饶立杰 2025-02-14 未经平台授权，禁止转载 摘要 家庭智能机器人是一种集成了先进的传感器技术、人工智能技术、语音识别与合成技术、机器视觉技术、自主导航与避障技术以及多种交互手段的机器人系统，其主要设计 目标是为家庭成员提供便捷、高效、个性化的服务，并增强家庭生活的智能化和舒适性。技术进步与应用深化预示其将成为未来家庭不可或缺的一员。展望未来，借助深度 学习、强化学习等算法的精进，家庭智能机器人将拥有更为卓越的感知、认知与决策能力。 行业定义 家庭智能机器人是一种集成了先进的传感器技术、人工智能技术、语音识别与合成技术、机器视觉技术、自主导航与避障技术以及多种交互 手段的机器人系统，其主要设计目标是为家庭成员提供便捷、高效、个性化的服务，并增强家庭生活的智能化和舒适性。随着技术的不断进步和 应用的深入拓展，家庭智能机器人有望成为未来家庭生活中的重要一员。未来，家庭智能机器人将在深度学习、强化学习等算法的优化下，具备 更强大的感知、认知和决策能力。 行业分类 按照功能的分类方式，家庭智能机器人行业可以分为如下类别： 家庭智能机器人基于功能的分类 智能清洁机器人 智能清洁机器人是一种专为自动化家庭清洁设计 ...

Investment Rating - The report does not explicitly state an investment rating for the coking gas industry. Core Insights - The coking gas market in China is projected to grow steadily, with an estimated market size of approximately 3,440.46 billion RMB in 2023, increasing to 3,779.96 billion RMB by 2027, reflecting a consistent growth trend [7][8]. - The total coking coal production in China is expected to rise from 47,343.64 million tons in 2022 to 52,015.47 million tons by 2027, indicating a compound annual growth rate (CAGR) of about 1.9% [12][13]. - The coking gas production is forecasted to increase from 20,357,765 cubic meters in 2022 to 21,949,612 cubic meters by 2027, driven by the growth in coking coal production [16][18]. - The price of coking gas per cubic meter has remained stable at 1.69 RMB from 2017 through 2027, suggesting a stable pricing environment in the market [9][21]. Summary by Sections 1. Coking Gas Market Size - The coking gas market size is calculated as the product of coking gas production and the price per cubic meter, with projections showing a steady increase in market size over the next few years [7][8]. 2. Coking Coal Production - Coking coal production in China has shown fluctuations, with a total production of 47,343.64 million tons in 2022 and an expected increase to 52,015.47 million tons by 2027, with a CAGR of approximately 1.9% [12][13]. 3. Coking Gas Production - The production of coking gas is directly linked to coking coal output, with projections indicating an increase from 20,357,765 cubic meters in 2022 to 21,949,612 cubic meters by 2027 [16][18]. 4. Price of Coking Gas - The price of coking gas has remained constant at 1.69 RMB per cubic meter from 2017 to 2027, indicating a stable pricing structure in the industry [9][21].

2024年中国NDR 行业概览（上） 打造网络检测利器，构建智能防御体系 China NDR Industry 中国NDR産業 撰写人：林若薇 报告提供的任何内容（包括但不限于数据、文本、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。 头豹研究院 1 团队介绍 头豹是国内领先的行企研究原创内容平台和创新的数字化 研究服务提供商。头豹在中国已布局3大研究院，拥有近 百名资深分析师，头豹科创网(www.leadleo.com)拥有20万 +注册用户，6,000+行业赛道覆盖及相关研究报告产出。 头豹打造了一系列产品及解决方案，包括数据库服务、行 企研报服务、微估值及微尽调自动化产品、财务顾问服务、 PR及IR服务，研究课程 ...

中国K12网校行业市场规模测算逻 辑模型 头豹词条报告系列 曹亚诺 K12网校行业规模 溯源信息 | 中国K12在线教育市场规模:（结论=C*D*E*F） 中国K12在线教育市场规模:（结论=C*D*E*F） | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 年份 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | 数据(人民币元) | 228 | 285.79 | 402.67 | 659.41 | 789.26 | 935.81 | 1,090.6 | 1,242.59 | 1,384.95 | 1,520.76 | 1,631.12 | | 增长率(b-a)/a*100% | - | 25.35% | 40.89% | 63.76% | 19.69% | 18.57% | 16.54% | 13.94% | 11.46% | 9.81% ...

Investment Rating - The report indicates a positive investment outlook for the portable printer industry, highlighting continuous growth and potential opportunities driven by technological innovation and consumer demand [5][38]. Core Insights - The portable printer market in China is expected to expand significantly by 2028, driven by advancements in technology, consumer upgrades, and the influence of e-commerce platforms [5][38]. - The industry is characterized by a competitive landscape with a well-established supply chain, where the demand for consumables like thermal paper and thermal transfer ribbons is increasing [6][50]. - The report emphasizes the importance of wireless connectivity and efficient power management in portable printers, which cater to the growing need for instant and high-quality printing solutions [24][30]. Industry Overview - The portable printer is defined as a compact and lightweight device that can operate on battery power and connect wirelessly to computers and mobile devices [24][25]. - Key factors influencing the industry include efficient power management, stable connectivity, user-friendly interfaces, and durability [30][31]. - The global market for portable printers is experiencing steady growth, with the Asia-Pacific region showing the highest potential due to strong demand from countries like China and India [5][44]. Market Size - The global portable printer market reached $1.6 billion in 2023 and is projected to grow to $2.26 billion by 2028, with a compound annual growth rate (CAGR) of 41.5% [40][38]. - In 2023, the Chinese market accounted for 28% of the global market, valued at $450 million, and is expected to reach $660 million by 2028 [40][38]. Industry Chain Analysis - The industry chain includes upstream suppliers of components and consumables, midstream manufacturers of portable printers, and downstream consumers [50][51]. - The demand for thermal paper and thermal transfer ribbons is robust, with applications expanding into sectors like healthcare [56][50]. - The competitive landscape features numerous players, with products designed to be lightweight and support various wireless connectivity options [50][61]. Consumer Demographics - The primary consumer demographic for portable printers in China consists of young individuals, particularly those aged 18-30, with a significant concentration in lower-tier cities [50][52]. - The report notes that the demand for portable printers is particularly strong among female consumers and younger demographics, reflecting a trend towards efficient and convenient living [6][50]. Application Analysis - Portable printers are widely used in retail for printing price tags, receipts, and promotional labels, enhancing operational efficiency and customer satisfaction [64][66]. - In the logistics sector, portable printers improve efficiency by allowing couriers to print shipping labels on-site, reducing processing time and costs [67][68]. - The restaurant industry benefits from portable printers for quick order processing and receipt printing, which streamlines operations and enhances service quality [70][72]. Policy and Development Trends - The development of the portable printer industry in China is supported by various policies aimed at promoting technological innovation and enhancing product reliability [76]. - The trend towards smart and eco-friendly products is evident, with manufacturers focusing on low-energy consumption and recyclable materials [76].

饶立杰 2025-02-12 未经平台授权，禁止转载 摘要 相机镜头行业属于光学制造行业，其产品广泛应用于各个领域，包括消费电子（如手机、相机）、医疗、工业、航空航天等，其中消费电子领域的应用最为广泛。该行业由 少数几家主导企业如佳能、尼康、索尼等引领，它们不仅生产与自家相机系统兼容的镜头，还推动着技术创新，例如更快更精确的自动对焦系统、图像稳定技术以及高分辨 率光学设计。随着无反光镜相机市场的快速增长，镜头制造商也在不断扩展其产品线以适应新的机身标准，并满足消费者对于轻量化、高性能镜头日益增长的需求。 行业定义 相机镜头是由多片透镜组成，通过透镜的精确设计和组合能够捕捉并聚焦光线，从而在相机的感光元件（如胶片或数字传感器）上形成清晰 的图像。相机镜头作为相机中用于成像的关键光学部件，其性能和质量对最终成像效果有着至关重要的影响。随着科技的飞速发展，相机镜头的 设计和制造也在不断革新。现代镜头不仅追求更高的分辨率和更出色的光学性能，还注重轻便性和智能化。未来智能化是现代相机镜头的一个重 要发展方向。 行业分类 按照焦距变化情况的分类方式，相机镜头行业可以分为如下类别： 相机镜头行业基于焦距变化情况的分类 定焦 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company being analyzed Core Insights - The artificial intelligence solutions market in China has shown significant growth, expanding from RMB 42.2 billion in 2019 to RMB 93.7 billion in 2022, with a compound annual growth rate (CAGR) of 30.5% [12][28] - By 2028, the market is projected to reach RMB 633.2 billion, with an expected CAGR of 37.5% from 2022 to 2028, reflecting the increasing demand for efficient and intelligent solutions [12][28] - The report highlights that the drug discovery solutions provided by the company have competitive advantages due to their advanced technology, efficient data processing capabilities, and strong technical team [12][64] Summary by Sections Industry Overview - The artificial intelligence solutions market in China is rapidly expanding, driven by technological advancements and increasing user demand [30] - The market for smart hospitals is expected to grow significantly, reaching RMB 73.4 billion by 2028, with a CAGR of 66.8% from 2022 to 2028 [28] - The automation market in China has also shown strong growth, with the market size increasing from USD 25.4 billion in 2018 to USD 44 billion in 2022, and projected to reach USD 114.6 billion by 2030 [12][39] Company Analysis - The company has experienced revenue growth from RMB 62.8 million in 2021 to RMB 174 million in 2023, although it has faced net losses due to high R&D costs [12] - R&D expenditures have increased significantly, from RMB 213 million in 2021 to RMB 481 million in 2023, with a CAGR of 50% [12] - The company’s core business segments include drug discovery solutions and intelligent automation solutions, each contributing approximately 50% to total revenue in 2023 [12] Market Trends - The report indicates a shift in drug discovery from traditional methods to AI and quantum computing, which can significantly reduce time and costs associated with drug development [54] - Global drug R&D spending is expected to continue growing, with China's spending projected to rise from USD 36.6 billion in 2023 to USD 67.5 billion by 2030 [55] - The integration of advanced technologies such as AI and quantum computing is transforming materials research and drug development, leading to faster and more cost-effective processes [58]

Investment Rating - The report does not explicitly state an investment rating for the electronic slurry industry. Core Insights - The Chinese electronic slurry market is projected to grow significantly, with an estimated market size of RMB 840.17 billion in 2023, increasing to RMB 2,889.89 billion by 2027, reflecting a compound annual growth rate (CAGR) of approximately 36.56% [7][8]. - The electronic slurry market is divided into two main segments: MLCC (Multi-Layer Ceramic Capacitors) and photovoltaic cells, with the latter showing a particularly high growth rate [9][26]. Summary by Sections 1. Chinese Electronic Slurry Market Size - The market size for electronic slurry in China from 2019 to 2027 is as follows: - 2019: RMB 271.81 billion - 2020: RMB 260.92 billion - 2021: RMB 350.42 billion - 2022: RMB 625.85 billion - 2023E: RMB 840.17 billion - 2024E: RMB 1,134.57 billion - 2025E: RMB 1,553.97 billion - 2026E: RMB 2,116.17 billion - 2027E: RMB 2,889.89 billion - The growth rates for these years indicate a strong upward trend, particularly from 2022 onwards, with a peak growth rate of 78.60% in 2022 [7]. 2. Chinese MLCC Market Size - The MLCC market size in China is projected as follows: - 2019: RMB 436.5 billion - 2020: RMB 463.7 billion - 2021: RMB 484.4 billion - 2022: RMB 506.8 billion - 2023E: RMB 532.65 billion - 2024E: RMB 559.81 billion - 2025E: RMB 588.36 billion - 2026E: RMB 618.37 billion - 2027E: RMB 649.91 billion - The growth rate remains stable at around 5.10% from 2023 to 2027 [13][22]. 3. Electronic Slurry's Cost Proportion in MLCC - The proportion of electronic slurry in the cost of MLCC remains constant at 14% from 2019 to 2027, indicating a stable cost structure within the industry [17][23]. 4. Electronic Slurry Market Size in MLCC - The market size for electronic slurry in the MLCC sector is as follows: - 2019: RMB 61.11 billion - 2020: RMB 64.92 billion - 2021: RMB 67.82 billion - 2022: RMB 70.95 billion - 2023E: RMB 74.57 billion - 2024E: RMB 78.37 billion - 2025E: RMB 82.37 billion - 2026E: RMB 86.57 billion - 2027E: RMB 90.99 billion - The growth rate for this segment is projected to be around 5.10% annually [20][22]. 5. Electronic Slurry Market Size in Photovoltaic Cells - The market size for electronic slurry in the photovoltaic cell sector is as follows: - 2019: RMB 210.7 billion - 2020: RMB 196 billion - 2021: RMB 282.6 billion - 2022: RMB 554.9 billion - 2023E: RMB 765.6 billion - 2024E: RMB 1,056.2 billion - 2025E: RMB 1,471.6 billion - 2026E: RMB 2,029.6 billion - 2027E: RMB 2,798.9 billion - This segment shows a remarkable growth rate, particularly in 2022 with a 96.36% increase, and is expected to maintain high growth rates of around 37.90% through 2027 [9][26].

Investment Rating - The report does not explicitly provide an investment rating for the group meal industry Core Insights - The Chinese group meal market is transitioning from a "big canteen" model to a more socialized, market-oriented, and enterprise-driven approach, becoming a crucial link between consumer dietary needs and efficient service [10][11] - From 2019 to 2023, the market size of the group meal industry in China grew from 1.5 trillion yuan to 2.1 trillion yuan, with an expected annual compound growth rate of 6.0% in the future [10][11][15] - The demand for personalized, healthy, and convenient meal options is rising, presenting new opportunities and challenges for group meal enterprises [11][12] Summary by Sections Industry Overview - The group meal industry in China is experiencing significant growth, with a market size increase from 1.5 trillion yuan in 2019 to 2.1 trillion yuan in 2023, and a projected annual growth rate of 6.0% [10][15] - The industry is evolving towards socialization, marketization, and enterprise-driven models, indicating a mature and competitive market [11] Market Dynamics - Major group meal enterprises are concentrated in populous and economically developed provinces such as Beijing, Shanghai, Guangdong, and Anhui, with over 40 leading companies in each of these regions [12] - The fastest-growing segment of group meal enterprises is those with annual revenues between 500 million and 1 billion yuan, highlighting increased market growth and competition [12] Consumer Trends - The aging population in China, with 297 million individuals aged 60 and above as of December 2023, is driving demand for meals tailored to nutritional needs, making this a key growth area for group meal companies [13][22] - Group meal enterprises are incorporating high-protein, low-salt, and low-sugar options into their menus to cater to the dietary requirements of older adults [13][22] Technological and Operational Developments - The integration of big data and online delivery platforms is expected to enhance the appeal of group meal services, expanding their customer base [17] - Collaborations with major suppliers like COFCO and Yihai Kerry are facilitating scale and customization in procurement, promoting industry growth [17] Investment Landscape - In 2023, the group meal sector saw two investment events, reflecting its attractiveness and potential for development within the broader food service market [18][21] - The mixed-ownership model of state-owned enterprises is aiding the rapid growth of group meal companies, aligning with national reforms [21]

Investment Rating - The report does not explicitly provide an investment rating for the multi-modal transport industry in China [1]. Core Insights - The average annual compound growth rate of China's multi-modal transport market from 2017 to 2022 is 18.57%, with a conservative estimate of continued growth at 17.44% over the next five years, aligning with the State Council's plan for optimizing transport structure from 2021 to 2025 [8]. - The market size of China's multi-modal transport industry is projected to reach approximately 14,982.46 billion RMB by 2027, showing a significant increase from 2,861.9 billion RMB in 2017 [7]. - The proportion of multi-modal transport volume in the total social freight volume is expected to rise from 2.9% in 2017 to 13.36% by 2027, indicating a growing trend in the adoption of multi-modal transport solutions [9][25]. Summary by Sections 1. Market Size of China's Multi-Modal Transport Industry - The market size has shown consistent growth, with figures increasing from 2,861.9 billion RMB in 2017 to an estimated 7,876.92 billion RMB in 2023 [7]. - The growth rates for the years 2018 to 2027 are projected to be stable, with a notable spike of 34.20% in 2020 [7][8]. 2. Freight Turnover Volume (Billion Ton-Kilometers) - The freight turnover volume is expected to grow from 197,372.65 million kg in 2017 to 271,318.56 million kg by 2027, reflecting a steady increase in freight activity [13][22]. 3. Average Freight Transport Cost (RMB/Ton-Kilometer) - The average freight transport cost is projected to decrease from 0.5 RMB in 2017 to 0.41 RMB by 2027, indicating a trend towards more cost-effective transport solutions [15][23]. 4. Total Freight Transport Market Size - The total freight transport market size is expected to grow from 98,686.33 billion RMB in 2017 to 112,159.47 billion RMB by 2027, with a compound annual growth rate of approximately 1.24% [20][22]. 5. Proportion of Multi-Modal Transport Volume in Total Freight Volume - The proportion of multi-modal transport volume is projected to increase significantly, from 2.9% in 2017 to 13.36% by 2027, driven by policy support and infrastructure improvements [9][25].