上市公司：海南海药（000566），东北制药（000597），亚太实业（000691），通化金马（000766）， 北大医药（000788），力生制药（002393），海普瑞（002399），科伦药业（002422），杭氧股份 （002430），长江健康（002435），誉衡药业（002437），华软科技（002453） 相关报告：智研咨询发布的《2025-2031年中国基础化学原料行业市场供需态势及投资前景研判报告》 根据国家统计局数据可知：2025年11月全国化学原料和化学制品制造业出口货值为472.1亿元，同比增 长2.3%；2025年1-11月全国化学原料和化学制品制造业累计出口货值为5078.9亿元，累计同比增长 0.5%。 2019年-2025年1-11月全国化学原料和化学制品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。 ...

Core Viewpoint - The linear guide rail industry in China is experiencing significant growth driven by demand from various sectors such as machine tools, electronic manufacturing, automotive, robotics, and medical equipment, with the market expected to reach 13.5 billion yuan in 2024, reflecting a 12.5% year-on-year increase [1][10]. Overview - Linear guide rails, also known as sliding rails or linear slides, are essential components in industrial automation, converting rotary motion into linear motion with high precision and low friction [1][4]. - The structure of linear guide rails includes components such as guide rails, sliders, balls, and ball retainers, which facilitate low-friction linear movement [1]. Industry Development - The development of China's linear guide rail industry has evolved from reliance on imports to self-sufficiency, focusing on high-end manufacturing and quality improvements, with a shift towards green manufacturing and digital services [7]. - The industry faces challenges in high-end sectors like semiconductor and aerospace, necessitating breakthroughs in core technologies [7]. Industry Chain - The upstream of the linear guide rail industry includes suppliers of metals, plastics, ceramics, and auxiliary materials, while the midstream consists of production companies, and the downstream encompasses various application markets [8]. Market Demand Structure - The machine tool sector is the largest market for linear guide rails in China, accounting for over 30% of demand in 2024, followed by electronic manufacturing at 22% [9][10]. Current Market Landscape - The linear guide rail market is characterized by a mix of Japanese, European, Taiwanese, and domestic brands, with Taiwanese brands like HIWIN and PMI holding a significant market share [12]. - Domestic brands are gradually gaining ground in the mid-to-low-end market, focusing on cost advantages and rapid response to local demands [12]. Future Trends - The industry is expected to focus on high-end breakthroughs in materials and processing technologies to reduce reliance on imports, with an emphasis on customized solutions for various applications [15]. - The integration of smart technologies and modular designs is anticipated to enhance product functionality and adaptability [16]. - Domestic companies are likely to penetrate high-end markets, supported by government policies and industry consolidation [17]. - Environmental policies will drive the industry towards low-carbon production, fostering collaboration across the supply chain [18].

Core Insights - The commercial vehicle autonomous driving solutions are essential tools for addressing high operational intensity and low profit margins in the logistics and transportation industry, facilitating cost reduction and efficiency improvement [1][5] - The market for commercial vehicle autonomous driving solutions in China is projected to grow to 6 billion yuan by 2025, with closed-road solutions accounting for 2.1 billion yuan (35%) and open-road solutions for 3.9 billion yuan (65%) [1][5] - By 2026, the market is expected to exceed 10 billion yuan, with closed-road solutions at approximately 3.6 billion yuan (35.29%) and open-road solutions at about 6.6 billion yuan (64.71%) [1][5] Industry Definition - Commercial vehicle autonomous driving solutions are designed for trucks, buses, and specialized vehicles, integrating hardware and software systems for environment perception, decision-making, vehicle control, cloud scheduling, and fleet management [2] Industry Development Status - The industry is transitioning from closed scenarios to large-scale validation in open scenarios, with significant growth expected in the coming years [5] - The market is characterized by a high technical barrier, with commercial vehicle autonomous driving focusing on different priorities compared to passenger vehicles [4] Industry Chain - The upstream of the industry includes core hardware such as perception sensors, LiDAR, cameras, and chips, while the midstream involves system integration, and the downstream applies to various commercial vehicles in logistics, mining, and urban delivery [6] Market Competition Landscape - The global market for commercial vehicle autonomous driving solutions is fragmented, with a CR5 of 38.6% in 2024, while the logistics vehicle market is more concentrated with a CR5 of 56.7% [9] - Key players in the Chinese market include companies like Remote New Energy Commercial Vehicle Group, Xidi Intelligent Driving Technology Co., Ltd., and Shenzhen Ruiming Technology Co., Ltd. [9] Future Outlook - The trend towards high-level autonomous driving in commercial vehicles is accelerating, with expectations for a fully automated transportation network to emerge in the next five to ten years, integrating with smart logistics and smart cities [11]

内容概要：预分散母胶粒，也叫预分散橡胶助剂、橡胶助剂母胶粒、母胶粒。是以聚合物（一般是 EPDM、SBR、NBR、EVA）为载体，加橡胶助剂和软化剂，通过特殊工艺将传统预分散橡胶助剂到聚 合物中，得到一定浓度的均匀预分散体（挤出造粒）。预分散橡胶助剂是传统橡胶助剂的升级换代品， 具有无粉尘、易分散、适合自动称量和自动连续低温混炼、提高混炼效率、储存稳定好等优点，日益受 到业内重视，已在橡胶制品中大量应用。我国对橡胶助剂母粒的最早工业化应用是在20世纪90年代初， 直到2017年11月，关于预分散橡胶助剂的标准才由中国橡胶工业协会发布团体标准《预分散橡胶助剂通 用规范》（T/CRIA25001—2017），预分散橡胶助剂行业逐步规范。根据中橡协橡胶助剂专委会对协会 下企业的统计，国内预分散母胶粒产量从2019年的6.2万吨增长至2024年的8.68万吨，年复合增长率达 12.2%。2024年，受汽车、橡胶、轮胎等工业的快速发展影响，预分散母胶粒产量增速达14.7%。受到 主要原材料价格下降影响，2022-2024年，中国预分散母胶粒售价呈下滑态势，以艾克姆为例，2024年 期预分散母胶粒产品售价为2.53万元/ ...

上市公司：恒逸石化（000703），岳阳兴长（000819），大庆华科（000985），东华能源（002221）， 国创高新（002377），齐翔腾达（002408），宝莫股份（002476），荣盛石化（002493），宇新股份 （002986），中国石油（601857），康普顿（603798），美锦能源（000723），安泰集团（600408）， 山西焦化（600740） 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《中国煤炭产业全景调研及未来发展趋势研判报告（2026版）》 根据国家统计局数据可知：2025年11月全国石油、煤炭及其他燃料加工业出口货值为114.1亿元，同比 增长7.9%；2025年1-11月全国石油、煤炭及其他燃料加工业累计出口货值为1381.9亿元，累计同比下降 13.2%。 2019年-2025年1-11月全国石油、 ...

Core Insights - The report highlights a decline in the export value of the cultural, educational, artistic, sports, and entertainment goods manufacturing industry in China, with a notable decrease of 5.8% year-on-year in November 2025 [1] - Cumulatively, from January to November 2025, the export value for the same industry reached 293.0 billion yuan, reflecting a year-on-year decline of 2.5% [1] Company Insights - Listed companies mentioned include Yuanfei Pet (001222), Zhejiang Zhengte (001238), Sanbai Shuo (001300), Guangbo Co., Ltd. (002103), Qixin Group (002301), Gaole Co., Ltd. (002348), Qunxing Toys (002575), Hailun Piano (300329), Jinling Sports (300651), Chuangyuan Co., Ltd. (300703), Huali Technology (301011), and Mingyue Mirror (301101) [1] Industry Insights - The report titled "2026-2032 China Sports Goods Industry Market Competition Situation and Prospects Strategic Research Report" by Zhiyan Consulting provides an analysis of the competitive landscape and future strategies within the sports goods industry [1][2] - Data from the National Bureau of Statistics indicates a downward trend in the export value of the industry, suggesting potential challenges for manufacturers and exporters in the coming years [1]

Core Insights - The communication cable industry in China is experiencing steady growth driven by the increasing demand for 5G networks, gigabit optical networks, and the development of the "dual-gigabit" network [1][12] - The market size of China's communication cable industry is projected to grow from 794.8 billion yuan in 2018 to 1200 billion yuan by 2025, with a compound annual growth rate (CAGR) of 5% [1][13] Industry Overview - Communication cables are essential for transmitting telecommunication signals and are categorized into various types based on their structure and application [4] - The industry is supported by government policies aimed at promoting the development of communication cables, including initiatives for advanced technology applications [4][5] Market Demand - As of October 2025, the total number of fixed internet broadband users in China is expected to reach 697 million, with a net increase of 27.01 million users from 2024 [1] - The number of mobile IoT terminal users is projected to reach 2.89 billion, reflecting a net increase of 23.4 million users from 2024 [1] Industry Growth Factors - The exponential growth in data traffic due to the increasing number of internet users and the proliferation of mobile internet is driving the demand for communication infrastructure and cables [1] - The large-scale commercialization of 5G technology requires a vast amount of communication cables to support dense base station construction and extensive network deployment [1] Application Areas - The traditional communication sector remains dominant, accounting for 58.5% of total revenue, while high-speed communication devices are expected to capture 14.8% of the market by 2024 [10] - Emerging applications in smart manufacturing, smart cities, and the Internet of Things (IoT) are expanding the use of communication cables in diverse scenarios [1][10] Industry Structure - The communication cable industry features a competitive landscape with a mix of leading national enterprises and numerous small to medium-sized companies focusing on niche markets [13] - Key players in the industry include companies like Walden Materials, Wanma Co., Hengtong Optic-electric, and Tongding Interconnection Information [2][13] Future Trends - The industry is expected to evolve towards higher speeds, integration of functionalities, and sustainability, with a focus on developing multi-functional cables that can handle data transmission, power supply, and sensing [15][16][18] - The shift towards green practices will involve the use of eco-friendly materials and the establishment of efficient recycling systems throughout the cable lifecycle [18]

Core Insights - The Chinese monitoring and operation system industry has evolved from a basic tool for ensuring IT infrastructure stability to a core engine driving digital transformation and ensuring business continuity, with a projected market size of approximately 29.6 billion yuan in 2024, representing a year-on-year growth of 11.28% [1][8]. Industry Overview - Monitoring and operation systems are comprehensive platforms that collect, store, analyze, and display various monitoring data to manage IT infrastructure, application services, and business processes in real-time [2]. - The core objective is to ensure system stability, enhance operational efficiency, reduce failure risks, and ensure business continuity [2]. Industry Chain - The upstream of the monitoring and operation system industry includes raw materials and components such as sensors, chips, processors, and software tools like operating systems and databases [4]. - The midstream involves the development and operation services of monitoring and operation systems, while the downstream applications span telecommunications, transportation, finance, energy, healthcare, education, and government sectors [4]. Market Size - The market size of the Chinese IT operation service industry is expected to reach approximately 389.91 billion yuan in 2024, with a year-on-year growth of 10.15% [8]. - Monitoring and operation systems are becoming the "central nervous system" of IT operation frameworks, transitioning from backend support tools to core engines driving industry value enhancement [8]. Key Companies - The competitive landscape of the monitoring and operation system industry is characterized by a structure where cloud giants dominate while specialized vendors like Beita Software and Shenzhou Taiyue focus on specific industry processes with highly customized solutions [9]. - Major players such as Huawei and Alibaba leverage AI and cloud-native technologies to build comprehensive observability capabilities, particularly in government and finance sectors [9][10]. Industry Development Trends 1. **Intelligent Transition**: The industry is moving from passive alerts to proactive prediction and decision-making, driven by AI and large models, enhancing operational response efficiency [13]. 2. **Integrated Fusion**: The trend is towards achieving horizontal coverage and vertical governance integration, breaking down data silos across IT infrastructure and business applications [14]. 3. **Business and Scenario Focus**: The value measurement of monitoring operations is shifting from device status to business health, necessitating a deep understanding of business logic and customized solutions for various industries [15].

上市公司：珠海中富（000659），陕西金叶（000812），永新股份（002014），东港股份（002117）， 劲嘉股份（002191），合兴包装（002228），海顺新材（300501），龙利得（300883），上海艾录 （301062），喜悦智行（301198），京华激光（603607），大胜达（603687），方大新材（838163）， 沪江材料（870204），中荣股份（301223） 相关报告：智研咨询发布的《2026-2032年中国印刷业市场专项调查及投资前景分析报告》 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。 2019年-2025年1-11月全国印刷和记录媒介复制业出口货值统计图 根据国家统计局数据可知：2025年11月全国印刷和记录媒介复制业出口货值为47.4亿元，同比下降 8.7%；2025年1-11月全国印刷和记录媒介复制业累计出口货值为5 ...

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。 根据国家统计局数据可知：2025年11月全国家具制造业出口货值为116.7亿元，同比下降9.9%；2025年 1-11月全国家具制造业累计出口货值为1232.7亿元，累计同比下降8.3%。 2019年-2025年1-11月全国家具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 上市公司：方大集团（000055），海螺新材（000619），北新建材（000786），中旗新材（001212）， 兔宝宝（002043），宝鹰股份（002047），亚厦股份（002375），北京利尔（002392），垒知集团 （002398），青龙管业（002457），名雕股份（002830），美芝股份（002856），豪尔赛（002963）， 中天精装（002989） 相关报告：智研咨询发布的《2026-2032年中国家具行业市场调查分析及投资发展潜力报告》 ...