2025中国新能源汽车产业链出海洞察报告 前言 报告背景 > : 核心观点 获取更多维度报告数据，请访问亿欧网 ◆ 中国汽车市场新能源汽车渗透率已达50%，各主机厂纷纷开启价格战，让利消费者，并承担相应的利润损失，在中国新能源汽车市场逐渐成为红海的的大背景下，出 海逐渐成为各主机厂主动或被动的选择。 ◆出海的目标地区众多，其中市场规模是够大，对新能源汽车接受度较高的地区有三个，分别为欧洲地区、东南亚地区以及拉美地区。欧盟对中国的新能源汽车取 滑了惩罚性关税，改为最低进口价制度；但中国新能源汽车产业链厂商可以通过在欧洲当地建设工厂，实现深度出海，以减少此惩罚性措施对中国品牌的影响。同时 中国企业可凭借电动化、智能化技术优势，加速欧洲地区从传统能源汽车向新能源汽车的过渡。 ◆若深度出海欧洲地区，以满足潜在市场需求，中国新能源汽车产业链厂商需要考虑在该地区建设工厂，结合该地区内国家的汽车工业基础情况、劳动力素质情况、外 资引入措施等因素，匈牙利是较为适合的出海目的地之一。本篇报告将系统性地评估匈牙利作为中国新能源汽车产业链出海目的地的符合程度，并给出相应建议。 ◆匈牙利政治环境稳定，对华友好，且帮极吸引中国制造业长 ...

研究报告 『亿欧智库 目录 CONTENTS 01 政策与技术双轮驱动中国大模型产业落地提速 1.1 政策与技术推动中国大模型产业加速发展 1.2 党政及国央企率先落地大模型应用试点 02 大模型应用落地挑战催生一体机需求爆发 2.1 大模型应用落地面临挑战，大模型一体机可有效解决 2.2 中国大模型一体机需求爆发，开启千亿级市场 2.3 中国大模型一体机厂商优秀案例分析 ０３ 大模型一体机未来趋势展望 政策与技术双轮驱动中国大模型 产业落地提速 当前，人工智能相关政策呈现行 业应用与地方落实并进趋势，引 导AI大模型向更多行业场景赋能。 从落地层面来看，2024年以来大 模型采购金额急速攀升，中国大 模型商业化落地加速。2024年第 一季度大模型处于刚获备案阶段， 下半年招投标市场活跃，项目数 量和披露金额增长显著。 作为数智化转型领域的前沿探索 者，三大运营商以及金融、能源 领域企业在大模型投入上突出， 此外政务与教科投入也在前列。 其中，DeepSeek作为中国开源大 模型的代表，模型性能直逼o3和 Gemini 2.5 Pro，凭借其低成本、 高效能的特点，引起广泛关注。 截至目前，已有45%的央企完 ...

〖亿欧智库 算力跃迁、数据闭环、VLA与世界模型 2025中国高阶智能辅助驾驶最新技术洞察 00 亿欧智库 https://www.iyiou.com/research Copyright reserved to EO Intelligence, June 2025 www.iyiou.com 获取更多维度报告数据 (www.iyiou.com) ，请访问亿欧网 ◆◆◆ ◆ ◆◆ ZIX 零售 la CONTENTS 8 中国高阶智能辅助驾驶市场背景 01 1.1 高阶辅驾ODD再扩展 1.2 科技平权与技术普惠 1.3 事故焦虑与安全冗余 1.4 政策护航与理性宣传 中国高阶智能辅助驾驶市场背景 01 1.1 高阶辅驾ODD再扩展 1.2 科技平权与技术晋惠 1.3 事故焦虑与安全冗余 1.4 政策护航与理性宣传 中国高阶智能辅助驾驶技术洞察 02 中国高阶智能辅助驾驶技术洞察 02 解码算力、 2.1 高阶智能辅助驾驶技术洞察： 数据、算法的技术底层逻辑 2.2 高阶智能辅助驾驶算力洞察: ①车端算力;②云端算力 ①数据难题；②数据采集；③定位技术 2.3 高阶智能辅助驾驶数据洞察： ①端到端;②VLA; ...

〖亿欧智库 新能源智能汽车 (AIEV) 产业赋能人形机器人发展 2025人形机器人供应链洞察报告 亿欧智库 https://www.iyiou.com/research Copyright reserved to EO Intelligence, May 2025 www.iyiou.com 获取更多维度报告数据 (www.iyiou.com) ， 请访问亿欧网 ◆◆◆◆◆ 了亿欧智库 III llay CONTENTS 01 | 人形机器人产业发展现状综述 1.1 人形机器人产业的概念和范围界定 1.2 人形机器人产业发展周期和投融资情况 1.3 AIEV汽车产业当前发展情况 1.4 人形机器人产业与AIEV汽车产业高度重合 02 | 基于AIEV汽车工业的人形机器人供应链分析 2.1 基于AIEV汽车工业的人形机器人产业链图谱 2.2 AIEV厂商布局人形机器人本体制造与集成 ¯商布局人形机器。 感知领域 2.3 AIEVI ¯商布局人形机器／ \决策领域 2.4 AIEV/ ¯商布局人形机器人执行领域 2.5 AIEVF ¯商布局人形机器人动力领域 2.6 AIEVI ¯商布局人形机器人外壳和躯体领域 ...

https://www.iyiou.com/research Copyright reserved to EO Intelligence, March 2025 研 究 报 告 BE 【亿欧x万象云】中国城市技术创新月报-昆山市篇仅用于从技术创新角度，包括相关专利、商标、创 一、 新机构、创新人才等，旨在针对所关注的对象从技术创新角度提供相关报告。 二 、本创新概览的内容是在恪守独立、客观和公正原则的基础上形成的，仅在报告设定的限制条件下成 立。 三、本创新概览基于报告载明的报告生成日期之前的相关信息得出。报告使用者应当根据报告生成日期后 的实际变化情况，合理确定报告使用期限，或重新获取最新的创新概览。 四 、本创新概览的目的是尽可能对所关注对象的技术创新活动提供分析，报告的生成依赖于截止报告生成日 公众能够获取的相关技术信息，不对内容的准确性、完整性、可靠性、可用性和及时性做保证，不承担相 关当事人决策的责任，如果相关当事人需要做重大决策， 请前往相关官方信息确认。 六、本创新概览及其中所涉及的各种专利数据、创新机构数据、评价模型和评价成果均为自主开发编写， 并对其拥有独立知识产权。 七 、本创新概览仅供合 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The global enterprise services industry has become a crucial part of the economy, driving technological innovation and improving operational efficiency. The COVID-19 pandemic has accelerated the demand for digital solutions, leading to significant growth in this sector [9][10] - The global enterprise services market size was nearly USD 20 trillion in 2021, with a projected CAGR of approximately 8.7% from 2022 to 2026 [22] - The emergence of new technologies, particularly AI, has created a new wave of opportunities for enterprise service providers, with a focus on data processing and optimization capabilities [24] Summary by Sections Definition and Classification of Enterprise Services - Enterprise services are defined as services provided by one business to another, primarily in the B2B sector. They can be categorized into three main types: outsourcing, platform-based, and rental services, each differing in customization, pricing, and complexity [13][15] Industry Background and Environment - The enterprise services sector has a high proportion of unicorn companies, particularly in North America, which leads globally in this area. The rise of unicorns reflects market trends and capital preferences [20][23] - The U.S. enterprise services industry has a long history of development, characterized by specialization, integration, internationalization, and digitalization, which has fostered a competitive environment [26][30] - In China, the government has emphasized the importance of digital transformation and the development of new technologies, which has spurred growth in the enterprise services sector [33][34] Global Enterprise Tech 50 List - The report outlines the criteria for selecting companies for the Global Enterprise Tech 50 list, focusing on both quantitative and qualitative factors, including company age, valuation, market share, and innovation capabilities [41][42] - The companies on the list are actively embracing digital transformation, utilizing advanced technologies to provide efficient solutions across various industries [43][50] - The distribution of companies on the list shows a significant presence from China, the U.S., and Israel, with a notable focus on sectors like office/production management and cybersecurity [49][53] Differences between U.S. and Chinese Markets - The report highlights significant differences in market maturity and development cycles between the U.S. and China, affecting the enterprise services industry. The U.S. market is characterized by a mature management environment, while China's market is still developing [60][70] - The Chinese enterprise services market is increasingly focusing on cost-effective solutions, while the U.S. market is more inclined towards high-end, high-cost management tools [71]

Investment Rating - The report does not explicitly state an investment rating for the industry or companies involved in the UAE market Core Insights - The UAE is positioned as a crucial economic hub for Chinese enterprises looking to expand into the Middle East and North Africa, offering favorable trade conditions and a robust digital infrastructure [12][13] - The UAE's Vision 2030 emphasizes economic diversification, technological innovation, and infrastructure development, creating significant opportunities for foreign investment [12][39] - The report highlights the importance of understanding the local market dynamics, cultural nuances, and regulatory environment for successful market entry and operation [12][13] Summary by Sections Part 1: Summary of UAE January Events - Dubai Financial Market reported a 24% increase in net profit for the fiscal year 2024, reaching 409.3 million dirhams [19] - Abu Dhabi International Financial Centre reduced commercial license fees by over 50% to enhance the business environment [21] - Chinese companies signed significant contracts in the UAE, including a $200 million order by Qiaoyin Co. [22] Part 2: Understanding UAE Politics and Economy - The UAE operates under a unique political system as a constitutional federation, with a mix of Islamic and secular laws [33][34] - The government is focused on economic diversification, reducing reliance on oil, and fostering sectors like tourism, technology, and finance [38][52] - The UAE's GDP is projected to grow, with a focus on increasing non-oil revenues and enhancing the business environment for foreign investors [55][56] Part 3: Understanding UAE Culture and Business - The report emphasizes the significance of cultural understanding and local partnerships for successful business operations in the UAE [12][13] Part 4: UAE Go Global Strategy - The report outlines a ten-step approach for Chinese companies to navigate the UAE market, focusing on trend analysis, organizational readiness, market insights, and localization strategies [14] Part 5: UAE Go Global Index - The report includes an index that evaluates the readiness and potential of Chinese enterprises in the UAE market [14] Part 6: Chinese Enterprises in the UAE - The report provides insights into the current status and future trends of Chinese enterprises operating in the UAE, highlighting successful case studies and areas for improvement [14]

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report emphasizes that the trend of Chinese enterprises going global, particularly in Southeast Asia, is a significant opportunity for growth, with Indonesia being a focal point due to its political and economic ties with China [16][17]. - It highlights the importance of understanding Indonesia's unique business environment and the necessity for Chinese companies to find reliable local partners to navigate potential challenges [17]. - The report outlines that Indonesia's economic growth rate was 5.05% in 2023, slightly down from 5.31% in 2022, indicating a stable yet cautious economic environment [47][49]. Summary by Sections PART 01: January Events Summary - The Indonesian government increased the luxury goods VAT rate from 11% to 12% starting January 1, 2025 [25]. - Indonesia officially joined the BRICS group on January 6, 2025, enhancing its global representation [27]. - The Financial Services Authority (OJK) announced plans to strengthen the integrity of Indonesia's capital market in 2025 [25]. PART 02: Understanding Indonesian Politics and Economy - Indonesia operates under a democratic presidential republic, with a president elected by popular vote for a five-year term [38]. - The economy grew at a rate of 5.05% in 2023, with household spending growth slowing down [49]. - The industrial sector contributes 43.3% to GDP, while services account for 43.7%, indicating a balanced economic structure [50]. PART 03: Understanding Indonesian Culture and Business - Indonesia has a diverse cultural landscape with over 300 ethnic groups, and the majority religion is Islam, which influences consumer behavior and market opportunities [64][67]. - The halal economy is significant in Indonesia, with a focus on halal food, Islamic finance, and tourism, presenting various business opportunities for companies [67].

Investment Rating - The report indicates that the AIGC industry is expected to become one of the most promising sectors in the coming years, with a global market size projected to reach 89.1 billion yuan in 2023, reflecting a compound annual growth rate (CAGR) of 31.66% from 2021 to 2023 [41]. Core Insights - AIGC, or Artificial Intelligence Generated Content, is revolutionizing content creation across various fields, including healthcare, education, and entertainment, by enhancing efficiency and personalization [8][9]. - The report highlights the rapid growth of the AIGC market, particularly in China, where the market size is forecasted to grow from 2.5 billion yuan in 2022 to 11.441 billion yuan by 2030, with a staggering CAGR of 118.69% [41]. - The emergence of large language models, such as ChatGPT, has intensified competition among major tech companies, with the U.S. and China leading in the development of these models [49][50]. Summary by Sections AIGC Overview - AIGC is defined as a technology that utilizes large pre-trained models and generative adversarial networks (GANs) to create high-quality content tailored to user needs [21][22]. - The evolution of content production from Web 1.0 to Web 3.0 has positioned AIGC as a new paradigm in content creation, surpassing previous models in efficiency and integration [27][28]. AIGC Industry Status - The global AIGC market was valued at 51.4 billion yuan in 2021 and is projected to grow to 89.1 billion yuan in 2023, indicating strong market demand and growth potential [41]. - In China, the AIGC market is expected to grow significantly, with projections indicating a rise to 11.441 billion yuan by 2030, despite challenges such as talent shortages and technological standards [41]. - The financing landscape for AIGC companies in China shows a predominance of early-stage investments, with a notable interest from major venture capital firms [84]. 2023 Global AIGC 50 List - The report presents a list of the top 50 AIGC companies globally, with a significant representation from the U.S. and China, highlighting the competitive landscape and innovation in the sector [68][74]. - The list categorizes companies based on their primary business areas, with application layer companies making up 50% of the total [68][70]. Future Trends in AIGC - The report identifies several trends, including the increasing application of AIGC technology across various industries, the rise of personalized intelligent services for consumers, and the gradual improvement of legal regulations surrounding AIGC [96][99][102]. - As AIGC technology matures, it is expected to drive advancements in related industries, enhancing overall productivity and user experience [96].

Investment Rating - The report does not explicitly state an investment rating for the Russian e-commerce market. Core Insights - The Russian e-commerce market has shown significant growth, with the market size increasing from 260 billion rubles in 2010 to 4,986 billion rubles in 2022, achieving a compound annual growth rate (CAGR) of approximately 27.91% [22][61]. - The e-commerce user penetration rate in Russia is expected to reach 52.9% by 2027, indicating substantial growth potential [65]. - The market is characterized by high concentration, with the top three players (Wildberries, Ozon, and Yandex.market) accounting for over 50% of the market share [18][75]. Summary by Sections 1. Macroeconomic Background - The Russian economy is currently facing challenges due to the ongoing geopolitical situation, with a projected GDP contraction of 6.9% in 2023, but optimistic growth forecasts of 1.5% in 2024 [34]. - The digitalization level in Russia is high, with an internet penetration rate of approximately 89% and smartphone penetration at 73.6% as of 2022 [18][42]. 2. Current State of the E-commerce Market - The e-commerce market in Russia has transitioned from a focus on cross-border trade to a more domestic-oriented model, with cross-border e-commerce accounting for only 4% of the market share in 2022 [61]. - In 2022, the Russian e-commerce platforms experienced a 20% increase in traffic, making it the highest growth rate globally [63]. 3. Consumer Insights - The primary consumer demographic in the Russian e-commerce market consists of younger individuals, with a notable focus on the "she economy" targeting female consumers [87]. - The average revenue per user (ARPU) in Russia was $348.39 in 2022, with expectations to rebound to $518.19 in 2023 [18]. 4. Market Trends and Opportunities - The report highlights that local service providers offering fast delivery will be one of the fastest-growing segments in the e-commerce market [18]. - Following the exit of Western brands due to geopolitical tensions, Chinese manufacturers are positioned to fill market gaps and develop localized brands in Russia [18].