中国聚酯纤维行业市场规模测算逻 辑模型 头豹词条报告系列 饶立杰 发布日期:2024/02/28 聚酯纤维行业规模 1. 中国聚酯纤维行业规模 (结论图) P3 2. 中国聚酯纤维行业规模 P4 3. 中国化纤行业营业收入 P5 4. 中国聚酯纤维产量 P6 5. 中国化学纤维产量 P7 6. 溯源信息链接引用 P8 7. 法律声明 P9 8. 头豹研究院简介 P10 9. 头豹词条介绍 P11 10. 头豹词条报告 P12 () 1. 中国聚酯纤维行业规模(结论图) 中国化纤行业营业收 Y A 中国聚酯纤维行业 中国聚酯纤维产量 规模 C 结论 = A*C/B 中国化学纤维产量 B | 2. 中国聚酯纤维行业规模 P4 中国聚酯纤维行业规模:(结论=A*C/B)中国聚酯纤维行业规模:(结论=A*C/B) 年份 2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E 数据(亿/人民币元) 6,467.01 6,969.97 6,523.39 8,436.47 8,976.98 9,469.47 9,988.97 10,536.98 11,115.05 11 ...

Industry Overview - The Chinese medical and healthcare industry is undergoing unprecedented transformation driven by national policy support, technological innovation, expanding market demand, and globalization strategies [2] - The industry benefits from China's aging population, rising health awareness, and government efforts to optimize the healthcare system and chronic disease management [3] - Key sectors include biopharmaceuticals, cell and gene therapy, AI healthcare, and traditional Chinese medicine, each experiencing rapid growth and innovation [4][5][6][7] Biopharmaceuticals - The biopharmaceutical sector is transitioning from imitation to independent innovation, with policies and international cooperation enhancing global competitiveness [4] - The market size of China's biopharmaceutical industry grew from 262.2 billion yuan in 2018 to 421 billion yuan in 2022, with a projected CAGR of 13.9% from 2023 to 2028 [74] - Antibody drugs and human vaccines are leading sub-sectors, driven by clinical demand and policy focus on cancer and autoimmune disease prevention [75] Cell and Gene Therapy - Cell and gene therapy is emerging as a disruptive innovation in the medical field, with China narrowing the gap with international leaders through technological advancements and policy support [5] - The sector is expected to become a significant growth driver for China's pharmaceutical industry, with applications expanding in cancer immunotherapy and other areas [10] AI Healthcare - AI healthcare is driving the intelligent and digital transformation of medical services in China, with accelerated product approvals and deeper integration into daily诊疗场景 [6] - AI applications in medical imaging, drug development, and diagnostic assistance are rapidly expanding, supported by advancements in algorithms and computing power [11] Traditional Chinese Medicine - Traditional Chinese medicine is gaining new development opportunities globally, supported by internationalization strategies and the "Belt and Road" initiative [7] - The sector is modernizing through digital transformation, standardized R&D processes, and increased global market penetration [12] Market Environment - China's healthcare expenditure continues to rise, reaching 8.5 trillion yuan in 2022, accounting for 7.1% of GDP, with further growth expected due to aging and policy support [18] - The industry faces challenges such as uneven resource distribution and high demand for quality medical services, but reforms are underway to optimize resource allocation [23][24] Policy and Regulation - China's healthcare policies focus on clinical needs, strict drug approval standards, and innovation in medical devices, with measures like centralized procurement and DRG/DIP reforms [29][32][39] - The government is encouraging the development of high-value medical services and the expansion of healthcare boundaries to meet diverse consumer needs [26][29] Investment Trends - The global healthcare investment landscape is cooling, with China's healthcare sector experiencing a 30.1% decline in funding in 2023, though activity remains high [42] - Investment is shifting towards mature projects in high-certainty sectors such as biopharmaceuticals, digital healthcare, and medical devices [43][45] International Expansion - Chinese pharmaceutical companies are increasingly looking overseas for growth, leveraging cost advantages and licensing deals to enter global markets [47][50] - Medical device companies are also expanding internationally, though they face challenges in meeting stringent regulatory requirements in developed markets [63][67]

LeadLeo 2024年 头约行业词系报告 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度 机密性文件(在报告中另行标明出处者除外)。未经头豹研究院事先书面许可,任何人不得以 任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的 行为发生,头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有 商业活动均使用"头豹研究院"或"头豹"的商号、商标,头豹研究院无任何前述名称之外的 其他分支机构,也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 Copyright © 2024 头豹 Leadleo.com 调味酱:行业竞争格局呈现"一超多强",品类精细 化趋势加速 头豹词条报告系列 张婷锐 · 头豹分析师 2024-06-21 未经平台授权,禁止转载 行业: 制造业/食品制造业/调味品、发酵制品制造 消费品制造/食品饮料 版权有问题?点此投诉 | --- | --- | --- | --- | |--------------------------|-------------------------|---------- ...

中国不锈钢行业市场规模测算逻辑 模型 头豹词条报告系列 饶立杰 发布日期:2024/01/03 不锈钢行业规模 1. 中国不锈钢市场规模(结论图) P3 2. 中国不锈钢市场规模 P4 3. 中国不锈钢产量 P5 4. 中国不锈钢均价 P6 5. 溯源信息链接引用 P7 6. 法律声明 P8 7. 头豹研究院简介 P9 8. 头豹词条介绍 P10 9. 头豹词条报告 P11 () 1. 中国不锈钢市场规模(结论图) 中国不锈钢产量 中国不锈钢市场规 模 A 结论 = A*B 中国不锈钢均价 B | E 2. 中国不锈钢市场规模 P4 中国不锈钢市场规模:(结论=A*B)中国不锈钢市场规模:(结论=A*B) 年份 2018 2019 2020 2021 2022 2024E 2025E 2026E 2027E 数据(亿/人民币元) 4,065.99 4,453.66 4,349.98 5,629.64 5,990.88 7,007.19 7,578.28 8,195.91 8,863.87 增长率(b-a)/a*100% - 9.53% -2.33% 29.42% 6.42% - - 8.15% 8.15% 中 ...

Industry Overview - The autonomous commercial vehicle industry in China has experienced rapid growth, with the market size increasing from 27.1 billion yuan in 2019 to 108.8 billion yuan in 2023, achieving a compound annual growth rate (CAGR) of 41.6% [4] - The industry is divided into high-speed scenarios (e.g., logistics) and low-speed scenarios (e.g., ports, mining areas, and urban sanitation), with L4-level autonomous driving technology driving commercialization in specific scenarios [5] - The core of the industry lies in upstream components and systems, particularly in the development of sensors such as cameras and radar [5][24] Market Size and Growth - The autonomous commercial vehicle market in China is projected to reach 1.4492 trillion yuan by 2028, with a CAGR of 67.8% [6] - By 2030, China aims to achieve a 20% penetration rate of L4 and L5 autonomous vehicles in total vehicle sales [6] - The market size for autonomous commercial vehicles in ports is expected to grow from 2 billion yuan in 2023 to 25.4 billion yuan by 2028, with a CAGR of 66.2% [48] - The mining area autonomous commercial vehicle market is projected to grow from 1.49 billion yuan in 2023 to 10.45 billion yuan by 2028 [56] Key Segments and Applications - In port logistics, autonomous vehicles account for 55% of automated transport solutions, with over 1,000 autonomous vehicles operational in Chinese ports as of November 2023 [7][44] - In mining areas, autonomous vehicles are predominantly used in coal mines, accounting for over 60% of the market, with approximately 1,100 autonomous mining vehicles in operation by the end of 2023 [7][52] - In mainline logistics, L3-level autonomous commercial vehicles are currently the primary focus, with L4 and L5 vehicles expected to see increased adoption in the future [7][62] Technological and Policy Drivers - The development of autonomous commercial vehicles is driven by advancements in core components, such as cameras and radar, with the global average number of cameras per vehicle expected to increase from 1.5 in 2018 to 3 by 2023 [28] - Policy support, including the "Smart Networked Vehicle Technology Roadmap 2.0," aims to enhance vehicle intelligence and promote the large-scale application of autonomous vehicles by 2030 [6][29] - The expansion of C-V2X (Cellular Vehicle-to-Everything) technology is expected to play a crucial role in the development of autonomous driving, with a target of 50% new vehicle penetration by 2025 [41] Representative Companies - **Sinian Zhijia (斯年智驾)**: Specializes in port logistics, with 220 autonomous vehicles deployed across 8 ports by the end of 2023, achieving full-time autonomous operations without the need for drivers or safety personnel [68][69] - **Tage Zhixing (踏歌智行)**: A leader in mining area autonomous driving, with a 45.1% market share and over 400 autonomous mining vehicles in operation as of 2022 [70][71] - **Zhitu Technology (挚途科技)**: Focuses on multiple scenarios, including smart sanitation, factory logistics, and mainline logistics, with over 3,000 kilometers of autonomous operation in logistics by the end of 2023 [74][76] Future Trends - Autonomous commercial vehicles in ports are expected to expand into semi-closed scenarios, with a focus on reducing initial investment costs and increasing overseas market penetration [49] - In mining areas, the industry is moving towards more refined management and deeper integration with smart mining systems, with the potential for additional unmanned equipment such as bulldozers and excavators [57] - In mainline logistics, the adoption of L4 and L5 autonomous vehicles is expected to increase, with a focus on convoy driving modes and cross-regional centralized management to improve efficiency and reduce costs [63][64]

Industry Overview - The semiconductor process control (inspection/metrology) equipment is a core component in the integrated circuit production process, ensuring chip yield [9] - Semiconductor inspection can be categorized into front-end metrology/inspection, back-end inspection, and laboratory inspection based on the process flow [10] - The main technologies for inspection/metrology include optical inspection, electron beam inspection, and X-ray metrology [13] - The global semiconductor industry exhibits cyclical patterns, with technology driving a 10-year long cycle and capital expenditure driving a 3-4-year short cycle [16] - The global semiconductor equipment market is highly concentrated, with overseas leading manufacturers maintaining a dominant position, while Chinese semiconductor equipment manufacturers are still in the early stages of localization [19] - In wafer manufacturing equipment, the value of inspection/metrology equipment accounts for about 11%, second only to lithography, etching, and thin film deposition equipment [22] Industry Chain Analysis - The upstream of the wafer inspection equipment industry chain includes component suppliers such as motion and control systems, optical components, and mechanical processing parts, with high-precision components mainly sourced from overseas suppliers [28] - Chinese wafer inspection equipment manufacturers have achieved preliminary coverage of 28nm and above process nodes, with domestic leading manufacturers conducting R&D or verification for more advanced process nodes [31] - Chinese wafer fabs are rapidly expanding production in the 12-inch wafer field, with a total planned capacity of 4.173 million wafers per month [34] - The downstream of the wafer inspection equipment industry chain includes wafer manufacturers, with 12-inch wafer production becoming the mainstream due to its cost advantages and higher output per wafer [38] Market Size and Trends - The global semiconductor equipment market size declined by 1.3% in 2023 to $106.3 billion, with China remaining the largest semiconductor equipment market globally [46] - The global semiconductor inspection/metrology equipment market size reached $12.83 billion in 2023, with the Chinese market expected to lag behind the global market by 6-12 months in recovery [49] - The global semiconductor wafer capacity is expected to grow by 6.4% in 2024 to 31.49 million wafers per month, with China's capacity expected to grow by 13% to 8.6 million wafers per month [53] - The US, Japan, and the Netherlands have imposed export control measures on advanced semiconductor equipment to China, making localization of wafer inspection equipment imperative [56] Competitive Landscape - The global semiconductor inspection/metrology market is highly monopolized, with KLA Corporation holding over 50% market share [7] - Chinese wafer inspection equipment manufacturers have achieved coverage in various front-end inspection equipment, including patterned/unpatterned wafer defect inspection and electron beam defect inspection/review [32] - Key domestic players in the wafer inspection equipment market include Zhongke Feice, Shanghai Precision Measurement, and Chengfeng Technology, with some products already achieving mass production [33]

新质生产力系列 中国AI健康管理行业概览: 以AI科技助力智能健康管理 China AI Health Management Industry 中国AI健康管理産業 报告标签:人工智能、慢病管理、亚健康 主笔人:何婉怡 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度机密性 文件(在报告中另行标明出处者除外)。未经头豹研究院事先书面许可,任何人不得以任何方式擅自 复制、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的行为发生,头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院 "或"头豹"的商号、商标,头豹研究院无任何前述名称之外的其他分支机构,也未授权或聘用其他任何 第三方代表头豹研究院开展商业活动。 www.leadleo.com 行业概览 | 2023/10 中国AI健康管理行业 摘要 十九大以来,健康中国成为国家战略,"为人民 群众提供全方位周期健康服务"成为工作目标, 医疗机构将"从以治病为中心"转变到"以健康为 中心",愈加凸显健康管理的重要性。 AI健康管理指运用新一代信息、通信、人工智能、 生物 ...

中国氢储能行业市场规模测算逻辑 模型 头豹词条报告系列 张诗悦 发布日期:2024/03/04 氢储能行业规模 1. 车载储氢瓶市场份额 (结论图) P3 2. 车载储氢瓶市场份额 P4 3. 氢燃料电池汽车乘用车单车车载储氢瓶数量 P5 4. 氢燃料电池汽车乘用车占比 P6 5. 氢燃料电池汽车保有量 P7 6. 车载储氢瓶平均价格 P8 7. 氢燃料电池汽车商用车单车车载储氢瓶数量 P9 8. 溯源信息链接引用 P10 9. 法律声明 P11 10. 头豹研究院简介 P12 11. 头豹词条介绍 P13 12. 头豹词条报告 P14 �� 1. 车载储氢瓶市场份额(结论图) 氢燃料电池汽车保有 量 A 氢燃料电池汽车乘用 车单车车储氢瓶… C 车载储复瓶市场份 车载储氢瓶平均价格 長 E 结论 = (C*B*A*E+D* (1-B)*A*E)/10000 氢燃料电池汽车乘用 车占比 B 氢燃料电池汽车商用 车单车车储氢瓶… D | E 2. 车载储氢瓶市场份额 P4 车载储氢瓶市场份额:(结论=(C*B*A*E+D*(1-B)*A*E)/10,000) 车载储氢瓶市场份额:(结论=(C*B*A*E+D*( ...

2024年 头豹行业词系报告 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度 机密性文件(在报告中另行标明出处者除外)。未经头豹研究院事先书面许可,任何人不得以 任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的 行为发生,头豹研究院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有 商业活动均使用"头豹研究院"或"头豹"的商号、商标,头豹研究院无任何前述名称之外的 其他分支机构,也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 Copyright © 2024 头豹 匀气盘行业:应用领域与市场需求,匀气盘在半导体 制造中的关键战略角色 头豹词条报告系列 版权有问题?点此投诉 Leadleo.com 王利华 · 头豹分析师 2024-07-04 未经平台授权,禁止转载 行业: 制造业/金属制品业 工业制品/工业制造 | --- | --- | --- | --- | |--------------------------|--------------------------|------------------------ ...

Industry Overview - The global semiconductor market was $5201 billion in 2023, a 9.4% YoY decline due to weak downstream demand and high inventory levels [6][7] - The semiconductor market is expected to recover in 2024, driven by strong AI chip demand, with projected market size of $5884 billion, a 13.1% YoY increase [7] - The global semiconductor equipment market declined 18.6% YoY to $87.4 billion in 2023, with wafer manufacturing equipment accounting for over 80% of investments [9][10] - The semiconductor equipment market is projected to grow 4.0% YoY to $105.3 billion in 2024 [10] Semiconductor Equipment Landscape - Semiconductor equipment can be divided into manufacturing equipment (wafer production and process equipment) and packaging/testing equipment [12] - The IC manufacturing process involves complex steps including wafer fabrication, oxidation, photolithography, etc., each requiring specialized equipment [13] - Key semiconductor equipment includes etching, thin film deposition, lithography, ion implantation, CMP, and cleaning equipment [12][13] Localization of Semiconductor Equipment in China - Chinese semiconductor equipment manufacturers have achieved 35% localization rate, expected to reach 50% by 2025 [4][16] - Localization rates vary by equipment type: over 80% for stripping, 50-60% for cleaning, 55-65% for etching, but less than 10% for lithography and ion implantation [16] - US-Japan-Netherlands export controls on advanced semiconductor equipment have accelerated China's localization efforts [4][17] - China's semiconductor equipment imports reached $34.72 billion in 2022, with a trade deficit of $30.6 billion [17] Key Semiconductor Equipment Segments Thin Film Deposition Equipment - Global market size reached $26 billion in 2023, dominated by overseas players like AMAT, Lam, and TEL [21] - Advanced process nodes drive demand, with 3nm FinFET requiring over 100 deposition steps compared to 40 for 90nm CMOS [20] - Chinese players like Piotech, Naura, and AMEC are making progress in CVD, PVD, and ALD equipment [21] Etching Equipment - Dry etching accounts for over 90% of the market, with CCP and ICP being the main technologies [22] - Advanced nodes require more etching steps, with 7nm chips needing 140 steps compared to 40 for 28nm [23] - Global market is highly concentrated, with Lam, TEL, and AMAT holding over 90% share [24] - Chinese players like AMEC and Naura have achieved breakthroughs in 14nm and below [24] Lithography Equipment - ASML dominates the global market with 95% share in high-end lithography equipment [27] - China heavily relies on imports, with $8.75 billion worth of lithography equipment imported in 2023, 82.6% from Netherlands [26] - SMEE has achieved 90nm lithography equipment and is accelerating DUV immersion technology development [27] Other Key Equipment - Cleaning equipment market is dominated by SCREEN, TEL, Lam, and SEMES with over 90% share [33] - CMP equipment market is controlled by AMAT and Ebara with 95% share [32] - Thermal processing equipment market is led by AMAT with nearly 70% share [31] - Chinese players are making progress in various equipment segments but still face significant gaps in advanced technologies [16][24][27]