相关报告：智研咨询发布的《2026-2032年中国通信设备行业市场行情监测及发展趋向研判报告》 上市公司：中国长城（000066），浪潮信息（000977），新大陆（000997），魅视科技（001229），智 微智能（001339），纳思达（002180），证通电子（002197），大华股份（002236），电科网安 （002268），中威电子（300270），智迪科技（301503），中润光学（688307），萤石网络 （688475），三未信安（688489） 根据国家统计局数据可知：2025年11月全国计算机、通信和其他电子设备制造业出口货值为5693.1亿 元，同比下降4%；2025年1-11月全国计算机、通信和其他电子设备制造业累计出口货值为57402.2亿 元，累计同比增长0.5%。 2019年-2025年1-11月全国计算机、通信和其他电子设备制造业出口货值统计图 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。专业的角度、品质化的服 务、敏锐的市场 ...

Core Insights - The fried chicken industry in China is experiencing significant growth, with the market size expected to reach 94 billion yuan in 2024, representing a year-on-year increase of 17.5% [1][10] - The rise in health consciousness among consumers is prompting brands to innovate cooking methods and optimize ingredient ratios, leading to the introduction of healthier products [1][10] Industry Overview - Fried chicken is defined as a food product made from chicken that is processed and deep-fried, characterized by a crispy exterior and tender interior [2] - It can be categorized based on bone presence, flavor profiles, and regional styles, including American, Korean, Japanese, and Chinese fried chicken [2][3] Development History - The evolution of the fried chicken industry in China has transitioned from being a niche product to a mainstream leisure food, with a focus on profitability and brand recognition since 2023 [4] - The industry is witnessing a shift towards health, digitalization, and supply chain collaboration, with leading brands enhancing upstream integration and central kitchen development [4][6] Policy Environment - The Chinese government has implemented various policies to support the development of the restaurant industry, including guidelines for food safety and quality control [6] - Regulations have been established to ensure the safety of chicken production, processing, and distribution, promoting a more standardized and high-quality industry [6] Industry Chain - The upstream of the fried chicken industry includes suppliers of chicken, flour, starch, and seasonings, while the midstream consists of production and brand operators [6][7] - The downstream encompasses various sales channels, including restaurants, retail, and e-commerce platforms, catering to consumer preferences for convenience [6] Consumer Insights - The majority of fried chicken consumers in China are female (52.1%), with over 70% aged between 18-35 years, indicating a strong preference for personalized and convenient dining experiences [8][9] - Afternoon tea is the most popular consumption scenario, followed by late-night snacks and meals, with a significant portion of consumers purchasing fried chicken weekly [8][9] Competitive Landscape - The fried chicken market is highly fragmented, with approximately 9.88 million related enterprises as of November 2025, indicating intense competition [10][11] - Notable brands include Zhengxin Chicken, Linyu Fried Chicken, and various others, with Zhengxin Chicken ranked as the top brand in a recent survey [10][11] Future Trends - The industry is expected to focus on value-driven operations rather than mere expansion, with leading brands optimizing store models and enhancing customer engagement [14] - There will be a shift towards deep innovation in Chinese flavors, with local tastes becoming a central theme in product development [14] - Health-conscious trends will drive brands to adopt new cooking technologies and healthier ingredients, moving away from high-fat perceptions [15] - Supply chain collaboration and digital transformation will become essential, with leading brands establishing strong ties with suppliers and enhancing logistics efficiency [16]

内容概要：精密智造解決方案（PIMS）市场包括零组件、模组及系统集成，其中零组件与模组部分因 其较高的技术复杂性而具有较高的战略重要性。近年来，受益于消费电子、汽车电子、通信与数据中 心、航空航天、高端装备等领域高科技和创新驱动，以及人工智能、先进医疗设备等新兴领域制造工艺 精细化的需求激增，全球精密智造解決方案（PIMS）市场规模呈现持续攀升态势。2025年全球精密智 造解決方案（PIMS）市场规模增长至9.47万亿元，其中，系统集成规模4.92万亿元，占51.91%；零组件 及模组规模4.55万亿元，占48.09%。预计2026年全球精密智造解決方案（PIMS）市场规模有望突破10 万亿元，其中，系统集成规模约5.24万亿元，占52.26%；零组件及模组规模约4.79万亿元，占47.74%。 上市企业：立讯精密[002475]、鸿海精密[2317]、歌尔股份[002241]、蓝思科技[300433]、德赛西威 [002920]、华勤技术[603296]、中际旭创[300308]、信维通信[300136]、中兴通讯[000063] 精密智造解決方案（PIMS）行业分类 二、精密智造解決方案（PIMS）行业发 ...

内容概要：电伴热技术于20世纪70年代末率先在美国众多工业部门广泛使用，并经过几十年的发展成为 全球工业伴热领域最主要的伴热方式，其应用前景也趋于广泛，目前已在众多领域的过程伴热、防凝防 冻、工艺加热等环节得到应用，并在逐步替代蒸汽伴热产品。2024年全球电伴热市场规模增长至62.8亿 美元，2025年约为69.2亿美元，预计2026年有望达到75.7亿美元。北美、欧洲等地区工商业发达，城镇 化水平高，主要国家低温天数较多，成为全球电伴热主要销售市场。预计2024-030年的期间，北美和欧 洲地区预计将占据较大的市场份额，其中北美约占40%，而欧洲则紧随其后，约占35的。近年来，随着 中国制造业迅速发展，基础设施建设不断提升，对电伴热产品需求不断增加。2024年中国电伴热市场实 现了快速增长，市场规模增长到62亿元，2025年约为70.9亿元，预计2026年中国电伴热市场规模有望达 到79.8亿元。 上市企业：安邦股份（870123）、科阳新材(835098)、大铭新材(830998)、安邦股份(872724)、佳宏新材 （874867） 久盛电气（301082） 相关企业：安徽环瑞电热器材有限公司、芜湖佳宏 ...

Industry Overview - The cloud gimbal module industry in China is experiencing rapid growth and technological iteration, with the market size continuously expanding. The industry chain has evolved from traditional mechanical rotation to high precision, miniaturization, and networking, particularly with the integration of cutting-edge technologies like 5G communication and edge computing, significantly enhancing system response speed, stability, and intelligence levels. The market size of the cloud gimbal module industry is expected to reach approximately 1.258 billion yuan in 2024, representing a year-on-year growth of 6.97% [1][7]. Industry Chain - The upstream of the cloud gimbal module industry chain includes raw materials and components such as aluminum alloy, carbon steel, stainless steel, carbon fiber, glass fiber, plastics, resins, sensors, motors, chips, batteries, controllers, and bearings. The midstream involves the production and manufacturing of cloud gimbal modules, while the downstream applications are primarily in smart home, drones, and security monitoring sectors [4]. Market Size - The cloud gimbal module industry is in a golden period of high-speed growth and technological iteration, with a continuous expansion of market size. The integration of advanced technologies has greatly improved system performance. The market size is projected to be around 1.258 billion yuan in 2024, with a year-on-year increase of 6.97% [7][8]. Key Companies' Performance - The market concentration in the cloud gimbal module industry is increasingly leaning towards technology leaders. Hikvision and Dahua Technology dominate the security monitoring sector, with Hikvision achieving a revenue of 65.758 billion yuan in the first three quarters of 2025, a year-on-year increase of 1.18%, and a net profit of 9.319 billion yuan, up 14.94% [8]. Dahua Technology reported a revenue of 22.913 billion yuan, a growth of 2.06%, and a net profit of 3.535 billion yuan, increasing by 38.92% [11]. Industry Development Trends 1. AI Empowerment: The core value of cloud gimbal modules is shifting from providing mechanical stability to becoming intelligent perception terminals integrated with artificial intelligence. This includes upgrades in software algorithms and the integration of multiple hardware functions for comprehensive environmental perception [12]. 2. Deepening Application Scenarios: Market demand is transitioning from generic products to precise vertical solutions, driven by the rise of professional content creation and complex industrial applications. This shift emphasizes the need for integrated solutions that combine hardware, algorithms, and industry applications [12]. 3. Collaborative Innovation: The future of the industry will focus on "industry collaboration" and "ecosystem building," moving away from isolated efforts. Organizations like the "Unmanned Systems Intelligent Vision Alliance" are emerging to integrate various components of the industry, enhancing competitive advantages for companies that can establish deep cooperative relationships [13].

Industry Overview - The automotive gateway serves as the core data interaction hub in the vehicle's electronic architecture, acting as the "nervous system" or "translator" for different networks [2] - The automotive gateway market in China is projected to reach approximately 7.7 billion yuan in 2024, with a year-on-year growth of 22.22% [1][5] - The industry is transitioning from a traditional distributed ECU architecture to a domain-centralized/area architecture, driven by the evolution of automotive electronic and electrical architecture [1][5] Industry Chain - The upstream of the automotive gateway industry chain includes essential components such as chips, microprocessors, and communication modules [4] - The midstream involves the production and manufacturing of automotive gateways, while the downstream primarily consists of automotive OEMs, which directly influence market size and technology routes [4] - Recent government policies have supported the integrated circuit industry, significantly reducing costs and stimulating capacity expansion [4] Market Size - The automotive gateway is crucial in the wave of automotive intelligence, with its market size expected to grow significantly as the demand for cross-domain communication and protocol conversion increases [1][5] - The demand for high-performance gateways is driven by the rise of new energy vehicles and the proliferation of intelligent driving technologies [5] Key Companies Performance - Neusoft Group has established itself as a leader in automotive electronic software and information security, with a focus on "software-defined security" [7] - Beijing Jingwei Hirain Technologies has become a dominant player in the automotive gateway industry, offering a comprehensive product line that supports various protocols and advanced features [8] - Both companies have shown significant revenue growth, with Neusoft Group reporting a revenue of 7.49 billion yuan in the first three quarters of 2025, while Jingwei Hirain reported 4.46 billion yuan, reflecting their competitive positions in the market [7][8] Industry Development Trends - The automotive gateway is evolving towards a "vehicle server," integrating stronger computing power and service-oriented architecture (SOA) capabilities [9] - There is a shift towards edge computing and high-bandwidth networks to meet the demands of higher-level autonomous driving, with vehicle Ethernet transitioning from gigabit to 10-gigabit speeds [9] - A comprehensive security system is being developed, moving beyond simple encryption to a multi-layered defense architecture that includes collaboration among automakers, chip manufacturers, software companies, and cloud service providers [10]

Industry Overview - The Chinese heating equipment industry has experienced robust growth driven by rising living standards and supportive government policies. Consumer demand has shifted from basic heating functions to higher energy efficiency, smart control, and environmental features [1][5] - The market size of China's heating equipment industry is projected to grow from 40.082 billion yuan in 2020 to 62.101 billion yuan in 2024, with a compound annual growth rate (CAGR) of 11.57%. By 2025, the market size is expected to reach 68.656 billion yuan [1][9] Policy Support - National policies in energy conservation and clean energy have created a favorable environment for technological upgrades and market expansion in the heating equipment sector. For instance, initiatives promoting sewage source heat pump technology and clean heating solutions are being implemented [5][11] - The continuous expansion of urban centralized heating areas, which grew from 8.309 billion square meters in 2017 to 12.094 billion square meters in 2024, provides a solid market demand foundation for the heating equipment industry, with a CAGR of 5.51% [5][6] Industry Chain - The heating equipment industry chain consists of upstream raw materials and components, including steel, copper, aluminum, and various other materials. The midstream involves the manufacturing of heating equipment, while the downstream includes applications in sectors like real estate [6][7] - Key raw materials such as steel, copper, and aluminum are essential for constructing core structures and functional components of heating equipment. The production of these materials has been increasing, with steel output rising from 1.05 billion tons in 2017 to 1.4 billion tons in 2024, and copper output increasing from 1.867 million tons to 2.350 million tons in the same period [7][8] Market Trends - The heating equipment industry is moving towards higher efficiency, environmental sustainability, and smart technology integration. Future trends include the deep integration of heating systems with renewable energy sources, such as heat pumps and solar energy, to achieve near-zero carbon operations [11][12] - The industry is also expected to see advancements in smart technology, transitioning from automated control of individual devices to autonomous decision-making and collaborative optimization across entire heating systems [12][13] - Customization and diversification of heating solutions will be key, with tailored products and services designed for different climates, building types, and user needs, enhancing overall energy efficiency and user experience [13][14] Key Companies - Major players in the industry include international brands like Vaillant, Bosch, and Ariston, which dominate the high-end market, and domestic leaders like Wanhe and Sunflower, which focus on mid-range and mass-market segments [9][10] - Wanhe Electric, a notable company in the heating equipment sector, reported a revenue of 5.524 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 5.54% [10][11]

Core Viewpoint - The wave-absorbing materials industry in China is experiencing unprecedented growth opportunities driven by the proliferation of 5G/6G communication technologies, explosive growth in the electric vehicle industry, and accelerated modernization of national defense. The market size is projected to grow from 9.2 billion yuan in 2019 to 15.2 billion yuan by 2024, with a compound annual growth rate (CAGR) of 10.6% [1][6]. Industry Overview - Wave-absorbing materials are designed to absorb or significantly reduce electromagnetic wave energy, thereby minimizing interference. They are required to have high absorption rates across a wide frequency range, as well as lightweight, temperature resistance, moisture resistance, and corrosion resistance [2][3]. - The classification of wave-absorbing materials includes absorption-type, interference-type, and various loss mechanisms such as resistive, dielectric, and magnetic loss types [2]. Industry Value Chain - The upstream raw materials for wave-absorbing materials include non-ferrous metals such as iron, copper, nickel, chromium, silicon, titanium, and aluminum. The midstream involves the production and manufacturing of wave-absorbing materials, while the downstream applications span electric vehicles, 5G communication, consumer electronics, and photovoltaic energy storage [3][4]. Current Industry Status - The global market for wave-absorbing materials is on an upward trend, expected to reach 6.138 billion USD by 2024, reflecting a year-on-year increase of 6.8%. This growth is primarily driven by demand in military, aerospace, communication, and electronic information sectors [5][6]. Competitive Landscape - Historically, the wave-absorbing materials market has been dominated by foreign manufacturers such as ARC, 3M, DuPont, Henkel, TDK, and NEC. However, domestic companies in China are advancing technologically, with firms like Shenzhen Feirongda Technology Co., Ltd., Beikong Technology Co., Ltd., and others achieving competitive product standards [7][8]. Industry Development Trends 1. **Performance Improvement**: Future developments will focus on enhancing performance in high-frequency absorption, wide frequency coverage, and multifunctional integration. The rise of 5G/6G communication and millimeter-wave radar technologies necessitates materials that maintain excellent absorption performance at high frequencies [9]. 2. **Application Expansion**: Initially used in military applications, wave-absorbing materials are now extending into civilian sectors, including smart vehicles and IoT, where they help mitigate electromagnetic interference and enhance system reliability [10][11]. 3. **Green and Intelligent Transformation**: The industry is moving towards smart manufacturing and green production practices, emphasizing the use of eco-friendly raw materials and low-emission processes, such as water-based coating technologies [12].

二、畜牧机械制造行业发展历程 内容概况：畜牧机械制造业是为满足农场、养殖场等各类畜牧业经营活动需求，通过提供专业机械设备 与技术支持的行业。我国畜牧机械制造业自起步以来，经历了从模仿国外产品到结合本土农业实情进行 自主研发制造的转型，并随着畜牧业日益集中化与规模化而步入高速发展阶段。2021年，受下游养殖行 业周期性波动影响，行业营收规模较2020年出现小幅下滑，降至271.87亿元，同比下降2.87%。自2022 年起，随着下游畜牧业景气度回暖，行业营收规模开始恢复增长，2024年达到305.8亿元，同比增长 4.15%。展望未来，在畜牧业持续向规模化、集约化、自动化与智能化方向加速推进的背景下，我国畜 牧机械制造行业将迎来广阔的发展空间，预计2025年行业营收规模将进一步提升至315.83亿元。 上市企业：华菱钢铁（000932）、宝钢股份（600019）、安阳钢铁（600569）、海南橡胶（601118）、 中策橡胶（603049）、金发科技（600143）、国恩股份（002768）、普利特（002324）、中联重科 （000157）、一拖股份（601038）等 相关企业：新疆新研牧神科技有限公司、北京 ...

Core Viewpoint - The report highlights the growth in China's high-speed train production, indicating a significant increase in output and market potential for related companies in the industry [1] Group 1: Industry Overview - According to the National Bureau of Statistics, the production of China's high-speed trains reached 206 units in November 2025, representing a year-on-year increase of 24.1% [1] - From January to November 2025, the cumulative production of high-speed trains in China was 1,722 units, showing a cumulative growth of 9.3% [1] Group 2: Companies Involved - Listed companies in the high-speed rail sector include China CRRC (601766), China Railway Signal & Communication (688009), and others such as Thinking Rail Control (603508) and Beijing-Shanghai High-Speed Railway (601816) [1] - The report by Zhiyan Consulting provides strategic analysis and market outlook for the high-speed rail industry from 2026 to 2032, indicating a focus on operational patterns and future prospects [1]