转自：前瞻产业研究院 本文核心数据：中国安全阀行业市场规模 2024年中国安全阀行业市场规模约50亿元 根据国家标准《安全阀 一般要求》(GB/T 12241-2021)的规定，安全阀是指不借助任何外力而利用自身介 质的力来排出一定数量的流体，以防止压力超过某个预定安全值的自动阀门(当压力恢复正常后，阀门关 闭并阻止介质继续流出)。我国安全阀起步于20世纪50年代，早期以引入国外先进技术和设备为主，从技 术引进到自主创新，我国安全阀经历了从无到有、从低端到中高端的跨越式发展。2024年中国安全阀行业 市场规模约50亿元，近三年行业复合增速7.77%。 应用市场 从安全阀的应用场景来看，安全阀作为一种重要的安全装置除了被广泛用于包括工业机械设备、能源化工 等工业领域以外，在医疗卫生、工程建筑等领域也有广泛的应用。根据我国招投标数据显示，截至2025年 2月，工业机械设备市场和医疗卫生市场是中国安全阀行业最主要的两个招投标需求应用市场，占比分别 达到24%和8%。 行业主要上市公司：纽威股份(603699)、中核苏阀(000777)、江苏神通(002438)、方正阀门(920082)等; 产业竞争 目前，永一阀门 ...

商务部等8部门印发《加快数智供应链发展专项行动计划》 商务部、国家发展改革委、教育部、工业和信息化部、交通运输部、农业农村部、税务总局、国家数据局等 8部门近日联合印发了《加快数智供应链发展专项行动计划》。《行动计划》对数智供应链发展作出前瞻 性、全面性、系统性部署。提出运用人工智能、物联网、区块链等新技术，"一链一策"推进供应链数字化、 智能化、可视化改造，到2030年，形成可复制推广的数智供应链建设和发展模式，在重要产业和关键领域基 本建立深度嵌入、智慧高效、自主可控的数智供应链体系，培育100家左右全国数智供应链领军企业，我国 产业链供应链韧性和安全水平进一步提升。 全球首次人形机器人格斗大赛开打 5月25日晚间，由中央广播电视总台主办的《CMG世界机器人大赛·系列赛》机甲格斗擂台赛在杭州举行。 这是全球首个以人形机器人为参赛主体的格斗竞技赛事。 iPhone19或迎真全面屏 5月26日，有数码博主爆料：看供应链消息苹果接下来三年是ID大变，2027年或实现真全面屏。 央国企强化市值管理加速估值重塑 近期，国家电网、中国华能、中船集团等多家央企密集召开控股上市公司集体业绩说明会，积极宣介公司价 值。多家 ...

Core Insights - China's rare earth imports have surpassed exports in recent years, driven by increased domestic demand for high-tech industries and strategic resource enhancement [1][2] - The U.S. heavily relies on China for rare earth elements, with approximately 70% of its imports coming from China, highlighting the need for the U.S. to diversify its supply sources [4][9] Import and Export Trends - In the first quarter of 2025, China imported 24,679.1 tons of rare earths worth 1.87 billion yuan, a decrease of 30.9% in quantity and 30.2% in value compared to the previous year [2] - During the same period, China exported 14,177.6 tons of rare earths valued at 920 million yuan, with a 5.1% increase in quantity but a 9.8% decrease in value year-on-year [2] U.S. Dependency and Strategic Moves - The U.S. is a major consumer of rare earths, particularly for defense applications, which account for 35% of its usage, significantly higher than the global average of 8% [9] - The U.S. government has initiated several measures to reduce reliance on Chinese rare earths, including contracts with companies like Lynas USA to establish domestic processing facilities [11] Government Actions and Policies - The U.S. Department of Defense signed a contract worth $120 million with Lynas in June 2022 to build a heavy rare earth separation facility in Texas, which was later increased to approximately $258 million [11] - The U.S. has also passed legislation to encourage domestic mining and processing of critical minerals, aiming to reduce dependence on foreign imports [11] International Cooperation and Future Outlook - The U.S. is exploring partnerships with other countries to develop rare earth projects, including discussions with Greenland for resource access [11] - The U.S. is considering regulatory changes to expedite deep-sea mining for critical minerals, reflecting a strategic shift towards enhancing domestic resource development [11]

近几个月，即时零售领域风起云涌，"东团大战"硝烟弥漫。今年2月，京东外卖正式上线，迅速在全国126个 城市布局，入驻品质堂食餐厅门店数突破30万家。4月11日，京东外卖百亿补贴上线，以"全民补贴+爆品直 降"的双重机制，计划一年内投入超百亿元，试图在即时零售市场分得一杯羹。4月30日，淘宝即时零售业 务"小时达"升级为"淘宝闪购"，在淘宝app首页以"闪购"作为一级流量入口，还联合饿了么共同加大补贴力 度。凭借淘宝的巨大流量和饿了么的运营能力，淘宝闪购订单量直线上升，不到一个月，日订单数就已超 4000万。 （图片来源：摄图网） 5月26日，美团发布2025年第一季度业绩报告，该季度营收达866亿元，同比增长18%。在财报电话会上，美 团CEO王兴谈到如何应对京东的竞争时表示，美团将"不惜代价赢得竞争"。王兴指出，美团过往也经历了几 轮非常激烈的竞争，相信美团这次也能获胜。他强调美团欢迎新玩家进入这一市场，也认可外卖行业有巨大 的潜力，但当前行业竞争中，有些补贴是非理性的，伴随着低质量和低价格。"我们欢迎新玩家加入市场， 共同推动餐饮外卖市场的扩大，新公司的加入也表明了外卖市场巨大的增长潜力得到了广泛认可，我 ...

Group 1 - SF Express is a leading player in the low-altitude logistics industry, having initiated its drone logistics exploration in 2012 and conducted its first trial in 2013 [1] - The company received the first national "Drone Aviation Operation (Pilot) License" in March 2018 and the first "Civil Unmanned Aircraft Operation Qualification Certificate" in January 2024, indicating strong regulatory support [1] Group 2 - The core competitiveness of SF Express's drone operations lies in its scenario-based technology adaptation, featuring models like the Ark 40 for same-city delivery and PW.Orca for intercity transport [2] - The self-developed flight control system and low-altitude flight management service system enhance operational stability and regulatory compliance [2] Group 3 - The first "Air-Ground Collaborative" smart logistics operation center, the Fengyi Baoan Low-altitude Smart Logistics Operation Center, was inaugurated in February 2025, capable of processing over 2000 packages daily [6] - The center integrates traditional and low-altitude logistics, achieving average delivery times of 2 hours for same-city packages and 3 hours for intercity packages [6] Group 4 - As of November 30, 2024, SF Express's drone operations have opened over 600 routes, completed more than 1.1 million flights, and transported over 6.2 million packages, covering a total distance exceeding 5.7 million kilometers [7][8] - The operations include rural delivery, specialty economy, island transport, and intercity logistics, with a daily volume of 20,000 packages in the Greater Bay Area [7] Group 5 - SF Express has engaged in multiple collaborations to advance low-altitude logistics, including a strategic agreement with Qianfang Technology to develop diverse operational scenarios [8] - In February 2025, SF Express signed an agreement with Zhongke Low-altitude Economic Development Group to explore scalable applications of low-altitude economy in Henan Province [9] - A significant partnership was established with Yifei Aviation Technology for the purchase of 100 ES1000 large short-distance takeoff and landing unmanned transport aircraft, enhancing logistics efficiency [9]

从单笔融资金额来看，2014-2022年。除2019年黄金矿业开采商亚太矿业获得7.77亿元战略融资，其他年份 平均规模基本在5000万元以下，近两年来整体呈升高趋势，2024-2025年3月平均单笔融资金额超1.5亿元人 民币，反映出行业转向技术引领阶段，对资金需求较高。 转自：前瞻产业研究院 行业主要上市公司：凯立新材(688269.SH)、凯大催化(830974.BJ)、苏州固锝(002079.SZ)、贵研铂业 (600459.SH)、福达合金(603045.SH)、聚和材料(688503.SH)、有研新材(600206.SH)等 本文核心数据：贵金属材料代表企业融资规模;贵金属材料产业园区在建情况 1、贵金属材料上市企业融资规模不大，近年来单笔融资金额呈上升趋势 贵金属材料在现代经济中应用广泛，据IT桔子统计，2013年及之前国内融资事件较少;2014-2016年，贵金属 交易平台兴起，许多金融公司获得较多的市场融资;2017年以来，随着我国对金融体系监管加强，贵金属投 资、交易、理财等企业获投减少;从制造业上看，国内贵金属融资事件并不多。近五年，贵金属材料行业融 资数量每年不超过2起，但融资金额也从 ...

行业主要上市公司：雅戈尔(600177)、七匹狼(002029)、红豆股份(600400)、九牧王(601566)等等; 转自：前瞻产业研究院 本文核心数据：中国衬衫行业市场规模 2024年中国衬衫行业市场规模约1100亿元 衬衫是一种穿在内外上衣之间、也可单独穿用的上衣，男衬衫通常胸前有口袋，袖口有袖头。衬衫行业 涵盖了男士衬衫和女士衬衫等多个细分领域。衬衫是服装市场的重要组成部分，Statista数据显示，2024 年中国衬衫行业市场规模约1100亿元，近五年行业复合增速3.31%。 细分产品市场 衬衫主要分为男士衬衫和女士衬衫两大品类。男士衬衫注重舒适性和实用性，女士衬衫则更注重时尚性 和多样性。此外，衬衫的材质也多种多样，包括棉质、丝绸、亚麻等。Statista数据显示，2024年男式衬 衫市场和女式衬衫及上衣市场是中国衬衫行业最大的两个细分产品市场，占比分别达到59%和29%。 产业竞争 中国衬衫领先企业主要有雅戈尔、七匹狼、红豆股份等，企业具体布局情况如下： | 企业名称 | 简介 | 布局情况 | | --- | --- | --- | | 雅戈尔( | 雅戈尔是中国知名的服装品牌,以高品质 | ...

Global Container Shipping Market Analysis - The global shipping trade scale is expected to reach 12.66 billion tons by 2024, showing a stable growth trend after a decline in 2020 due to the pandemic [1] - The share of dry bulk and container ships in global shipping capacity is projected to reach 43% and 14% respectively by 2024 [2] - The global container shipping volume is estimated to be approximately 212 million TEU in 2024, reflecting a year-on-year growth of 5.6% [4] Regional Shipping Insights - In 2024, the East-West routes, North-South routes, and intra-Asian routes are expected to account for 40%, 17%, and 31% of the global container shipping volume respectively [7] China Container Shipping Market Analysis - China's marine cargo volume is projected to reach 4.8 billion tons in 2024, up from 4.577 billion tons in 2023 [10] - The container throughput at Chinese ports is expected to grow to 333 million TEU in 2024, with a historical breakthrough of 300 million TEU in 2023 [13] International Freight Forwarding Market Analysis - The global value added in international freight forwarding is anticipated to decline to $4 trillion in 2024, following a period of increase and subsequent decline due to various market factors [14] Digitalization in Container Shipping - The global international freight service platform market is projected to reach approximately $47.31 billion in 2024, with a significant growth rate expected from 2024 to 2029 [17] - The demand for digital freight forwarding in the maritime sector is estimated to account for about 37.7% of the market in 2024, indicating a growing trend towards digitalization [17] Competitive Landscape of International Freight Service Platforms - The international freight service platform market is categorized into three tiers, with leading companies like China Ocean Shipping, Kuehne+Nagel, and DHL in the first tier, followed by innovative platforms like Meiri Chuxing and Yunquna in the second tier [18]

Group 1 - China's aviation engine "Taihang 2" pure hydrogen gas turbine has achieved a cumulative operation time of over 7000 hours for the first unit and over 5000 hours for the second unit, marking a successful commercialization of the 2MW pure hydrogen gas turbine [2] - The low-altitude economy is driving the popularity of drone pilots, with over 225,000 registered drone pilot licenses in China as of June 2024, and more than 2000 training institutions available [3] - Shenzhen has established its first pharmaceutical and medical device industry overseas joint venture, aiming to create a platform for local companies to connect with global markets [4] Group 2 - China's marine economy has surpassed 10 trillion yuan for the first time, showing a growth of 5.9% compared to the previous year, with the marine engineering equipment manufacturing sector maintaining the largest global market share for seven consecutive years [5] - The first large-scale lithium-sodium hybrid energy storage station in China has been put into operation, with a capacity of 400 MWh and a green energy ratio of 98% [6] - The Yukun high-speed railway's Ningjingli tunnel has been safely completed, contributing to the construction of the railway with 40 tunnels already completed in the Yunnan section [7][8] Group 3 - Yunding Technology has launched an industrial vision intelligent all-in-one machine in collaboration with Ascend, featuring high computing power and supporting over 100 channels of 1080P video processing [9] - A Chinese team has overcome challenges in the large-scale production of third-generation photovoltaic technology, achieving stable mass production of perovskite solar cells [10] - QQ Browser has introduced an AI tool named "AI Gao Kao Tong" to assist students in exam preparation and college application processes [11] Group 4 - Market rumors suggest that Sais Technology's humanoid robot prototype is ready for demonstration, although the company has not confirmed this information [12] - U.S. President Trump has threatened to impose tariffs of 50% on the EU and 25% on Apple, causing declines in Apple stock and U.S. stock futures [13] - Experts have commented on the impracticality of relocating iPhone production to the U.S., citing high costs and potential price increases for consumers [14] Group 5 - Japan's consumer price index for rice has seen a dramatic increase of 98.4% year-on-year in April, marking the highest increase since 1971 [15] - Nissan is considering selling its Yokohama headquarters as part of its restructuring plan, which may incur an additional 60 billion yen (approximately 418 million USD) in costs [16] - Elon Musk praised Google's new AI video generation model, Veo 3, during a developer conference, while also announcing his return to a 24/7 work schedule [17]

转自：前瞻产业研究院 行业主要上市公司：中国石油(601857);中国石化(600028);康普顿(603798);龙蟠科技(603906);中晟高科 (002778);统一股份(600506)等 本文核心数据：润滑油全产业链;区域热力图;代表性企业产业链布局 1、润滑油产业链全景梳理 目前我国润滑油产业链上游主要为石油/原油的开采、润滑油基础油的提炼及添加剂供应;润滑油中游主 要为润滑油的生产，从使用用途来分可以分为内燃机油、齿轮油、液压油、压缩机油等;润滑油的下游 主要为工程机械、汽车、船舶运输、轨道交通等等。 中国润滑油上游产业包括石油开采/炼油、基础油、添加剂，代表企业包括企业有中国石油、中国石化 等炼油企业，瑞丰新材、康泰股份等的润滑油添加剂制造企业，此外还有供应含氟润滑油基础油的供应 商新宙邦。中游产业企业有龙蟠科技、康普顿、中国石油、中国石化等工业和车用润滑油企业。下游产 业企业有汽车制造、工程机械、船舶制造行业的相关企业，如广汽集团、潍柴动力、中国船舶等。 2、中国润滑油产业链区域热力地图 从区域分布来看，我国润滑油代表性企业主要分布在江、浙、粤等东部沿海地区和北京地区。其中，北 京拥有最多代 ...