratio of 98.7%, with a focus on high-oil and disease-resistant varieties [9][10] Policy Background - The government has positioned the seed industry as a key component of agricultural development, launching initiatives to enhance breeding innovation and regulatory frameworks [5][6] Current Development Status - China leads globally in peanut production, processing, and trade, with a total production of 19.23 million tons in 2024, accounting for 38.8% of the world's total [7][8] - The planting area remains stable at over 4.7 million hectares, with significant contributions from key provinces [7][8] Consumption Trends - The peanut consumption market is growing steadily, with a compound annual growth rate of 1.48%, driven by diverse applications including oil extraction and direct consumption [8] Import and Export Analysis - The peanut seed trade is characterized by significant fluctuations, with imports and exports expected to rebound in 2025 after a decline in 2024 [9][10] - The average import price has shown considerable volatility, influenced by factors such as scarcity and logistics costs [10] Future Development Trends - The industry is expected to focus on specialized and resilient varieties, with advancements in breeding technology to shorten development cycles [11][12] - A shift towards an integrated and collaborative industry structure is anticipated, enhancing market concentration and service offerings [13] - Continuous policy support and market demand will drive standardization and internationalization efforts, promoting domestic seeds in emerging markets [14]

Core Insights - In November 2025, China's imports of dried and fresh fruits and nuts reached 550,000 tons, marking a year-on-year increase of 9.2% with an import value of $1.118 billion, up 18.8% from the previous year [1] - In the same month, China's exports of dried and fresh fruits and nuts totaled 740,000 tons, reflecting a year-on-year growth of 21.9%, with an export value of $959 million, which is an increase of 22.6% year-on-year [1] Import Data - The import quantity of dried and fresh fruits and nuts in November 2025 was 550,000 tons [1] - The import value for the same category was $1.118 billion [1] - The year-on-year growth rates for imports were 9.2% in quantity and 18.8% in value [1] Export Data - The export quantity of dried and fresh fruits and nuts in November 2025 was 740,000 tons [1] - The export value for this category was $959 million [1] - The year-on-year growth rates for exports were 21.9% in quantity and 22.6% in value [1]