Investment Rating - The report indicates a positive outlook for the AI medical device industry, highlighting its potential for significant growth and market expansion due to technological advancements and regulatory support [1]. Core Insights - The AI medical device industry is on the verge of a breakthrough, driven by the commercialization of artificial intelligence technology and increasing regulatory approvals for various products [1][30]. - The market size of AI medical devices has grown from 1.25 billion RMB in 2019 to 4.37 billion RMB in 2023, with a compound annual growth rate (CAGR) of 143.33% [30]. - The industry is expected to continue expanding, with projections indicating a market size of 52.49 billion RMB by 2028, reflecting a CAGR of 68.58% [30]. Industry Definition - AI medical devices are defined as medical devices that utilize medical device data and artificial intelligence technology to achieve their intended medical purposes [2]. Industry Classification - AI medical devices can be classified based on their intended use into two categories: decision-supporting and non-decision-supporting devices [4][6]. Industry Characteristics - The AI medical device industry is characterized by its wide application across various medical fields, a diverse range of participating companies, and a steady increase in the number of approved Class III medical device registrations [8]. - The number of approved Class III medical devices has shown consistent growth, with 81 AI medical devices approved by the end of 2023, marking a significant increase from previous years [11][18]. Development History - The AI medical device industry has evolved through three major phases, with significant milestones including the first AI medical device approval in 2018 and the subsequent commercialization of deep learning-based products starting in 2020 [12][15]. Industry Chain Analysis - The industry chain consists of upstream hardware suppliers, midstream AI medical device manufacturers, and downstream application terminals [16]. - The number of clinical trial institutions for medical devices has increased, enhancing the regulatory environment and supporting industry growth [17][20]. Market Size and Growth - The AI medical device market is projected to grow significantly, driven by the increasing adoption of AI technologies in healthcare and the expansion of applications in various medical fields [30][33]. Policy Support - Government policies have been instrumental in promoting the development of the AI medical device industry, with various initiatives aimed at encouraging innovation and regulatory clarity [32][35]. Competitive Landscape - The competitive landscape of the AI medical device industry is structured into tiers, with leading companies such as Shukun Technology in the first tier, followed by companies like United Imaging and Infervision in the second tier [38][39].

林芷仪 空港行业规模 中国空港行业市场规模测算逻辑模 型 头豹词条报告系列 | 1. 空港旅客吞吐量 (结论图 ) | P3 | | --- | --- | | 2. 空港旅客吞吐量 | P4 | | 3. 空港国内航线旅客吞吐量 | P5 | | 4. 空港国际航线旅客吞吐量 | 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. 空港旅客吞吐量 (结论图) P3 2. 空港旅客吞吐量 P4 空港旅客吞吐量:（结论=A+B） 空港旅客吞吐量:（结论=A+B） | 年份 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 数据 | 1,147,867,0 | 1,264,688,0 | 1 ...

企业研报 2024/11 www.leadleo.com 2024年一脉阳光企业研究： 智能影像，精准医疗 Rimag Imaging Hospital Group Enterprise Report リマグ・イメージング病院グループ企業報告 报告标签：医学影像，CT，MRI 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。 团队介绍 郝世超 首席分析师 Lamber.Hao@Leadleo.com 何婉怡 行业分析师 Margaret.He@Leadleo.com 头豹研究院 咨询/合作 网址：www.leadleo.com 电话：18621660149（郝 ...

Investment Rating - The report indicates a positive outlook for the AI medical device industry, highlighting its potential for significant growth and transformation in the market [1]. Core Insights - The AI medical device industry is on the brink of explosive growth, driven by advancements in artificial intelligence technology, regulatory support, and increasing market penetration in medical institutions and third-party imaging centers [1]. - The market size of AI medical devices has expanded from 1.25 billion RMB in 2019 to 43.70 billion RMB in 2023, with a compound annual growth rate (CAGR) of 143.33% [30]. - The industry is expected to continue its growth trajectory, with projections indicating a market size increase to 524.85 billion RMB by 2028, reflecting a CAGR of 68.58% [30]. Industry Definition - AI medical devices are defined as medical devices that utilize artificial intelligence technology based on medical device data to achieve their intended medical purposes [2]. Industry Classification - AI medical devices can be classified into two main categories: decision-support devices and non-decision-support devices [4][6]. Industry Characteristics - The AI medical device industry is characterized by its wide application across various medical fields, a diverse range of participating companies, and a stable increase in the number of approved Class III medical device registrations [8]. - The number of approved Class III medical devices has shown consistent growth, with 81 AI medical devices approved by the end of 2023, marking a significant increase from previous years [11][18]. Development History - The AI medical device industry has evolved through three major stages, with significant milestones including the first AI medical device approval in 2018 and the subsequent commercialization of deep learning-based products starting in 2020 [12][15]. Industry Chain Analysis - The industry chain consists of upstream hardware suppliers, midstream AI medical device manufacturers, and downstream application terminals [16]. - The regulatory framework has driven the standardization of clinical trial institutions, enhancing the quality of clinical trials and supporting industry growth [17][20]. Market Size and Growth Drivers - The AI medical device market is projected to grow significantly due to the increasing adoption of AI technologies in healthcare, with applications in cancer detection, preoperative planning, and disease management [33]. - The report emphasizes the role of government policies in promoting innovation and development within the AI medical sector, which has been a key driver of market expansion [32]. Competitive Landscape - The competitive landscape of the AI medical device industry is structured into tiers, with leading companies such as Shukun Technology in the first tier, followed by companies like United Imaging Healthcare and Infervision in the second tier [38][39]. - The report notes that regulatory clarity has facilitated the entry of multiple players into the market, fostering a competitive environment [39]. Company Overview - United Imaging Healthcare has established itself as a leader in the AI medical device sector, providing a range of high-performance diagnostic and therapeutic equipment [44].

Investment Rating - The report does not explicitly provide an investment rating for the burger industry in China [3]. Core Insights - The Chinese burger industry, originating from the U.S., has evolved significantly since the introduction of Western fast food brands in the late 20th century, entering a mature and stable phase after over 30 years of rapid growth [3][4]. - The market is shifting towards health and quality, with consumers increasingly prioritizing dietary health and food quality, prompting brands to innovate healthier and tastier burger options [3][4]. - The rapid urbanization and rising income levels in China are contributing to an increase in dining out, providing greater opportunities for the burger market [3][4]. Market Overview - The Chinese burger market is characterized by high market concentration, with leading brands like Wallace, KFC, and Tastin dominating the landscape, holding a significant share of the fast food market [4][20]. - As of November 2024, the number of stores for the top three burger brands is as follows: Wallace (20,005), KFC (11,112), and Tastin (8,545) [4][20]. - The industry exhibits a high degree of standardization and chain operation, allowing for quick service and high table turnover rates, with McDonald's achieving an average of 43 turnovers per day in 2021 [5][20]. Market Size and Growth - The burger industry in China has shown significant growth, driven by increasing consumer awareness of healthy eating and the fast-paced lifestyle [11][14]. - From 2000 to 2018, per capita dining expenditure rose from 1,158.5 RMB to 2,852 RMB, reflecting a compound annual growth rate of 9.4% [14]. - The rise of online food delivery services and changing consumer habits, particularly among younger demographics, are key factors driving the growth of the burger market [14]. Competitive Landscape - The burger industry is highly concentrated, with the top five brands holding over 90% of the market share in terms of store numbers [20]. - Future competition is expected to focus on market penetration in lower-tier cities and the localization of menu offerings, with brands like KFC and Wallace adapting their strategies to attract consumers in these markets [20][21]. - The average customer spending varies by brand, with Wallace targeting below 20 RMB, while KFC leads in the higher price segments [21]. Regional Distribution - The distribution of burger outlets in China shows a higher concentration in coastal regions compared to inland areas, with significant variations in per capita store numbers [16][19]. - As of 2024, Guangdong province leads with 26,290 stores, followed by Shandong and Jiangsu provinces [16][19]. Trends and Innovations - The report highlights a trend towards brand localization and the introduction of "Chinese-style burgers," which cater to local tastes and preferences, contributing to structural growth in the industry [21][22]. - Wallace has increased its presence in lower-tier cities, with a slight rise in store percentages in these areas from 2023 to 2024 [25].

过敏性疾病：国民健康意识渐增，驱动行业规模提升 头豹词 条报告系列 2025-02-28 未经平台授权，禁止转载 摘要 随着国民健康意识的增强和生活环境的变化，中国过敏性疾病的发病率逐年上升，推动了该领域的医疗需求增长和技术进步。过敏性疾病治疗药物是行业核心，目前本土企 业在化学药特别是抗组胺药领域已建立较为完善的研产体系，满足了大部分轻中度过敏性疾病的治疗需求。但面对复杂难治的重症病例，生物抗体治疗和免疫治疗仍是重点 治疗手段，也是行业未来发展的关键方向。随着生物技术创新持续推动，中国过敏性疾病行业有望实现更多的增长。 行业定义 过敏性疾病（AllergicDiseases,AD）是一种变态反应性炎症，简称变应性炎症。它是机体受一种或多种抗原物质刺激后，产生反应过程引起 有害的过度反应，属于免疫性疾病范畴。常见的过敏性疾病包括过敏性鼻炎、过敏性哮喘、特应性皮炎、食物过敏和药物过敏。过敏性疾病在过 去数十年里发病率显著上升，现已被WHO列为21世纪重点防治的三大疾病之一。过敏性疾病常见的过敏原包括：以花粉、皮毛和室内尘土为代 表的吸入性过敏原；以牛奶和虾为代表的食入性过敏原；以化妆品为代表的接触性过敏原；以青 ...

Investment Rating - The report does not explicitly provide an investment rating for the edible oil industry Core Insights - The total consumption of edible oil in China has shown fluctuations, with a projected consumption of 140.64 million kilograms in 2023, slightly decreasing to 140.6 million kilograms by 2027 [7][8] - The per capita consumption of edible oil has been relatively stable, with a slight decline from 10.7 kg in 2017 to an estimated 9.97 kg in 2023, indicating a trend towards stagnation in growth [8][12] - The population of China is expected to peak in 2022, with a gradual decline thereafter, which may impact the overall demand for edible oil [9][16] Summary by Sections Total Consumption of Edible Oil - The total consumption of edible oil in China from 2017 to 2027 shows a peak in 2021 at 142.71 million kilograms, followed by a slight decrease in subsequent years [7][8] Per Capita Consumption of Edible Oil - The per capita consumption of edible oil has decreased from 10.7 kg in 2017 to an estimated 9.97 kg in 2023, reflecting a compound annual growth rate (CAGR) of -1.4% from 2017 to 2022 [8][12] Population Data - The population of China has shown a slight increase from 14 billion in 2017 to an estimated 14.11 billion in 2023, but is projected to decline gradually after reaching its peak in 2022 [9][16]

Investment Rating - The report indicates a positive investment outlook for the allergic diseases industry, driven by increasing healthcare awareness and rising demand for treatment options. Core Insights - The prevalence of allergic diseases in China is on the rise, leading to increased medical demand and technological advancements in treatment options. The core of the industry lies in the development of therapeutic drugs, particularly antihistamines, with a focus on biologics and immunotherapy for severe cases as key future directions [1][2][3]. Industry Definition - Allergic diseases are characterized by hypersensitivity reactions to various antigens, classified into categories such as allergic rhinitis, allergic asthma, atopic dermatitis, food allergies, and drug allergies [2][3]. Industry Classification - The allergic diseases industry can be categorized based on specific conditions, including allergic rhinitis, allergic asthma, atopic dermatitis, food allergies, and non-food allergies [3]. Industry Characteristics - The industry features a variety of allergen detection methods and diverse treatment options, with a growing focus on IgE as a target for new therapeutic developments [8][9][10]. Development History - The establishment of specialized departments for allergic diseases in China marked the beginning of systematic research and treatment in this field, leading to significant advancements in understanding and managing allergic conditions [12][14][15]. Industry Chain Analysis - The allergic diseases industry consists of a supply chain that includes raw material suppliers, drug manufacturers, and distribution channels, with a notable focus on the development of antihistamine drugs and biologics [16][17][18]. Market Size - The market size for allergic diseases in China grew from 38.38 billion RMB in 2019 to 45.23 billion RMB in 2023, with a compound annual growth rate (CAGR) of 4.19%. Projections indicate growth to 77.87 billion RMB by 2028, with a CAGR of 11.09% [32][34]. Future Market Drivers - The innovation in antihistamines and the development of biologics are expected to drive continued growth in the allergic diseases market, with a focus on reducing side effects and improving patient adherence to treatment [35][36]. Competitive Landscape - The allergic diseases market is characterized by significant competition, with leading companies leveraging their financial resources for drug innovation and maintaining a diverse product line to meet patient needs [40][41][42].

Investment Rating - The report indicates a positive outlook for the new energy vehicle battery box industry, driven by increasing penetration rates and supportive national policies [1]. Core Insights - The new energy vehicle battery box is a critical component of the battery pack, characterized by high customer barriers, continuous upgrades with battery integration technology, and a strong correlation with the new energy vehicle industry [1][7][10]. - The market for new energy vehicle battery boxes is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 76.59% from 2020 to 2024, increasing from 2.734 billion RMB to 26.586 billion RMB [27][28]. - The industry is transitioning towards lightweight and sustainable solutions, with innovations in battery integration technologies such as CTP and CTB expected to drive further growth [14][30]. Industry Definition - New energy vehicle battery boxes serve as the "skeleton" of the battery pack, requiring safety, protection, and sealing capabilities to ensure the normal operation of the battery system [2]. Industry Classification - The battery boxes can be classified based on battery system integration technologies into CTM, CTP, and CTC/CTB types [3][4][5][6]. Industry Characteristics - High customer barriers exist due to the need for collaboration among vehicle manufacturers, battery manufacturers, and battery box suppliers [7]. - The industry is closely linked to the new energy vehicle market, with market size directly correlated to the growth of new energy vehicles [10]. Development History - The market has evolved alongside the new energy vehicle industry, with significant growth observed post-2015 as CTP technology gained traction [11][13]. - The current phase emphasizes green and sustainable development, focusing on lightweight and environmentally friendly materials [14]. Industry Chain Analysis - The industry chain consists of upstream raw materials (aluminum alloys, carbon fiber composites), midstream manufacturing, and downstream applications primarily in electric and hybrid vehicles [15][25]. - Domestic companies dominate the market, leveraging local advantages to meet customer needs effectively [16]. Market Size - The market size is projected to grow from 27.34 billion RMB in 2020 to 265.86 billion RMB by 2024, with a CAGR of 76.59% [27]. - By 2029, the market is expected to reach 583.14 billion RMB, indicating sustained growth [27]. Competitive Landscape - The competitive landscape features a tiered structure, with leading companies like Sensata Technologies, Huayu Automotive, and New Aluminum Era holding significant market shares [36][37]. - Traditional automotive parts manufacturers have quickly entered the battery box market, leveraging existing production capabilities and customer relationships [37]. Company Overview - New Aluminum Era focuses on lightweight aluminum materials for automotive applications, holding a strong position in the market with significant R&D investments [39][41]. - The company has shown rapid revenue growth, with battery box revenue constituting a growing percentage of its total income [41].

企业竞争图谱：2025年新能源汽车电池盒箱体 头豹词条 报告系列 2025-02-21 未经平台授权，禁止转载 摘要 新能源汽车电池盒箱体是新能源汽车电池Pack的"骨架"，汽车电池系统的载体。具有客户壁垒较高、随动力电池系统集成技术的开发而持续升级、与新能源汽车行业高度关 联等特点。受国家政策支持，新能源汽车渗透率不断提升，相关配套产业快速发展，新能源汽车电池盒箱体市场持续增长。未来，新能源汽车续航提升将推动汽车轻量化快 速发展，进一步促进电池盒箱体行业的发展。 行业定义 新能源汽车电池盒箱体是新能源汽车电池Pack的"骨架"，汽车电池系统的载体，需要同时具备安全性、保护性和密封性等特质，可有效抵挡 外部的冲击，承担着整个电池组的重量，为电池系统的正常工作提供安全的运行环境，是目前以锂离子电池为核心技术路线的新能源汽车必不可 少的关键组成部分，又称"电池托盘"、"电池包下壳体"等。 行业分类 新能源汽车电池盒箱体基于动力电池系统结构集成技术可分为CTM电池盒箱体、CTP电池盒箱体、CTC/CTB电池盒箱体。 基于动力电池系统结构集成技术的分类 CTM电池盒箱体、CTP电池盒箱体、CTC/CTB电池盒箱体 C ...