（图片来源：摄图网） 美图CFO兼公司秘书颜劲良在业绩会上表示，生成式AI可以更高效地解决一些用户过去无法用传统影像工具 解决的痛点，大幅提升了用户的订阅意愿。未来，美图的增长战略是AI驱动的生产力和全球化。 美图的案例证明，生成式AI的真正价值不在于制造概念，而在于解决真实痛点。当传统互联网企业还在流 量红海中挣扎时，美图通过AI技术重构了用户价值曲线：将离散的编辑工具升级为智能创作平台，把一次 性软件销售转化为持续订阅服务。这种转变不仅带来财务数据的跃升，更重要的是建立了技术驱动的新型竞 争壁垒。 站在2025年的时点回望，美图的复兴之路揭示了一个深刻启示：在AI重构产业规则的时代，没有永远的"旧 时代"企业，只有不愿拥抱变革的守成者。 生成式AI产业是当今科技领域最具潜力和创新性的前沿领域之一，正以惊人的速度蓬勃发展。它通过深度 学习算法，能够生成文本、图像、音频等多种形式的内容，极大地拓展了人工智能的应用边界。从内容创作 到设计辅助，从虚拟现实到智能客服，生成式AI正在为各行业带来前所未有的变革。美图公司通过AI工具 矩阵的成功应用，不仅提升了用户体验，还实现了商业价值的飞跃，这正是生成式AI产业潜力 ...

近日，奥维云发布7月中国空调线上份额数据。美的在当月市占比为18.61%，排名第一。其中，小米则以 16.71%的占比超越格力(15.22%)，首次跃居第二。 对此，小米集团公关部王化转发了相关微博并评论，"没想到新时代这么快就来了。" （图片来源：摄图网） 而不久前，第三方权威调研机构发布最新数据显示，2025年7月中国空调市场销量排名前五的品牌依次为美 的、格力、小米、海尔和奥克斯。小米以13.7%的销量占比位列第三，以53.9%的同比增速，成为前三大品 牌中唯一实现高速增长的企业。小米集团合伙人、总裁卢伟冰认为，小米空调的高增速源于"能力的坚实提 升"。 8月18日晚，格力电器市场总监朱磊在微博回应"小米空调线上销量超越格力"传闻。他表示："我们也去奥维 云网查了下，公开的数据和那几张截图并不一样。按照同样的查询条件，7月线上市场格力仍然保持领 先。"朱磊还表示，市场的成功来自每一位消费者的认可，经中国标准化研究院评定，格力空调已经连续16 年顾客满意度第一。 | 19:29 | | | | HI & B) | | 2025年7月中国空调市场排名 | | | --- | --- | --- | --- ...

我国人工智能专利数量占全球总量60% 我国是首个将数据明确列为生产要素的国家。截至今年6月底，我国已建设高质量数据集超过3.5万个，总体 量相当于中国国家图书馆数字资源总量的140倍左右，为人工智能训练提供了数据基础。目前，国内多数模 型训练使用的中文数据占比已超过60%，有的模型已达到80%。 首条连接江苏昆山与上海市中心的低空航线正式通航 首条连接江苏昆山与上海市中心的低空航线正式通航，仅需20分钟即可实现上海与昆山两地跨省（市）、越 江、入市中心的"空中直达"。有别于其他的低空航线，此线路的一大亮点是支持"夜间飞行"。 我国首个搭载气象雷达的海上升压站完成安装 8月16日，我国首个搭载气象雷达的海上升压站，在三峡江苏大丰800兆瓦海上风电项目现场完成安装，该设 施将实现海洋气象精细化监测与海上风电场高效运行的协同应用，为海上清洁能源开发提供新模式。 我国成功发射卫星互联网低轨09组卫星 8月17日22时15分，我国在太原卫星发射中心使用长征六号改运载火箭，成功将卫星互联网低轨09组卫星发 射升空，卫星顺利进入预定轨道，发射任务获得圆满成功。 海南：发展"低空+海洋"旅游模式，构建"陆海联动"新格局 近日 ...

Core Insights - The Chinese apple juice market is experiencing steady growth, with production increasing from 180,000 tons in 2019 to a projected 504,000 tons by 2024, driven by stable demand and improved processing technology [5][2]. - The market size for apple juice is expected to rise from 8.5 billion yuan in 2019 to 12.8 billion yuan by 2024, reflecting a recovery in consumer demand and external market conditions [8]. - Major players like Andeli and Nongfu Spring are leading the market, focusing on high-quality and diversified products, while also expanding their global presence [8][9]. Industry Overview - The juice industry in China is characterized by a multi-category coexistence, with orange juice holding a 28% market share and apple juice (including concentrate) at 22%, together dominating the market [1]. - Tropical fruit juices, such as mango and pineapple, account for 12% of the market, indicating potential for growth [1]. Supply Chain Dynamics - The supply of apple juice is heavily influenced by upstream raw material availability, with apple production expected to grow from 42.4 million tons in 2019 to 50.4 million tons in 2024, maintaining a growth rate of 3% to 4.3% [2]. - Key production regions include the Bohai Bay and the Northwest Loess Plateau, with Shaanxi being a significant area for high-quality apple production [2]. Production Trends - Apple juice production in China is projected to recover from a dip in 2020 due to the pandemic, with a steady increase anticipated from 2021 to 2024 as supply and demand balance out [5]. Market Dynamics - The apple juice market is witnessing a trend towards consolidation, with leading companies like Andeli and Guotou Zhonglu expanding their market share through mergers and acquisitions [9]. - There is a growing preference for high-quality organic products in mature markets, while emerging markets show higher growth rates in demand [9].

Core Insights - The Chinese AI toy industry is characterized by a diverse competitive landscape, with various types of companies participating, including traditional toy manufacturers, tech startups, internet companies, and IP-rich firms [4][11]. Group 1: Competitive Landscape - The AI toy market features a wide price range, from basic models priced around 300-400 yuan to high-end products exceeding 10,000 yuan, reflecting significant performance differences among brands [1][9]. - Major players include traditional toy companies like Aofei Entertainment and Shifeng Culture, which leverage manufacturing capabilities and IP resources to enhance their AI toy offerings [4][11]. - Tech startups such as Haivivi and FoloToy focus on niche markets, creating differentiated products through the integration of software and hardware [4][11]. Group 2: Product Types - AI toys are categorized into three main types: AI smart dolls, AI robot toys, and AI leisure toys, each utilizing advanced technologies like voice recognition and natural language processing [6][9]. - AI smart dolls combine traditional plush toys with AI capabilities, while AI robot toys are highly anthropomorphized robots, and AI leisure toys incorporate AI into traditional puzzle games [6][9]. Group 3: Market Dynamics - The industry has a low concentration of participants, with a diverse competitive structure driven by technological advancements and IP competition [11]. - Key suppliers include chip manufacturers and AI technology providers, with a reliance on imported components, although domestic alternatives are emerging [11]. - The high-end market shows a strong acceptance of premium pricing, and companies are enhancing user engagement through private channels like brand apps and subscription models [11].

转自：前瞻产业研究院 行业主要上市公司：立讯精密(002475.SZ)、中航光电(002179.SZ)、长盈精密(300115.8Z)、得润电子 (002055.SZ)、航天电器(002025.8Z)、意华股份(002897.SZ)等 本文核心数据：进口规模;出口规模 1、中国连接器行业进出口统计说明 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》，中国海关对连接器行业进出口贸易的统 计名称和HS编码为85366900：插头及插座，线路电压≤1000V;85367000：光导纤维、光导纤维束或光缆用连 接器;85359000：其他开关、保护或连接用电气装置，电压>1000V。 | 海关编码 | 商品名称 | | --- | --- | | 85366900 | 插头及插座,线路电压≤1000V | | 85367000 | 光导纤维、光导纤维束或光缆用连接器 | | 85359000 | 其他开关、保护或连接用电气装置,电压 > 1000V | 3、出口总额波动上升 根据海关总署数据显示，2018-2024年中国连接器出口总额呈波动上升趋势，2024年中国连接器出口总额达 47.68亿美元，同比增 ...

（图片来源：摄图网） 2025年7、8月是车市传统淡季，然而零跑正在进入销量爆发期。 8月18日，汽车博主@孙少军09披露，零跑汽车创始人朱江明晒出周末订单数据：这两天净锁单超3000台， 再创历史新高。而他曾在8月4日发文称，零跑汽车一周新增订单1.3万，交付量破万，并表示"(业界)要做好 零跑稳态周度交付破万的准备"。 然而，市场繁荣之下，竞争格局呈现"冰火两重天"，数据显示，2024年1-11月销量前十企业合计为964.1万 辆，占比85.6%，其余车企争夺剩余14.4%的市场份额。可见，国内新能源汽车销售市场集中度较高，向头 部集中。 不久前，零跑官方公布的7月交付数据显示：全系交付量达50129台，同比增长超126%，这也是零跑汽车月 销量首次突破5万台。1-7月累计交付271793辆，稳居新势力前三阵营。更值得关注的是，零跑在6月中旬已 达成累计交付80万辆的里程碑，按当前增速，其极有可能在年内成为国内第二家交付破百万的新势力车企， 仅次于蔚来或理想。 成绩的背后是零跑"高性价比+全域自研"策略的落地。从C11增程版到C10、T03，零跑通过精准定位10-20万 元主流市场，避开与头部车企的直接竞 ...

Industry Overview - The number of registered companies in China's Ejiao industry has shown a growth trend, with over 600 companies registered as of June 2025, and nearly 200 new companies added between 2016 and 2020 [1][3] - The production of Ejiao blocks in China is projected to increase, with an estimated production of 4,379 tons in 2024 [3] Supply Situation - The sales-to-production ratio of Dong'e Ejiao has been declining over the past three years, dropping from 100.9% in 2022 to 97.9% in 2024, indicating increased inventory pressure [5] Demand Scale - The market size of the Ejiao industry in China is expected to reach approximately 29.1 billion yuan in 2024, driven by rising disposable income and increased health awareness among consumers [7] Price Trends - The prices of Ejiao products from major brands like Dong'e Ejiao and Fupai Ejiao have remained stable, with Dong'e Ejiao priced at 2,700 yuan per kilogram and Fupai Ejiao at approximately 1,260 yuan per kilogram [9]

Core Insights - The article discusses the competitive landscape and market dynamics of the functional skincare industry in China, highlighting key players, market share, and industry concentration levels [1][9][11]. Group 1: Brand Ranking - The functional skincare market in China is segmented into three main categories: dermatological skincare, strong efficacy skincare, and medical aesthetic skincare, with leading brands in each category [1]. - Notable brands in dermatological skincare include Winona, La Roche-Posay, and Avene; strong efficacy brands include WIS and HFP; medical aesthetic brands include Fulejia and Aimeike [1]. Group 2: Revenue and Market Position - The functional skincare industry is divided into three tiers based on revenue: - Tier 1: Betaini with revenue exceeding 5 billion CNY, leading the market [3][12]. - Tier 2: Companies like Giant Biological, Shanghai Jahwa, and Fulejia, which have significant revenue and brand recognition [3]. - Tier 3: Companies such as Proya and Furuida, which are publicly listed but have lower revenue from functional skincare [4]. Group 3: Market Share - The projected market size for functional skincare in China for 2024 is approximately 48.743 billion CNY, with Betaini holding a market share of 11.71% [9]. - Other significant players include Huaxi Biological at 5.27%, Fulejia at 4.14%, Shanghai Jahwa at 2.15%, and Giant Biological at 2.44% [9]. Group 4: Market Concentration - The market concentration for domestic functional skincare brands is relatively low, with the top three companies accounting for 21.12% of revenue and the top six for 26.47% [11]. - There is a trend of increasing market concentration, with leading players establishing brand and research barriers [11]. Group 5: Competitive Landscape - The industry shows a strong reliance on imported raw materials, with suppliers having significant bargaining power [16]. - Domestic brands are gaining market share, and competition is intensifying, with high profit margins and potential threats from new entrants and alternative products [16].

中国中硼硅玻璃行业上游石英砂龙头企业主要为石英股份，制作管制瓶的玻璃原材料主要来自国际机构康宁 等。上游设备供应企业较多，主要如生产马弗炉的上海恒字等企业，生产拉管机的东莞神龙机械等。行业中 游生产制造企业主要国际企业德国肖特(SCHOTT)公司、美国康宁公司(Corning)、日本NEG 公司(Nippon Electric Glass)和格雷斯海姆公司(Gerresheimer)，国内企业山东药玻、正川股份、沧州四星玻璃、凯盛君 恒、旗滨集团、东旭光电等。 转自：前瞻产业研究院 行业主要上市公司：力诺药包(301188.SZ)、山东药玻(600529.SH)、旗滨集团(601636.SH)、威高股份 (01066.HK)、正川股份(603976.SH)等 本文核心数据：产业链生态图谱;代表性企业产销量 产业链剖析：中游为核心环节 中国中硼硅玻璃行业上游原材料主要包括石英砂、硼砂、碎玻璃、方解石、长石等产品，主要生产设备为马 弗炉和拉管机，除此在制造中硼硅玻璃管/瓶的过程中需要大量电力、水和天然气资源。行业下游应用领域 主要为各大医疗机构和医药销售、物流机构等。 硅玻璃产业链区域热力地图：集中在东部沿海地区 ...