Group 1 - The core viewpoint is that China will actively advocate for global open-source cooperation in artificial intelligence, promoting the establishment of a cooperative center with BRICS nations and various organizations [1] - In the first half of this year, the registration of AI-related companies in China increased by 36.58% year-on-year, with a total of 36.6 million companies registered so far this year [2] - There are currently 2.3013 million AI-related companies in China, with over 60% of them established within the last three years [3] Group 2 - The majority of AI-related companies are concentrated in the information transmission, software, and IT services sectors, accounting for 29.88% and 29.70% respectively [4] - Additionally, AI-related companies are also significantly present in wholesale and retail, as well as leasing and business services, with respective shares of 15.64% and 11.29% [4]

企查查数据显示，国内现存7154家智能驾驶相关企业。从注册资本分布来看，智能驾驶相关企业多为资 金密集型，注册资本在5000万元及以上的相关企业占比达42.75%。其次，注册资本在1000万元 (含)-5000万元的相关企业占比28.23%。 2.成立年限在10年以上的相关企业最多 企查查数据显示，从经营时间来看，智能驾驶相关企业多为老牌企业，成立年限在10年以上的相关企业 最多，占比44.26%。其次，成立年限在5-10年的相关企业占比35.80%。 （原标题：自动驾驶系统测试场景新国标发布！国内智能驾驶相关企业超7000家） 近日，据媒体报道，由我国牵头制定的国际标准《道路车辆自动驾驶系统测试场景评价与测试用例生 成》正式发布。此次发布的标准主要规定了自动驾驶系统测试场景的评价流程与试验方法，明确测试场 景暴露率、复杂度、危险度等评价指标的判定要求，并定义了测试用例生成的一般性方法及其必要特 征。 中信证券表示，L4级别自动驾驶在多个场景中呈现积极变化；光大证券指出，高阶智驾下沉趋势下， 智驾SoC成黄金赛道；开源证券认为，智驾逐步开启商业化落地，智驾配置正成为差异化竞争关键。 企查查数据显示，国内现存7 ...

Core Insights - The demand for ice has surged due to high temperatures, with some ice factories reporting daily sales of 200-300 tons, equating to approximately 2000 to 3000 ice blocks [2] - The global ice machine industry is projected to grow from a market size of 14.48 billion yuan in 2019 to 21.29 billion yuan by 2024, with a compound annual growth rate (CAGR) of 8.0%, and is expected to reach 27.2 billion yuan by 2028 [2] Industry Overview - There are currently 36,800 existing ice-related enterprises in China, with a consistent growth trend in registrations over the past decade [3] - In 2024, it is anticipated that 7,107 new ice-related enterprises will be registered, representing a year-on-year increase of 24.07%, marking the highest registration volume in nearly ten years [3] Recent Trends - In the first half of this year, 7,596 ice-related enterprises have been registered, with 7,445 of these registered in the first half alone, reflecting a year-on-year growth of 180.94% [4] - The majority of new registrations this year are concentrated in the Central China region, contributing nearly 40% to the total, specifically 38.05%, followed by Southwest and East China regions with contributions of 22.48% and 18.41% respectively [5]

Core Insights - The opening of Shanghai LEGO Park marks the largest LEGO theme park globally, reflecting the confidence in China's expanding consumer market and the ongoing high-level opening-up policies [1] Group 1: Company Data - There are currently 3,247 theme park-related enterprises in China, with nearly 80% established for over five years [2] - Among these, 55.85% of the enterprises have been operating for 5 to 10 years, while 21.74% have been in operation for over 10 years [2] - In 2024, a total of 183 new enterprises are expected to be registered, with 67 already registered this year [2] Group 2: Regional Distribution - Theme park-related enterprises are primarily concentrated in South China, accounting for 32.09% of the total [3] - East China, North China, and Central China follow, with respective shares of 19.59%, 15.28%, and 11.40% [3] Group 3: City Distribution - A significant portion of theme park-related enterprises is located in first-tier cities, making up 25.72% of the total [4] - Third-tier and fourth-tier cities account for 20.01% and 16.30% of the enterprises, respectively [4]

Group 1 - A total of 79 new private equity and venture capital funds were registered in China, with a cumulative subscription amount of 40.448 billion RMB during the week of June 30 to July 6 [1] - The highest number of new funds was in Zhejiang Province, with 18 funds accounting for 22.78% of the total [1] - The largest subscription amount came from Beijing and Hunan, with shares of 13.68% and 13.23% respectively [1] Group 2 - 169 limited partners (LPs) contributed a total of 38.089 billion RMB to the new registered private equity funds, after excluding general partners (GPs) and individuals [2] - The majority of LPs were located in Jiangsu Province, which accounted for 15.38% of the total [2] - The highest subscription amounts were from Hunan and Zhejiang, with shares of 14.21% and 12.81% respectively [2] - Government-backed funds contributed the most, with a total of 30.761 billion RMB, representing 80.76% of the total subscriptions [2]

Core Insights - The beauty industry is increasingly entering the outdoor sports scene, with brands like Estée Lauder, Juhua, and L'Oréal responding to the growing demand for outdoor beauty products among consumers [1] - The number of registered cosmetics-related companies in China has shown a significant increase, with 5.65 million new registrations in 2023, marking a 51.35% year-on-year growth [2] - Over half of the existing cosmetics-related companies were established in the last three years, indicating a rapid influx of new entrants into the market [4] Group 1: Company Growth - There are currently 20.7343 million cosmetics-related companies in China, with a steady increase in registrations over the past decade [2] - In 2024, it is projected that 5.1884 million new cosmetics-related companies will be registered, although this represents a decline from the previous year [2] - As of now, 2.4755 million companies have been registered in 2023 [2] Group 2: Regional Distribution - New registrations of cosmetics-related companies are predominantly concentrated in Central China, contributing 31.24% to the total [3] - Eastern and Southern China follow, with contribution rates of 25.33% and 18.29% respectively [3] Group 3: Company Age - More than half of the existing cosmetics-related companies have been established in the last three years, with those founded within 1-3 years making up 33.49% of the total [4] - Companies established within the last year account for 22.17%, while those in operation for over ten years represent 6.41% [4]

Core Insights - The drifting industry has become a key driver of the "summer economy" in China, with a significant increase in related enterprises and tourist engagement during the hot summer months [1] Group 1: Industry Overview - As of now, there are 3,745 drifting-related enterprises in China, primarily concentrated in the East China, Central China, and Southwest regions, accounting for 25.5%, 17.84%, and 14.63% respectively [2] - The drifting industry has seen a diverse geographical spread across various provinces, with a notable concentration in mountainous and water-rich southeastern areas, particularly in Zhejiang, Guangxi, and Jiangxi [2] Group 2: Company Formation and Growth - Over 70% of existing drifting enterprises have been established for more than five years, with 44.8% of these companies founded between 5 to 10 years ago and 31.75% established for over 10 years [3] - The registration of drifting-related enterprises has shown a year-on-year increase of 22.92% in the first half of this year, with 118 new registrations compared to 171 in the entire previous year [4]

Core Insights - The emotional market is experiencing significant growth, with over 20,000 new companies registered this year, surpassing the total registrations of the previous year. This surge is driven by increasing mental health awareness among the youth, societal pressures, supportive policies, and technological advancements [1][2]. Group 1: Company Registration Trends - A total of 20,600 new mental health-related companies have been registered this year, exceeding last year's total registration level [2]. - The overall registration of related companies has shown an upward trend over the past decade, with a peak of 30,300 registrations in 2022. The registration volume for 2024 is projected to grow by 28.13% year-on-year, reaching 17,800 [2]. Group 2: Geographic Distribution of New Registrations - New registrations this year are predominantly located in the East China region, accounting for 34.22% of the total, followed by Central China at 29.58%, Southwest China at 10.64%, and North China at 10.02% [3]. Group 3: Existing Company Distribution - As of now, there are 140,500 existing mental health-related companies in China, with a significant concentration in new first-tier and first-tier cities, representing 23.33% and 20.5% respectively. Second-tier and third-tier cities account for 18.72% and 19.38% [4].

Core Insights - The sports event economy is experiencing significant growth, with over 80,000 sports-related enterprises registered this year, indicating a robust trend in the industry [1][2] Group 1: Economic Impact of Sports Events - The Jiangsu Province Urban Football League ("Su Super") has gained immense popularity, averaging over 10,000 spectators per match and generating billions in social media engagement, leading to an estimated economic benefit of over 300 million yuan for the entire season [1] - Each city participating in the "Su Super" is projected to earn an additional 2 million yuan on average [1] Group 2: Growth of Sports-Related Enterprises - As of now, there are 762,000 existing sports-related enterprises in China, with a projected total of 156,600 new registrations for 2024, despite a slight decline compared to the previous year [2] - This year, 82,300 sports-related enterprises have been registered, with 67,600 of those registered in the first five months, reflecting a year-on-year growth of 6.26% [2] Group 3: Age Distribution of Enterprises - The majority of existing sports-related enterprises (31.95%) have been established within the last 1-3 years, indicating a trend towards new entrants in the market [3] - Enterprises established within the last year and those over 10 years old account for 20.51% and 5.78% respectively [3] Group 4: Geographic Distribution of Enterprises - Sports-related enterprises are predominantly located in new first-tier cities (25.36%) and first-tier cities (24.16%), with a decreasing trend in enterprise stock as the city tier level decreases [4] - Second-tier and third-tier cities account for 19.48% and 16.56% of the enterprise distribution respectively [4]

Core Viewpoint - The beer market in China is experiencing growth opportunities due to the summer consumption peak and events like "Su Chao" driving night-time consumption, prompting breweries to launch a "summer offensive" [1] Group 1: Current Market Landscape - There are currently 65,900 beer-related enterprises in China, with the majority located in East China (24.02%), followed by Northeast China (16.24%) and Southwest China (15.75%) [2] - Over 60% of these enterprises belong to the wholesale and retail sector, which accounts for 64.27% of the total [3] Group 2: Registration Trends - The registration of beer-related enterprises has shown fluctuating trends over the past decade, with a total of 3,897 registered this year, of which 3,213 were registered in the first five months, reflecting a year-on-year increase of 4.56% [4]