Investment Rating - The industry is rated with 4 stars [30] Core Insights - The human coagulation factor VIII market size increased from 3.813 billion to 7.392 billion CNY from 2018 to 2023, with a compound annual growth rate (CAGR) of 14.16% [27] - The market is expected to grow from 8.366 billion to 12.587 billion CNY from 2024 to 2028, with a CAGR of 10.75% [27] - The number of hemophilia A patients in China is over 120,000, with a treatment rate of only about 30%, indicating significant growth potential for the market [18][28] Industry Definition - Hemophilia A is a hereditary bleeding disorder caused by a deficiency of coagulation factor VIII, leading to uncontrolled bleeding [5][6] - Human coagulation factor VIII is primarily synthesized in liver cells and is crucial for correcting bleeding disorders caused by its deficiency [6] Industry Characteristics - The human coagulation factor VIII industry is characterized by strict regulatory oversight, high capital requirements, and significant technological barriers [9][10][11] - The number of plasma collection stations in China increased from 259 to 320 between 2018 and 2023, with a plasma collection volume exceeding 12,000 tons in 2023 [20] Development History - The industry has evolved through three stages: the initial discovery and commercialization phase (1959-1979), the introduction of recombinant products (1980-2015), and the current phase of mature applications and market expansion (2016-present) [12][14][15] Industry Chain Analysis - The upstream of the industry includes plasma collection stations and suppliers of biomanufacturing equipment, while the midstream consists of manufacturers of coagulation factor VIII, and the downstream includes medical institutions and hemophilia patients [16][19] Market Demand - The average annual cost for hemophilia treatment is approximately 229,000 CNY, with out-of-pocket expenses remaining high even after insurance reimbursement [18] - The per capita consumption of coagulation factors in China is significantly lower than in developed countries, indicating substantial market growth potential [30] Competitive Landscape - The market is highly concentrated, with the top five companies accounting for over 70% of the market share [41] - The competition is intensifying as domestic recombinant factor VIII products are gradually being approved, increasing market accessibility [42][44]

Investment Rating - The report does not explicitly state an investment rating for the automotive dealership industry in China. Core Insights - The Chinese automotive dealership market is projected to grow significantly, with the market size expected to reach approximately 625.19 billion RMB in 2023, increasing to 751.92 billion RMB by 2025 [4][11]. - The used car segment is anticipated to see substantial growth, with the market size estimated to rise from 5.55 billion RMB in 2023 to 12.52 billion RMB by 2025 [4][8]. - The after-sales service market is also expected to expand, with projections indicating a market size of 60 billion RMB in 2023, growing to 71.4 billion RMB by 2025 [11][24]. Market Size Overview - The total market size of the Chinese automotive dealership industry is calculated as the sum of new car sales, used car sales, and after-sales services [3]. - Historical data shows a steady increase in the market size from 325.19 billion RMB in 2016 to an estimated 625.19 billion RMB in 2023, reflecting a compound annual growth rate (CAGR) of approximately 20% [4][11]. - The used car market has seen a significant increase, with transaction volumes expected to rise from 1,039,070 units in 2016 to approximately 1,955,390 units in 2023 [8][11]. New Car Market Insights - The new car transaction volume in China is projected to be around 2.77 million units in 2023, with a slight increase to 2.94 million units by 2025 [13][15]. - The market share of domestic cars in the new passenger car segment is expected to increase from 49.9% in 2022 to 53.58% by 2025 [16][18]. Used Car Market Insights - The average commission for used cars is projected to remain stable at around 0.2 million RMB from 2023 to 2025 [5][8]. - The used car transaction rate is expected to grow from 11.58% in 2022 to 20.01% by 2025, indicating a growing acceptance of used cars in the market [7][8]. After-Sales Service Market Insights - The after-sales service market penetration rate for 4S dealerships is projected to remain stable at 60% from 2016 through 2025 [10][11]. - The overall after-sales market size is expected to grow from 60 billion RMB in 2023 to 71.4 billion RMB by 2025, reflecting the increasing importance of after-sales services in the automotive industry [11][24]. Distribution Model Insights - The direct sales model in the automotive dealership market is projected to increase from 3.64% in 2016 to 5% by 2025, driven by the entry of brands like Tesla [25]. - The agency model is expected to grow significantly, from 0.27% in 2021 to 5% by 2025, indicating a shift in distribution strategies within the industry [27]. Conclusion - The Chinese automotive dealership industry is poised for significant growth across various segments, including new cars, used cars, and after-sales services, driven by changing consumer preferences and market dynamics [4][11][24].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The gastrointestinal function regulation probiotic industry in China is experiencing significant growth driven by increasing consumer demand for health and wellness products, particularly in the context of digestive health [4][6][41] - The market is evolving towards personalized and functional probiotic products, catering to specific demographics such as children, the elderly, and women [5][6][31] - The industry is witnessing a shift from single-strain probiotics to multi-strain formulations, enhancing the overall health benefits for consumers [4][5] Summary by Sections Industry Overview - The gastrointestinal function regulation probiotics market has gained prominence due to rising health consciousness among consumers and advancements in biotechnology [4] - The market size for gastrointestinal probiotics grew from 148.8 billion yuan in 2018 to 286.6 billion yuan in 2023, with a compound annual growth rate (CAGR) of 14.01% [41] - Probiotics are increasingly recognized for their role in maintaining gut health and preventing gastrointestinal diseases [4][41] Consumer Demand - There is a growing expectation among consumers for the effectiveness of probiotic products, leading to a diversification and customization of offerings [5][6] - The demand for convenient and palatable probiotic forms, such as gummies and powders, is on the rise, particularly among working professionals [7][55] - The search interest for probiotics has consistently remained high, indicating sustained consumer engagement and market potential [35][37] Industry Chain - The upstream segment focuses on research and development of probiotic strains, with a notable increase in domestic patent applications, reducing reliance on imported strains [27][29] - The midstream segment is characterized by the production and processing of probiotics, with a trend towards combining probiotics with other nutrients to enhance health benefits [31][24] - The downstream segment is driven by consumer demand, with a focus on the effectiveness of probiotic products and their suitability for various demographics [35][45] Market Trends - The industry is moving towards a "probiotics plus" era, where probiotics are combined with vitamins, minerals, and other nutrients to create synergistic health benefits [31][32] - The introduction of innovative delivery forms and the relaxation of regulatory requirements for probiotic products are facilitating market expansion [55][57] - The collaboration between probiotics and traditional Chinese medicine is emerging as a new trend, enhancing the therapeutic potential of probiotic products [64][65] Long-term Outlook - The market for gastrointestinal probiotics is expected to continue expanding, with projections indicating growth from 311.1 billion yuan in 2024 to 377.6 billion yuan by 2028 [41] - The increasing prevalence of gastrointestinal diseases and the demand for effective treatment options are likely to drive further innovation and market growth [63][64]

Investment Rating - The report does not provide a specific investment rating for the retail beauty industry [4] Core Insights - The retail beauty industry focuses on the sale of beauty products, including makeup and skincare, and is experiencing continuous market growth driven by digital technology and consumer upgrades [4][5] - The competitive landscape is intense, with brands, channels, and services competing simultaneously, and there is frequent innovation in business models, enhancing the shopping experience through online and offline integration [4][6] - The market is expanding due to improved economic conditions, changing consumer perceptions, and supportive national policies, with product innovation and quality control playing crucial roles in market development [4][6] Industry Definition - The beauty industry refers to products that enhance appearance, including makeup and skincare items, categorized by usage and purpose [5][6] Industry Characteristics - The retail beauty industry is characterized by a young consumer demographic, with a significant increase in male consumers, and a trend towards personalized and diverse product offerings [12][19] - The sales channels are diversifying, with a notable shift towards online platforms, which have surpassed traditional offline channels in market scale [16][34] - The industry is witnessing frequent commercial model innovations, including instant retail and content retail, which enhance consumer shopping experiences [17][34] Market Dynamics - The market concentration has shown a trend of decreasing and then increasing, indicating a competitive environment with many brands, but stronger brands gradually gaining market share [18][34] - Domestic brands are increasingly gaining market share, with consumer acceptance of local products rising significantly [15][34] Sales Channels - The retail beauty industry features a variety of sales channels, including traditional beauty stores, e-commerce platforms, and new retail models, with online sales expected to continue growing [16][34] Policy Environment - The regulatory environment is favorable, with policies encouraging cosmetic retail consumption and ensuring market order, which supports the healthy development of the retail beauty industry [22][34] Industry Development Stages - The retail beauty industry has evolved through several stages, from its early development in the 1990s to the current mature phase characterized by online and offline integration [23][29] Supply Chain Analysis - The supply chain consists of upstream raw material suppliers, midstream manufacturers and brand owners, and downstream distributors, with brand owners holding significant pricing power and profit margins [30][34]

Investment Rating - The report does not provide a specific investment rating for the green hydrogen industry Core Insights - Green hydrogen is produced using renewable energy to split water, resulting in zero CO2 emissions during combustion, making it a truly green energy source. The market size for the green hydrogen industry grew from 0 billion to 3.176 billion yuan from 2019 to 2023, with an expected growth to 27.051 billion yuan from 2024 to 2028, reflecting a compound annual growth rate of 60.07% [4][40][41] Industry Definition and Background - Green hydrogen is defined as hydrogen produced from renewable energy sources, contributing significantly to a low-carbon energy system. The industry is classified into gray hydrogen, blue hydrogen, pink hydrogen, and green hydrogen based on production methods and emissions [5][6] Industry Characteristics - The green hydrogen industry features a synergy with green ammonia, high production costs influenced primarily by electricity prices, and a leading position in electrolyzer capacity in China, which may face overcapacity issues [9][12] Development History - The development of water electrolysis technology for hydrogen production can be divided into three stages: the nascent stage (1800-1939), the initiation stage (1940-2014), and the rapid development stage (2015-present) [15][19] Market Size and Growth - The market size of the green hydrogen industry is projected to grow significantly, with a forecast of reaching 270.51 billion yuan by 2028, driven by increasing demand and technological advancements [40][41] Economic Viability - The levelized cost of hydrogen (LCOH) is a critical indicator of economic viability, influenced by electricity prices, electrolyzer costs, and government subsidies. The report highlights that reducing LCOH can be achieved through improved electrolyzer efficiency and lower renewable electricity costs [22][27] Transportation and Storage - The report discusses the economic advantages of different hydrogen transportation methods, indicating that pipeline transport is the most economical for long distances, while tube trailers are more suitable for short distances [23][28] Policy Overview - The establishment of a comprehensive standard system for the hydrogen industry is underway, with over 30 national standards expected to be revised or created by 2025, covering all aspects of hydrogen production, storage, transportation, and application [48]

Investment Rating - The report provides a positive outlook on the biotechnology industry, particularly in the medical device sector, highlighting the growth potential and innovation opportunities [4]. Core Insights - The medical device industry is experiencing rapid growth driven by domestic substitution and technological innovation, leading to the emergence of several outstanding companies [4]. - The establishment of the 18A rules has provided more development platforms and opportunities for excellent medical device companies, significantly enhancing industry vitality [4]. - The report notes that despite facing challenges, several biotech companies achieved profitability in 2023, signaling a positive trend in the market [4]. Summary by Sections Surgical Robot Market Status - Surgical robots allow surgeons to perform precise operations through remote control and small incisions, with laparoscopic robots accounting for 72.2% of the market in 2022 [5][14]. - The market is expected to grow as AI and 5G technologies enhance surgical robot capabilities, leading to more innovative products [5]. - The revenue model for surgical robots includes system sales, consumables, and services, with consumables expected to become the primary revenue source in the long term [19][21]. AI Medical Imaging Market Status - AI medical imaging technology enhances diagnostic accuracy and treatment efficiency by analyzing medical images [6][46]. - The application of AI in medical imaging is expected to expand rapidly, improving disease coverage and diagnostic capabilities [6]. - The market for AI medical imaging is projected to grow significantly as products gain recognition from hospitals and regulatory bodies [54][55]. Diabetes Management Device Market Status - The diabetes management device market is segmented into treatment devices, monitoring devices, and artificial pancreas devices, with the market expected to grow significantly due to rising diabetes prevalence [59][70]. - Insulin pumps are emerging as the mainstream treatment device due to their convenience and precision, while blood glucose monitoring remains a critical aspect of diabetes management [60][62]. - The artificial pancreas is recognized as the ultimate solution for diabetes management, capable of real-time blood sugar regulation [63][67].

Investment Rating - The report does not explicitly state an investment rating for the heart occluder industry Core Insights - The heart occluder market in China is projected to grow significantly, with a market size of 6.09 billion RMB in 2018, increasing to an estimated 98.61 billion RMB by 2027, reflecting a compound annual growth rate (CAGR) of approximately 27.90% [23] - The market for congenital heart disease occluders is expected to grow from 4.24 billion RMB in 2018 to 29.84 billion RMB by 2027, with a CAGR of 25.73% [43] - The market for ischemic stroke occluders is anticipated to expand from 1.84 billion RMB in 2018 to 68.77 billion RMB by 2027, with a CAGR of 28.86% [52] Market Size Overview - The overall heart occluder market size from 2018 to 2027 is as follows: - 2018: 6.09 billion RMB - 2019: 7.11 billion RMB - 2020: 9.17 billion RMB - 2021: 19.2 billion RMB - 2022: 29.68 billion RMB - 2023E: 37.51 billion RMB - 2024E: 47.54 billion RMB - 2025E: 60.45 billion RMB - 2026E: 77.1 billion RMB - 2027E: 98.61 billion RMB [23] Congenital Heart Disease Occluder Market Size - The market size for congenital heart disease occluders from 2018 to 2027 is as follows: - 2018: 4.24 billion RMB - 2019: 4.14 billion RMB - 2020: 3.16 billion RMB - 2021: 6.91 billion RMB - 2022: 9.76 billion RMB - 2023E: 12.13 billion RMB - 2024E: 15.13 billion RMB - 2025E: 18.92 billion RMB - 2026E: 23.73 billion RMB - 2027E: 29.84 billion RMB [43] Ischemic Stroke Occluder Market Size - The market size for ischemic stroke occluders from 2018 to 2027 is as follows: - 2018: 1.84 billion RMB - 2019: 2.98 billion RMB - 2020: 6.01 billion RMB - 2021: 12.29 billion RMB - 2022: 19.92 billion RMB - 2023E: 25.37 billion RMB - 2024E: 32.41 billion RMB - 2025E: 41.53 billion RMB - 2026E: 53.36 billion RMB - 2027E: 68.77 billion RMB [52]

Investment Rating - The industry rating for ginseng health food is 4 stars [25] Core Insights - Ginseng health food is categorized under traditional Chinese medicine and is expected to see continuous market expansion due to favorable policies and increasing demand from the aging population [4][7][24] - The market size of ginseng health food has grown from 10.415 billion RMB in 2019 to 12.139 billion RMB in 2023, with a projected CAGR of 4.70% from 2024 to 2028 [23][24] Industry Definition - Ginseng health food refers to health products primarily made from ginseng, a valuable resource in traditional Chinese medicine known for its various health benefits [5][6] Industry Classification - Ginseng health food can be classified into several dosage forms, including capsules, oral liquids, tinctures, and tablets, with capsules being the most common [6] Industry Characteristics - The industry benefits from favorable policies that support traditional Chinese medicine entering the health food sector, leading to an increase in participants [7][8] - The aging population in China is driving demand for health products, particularly those that enhance immunity and reduce fatigue [9][10] Development History - The industry has evolved through three key phases: the initial phase (1970-1999), the rapid development phase (2000-2015), and the maturity phase (2016-2024), with significant regulatory improvements and technological advancements [11][12][14] Industry Chain Analysis - The industry chain consists of upstream raw material suppliers, midstream manufacturers, and downstream sales channels, with ginseng health wine emerging as a popular product form [15][19] - The demand for ginseng health food is primarily driven by its functions in fatigue relief and immune enhancement, which occupy significant market shares [20] Market Size - The market size for ginseng health food is expected to grow from 12.570 billion RMB in 2024 to 15.104 billion RMB in 2028, reflecting a robust growth trajectory [23][24] Policy Overview - Recent policies have facilitated the inclusion of ginseng in the health food raw material directory, simplifying the approval process and encouraging market entry [24][28] Competitive Landscape - The competitive landscape is characterized by a clear tier structure, with leading companies like Tongrentang and Kangmei dominating the market due to their strong ties to traditional Chinese medicine and established supply chains [33][34]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Southeast Asian market has become a crucial strategic direction for Chinese goods to expand internationally, driven by rapid economic development in China and Southeast Asia, as well as the implementation of the Belt and Road Initiative [5][6] - The industry encompasses a comprehensive process from product design, production, packaging, to marketing and after-sales service, focusing on delivering goods and services to consumers in Southeast Asia [4][5] - The market size of the industry grew from approximately 31.91 billion USD in 2018 to 52.19 billion USD in 2023, with a compound annual growth rate (CAGR) of 10.34% [31] Industry Definition - The industry refers to the economic activities and processes involved in exporting Chinese-produced goods to Southeast Asia, covering 11 countries including ASEAN members [4][5] Industry Classification - The industry can be classified based on business models into direct sales, distributor model, agent model, and e-commerce sales model [6][8] Industry Characteristics - The export structure is diversifying and upgrading technologically, with electromechanical products dominating the market, accounting for 40% of exports from 2019 to 2023 [9] - High-tech products have shown a rapid growth rate, with an average annual growth rate exceeding 10% from 2019 to 2023, despite their lower share in total exports [9][10] Development History - The industry has evolved through five stages: 1. The embryonic stage (1900-1979) characterized by limited growth 2. The initiation stage (1980-1991) marked by rapid growth due to reform and opening-up 3. The high-speed development stage (1992-2007) following China's WTO accession 4. The turbulence stage (2008-2015) impacted by the global financial crisis 5. The maturity stage (2016-present) with deepening economic cooperation and diversification of product structures [13][14] Industry Chain Analysis - The industry chain consists of upstream raw material supply, midstream manufacturing, and downstream sales, with a focus on ensuring product quality and supply stability [20][21] - The relationship between China and Southeast Asia is characterized by both competition and cooperation, particularly in labor-intensive industries [21][22] Market Size and Growth - The market is projected to grow from approximately 56.32 billion USD in 2024 to 76.33 billion USD by 2028, with a CAGR of 7.90% [31] - The rapid economic development and population growth in Southeast Asia provide significant opportunities for Chinese enterprises [31][32] Consumer Behavior Trends - The consumer demographic is shifting towards the Z generation, which emphasizes individuality and value for money, creating new growth opportunities for Chinese exports [28][29] Digital Transformation - Digitalization is becoming a key driver for enhancing the efficiency and quality of exports to Southeast Asia, enabling faster market response and improved supply chain management [29][30]

大家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希欢迎收看本期投报带你读研报栏目今天我们一起来探讨一下2024年的行业人才发展的一些基本情况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持续产出最新行业的研究报告同时提供专业的资讯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么我们就开始今天的报告分享首先我们来分析行业研究人才发展现状的 之前我们先来看一下整体的一个研究背景那么这个研究背景就是我们整个高校毕业的一个情况根据教育部的最新统计2023年全国普通高校毕业生的规模达到了1148.5万人 那么其中研究生的毕业生规模也达到了101.5万人受到这种高校扩招这样的相关因素的影响近年来的高校毕业生规模一直是屡创新高的那么我们这个高校毕业生的求职就业的情况也是越来越受到社会的关注并且因为受到一些我们宏观经济环境的影响岗位有缩减的这样的一个趋势 那么并且呢一些毕业生他的资深综合能力呢也有限所以这个求职竞争的整个状况是愈发激烈的那么与此同时呢行业研究已经成为一种基本的工具它广泛应用于各种的这种企业战略决策投资决策这样的一些相关领域 那么越来越多的行业对于 ...