www.leadleo.com 中国具身智能行业调研简报 | 2025/04 报告标签：具身智能、具身大脑、有鹿机器人、上亿订单 2025年4月 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 | 2025/04 具身智能行业 ≈6.6亿元 Q1：6亿订单砸向杭州具身大脑企业，有鹿机器人究竟有什么"魔法"？ 有鹿机器人具身大脑订单： 2024年5月，有鹿机器人宣布获得来自清洁领域的千万元订 单，客户为一家国内头部清洁设备制造商，采购Master 2000用于智能化升级。到2024年 12月底，有鹿机器人的在手订单总金额已超过6,000万元。2025年3月有鹿机 ...

2025年 XR设备行业词条报告 头豹分类/制造业/专用设备制造业/医疗设备制造 Copyright © 2025 头豹 XR设备： 从技术突破到医疗影像新革命，解码体内影像"数字眼" 头豹词条报告系列 吕佳睿 · 头豹分析师 2025-05-30 未经平台授权，禁止转载 行业分类： 制造业/医疗设备制造 摘要 X射线成像（XR）设备广泛应用于医疗、安检、工业等领域，尤其在医疗领域是诊断疾病的基础设备。未来，XR设备将向智能化、低剂量化、高精度化发展。政策推动国 产替代加速，本土企业崛起。基层医疗服务能力评价指南等政策提升基层医疗机构对XR设备的需求，心血管疾病高发与PCI手术增长也推动市场规模扩张。未来，国家发改 委设备更新政策、县域医共体建设、西部地区政策倾斜及老龄化等因素将共同推动XR设备市场规模持续增长。 行业定义 X射线成像（XR）设备是利用X射线穿透物体，基于不同组织对X射线吸收与衰减差异来获取物体内部影像信息的设备。当下，它广泛应用于 医疗、安检、工业等领域，在医疗领域，更是诊断胸部、骨关节、乳腺等多部位疾病的基础设备。未来，X射线成像设备将朝着智能化、低剂量 化、高精度化方向发展，AI技术融入 ...

行业简报 算力调度平台规模化发展 Deepseek带动算力需求井喷， 算力调度平台成最优解 企业标签：百度、华为、硅基流动 AI变革行业创新发展 China Large Model Industry 中国ビッグモデル産業 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。 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。 ...

行业简报 算力调度平台规模化发展 Deepseek带动算力需求井喷， 算力调度平台成最优解 企业标签：百度、华为、硅基流动 AI变革行业创新发展 China Large Model Industry 中国ビッグモデル産業 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）。 ，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。 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）。 ，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 ...

年 XR Copyright © 2025 头豹 / / / XR设备： 从技术突破到医疗影像新革命，解码体内影像"数字眼" 头豹词条报告系列 吕佳睿 · 头豹分析师 2025-05-30 未经平台授权，禁止转载 行业分类： 摘要 X射线成像（XR）设备广泛应用于医疗、安检、工业等领域，尤其在医疗领域是诊断疾病的基础设备。未来，XR设备将向智能化、低剂量化、高精度化发展。政策推动国 产替代加速，本土企业崛起。基层医疗服务能力评价指南等政策提升基层医疗机构对XR设备的需求，心血管疾病高发与PCI手术增长也推动市场规模扩张。未来，国家发改 委设备更新政策、县域医共体建设、西部地区政策倾斜及老龄化等因素将共同推动XR设备市场规模持续增长。 X射线成像（XR）设备是利用X射线穿透物体，基于不同组织对X射线吸收与衰减差异来获取物体内部影像信息的设备。当下，它广泛应用于 医疗、安检、工业等领域，在医疗领域，更是诊断胸部、骨关节、乳腺等多部位疾病的基础设备。未来，X射线成像设备将朝着智能化、低剂量 化、高精度化方向发展，AI技术融入将提升诊断效率与准确性，降低辐射剂量技术研发可减少对人体危害，设备分辨率和成像精度也会进一步 ...

Investment Rating - The report indicates a positive investment outlook for the Chinese art toy industry, highlighting significant growth potential driven by various factors [5][6][8]. Core Insights - The Chinese art toy industry has transitioned from a niche luxury market to a broader, affordable market, expanding its core consumer base beyond early adopters to include a wider demographic [5][6]. - The market is expected to reach a scale of 74.7 billion yuan by 2024, with growth rates surpassing traditional toy industries, positioning it as a new highland for cultural export and industrial revitalization [6][8]. - The competitive landscape is characterized by a "one strong, many strong" pattern, with Pop Mart leading in revenue, while TOPTOY achieves rapid growth through differentiated strategies [7][57]. Summary by Sections Industry Overview - The Chinese art toy industry has evolved significantly, moving from a niche market to a mass-market appeal, with a core consumer demographic expanding to include younger audiences and diverse user groups [5][6]. - The industry is experiencing a trend of refined division of labor and full-chain integration, driven by the rise of Generation Z's purchasing power and accelerated IP commercialization [6][8]. Market Dynamics - The competitive environment is intense, with Pop Mart projected to achieve revenues of 11.99 billion yuan in 2024, while TOPTOY's revenue and store count are expected to grow at compound annual growth rates (CAGR) of 115.4% and 45.8%, respectively [7][57]. - The consumer base is predominantly young and female, with high concentrations in first-tier cities, indicating a strong alignment with emotional and purchasing needs [7][52]. Policy Environment - Recent government policies have been favorable, promoting consumption and intellectual property protection, which are crucial for the high-quality development of the art toy industry [15][17]. Consumer Insights - The primary consumer demographic for art toys is individuals aged 20-39, with a significant female representation, indicating a strong demand for products that cater to personal expression and cultural identity [52][56]. - The purchasing motivations are driven by individual expression, collection value, and self-satisfaction, with a notable presence of secondary market sales for limited editions [13][56]. Financial Performance - The financial landscape shows that Pop Mart leads the industry with substantial revenue, while TOPTOY's differentiated approach has resulted in impressive growth metrics [57][59].

2025年 发膜行业词条报告 国标分类/制造业/化学原料和化学制品制造业/日用化学产 品制造/其他日用化学产品制造 Copyright © 2025 头豹 发膜：生物成分滋养，重现发丝绸缎光泽 头豹词条报告系列 饶立杰 · 头豹分析师 2025-05-19 未经平台授权，禁止转载 行业分类： 制造业/其他日用化学产品制造 摘要 发膜是一种滋润头发的护理产品，通常含有丰富的营养成分，如蛋白质、氨基酸、维生素、矿物质和天然油脂等。这些成分能够深入头发的内部结构，对头发进行深层护 理。当前，发膜市场规模持续扩大，尤其在亚洲、欧洲和北美等发达地区，高品质发膜产品的接受度不断提升。国际知名品牌凭借其强大的品牌影响力、先进的产品研发能 力及广泛的市场渠道，在全球市场占据重要份额。与此同时，本土品牌也通过不断创新和市场拓展，逐步提升自身竞争力。随着消费者对头发健康和护理的关注度日益增 加，他们对发膜产品的需求也在不断升级，推动了市场的快速发展。 行业定义 发膜是一种滋润头发的护理产品，通常含有丰富的营养成分，如蛋白质、氨基酸、维生素、矿物质和天然油脂等。这些成分能够深入头发的 内部结构，对头发进行深层护理。当前市场中，发膜 ...

Investment Rating - The report does not explicitly state an investment rating for the hair mask industry Core Insights - The hair mask market is experiencing rapid growth, particularly in the Asia-Pacific region, driven by increasing consumer demand for personal care products and high-quality hair care solutions [5][12] - The market size of the hair mask industry is projected to grow from 4.774 billion RMB in 2019 to 9.538 billion RMB in 2024, with a compound annual growth rate (CAGR) of 14.84%. It is expected to reach 11.462 billion RMB by 2025 and 23.904 billion RMB by 2029, with a CAGR of 20.17% [30][31] Summary by Sections Market Overview - The hair mask industry is characterized by a growing consumer focus on hair health and care, with a notable increase in demand for products that nourish, repair, and protect hair [13] - The trend towards natural ingredients and additive-free products is becoming more pronounced, as consumers prioritize safety and environmental concerns [14] - The rise of e-commerce channels has significantly impacted the market, with brands increasingly leveraging online platforms and social media marketing to reach consumers [15] Industry Development Stages - The hair mask industry has evolved through four stages: 1. **Emergence (1980-1989)**: Initial entry of domestic brands into the market 2. **Initiation (1990-2000)**: Entry of international brands and market expansion 3. **Rapid Growth (2001-2015)**: Emergence of domestic brands focusing on innovation and quality 4. **Maturity (2016-present)**: Increased consumer awareness of health and environmental issues, leading to a preference for natural and silicone-free products [16][20] Industry Chain Analysis - The hair mask industry chain consists of upstream raw material suppliers, midstream manufacturers, and downstream sales channels, including retailers and e-commerce platforms [21] - The report highlights the increasing maturity of microbial protein technology, which is expected to enhance China's protein self-sufficiency and promote sustainable development in the hair mask industry [22] Competitive Landscape - The competitive landscape is characterized by intense rivalry, with international brands like Shiseido, Henkel, and L'Oréal leading the market, while domestic brands like Shanghai Fenghua and Guangzhou Anyuan are gaining traction [40][41] - Domestic brands are focusing on developing products tailored to local consumer needs, which is expected to increase their market share in the future [42][43] Future Market Trends - The report indicates that the growing awareness of scalp health issues among Chinese consumers will drive demand for hair care products, including hair masks [32] - The increasing prevalence of hair loss and scalp problems among the population, particularly among younger demographics, is expected to further boost the market [32]

2025中国护肤品发展趋势研究 需求重塑新生态，洞察个性化与绿色美妆未来走向 概览标签：护肤品、功效护肤 China Skincare Industry 中国のスキンケア産業 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）。 ，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 行业研读 | 2025/04 中国：护肤品 ◼ 研究背景 随着消费者对护肤需求的日益增长， 本报告聚焦用户分层需求、成分科技 革新、技术融合突破及消费理念升级 四大核心维度，通过系统性解析各要 素内在关联与驱动机制，构建护肤品 产业未来发展趋势的前瞻性研判框架。 ◼ 研究目标 ◼ 本报告的关键问题 01 护肤品新用户画像： ◆ 中国男士护肤市场在中产新男性消费意 ...

Investment Rating - The report indicates a positive investment outlook for the cell and gene therapy (CGT) industry, highlighting its potential as a trillion-dollar blue ocean market driven by technological breakthroughs and accelerated commercialization [5]. Core Insights - The CGT industry encompasses a wide range of applications, including cell therapy and gene therapy, aimed at curing various diseases. The industry faces high technical barriers and stringent quality control, but the rich pipeline of research and development (R&D) is leading to stable market growth [5][11]. - China has emerged as a major region for clinical trials of immune cell therapies, with significant advancements in CGT drug development. The market is expected to grow further with more product approvals and exploration of new targets [5][21]. - Despite a tightening funding environment, cell therapy drug development targeting solid tumors remains a hot area of investment [5][35]. Summary by Sections Industry Overview - The CGT industry is characterized by high technical barriers, a rich pipeline of drugs in development, and a wide range of applications targeting genetic diseases, cancers, infectious diseases, and chronic conditions [11][20]. Market Size and Growth - The market size of the CGT industry in China grew from 0.26 billion RMB in 2019 to 32.72 billion RMB in 2023, with a compound annual growth rate (CAGR) of 233.71%. It is projected to reach 526.50 billion RMB by 2028, with a CAGR of 58.04% [33][34]. R&D Pipeline - The report notes that as of 2023, there are over 647 CGT projects in development in China, with 8 products already approved for market. The focus is on targets such as CD19, BCMA, and CD22, primarily for treating non-Hodgkin lymphoma and multiple myeloma [47]. Competitive Landscape - The CGT industry features a tiered competitive landscape, with leading companies like WuXi AppTec and Eternal Biotech at the forefront. The report highlights the trend of CGT companies transitioning to Contract Development and Manufacturing Organizations (CDMO) to enhance competitiveness [43][46]. Regulatory Environment - The report outlines various supportive policies aimed at promoting CGT development, including guidelines for clinical research and product evaluation, which are expected to facilitate innovation and market entry [41]. Investment Trends - In 2023, the CGT funding landscape saw a decline in investment events and amounts compared to 2022, but cell therapy targeting solid tumors continues to attract significant attention from investors [35].