Tou Bao Yan Jiu Yuan
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2025年带状疱疹疫苗行业推荐:老龄化趋势叠加慢病负担,带状疱疹疫苗技术驱动型企业盘点
Tou Bao Yan Jiu Yuan· 2026-01-23 12:06
Investment Rating - The report recommends investment in the shingles vaccine industry, highlighting its growth potential driven by aging population and chronic disease burden [1]. Core Insights - The shingles vaccine market in China is entering an accelerated cultivation phase due to the expansion of the elderly population, increased awareness of pain and complications, and improvements in adult immunization services [4]. - The market is transitioning from a single high-end supply model to a layered supply and multi-scenario penetration approach, with a focus on commercial capabilities such as channel coverage and service efficiency [4]. - The industry is expected to grow significantly, with the market size projected to reach 56.68 billion yuan by 2030, growing at a compound annual growth rate (CAGR) of 29.08% from 2024 [9]. Market Background - The shingles vaccine industry is defined as encompassing the development of antigens and adjuvants, production quality management, cold chain logistics, vaccination services, and public health education [5]. - The industry has evolved from the initial development of live attenuated vaccines to the emergence of recombinant subunit vaccines, leading to a diversified and upgraded market structure [6][7]. Market Status - The market size for shingles vaccines in China was 3.998 billion yuan in 2024, with a significant increase in demand driven by the aging population and chronic disease burden [9][10]. - The introduction of high-efficacy vaccines like GSK's Shingrix has created a new consumption category, while domestic vaccines like Changchun Baku's live attenuated vaccine have entered the market, marking a dual-product competition era [9]. Market Competition - The competitive landscape features a tiered structure, with leading companies including Baike Biological, Jifei Biological, and Jiachen Xihai, while others like Lvzhu Biological and Ruike Biological follow [17][21]. - The report emphasizes the importance of product and technology platform positioning, supply chain certainty, and commercialization capabilities in determining competitive advantages [13][14][15]. Development Trends - The aging trend and immune decline are expected to drive sustained demand for adult vaccinations, with the elderly population projected to exceed 400 million by 2035 [32]. - The self-paid nature of shingles vaccines influences market penetration, with domestic vaccines offering more accessible pricing compared to imported options [33]. - The evolution of vaccination channels and service systems, including integrated vaccination networks and digital follow-ups, is crucial for improving vaccination completion rates [34]. - The internationalization of vaccine manufacturing and supply chain capabilities will play a significant role in the future development of the industry [35].
东盟人工智能行业研究全球竞争下的发展胜势
Tou Bao Yan Jiu Yuan· 2026-01-23 00:35
Investment Rating - The report does not explicitly state an investment rating for the ASEAN artificial intelligence industry Core Insights - The ASEAN AI market is expected to grow significantly, with the digital economy projected to reach $295 billion by 2025, growing at a compound annual growth rate (CAGR) of 16% [7] - ASEAN countries are accelerating the establishment of a regional AI ecosystem, enhancing cooperation with countries like China, the US, and Japan, which diversifies the global AI industry landscape [7] - The development of AI in ASEAN is expected to contribute significantly to GDP growth, although challenges such as technological infrastructure, talent shortages, and regulatory coordination remain [7] Summary by Sections Current Status and Outlook of the ASEAN AI Industry - The global AI market is projected to reach $1.8 trillion by 2030, with ASEAN actively participating in this growth [7] - The digital economy in Southeast Asia has seen a CAGR of 27% since 2021, with expectations of reaching $295 billion by 2025 [9] Development Level - As of 2024, there are significant disparities in AI development levels among ASEAN countries, with Singapore and Malaysia leading, while many others face challenges such as weak technological foundations and talent shortages [9] Policy and Regulations - ASEAN countries are rapidly launching national AI strategies and regulations, aiming for policy integration to strengthen the regional AI development foundation [13] Advantages of Each Country - Singapore and Malaysia focus on fintech and large models, while Thailand and the Philippines apply AI in tourism and services, and countries like Vietnam and Indonesia emphasize AI in industrial and agricultural sectors [14] Local Challenges - The influx of foreign capital and technology, particularly from Chinese tech companies, is driving rapid growth in the digital startup ecosystem in ASEAN [18] Future Development Trends - The ASEAN digital economy is expected to reach $1 trillion by 2030, with the potential for the digital industry to expand to $2 trillion once the ASEAN Digital Economy Framework Agreement (DEFA) is in effect [27] Important Conditions for Promoting Cooperation - Successful development of the China-ASEAN AI industry requires collaboration in digital infrastructure, policy support, governance concepts, and talent cultivation [48]
2025年CDSS品牌推荐数据驱动精准辅助,循证决策提升诊疗质量
Tou Bao Yan Jiu Yuan· 2026-01-23 00:35
2025 年 CDSS 品牌推荐 数据驱动精准辅助,循证决策提升诊疗质量 | 一、市场背景 2 | | --- | | 1.1 摘要 2 | | 1.2CDSS 定义 2 | | 1.3 市场演变 2 | | 二、市场现状 3 | | 2.1 市场规模 3 | | 2.2 市场供需 3 | | 三、市场竞争 3 | | 3.1 市场评估维度 4 | | 3.2 市场竞争格局 4 | | 3.3 十大品牌推荐 4 | | 四、发展趋势 6 | | 4.1 数据与知识驱动升级 6 | | 4.2 场景与解决方案多元化 6 | | 4.3 部署与运营模式云端化 6 | 2025 年 CDSS 品牌推荐 一、市场背景 1.1 摘要 临床决策支持系统(CDSS)是基于医学知识、患者数据和智能算法,为医务人员提供 个性化诊疗建议的辅助工具,主要用于提升诊断准确性、规范治疗方案及保障患者安 全。近年来,中国 CDSS 行业已从早期的单一规则提醒系统向智能化、场景化方向升 级,通过人工智能技术与临床知识的深度融合,实现了从被动预警到主动辅助决策的 产业转型。当前行业已形成"技术研发—标准规范—临床验证—医院运营"的联动支撑体 ...
东盟人工智能行业研究:全球竞争下的发展胜势
Tou Bao Yan Jiu Yuan· 2026-01-22 12:24
Artificial Intelligence in ASEAN Industry アセアンにおける人工知能の現状と展望 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。 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 ...
2025年CDSS品牌推荐:数据驱动精准辅助,循证决策提升诊疗质量
Tou Bao Yan Jiu Yuan· 2026-01-22 12:24
2025 年 CDSS 品牌推荐 数据驱动精准辅助,循证决策提升诊疗质量 | 一、市场背景 2 | | --- | | 1.1 摘要 2 | | 1.2CDSS 定义 2 | | 1.3 市场演变 2 | | 二、市场现状 3 | | 2.1 市场规模 3 | | 2.2 市场供需 3 | | 三、市场竞争 3 | | 3.1 市场评估维度 4 | | 3.2 市场竞争格局 4 | | 3.3 十大品牌推荐 4 | | 四、发展趋势 6 | | 4.1 数据与知识驱动升级 6 | | 4.2 场景与解决方案多元化 6 | | 4.3 部署与运营模式云端化 6 | 2025 年 CDSS 品牌推荐 一、市场背景 1.1 摘要 临床决策支持系统(CDSS)是基于医学知识、患者数据和智能算法,为医务人员提供 个性化诊疗建议的辅助工具,主要用于提升诊断准确性、规范治疗方案及保障患者安 全。近年来,中国 CDSS 行业已从早期的单一规则提醒系统向智能化、场景化方向升 级,通过人工智能技术与临床知识的深度融合,实现了从被动预警到主动辅助决策的 产业转型。当前行业已形成"技术研发—标准规范—临床验证—医院运营"的联动支撑体 ...
行业跟踪:PCOS妊娠管理中西合璧,孕育新机
Tou Bao Yan Jiu Yuan· 2026-01-21 13:06
Investment Rating - The report does not explicitly state an investment rating for the gynecological industry or Polycystic Ovary Syndrome (PCOS) treatments Core Insights - Polycystic Ovary Syndrome (PCOS) is a common endocrine disorder among women of reproductive age, characterized by irregular menstruation, hyperandrogenism, and ovulatory dysfunction, with potential metabolic abnormalities such as obesity and insulin resistance [4][10] - The prevalence of PCOS among reproductive-age women in China ranges from 5% to 10%, influenced by diagnostic criteria and regional factors [4][6] - Current treatment options for PCOS include hormonal therapies, insulin sensitizers, and lifestyle modifications, with a focus on managing symptoms and improving fertility outcomes [15][16] Summary by Sections Clinical Manifestations and Epidemiology - PCOS is associated with symptoms such as irregular menstruation, anovulation, hirsutism, and metabolic issues like obesity and insulin resistance [3][4] - Epidemiological studies indicate varying prevalence rates across different regions in China, with notable figures such as 12.8% in Tianjin among adolescents [6] Impact on Fertility - PCOS is a leading cause of anovulatory infertility, with complications including endometrial hyperplasia and increased miscarriage risk due to hormonal imbalances and metabolic dysfunctions [10][11] - Factors contributing to increased miscarriage rates in PCOS patients include obesity, insulin resistance, and hormonal dysregulation [11] Treatment Options - Key medications for PCOS treatment include progestins, oral contraceptives, insulin sensitizers like Metformin, and ovulation induction agents [15] - The report highlights the importance of insurance coverage for these treatments, with various classifications under the national health insurance system [15] Research Progress - Current research focuses on molecular mechanisms of PCOS, including iron death, circadian rhythms, and genetic factors influencing insulin resistance [16] - There is an emphasis on personalized medicine approaches and the integration of traditional Chinese medicine with modern treatments to enhance patient outcomes [16] Implications for Industry Development - The report suggests that the combined treatment strategies for PCOS can guide pharmaceutical companies in developing targeted therapies that address both reproductive and metabolic health [21]
2025年机器人激光雷达行业词条报告
Tou Bao Yan Jiu Yuan· 2026-01-21 12:56
Investment Rating - The report indicates a strong growth potential for the robot lidar industry, with a compound annual growth rate (CAGR) of 29.19% from 2020 to 2024 and an expected CAGR of 15.87% from 2025 to 2030, suggesting a positive investment outlook for the sector [4][57]. Core Insights - The robot lidar industry is characterized by technological intensity, cost reduction, and a shift from automotive dominance to a balanced focus on both automotive and robotics applications. The market size is projected to grow from 62.23 billion RMB in 2020 to 173.31 billion RMB in 2024, driven by the explosion of the robotics industry and domestic substitution [4][57]. - The industry is undergoing a cost revolution, with high-end product prices dropping from $5,000 in 2021 to 2,000-3,000 RMB by 2025, influenced by chip design, scale effects, and accelerated domestic supply chain development [20][61]. - The application scenarios for lidar are diversifying, expanding from the automotive sector to various fields, including service robots, logistics, and security, with significant growth in demand for humanoid robots [21][59]. Summary by Sections Industry Definition - Robot lidar serves as the core sensor for providing three-dimensional vision to robots, essential for high-precision, all-weather perception. The technology has evolved through mechanical rotation, semi-solid, and solid-state designs to enhance reliability and reduce costs [5]. Industry Characteristics - The robot lidar industry is a high-tech, research-driven sector with significant cost reductions and price wars reshaping market dynamics. The application scenarios are diversifying, with rapid growth in the robotics market [18]. Development History - The industry has evolved through three phases: initial experimentation (1960s-2000), industrialization and rapid growth (2001-2015), and large-scale application and maturity (2016-present) [23]. Industry Chain Analysis - The industry chain consists of upstream core components, midstream manufacturing and integration, and downstream application scenarios. Domestic substitution is advancing, with significant improvements in the localization of core components and algorithms [27][28]. Market Size - The market size for robot lidar is expected to grow from 193.68 billion RMB in 2025 to 404.52 billion RMB by 2030, with a CAGR of 15.87%. The growth is driven by the rapid expansion of the robotics industry and increasing penetration rates of lidar in various applications [57][61]. Competitive Landscape - The competitive landscape is characterized by a concentration of market share among leading companies such as Hesai Technology and RoboSense, with a projected market share of 95% for the top four companies in the overall lidar market [75][80]. The competition is shifting towards ecosystem collaboration, integrating lidar with algorithms and downstream applications [81].
智感跃迁——机器人激光雷达在三维视觉革命中的技术进化与市场重构 头豹词条报告系列
Tou Bao Yan Jiu Yuan· 2026-01-21 12:24
Investment Rating - The report rates the robot lidar industry with a strong growth outlook, projecting a compound annual growth rate (CAGR) of 29.19% from 2020 to 2024 and 15.87% from 2025 to 2030, indicating robust market potential [4][57]. Core Insights - The robot lidar industry is characterized by technological intensity, cost reduction, and a shift from automotive dominance to a balanced market between automotive and robotics applications. The market size is expected to grow from 62.23 billion RMB in 2020 to 173.31 billion RMB in 2024, driven by the explosion of the robotics industry and domestic substitution [4][57]. - The industry is undergoing a cost revolution, with high-end product prices dropping from $5,000 in 2021 to 2,000-3,000 RMB by 2025, influenced by chip design, scale effects, and accelerated localization of the supply chain [20][61]. - The application scenarios for lidar are diversifying, with significant growth in both automotive and robotics sectors, particularly in service robots and autonomous vehicles [21][59]. Summary by Sections Industry Definition - Robot lidar serves as the core sensor for providing three-dimensional vision to robots, essential for high-precision, all-weather perception. The technology has evolved through mechanical rotation, semi-solid, and solid-state designs to enhance reliability and reduce costs [5]. Industry Characteristics - The robot lidar industry is a high-tech, research-driven sector with significant cost reductions reshaping market dynamics. The application scenarios are becoming increasingly diverse, with rapid growth in the robotics market [18]. Development History - The industry has evolved through three phases: initial experimentation (1960s-2000), industrialization and rapid growth (2001-2015), and large-scale application and maturity (2016-present) [23]. Industry Chain Analysis - The industry chain consists of upstream core components, midstream manufacturing and integration, and downstream application scenarios. The domestic substitution is progressing rapidly, with significant improvements in localization across all segments of the supply chain [28][29]. Market Size - The market size for robot lidar is projected to grow from 193.68 billion RMB in 2025 to 404.52 billion RMB by 2030, with a CAGR of 15.87%. The growth is attributed to the rapid expansion of the robotics industry and increasing penetration rates of lidar in various applications [57][61]. Competitive Landscape - The competitive landscape is characterized by a tiered structure, with leading companies like Hesai Technology and RoboSense dominating the market. The market concentration is expected to increase, with top firms capturing a significant share of the emerging robotics lidar market [75][80].
中国妇科药行业调研简报:行业跟踪:PCOS妊娠管理中西合璧,孕育新机
Tou Bao Yan Jiu Yuan· 2026-01-21 12:24
Investment Rating - The report does not explicitly state an investment rating for the gynecological industry or Polycystic Ovary Syndrome (PCOS) treatment sector Core Insights - Polycystic Ovary Syndrome (PCOS) is a common endocrine disorder among women of reproductive age, characterized by irregular menstruation, hyperandrogenism, and ovulatory dysfunction, with potential metabolic abnormalities such as obesity and insulin resistance [4][10] - The prevalence of PCOS among reproductive-age women in China ranges from 5% to 10%, influenced by diagnostic criteria and regional factors [4][6] - Current treatment options for PCOS include hormonal therapies, insulin sensitizers, and lifestyle interventions, with a focus on managing symptoms and improving fertility outcomes [15][16] Summary by Sections Clinical Manifestations and Epidemiology - PCOS is associated with symptoms such as irregular menstruation, anovulation, hirsutism, and metabolic issues like obesity and insulin resistance [3][4] - Epidemiological studies indicate varying prevalence rates across different regions in China, with rates such as 6.5% in Jinan and 12.8% in Tianjin among adolescents [6] Impact on Fertility - PCOS is a leading cause of anovulatory infertility, with approximately 70% of patients experiencing infertility due to anovulation or oligomenorrhea [11] - Long-term anovulation can lead to endometrial hyperplasia and increased risk of endometrial cancer [11] Treatment Options - Key medications for PCOS treatment include progestins, oral contraceptives, insulin sensitizers like Metformin, and ovulation induction agents [15] - The report highlights the classification of these medications under different insurance categories, indicating their coverage status [15] Research Progress - Current research focuses on molecular mechanisms, personalized medicine, and the integration of traditional Chinese medicine with modern treatments for PCOS [16] - Notable areas of exploration include iron death mechanisms, circadian rhythms, and the role of specific biomarkers in predicting insulin resistance and pregnancy outcomes [16] Implications for Industry Development - The combination of Western and traditional Chinese medicine approaches offers insights for pharmaceutical companies to develop multi-target interventions for PCOS [21] - Understanding the interconnectedness of gynecological diseases can guide companies in creating innovative products that address both reproductive and metabolic health [21]
市场洞察:从工业控湿到家居防潮,除湿机如何适配全场景高湿难题?
Tou Bao Yan Jiu Yuan· 2026-01-20 12:36
中国除湿机行业调研简报 | 2025/10 www.leadleo.com 报告标签:除湿机、家用、锂电、医药 2025年10月 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。 1 头豹调研简报 | 2025/10 除湿机行业 Q1:当前除湿机已从单一功能设备发展为类型多样、应用场景高度多元的空 气环境调节产品,主要的产品类型及应用场景有哪些? 图表1:除湿机基于不同工作原理与使用场景的分类 压缩冷凝式除湿机 工作原理类似于空调制冷过程,利用压缩机驱动制冷剂循环,使潮湿空气通过低温蒸发器,空气中的水汽 冷凝成液态水排出,干燥后的空气经冷凝器加热后回流到室内。具备技术成熟、价格低 ...