上市企业：金房能源（001210）、龙源电力（001289）、北京科锐（002350）、京能热力（002893）、 万邦达（300055）、潜能恒信（300191）、天壕能源（300332）、双杰电气（300444）、新雷能 （300593）、新特电气（301120） 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年3月，北京市发电36.8亿千瓦时，同比增长1.4%。2025年1-3月，北京市发电131.8亿千瓦时，同比 增长0.6%。分品种看，2025年1-3月，北京市火力发电量127.4亿千瓦时，占总发电量的96.7%，同比下 滑0.1%；北京市水力发电量3.4亿千瓦时，占总发电量的2.6%，同比增长34.3%；北京市核能发电量0亿 千瓦时，占总发电量的0%，同比下滑0%；北京市风力发电量0.5亿千瓦时，占总发电量的0.4%，同比增 长13.8%；北京市太阳能发电量0.47亿千瓦时占总发电量的0.4%，同比增长18.2%。 附注 统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以 ...

Core Viewpoint - The seismic isolation and damping technology is increasingly important in the construction industry, especially in earthquake-prone areas, with significant market growth driven by national policies and urbanization [1][6][10]. Industry Overview - Seismic isolation and damping technology effectively reduces seismic energy transmitted to buildings, with damping techniques lowering seismic effects by 20%-30% and isolation techniques by 50%-80% [4][6]. - The market size for building seismic isolation and damping in China is projected to grow from 600 million yuan in 2017 to 6.423 billion yuan in 2024, with expectations to reach 15 billion yuan by 2026 [1][10]. Policy Support - The "Construction Engineering Seismic Management Regulations" implemented in September 2021 marks a shift from encouragement to mandatory application of seismic isolation technology in public buildings in high seismic risk areas [6][10]. - Local governments are also promoting the application of seismic isolation technology, with various regions establishing their own regulations to support this initiative [10][18]. Market Dynamics - The building seismic isolation industry has high technical barriers and competitive pressures, with companies focusing on optimizing production processes to ensure product quality while reducing costs [12][14]. - Key players in the industry include Zhenan Technology, Tiantie Technology, and Haide Technology, each with unique technological advancements and product offerings [12][14][16]. Future Trends - The application of seismic isolation technology is expected to increase significantly due to policy-driven mandates, with the coverage expanding from 287 districts in 2021 to 648 districts by 2025 [18]. - Innovations in materials and technology are leading to higher reliability and efficiency in seismic isolation products, with a shift towards integrated multifunctional solutions [19][20].

内容概况：电动滑板车具有节约能源，充电快速且续航能力强；整车具有造型美观、可折叠、操作方便 的特点，近几年我国已成为电动滑板车制造大国。骑行电动滑板车体力消耗少、机动灵活，能够满足人 们短距离的出行需求，不仅解决了人们出行"最后一公里"的难题，也在某种程度上为人们提供了别样的 休闲娱乐方式。此外，电动滑板车使用锂电池作为动力，符合世界各国绿色、环保、低碳的政策方向。 由于欧美国家的滑板文化浓郁，加之近几年美国、欧洲流行的共享滑板车风潮逐步提升了人们对电动滑 板车的认知，以及国家纷纷出台电动滑板车的相关准入标准，如美国的UL认证、欧盟的CE认证，有效 引导有资质的企业进入市场，使得行业经营环境不断改善，从而推动电动滑板车行业的发展。数据显 示，2024年全球电动滑板车市场规模约为267.3亿美元，预计2033年市场规模将达到550.1亿美元，年复 合增长率为8.35%。未来全球范围内的电动滑板车市场容量有望进一步提升。 相关上市企业：九号公司（689009）、雅迪控股（01585）、海光信息（688041）、纳芯微 （688052）、韦尔股份（603501）、华虹公司（688347）、江南奕帆（301023）、 ...

内容概要：随着爆炸复合法、厚板轧制法、连续热轧法等生产工艺的不断优化，钛钢复合板的生产效率 显著提高，成本降低，产品质量也得到了提升。这些技术进步使得钛钢复合板在生产过程中更加高效和 经济，进一步推动了其市场应用。此外，我国政府高度重视中国钛钢复合板行业发展，在国家的一些中 长期规划中，将新材料产业作为重点发展领域，钛钢复合板作为新材料的一种，也受到相应的关注和支 持。例如"十四五"规划中，加强了对新材料的支持，为钛钢复合板行业的发展营造了良好的政策环境， 推动行业技术创新和产业升级。近年来，中国钛钢复合板市场规模保持上升趋势，2024年行业市场规模 增长至145亿元，同比上涨11.5%。 相关上市企业：钒钛股份（000629）、宝钛股份（600456）、巨成钛业（871564）、西部材料 （002149）、西部超导（688122）、天工股份（920068）、天力复合（873576）、金天钛业 （688750）、天工股份（920068）、太钢不锈（000825）等。 相关企业：湖南湘投金天科技集团有限责任公司、宝鸡市钛程金属复合材料有限公司等。 关键词：钛钢复合板、钛材、不锈钢、市场规模、营业收入 一、钛钢复 ...

Industry Overview - Ethylene-vinyl acetate copolymer (EVA) is the fourth largest ethylene series polymer, produced through the copolymerization of ethylene and vinyl acetate [2][6] - China's EVA production capacity has grown significantly, from 972,000 tons in 2017 to 2.91 million tons in 2024, with a compound annual growth rate (CAGR) exceeding 30% from 2020 to 2024 [6][8] - The production process in China primarily utilizes tubular and kettle methods, with tubular method accounting for over 65% of production capacity in 2024 [4][6] Production and Demand Trends - China's EVA production has increased from 756,000 tons in 2019 to 2.3835 million tons in 2024, achieving a CAGR of 33.25% [8][10] - However, the growth rate is expected to slow down, with a year-on-year increase of only 10.68% in 2024 due to a slowdown in downstream demand [8][10] - Despite the increase in domestic production, China still relies on imports, with EVA imports decreasing by 34.22% to 915,600 tons in 2024, reflecting improved domestic supply capabilities [10][11] Competitive Landscape - The EVA industry in China is characterized by a "four strong" competitive landscape, with companies like Oriental Rainbow, Zhejiang Petrochemical, Gulei Petrochemical, and Yulin Energy Coal holding significant market shares [13] - In 2024, Oriental Rainbow became the first company to exceed 500,000 tons in production capacity, significantly outpacing its competitors [13][19] Future Outlook - The EVA industry is expected to continue its capacity expansion cycle, with planned capacities exceeding 4 million tons from 2025 to 2028 [11][19] - The industry is likely to transition from a net importer to a net exporter, enhancing China's competitiveness in high-end polymer materials [11][20] - The demand for EVA is expanding into new fields such as photovoltaics and medical applications, with photovoltaic film demand exceeding 50% of total EVA demand [21][20]

内容概要：古法黄金产品做工精细，器物精美，同时蕴含丰富中国经典文化内涵，体现中国特色，已成 为黄金消费领域新兴产品，据统计，2024年我国古法黄金行业市场规模达2101.0亿元，同比增长 39.03%，未来，随着"国潮"风尚日渐流行，更多的年轻一代开始关注中国优秀传统文化和中华传统品 牌、增强对中华文化认同感，古法金传递中华文化美好寓意，且古法黄金珠宝可满足20至30岁年轻人的 审美及保值需求，以及更多元化及个性化的定制需求，市场需求有望进一步扩大。 上市企业：周大福（01929.HK）、老凤祥（600612）、中国黄金（600916）、豫园股份（600655）、 梦金园（02585.HK）、老铺黄金（06181.HK）、周大生（002867）、萃华珠宝（002731）、金一文化 （002721）、潮宏基（002345）、明牌珠宝（002574）、六福集团（00590.HK）、周生生 （00116.HK）、菜百股份（605599）、曼卡龙（300945）、航民股份（600987） 关键词：古法黄金市场政策、古法黄金产业链、古法黄金市场规模、古法黄金竞争格局、古法黄金发展 趋势 一、概述 黄金首饰可根据纯度细分 ...

Core Viewpoint - The new materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, with a projected total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years [1][3][20]. Group 1: Industry Definition and Classification - New materials refer to recently developed or developing structural and functional materials with superior properties. They can be classified into structural materials and functional materials based on their usage, and further categorized into four types: metal materials, inorganic non-metal materials, organic polymer materials, and advanced composite materials [1]. Group 2: Current Development Status - The new materials industry has expanded significantly, with the government focusing on electronic information materials, aerospace materials, new energy materials, and environmentally friendly materials. National high-tech industrial bases for new materials have been established in seven cities [3][5]. Group 3: Market Size and Structure - In 2024, the chemical new materials market is expected to account for approximately 22.08% of the total new materials market in China, while battery new materials will represent about 6.66%. By 2025, these figures are projected to be 21.75% and 6.97%, respectively [7]. Group 4: Competitive Landscape - Major companies in the new materials sector include Lens Technology, Antai Technology, China National Materials, and others, which are enhancing their international competitiveness through technological innovation and market expansion [12][16]. Group 5: Development Trends - The demand for new materials is increasing due to the rapid development of downstream industries such as information technology and new energy. The industry is transitioning towards low-carbon and green development, supported by significant technological advancements [20][23].

Industry Overview - The polyethylene industry in China is transitioning from "scale expansion" to "quality improvement," with a production capacity of 34.31 million tons per year in 2024, representing a year-on-year growth of 5.86% [1][10] - Demand for polyethylene continues to grow in traditional sectors such as packaging, construction, and agriculture, particularly driven by the expansion of e-commerce logistics [1][10] - The diversification of technological routes is leading to an increased share of light hydrocarbon-based polyethylene production due to cost advantages, while coal-to-olefin projects are shifting towards high-end production under policy constraints [1][10] Industry Development History - The development of the polyethylene industry in China has gone through four stages: initial stage (1950s-1970s), rapid development (1980s-2000s), high-speed growth (2001-2010), and structural adjustment and upgrading (2011-present) [4][5][6] - The industry saw significant technological upgrades in the 1980s and 1990s, with the introduction of advanced equipment from Japan and Germany [4] - The entry into the WTO in 2001 led to a surge in exports and the establishment of foreign enterprises in China, further expanding production capacity [5] Industry Chain - The upstream of the polyethylene industry includes raw materials and production equipment, primarily ethylene sourced from crude oil cracking, natural gas, and coal [8] - The midstream involves the manufacturing of polyethylene, while the downstream applications span packaging, construction materials, agricultural films, and more [8] Current Industry Status - The polyethylene market is currently characterized by "high supply, high inventory, and weak demand," with a main settlement price of 7,157.2 yuan per ton as of April 25, 2025 [14] - Despite a year-on-year increase in production capacity, supply has been temporarily tightened due to maintenance of production facilities [14] - The import volume of polyethylene has increased by 6.35% to 363.71 thousand tons, indicating strong domestic demand despite high reliance on imports [12][14] Key Companies' Performance - China Petrochemical Corporation (Sinopec) leads the market with a polyethylene production capacity of 9.02 million tons per year, having developed high-end products that break international monopolies [18] - China National Petroleum Corporation (CNPC) has a capacity of 6.6 million tons per year, focusing on high-end polyethylene products and achieving significant sales growth [20] - The competitive landscape is marked by low market concentration, with state-owned enterprises dominating high-end markets while private enterprises like Zhejiang Petrochemical are rapidly emerging [16][18] Industry Development Trends - The polyethylene industry is expected to continue expanding capacity while optimizing its structure, focusing on high-end product development to meet increasing market demands [22] - Technological innovation and green development are becoming mainstream, with advancements in catalysts and production processes aimed at improving efficiency and reducing costs [23][24] - Market demand is diversifying, with applications expanding into new sectors such as electric vehicles and photovoltaics, prompting companies to enhance product development and international market strategies [25]

Core Viewpoint - The demand for glycolic acid in China is steadily increasing, projected to rise from 98,000 tons in 2022 to 108,000 tons in 2024, driven by its applications in pharmaceuticals, fragrances, and food additives, as well as emerging sectors like lithium battery electrolytes and biodegradable plastics [1][12]. Industry Overview - Glycolic acid is an organic compound with the formula C2H2O3, characterized by its white crystalline form and various industrial applications [2]. - The market for glycolic acid is expanding due to rising living standards and increased demand in various sectors [1][12]. Production Methods - The primary production methods for glycolic acid include oxalic acid electrolysis, glyoxal nitric oxidation, and ozone oxidation of anhydride, with domestic producers predominantly using glyoxal nitric oxidation [3][4]. Industry Chain - The glycolic acid industry chain involves upstream sectors like petrochemicals and biomass energy, providing essential raw materials, while downstream applications span pharmaceuticals, pesticides, dyes, and food additives [8]. Market Competition - The Chinese glycolic acid market is characterized by a dominance of large enterprises, with significant players including Hubei Hongyuan Pharmaceutical and Qingdao Guolin Technology, while smaller firms focus on niche markets [16][17]. Industry Development Trends - Innovations in production processes, such as using biomass-derived acetyl acid, are expected to enhance efficiency and product quality [21]. - Increased international cooperation is anticipated, particularly under the Belt and Road Initiative, which may expand market share and enhance technological capabilities [22]. - The pharmaceutical sector's growth is likely to broaden the consumption of glycolic acid, solidifying its market position as a crucial raw material for various drugs [24].

Core Insights - The aramid paper market in China is experiencing significant growth, with consumption projected to rise from 6,684 tons in 2024 to 12,357 tons by 2028, driven by demand from sectors such as electric power, high-speed rail, and aerospace [1][10]. Industry Overview - Aramid paper, also known as polyamide fiber paper, is produced using aramid short-cut fibers and aramid precipitated fibers, characterized by high strength, low deformation, and excellent electrical insulation properties [1][4]. - The aramid paper industry is divided into upstream (raw material supply), midstream (production), and downstream (application) segments, with key players including DuPont, Minshida, and Chaomeisi [4][12]. Current Industry Status - The global application of aramid paper is primarily in electrical insulation (65%) and honeycomb core materials (35%), while in China, electrical insulation applications dominate at 93% [6][8]. - The production of electrical insulation materials in China has increased from 2.162 million tons in 2019 to 2.651 million tons in 2024, boosting the demand for aramid paper [6]. Market Trends - The demand for aramid paper is expanding into new applications such as electric vehicles, wind power, photovoltaic power, and 5G communications, with a notable increase in the need for honeycomb core materials in the C919 aircraft [10][21]. - Domestic companies like Minshida are gaining market share, with a reported 16.7% increase in sales revenue in 2024, reaching 397 million yuan [14]. Competitive Landscape - The aramid paper market is currently dominated by DuPont, holding a 57.1% market share, while Minshida follows with 14.3% [12][19]. - Domestic companies are closing the gap with international competitors, with significant advancements in technology and production capabilities [12][19]. Future Development - The industry is expected to see accelerated domestic substitution of imported aramid paper, particularly in high-end applications such as aerospace, driven by the C919 aircraft production [19][21]. - The diversification of application fields is anticipated, with increasing demand for lightweight structural materials and high-performance composites in sectors like electric vehicles and renewable energy [21][22]. - Continuous investment in research and development by domestic firms is expected to enhance aramid paper performance and reduce costs, further solidifying their competitive position in the global market [22].