Core Insights - The private domain e-commerce industry is experiencing rapid growth due to the saturation of user growth and rising customer acquisition costs, necessitating refined and differentiated operational strategies to meet user demands and enhance brand competitiveness [1][2][11] Industry Overview - Development Background and Drivers - The number of online shopping users in China reached 970 million in 2024, with a penetration rate close to 90%, indicating limited natural growth potential [2] - The transition from acquiring new users to managing existing ones has driven the demand for private domain e-commerce, which offers lower customer acquisition costs and focuses on long-term user value [2] Demand Side - User Needs - Users are increasingly prioritizing service quality and personalized experiences, with significant emphasis on after-sales service, product variety, and personalized fulfillment [4] - In private domain channels, users show a stronger inclination towards fulfillment efficiency and personalized needs, validating the effectiveness of refined operational strategies [4] Supply Side - Brand Focus - In the era of stock competition, brands are increasingly focusing on digital and channel operational capabilities to enhance competitiveness through private domain layouts [6][7] - Private domain strategies allow brands to leverage data and AI technologies to improve user operations and reduce operational costs [7] Policy Environment - The government has introduced various policies to promote the healthy development of private domain e-commerce, encouraging participation from individuals and small businesses [9][10] Industry Characteristics - The private domain e-commerce sector has evolved through technological iterations and policy regulations, entering a new phase characterized by AI empowerment and the integration of public and private domains [11][12] Operational Model - Private domain e-commerce drives growth through a comprehensive and refined operational model that enhances user lifetime value by diversifying acquisition channels and fostering user trust [14] Market Space - The industry is projected to grow to 2.3 trillion yuan in 2024, with a growth rate of 6.3%, and is expected to exceed 3 trillion yuan by 2025 due to consumption incentives and technological advancements [17][18] Participant Ecosystem - The private domain e-commerce ecosystem consists of brands, store owners, platforms, and consumers, with platforms playing a crucial role in connecting these parties [20][23] Platform Insights - Player Types - Different types of platforms, including comprehensive, vertical, and brand-specific players, serve as core suppliers of goods and services in the private domain e-commerce landscape [23] Platform Insights - Market Landscape - Leading platforms are focusing on marketing innovation, user recognition, and supply chain capabilities to establish competitive advantages [26] Consumer Insights - User Profile - The majority of private domain e-commerce users are women aged 24-39, with a good educational background and middle to high income levels [40] Consumer Insights - Purchasing Behavior - Users primarily purchase daily consumables, with price discounts, product variety, and personalized service experiences driving increased purchase frequency [42][43] Consumer Insights - Experience Feedback - User satisfaction is high, with over 80% expressing satisfaction with their shopping experiences, indicating potential for further enhancement through refined operations [47] Store Owner Insights - Profile - Female store owners are predominantly aged 31-40, with a high level of education, and are motivated by self-improvement and economic independence [50][55] Store Owner Insights - Business Behavior - Store owners primarily convert through word-of-mouth and personal experiences, with a strong internal drive for personal growth and economic contribution [53] Merchant Private Domain Layout - Nearly 90% of surveyed merchants have initiated private domain layouts, indicating positive early results in revenue contributions and operational efficiency [58] Industry Trend Outlook - Refined Operations - The shift from traffic-oriented to user-centric operations is essential for sustainable growth, emphasizing long-term relationships with users [67] Industry Trend Outlook - Technology Integration - The application of AI technology is expected to enhance operational efficiency across user management, content, supply chain, and service operations [70] Industry Trend Outlook - Model Export - Leading players are exploring overseas markets by leveraging successful social e-commerce models, indicating a trend towards international expansion [72]

近日，艾瑞咨询（艾瑞数智旗下品牌）基于对口腔美白管理行业的深度研究与分析，正式授予 好来牙膏（ DARLIE ） " 双管活氧 · 蓝光美白开创者 " 的市场地位声明。本次研究聚焦产品技 术创新、品类定义建立与行业发展贡献等核心维度，通过严谨的企业研究及技术对比分析，充 分肯定好来牙膏在推动口腔清洁美白管理方面的开创性贡献。 好来牙膏（原黑人牙膏） —— 守护健康笑容的百年匠心品牌 好来集团始于 20 世纪 30 年代的上海，本着为国人带来健康亮白的牙齿和灿烂笑容的使命，开始生 产黑人品牌牙粉及牙膏产品，成为早期民族工业企业之一。企业发展至今，凭借优质的产品及有效 的销售和市场策略，产品远销全球 10 余 市场 ，海外布局深厚， DARLIE 好来（原黑人牙膏）逐 渐成为亚洲市场家喻户晓的口腔护理领先品牌。 2012 年黑人牙膏成为中国牙膏市场销量第一品 牌， 2016 年黑人牙刷也跃升为牙刷市场 NO.1 。 黑人作为专注口腔健康的国民品牌， 90 多 年来始终致力于 解决 用户的口腔困扰，产品不断迭代 创新， 让消费者在家享受专家级的美白体验。 2021 年 12 月，品牌正式启用中文名 " 好来 " ， ...

Core Insights - The overall cloud service market in China is projected to reach 544.54 billion yuan in 2024, with a growth rate of 15%, driven by the rapid development of artificial intelligence which is upgrading cloud infrastructure and capability platforms [1][8][19] Market Overview - The IaaS market in China is expected to grow to 371.86 billion yuan in 2024, with a growth rate of 19.1%, while the PaaS market is projected to reach 101.86 billion yuan, growing at 35.8% [11] - The public cloud service market is anticipated to reach 387.87 billion yuan in 2024, with an 18% growth rate, benefiting from the rapid development of AI technologies [13] - The non-public cloud service market is expected to grow to 163.58 billion yuan in 2024, with an 11.2% growth rate, as traditional industries increasingly link their business scenarios with AI [16] Market Characteristics - AI has become a key focus in the cloud service industry, with participants expanding investments in intelligent computing infrastructure and improving AI development tools [8][11] - The public cloud market is experiencing intensified competition characterized by a balance between price wars and value wars, with AI technologies driving new opportunities [13][19] - The IaaS market is seeing simultaneous growth in both the quantity and quality of computing resources, while the PaaS market is undergoing a critical technological transition influenced by AI [11][21] Competitive Landscape - In the public cloud IaaS market, Alibaba Cloud, Huawei Cloud, and Tianyi Cloud are the top three players, with Tencent Cloud and Mobile Cloud tied for fourth place [19] - Operator-backed cloud vendors are gaining market competitiveness by enhancing infrastructure and investing in AI, while internet-based cloud vendors are focusing on business streamlining and capability concentration to alleviate competitive pressure [19][21] Development Trends - The cloud computing sector is positioned as a critical infrastructure in the AI era, continuously providing foundational resources and platform tools to support AI industry development [8][11] - The integration of AI into traditional industries is expected to create opportunities for private cloud deployments, as businesses seek cost-effective and tailored solutions [16][19]

Industry Overview - The liquor industry is undergoing a deep adjustment period, with the white liquor sector facing high channel inventory and price inversion, while leading companies like Moutai and Wuliangye continue to grow [6][11] - The beer industry is performing well, with major players like China Resources, Tsingtao, and Yanjing showing revenue and profit growth, driven by high-end products [5][6] - The overall liquor market structure remains largely unchanged, with leading companies gaining more advantages while different liquor categories face unique challenges and opportunities [6][10] Key Insights on Liquor Segments - The second and third-tier sauce liquor brands are struggling with inventory buildup and price inversion, necessitating a shift from scale competition to value competition, focusing on brand positioning and quality upgrades [3][4] - The beer industry is experiencing a transformation with a focus on high-end products, craft beers, and innovative distribution channels, which are becoming key profit growth points [5][6] - The low-alcohol liquor market is projected to reach 74 billion yuan by 2025, with a compound annual growth rate of 25%, as younger consumers drive the trend towards "light drinking" and social consumption [13][14] Brand Dynamics - Wuliangye reported a revenue of 52.771 billion yuan in the first half of 2025, reflecting a year-on-year growth of 4.19%, showcasing the resilience of industry leaders [16] - Luzhou Laojiao achieved a revenue of 16.454 billion yuan and a net profit of 7.663 billion yuan, focusing on market penetration and product innovation to adapt to changing consumer demands [20] - Moutai is launching new products to enhance market reach, emphasizing consumer needs and personalized offerings during the adjustment period [7][8] Consumer Trends - The industry is witnessing a shift towards lower alcohol content and personalized products, with companies like Wuliangye and Luzhou Laojiao introducing low-alcohol options to cater to younger consumers [13][29] - The focus on emotional value and social attributes in consumption is becoming increasingly important, as brands adapt to the preferences of younger demographics [9][21] - The online sales of aged liquor are growing, with the market expected to exceed 130 billion yuan by 2024, driven by younger consumers and the demand for unique experiences [14][19] Strategic Initiatives - Companies are increasingly adopting cross-industry strategies to attract younger consumers, with brands like Moutai and Luzhou Laojiao exploring collaborations with non-alcoholic sectors [11][12] - The emphasis on cultural experiences and community engagement is becoming a key strategy for brands to build loyalty and enhance consumer connections [25][26] - The introduction of innovative products and marketing strategies is essential for brands to navigate the competitive landscape and meet evolving consumer expectations [22][30]

Core Insights - The report analyzes the changes in the food delivery and instant retail industry in the post-subsidy era, focusing on user behavior shifts, collaborative consumption value, and the rise in quality demand [1] User Behavior Changes - The subsidy war has significantly lowered users' price anchors, with 26.3% of users now spending 20 yuan or less per order, compared to 14.5% before the war [2][11] - High-frequency reliance on delivery services has solidified, with 60.5% of users placing orders more than three times a week, indicating a shift from occasional use to daily reliance [2][15] - Users are increasingly prioritizing quality, with 81.3% willing to pay a premium for guaranteed quality experiences [2][58] Market Structure Changes - The market is evolving into a "three-way split," with users divided into price-driven (49.3%) and value-driven (26.8%) segments, leading to a competitive landscape among platforms [3][26] - JD.com is expected to surpass competitors in the quality delivery segment, with a projected 35.6% of future orders, driven by user trust in its brand [3][69] Collaborative Consumption Value - The competition has shifted from mere traffic acquisition to deep collaboration capabilities among platforms, with food delivery acting as a "super entry point" for high-frequency users [4] - JD.com and Taobao have successfully integrated food delivery into their broader e-commerce ecosystems, enhancing user retention and value [4][43] User Segmentation and Choices - Users have differentiated into three groups based on price sensitivity: high price-sensitive (49.3%), low price-sensitive (26.8%), and medium price-sensitive (19.5%) [26][30] - Price increases have prompted users to reassess their consumption priorities, leading to a clear segmentation of user behavior [24][29] Platform Dynamics - New business launches have coincided with user migration, resulting in significant user growth for JD.com and Taobao, while Meituan's growth has stagnated [31][34] - JD.com has seen a 13.3% increase in monthly active users, while Meituan's growth was only 2.2% during the same period [34] Quality Demand and User Trust - Users define quality delivery by safety, compliance, and transparency, with a strong preference for platforms that can assure these factors [51][52] - The willingness to pay for trust is evident, with over 80% of users ready to pay extra for quality guarantees [58][60] Competitive Landscape and Future Outlook - The market is expected to stabilize into a three-way competition among JD.com, Taobao, and Meituan, with a focus on quality delivery as the key differentiator [67][69] - JD.com is positioned to capture a significant share of the quality delivery market, with 59.5% of users indicating an increase in usage [71][87] Conclusion - The industry is transitioning from a focus on traffic to a focus on user value, with quality becoming the critical lever for market success [88][92] - Platforms must understand and operate within the differentiated user segments to maximize their competitive advantage [90][91]

核心摘要： 本报告聚焦在线综艺行业核心参与者，通过艾瑞自研的第三方网民网络行为监测系统和视频内容监测系统的 大数据分析，系统的呈现2024-2025年中国在线视频综艺市场的用户规模、内容创新及营销趋势。并结合 定量调研与行业专家访谈，深度解析热门赛道的内容创作逻辑，以及全域生态营销、品牌角色共创等前沿玩 法。报告旨在为平台方及品牌主提供综艺IP开发、技术赋能与商业变现的决策参考，推动行业从流量竞争向 精品化、长效化转型。 在线视频用户规模 在线综艺营销趋势 丨白皮书 综艺市场整体处于相对稳定的发展阶段，每月月独立设备数达到 5-6 亿的活跃量级。受益于暑期档 学生用户的涌入、热门节目排播和高温宅家需求的旺盛， 2024 年 6 月月活设备量级达到全年峰 值；受国庆假期集中效应和开学季后年轻用户放松需求的影响， 10 月综艺市场表现再次回升。 在线视频综艺频道用户画像 整体用户数量已达 10 亿级规模，年同比小幅增长，平均增幅达 3.4% ，行业出现显 著回暖迹象 2024 年以来在线视频出现回暖迹象，月独立设备数同比呈现小幅增长，尤其在 2024 年 Q2 和 Q4 两季度同比增幅较高，全年月平均同比增长率达 ...

Core Insights - The article emphasizes the evolution of smart toilets from basic flushing tools to comprehensive home smart terminals that integrate comfort, hygiene, intelligence, energy efficiency, and safety. The industry is moving towards personalized, intelligent, and convenient user experiences, with a focus on three core trends: quiet operation, cleanliness, and energy conservation [1]. Group 1: User Pain Points - Users face several pain points with current smart toilets, including inadequate cleaning and flushing performance, especially in high-rise buildings or low water pressure environments. Some products are noisy during operation, disturbing family members at night [2]. - There is insufficient splash and odor prevention in many entry-level or traditional products, leading to hygiene issues and poor air quality in bathrooms [2]. - Health and safety concerns are prominent, with issues such as water quality degradation in storage tanks and potential electric shock risks from inadequate waterproofing [2]. - The convenience of use is lacking, with some products having non-adjustable sensor lid functions that lead to frequent misactivations [2][4]. Group 2: New Consumer Trends - The rise of smart home technology has made smart toilets a key product for bathroom upgrades, with consumers focusing on comfort, convenience, and hygiene. Over 50% of users consider multi-temperature water and seat adjustments essential, particularly in winter [5]. - Nearly 44% of users prioritize the reliability and timeliness of automatic flushing, while about 32% are concerned with the sensitivity of sensor lids, especially among the elderly and those with mobility issues [5]. - Hygiene is a core concern, with 53% of users emphasizing the importance of features that reduce bacterial residue, such as antibacterial coatings and foam shields [5]. Group 3: Advancements in Smart Toilets - Smart toilets are entering a new phase characterized by quieter operation, enhanced cleanliness, and energy efficiency. Innovations include siphon and vortex silent flushing systems, lid closing noise reduction, and night mode features that significantly lower noise levels [6][8]. - The built-in foam shield technology effectively addresses traditional pain points related to aesthetics, space usage, and hygiene, with nearly 90% of users focusing on this feature during purchase decisions [9]. - Energy-saving technologies are becoming a focal point, with dual-flush systems intelligently adjusting water usage based on waste type, and temperature controls that reduce energy consumption by 30%-50% [10]. Group 4: Case Studies of Innovation - The industry is witnessing significant technological breakthroughs aimed at enhancing user experience, particularly in cleanliness and noise reduction. Traditional flushing methods are being challenged by new systems that promise silent and thorough cleaning [11][12]. - JOMOO Group has pioneered a flip-flush technology that utilizes smart motors and non-spray structures, achieving ultra-quiet operation at 38 decibels and a 99% odor removal rate, thus redefining user experience in smart toilets [12].

Core Insights - iResearch has officially certified Jomoo Group for its "Global First Intelligent Toilet Flipping Flush Technology," recognizing its significance in upgrading the smart toilet category through innovation and industry impact [1] Industry Pain Points - Consumers face common issues with traditional flushing methods, such as excessive noise and incomplete flushing. Traditional direct flush toilets can quickly remove waste but cause splashing and noise, while siphonic toilets, although effective, also produce significant sound. These limitations hinder user experience and industry advancement [4][6] Digital Transformation - Jomoo Group, a leader in the bathroom industry for 35 years, emphasizes the use of advanced digital and AI technologies in its factory construction. The company has established a global network of 15 high-end smart factories, supporting product development and industry upgrades across various categories, including smart toilets, hardware, ceramics, bathroom cabinets, and kitchen cabinets [5] Technological Leadership - Jomoo Group maintains originality and leadership in core product technology. Its self-developed flipping flush technology, compared to traditional direct and siphonic flushing, utilizes a revolutionary smart motor and non-jetting structure to effectively prevent aerosol splashing and odor issues. The average noise level during flushing is as low as 38 decibels, significantly below the industry average. Additionally, Jomoo has introduced the industry's largest 65mm drainage pipe, improving capacity by 50% compared to conventional pipes, addressing long-standing issues of incomplete flushing, clogging, and residue buildup [6]

Core Insights - The total audience for the first match of the Hunan Super League (湘超) reached 1.822 million, with 40,000 attending in-person and 1.782 million watching online, primarily through Douyin [1][3] - Douyin emerged as the main platform for live streaming, accounting for 30% of the total viewership, while Migu Video showed higher user engagement with an average viewing duration of 3-5 minutes [1][3] Audience Overview - The audience demographic is predominantly male (79%) and aged between 31-45 years (55%), with a significant focus on local viewers from Hunan province [3][8] - The online audience includes over 60% from outside Hunan, with Guangdong (10.8%), Jiangsu (6.4%), and Zhejiang (5.9%) being the top provinces [6][3] Engagement and Popularity - The first match generated significant social media buzz, with search and information indices on Baidu surpassing those of the Scottish Super League during its opening [4][10] - Social media interactions peaked on September 7, reaching 741,480, a 186% increase from the previous day, driven by key events such as the opening announcement and the first goal [12][10] Social Media Dynamics - Short videos were the primary medium for social media engagement, with a total volume of 8,581 and interactions reaching 2,234,770, significantly higher than other platforms like Weibo [14][10] - The overall social media volume showed a fluctuating upward trend, with a peak of 5,209 on September 7, indicating strong engagement and interest [10][12] Cultural Resonance - The integration of Hunan culture resonates more with local audiences, with 68.2% of Hunan residents recognizing its cultural attributes compared to 59.9% from outside the province [22][24] - Topics such as "Hunan cultural integration" and "cultural tourism consumption linkage" received the highest attention from local audiences [24][22] Viewing Preferences - Both local and external audiences heavily rely on platforms like Tencent Sports and Migu for live broadcasts, with 67% of external viewers and 65.9% of local viewers using these services [26][28] - The top three factors valued by viewers include "professional commentary," "convenience," and "interactive features," with local viewers placing higher importance on the first two [26][28] Satisfaction and Improvement Areas - Overall satisfaction among viewers is high, with over 95% rating their experience at 3 or above [28][29] - There are notable differences in improvement priorities between local and external audiences, with external viewers focusing on "commentator professionalism" while local viewers prioritize "multi-angle camera switching" [28][29]

研究背景 随着数字经济成为经济增长的重要引擎，数据要素的高效可信流通与利用已成为推动产业升级的关键。 2024 年，国家数据局印发的《可信数据空间发展行动计划 （ 2024-2028 年）》为可信数据空间的建设提供了顶层设计与明确指引，并于 2025 年批准了首批试点项目。在此背景下，艾瑞咨询将启动《中国可信数据空间行 业研究报告》，从行业政策、落地实践、客户需求、厂商能力及未来趋势等多个维度进行深度研究，旨在为各方参与者提供有价值的参考。 征集 目的 为了更好地分析可信数据空间的行业现状与应用场景，研判未来趋势，并从体系化视角洞察可信数据空间的发展路径，现诚挚邀请各类技术服务商、可信数据空间 试点单位、空间运营方等多元参与主体，共同交流行业实践、把脉未来方向，更好地推进行业发展。 研究内容 本报告将通过大量案例实证和数理实证，并运用企业调研和专家访谈等方式展开研究，报告分为四个部分： 1、 可信数据空间发展研究：对可信数据空间的行业政策、海外与中国模式对比、中国可信数据空间的技术架构、运营模式及试点单位落地情 况展开研究。 2、 市场现状分析：围绕 " 市场参与者类型与行业格局、中国市场的需求特点、市场机会 ...