Core Insights - The Chinese smart logistics equipment industry is projected to reach a market size of approximately 110 billion yuan in 2024, with a compound annual growth rate (CAGR) of 15.64% over the past two years [1][3]. Market Segmentation - The smart logistics equipment market is divided into four main segments: smart warehousing equipment, smart sorting equipment, smart handling equipment, and logistics robots. In 2023, smart warehousing and smart sorting equipment accounted for the largest shares of the market, with 36% and 33% respectively [3]. Industry Competition - Leading companies in the Chinese smart logistics equipment sector include Dongjie Intelligent, Nuoli Co., and Dematech. Their specific business focuses and layouts are as follows: - **Dongjie Intelligent**: Focuses on enhancing value creation for manufacturing enterprises through smart logistics equipment, integrating advanced technologies such as 5G and big data [6]. - **Nuoli Co.**: A leading provider of smart logistics system solutions, specializing in the design, manufacturing, and technical services of intelligent warehousing logistics equipment [6]. - **Dematech**: A technology innovation enterprise across the entire smart logistics equipment industry chain, providing automated logistics solutions widely used in various sectors including e-commerce and retail [6]. - **Lanjian Intelligent**: Offers a comprehensive smart logistics system solution, including consulting, software development, and equipment manufacturing, with a focus on warehouse automation technology [6]. - **Jintian International**: A high-tech logistics technology company that integrates logistics solutions, technical transformation, and system integration [6].

转自：前瞻产业研究院 行业主要上市公司：TCL科技(000100.SZ)、海信视像(600060.SH)、海尔智家(600690.SH)、创维数字 (000810.SZ)、深康佳A(000016.SZ)、四川长虹(600839.SH)、小米集团(1810.HK)等 本文核心数据：智能电视行业上市公司汇总;智能电视行业上市公司对比;上市公司业绩对比 @前瞻经济学人APP 图表2: 2024年中国智能电视行业上市公司汇总(二) | 产业链环节 | 公司简称(股票代码) | 要点 | 关联度 | | --- | --- | --- | --- | | 平台及方案 | 科大讯飞(002230.SZ) | 专业从事语音及语言、自然语言理解等人工智能核心技术 | 六十十六 | | | | 研究的国家级骨干软件企业 | | | | 商汤-W(0020.HK) | 亚洲最大的人工智能软件公司 | ★★★ | | | 华数传媒(000156.SZ) | 国内首家兼具有线网络与新媒体运营全牌照的上市公司 | 六十女女女 | | | 东方明珠(600637.SH) | 上海广播电视台(SMG)旗下统一的产业平台和资本平台 | ★★ ...

本文核心数据：可控核聚变全产业链;区域热力图;代表性企业产业链布局 转自：前瞻产业研究院 行业主要上市公司：安泰科技(000969.SZ)，中国广核(003816.SZ)，永鼎股份(600105.SH)，西部超导 (688122.SH)，上海电气(601727.SH)等 1、可控核聚变产业链全景梳理：技术含量高，下游尚未商业化 可控核聚变产业链上游主要为各类原材料，包括超导磁体材料、金属钨、钽等稀有金属、特种钢材、氘和氚 等燃料等。中游主要为各类设备以及反应堆工程建设，以最常见的托卡马克核聚变实验装置为例，相关设备 包括磁体系统、真空系统(包括偏滤器、第一壁)、加热与电流驱动系统等核聚变主机设备以及压力容器、蒸 汽发生器、汽轮机、各类泵阀等其他设备。下游主要为核电站运营，用于科研及发电。 可控核聚变产业链上游企业，提供超导磁体材料的企业有久立新材、上海超导、联创超导等企业;包层材料 的企业有章源钨业、楚江新材;可制备氘的企业有上海众巍化学科技有限公司等，东方钽业生产的高纯铌材 是核聚变的重要靶材;白银有色的金属加工材料可用于核聚变超导电缆。 中游设备制造领域，西部超导制备的Nb3Sn超导线被行业广泛采纳;安泰 ...

人工智能产业，作为新一轮科技革命与产业变革的核心引擎，正以颠覆性力量重塑全球发展格局。其意 义不仅在于技术迭代，更关乎人类文明迈向智能时代的关键跨越。 | 时间 | 政策名称 | 内容解读 | | --- | --- | --- | | 2023年8月 | 《深圳市优化国际化营商 | 支持企业主导或者参与制定新一代移动通信技术、人工智能、云计算与边 | | | 环境工作方案(2023- | 缘计算等领域国际标准。 | | | 2025年)》 | | | 2023年5月 | 《深圳市智能建造试点城 | 围绕"设计大数据、人工智能算法、云服务、软件平台"成链,细分领域包 | | | 市建设工作方案》 | 括人工智能设计软件、人工智能审图平台、仿真模拟软件、数字设计平台 | | | | 等。 | | 2023年1月 | 《深圳市现代时尚产业集 | 运用云计算、物联网、大数据、人工智能、区块链等核心技术能力、为企业 | | | 群数字化转型实施方案 | 提供有针对性的数字化转型诊断和解决方案 | | | (2023-2025年)》 | | | 2022年11月 | 《深圳经济特区人工智能 | 从深圳人工智能产业发展实 ...

Industry Overview - The machine dog industry can be divided into upstream core components and software system development, midstream manufacturing of machine dogs, and downstream personal consumers and various application scenario commercial users [1] - The industry chain involves high-tech fields such as communication and artificial intelligence, with high technical barriers at each link [1] Upstream Components - Upstream components include sensors, reducers, motors, controllers, and joint actuators, as well as software and technologies like SLAM, machine vision, voice interaction, and operating systems [1] - The most commonly used reducers in machine dogs are harmonic reducers and planetary gear reducers, with planetary reducers being the preferred choice due to their compact structure, high reduction ratio, high torque transmission efficiency, and reliability [3][5] Midstream Manufacturing - Midstream manufacturing of machine dogs is categorized into military-grade, industrial-grade, and consumer-grade robots [1] Downstream Applications - Downstream applications include education, healthcare, security, reconnaissance, firefighting, and personal consumers [1] Sensor Technology - Environmental perception is crucial for machine dogs to achieve autonomy and adapt to complex environments, with multi-sensor fusion technology becoming an important trend [5][6] - Machine dogs require high perception capabilities, covering visual, tactile, auditory, and force perception [6] Sensor Types - Visual sensors utilize camera hardware and algorithms for environmental perception, with various types including structured light, ToF, and laser scanning [8] - LiDAR provides precise distance measurement and is effective in low-light or adverse weather conditions, making it essential for obstacle avoidance [8][9] - Ultrasonic sensors are cost-effective for long-distance obstacle detection but have limitations in detecting small or sound-absorbing objects [8] - Infrared sensors are compact and low-cost but can be affected by environmental light conditions [8] - Auditory sensors simulate human hearing for sound signal recognition [8] - Force/torque sensors monitor contact forces and joint stresses for dynamic balance and movement efficiency [8] - Inertial sensors (IMU) track the position and motion trajectory of machine dogs [8] Perception Technology Routes - The perception technology routes for machine dogs are divided into pure visual perception and LiDAR-based perception, with each having its advantages and disadvantages [11] - Multi-sensor fusion is a significant trend in sensor design for machine dogs to meet various downstream application needs, with high-end products using LiDAR and cost-effective products using ToF and cameras [12]

行业主要上市公司：安踏(1368.HK);红蜻蜓(603116);奥康鞋业(603001);佛山星期六(002291);李宁(2331.HK) 等; 本文核心数据：中国女鞋行业市场规模; 2024年中国女鞋行业市场规模超过2200亿元 鞋，即利用皮革、人造革、纺织面料、橡胶等原材料制造成的一种穿在脚上的物品。鞋的基本结构组成包括 鞋面、鞋底、鞋跟、鞋垫等。按使用人群，鞋类产品可分为男鞋、女鞋和童鞋。女鞋行业，顾名思义就是女 性鞋类产品相关的生产、消费等活动。2023年中国女鞋行业市场规模超2150亿元，近四年行业复合增速为 1.20%。初步估算，2024年中国女鞋行业市场规模进一步增长超过2200亿元。 转自：前瞻产业研究院 从中国女鞋细分产品销售结构来看，当前低帮鞋和靴子是中国女鞋最主要的消费产品类型，2023年低帮鞋占 中国女鞋市场规模份额比重超过45%。 产业竞争 当前国内女鞋行业市场竞争企业众多，除了全球企业外国内女鞋代表品牌数量也较多，包括红蜻蜓、千百 度、达芙妮和百丽等。从国内女鞋代表企业产品布局来看，大部分时尚休闲类品牌企业均以多元化业务布局 为重点战略，在高跟鞋、运动鞋、休闲鞋等细分领域均有布 ...

Core Insights - The article discusses the structure and dynamics of the feed industry in China, highlighting the upstream raw materials, midstream production, and downstream demand from farming and aquaculture sectors [1][4][6]. Industry Chain Overview - The feed industry chain consists of three segments: upstream raw materials (energy, protein, and microbial sources), midstream feed product development and production (including pig, poultry, ruminant, and aquaculture feeds), and downstream demand primarily from farmers and aquaculture enterprises [1]. - Recent government initiatives aim to reduce reliance on imported corn and soybean meal, leading to a gradual establishment of domestic raw material sources and improved stability [1]. - Midstream companies are enhancing innovation capabilities and accelerating new product development, with increasing vertical integration between midstream and upstream/downstream sectors [1]. - Rising meat consumption levels in China are expected to boost the scale of downstream aquaculture and livestock farming [1]. Regional Distribution - Upstream raw material suppliers are mainly located in Inner Mongolia, Guangdong, Fujian, and Beijing, while feed production companies are concentrated in Guangdong and Sichuan [6]. - The majority of downstream aquaculture companies are found in Guangdong, Jiangsu, and Henan provinces [6]. Company Developments - Major feed companies in China, such as New Hope, Haida Group, and Tongwei, have reported feed revenues exceeding 30 billion yuan, with some companies like Dabeinong and Jingji Zhino achieving gross margins above 11% [9]. - Haida Group and New Hope have high feed production and sales volumes, each exceeding 20 million tons [9]. - Investment activities in 2023 include establishing subsidiaries, new projects, and increasing capital in existing subsidiaries by leading feed companies [10].

Core Viewpoint - The research on hybrid vehicles in China has shown a declining trend in the number of related academic papers from 2016 to 2024, with a projected total of 272 papers in 2024, indicating a decrease in research interest in this field [3]. Group 1: Definition and Market Trends - Hybrid vehicles are defined as vehicles that utilize two or more power sources, specifically combining traditional internal combustion engines with electric power sources [1]. - The increasing environmental awareness and rising fuel prices have led to a growing consumer preference for hybrid vehicles, which are categorized into three main types: Plug-in Hybrid Electric Vehicles (PHEV), Hybrid Electric Vehicles (HEV), and Range-Extended Electric Vehicles (REEV) [1]. Group 2: Research Output and Institutions - Higher education institutions are the primary contributors to the literature on hybrid vehicles, with Jilin University leading by publishing 410 related papers [5]. - The overall research output in the hybrid vehicle sector has been declining, with a notable drop in the number of papers published in recent years [3]. Group 3: Research Themes and Disciplines - Hybrid technology is identified as a popular research theme within the hybrid vehicle sector, alongside control strategies and HEV-related studies [8]. - The automotive industry is recognized as a key research discipline in the hybrid vehicle field, with significant contributions also coming from industrial economics and electric power industries [9].

（图片来源：摄图网） 据智通财经4月27日报道，美的在机器人领域又有新动作，其自主研发的类人形机器人即将投入实际应用。5 月份将正式进驻湖北荆州的洗衣机工厂，承担机器运维、设备检测和搬运等工作;到今年下半年，它们还会 陆续现身线下门店，为顾客提供商业导览、制作咖啡等服务。 美的中央研究院智能技术与应用研究所所长、人形机器人创新中心负责人奚伟透露，今年美的主要聚焦于全 人形以及类人形机器人产品迭代，通过产品迭代去解决电池续航、数据采集和仿真、关节轻量化等问题。不 过，奚伟也坦言，人形机器人真正实现产业化，可能还需要3 - 5年时间。 美的早在2015年就开始布局机器人产业，并于2017年收购了德国库卡(KUKA)，成为全球工业机器人"四大家 族"之一。库卡拥有超过50年的机器人制造经验和技术积累，特别是在高精度运动控制、多轴协同算法等核 心技术方面具有优势。美的通过整合库卡的技术资源，成立了中央研究院具身智能研发团队，专注于人形机 器人核心零部件的研发。 人形机器人及相关产业被列为"颠覆性产业"，是未来科技的重要发展方向，具有巨大的市场潜力。美的提前 布局人形机器人领域，无疑是一场具有深远战略意义的"豪赌"。 ...

本文核心数据：PCB市场规模;PCB产品结构;PCB应用结构 全球PCB市场规模波动增长 2016-2023年，全球PCB市场规模波动上升。2023年，受宅经济退潮及全球高通胀等影响，终端电子消 费品行业景气持续下降，据Prismark数据，2023年全球PCB行业产值同比下降15%至695亿美元。但随着 终端需求复苏、产业链去库存化，叠加落后产能出清，Prismark预计2024年全球PCB行业将实现恢复性 增长，整体市场规模达到729.7亿美元，同比增长4.97%。 中国为全球最大的PCB生产基地 PCB产业在世界范围内广泛分布，美欧日发达国家起步早，研发并充分利用先进的技术设备，PCB行业 得到了长足发展。2000年以前，美洲、欧洲和日本三大地区占据全球PCB生产70%以上的产值，是最主 要的生产基地。自21世纪以来，由于欧美国家的生产成本过高以及经济下行，亚洲尤其是中国大陆地区 凭借在劳动力、资源、政策、产业聚集等方面的优势，成为全球最重要的电子产品制造基地，中国、日 本、韩国以及东南亚国家开始大规模生产PCB产品，全球电子制造业产能向中国大陆等亚洲地区进行转 移。随着全球产业重心向亚洲转移，PCB行 ...