（图片来源：摄图网） 在全球汽车市场向新能源转型的大趋势下，传统车企纷纷加快电动化步伐，宣布了各自的电动化战略和时间 表。例如，梅赛德斯-奔驰早前称将在2030年前实现100%电动车销售。 康林松呼吁，应通过税收优惠和在充电站提供低廉电价等方式，引导用户转向电动车。他认为，脱碳必须以 技术中立的方式推进，不能牺牲经济活力。他还强调，欧洲汽车工业的百年积淀不应在一次过于激进的政策 试验中被动消耗殆尽。 新能源汽车产业作为全球汽车产业转型升级的关键方向，正以迅猛之势蓬勃发展。它以电动汽车、插电式混 合动力汽车、氢燃料电池汽车等为主要代表，凭借环保、高效、智能等优势，成为应对气候变化、实现能源 可持续利用的重要抓手。各国政府纷纷出台补贴、税收优惠等政策，大力扶持新能源汽车的研发、生产和推 广，推动其市场份额持续攀升。同时，技术创新不断突破，电池能量密度提升、充电设施完善、自动驾驶与 车联网技术融合，进一步增强了新能源汽车的市场竞争力。 当欧洲传统巨头在转型中挣扎时，中国新能源汽车市场已完成从政策驱动到市场驱动的跨越式发展。2023年 全球新能源汽车行业市场规模5052.67亿美元，中国贡献了63%的份额，渗透率从2 ...

2019年西安地铁总里程只有158公里，到了2024年，地铁里程已突破400公里，跻身全国地铁第十城， 值得注意的是，近期西安地铁和港铁联手合作，消息一出惊起千层浪，一南一北相隔超1400公里的城市，究 竟想要下一盘怎么样的大棋？ 在中国城市交通版图中，西安是一个特殊的存在。 因其地理位置，被网友戏称为"唯一没有民用机场的省会"，殊不知它正以独特的历史底蕴与现代活力，书写 着属于自己的"地下长安"篇章。 从单一骨干线路到"棋盘+环+放射"的立体格局，地铁，正成为这座千年古都焕新发展的"动脉"。 地铁，2025年最难的生意 当前，中国地铁行业普遍陷入"高投入、低回报"的困境。在已经发布2024年财报的28个城市地铁公司中，若 扣除补贴，除福州和上海外，其余26城地铁公司均处于亏损状态。 全国地铁运营里程前十名的城市经营情况 | 城市 | | 归母净利润 政府补助 扣除政府补 | | | --- | --- | --- | --- | | | (亿元) | (亿元) | 助后的利润 | | 北京 | 31.53 | 248.52 | -216.99 | | 上海 | 0.52 | 0.1 | 0.42 | | 广 ...

宁德时代宜春锂矿确认停产 8月11日上午，动力电池巨头宁德时代在互动平台对外确认，公司在宜春项目采矿许可证8月9日到期后已暂 停了开采作业。上述项目何时重启？目前尚无明确时间点。 全球首家机器人4S店亮相北京亦庄 据北京发布，12日，为期5天的2025世界机器人大会即将胜利闭幕。与往届不同，本届大会期间新增了一个 消费场景——全球首家具身智能机器人4S店（ROBOT MALL）面向社会公众正式开放。 淘宝闪购峰值超过了美团 上周，在 "秋天的第一杯奶茶""88会员日""大会员体系""超级星期6" 各种促销活动以及居民楼办公楼商场车 站随处可见的橙色广告的共同推动下，淘宝闪购的日订单量连续在这三天都超过了1亿单。8月8日和8月9 日，这两天淘宝闪购的日订单量份额首次超过了美团。 广州：加强对区块链、人工智能等关键数字服务机构的招商引资力度 深圳华强在机构调研时表示，电子元器件的价格在2023年和2024年经历了两年的下行，大部分电子元器件的 价格已经处于底部，而且这几年激烈的价格竞争，不断推动上游芯片设计行业加速洗牌和过剩产能出清进 程。 华为乾崑智驾搭载量达100万辆 广州市人民政府近日印发《关于贯彻落实金融 ...

Core Insights - The global functional skincare market is projected to reach approximately $180.5 billion in 2024, with China accounting for about 27% of the global skincare market [6][8]. - The market for functional skincare products is expected to grow at a compound annual growth rate (CAGR) of 5%, potentially exceeding $240 billion by 2030 [10]. Industry Overview - The concept of "functional cosmetics" emerged in the 1940s, with the term "pharmaceutical cosmetics" introduced in the 1970s by dermatologist Albert Kligman, leading to widespread acceptance in Western countries [6]. - The functional skincare market is currently dominated by brands from Europe, Japan, and the United States, with significant players including L'Oréal, Estée Lauder, and Shiseido [3]. Market Competition - The global functional skincare market exhibits a moderate level of concentration, with numerous brands competing, although leading companies like L'Oréal and Estée Lauder hold significant market shares [4]. - China's Betaini has a notable competitive advantage in the dermatological skincare segment [3]. Future Projections - The global functional skincare market is expected to grow at a faster rate than the overall skincare market due to the increasing prevalence of sensitive skin issues in major countries [10].

（图片来源：摄图网） 近期，小米集团通过密集的人事调整与资源倾斜在非洲市场展开新一轮战略攻势。 据新浪科技报道，小米国际业务近日完成重要人事任命：原中国区高管刘社全出任非洲地区部总经理，并兼 任西非战区负责人，直接向国际销售部总经理林恩汇报。此次调整不仅涉及核心管理层，更构建起覆盖东 非、肯尼亚、市场及售后服务的完整区域管理体系——邹承宗负责东非战区，黄进华担任肯尼亚国家经理， 吴春晖担任市场部负责人，刘业齐担任售后服务部负责人，四人直接向刘社全汇报。从这次人员调整不难看 出，小米将对非洲市场发力。 小米在非洲的野心早已有迹可循。自2019年成立非洲地区部以来，其业务已覆盖埃及、南非、尼日利亚等16 国。在此前的第八届中非企业家大会上，小米集团创始人、董事长兼CEO雷军明确表示将加大在非洲大陆 的投入。而最新数据显示：2025年第一季度，小米非洲出货量达260万部，同比增长32%，市场份额升至 13%，成为非洲市场增长最快的品牌之一。2024年，小米在非洲的销量增长达38%，市场份额升至11%，成 为仅次于传音和三星的第三大智能手机品牌。对比去年全年数据，其增长轨迹呈现加速态势。 长期以来，传音凭借其在非洲市 ...

Summary of Key Points Core Viewpoint - The investment and financing landscape of the medical beauty injection materials industry in China is relatively mature, with a significant number of investment events and a focus on scientific research and technology services. Group 1: Financing Status - As of June 2025, there have been 39 investment events in the medical beauty injection materials industry, indicating a mature investment environment [2][4]. - The majority of financing events are concentrated in Shandong and Jiangsu provinces, with Shandong having 8 events and Jiangsu 7 events [4]. Group 2: External Investment Layout - Representative companies in the medical beauty injection materials industry have engaged in numerous external investment events, primarily focusing on scientific research and technology services, which account for approximately 58% of their investments [14][13]. - Other sectors of investment include manufacturing (18%) and wholesale and retail (8%) [14]. Group 3: Mergers and Acquisitions - The level of mergers and acquisitions in the medical beauty injection materials industry is relatively low, with notable participation from real estate companies. For instance, Lushang Development acquired 100% of Shandong Furuida Pharmaceutical Group in 2018 to enter the medical beauty sector [16].

Core Insights - The coronary artery stent market in China is projected to reach approximately $7.0 billion by 2024, with a year-on-year growth of 6.4% [5][6]. Market Overview - In 2023, 8.368 million patients were hospitalized for coronary heart disease, with 1.901 million undergoing PCI (Percutaneous Coronary Intervention), where stent placement accounted for 81.2% of these procedures [3][6]. Product Structure - Drug-eluting stents (DES) dominate the market, expected to account for 69% of market revenue in 2024. The increasing prevalence of hypertension and diabetes due to aging populations and lifestyle changes is driving demand for DES [7][6]. Development Trends - **Material Innovation**: New alloy materials such as platinum-chromium and nickel-titanium are increasingly used due to their superior mechanical properties and biocompatibility. Biodegradable materials like polylactic acid and polycaprolactone are also being adopted to mitigate long-term foreign body reaction risks [11]. - **Functional Innovation**: Improvements in drug carriers for drug-eluting stents enhance drug release efficiency, reducing the risk of late thrombosis. Smart stents integrating sensors can monitor physiological parameters in real-time and adjust drug release accordingly [11].

Core Insights - The company reported a mixed performance for the first half of 2025, with revenue declining by 2.7% to approximately 40.092 billion yuan, while net profit increased by 20.5% to 2.271 billion yuan [2] Revenue and Profit Analysis - The core business of instant noodles continues to struggle, with sales down by 2.5% to 13.465 billion yuan in the first half of 2025, and high-priced instant noodle sales plummeting by 7.2% to 5.092 billion yuan [2] - The beverage segment also faced challenges, with revenue decreasing by 2.6% to 26.359 billion yuan, driven by declines in tea beverages (down 6.3% to 10.67 billion yuan), packaged water (down 6.0% to 2.377 billion yuan), and juice (down 13.0% to 2.956 billion yuan) [4][5] Market Trends and Consumer Behavior - The decline in the instant noodle market is attributed to two structural changes: the rise of food delivery services and the increasing health consciousness among consumers [3][4] - The food delivery market in China reached 1.1 trillion yuan in 2022, with a compound annual growth rate exceeding 20% from 2018 to 2022, indicating a significant shift in consumer eating habits [3] - Consumers are increasingly prioritizing health and quality, leading to a decline in demand for traditional fried instant noodles, which are often viewed as unhealthy [4] Cost Management and Profitability - Despite revenue declines, the company achieved profit growth due to effective cost management, including a decrease in raw material prices and reduced marketing expenses [5] - The company's net profit growth is seen as a result of strategic asset sales and a focus on high-margin businesses, although this "cost-cutting" approach may not be sustainable in the long term [5] Industry Outlook - The company's financial performance reflects broader changes in the fast-moving consumer goods industry, where convenience is no longer the sole priority, and businesses must redefine their value propositions to meet evolving consumer demands [7]

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：产量;销量 2、"A"类与"I"类评审结果数量相当 1、关联评审流程 截至2025年，中国中硼硅玻璃包材"A"类与"I"类评审结果分布中，"A"类数量239个，占比47%，"I"类占 比53%。 最新修订的《中华人民共和国药品管理法》进一步明确规定：国务院药品监督管理部门在审批药品时， 对化学原料药一并审评审批，对相关辅料、直接接触药品的包装材料和容器一并审评，对药品的质量标 准、生产工艺、标签和说明书一并核准。原辅包登记平台上的"与制剂共同审评审批结果"标识改为两 种，即"A"和"I"，"A"代表已批准在上市制剂使用的原料/辅料/包材，"I"代表尚未通过与制剂共同审评 审批的原料/辅料/包材。 截至2025年中国中硼硅玻璃包材"A"类评审结果产品分布中，安瓿、输液瓶、注射剂瓶及其他分别为77 个、3个、116个和43个。 3、"A"评审结果国产数量多于进口 截至2025年中国中硼硅玻璃包材"A" ...

转自：前瞻产业研究院 行业主要上市公司：中兵红箭(000519)、黄河旋风(600172)、力量钻石(301071)、惠丰钻石(839725)、国机精 工(002046)、四方达(300179)、沃尔德(688028)等 本文核心观点：2025年全球超硬材料行业呈现"技术双轨竞争、应用多元拓展"的发展格局，纳米孪晶金刚石 和新型超硬化合物研发成为技术制高点，行业正加速向半导体、量子计算等新兴领域转型。 从HPHT突破到纳米孪晶材料的性能跃升 超硬材料的技术发展可追溯至20时间50年代，始于高温高压合成金刚石技术的成功实现。1953年瑞典ASEA 与1954年美国GE相继合成出可控的人造金刚石，开启了超硬材料工业化的先河。随后，1957年立方氮化硼 问世，成为继金刚石后又一重要的超硬材料，因其出色的耐热性和对铁系材料的化学惰性，在切削和磨削领 域得到了广泛的应用。进入1980年代后，化学气相沉积技术的发展推动了金刚石薄膜的低压合成，为电子器 件、热管理与精密加工领域提供了更广泛的材料选择。同时，聚晶、纳米晶等微结构控制手段使金刚石和立 方氮化硼材料性能得到进一步的提升。而近十年来，纳米孪晶结构技术成为突破硬度极 ...