/Digital 1 瑞 Ex 11 酒行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 啤酒高端化进入下半场：T5企业厮杀8元价位带; 白酒头部继续领跑，但底部出现困境; 酒业从"巨头竞争"进入"寡头竞争"，酒商如何应变？ 行业环境： 1. 啤酒高端化进入下半场：吨价增速明显放缓，T5企业厮杀8元价位带 关键词：啤酒产量,存量竞争,中高端产品,均价提升,高端化 概要：中国啤酒市场自2013年产量达到峰值后进入存量竞争阶段，整体产量连续下滑至2021年 才小幅回升。近年来，啤酒均价显著提升，中高端产品增速迅猛，T5啤酒企业（百威亚太、华 润雪花、青岛啤酒、燕京啤酒、重庆啤酒）的产品结构升级显著，中高档啤酒营收占比达50% 以上。然而，2024年上半年中高端啤酒增速放缓，吨价走势趋稳，啤酒高端化红利期基本结束。 头部啤酒企业在销量、营收方面出现下滑或个位数增长。渠道调研显示，现饮渠道对中高端啤 酒销量影响巨大，但2024年以来该渠道销量下滑，加之恶劣天气影响，市场需求减弱。尽管如 此，专家认为啤酒高端化趋势仍在，未来需通过创新和 ...

i Research 发 瑞 智 2024年中国金融大模型 产业发展洞察报告 部门：TMT金融组 署名：孙石琦 ©2024 iResearch Inc. 目 录 CONTENTS01 中国金融大模型产业发展背景介绍 Background 02 金融大模型结构特征与优势能力分析 Product Mix and Advantages 03 中国金融大模型产业卓越者评选 Outstanding Enterprises 04 中国金融大模型产业未来趋势预判 Industry Development Trends 05 中国金融大模型产业专家之声 Industrial Experts' Insights 2 i Research 文 瑞 塔 01 中国金融大模型产业 发展背景介绍 Background 3 技术崛起：大模型迭代历程回顾 瑞 浩 多技术聚积融合推动大模型能力逐步完善，实现从"专用智能→通用智 能→专业化智能"的模式转变 随着生成算法、预训练模型、多模态数据分析等AI技术的聚集融合，AIGC技术的实践效用迎来了行业级大爆发。在内部模型迭代与 多技术协同的作用下，以"大规模"+"预训练"为核心的大模型产品，逐 ...

| --- | --- | --- | |-----------------------------------------------------------------------------------------------------|-------|-------| | 凿空 | | | | 部门：艾瑞研究院 ©2024 iResearch Inc. 2024 年中国低轨通信星座产业及海外拓展前景研究报告 署名：李超 | | | CONTENTS 目 录 顶层 为什么要部署低轨通信星座 Importance 建设 低轨通信星座的产业链带动 Construct 展业 中国低轨通信星座有没有市场 Market 牵引 低轨通信星座引发的变革 Influence 2 | --- | --- | --- | |-------|----------------------------------------------------------------------------------------------------------------|-------| | | 顶层：为什么要部署低轨通信星座 | ...

Industry Investment Rating - The report does not explicitly provide an overall investment rating for the beauty and household cleaning industry [1][2][3] Core Insights - The beauty and household cleaning industry's online advertising investment index reached 4.12 billion from January to July 2024, a year-on-year increase of 14.5% [5] - Personal care and household cleaning categories showed significant growth, while beauty and skincare advertising investment decreased [5] - Advertising investment favored promotional periods, with personal care brands showing strong momentum in the first half of 2024 [15] - OTT platforms accounted for 42.6% of advertising investment, becoming the second-largest terminal after mobile [5] Industry Trends - The beauty and skincare segment saw a 10.6% year-on-year decline in online advertising investment from January to July 2024 [23] - Personal care brands achieved a 46.2% year-on-year increase in advertising investment during the same period [37] - Household cleaning brands experienced a 20.9% year-on-year growth in advertising investment [53] Advertising Strategies - Beauty and skincare brands focused on mobile advertising, primarily using video websites and social media platforms [6] - Personal care and household cleaning brands preferred OTT video pre-roll ads to enhance brand impression [6] - Video websites accounted for 69.4% of the industry's online advertising investment [19] Key Brands - L'Oréal and Procter & Gamble were among the top advertisers in the industry [17] - Domestic brand Pechoin increased its advertising investment by 31.76 million, focusing on its flagship product, the Anti-Wrinkle Repair Cream [66][67] - Procter & Gamble leveraged the 2024 Paris Olympics for integrated marketing, increasing its advertising investment by 21.5% [71][72] Product Categories - In the beauty and skincare segment, facial care products accounted for over 70% of advertising investment, but saw a 7.4% year-on-year decline [27] - Shampoo and hair care products in the personal care segment grew by 61.3% year-on-year [40] - Disinfection and hygiene products in the household cleaning segment grew by 126.1% year-on-year [57] Creative Trends - Brands incorporated internet memes and trendy language to attract younger consumers [35] - Personal care brands emphasized product efficacy and convenience in their advertising [49] - Household cleaning brands highlighted promotional offers and environmental sustainability [62][64]

i Research 发生瑞 长三角地区学生营养早餐倡议白皮书 呈送：艾瑞咨询 ©2024 iResearch Inc. 前言 艾 瑞 咨 询 | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

/Digital 1 瑞 Castl 数码家电行业 周度市场观察 第 35 周 2024/8.19-8.25 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： AI智能体，年轻人的情感搭子； 空间一体化时代 厨房开启集成嵌入模式； 消费市场"绿"潮涌动 点燃经济发展新引擎。 行业环境： 1. AI智能体，年轻人的情感搭子 关键词：AI情感陪伴,智能体,用户体验,应用爆发,情感空缺 概要：近年来，面向年轻用户的AI情感陪伴应用兴起，如星野和豆包等，用户可以通过这些应 用与虚拟AI角色进行多形式互动，满足社交需求和寻求情感支持。据统计，星野上线后总下载 量达890万，月活跃用户超385万；豆包增长更快速，总下载量突破8000万，月活跃用户超 2600万。为增强用户体验及竞争力，部分应用还增设了AI搜索、图片生成等功能。尽管受欢迎， 但AI情感陪伴应用的商业模式仍存在挑战，比如Character.AI虽用户基数大但付费用户少，影响 商业变现。如何持续吸引用户并提高付费意愿成为行业共同难题，未来能否探索出可持续商业 模式仍有待观察。 2. 原文链接：ht ...

瑞 1 第 35 周 2024/8.19-8.25 跨境出海 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： 出海，两轮电动车势头正盛； 抓住锚点：中国游戏文化出海之道; 抢占全球市场：智能家居品牌的成功出海之路。 行业环境： 1. 出海，两轮电动车势头正盛 关键词：两轮电动车,全球化,出口,东南亚市场,动力续航 概要：中国是全球最大的两轮电动车制造、消费和出口国，正迎接全球化浪潮。2023年，中国 电动两轮车出口量达1504.3万辆，出口额为320.5亿元，主要市场包括美国、荷兰、印尼和德国 等，其中高速电摩与E-bike尤其受欢迎。预计未来五年，除中国外的国际市场复合年增长率将 达到19.4%。不同地区需求各异，欧美偏好中高档产品，而东南亚更看重性价比及性能。东南 亚国家通过政策支持促进电动车发展，如购车补贴和充电设施完善。尽管存在挑战，但对中国 的两轮电动车企业而言，国际化已成为发展趋势。 2. 原文链接：https://www.163.com/dy/article/JA2FBV740525A94M.html 抓住锚点：中国 ...

i Research 瑞 咨 询 文 中国政务行业大模型发展洞察 ©2024 iResearch Inc. CONTENTS 目 录 01 政务行业大模型发展背景 Overview 02 政务行业大模型发展路径 Interpretation 03 政务行业大模型发展趋势 Development trend 2 | --- | --- | |---------------------------------------|----------------------------------| | | | | | i Research/ | | | 艾 | 瑞 | 咨 | 询 | | 0 1 / 政务行业大模型发展背景 Overview | | 3 政务行业大模型概念界定 通用大模型基座结合政务行业数据，服务政务业务场景的专业模型 政务行业大模型是在通用大模型基础上结合政务行业专属数据和政务行业业务场景特征、为政务领域专业定制的专属行业大模型。 • 在部署模式上，政务行业大模型一般需要支持私有化部署，以满足政务数据安全性与合规性要求； • 在开发能力上，政务行业大模型需要具备定制化开发能力，以更好地适应不同政务场景 ...

Industry Trends - The 2024 fashion trends for apparel, footwear, and bags include outdoor activities, Chinese-style clothing, minimalist classics, antibacterial comfort, and casual sports styles [2] - Outdoor activities have driven demand for multifunctional clothing, while Chinese-style clothing has gained popularity with over 19.2 billion views on Douyin [2] - Consumers prefer products priced under 50 yuan but are gradually accepting mid-range priced items [2] - Brands like Woodpecker and Caoben Chuse have successfully boosted sales by showcasing product features and usage scenarios [2] Luxury Brands and Airport Retail - Airports have become a key sales channel for luxury brands, with airport luxury stores growing by 11% from 2018 to 2019 despite only accounting for 6% of the total market share [3] - Brands like Louis Vuitton have opened flagship stores in airports, such as Shanghai Hongqiao Airport, which has been dubbed the "Luxury Avenue" [3] - The recovery of international travel has led to more luxury brands entering airport retail spaces [3] Counter-Seasonal Sales and Brand Strategies - Brands like Bosideng are leveraging counter-seasonal sales by promoting winter clothing in summer through platforms like Douyin, emphasizing fashion, practicality, and discounts [4] - Counter-seasonal sales help brands alleviate inventory pressure, extend product life cycles, and test new products early [4] - Influencers play a role in driving sales by creating urgency and quickly explaining product benefits [4] Sun Protection Market and Challenges - The sun protection market is expected to reach 95.8 billion yuan by 2026, driven by social media-induced anxiety about skin whitening and anti-aging [4] - However, market homogenization and high marketing costs have led to low profitability, with some brands having operating profit margins as low as 6% [4] - Brands are emphasizing "black technology" like high UPF values, though UPF50+ is sufficient for daily use [4] Growth of Sportswear Brands - Asics, Adidas, and On Running were the fastest-growing sportswear brands in the first half of 2024, with Asics seeing a 600% increase in transaction volume [6] - Adidas reported global revenue of 11.28 billion euros, a 10% year-on-year increase, with five consecutive quarters of growth in Greater China [6] - On Running's sales grew by 24.4%, with a 73.7% increase in the Asia-Pacific region [6] Fashion Week and Chinese Designers - The 2025 Spring/Summer London Fashion Week will feature 11 Chinese and Chinese-descent designer brands, including Huishan Zhang and MITHRIDATE [7] - Chinese e-commerce platform JD.com will collaborate with brands like Hazzys and Ellassay to host fashion shows during the event [7] Luxury Brand Collaborations and Trends - Loro Piana is embracing collaborations with streetwear brands like Dickies and New Balance to attract younger consumers and expand its market influence [8] - The brand is celebrating its 100th anniversary by exploring new territories and blending luxury with streetwear culture [8] Sneaker Market and Retro Releases - The sneaker market is seeing a resurgence of retro releases, with classic models like the Nike Air Force 1 PlayStation potentially returning [9] - While retro releases can boost short-term sales, they may also lead to consumer fatigue and dilute brand uniqueness [9] Uniqlo's Strategic Adjustments - Uniqlo is expanding its sales channels by joining Taobao's one-hour delivery service and increasing live-streaming efforts to combat declining sales [11] - The brand is also optimizing its store structure by closing underperforming stores and opening larger flagship stores to enhance brand experience [11] Designer Brands and Market Expansion - Australian fashion brand Zimmermann is opening its third store in China, located in Beijing's Sanlitun Taikoo Li, as part of its global expansion strategy [12] - The brand faces challenges in attracting customers in a competitive market dominated by local designers [12] Nike and LEGO Collaboration - Nike and LEGO have announced a multi-year collaboration aimed at combining creative play with sports energy to foster children's creativity and confidence [13] - The partnership will include limited-edition products and community events to promote the concept of creative play [13] Outdoor Brand Expansion in China - Japanese outdoor brand Goldwin has opened its second store in China, located in Chengdu's Taikoo Li, as part of its strategy to deepen its presence in the Chinese market [14] - Despite strong product offerings, the brand faces challenges in building awareness in a competitive high-end outdoor market [14] Sustainable Packaging in Luxury - Five Italian packaging companies have merged to form Mosaiq Group, focusing on sustainable packaging solutions for the luxury industry [15] - The new group is backed by private equity firm Arca Space Capital, which holds a 68% stake in the venture [15] Marketing Campaigns and Brand Growth - LILANZ implemented a series of summer marketing campaigns, including collaborations with "China National Geographic" and participation in the reality show "Call Me by Fire," which boosted brand visibility and sales [17] - The brand's innovative wrinkle-free shirts have been well-received, contributing to improved financial performance [17] Jewelry and Streetwear Collaboration - Chow Sang Sang partnered with streetwear brand Randomevent to launch a limited-edition diamond Charme collection, blending luxury jewelry with urban fashion [18] - The collaboration included a pop-up experience space in Shanghai, showcasing new designs and IP-themed products [18]

i Research 艾 瑞 塔 询 云服务行业动态及热点 研究月报-2024 年 8 月 ©2024.9 iResearch Inc. 本月摘要 1 1 综合摘要 本报告长期监测数据中心、基础云、SaaS、行业云等赛道动态，基于对 2024 年 8 月各 行业的观察，得出以下观点： 在政策新闻梳理中，本月政策的关注点包括：1）加强对数据中心绿色用水用电的管控； 2）推动元宇宙、物联网等新兴科技产业的发展，并给予标准引导、支持示范企业建设等鼓 励措施。 在重点新闻扫描上，在数据中心建设领域，扩容步伐持续前行，"绿色"和"智算"成为本 月数据中心发展的关键词，一批智算中心相继投入使用，另有若干智算中心达成合作协议。 在 IaaS、PaaS 和 SaaS 领域，除往常的生态合作、产品迭代等新闻外，Agent 状态仍较为 活跃，在 Agent 产品模式较为定型的背景下，本月多个深度结合场景的 Agent 应用发布。 此外，多家厂商发布半年报或第二季度季报，整体表现出正向增长趋势，并且盈利能力呈现 出一定程度的上升势态。 本月国内外头部厂商的动态中，AI 动态竞争激烈，AI 的竞争热点正逐渐从单一的技术 突破转向多维 ...