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2026年中国高带宽内存(HBM)行业政策、产业链、出货量、收入规模、竞争格局及发展趋势:行业正处于快速发展阶段,价值量占比在进一步提升[图]
Chan Ye Xin Xi Wang· 2026-02-03 01:28
Core Insights - The global High Bandwidth Memory (HBM) market is experiencing rapid growth, with shipments expected to increase from 1.5 billion gigabytes (GB) in 2023 to 5.7 billion GB by 2026, and revenues projected to rise from $4.35 billion in 2023 to $50 billion in 2026 [6][7][8]. HBM Industry Definition and Advantages - HBM is a high-performance semiconductor memory based on 3D stacking technology, offering high bandwidth and energy efficiency, primarily used in high-performance computing and networking applications [1][4]. - HBM has four main advantages over traditional DRAM: high bandwidth, high capacity, low power consumption, and small size [2][3]. HBM Industry Development Status - HBM technology is becoming a standard for AI acceleration cards (GPUs, TPUs, etc.), with its value share continuing to increase [4][6]. - The demand for HBM is driven by the needs of AI and high-performance computing, with significant growth expected in the coming years [6][10]. HBM Industry Chain - The HBM industry chain includes upstream materials (electrolytes, precursors, IC substrates) and semiconductor equipment (lithography machines, etching machines), with midstream focusing on HBM production and downstream applications in AI, data centers, and high-performance computing [8][9]. HBM Industry Competitive Landscape - The global HBM market is dominated by foreign manufacturers, with SK Hynix holding a 53% market share, followed by Samsung at 38% and Micron at 9% [14][15]. - Domestic companies in China, such as Changxin Memory, Changdian Technology, and others, are making significant progress in the HBM supply chain, aiming to increase local production capabilities [15][16]. HBM Industry Development Trends - HBM is positioned as a critical hardware component for AI and high-performance computing, with its unique 3D stacked structure providing superior bandwidth compared to traditional memory solutions [16][17]. - The future memory landscape will be heterogeneous, with HBM focusing on training scenarios, while other memory types will cater to specific workloads, creating a diverse memory ecosystem for the AI era [17].
研判2026!中国钙钛矿电池行业产业链、产能、市场规模、重点企业布局情况及发展趋势分析:应用范围十分宽广,市场规模有望突破100亿元[图]
Chan Ye Xin Xi Wang· 2026-02-03 01:28
上市企业:天合光能[688599]、通威股份[600438]、晶澳科技[002459]、阿特斯[688472]、宁德时代 [300750]、中国石油[601857] 内容概要:钙钛矿电池作为一种新兴电池,在效率提升和降本方面的潜力都非常巨大,并且其应用范围 也十分宽广。中国在钙钛矿电池领域的研究起步相对较晚,但迅速取得了显著的进展。随着技术瓶颈的 突破,GW级产线的陆续投运、制备工艺的不断成熟和产业链的日益完善,部分成果已获得商业支持, 正在进行初步产业转化,市场进一步释放。据统计,2025年我国钙钛矿电池市场规模增长至37.5亿元, 新增产能达4GW;预计2026年我国钙钛矿电池市场规模有望突破100亿元,新增产能有望达到161GW。 相关企业:协鑫光电、纤纳光电、极电光能、仁烁光能、万度光能、隆基绿能、品科能源、正泰新能京 东方、中国中核、明阳智能、比亚迪、欧洲薄膜太阳能电池研究联盟(Solliance)、德国柏林科技大学、 德国海姆霍兹柏林材料所(HZB)、韩国蔚山科学技术大学(UNIST)、美国北卡罗来纳州立大学黄劲松课 题组、中科院半导体研究所-游经碧、瑞士洛桑联邦理工大学(EPFL)、美国加州大学 ...
研判2026!中国量子雷达行业分类、市场现状、相关企业及发展趋势分析:量子雷达军民融合,开启商业化新篇章[图]
Chan Ye Xin Xi Wang· 2026-02-03 01:28
内容概况:量子雷达市场目前处于军用主导的初期阶段,美、中、欧为竞争核心地区,数据显示,2025 年全球量子雷达市场销售额约1.4亿美元。在军事领域,量子雷达被视为未来反隐身、抗干扰和获取信 息优势的战略性技术,其强大的探测潜力获得了广泛关注。与此同时,民用市场的探索已先行一步。以 光量子雷达为代表的细分技术,已在环境监测、气象测绘等民用领域实现初步落地。这种军民融合的发 展路径,为技术迭代和成本优化提供了双重驱动力。 相关上市企业:国睿科技(600562)、光韵达(300227)、国盾量子(688027) 相关企业:中国同辐股份有限公司、河南黄河旋风股份有限公司、武汉锐科光纤激光技术股份有限公 司、中芯国际集成电路制造有限公司、中科富海科技股份有限公司、昆山新莱洁净应用材料股份有限公 司、北京中科三环高技术股份有限公司、中国航空工业集团公司、杭州海康威视数字技术股份有限公 司、航天宏图信息技术股份有限公司、中国石油天然气集团有限公司 关键词:量子雷达、量子雷达市场规模、量子雷达行业现状、量子雷达发展趋势 一、行业概述 量子雷达是一种利用量子物理原理(如量子纠缠、量子叠加态)来探测、识别目标信息的新型雷达系 统 ...
趋势研判!2026年中国软包装复合膜行业政策汇总、产业链、发展现状、竞争格局和未来趋势:行业应用领域不断拓宽,市场规模持续上涨[图]
Chan Ye Xin Xi Wang· 2026-02-03 01:15
Core Insights - The soft packaging composite film industry has achieved significant development driven by technological innovation and market demand, with a projected market size growth from 19.855 billion yuan in 2015 to 47.317 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 9.1% [1][8]. Industry Overview - Soft packaging composite films are functional films made from flexible materials such as plastics, aluminum foil, and paper, characterized by high barrier properties, tear resistance, and lightweight features, primarily used to extend product shelf life and enhance packaging efficiency [3]. - The industry is influenced by increasing consumer demands for safety, environmental sustainability, and functionality in packaging products, alongside government policies promoting circular economy and biodegradable materials [1][4]. Industry Chain - The soft packaging composite film industry chain consists of upstream raw material suppliers, midstream manufacturing enterprises, and downstream application sectors, with plastic films being a primary raw material [6]. - The production of plastic films in China reached 16.9536 million tons in 2023, showing a slight increase of 0.1% year-on-year, with expectations to surpass 17 million tons in 2024, ensuring supply for the soft packaging composite film sector [6]. Competitive Landscape - The competitive landscape includes both international companies like DuPont and BASF, which leverage strong technological capabilities and brand influence, and domestic firms such as Yongxin Co. and Hongyu Packaging, which capitalize on cost advantages and regional characteristics [9]. - Yongxin Co. reported a revenue of 2.706 billion yuan in the first three quarters of 2025, a year-on-year increase of 6.56%, while Hongyu Packaging achieved 283 million yuan in revenue for its composite packaging products in the first half of 2025, up 3.92% year-on-year [9][10]. Development Trends - Market demand for soft packaging composite films is expected to continue growing, particularly in the food, beverage, and cosmetics sectors, with applications expanding into industrial and agricultural packaging [10]. - The industry is witnessing advancements in new materials and processes, such as solvent-free and multi-layer co-extrusion technologies, which enhance production efficiency and product stability [11]. - Increasing consumer demand for diverse and personalized packaging solutions is driving innovation within the industry, prompting the development of safer and more environmentally friendly packaging options [12].
趋势研判!2026年中国光通信测试仪器‌市场政策、产业链全景、发展现状及未来发展趋势分析:发展动能持续强劲,2029年规模将突破65.9亿元[图]
Chan Ye Xin Xi Wang· 2026-02-03 01:15
内容概要:光通信测试仪器是保障光纤通信系统高效运行的关键工具,贯穿光通信产品全生命周期。作 为国家战略性新兴产业,其受政策大力扶持,从技术研发到市场应用构建了完整扶持体系。电子测量仪 器市场因下游行业扩容与技术升级稳步增长,全球规模从2020年100.8亿美元增至2024年129.3亿美元, 中国同期从238.5亿元增至353.8亿元,预计2029年达540.9亿元。光通信测试仪器作为其核心细分品类, 全球市场因数据流量增长带动光模块需求,规模从2024年9.5亿美元预计增至2029年20.2亿美元;中国市 场同样快速发展,2024年达33.0亿元,预计2029年攀升至65.9亿元。数据中心成光模块核心应用场景, 数通光模块迭代加速,为光通信测试仪器带来广阔空间。未来,中国光通信测试仪器行业将向技术高端 化、国产自主化、场景多元化演进,加速升级、突破进口依赖、拓展新兴领域,打开行业增长新空间。 上市企业:光迅科技(002281.SZ)、广立微(301095.SZ)、普源精电(688337.SH)、鼎阳科技 (688112.SH) 相关企业:北京中创信测科技股份有限公司、苏州联讯仪器股份有限公司、致茂电子(苏州 ...
2025年12月全国菜椒(中等)集贸市场价格当期值10.5元/公斤,同比增长25.3%
Chan Ye Xin Xi Wang· 2026-02-02 05:17
近一年全国菜椒(中等)集贸市场价格统计图 相关报告:智研咨询发布的《2026-2032年中国蔬菜种植行业市场运行态势及发展战略研究报告》 2025年12月,全国菜椒(中等)集贸市场价格当期值为10.5元/公斤,比2025年11月上涨0.7元/公斤,环 比增长7.2%,增幅增加0.7个百分点,同比增长25.3%,增幅增加13.9个百分点。 数据来源:国家统计局 ...
2025年12月全国四季豆(中等)集贸市场价格当期值13.69元/公斤,同比增长12.6%
Chan Ye Xin Xi Wang· 2026-02-02 05:17
相关报告:智研咨询发布的《2026-2032年中国蔬菜种植行业市场运行态势及发展战略研究报告》 近一年全国四季豆(中等)集贸市场价格统计图 数据来源:国家统计局 2025年12月,全国四季豆(中等)集贸市场价格当期值为13.69元/公斤,比2025年11月上涨0.45元/公 斤,环比增长3.3%,降幅减少4个百分点,同比增长12.6%,降幅减少1.3个百分点。 ...
2025年12月全国红富士苹果(中等)集贸市场价格当期值11.8元/公斤,同比增长8%
Chan Ye Xin Xi Wang· 2026-02-02 05:17
Core Insights - The price of medium-grade Red Fuji apples in the national wholesale market was 11.8 yuan per kilogram in December 2025, reflecting a decrease of 0.05 yuan per kilogram from November 2025, which is a month-on-month decline of 0.4% [1] - Year-on-year, the price increased by 8%, with the decline in month-on-month growth rate reducing by 0.3 percentage points [1] Price Trends - The price of medium-grade Red Fuji apples showed a month-on-month decrease, indicating potential market fluctuations [1] - The year-on-year increase suggests a positive trend in demand or market conditions for Red Fuji apples over the past year [1] - The statistical data indicates a growing market interest, as evidenced by the increase in year-on-year price [1]
2025年12月全国花生仁(中等)集贸市场价格当期值13.86元/公斤,同比下滑1.5%
Chan Ye Xin Xi Wang· 2026-02-02 05:10
近一年全国花生仁(中等)集贸市场价格统计图 相关报告:智研咨询发布的《2026-2032年中国农产品加工行业市场全景调查及投资策略研究报告》 2025年12月,全国花生仁(中等)集贸市场价格当期值为13.86元/公斤,比2025年11月下降0.01元/公 斤,环比保持一致,降幅减少0.1个百分点,同比下滑1.5%,增幅增加0.5个百分点。 数据来源:国家统计局 ...
2025年12月全国西红柿(中等)集贸市场价格当期值11.4元/公斤,同比增长50.1%
Chan Ye Xin Xi Wang· 2026-02-02 05:10
相关报告:智研咨询发布的《2026-2032年中国蔬菜种植行业市场运行态势及发展战略研究报告》 2025年12月,全国西红柿(中等)集贸市场价格当期值为11.4元/公斤,比2025年11月上涨1.9元/公斤, 环比增长20%,增幅增加7.1个百分点,同比增长50.1%,增幅增加34.5个百分点。 近一年全国西红柿(中等)集贸市场价格统计图 数据来源:国家统计局 ...