上市企业：阳光乳业（001318），皇氏集团（002329），贝因美（002570），麦趣尔（002719），燕塘 乳业（002732），庄园牧场（002910），新乳业（002946），西部牧业（300106），品渥食品 （300892），熊猫乳品（300898），海融科技（300915），天润乳业（600419），三元股份 （600429），光明乳业（600597），妙可蓝多（600882），伊利股份（600887），一鸣食品 （605179），佳禾食品（605300），骑士乳业（832786） 数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国乳制品行业市场调查研究及发展前景规划报告》 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。 根据中国海关数据显示：2025年9月中国乳品进口数量为18万吨，同比下降3.2%，进口金额为9.57亿美 元，同比增长10.8%。 近 ...

上市企业：燕京啤酒（000729），青岛啤酒（600600），珠江啤酒（002461），重庆啤酒（600132）， 惠泉啤酒（600573） 近一年中国啤酒出口情况统计图 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《2025-2031年中国无醇啤酒行业市场行情动态及竞争战略分析报告》 根据中国海关数据显示：2025年9月中国啤酒进口数量为0.28亿升，同比下降22.2%，进口金额为0.4亿 美元，同比下降18.2%，2025年9月中国啤酒出口数量为0.65亿升，同比增长4.1%，出口金额为0.43亿美 元，同比下降1.4%。 近一年中国啤酒进口情况统计图 数据来源：中国海关，智研咨询整理 ...

相关报告：智研咨询发布的《2025-2031年中国牛肉行业市场全景评估及投资前景规划报告》 数据来源：中国海关，智研咨询整理 根据中国海关数据显示：2025年9月中国牛肉进口数量为32万吨，同比增长44.8%，进口金额为17.4亿美 元，同比增长69%。 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。 近一年中国牛肉进口情况统计图 ...

Group 1 - The core viewpoint of the article highlights the significant growth in China's sugar imports, with a notable increase in both quantity and value in September 2025 compared to the previous year [1][2] - According to data from Chinese customs, the sugar import volume reached 550,000 tons in September 2025, representing a year-on-year increase of 35.8% [1] - The import value for the same period was $23.5 million, reflecting a year-on-year growth of 12.1% [1] Group 2 - The report titled "2025-2031 China Sugar Industry Market Panorama Assessment and Investment Prospect Planning" by Zhiyan Consulting provides insights into the future of the sugar industry in China [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [2]

Core Viewpoint - The report by Zhiyan Consulting highlights the competitive landscape and investment recommendations for the Chinese milk powder industry from 2025 to 2031, indicating a growth trend in imports and market dynamics [1] Import Data Summary - In September 2025, China's milk powder imports reached 40,000 tons, representing a year-on-year increase of 10% [1] - The import value for the same period was $51 million, showing a year-on-year growth of 14.5% [1] Industry Insights - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decision-making [1] - The firm emphasizes its commitment to delivering high-quality services and market insights, aiming to empower investment decisions through tailored industry solutions [1]

相关报告：智研咨询发布的《2025-2031年中国棉花行业市场竞争态势及未来前景展望报告》 根据中国海关数据显示：2025年9月中国棉花进口数量为10万吨，同比下降18.7%，进口金额为1.7亿美 元，同比下降26.4%。 近一年中国棉花进口情况统计图 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。 ...

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9月中国帽类出口数量为12.46亿个，同比增长7.6%，出口金额为4.47亿 美元，同比下降3.6%。 近一年中国帽类出口情况统计图 相关报告：智研咨询发布的《2025-2031年中国帽子行业市场竞争力分析及发展前景展望报告》 ...

Group 1 - The core viewpoint is that China's per capita disposable income is increasing, leading to a rise in service consumption expenditure as a proportion of total consumption [1] - Per capita disposable income in China rose from 30,733 yuan in 2019 to 41,314 yuan in 2024, with a CAGR of 6.10% [1] - The proportion of per capita service consumption expenditure in total consumption increased from 42.61% in 2020 to 46.11% in 2024 [1] Group 2 - Consumers are shifting from material consumption to a pursuit of spiritual life, reflected in the growth of tourism and cultural industries [2] - The emotional economy market in China is steadily increasing, with a projected market size of 23,077.67 billion yuan in 2024, expected to grow to 27,185.50 billion yuan in 2025, representing a year-on-year growth of 17.80% [2] - The emotional consumption market is categorized into three main types: strong stickiness consumption, social consumption, and self-pleasing consumption [3] Group 3 - Investment recommendations suggest embracing new home appliances with emotional value, focusing on three areas: panoramic/action cameras, robotic vacuum cleaners, and kitchen small appliances [4] - The market for handheld smart imaging devices, such as panoramic and action cameras, is expected to enter a high growth phase, driven by consumer demand for emotional and experiential consumption [5] - The robotic vacuum cleaner segment is experiencing rapid growth, with domestic brands expanding their global market share, indicating a shift towards technology-driven emotional value in home cleaning [7] - Kitchen small appliances, such as coffee machines and juice makers, are expected to grow due to their health, convenience, and social attributes, with a focus on emotional value [8]

内容概况：铅玻璃作为一种重要的特种玻璃，广泛应用于医疗、工业防护、建筑装饰和艺术装饰等领 域。2024年，中国铅玻璃行业市场规模约为3.58亿元，同比增长5.92%。在医疗领域，随着医疗设备的 更新换代和医院建设的加速，对铅玻璃的需求持续增加。特别是在X射线室、CT室等场所，铅玻璃作为 辐射防护材料，其重要性不言而喻。此外，工业防护领域对铅玻璃的需求也在稳步上升，尤其是在核工 业和电子元器件制造等领域。 相关上市企业：豫光金铅（600531）、南玻股份（000012） 相关企业：中国铝业股份有限公司、安徽确成硅化学有限公司、常州科纳达新材料科技有限公司、东旭 光电科技股份有限公司、大连沃必沃矿业有限公司、山东德盛新材料有限公司、洛阳北方玻璃技术股份 有限公司、洛阳兰迪玻璃机器股份有限公司、斯坦德检测集团股份有限公司、山东省药用玻璃股份有限 公司 关键词：铅玻璃、铅玻璃市场规模、铅玻璃行业现状、铅玻璃发展趋势 一、行业概述 铅玻璃是一种在普通玻璃成分基础上添加了氧化铅（PbO）的特种玻璃。其化学组成遵循通式：RmOn- PbO-SiO₂(B₂O₃)，其中SiO₂（B₂O₃）是构成玻璃网络结构的基本单元，RmOn ...

Core Viewpoint - The recycling of retired wind and solar equipment contains a significant amount of recyclable resources, which can promote resource circulation, reduce dependence on primary resources, and support green low-carbon development [1][4]. Industry Overview - The recycling of retired wind and solar equipment, also known as wind and solar equipment recycling, involves dismantling and resource utilization of retired wind and solar devices to recover valuable materials and components [2][3]. - The global recycling market for retired wind and solar equipment is expected to grow, with the market size reaching 14.51 billion yuan in 2024, where Asia accounts for 45.01%, Europe for 35.35%, and North America for 12.20% [5]. Current Status of the Industry - In China, the total amount of retired wind equipment is projected to be 200 MW and retired solar equipment 420 MW in 2024, with a peak in retirements expected in 2025 [6]. - The recycling volume of retired wind and solar equipment in China is expected to reach 5.56 million tons in 2024, a year-on-year increase of 221.4%, with a total recoverable value of 386 million yuan [6]. Industry Chain - The recycling industry chain includes upstream equipment retirement, midstream dismantling and processing, and downstream remanufacturing and reuse [6][7]. Competitive Landscape - The Chinese recycling industry is in its early stages, characterized by decentralization and regionalization, with no national leading enterprises yet established [8]. - Key participants include third-party environmental companies (e.g., GreenMe, Dongjiang Environmental), equipment manufacturers extending their business (e.g., Longi Green Energy, Goldwind Technology), and power generation group affiliates [8]. Development Trends - As the largest country in terms of installed wind and solar capacity, China is expected to see a rigid growth trend in retirements, providing long-term stable demand for the recycling industry [8]. - By 2031, the market size for recycling retired wind and solar equipment in China is projected to reach 37.186 billion yuan, with solar equipment accounting for 30.492 billion yuan and wind equipment for 6.694 billion yuan [9].