转自：前瞻产业研究院 行业主要上市公司：九州通(600998)、国药控股(01099)、京东物流(02618)等; 本文核心数据：中国医药冷链物流行业市场规模 2024年中国医药冷链物流行业市场规模约280亿元 医药冷链物流行业即为冷藏冷冻类、易腐类医药产品在生产、加工、储藏、运输、配送、销售等过程， 一直到消费者的各个环节中始终处于特定的温度范围，以保证医药品质量，同时降低储运损耗，控制时 间，节约成本的系统工程。2024年中国医药冷链物流行业市场规模约280亿元，近五年行业复合增速 14.84%。 细分产品市场 医药冷链物流分为IVD领域、血液制品、疫苗领域和其他。根据中物联医药物流分会数据显示，根据数 据显示，2023年IVD类冷链物流市场和疫苗类冷链物流市场是中国医药冷链物流行业最大的两个细分产 品市场，占比分别达到27%和13%。 产业竞争 中国医药冷链物流领先企业主要有九州通、国药控股、华润医药商业集团等，企业具体布局情况如下： | 企业名称 | 简介 | 布局情况 | | --- | --- | --- | | | 九州通为科技驱动型的全链医 医药流通、物流服务及医疗健康 等大健康行业,主营业务 ...

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：润滑油行业上市公司汇总;业绩比较;发展规划等 1、润滑油行业上市公司汇总及基本信息 滑油是指涂在机器轴承、设备等运动部分表面的油状液体，主要用于减少运动部件表面间的摩擦，同时 起到冷却、密封、防腐、防锈、绝缘、功率传送、清洗杂质等的作用。 目前，我国润滑油相关产业链中上游产业包括原油/石油供应、润滑油基础油和润滑油添加剂，中游润 滑油制造主要包括汽车润滑油和工业润滑油等，润滑油作为工业应用、汽车制造中的血液，为工业、运 行提供润滑作用。其中产业链各个环节具体上市公司包括： | 产业链环节 | 企业简称 | 简介 | 行业关联度 | | --- | --- | --- | --- | | 原油/石油供应 | 中曼石油 | 一家专注于石油、天然气领域的国际知名 综合性油气公司 | ★★★★★ | | | 泰山石油 | 中国石化子公司 | ★★★★ | | | 和顺石油 | 成品油批发资质的民营石油企业公司 ...

Core Insights - The cold chain logistics industry in China is experiencing rapid growth, driven by government policies and increasing market demand [1][2][6] Group 1: Industry Growth and Demand - The total demand for cold chain logistics in China is projected to reach 365 million tons in 2024, representing a year-on-year growth of 4.3% [2] - The total revenue from cold chain logistics is expected to be 536.1 billion yuan in 2024, with a year-on-year increase of 3.7% [2] - The capacity of cold storage facilities is forecasted to grow by 11.0% year-on-year, reaching 25.3 million cubic meters in 2024 [2] Group 2: Infrastructure Development - The number of refrigerated trucks in China is anticipated to reach 495,000 by 2024, marking a year-on-year growth of 14.58% [4] - Investment in cold storage construction is increasing, with a total funding of 47.414 billion yuan allocated for cold storage projects in 2024 [6] - The majority of new cold storage projects are focused on prepared food industry parks, accounting for 38.2% of the total projects [6] Group 3: Cold Chain Efficiency - The cold chain circulation rates for fruits and vegetables, meat, and seafood in China are 23%, 78%, and 80% respectively, indicating significant room for improvement compared to developed countries [9] - Despite advancements, the cold chain logistics process in China lacks systematic and standardized operations, leading to inefficiencies in various stages of the supply chain [9]

我国政策支持数据中心产业链企业"走出去" （图片来源：摄图网） 当地时间5月13日，英伟达CEO黄仁勋在沙特利雅得宣布，与沙特主权财富基金(PIF)新成立的人工智能 公司Humain达成芯片供应协议。根据协议，英伟达将向沙特出口1.8万块顶级人工智能芯片 GB300。这 些芯片将用于建设首阶段容量达500兆瓦的数据中心。而沙特方面的野心不止于此，Humain公司计划到 2030 年将总规模扩展至1.9吉瓦。 Humain公司来头不小，由沙特王储穆罕默德亲自担任主席。该公司的目标是打造中东地区领先的AI基 础设施，并开发服务于阿拉伯语用户的多模态大语言模型。目前全球AI内容大多以英语生成，沙特希 望通过此举打破语言壁垒，在AI领域拥有自己的话语权。 消息一经传出，资本市场迅速做出反应。受到中东大单消息提振，英伟达股价周二开盘后持续拉涨，涨 幅一度超过5%。其最新价格较4月低点累计上涨近 50%。 事实上，沙特在AI领域的布局早有端倪，全球AI巨头们也早已纷纷抢滩。过去几年里，亚马逊、谷 歌、甲骨文等国际科技巨头，以及中国的阿里巴巴，都已经在沙特当地合资建设数据中心。如今，英伟 达与Humain的合作，是沙特AI ...

无需邀请码！Manus现已全面开放注册 AI智能体平台Manus宣布开放注册，Manus在公告中表示，Manus向所有人开放，无需等待名单；所有用户 每天可免费执行一项任务（300积分），所有用户一次性获得1000积分奖励。 苹果拟借助AI延长iPhone电池续航，新功能或随iOS 19推出 知名科技记者马克·古尔曼（Mark Gurman）撰文表示，知情人士透露，苹果计划利用人工智能（AI）技术， 解决一项令用户长期困扰的问题：iPhone的电池续航。爆料称，苹果计划为将于9月份发布的iOS 19系统引 入一项AI驱动的电池管理模式，这项功能将分析用户对设备的使用习惯，并自动进行调整以节省电量。 大学女副校长成陕西首富，身家440亿 2025年4月，西北大学新任女副校长范代娣持股市值超400亿，晋升陕西首富，家族还控股两家上市公司，身 家总计或达440亿。 浙江：加快推进人工智能行业应用基地建设 12日上午，浙江省委常委会召开会议。会议强调，要大力推进人工智能核心技术攻关，加快推进人工智能行 业应用基地建设，做好"人工智能+"的文章，持续推动人工智能赋能高质量发展。 国内足金饰品跌破千元大关 受国际金价跳水 ...

科技部等七部门：设立"国家创业投资引导基金" 科技部等7部门印发《加快构建科技金融体制 有力支撑高水平科技自立自强的若干政策举措》。其中提到， 发挥国家创业投资引导基金支持科技创新的重要作用，将促进科技型企业成长作为重要方向，培育发展战略 性新兴产业特别是未来产业，推动重大科技成果向现实生产力转化，加快实现高水平科技自立自强，培育发 展新质生产力。 深圳市半导体与集成电路产业投资基金正式设立 据深创投官微，近日，深圳市半导体与集成电路产业投资基金"赛米产业私募基金"（以下简称"基金"）完成 工商登记注册。该基金总规模50亿元，由深创投担任管理人，深创投、深重投共同作为基金普通合伙人。 微信成立电商产品部，探索微信内交易新模式 腾讯发布全员信，涉及WXG事业群调整。主要内容包括：成立电商产品部，负责微信内交易模式的探索， 加速发展交易基建及交易生态，运营微信交易新模式；开放平台基础部更名为开放平台部，负责微信公众号 和小程序产品的策划、研发和运营工作。 粤港澳大湾区外贸成绩单出炉：前4月进出口2.85万亿元 从海关总署广东分署获悉，今年前4个月，粤港澳大湾区内地9市进出口保持稳定增长，广东外贸"稳定器"作 用明 ...

Core Insights - The Chinese aviation engine industry has achieved significant technological breakthroughs, focusing on three main areas: material processing, component manufacturing, and complete engine production [1][3]. Group 1: Technological Breakthroughs - Major companies in the aviation engine materials processing sector include Beijing Steel Research Technology Co., Ltd., which produces high-temperature alloys and precision castings for aerospace applications [2]. - In the component manufacturing sector, companies like Sichuan Chengfa Aviation Technology Co., Ltd. and Xi'an Aero Engine (Group) Co., Ltd. have developed various engine components, including turbine engines and combustion chamber parts [2][3]. - The complete engine manufacturing sector is represented by companies such as Guizhou Liyang Aviation Engine (Group) Co., Ltd., which has produced over 20 models of aviation turbine engines [3]. Group 2: Domestic Production and Development - China has established a relatively complete aviation engine research and production system, capable of developing various types of engines, including turboprop, turbojet, turbofan, and turboshaft engines [3]. - The domestically developed WS-20 engine is now used in the Y-20 transport aircraft, marking a significant step towards the complete domestic production of military aircraft engines [4]. Group 3: Market Position and Future Outlook - In the global military aircraft market, China ranks third with 3,309 military aircraft, accounting for 6% of the total, following the United States and Russia [6]. - The global fleet size is projected to grow from 20,563 aircraft in 2021 to 47,531 by 2041, with a shift towards the Chinese and Asia-Pacific markets [9].

Core Insights - The article discusses the comprehensive landscape of the stem cell medical industry in China, highlighting the complete industry chain with a mature upstream sector and a developing midstream and downstream sector [1][2]. Industry Chain Overview - The stem cell industry chain consists of three main segments: upstream (stem cell collection and storage), midstream (stem cell proliferation and drug development), and downstream (clinical applications and medical institutions) [1][2]. - Upstream businesses are primarily focused on stem cell collection and storage, ensuring the viability and functionality of stem cells [1]. - Midstream companies engage in technical research and development, including stem cell proliferation and drug development [2]. - Downstream applications involve clinical research and treatment, mainly conducted by top-tier hospitals [1][2]. Regional Distribution - The majority of stem cell medical enterprises are concentrated in Beijing and coastal regions, with significant activity also in Tianjin and Guangdong, and some presence in central regions like Sichuan [5]. Product Sales Performance - Most representative companies in the stem cell medical industry have a product sales rate below 100%, indicating inventory issues [7][8]. - In 2023, companies like Zhongyuan Xiehe and Guanhao Biological reported product sales rates around 100% and 92% respectively, affected by macroeconomic conditions and industry challenges [8]. Mergers and Acquisitions - The industry is experiencing a trend of horizontal integration, focusing on collaboration among similar companies to enhance scale and competitive advantage [9]. - Mergers and acquisitions often involve technology and capital integration, aiming to improve efficacy, reduce costs, and accelerate innovation [9].

转自：前瞻产业研究院 行业主要上市公司：新澳股份(603889)、恒力石化(600346)、东方盛虹(000301)、浙文影业(601599)、恒 逸石化(000703)、百隆东方(601339)、华孚时尚(002042)、凤竹纺织(600493)、金鹰股份(600232)、华升 股份(600156)、嘉欣丝绸(002404)、彩蝶实业(603073)、华纺股份(600448)等 本文核心数据：中国纺织进出口金额;中国纺织进出口量;中国纺织进出口均价 1、纺织行业进出口总况 纺织行业涉及的产品种类广泛，根据世界海关组织指定的《商品名称及编码协调制度的国际公约》，中 国海关对纺织行业进出口贸易统计的HS编码章节涵盖第十一类纺织原料及纺织制品(50-63章)内容。 2015-2024年，中国纺织行业进出口总额总体波动趋势显著，2017-2022年间纺织行业进出口总额波动上 升，2023年贸易规模有所下滑。2024年，中国纺织行业进出口总额达到3223.66亿美元，同比小幅上涨 2.22%;实现贸易顺差2798.39亿美元，同比增长2.91%。2025年1-2月，纺织行业贸易规模已有442.99亿美 元，同比上年同 ...

Group 1: Sales Performance of Japanese Automakers - In April, Toyota's new car sales in China increased by 20.8% year-on-year, reaching 142,800 units, marking three consecutive months of growth, driven by its focus on hybrid and electric vehicles [2] - In contrast, Honda's sales in China fell by 40.8% to 43,689 units, while Nissan's sales decreased by 15.7% to 46,295 units, with Honda experiencing a 15-month consecutive decline and Nissan a 13-month decline [2] - Nissan plans to cut 21,000 jobs, which is 15% of its total workforce, and will close three factories, acknowledging that management errors, particularly in electric vehicle strategy, contributed to its current challenges [2] Group 2: Global Electric Vehicle Market Trends - The global electric vehicle transition is an unstoppable trend, with traditional automakers in Europe, such as Volkswagen and Mercedes-Benz, accelerating their electrification efforts to secure a competitive position [3] - Tesla leads the U.S. market, driving technological advancements in electric vehicles and expanding its global presence, setting a benchmark for the industry [3] - In China, BYD is recognized as a leading electric vehicle manufacturer, with significant advancements in technology and product offerings [5] Group 3: Market Share and Industry Position - In 2022, China's market share of new energy vehicles reached 24.4%, the highest globally, followed by Europe at 17.3%, while India and Japan lag behind [7] - BYD's chairman emphasized that China's new energy vehicle sector is approximately 3 to 5 years ahead globally in terms of technology and product development, advocating for open innovation and international collaboration [9] - The challenges faced by Japanese automakers in the electrification transition serve as a warning for the global automotive industry, highlighting the need for timely strategic adjustments and increased investment in new energy and smart technologies [9]