头豹 LeadLeo 2024年 头豹行业词条报告 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 炸鸡：老牌企业纷纷入局，资本推动下，炸鸡赛 道"翻红" 头豹词条报告系列 王渝程 · 头豹分析师 2024-09-26 未经平台授权，禁止转载 版权有问题？点此投诉 行业： 住宿和餐饮业/餐饮业/快餐服务 服务/餐饮娱乐 关键词： 正新鸡排 叫了只炸鸡 吮指原味鸡 | --- | --- | --- | --- | --- | --- | |----------|------------------------- ...

好,很高兴这个机会可以再见面,我是投报研究院消费行业分析师程兮,欢迎收看本期投报但你不言报栏目,今天我们一起探讨一下现阶段行业人才的发展现状,那么投报研究院持续关注市场上各行业的发展动向,搭建专业报告和数据库,坚持多年关注产业热点焦点事件, 继续产出最新的行业研究报告同时呢也提供专业的咨询服务如果有行业调研市场地位调研的需求可以联系我们那我们今天呢主要会从现在整个行业人才的供给端来介绍那么以 主要包括学生毕业的一些就业的偏好然后就是整体学生对于AI技术的认知程度以及态度包括最后他们对于行业研究的认知程度这三个方面来介绍那么完整版的报告可以关注投报研究院来搜索获取我们先来看一下摘要 那我们这次报告是从共几端进行调研那么也就是调研相关的学生样本那我们本次调研一共回收了1534份的学生样本那么覆盖了全国20个省份4个直辖市那么包含了14个系分学科那么我们的学生样本的整体的一些相关的这个 信息我们在后面会更加详细的来介绍那么我们的结论就是整体在我们获取的学生样本中那么他们对于行业研究的认知度整体还是比较低的仅仅占他们样本的35.3%那么具体的数据我们在后面也会一一提到那么首先来看一下样本的一个基础的画像 那我们可以看 ...

Investment Rating - The report does not provide a specific investment rating for the government large model industry [3] Core Insights - The government large model industry is driven by advancements in artificial intelligence technology, particularly in big data processing and machine learning, which provide significant potential for improving government efficiency, optimizing public services, and enhancing social governance [4][16] - The market size of the government large model industry is expected to grow from 1.66 billion RMB in 2019 to 90.55 billion RMB by 2024, with a compound annual growth rate (CAGR) of 122.60% [26][27] - The industry is characterized by a rich variety of application scenarios, high customization related to government needs, and a requirement for continuous iteration and optimization [9][10] Summary by Sections Industry Definition - The government large model refers to a comprehensive model specifically applied in the government sector, utilizing AI technologies to analyze and mine complex data from government systems for targeted decision support [4] Industry Classification - The government large model industry can be classified into several categories based on functional characteristics, including government consulting models, auxiliary processing models, urban governance models, and agency operation models [4][5] Industry Characteristics - The industry features rich application scenarios, high customization, and a need for continuous iteration and optimization [9][10] Development History - The industry has evolved through four stages: the nascent stage (1950s-2000), the initiation stage (2000-2010), the rapid development stage (2006-2015), and the maturity stage (2016-2024) [10][14] Industry Scale - The market size of the government large model industry is projected to grow significantly, with a historical increase from 1.76 billion RMB in 2019 to approximately 49.31 billion RMB in 2023 [26][27] Policy Analysis - Government policies have played a crucial role in supporting the development of the government large model industry, including funding support and tax incentives [27][29] Competitive Landscape - The competitive landscape of the government large model market includes numerous participants, with leading companies like Huawei, Baidu, and Alibaba occupying the top tier due to their strong technological capabilities and market influence [35][36]

Investment Rating - The hydrogen equipment industry is rated with a strong growth outlook, with a projected market size increase from 5.33 billion to 81.85 billion by 2028, reflecting a compound annual growth rate (CAGR) of 97.98% [2][29]. Core Insights - The hydrogen equipment industry is characterized by significant global attention and strategic development, with over 30 countries establishing hydrogen energy strategies or roadmaps [5]. - The industry is experiencing rapid growth, with the market size increasing from 0.774 billion in 2019 to 3.670 billion in 2023, representing a CAGR of 47.55% [29]. - The transition towards renewable energy sources for hydrogen production is essential for achieving carbon neutrality goals, with a focus on electrolysis technology [19][32]. Industry Definition - Hydrogen equipment refers to various technologies and machinery used for the production, storage, and utilization of hydrogen, encompassing the entire industrial chain [4][3]. - The industry can be categorized into four main segments: hydrogen production, storage and transportation, refueling, and hydrogen utilization [4][3]. Industry Characteristics - The hydrogen equipment industry is marked by a strong emphasis on strategic development globally, with advancements in artificial intelligence providing new directions for hydrogen production systems [6][5]. - The domestic production rate of hydrogen equipment varies, with significant reliance on imported core components in certain areas, indicating a need for improvement in domestic technology [7]. Industry Scale - The market size of the hydrogen equipment industry is expected to grow significantly, with projections indicating an increase from 5.33 billion in 2024 to 81.85 billion by 2028, driven by the expansion of hydrogen refueling stations and the integration of hydrogen production and refueling [29][30]. - As of mid-2024, China has established 426 hydrogen refueling stations, with a focus on commercial vehicle applications, reflecting a trend towards larger capacity stations [30]. Upstream Analysis - The upstream segment of the hydrogen equipment industry includes hydrogen production, storage, and refueling stations, with a notable increase in the number of hydrogen refueling stations in China [15][29]. - The production of hydrogen primarily relies on coal gasification, which currently dominates the market, while electrolysis remains a growing segment with potential for cost reduction [18][19]. Midstream Analysis - The midstream segment focuses on fuel cell systems and components, with a significant increase in installed capacity from 128.06 MW in 2019 to 734 MW in 2023, indicating rapid technological advancements [31]. - The cost of air supply subsystems in fuel cell systems is a critical area for optimization, as it constitutes approximately 20% of the total system cost [23]. Downstream Analysis - The downstream applications of hydrogen include transportation, industrial use, and power generation, with government subsidies playing a crucial role in the transition to hydrogen fuel cell vehicles [26]. - The fuel cell technology is particularly advantageous in micro combined heat and power systems, although high installation costs remain a barrier to widespread adoption [27].

Investment Rating - The report does not explicitly state an investment rating for the nucleic acid drug industry Core Insights - The global nucleic acid drug market has shown significant fluctuations, with a peak in 2021 at approximately 393.68 billion RMB, followed by a sharp decline in 2023 to about 155.83 billion RMB, indicating a -62.36% change from the previous year [24] - The small nucleic acid drug market is projected to grow steadily, with an estimated market size of 779.22 billion RMB by 2028, reflecting a compound annual growth rate (CAGR) of approximately 24.09% from 2027 to 2028 [21] - The mRNA drug market experienced explosive growth in 2021, reaching 3730.28 billion RMB, but is expected to decline significantly in the following years, with projections of 491.83 billion RMB by 2027 [7][21] Summary by Sections Global Nucleic Acid Drug Market Size - The market size in 2019 was 188.16 billion RMB, increasing to 215.19 billion RMB in 2020, and peaking at 3936.82 billion RMB in 2021, before dropping to 1558.28 billion RMB in 2023 [24] - Forecasts suggest a continued decline, with estimates of 1373.56 billion RMB in 2024 and 1194.23 billion RMB in 2025 [24] Sales of Key Drugs - SPINRAZA (Nusinersen) sales in USD were 2,097 million in 2019, decreasing to 1,741.2 million in 2023, with a projected decline to 1,381.72 million by 2028 [25][28] - EXONDYS 51 (eteplirsen) sales in USD increased from 380.7 million in 2019 to 540.58 million in 2023, with a steady growth rate of approximately 9.2% expected in the coming years [29][30] - ONPATTRO (patisiran) sales peaked at 557.61 million in 2022 but are projected to decline to 354.55 million in 2023, with future growth expected to be modest [31][32] Currency Exchange Rate - The USD to RMB exchange rate has fluctuated, with a rate of 6.99 in 2019, decreasing to 7.07 in 2023, and projected to stabilize around 6.85 by 2027 [26][30] Small Nucleic Acid Drug Market - The small nucleic acid drug market size was 184.95 billion RMB in 2019, with a slight decline to 186.35 billion RMB in 2023, but is expected to grow to 194.8 billion RMB by 2028 [33]

Investment Rating - The report does not explicitly state an investment rating for the semiconductor materials industry Core Insights - The semiconductor materials industry is essential for semiconductor manufacturing processes, divided into wafer manufacturing materials and packaging materials [6][9] - In 2024, the semiconductor materials market is expected to recover due to the drive from the AI industry, replenishment of storage chips, and expansion of wafer factories [12][13] Industry Overview - Semiconductor materials are crucial for making transistors, integrated circuits, power electronic devices, and optoelectronic devices [6][9] - The market structure of semiconductor materials is divided into wafer manufacturing materials (62.8% market share) and packaging materials (37.2% market share) [9][10] - In 2021, wafer manufacturing materials accounted for 62.8% of the global semiconductor materials market, while packaging materials accounted for 37.2% [10][12] Wafer Manufacturing Materials - Silicon wafers are produced through processes like photolithography and ion implantation, essential for integrated circuits and various semiconductor devices [14][16] - The trend is shifting towards 12-inch wafers as the mainstream size, although 8-inch wafers still hold application advantages [16][19] - The global silicon wafer market saw a decline in 2023, with a market size of $12.3 billion, down 10.9% year-on-year, primarily due to weak terminal demand and high inventory [19][21] Market Dynamics - The global semiconductor materials market grew from $43.3 billion in 2015 to $72.7 billion in 2022, with fluctuations in growth driven by demand from consumer electronics, 5G, and automotive electronics [12][13] - The market is expected to gradually recover in 2024, driven by the rapid development of the AI industry and the replenishment of storage chips [12][13] Competitive Landscape - The global silicon wafer market is highly concentrated, with a CR7 of 94.5% as of 2020, dominated by companies like Shin-Etsu Chemical, SUMCO, and GlobalWafers [21][22] - Hu Silicon Industry is the largest semiconductor silicon wafer manufacturer in mainland China, having achieved large-scale production of 300mm silicon wafers [21][22]

Investment Rating - The report does not explicitly state an investment rating for the two-wheeled electric vehicle community charging industry Core Insights - The demand for two-wheeled electric vehicles is supported by traffic congestion issues and the push for green transportation, with various factors such as new national standards, increased shared bicycle deployment, and rising demand from delivery services contributing to this demand [3][14] - The community charging sector is the largest market within the two-wheeled electric vehicle charging industry and is expected to maintain steady growth [3][5] - The industry is currently experiencing a phase of consolidation, driven by demand growth, policy support, technological changes, and industry integration [5] Summary by Sections Section 1: Overview of the Two-Wheeled Electric Vehicle Industry - The two-wheeled electric vehicle industry has undergone five development stages and is currently in the new national standard period that began in 2018 [14][16] - The industry aligns with national strategies for carbon neutrality and smart manufacturing, with the new national standard significantly improving vehicle safety and production technology [20][24] - The ownership of two-wheeled electric vehicles has steadily increased, with a CAGR of 7.7% from 2018 to 2023, reaching 420 million units by the end of 2023 [24][25] Section 2: Overview of the Two-Wheeled Electric Vehicle Community Charging Industry - The community charging industry is expected to grow significantly due to the transition to green energy and the increasing diversity of product offerings to meet various charging needs [33][36] - The main business models in the industry include self-operated and franchise-operated models, with high operational and maintenance challenges requiring strong technical capabilities [37][38] - The industry has experienced four development phases and is currently in a high-speed growth phase, with a focus on charging safety and the continuous improvement of product and operational intelligence [41][42] Section 3: Market Size and Demand for Two-Wheeled Electric Vehicles - The demand for two-wheeled electric vehicles is projected to grow at a CAGR of 12.5% from 2018 to 2023, with a forecasted growth rate of 6.5% from 2023 to 2028 [26][27] - The market size for two-wheeled electric vehicles is expected to grow at a CAGR of 10.1% from 2018 to 2023, slowing to 5.1% from 2023 to 2028 [27][28] Section 4: Safety Issues and Pain Points in the Industry - Frequent fire incidents related to two-wheeled electric vehicles are primarily caused by battery quality and charging hazards, necessitating urgent solutions from both product and operational perspectives [29][30] - The industry faces challenges such as product quality issues, safety governance, insufficient public charging facilities, and gaps in legal regulations [31][32]

Investment Rating - The report does not explicitly provide an investment rating for the cloud security industry Core Insights - The cloud security market in China reached a scale of 171 billion yuan in 2022, with an expected growth to 979 billion yuan by 2027, reflecting a compound annual growth rate (CAGR) of 42% [5][55] - The rapid growth of the cloud security market is driven by multiple factors, including the continuous improvement of data security regulations and the increasing demand for cloud security from enterprises [5][55] - The application penetration rates for cloud security in various scenarios exceed 50%, with identity and access control at 95%, infrastructure protection at 80%, monitoring and detection at 70%, and compliance auditing at 60% [5][54] Summary by Sections Industry Overview - Cloud security encompasses both "cloud computing security" and "secure cloud services," with key terms for 2023 including Zero Trust Network Access, Cloud Native Application Protection Platform, and Security Access Service Edge [24][25] - The cloud security platform architecture consists of four layers: infrastructure, capability support, security services, and service and operation [25][47] - The development of the cloud security industry in China has gone through several stages, starting from its inception in 2009 to rapid growth post-2015, with increasing emphasis on security tools and services [48][49] Market Size - The cloud security market in China is projected to grow from 171 billion yuan in 2022 to 979 billion yuan by 2027, driven by advancements in cloud-native, artificial intelligence, and IoT technologies [5][54] - The market experienced a year-on-year growth of 41.72% in 2022, with significant increases in the cloud adoption rates among enterprises [5][55] Industry Chain Analysis - The upstream of the cloud security industry chain includes hardware and software suppliers, with key development points being the establishment of industry standards, technological advancements, and ecosystem building [57][66] - The midstream market analysis indicates that public cloud services are primarily utilized by small and medium-sized enterprises (SMEs), while large enterprises prefer private or hybrid cloud solutions due to higher data security requirements [57][69] - The commercial models adopted by cloud security vendors include subscription, licensing, and customization, with subscription being the dominant model, especially for SMEs [71][72]

Investment Rating - The report does not provide a specific investment rating for the crystalline silicon battery industry Core Insights - The crystalline silicon battery industry is experiencing rapid growth driven by increasing global demand for renewable energy and advancements in technology. The industry is characterized by high technical barriers and a strong focus on green production to reduce carbon emissions and improve material efficiency. The market is expected to continue expanding as the photovoltaic industry scales up, providing new opportunities for sustainable development [3][24]. Industry Definition - Crystalline silicon batteries are solar cells made from crystalline silicon materials, widely used in photovoltaic power generation. The production process involves melting high-purity silicon raw materials at high temperatures to create silicon ingots, which are then cut into thin wafers and processed through various steps to ensure excellent photoelectric conversion performance [4][5]. Industry Classification - The crystalline silicon battery industry can be classified into several categories based on function and application scenarios, including P-type batteries, N-type batteries, PERC batteries, TOPCon batteries, heterojunction batteries, and IBC/TBC batteries, each with distinct characteristics and market positions [4][5]. Industry Characteristics - The industry is characterized by market demand-driven growth, increasing environmental awareness, and a continuous need for technological innovation. The demand for clean energy is rising, leading to the expansion of the photovoltaic market and the adoption of crystalline silicon batteries in various applications [5][6][7]. Industry Development History - The crystalline silicon battery industry has evolved through four stages: the embryonic stage (1974-1999), the startup stage (2000-2009), the rapid development stage (2010-2019), and the maturity stage (2020-present). Each stage reflects advancements in technology, market demand, and government support [9][10][11][12][13]. Industry Scale - From 2018 to 2023, the market size of the crystalline silicon battery industry grew from 145.8 billion RMB to 633.01 billion RMB, with a compound annual growth rate (CAGR) of 34.13%. The market is projected to continue expanding, reaching 1,421.6 billion RMB by 2028, with a CAGR of 17.55% [24][25]. Policy Overview - Various policies have been implemented to support the crystalline silicon battery industry, focusing on technological advancement, environmental sustainability, and market expansion. These policies aim to enhance industry standards, promote research and development, and encourage the adoption of green production practices [28][29][30][31][32][33]. Competitive Landscape - The crystalline silicon battery industry is highly concentrated, with leading companies such as LONGi Green Energy, Tongwei Co., and Zhonghuan Semiconductor dominating the market. These companies possess significant production capacity and technological advantages, allowing them to maintain strong market positions and drive innovation [34][35][36].

Investment Rating - The report does not provide a specific investment rating for the cancer immunotherapy industry. Core Insights - The cancer immunotherapy market is complex and diverse, primarily dominated by global pharmaceutical giants through technological innovation and market positioning, while small biotech companies are rapidly emerging in specific fields. The industry is concentrated in North America, Europe, and the Asia-Pacific region, with high market concentration expected to diversify due to technological advancements and market expansion. Future developments in gene editing and nanotechnology, along with increased mergers and collaborations, will continue to influence market dynamics. Despite current high market concentration, the emergence of new companies and technologies may gradually disrupt the existing landscape [4]. Industry Definition - Cancer immunotherapy is a novel treatment method that stimulates and activates the patient's immune system to combat cancer. It utilizes the immune system to generate or amplify anti-cancer immune responses, effectively identifying and eliminating malignant cells. The primary methods include immune checkpoint inhibitors, adoptive cell therapy, and cancer vaccines [5][6]. Industry Classification - The cancer immunotherapy industry can be classified based on therapy types, including immune checkpoint inhibitors, CAR-T cell therapy, cancer vaccines, and monoclonal antibodies [5]. Industry Characteristics - The industry is characterized by high R&D costs and technical barriers, intense market competition, rapid technological updates, and strict policy support and regulation [7][9]. Development Stages - The development of cancer immunotherapy has gone through four stages: 1. **Emergence Stage (1970s-1990s)**: Marked the beginning of basic research and the approval of early drugs like interferon-alpha. 2. **Initiation Stage (2000s-2010s)**: Witnessed breakthroughs in immune checkpoint inhibitors, expanding clinical applications. 3. **Rapid Development Stage (2010s-2020s)**: Significant advancements in CAR-T cell therapy and the approval of innovative therapies. 4. **Maturity Stage (2020s onwards)**: Cancer immunotherapy has become a crucial part of cancer treatment, with rapid market growth expected to continue [4][10][13]. Market Size - From 2019 to 2023, the market size of the cancer immunotherapy industry grew from 4.891 billion RMB to 21.785 billion RMB, with a compound annual growth rate (CAGR) of 45.28%. It is projected to grow from 29.802 billion RMB to 79.639 billion RMB from 2024 to 2028, with a CAGR of 27.86% [24]. Competitive Landscape - The competitive landscape of the cancer immunotherapy industry is rapidly evolving, with global pharmaceutical giants dominating through strong R&D capabilities and market positioning. However, small biotech companies and startups are emerging by focusing on innovation and rapid response. The industry is characterized by frequent mergers and collaborations, promoting technological and market integration. Despite high current market concentration, the landscape is expected to become more diverse and dynamic with the development of new technologies and the entry of emerging companies [30][31]. Key Players - Leading companies in the first tier include BeiGene, Innovent Biologics, and Hengrui Medicine, which are at the forefront of immune checkpoint inhibitors and CAR-T cell therapies. The second tier includes companies like Eucure Biopharma and Zai Lab, while the third tier consists of companies like Beigene and Rongchang Biotech, which are engaged in cutting-edge research and technology exploration [30][33]. Policy Support - Various governments have introduced supportive policies to promote the development of cancer immunotherapy, such as the FDA's "Breakthrough Therapy Designation" and China's "Priority Review and Approval System," which significantly shorten the approval time for new drugs [9][26].