报告标签：人形机器人、腱绳材料、超高分子量聚乙烯纤维 2025年3月 中国人形机器人腱绳材料行业调研简报 | 2025/03 www.leadleo.com 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 | 2025/03 人形机器人腱绳材料行业 Q1：机器人概念为何大爆？灵巧手腱绳材料为何广受关注？ ◼ 人形机器人"爆火"得益于政策利好、科技发展、市场需求和资本助推 政策方面：世界各国积极出台机器人相关产业政策，支持人形机器人产业的发展。以欧 美、日本等发达国家相关政策较多，中国近年来密集出台相关产业政策。例如《"十四五" 机器人产业发展规划》、《"十四五 ...

Investment Rating - The report does not explicitly state an investment rating for the smart water industry in China Core Insights - The smart water industry in China is rapidly growing, driven by improved water quality standards, smart city construction, and the development of the digital economy. The market size is expected to grow from CNY 57.93 billion in 2024 to approximately CNY 136.84 billion by 2029, with a compound annual growth rate (CAGR) of 18.74% [3][4] - The high leakage rate in China's water supply network leads to significant water resource waste, making smart water solutions essential for addressing these issues [4][33] - The Chinese government is actively promoting the development of smart water management through various policies, including the "National Water Network Construction Plan," which aims to enhance the digital and intelligent management of water resources by 2035 [5][6][22] Summary by Sections Overview of the Smart Water Industry - Smart water management utilizes advanced information technology and IoT to manage, monitor, schedule, and operate water resources effectively. It encompasses various sectors, including smart water supply, wastewater treatment, and industrial water management [3][16] - The development of smart water in China has progressed through stages of automation, informatization, integration, and intelligence, with a strong emphasis on policy support during the "14th Five-Year Plan" [16][27] Industry Chain Analysis - The upstream of the smart water industry includes software (cloud computing, big data) and hardware (water meters, secondary supply equipment), while the midstream consists of solution providers, and the downstream includes applications in water plants, transportation, and supply [38][39] - The cost structure of smart water solutions is primarily composed of software (18.9%) and hardware (81.1%), with software costs varying based on customization, system features, and user numbers [45][43] Market Size - The market size for various segments of smart water in China is projected to grow significantly by 2029, with smart water plants expected to reach CNY 42.60 billion, smart water supply to CNY 83.70 billion, and smart water service systems to CNY 39.10 billion [7] Development Necessity - The necessity for smart water solutions is underscored by the high leakage rates in China's water supply networks, which not only waste resources but also increase operational costs and compromise water quality [33][4] - The steady increase in urban water supply volume, driven by population growth and infrastructure investment, is a key factor propelling the smart water market [35][37] Policy Support - The Chinese government has introduced numerous policies to support the development of smart water management, emphasizing the integration of digital technologies and the establishment of a comprehensive water network [22][24][25]

Investment Rating - The report does not explicitly state an investment rating for the lithium battery export industry Core Insights - The lithium battery export industry refers to the expansion of Chinese lithium battery companies into overseas markets, covering the production and sales of both power and energy storage batteries, with significant growth driven by global energy transition and surging demand in electric vehicles and energy storage markets [3][4][36] - The industry is characterized by deepening internationalization, collaboration among equipment manufacturers, and challenges such as demand slowdown and increasing trade barriers [10][11][12] Summary by Sections Industry Definition - The lithium battery export industry encompasses the global production and sales of power and energy storage batteries by Chinese companies, involving overseas manufacturing, supply, equipment exports, and international collaborations [4] Industry Classification - The industry can be classified based on the method of overseas expansion, which includes overseas supply and overseas manufacturing [5][6] Overseas Supply - In 2024, China exported 3.91 billion lithium batteries worth $61.12 billion, with overseas supply remaining the mainstream approach, especially for emerging markets [7] Overseas Manufacturing - Over 20 lithium battery companies have established manufacturing bases overseas, particularly in response to local production requirements driven by policies like the US IRA [8] Industry Characteristics - Key characteristics include deepening internationalization, the export of lithium battery equipment manufacturers, and challenges from demand slowdown and trade barriers [10] Development History - The industry has evolved from primarily overseas supply before 2020 to accelerated overseas capacity layout post-2020, with significant investments in manufacturing bases abroad [15][17] Industry Chain Analysis - The lithium battery export industry chain includes upstream material and equipment manufacturers, midstream battery manufacturers, and downstream customers in the new energy vehicle and energy storage sectors [19][20] Market Size - The market size of the lithium battery export industry grew from $15.943 billion in 2020 to $61.110 billion in 2024, with a projected CAGR of 39.92% [36] Future Market Changes - Future changes in the market are influenced by global energy transition, technological innovation, and policy support, with expectations of continued growth in overseas demand for energy storage solutions [41][42][44] Competitive Landscape - Leading companies like CATL and BYD dominate the market due to their technological advancements, scale effects, and comprehensive supply chains, with emerging players like EVE Energy and Guoxuan High-Tech also gaining market share [47][49]

Investment Rating - The report does not explicitly provide an investment rating for the industry [1]. Core Insights - The revenue of China's panel furniture manufacturing industry was 167.61 billion RMB in 2021, with a year-on-year growth of 19.9%, driven by the easing of US-China relations and the relaxation of pandemic control measures. The growth rate is expected to revert to 10% in 2022 due to ongoing pandemic controls. From 2023 to 2026, with the reopening of the economy and a rebound in the real estate market, a compound annual growth rate (CAGR) of 10% is optimistically estimated for the next four years [10]. Summary by Sections 1. Revenue of China's Panel Furniture Manufacturing Industry - The revenue figures from 2018 to 2027 are as follows: - 2018: 34.83 billion RMB - 2019: 37.10 billion RMB (6.52% growth) - 2020: 35.49 billion RMB (-4.33% decline) - 2021: 41.43 billion RMB (16.72% growth) - 2022: 39.68 billion RMB (-4.21% decline) - 2023E: 37.61 billion RMB (-5.23% decline) - 2024E: 36.35 billion RMB (-3.36% decline) - 2025E: 35.11 billion RMB (-3.39% decline) - 2026E: 32.80 billion RMB (-6.58% decline) - 2027E: 30.63 billion RMB (-6.61% decline) [9]. 2. Revenue of China's Wood Furniture Manufacturing Industry - The revenue figures from 2018 to 2027 are as follows: - 2018: 59.00 billion RMB - 2019: 63.72 billion RMB (8% growth) - 2020: 61.55 billion RMB (-3.40% decline) - 2021: 71.66 billion RMB (16.42% growth) - 2022: 68.26 billion RMB (-4.75% decline) - 2023E: 64.84 billion RMB (-5.00% decline) - 2024E: 61.60 billion RMB (-5.00% decline) - 2025E: 58.52 billion RMB (-5.00% decline) - 2026E: 55.60 billion RMB (-5.00% decline) - 2027E: 52.82 billion RMB (-5.00% decline) [11]. 3. Penetration Rate of Panel Furniture in Wood Furniture - The penetration rate of panel furniture in the wood furniture market from 2018 to 2027 is as follows: - 2018: 59.03% - 2019: 58.22% - 2020: 57.66% - 2021: 57.81% - 2022: 58.14% - 2023E: 58% - 2024E: 59% - 2025E: 60% - 2026E: 59% - 2027E: 58% [12]. - The report indicates that the penetration rate will remain stable due to the advantages of panel furniture in terms of environmental protection, physical properties, and ease of assembly compared to solid wood furniture [21].

中国智能农机行业市场规模测算逻 辑模型 头豹词条报告系列 田晓静 智能农机行业规模 | 1. 中国智能农机市场规模 | (结论图) | P3 | | --- | --- | --- | | 2. 中国智能农机市场规模 | | P4 | | 3. 农机服务收入 | | P5 | | 4. 智能农机渗透率 | | 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. 中国智能农机市场规模 (结论图) P3 北京市农林科学院信息技术研究中心预测"预计到2025年，我国高端智能农机占比达20%，农机智能装备产业产值有望突破千亿元"，基于2022年智能农机渗透 率不足10%以及2025年20%的增长率，预计中国智能农机市场规模将保持高速增长 农机服务收入：A | 年份 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | --- ...

Investment Rating - The report indicates a positive investment outlook for the Chinese fried chicken industry, highlighting the rapid growth and potential for further development in the sector. Core Insights - The Chinese-style fried chicken market is experiencing significant growth, driven by the popularity of spicy chicken snacks and the overall transformation of the dining landscape towards more diverse and value-oriented offerings [4][30]. - The market for snack fast food is expected to exceed 1 trillion yuan by 2024, with a notable increase in the chain rate from 14.5% in 2019 to 24.6% in 2023 [3][7]. - The report emphasizes the importance of supply chain maturity, product differentiation, and innovative cooking techniques as key drivers of growth in the fried chicken sector [32][38]. Summary by Sections Current State of the Snack Fast Food Industry - The snack fast food market in China is transitioning from fragmented operations to a more scaled approach, with a projected market size of 823.7 billion yuan in 2023, reflecting a year-on-year growth of 12.6% [9][10]. - The industry is characterized by a high level of competition due to low entry barriers, leading to dynamic market conditions [3][10]. Development of the Fried Chicken Industry - The Chinese fried chicken market is on an upward trajectory, with significant room for development. The sector has seen multiple rounds of financing for various brands since 2023, indicating strong investor interest [3][23]. - The rise of spicy chicken snacks as a cost-effective option has contributed to the market's growth, with these products being quick to prepare and relatively inexpensive compared to traditional restaurant offerings [3][4]. Trends in the Fried Chicken Industry - The report notes a clear trend towards the diversification of the fried chicken market, with an increasing number of brands and product offerings. The emergence of new brands and the expansion of existing ones are reshaping the competitive landscape [27][30]. - The report highlights the growing popularity of Chinese-style fried chicken, which is becoming a significant player in the market, alongside traditional Western and Korean styles [25][30]. Driving Factors for Industry Growth - The maturity of the supply chain, characterized by stable raw material costs and efficient logistics, is a crucial factor supporting the growth of the fried chicken industry [32][35]. - The report also points to the rich product matrix and innovative cooking methods as essential elements driving the evolution of the fried chicken sector, allowing for a wide range of offerings that cater to diverse consumer preferences [38][40].

Investment Rating - The report indicates a positive investment outlook for the parenteral nutrition formulation industry, highlighting its potential for steady growth driven by technological innovation and policy support [4][32]. Core Insights - The global parenteral nutrition formulation industry is experiencing rapid development, focusing on enhancing energy efficiency and metabolic capacity. Key innovations include the rise of multi-chamber bags to meet personalized needs and reduce costs, while fat emulsions remain central to energy supply [4][21]. - The industry is characterized by a strong reliance on parenteral nutrition for patients with digestive and neurological disorders, emphasizing the necessity for precise nutritional supplementation to optimize patient outcomes [4][23]. - The industry chain consists of upstream raw material supply, midstream research and production, and downstream clinical applications, all of which are critical to the industry's core operations [20]. Summary by Sections Industry Overview - Parenteral nutrition (PN) is a medical method of providing essential nutrients intravenously, crucial for patients unable to consume adequate nutrition through the gastrointestinal tract. It includes Total Parenteral Nutrition (TPN) and Partial Parenteral Nutrition (PPN) [5][6]. Product Specifications - The parenteral nutrition formulations are categorized into single-chamber, double-chamber, and triple-chamber bags, each serving different clinical needs [6][7][8]. Industry Characteristics - Parenteral nutrition alleviates digestive burdens and optimizes patient outcomes, with multi-chamber formulations emerging to integrate multiple components for cost and efficacy optimization [9][10][11]. Development History - The industry has evolved from theoretical exploration to clinical validation, with significant advancements in technology and product innovation since the early 20th century [13][14][17]. Market Size and Growth - The market size for parenteral nutrition formulations grew from $3.476 billion in 2018 to $4.3 billion in 2023, with a compound annual growth rate (CAGR) of 4.35%. Projections indicate growth to $5.035 billion by 2028, with a CAGR of 3.95% [32][33]. Industry Chain Analysis - The upstream segment focuses on raw material supply, which is critical for product safety and compliance. The midstream involves the research and production of various parenteral nutrition formulations, while the downstream encompasses clinical usage and demand from critically ill patients [20][21][30]. Key Trends - The shift towards multi-chamber bags is driven by increasing demand for personalized nutrition solutions and cost considerations, reflecting a market preference for more flexible and economical formulations [22][29]. - Digestive and neurological disorders are primary areas of application for parenteral nutrition, with global guidelines emphasizing the importance of balanced nutrient intake to improve patient health [23][31]. Policy Impact - Recent policies have emphasized the importance of clinical nutrition, encouraging healthcare institutions to enhance their nutritional capabilities, which is expected to further expand the parenteral nutrition market [37].

常乔雨 中国NLP大模型行业市场规模测算 逻辑模型 头豹词条报告系列 NLP大模型行业规模 | 1. 中国NLP大模型市场规模 (结论图) | P3 | | --- | --- | | 2. 中国NLP大模型市场规模 | P4 | | 3. NLP大模型在AI中的渗透率 | P5 | | 4. 中国AI市场规模 | P6 | | 5. 法律声明 | P7 | | 6. 头豹研究院简介 | P8 | | 7. 头豹词条介绍 | P9 | | 8. 头豹词条报告 | P10 | 1. 中国NLP大模型市场规模 (结论图) P3 2. 中国NLP大模型市场规模 P4 | 中国NLP大模型市场规模:（结论=A*B） 中国NLP大模型市场规模:（结论=A*B） | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 年份 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | 数据(人民币元) | 390.18 | 573.54 | 1,003.32 ...

Investment Rating - The report indicates a positive investment outlook for the mother and infant appliance industry, projecting a compound annual growth rate (CAGR) of 5.8% from 2023 to 2028, with the market size expected to grow from 459 billion yuan in 2023 to approximately 507.4 billion yuan by 2028 [25][27]. Core Insights - The mother and infant appliance market in China has seen significant growth, with the market size increasing from 36.09 billion yuan in 2019 to 45.9 billion yuan in 2023. This growth is driven by a shift in product offerings from "usable" to "user-friendly" and from "general" to "specialized" products, reflecting strong pricing power in the industry [2][5][27]. - The demand for mother and infant appliances is bolstered by approximately 8 to 9 million women giving birth each year in China, alongside a growing emphasis on refined parenting concepts [2][27]. - The integration of online and offline sales channels is a key trend in the mother and infant market, with online platforms enhancing operational efficiency through data analysis and offline stores focusing on professional development [3][19]. Summary by Sections Market Overview - The mother and infant appliance market in China is projected to grow at a CAGR of 5.8%, with significant market size growth from 36.09 billion yuan in 2019 to 45.9 billion yuan in 2023 [25][27]. - The market is characterized by a transition towards specialized and user-friendly products, driven by technological advancements and changing consumer preferences [2][5]. Industry Drivers - The demand for mother and infant appliances is influenced by government policies encouraging childbirth, rising living standards, and evolving parenting philosophies [28][30]. - The gifting economy also plays a role, with practical gifts being increasingly popular during holidays and special occasions [33]. Market Segmentation - Key product categories include integrated smart feeding devices, which combine various feeding functions and are well-received in the market [36][40]. - The introduction of the "mother and infant grade" concept has led to innovations in product intelligence and personalization, enhancing market appeal [40]. Development Trends - The industry is moving towards greater smart technology integration, with products like smart bottles and automated baby strollers gaining popularity among parents [42][44]. - Brands are innovating to meet diverse consumer needs across different scenarios and age stages, focusing on health, convenience, and personalization [44]. Competitive Landscape - The market features intense competition among numerous brands, with leading players in specific categories such as breast pumps and baby food processors [45][47]. - In 2023, the sales of breast pumps and baby food processors on major platforms like Tmall and Taobao reached 3.79 billion yuan, with significant market shares held by brands like Medela and Little Bear [47][48].

Investment Rating - The report indicates a positive investment outlook for the ultrasonic fingerprint recognition industry in China, highlighting significant growth potential and opportunities for domestic manufacturers [5][8]. Core Insights - The ultrasonic fingerprint recognition technology has a promising market outlook, driven by increasing consumer demand for secure and convenient biometric solutions in smartphones and other electronic devices [5][6]. - The market for ultrasonic fingerprint recognition is still considered a blue ocean, with major players like Qualcomm and Goodix holding over 90% market share, indicating ample room for growth and competition [7][8]. - The industry is expected to experience substantial growth, with the market size projected to increase from 3.57 billion yuan in 2025 to 14.53 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 32.41% [8][37]. Summary by Sections Industry Overview - The report provides a comprehensive overview of the ultrasonic fingerprint recognition industry in China, detailing the supply chain and market size development [2][5]. Market Dynamics - The demand for high-quality biometric solutions is rising, with ultrasonic fingerprint recognition poised to become a leading technology following optical fingerprint recognition [5][6]. - The core component of ultrasonic fingerprint recognition modules is the ultrasonic sensor, which plays a crucial role in identity verification by analyzing three-dimensional images of fingerprints [6][14]. Competitive Landscape - The current market is dominated by Qualcomm and Goodix, which together account for over 90% of the market share, indicating a concentrated competitive environment [7][8]. - The report notes that the domestic production of ultrasonic sensors is accelerating, which will support the development of downstream module packaging manufacturers [12][19]. Market Growth Projections - The ultrasonic fingerprint recognition module market is expected to grow significantly, driven by the acceleration of domestic production processes and decreasing costs, which will expand market applications [8][37]. - The market size is projected to grow from 3.57 billion yuan in 2025 to 14.53 billion yuan by 2030, with a CAGR of 32.41% [37][38]. Application Trends - Smartphones are identified as the primary application area for ultrasonic fingerprint recognition modules, with a notable trend towards higher screen-to-body ratios in devices, creating opportunities for this technology [29][30]. - The penetration of ultrasonic fingerprint recognition technology is gradually moving from high-end to mid-range smartphones, indicating a broadening market reach [35].