Industry Investment Rating - The report does not explicitly provide an investment rating for the B2B industry [1][2] Core Viewpoints - China is in a technological红利 window driven by AI, which is accelerating the digital transformation of traditional industries, creating new opportunities for the B2B sector [2] - The integration of AI technologies, particularly generative AI, is expected to drive significant growth in the B2B market, with a projected growth rate of over 6% in the next 2-3 years [2] - The B2B market size reached 16.7 trillion yuan in 2023, and the adoption of generative AI is expected to further enhance the digital and intelligent transformation of the economy [2] Industry Development Opportunities - The global AI-driven technological competition is creating a strategic opportunity for China to lead in the B2B sector, with policies emphasizing AI's role in economic transformation [2][9] - Small and medium-sized enterprises (SMEs) in industrial clusters are a key focus for digital transformation, offering significant growth potential for B2B platforms [2][19] - Generative AI applications are rapidly being adopted in the B2B sector, with technology value being increasingly validated [2][14] B2B Platform Value Analysis - B2B platforms are leveraging generative AI to address challenges in production, transaction, and supply chain management, enhancing competitive barriers and capturing market opportunities [3] - On the production side, B2B platforms are improving efficiency and reducing operational risks through digital technologies [3] - On the transaction side, platforms are enhancing efficiency and risk management through data integration and standardization [3] - On the supply chain side, generative AI is being used to optimize inventory management, improve delivery speed, and secure financial resources [3] Industry Trends - The global economic transformation and technological advancements are driving B2B platforms to develop capabilities that are "more demand-aware, product-aware, and responsive" [4][73] - Industrial clusters are crucial for China's economic transformation, and B2B platforms are focusing on standardizing products and cultivating SMEs to gain competitive advantages [4][76] Market Growth Drivers - Policy support for AI and digital transformation is a major driver for the B2B market [9][10] - Economic recovery and stable market confidence are supporting the growth of the B2B sector, with manufacturing PMI indicating stable expectations [16] - The growth of industrial clusters, particularly in advanced manufacturing, is creating significant opportunities for B2B platforms [19][20] B2B Platform Capabilities - B2B platforms are enhancing production efficiency through digital technologies, including AI-driven product selection and agile production models [40][41] - On the transaction side, platforms are improving marketing, transaction matching, and risk management through AI and data integration [43][44] - In the supply chain, platforms are using AI to optimize inventory, improve delivery speed, and enhance financial resource allocation [52][53] Case Studies - Baidu's Ai Procurement platform is leveraging AI and digital infrastructure to help SMEs overcome digital transformation challenges and achieve cost reduction and efficiency improvement [56][57] - Alibaba's 1688 platform is focusing on user-first, AI-driven, and supply chain strengthening strategies to enhance transaction and operational efficiency [70][71] Future Trends - B2B platforms are expected to continue leveraging AI to enhance their capabilities in understanding demand, improving product awareness, and increasing responsiveness [73][74] - The focus on industrial clusters and the cultivation of SMEs will remain a key strategy for B2B platforms to gain competitive advantages in the AI-driven era [76][77]

Industry Investment Rating - The report does not explicitly provide an investment rating for the B2B industry [1] Core Views - China is in a technological红利 window driven by AI, accelerating the integration of B2B with new AI applications, presenting new opportunities for industry growth [2] - The B2B market size reached 16.7 trillion yuan in 2023, with a projected growth rate of over 6% in the next 2-3 years [2] - B2B platforms are leveraging generative AI to address challenges in production, transaction, and supply chain, enhancing competitive barriers and capturing incremental market opportunities [3] - The industry is expected to focus on building "demand-understanding, product-understanding, and rapid-response" capabilities to seize opportunities in the era of technological transformation [4] Industry Development Opportunities - AI-driven digital transformation is accelerating, with generative AI applications in B2B fields rapidly expanding, validating the technology's value [2][14] - The digital transformation of small and medium-sized enterprises (SMEs) in industrial clusters is a key focus, offering significant strategic opportunities for B2B platforms [19] - The B2B market is expected to grow steadily, driven by policy support, economic recovery, and AI advancements, with a projected growth rate of over 6% in the next 2-3 years [2][34] B2B Platform Value Analysis - B2B platforms are using generative AI to optimize production efficiency, transaction matching, and supply chain management, enhancing overall competitiveness [3][40][52] - Platforms are focusing on improving marketing efficiency, transaction matching, and risk management through AI-driven solutions [44][47] - Generative AI is helping platforms optimize inventory management, improve delivery speed, and enhance access to industrial financial resources [52][53] Industry Trends - B2B platforms are expected to leverage AI to build "demand-understanding, product-understanding, and rapid-response" capabilities to capture new opportunities in the era of technological transformation [73] - The industry will focus on standardizing product quality and fostering clusters of SMEs with new productive forces to help industrial clusters gain competitive advantages [76][77] - The integration of AI with B2B business processes will accelerate, enabling platforms to quickly apply AI in specific business scenarios and support industrial upgrading [76]

中国移动互联网流量季度报告 2024年Q1 ©2024 iResearch Inc. DESCRIPTION 研究范围 研究范围 1. 研究对象： -中国移动互联网网民、智能大屏用户 及数据说明 ...

中国脱发白发理疗产业洞察报告 乌发如瀑映日辉，防脱防白正当时 部门：企服研究五组 ©2024 iResearch Inc. ▋ 研究意义 脱发与白发问题已逐渐成为我国乃至全球面临的共同难题。卫健委最新数据显示，截至 ABSTRACT 2020年底，我国脱发人群已超2.52亿，占比高达17.7%，遗传因素、生活方式的变化、 工作压力的增加以及环境因素等导致越来越多的中国人面临脱发白发等头发健康问题。 摘要 本报告旨在提供对中国脱发白发理疗产业的深入洞察，分析市场发展情况，了解用户的 脱发白发理疗行为特点，以期为行业从业者和投资者等各类主体提供参考与借鉴。 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report highlights that 52.2% of adult women self-identify as having sensitive skin, with mild sensitivity being the most common, characterized by symptoms such as dryness, redness, and tightness [9][22][97] - The main triggers for sensitive skin symptoms include irregular sleep patterns (58.4%) and environmental/temperature changes (54.7%) [9][33] - There is a growing demand for sensitive skin-friendly makeup products, with a focus on natural ingredients and skin-soothing properties [11][102] User Perspective: Insights on Sensitive Skin Makeup Demand - Sensitive skin individuals have a higher frequency of makeup usage compared to those with healthy skin, with nearly 40% not believing that makeup harms their skin [10][57] - During sensitive skin flare-ups, 87.6% of individuals still choose to wear makeup if symptoms are not severe, although 68.3% modify their makeup routine [60][98] - The desired attributes for sensitive skin makeup include adherence, longevity, and coverage, with an emphasis on non-irritating ingredients [63][98] Development Perspective: Trends in Sensitive Skin Makeup - The sensitive skin care market is experiencing significant growth, leading to an increase in the variety of sensitive skin makeup products available [11][102] - The report notes a trend towards lightweight, breathable formulations that prioritize natural ingredients and skin health [11][110] - The market is seeing a diversification of product offerings tailored to different skin types and age groups, reflecting the evolving consumer needs [11][109] Professional Perspective: Expert Insights and Makeup Guidance - Experts suggest that sensitive skin is often a result of compromised skin barrier function, and recommend gentle cleansing, moisturizing, and sun protection as key practices [12] - The report emphasizes the importance of using makeup products that are tested and verified by third-party organizations to build consumer trust [77]

Investment Rating - The report does not explicitly state an investment rating for the low-altitude economy industry Core Insights - The low-altitude economy is expected to experience significant growth, driven by advancements in drone technology and increasing applications in logistics and transportation [11][51] - The report highlights the importance of infrastructure development and regulatory frameworks to unlock the full potential of the low-altitude economy [70][40] Summary by Sections 1. Macroanalysis - The report discusses the macro development environment for the low-altitude economy, emphasizing the impact of military conflicts, such as the Russia-Ukraine war, on the acceleration of drone technology in civilian applications [6] - It notes that the global drone market reached $31.5 billion in 2023, with a projected annual growth rate of around 10%, potentially exceeding $40 billion by 2026 [11] 2. Industrial Chain - The industrial chain analysis indicates that while drones are a key component, the development of supporting infrastructure, such as air traffic management and takeoff/landing facilities, is crucial for the low-altitude economy [29][40] - The report outlines the various stakeholders in the low-altitude economy, including drone manufacturers, infrastructure developers, and regulatory bodies [30] 3. Technology Application - The current applications of low-altitude technology are primarily in logistics and passenger transport, which are expected to account for 95% of the economic benefits from the low-altitude economy [47] - The report highlights that the majority of drone operations in China are currently focused on surveying and inspection, which are seen as interim applications until broader regulations are established [65] 4. Future Trend Outlook - The report predicts that within five years, infrastructure and management regulations will be fully established, leading to rapid development in the low-altitude economy [70] - It emphasizes the potential for hydrogen-powered aircraft to become a significant part of the low-altitude economy, offering advantages in energy density and operational efficiency [73]

Industry Overview - The instant delivery industry in China is defined as a logistics service that responds immediately to user demands and delivers items within an agreed time frame, primarily serving local, immediate needs within a 3-kilometer radius [2] - The industry is closely tied to instant commerce, with food delivery being the core category, while other categories like groceries, pharmaceuticals, and desserts are rapidly gaining penetration [2] - The industry size reached 3410 billion yuan in 2023 and is projected to exceed 8100 billion yuan by 2028, driven by the increasing penetration of instant commerce across various categories, scenarios, and time periods [3] Business Models and Key Players - Instant delivery platforms act as intermediaries linking merchants, consumers, and delivery personnel, leveraging large-scale order data to optimize their systems [2] - Major players like Ele.me and Meituan dominate the market, with their delivery services (Fengniao and Meituan Delivery) handling millions of daily orders [2] - The industry operates through two main delivery models: dedicated delivery (专送模式) and crowdsourced delivery (众包模式), which together create a flexible and elastic delivery workforce [48] Market Dynamics and Growth Drivers - Instant commerce is the primary source of orders for instant delivery, with food delivery accounting for nearly 80% of total orders [14] - The industry benefits from urbanization, increased population density, and growing consumer acceptance, with the urbanization rate reaching 66.2% in 2023 and online food delivery users hitting 530 million [16] - The industry is expanding into new categories and scenarios, including groceries, pharmaceuticals, and home services, with potential for further growth in both urban and rural markets [14][16] Technological Advancements - AI and smart logistics systems are increasingly being applied to improve the efficiency and intelligence of instant delivery operations [5] - Platforms use data-driven algorithms to optimize route planning, order batching, and delivery efficiency, reducing marginal costs and improving rider productivity [39][40] - Smart logistics systems also play a crucial role in managing the delivery process, from order allocation to performance evaluation, ensuring a seamless experience for all stakeholders [50][51] Employment and Labor Market Impact - The instant delivery industry serves as a significant "employment reservoir," providing flexible job opportunities, especially for rural migrants and those transitioning from traditional industries [45] - In 2023, platforms like Meituan and Ele.me employed over 600,000 and 300,000 active riders, respectively, highlighting the industry's role in creating jobs and supporting economic stability [45] - The industry is also addressing labor rights and welfare, with platforms implementing measures to ensure timely payment, safety, and skill development for riders [77][78] Future Outlook - Instant delivery is increasingly recognized as a critical infrastructure for local life services, supporting consumption, employment, and social welfare [5] - The industry is expected to continue its rapid growth, driven by technological advancements, expanding consumer demand, and government support for high-quality development [41] - Emerging markets and the extension of mature market scenarios are expected to create significant incremental growth opportunities for the industry globally [5]