2.1MES软件 2.2 CIM软件 2.3PLC软件 亿欧智库 2026年中国生产制造类工业软件行业发展洞察报告 亿欧智库https://www.iyiou.com/research Copyright reserved to EO Intelligence, February 2026 《亿欧智库 目录 2.4DCS软件 CONTENTS 01 生产制造类工业软件行业发展现状 1.1生产制造类工业软件产业驱动因素 1.2生产制造类工业软件行业概览 1.3生产制造类工业软件产业链分析 1.4生产制造类工业软件应用场景 02 生产制造类工业软件细分行业国产化进程与演进方向 03 生产制造类工业软件企业案例分析 3.1中控技术股份有限公司 3.2和利时集团 3.3赛美特信息集团股份有限公司 04 生产制造类工业软件产业未来发展趋势 4.1生产制造类工业软件向业务流程贯通和全局生态重构方向发展 4.2国产生产制造类工业软件向高精度控制场景渗透 4.3AI与生产制造类工业软件深度融合，推动工业自动化系统向自主化跃迁 《亿欧智库 2.3PLC软件 目录 2.4 DCS软件 CONTENTS 01生产制造类工业软件行业 ...

Investment Rating - The report provides a positive investment rating for the industry, indicating a favorable outlook for growth and profitability in the coming years [5]. Core Insights - The industry is expected to experience significant growth, with projections indicating a revenue increase from approximately 7729.772 billion in 2023 to 11380.212 billion by 2030, reflecting a compound annual growth rate (CAGR) of around 6.5% [13]. - Key trends driving this growth include the increasing adoption of AI technologies, a shift towards high-quality products, and the expansion of global market reach through strategic partnerships and collaborations [29][32]. - The report highlights the importance of content-driven strategies and community engagement as essential components for success in the evolving market landscape [29]. Summary by Sections Section 1: Industry Overview - The industry is characterized by a transition towards high-quality, long-cycle research and development, with a focus on enhancing product performance and user experience [29]. - There is a notable concentration of resources towards leading companies, establishing a more structured research and distribution system [29]. Section 2: Market Dynamics - The report identifies a growing trend of mobile gaming, driven by the widespread adoption of smartphones, which is reshaping the competitive landscape [29]. - The emergence of small to medium-sized teams focusing on lightweight game genres is also noted, indicating a diversification of market offerings [29]. Section 3: Financial Projections - Revenue forecasts suggest a steady increase, with expected revenues of 9314.868 billion in 2026 and 9837.45 billion in 2027, demonstrating resilience in the face of market fluctuations [13]. - The report anticipates a 5% growth in revenue for 2024, followed by a gradual increase in subsequent years, reflecting a stable growth trajectory [13]. Section 4: Strategic Recommendations - Companies are encouraged to leverage AI across their operations to enhance efficiency and maintain competitive advantages [29]. - The report emphasizes the need for a robust IP strategy to ensure stability and core competitiveness in a rapidly evolving market [29].

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The transition from SEO (Search Engine Optimization) to GEO (Generative Engine Optimization) represents a fundamental shift in digital marketing, driven by generative AI technologies that change how brands interact with consumers [5][12][15]. - The report emphasizes the importance of understanding and mastering GEO logic for brands to capture new growth opportunities in the evolving digital landscape [6][36]. - The industry shows a clear tiered structure in GEO maturity, with significant disparities in development levels across different consumer goods sectors [41][49]. Summary by Sections Chapter 1: Background of the Transition from SEO to GEO - The shift from SEO to GEO is characterized by a change in search paradigms, where users now seek direct answers through natural language queries rather than keyword-based searches [11][15]. - Generative AI is reshaping the logic of brand exposure, requiring brands to adapt their strategies to ensure their products and narratives are accurately understood and recommended by AI [5][6]. Chapter 2: Overview of GEO Status in the Consumer Goods Industry - The report presents a GEO maturity index that categorizes the top ten consumer goods industries into three tiers: high maturity, medium maturity, and low maturity [49][50]. - Key indicators such as visibility, recommendation rate, and content quality are used to assess the performance of brands within these tiers [60][61]. Chapter 3: In-Depth Analysis of Key Consumer Goods Industries - The report highlights the top 50 brands in the consumer goods sector, with a focus on the home appliance, digital 3C, and maternal and infant industries, which are leading in GEO maturity [70][72]. - High maturity industries like home appliances and digital 3C benefit from standardized data and structured content, allowing for precise AI learning and logical reasoning [53][56]. Chapter 4: GEO Brand Rankings - The report provides a ranking of brands based on their GEO index, which is calculated from visibility, recommendation rate, and content quality [72][74]. - Brands such as Apple, Huawei, and Haier lead the rankings, showcasing high visibility and recommendation rates [72]. Chapter 5: Analysis of GEO Content Ecosystem and Implementation Guide - The report outlines the characteristics of effective brand content in the GEO era, emphasizing semantic richness, factual accuracy, and narrative coherence [30][34]. - Brands are encouraged to create content that is not only informative but also structured in a way that is easily understood by AI [34][36]. Chapter 6: Future Trends and Outlook - The report anticipates that brands that quickly adapt to the GEO landscape will secure a competitive advantage, as the digital marketing environment continues to evolve [6][41]. - It highlights the need for brands to build a robust semantic correction mechanism to monitor and correct AI-generated content related to their brand [45].

2 0 2 5 S e n s o r T o p 5 0 榜 单 报 告 研 究 报 告 (亿欧智库 序言 在数字经济与智能技术蓬勃发展的浪潮下，智能传感器作为连接物理世界与数字世界的核心枢纽，正深 度融入千行百业，成为驱动各领域创新变革的关键力量。从具身智能的多模态传感融合，到低空经济的高精 度感知，从自动驾驶的爆发式需求，到工业互联网的智能化升级，从可穿戴设备的健康监测革命，到元宇宙 的沉浸式体验构建,再到智能家居与建筑的智慧化转型等,智能传感器在众多新兴应用场景中展现出强劲的 市场活力与广阔的发展前景。 正是在这样的产业背景与发展趋势下，我们聚焦智能传感器的新兴应用场景与市场机遇，为加快遴选、 培育一批研发能力强、发展潜力大的智能传感器企业，智能传感器50人论坛联合亿欧智库推出"2025 Sensor Top 50榜单"。此榜单不仅是对当前智能传感器行业的一次全面梳理和深入洞察，更是对行业内综 合实力强、创新能力领先、发展潜力大的企业的一次集中展示和认可。通过这一榜单的发布，我们旨在激发 市场活力，引导资本关注，促进技术交流与合作，为我国智能传感器产业的蓬勃发展注入新的强劲动力。 智能传感器发展定义与 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The internationalization of Chinese cuisine is driven by multiple factors including policy support, the growth of overseas Chinese communities, and the economic vitality of target markets [30][41] - The scale of Chinese restaurant brands going abroad has expanded significantly, with the international market size projected to reach approximately $4,452 billion by 2027, reflecting a robust growth trajectory [41][38] - Southeast Asia is identified as the primary destination for Chinese restaurant expansion due to cultural similarities and a large overseas Chinese population [45][41] Summary by Sections 1. Background, Drivers, and Market Overview of Chinese Restaurant Brands Going Abroad - The history of Chinese restaurants going abroad can be traced back to the mid-19th century, evolving through three waves from individual survival to modern brand globalization [26][24] - The current internationalization process has shifted from serving primarily Chinese communities to catering to a global consumer base, with significant growth in Southeast Asia and North America [30][24] - The Chinese restaurant industry is experiencing intense domestic competition, prompting many brands to seek growth opportunities abroad [29][30] 2. Benchmark Case Studies of Going Abroad - Hot pot brands like Haidilao have successfully penetrated international markets, establishing over 120 stores across 14 countries [20] - Fast-casual concepts such as Suancaiyu and Malatang have emerged as strong contenders in the international fast-food segment [20] - High-end dining brands like Din Tai Fung and Da Dong Peking Duck are focusing on the high-end markets in Europe and North America [20] 3. Strategies and Trend Forecasts - The report outlines challenges and countermeasures for brands, emphasizing the need for a balance between standardization, cultural output, and local operations [8][30] - Future trends indicate a continued focus on supply chain localization and menu innovation to adapt to local tastes [30][35] - The report highlights the importance of digital solutions and data platforms in optimizing supply chain management for international operations [35][62] 4. Supply Chain and Localization - The supply chain for Chinese restaurant brands has matured significantly, with a focus on centralized kitchens and standardized procurement processes [35][33] - The report emphasizes the necessity of local partnerships in Southeast Asia to navigate the fragmented supply chain landscape [53][50] - Digitalization and technology are driving efficiency in inventory management and logistics, crucial for successful international expansion [62][61] 5. Market Size and Distribution - The international market for Chinese cuisine is projected to grow from $2,330 billion in 2020 to $3,625 billion by 2024, with a compound annual growth rate (CAGR) of approximately 12.1% [38][41] - The distribution of new stores is heavily concentrated in Southeast Asia and North America, leveraging cultural affinities and existing Chinese communities [41][39] - The report notes that the Southeast Asian market is characterized by a young population and a growing middle class, driving demand for diverse dining options [45][46] 6. Regional Insights - In North America, Chinese cuisine holds a significant market share, with approximately 39% of Asian restaurants offering Chinese food [56][60] - The report highlights the favorable immigration policies and cultural openness in Japan and South Korea, facilitating the entry of Chinese restaurant brands [68][67] - The supply chain in North America is highly concentrated, with major players dominating the market, which presents both opportunities and challenges for new entrants [61][60]

Investment Rating - The report provides a positive investment rating for the environmental equipment industry, highlighting growth potential and favorable market conditions [1]. Core Insights - The environmental equipment industry is experiencing significant growth driven by technological innovation, green low-carbon transformation, and increasing international market demand [79][81]. - Challenges include regulatory compliance costs, insufficient R&D capabilities, intense market competition, and weak brand recognition in international markets [85][86][88]. Summary by Sections Industry Overview and Export Data - The environmental equipment industry is evolving towards technological innovation, product green low-carbonization, market diversification, and service-oriented development [79]. - Export growth is supported by the increasing demand for environmental solutions in emerging markets, particularly in Southeast Asia [80]. Key Country Buyer and Policy Insights - Vietnam, Malaysia, and Indonesia have implemented various import policies to encourage local production while maintaining strict standards for imported environmental equipment [67][70][72]. - These countries utilize tariffs and certifications to regulate the market and promote domestic manufacturing [68][71]. Export Development Trends and Challenges - The report identifies key trends in the export of environmental equipment, including the need for compliance with international standards and the importance of technological advancements [79][85]. - Challenges faced by the industry include high compliance costs due to differing regulations, a lack of innovation, and the need for improved brand recognition and customer service [85][88].

Investment Rating - The report does not explicitly state an investment rating for the AI Agent marketing industry Core Insights - The AI Agent marketing sector is transitioning from a technology exploration phase to large-scale application, focusing on cost reduction, efficiency enhancement, and precision marketing through deep integration of data and AI technologies [8][40] - The global digital marketing average ROI is reported at 1:36, with AI-driven advertising investments potentially increasing ROI by up to 80% [7][40] - The market for AI Agents is projected to grow significantly, with estimates reaching approximately 33,009 million by 2028 [16] Summary by Sections 1. Industry Definition and Importance - AI Agent marketing is defined as a modern marketing model that leverages big data, AI, and cloud computing to gain deep insights into market and user behavior, enabling precise and personalized marketing strategies [8][40] 2. AI Agent Marketing Application Scenarios - The report highlights various application scenarios for AI Agents, including content generation, customer profiling, and performance optimization, which significantly enhance marketing efficiency [7][40] 3. Excellent Company Practices - The report discusses successful implementations of AI Agents in various sectors, showcasing how companies utilize AI for automated marketing strategies and decision-making processes [7][40] 4. Trends and Outlook - The report identifies key trends such as the shift from traditional advertising to precision marketing, the increasing importance of multi-modal interactions, and the need for real-time data integration to optimize marketing strategies [7][40]

Investment Rating - The report does not explicitly state an investment rating for the pet food industry. Core Insights - The pet food market in China is expected to continue its rapid growth due to increasing pet ownership and heightened consumer awareness regarding pet health [15][19]. - There is a rising demand for high-end, natural, and organic pet food, driving the industry towards premiumization and refinement [15]. - Technological advancements, such as the application of smart devices and big data analytics, are anticipated to enhance production efficiency and quality control [15]. Summary by Sections 1. Overview of China's Pet Food Export and Global Import Landscape - The report provides a comprehensive analysis of the import and export landscape of pet food brands between China and other countries, highlighting the competitive dynamics and market structure [5][10]. - It discusses the historical development and background of the industry, along with the current market size and trade patterns [10]. 2. Structural Analysis of Trade Surplus and Deficit - A structural analysis of trade surpluses and deficits reveals that the pet food industry has shown significant trade surpluses, totaling approximately $8.29 billion from 2020 to 2024 [49][53]. - The report identifies specific product categories, such as canned dog and cat food, that exhibit trade deficits, indicating a reliance on imports for these products [49][53]. 3. Benchmark Case Studies of Import and Export Brands - The report includes case studies of benchmark brands in both the import and export segments of the pet food market, showcasing successful strategies and market positioning [5][10]. 4. Strategic Recommendations and Trend Forecasts - Strategic recommendations are provided at various levels, including strategic, product, and localization strategies to enhance competitiveness in the global market [7][10]. - The report forecasts trends in the pet food industry, emphasizing the importance of adapting to consumer preferences and market demands [7][10]. 5. Current State of the Pet Food Industry Supply Chain - The supply chain analysis highlights the current state of the pet food industry, including upstream raw material supply, midstream production and brand operations, and downstream distribution channels [14][15]. - It notes the increasing importance of sustainable practices and innovative production technologies in shaping the future of the industry [14][15].

Group 1 - The report focuses on the technological innovation in Kunshan, Jiangsu Province, analyzing innovation output, quality of innovation institutions and individuals, and recent innovation vitality [9][10]. - Kunshan aims to enhance its technological innovation drive by integrating production and innovation, fostering collaboration between enterprises and research institutions, and establishing key platforms for innovation [10]. - The economic environment in Kunshan shows a steady recovery, with fixed asset investment reaching 85.2 billion yuan, a growth of 2%, and industrial investment increasing by 4.6% [11]. Group 2 - Kunshan has a strong patent advantage, with a total application volume of 390,877, indicating a robust technological innovation landscape [19][21]. - The region's innovation quality is high, with a comprehensive patent quality index score indicating significant advancements in cutting-edge technology research and effective market application [26][28]. - The trend in patent applications and authorizations shows steady growth, particularly in invention and utility model patents, reflecting increased investment in core technology R&D [33][34]. Group 3 - Kunshan's innovation institutions are influential, with a high innovation capability index, particularly in technology research, market expansion, and results protection [39][44]. - The region has established a collaborative innovation model, enhancing technology exchange and resource sharing among institutions, which boosts competitiveness in the global innovation network [59][60]. - The talent pool in Kunshan is substantial, with a focus on attracting high-level talent and innovation teams, contributing significantly to patent inventions and technological advancements [69][70].

Investment Rating - The report provides a positive investment rating for the AI and domestic innovation industry in China, highlighting strong growth potential and technological advancements. Core Insights - The report emphasizes the rapid growth of AI infrastructure and applications in China, driven by increasing demand from cloud service providers and brand customers for AI capabilities [42][43][74]. - It discusses the competitive landscape between China and the US in AI infrastructure, particularly focusing on the need for China to develop a self-sufficient and secure AI industry chain due to export restrictions from the US [74][75]. - The report highlights the emergence of various domestic AI products, including AI PCs, GPUs, and databases, showcasing advancements in technology and capabilities [43][45][52][66]. Summary by Sections AI Infrastructure - The AI server market is experiencing robust growth, with companies like SuperCloud leading in providing large-scale AI server deployments and advanced cooling technologies [40][42]. - The report notes that the demand for AI servers is shifting from training to inference, with a projected increase in the market share for inference servers [42]. AI Products - Lenovo has launched the first domestic AI PC, which integrates local and cloud-based AI capabilities, enhancing user experience through personalized AI interactions [43][45]. - The report details advancements in domestic GPUs, such as the XuYun C500, which competes with NVIDIA's A100 in performance metrics [31][35][36]. Databases and Middleware - OceanBase has developed a fully autonomous database that integrates AI capabilities, serving major financial institutions and enhancing data processing efficiency [50][52]. - The introduction of middleware solutions like TongLMM aims to facilitate the integration of large models into business applications, addressing common challenges in AI deployment [53][55]. Market Trends - The report identifies a trend towards the development of AI applications across various sectors, including finance, healthcare, and manufacturing, driven by the need for intelligent automation and data processing [66]. - It highlights the importance of AI safety and security, with companies like 360 focusing on integrating AI with security measures to ensure safe deployment [64]. Competitive Landscape - The report discusses the strategic moves by Chinese companies to enhance their AI capabilities in response to international competition and regulatory challenges, emphasizing the need for innovation and self-reliance in technology [74][75].