Core Viewpoint - The coal chemical industry in China is characterized by a diverse range of listed companies, each with distinct business layouts and performance metrics, focusing on both traditional and modern coal chemical products [1][3][20]. Industry Overview - The coal chemical industry is supported by upstream coal mining companies, which provide raw materials, and is influenced by coal price fluctuations that affect production costs and profit margins [1]. - The industry is divided into traditional coal chemical (e.g., coal-based fertilizers, synthetic ammonia) and modern coal chemical (e.g., new coal-based energy and materials) [1]. Key Listed Companies - Major listed companies in the coal chemical sector include China Shenhua (601088), Yanzhou Coal (600188), Baofeng Energy (600989), and others, with varying degrees of involvement in the coal chemical value chain [1][3][4]. - China Shenhua is recognized as a global leader in coal-based comprehensive energy [3]. Financial Performance - In the first half of 2024, China Shenhua reported revenues of 1680.78 billion, while other companies like Yanzhou Coal and Baofeng Energy reported revenues of 723.12 billion and 168.97 billion respectively [4][5]. - The overall gross profit margins in the coal chemical sector vary significantly, with Baofeng Energy achieving a gross margin exceeding 40% [19]. Business Layout and Strategy - Companies are strategically located in resource-rich regions, primarily in North and East China, focusing on traditional coal chemical products while expanding into modern coal chemical sectors [16][18]. - Business strategies emphasize safety, environmental protection, energy efficiency, and technological advancement to align with national policies and market demands [20][21]. Employee Composition - China Shenhua has the largest workforce in the sector, employing approximately 83,400 individuals, including 11,400 technical staff [11]. Future Planning - Companies are focusing on high-quality development, with plans to enhance core competencies, ensure energy security, and promote green and sustainable practices [21][22].

Industry Overview - Rare earth elements are a group of metals known as "industrial vitamins," consisting of 17 elements including lanthanides and similar elements like scandium and yttrium [1] - The rare earth industry is divided into several steps: mining, smelting, separation, and processing, with applications in wind power, electric vehicles, and smart manufacturing [4][5] Industry Development - China's rare earth production accounts for nearly 70% of global output, with an estimated production of 270,000 tons in 2024 [8] - The revenue of China's rare earth industry has fluctuated, increasing from 247.75 billion yuan in 2019 to 381.56 billion yuan in 2022, with a projected market size of 346.89 billion yuan for 2024 [17][18] Competitive Landscape - The majority of rare earth mining companies are located in Jiangxi and Inner Mongolia, with Jiangxi having the highest number of companies at 197 [23] - Shenghe Resources has the largest revenue in the rare earth sector, with an estimated revenue of 5.44 billion yuan in the first half of 2024, while Xiamen Tungsten achieved over 20% growth in the same period [25] Policy Direction - The Chinese government emphasizes the protection and innovation of the rare earth industry, with multiple policies aimed at supporting and regulating its development [11][13] Future Trends - The demand for rare earth recycling is expected to grow due to the non-renewable nature of these resources and the tightening supply-demand dynamics [28]

转自：前瞻产业研究院 行业主要上市公司：蓝色光标(300058.SZ);浙文互联(600986.SH);三人行(605168.SH);利欧股份 (002131.SZ)等 本文核心数据： 数字营销行业研发投入情况 ——数字营销行业重点技术 数字营销行业的重点技术包括数据分析与洞察技术、搜索引擎优化技术以及人工智能技术等，其中，人 工智能技术对数字营销行业产生的影响是颠覆性的，人工智能深度赋能了数字营销行业营销策划、内容 运营、数据分析决策等环节，引导数字营销行业的深度变革。 ——行业整体研发投入强度企稳 从行业整体的研发投入情况来看，2019-2024年期间，中国数字营销行业研发投入整体规模和研发投入 强度波动发展。2023年，中国数字营销行业整体研发投入规模为19.52亿元，研发投入强度达3.6%。总 体来看，中国数字营销厂商研发投入企稳，但研发投入强度仍存在进一步提升的空间。 ——AI技术最为受到行业关注 当前，营销模式创新是行业发展的热点话题。根据秒针营销科学院的数据，AI营销成为2025年广告主 创新营销中最为关注的创新模式，AIGC技术的进一步成熟有望进一步推动AI营销模式的加速渗透。 ——AI工具已 ...

（图片来源：摄图网） 4月27日，宁德时代获得两张GB 38031-2025《电动汽车用动力蓄电池安全要求》（以下简称 "新国标"）检 测报告，成为国内首家通过新国标的企业。此次通过检测的产品涵盖电池单体与电池包，均采用其明星产品 麒麟电池，检测报告由权威第三方认证机构中汽中心新能源检验中心颁发。首份检测报告的颁发，不仅是对 GB 38031-2025标准有效性和可操作性的验证，更是对宁德时代在动力电池领域技术领先能力的认可。 作为全球动力电池和储能电池的龙头企业，宁德时代在行业中占据着举足轻重的地位。中国汽车动力电池产 业创新联盟数据显示，2024年1 - 11月，我国动力锂电池装机量前三强中，宁德时代、比亚迪和中创新航三 分天下，但宁德时代市场份额占比遥遥领先，均在5%以上，其余企业市场份额占比均在5%以下，行业龙头 地位稳固。 新国标GB 38031 - 2025于2025年3月28日发布，并将于2026年7月1日正式实施。作为动力电池安全领域的强 制性国家标准，新国标对电池安全性能提出了更为严苛的要求，旨在从源头上保障新能源汽车的安全运行。 宁德时代提前布局，率先通过检测，彰显了其在技术研发和质量控制 ...

Core Insights - The article discusses the rapid development and strategic importance of the graphene industry in China, highlighting government policies and future goals for the sector [1][4][13]. Policy Overview - Since 2012, multiple government departments have issued policies to support the development of the graphene industry, focusing on production scale, industry standards, and technological innovation [4][6]. - The "14th Five-Year Plan" emphasizes the need for independent development of new materials, including graphene, aiming for significant industry growth from 2021 to 2025 [1][10]. Future Goals - By 2025, the production of high-quality graphene powder is expected to reach over 10,000 tons annually, with graphene film production exceeding 100 million square meters [13][15]. - The overall industry scale is projected to surpass 100 billion yuan, with significant advancements in electronic applications, including the mass production of 8-inch graphene chips [13][15]. Local Government Initiatives - Various provinces have set specific targets for graphene industry development, such as Chongqing aiming for a 50 billion yuan industry scale by 2021 and Ningbo targeting a competitive graphene industry cluster by 2023 [16][17]. - Local policies focus on enhancing innovation, production capabilities, and establishing industry standards to support the growth of the graphene sector [17][18].

行业主要上市公司：久之洋(300516);巨星科技(002444);优利德(688628);莱赛激光(871263);禾赛(HSAI)等 本文核心数据：企业排名;企业收入;激光测距仪业务占比 1、中国激光测距仪竞争主体类型 目前，我国激光测距仪行业主要由三类企业构成。大型测量仪器厂商，具有多年的测量仪器布局经验， 测量产品矩阵完善，激光测距仪作为主要产品之一进行经营。激光测距仪代工企业主要进行非核心零部 件的加工生产。随着智能汽车对激光雷达的需求持续增长，激光雷达成为了激光测距仪的重要分支，一 批专业的新型激光雷达厂商快速崛起。 | 主体类型 | 主要特征 | 代表性企业 | | --- | --- | --- | | 大型测量仪器厂商 | 主要进行激光测距仪的研发和生产,通常业务类型众多 | 久之洋、江苏曙光、常州第二电子 仪器、莱塞激光等 | | 激光测距仪代工企业 | 主要是 OEM 模式，进行非核心零部件的加工和生产· | 丹阳协光科技 | | 专业激光雷达厂商 | 专业生产新型激光雷达产品,业务集中 | 速腾聚创、禾赛科技、北醒光子 | 转自：前瞻产业研究院 2、中国激光测距仪行业领先企业 中国激光 ...

转自：前瞻产业研究院 行业主要上市公司：中国外运(601598)、厦门象屿(600057)、顺丰控股(002352)、传化智联(002010)等; 本文核心数据：中国合同物流行业市场规模 2024年中国合同物流行业市场规模约6300亿元 合同物流(Contract Logistics)是指物流企业与客户签订一定期限的合同，这些客户一般是商业企业、制 造企业或者有大规模业务的专门客户，物流企业为这些客户提供专门物流服务，涵盖物流业务供应链的 各个环节。2024年中国合同物流行业市场规模约6300亿元，近四年行业复合增速8.32%。 投融资情况 2014-2021年，我国合同物流行业相关投融资事件数量及金额整体呈现线上后降趋势。2022年，中国合 同物流行业相关投融资事件数量为12件，投融资金额14.15亿元。2024年，中国合同物流行业相关投融 资事件数量为24件，投融资金额为35.24亿元。 更多本行业研究分析详见前瞻产业研究院《中国合同物流行业市场前瞻与投资战略规划分析报告》 同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业 图谱、产业大数据、智慧招商系统、行业地位 ...

随着全球产业链深度重构、产业结构加速调整与新质生产力爆发式增长，城市格局正在发生深刻变革。 如果说GDP体现的是一座城市现有竞争力，那么投资则指向一座城市未来的增长潜力，其本质是对城市发展 预期投下的信任票。为了能够清晰洞察城市发展潜力，前瞻产业研究院即将发布的《2025年探寻投资"新坐 标"——世界500强投资趋势分析（区域篇）》（以下简称《报告》），旨在通过"城市吸金力"——即500强 企业城市投资事件，揭示新兴投资热点区域与高潜力产业领域，从而量化评估城市未来增长动能。 北京、上海、深圳是全国投资首选。领先全国的营商环境、产业配套和基础设施，使得北上深相关项目具有 优越的投资环境，近年稳坐500强企业区域投资占比前三。不过随着深圳与上海差距不断缩小，"第二城之 争"风云再起。 在全球经济不确定性加剧的当下，这份报告的发布不仅是对当下经济格局的一次深度剖析，更是对未来区域 经济走向的重要指引。对地方政府而言，它有助于精准定位其在全球产业分工中的位置，提前布局，抢占发 展先机；对企业而言，它能提供前瞻性市场洞察，助力优化资源配置，实现可持续发展。 01 北上深杭格局已定，马太效应加剧 《报告》显示，城市吸金 ...

完全依靠新能源汽车荣登 "汽车第一城"的深圳，正是中国新能源汽车产业发展的缩影。这里不仅汇聚 比亚迪等龙头企业，更依托政策扶持与电子信息产业优势，在技术创新、产业规模、生态构建等维度全 面领跑，为全球新能源汽车产业发展提供 "中国方案"，助力中国从汽车大国迈向汽车强国。 1、深圳市新能源汽车产业政策环境 ——深圳市新能源汽车重点政策梳理 近年来，深圳市围绕新能源汽车产业构建了"全周期布局、全链条协同、全要素驱动"的政策体系，体现 了战略前瞻性与实践突破性的深度融合。政策框架以"市场扩容、基建攻坚、生态跃迁"为三大支点：在 消费端、基建端、产业端同步布局，形成技术研发、智造升级、标准输出的闭环生态。 新能源汽车的发展，是产业革新、国际角力与社会变革的关键引擎。于产业升级而言，它不仅打破传统 燃油车技术壁垒，更以电池、电控等核心技术为锚点，牵引上下游产业深度融合，构建起智能化、绿色 化的全新产业生态，成为驱动经济高质量发展、实现 "双碳" 目标的战略支点。 在国际竞争的赛道上，中国新能源汽车凭借完整产业链与前沿技术，强势突围。我国新能源汽车出口量 实现了质的飞跃，首次跨越200万辆大关，带动全年汽车出口量达到64 ...

Global Wire and Cable Market Overview - The global wire and cable market is experiencing steady growth, with a projected market size of $267.8 billion in 2024, reflecting an 11.4% year-on-year increase [2] - The wire and cable industry is a fundamental support for the normal operation of modern economies and is indicative of a country's manufacturing level [1] Regional Market Dynamics - The traditional manufacturing regions of wire and cable are primarily in Europe, North America, and Northeast Asia, but production is shifting towards Asia, particularly China, Vietnam, and the Philippines, due to rapid economic growth [4] - The Asia-Pacific region accounts for 45% of the global wire and cable market, driven by demand from China and India, while Europe holds a 25% share, and North America accounts for 20% [6] Competitive Landscape - Prysmian Group is identified as the leading company in the global wire and cable industry, with Chinese companies increasingly enhancing their competitive strength, holding three positions in the top ten global manufacturers as of 2023 [7][9] Growth Opportunities and Challenges - The wire and cable industry is poised for significant growth in the renewable energy sector, particularly with the demand for high-voltage submarine cables for offshore wind power, expected to reach $12 billion by 2030 [10][12] - Emerging markets in Southeast Asia and Africa present new growth opportunities as electricity access improves [12] - Key challenges include fluctuations in raw material prices, particularly copper and aluminum, and trade barriers, such as anti-dumping investigations in Europe against Chinese cables [10][12]