储能逆变器 行业简析报告 商业合作/内容转载/更多报告 版权归属上海嘉世营销咨询有限公司 01. 储能是电力系统的蓄水池、推动可再生能源大规模应用的关键技术 储能在电网中的作用 源 网 网 荷 输电线路 输电线路 输电线路 毫秒级 分钟级及 以上 秒级 平滑风光输出曲线 有 功 控 制 和 无 功 补 偿 风光电场调度跟踪 一次调频 调峰 动态无功支撑 黑启动VSG 电能质量治理SVG，DVR，APF 二次调频 负荷侧PDS控制 TOU削峰填谷 需求侧响应（ADR） 数据来源：公开数据整理；嘉世咨询研究结论；图源网络 • 储能，系指利用特定介质或装置，将能量蓄积以备后用，适时释放之过程。具体而言，储能技术能实现电能与其他形态能量间的转换与蓄积，并依需求于未来时刻，以既定能量形态释放。 • 储能之必要性，源于风光等可再生能源的迅猛发展与电力供需不匹配之矛盾。电能传输迅疾，近乎光速，其发、输、用往往瞬时同步，要求供需严格匹配；然而，风电、光伏等可再生能源存在波动 性与随机性，难以实时契合负荷，进而影响电能品质与利用率。 • 储能之作用，犹如电力之"蓄水池"，可有效平抑新能源之波动，确保电力供需之平衡。 02. 热 ...

嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 2025 中国新能源光伏行业现状报告 Report on the status of China'snew energy photovoltaic industry MCR嘉世咨询 嘉世咨询 报告说明 本报告的全部内容版权归上海嘉世营销咨询有限公司（简称：嘉世咨询）。 未经授权，任何单位或个人不得以任何形式复制、传插或用于商业用途。 调研方法 嘉世咨询 目录 | 有 | 所 | | | | | | --- | --- | --- | --- | --- | --- | | 权 | 版 | | | | | | 询 | 有 | 咨 | 所 | | | | 世 | 权 | 嘉 | 版 | | | | 嘉世咨询 | 询 | 有 | | | | | 咨 | 所 | 目录 | 有 | 世 | 权 | | 引言 | 所 | | | | | | 嘉 | 版 | | | | | | 第一章：行业概况与背景 | 6 | | | | | | 1.1光伏行业基本概念与发展历 ...

MCR嘉世咨询 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 2025 中国高端房地产市场现状报告 Report on the status of China's high-end real estate market 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 嘉世咨询版权所有 桌面研究：披集整理政府公开数据、行业协会、权成期刊、券商研报及企业 公开披露的行业数据： 数据分析：对初步数据进行清洗、建模与趋势预测： 专家建议：听取行业资深人士意见和观点，提升分析深度与可靠性 嘉世咨询 报告说明 本报告的全部内容版权归上海嘉世营销咨询有限公司（简称：嘉世咨询）。 未经授权，任何单位或个人不得以任何形式复制、传插或用于商业用途。 调研方法 免责声明 嘉世咨询版权所有 本报告结论基于当前可获得信息，不构成投资或决策的唯一依据。研究团队 对因使用本报告引发的直接或间接损失不承担责任 嘉世咨询 嘉世咨询 | 有 | 所 | ...

京东 美团 饿了么 MCR嘉世咨询 2025 中国外卖市场现状报告 Status Report on China Takeaway Market 嘉世咨询 报告说明 本报告的全部内容版权归上海嘉世营销咨询有限公司（简称：嘉世咨询）。 未经授权，任何单位或个人不得以任何形式复制、传插或用于商业用途 调研方法 本报告综合运用以下调研方式： 案头研究：搜集整理政府公开数据、行业协会、权威期刊及企业公开披露的 行业数据； 实地调研：通过问卷调查、企业访误及行业展会观紧，获取市场动态： 数据分析：对初步数据进行清洗、建模与趋势预测： 专家建议：听取行业资深人士意见和观点，提升分析深度与可靠性。 免责声明 本报告结论基于当前可获得信息，不构成投资或决策的唯一依据。研究团队 对因使用本报告引发的直接或间接损失不承担责任。 嘉世咨询 目录 | 引言 | | | --- | --- | | 第一部分：中国外卖市场结构解析 | | | 1.1市场规模与增长态势 | | | 1.2平台格局与竞争态势， | & | | 1.3品类分布与扩张趋势 | 6 | | 1.4地城渗透与市场下况 | .11 | | 第二部分：外卖行业商业模式 ...

休闲零食 市场简析报告 商业合作/内容转载/更多报告 版权归属 上海嘉世营销咨询有限公司 01. 休闲零食：满足休闲场景需求 休闲零食是指人们在正餐之外的闲暇时间食用的食品，其主要功能并非充饥，而是通过强化消费场景，满足消费者在健康、功能、情绪等多维度的需求。与传统零食相比，休闲零食的目标人群更加精 准，包装设计更为精美，应用场景主要在家庭、办公室、户外运动、社交场合 旅行途中、节日赠礼等。 休闲零食主要消费场景一览 家庭消费 办公室小憩 户外活动 社交场合 旅行途中 节日赠礼 数据来源：公开数据整理；嘉世咨询研究结论；图源网络 02. 休闲零食种类丰富，糖果坚果最受欢迎 休闲零食市场产品丰富多样休闲零食行业涵盖了谷物类休闲食品糖果蜜饯坚果炒货、膨化食品、烘焙类、休闲卤味等多种产品，品类丰富多。其中，糖果蜜饯类零食在市场中占据最大份额。2024年糖 果蜜饯销售占比达到23.29%；其次是坚果炒货，占比18.33%；膨化食品占比11.4%。这三大品类的市场份额合计已超过50%。 | 糖果蜜饯 | 坚果炒货 | 膨化食品 | | --- | --- | --- | | 糖巧蜜饯类是一类以糖为主要调 | 坚果炒货是 ...

乘用车轮胎 行业简析报告 版权归属上海嘉世营销咨询有限公司 商业合作/内容转载/更多报告 01. 乘用车轮胎的定义与分类 • 定义：乘用车轮胎是指专门为轿车、跑车、SUV等乘用车设计的轮胎。它们通常安装在金属轮辋上，能够支承车身，缓冲外界冲击，保证车辆的行驶性能。乘用车轮胎的设计要求比普通轮胎更加严 格，需要在不同的路况和驾驶条件下提供更好的性能和稳定性。 乘用车轮胎的分类 按使用车型分类 PC轮胎：适用于普通家用轿车和小型多用途车，提供舒适的驾驶体验，噪音低，滚动阻力小，有较好的操控性和湿 地抓地力。 SUV轮胎：适用于运动型多用途车，通常更坚固，适合越野和城市使用。 跑车轮胎：设计用于高性能跑车，注重操控和抓地力，兼顾高速度性能。 03. 上游：2024年天然橡胶价格震荡走高 • 受东南亚地区强降水、泰国洪灾以及国内产区停割等因素影响，截至2024年12月31日，国内天然橡胶市场价格达到16890元/吨，较年初的13060元/吨上涨了29.33%，年均价格约为14300元/吨。 • 天然橡胶是轮胎生产的关键原材料，占轮胎原材料成本的近半数。2024年橡胶价格的大幅上涨，导致轮胎制造成本显著增加，由于原材料 ...

Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry Core Insights - The humanoid robot industry is composed of three main segments: upstream components, midstream manufacturing, and downstream applications, with a complex supply chain involving numerous parts and systems [2][3] - The upstream segment is critical, with the motion and execution system being the most significant, accounting for 60% of the total cost, while the perception system covers a wide range of sensors [4][5] - The market for key components like linear actuators and harmonic reducers is expected to grow significantly, with projections indicating a market size of 100 billion yuan for screw rods when humanoid robot sales reach 1 million units [13][18] Summary by Sections Industry Chain Overview - The humanoid robot industry chain consists of upstream components (sensors, actuators), midstream manufacturing (robot body production), and downstream applications (logistics, manufacturing, home services) [2][3] Upstream Components - The motion and execution system is the core of the humanoid robot, with linear actuators being the most expensive component, comprising 39% of the total cost [4][5] - The perception system, which includes various sensors, accounts for 28% of the cost and is essential for interaction with the environment [4][5] Actuators - Two main types of actuators are prevalent: linear and rotary, with screw rods and reducers being critical components [6][11] - The report highlights the importance of linear actuators in production costs and discusses the two main solutions for linear motion: reducer + linkage and planetary screw rods [10][11] Key Components - The report details the types of reducers used in humanoid robots, including harmonic, RV, and precision planetary reducers, each with specific applications and advantages [18] - The market for harmonic reducers is projected to exceed 10 billion yuan by 2030, driven by the demand for precise control in humanoid robots [18] Power Sources - The primary power source for humanoid robots is the brushless DC motor, with a focus on torque density and efficiency [22][23] Dexterous Hands - Dexterous hands are crucial for fine manipulation tasks, with various transmission methods evaluated for their advantages and disadvantages [25][26] Sensors - The humanoid robot's perception capabilities rely heavily on sensors, including visual, tactile, and auditory sensors, with visual sensors being the most critical for interaction [31][32] Control Systems - The control system acts as the "brain" of the humanoid robot, coordinating movement and processing sensory information [41][42] Decision-Making Systems - The decision-making system integrates sensory data to enable intelligent responses and task execution, with ongoing developments in AI models to enhance capabilities [43][44] Future Trends - The report anticipates advancements in hardware, broader applications in service sectors, and increased collaboration among industry players to optimize the supply chain [48][49]

Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry Core Insights - The humanoid robot industry is expected to experience significant growth, driven by technological advancements and increasing demand for automation in various sectors [23][31][45] - The market for humanoid robots is projected to reach $20.6 billion globally by 2029, with a compound annual growth rate (CAGR) of 57% [31][34] - In China, the humanoid robot market is anticipated to grow to 75 billion yuan by 2029, with a CAGR exceeding 90% [34][45] Summary by Sections Industry Definition - Humanoid robots are defined as bionic robots that mimic human form and actions, integrating advanced technologies such as AI, high-precision manufacturing, and new materials [3][5] Functional Capabilities - Humanoid robots possess strong motion control and intelligent decision-making capabilities, allowing them to perform tasks like navigation and human interaction autonomously [6][10] - They are equipped with various sensors to enhance their perception and interaction with the environment, making them more versatile than traditional robots [10][11] Types of Humanoid Robots - Humanoid robots can be categorized into wheeled, legged, and versatile types, each designed for specific applications across various industries such as healthcare, education, and military [16][18] Development History - The evolution of robots has progressed from simple remote-controlled devices to intelligent humanoid robots capable of complex tasks, with current models in the L3 to L4 transition phase of autonomy [19][20] Industry Drivers - Key drivers for the humanoid robot industry include demographic changes such as aging populations and labor shortages, as well as supportive government policies aimed at promoting robotics [25][26] Current Industry Landscape - Major companies in the humanoid robot sector include Tesla, Boston Dynamics, and UBTECH, with products already in testing phases and plans for mass production by 2025 [27][29] Market Size and Growth - The global humanoid robot market is projected to grow significantly, with expectations of reaching $20.6 billion by 2029, driven by advancements in technology and increasing applications [31][34] Technological Trends - The future of humanoid robots is expected to focus on embodied intelligence, which will enhance their decision-making and execution capabilities [35][37] Application Trends - Short-term applications are primarily in industrial sectors, while long-term prospects include personal assistance and aerospace applications [38][40] Challenges - The humanoid robot industry faces challenges related to high production costs and the need for standardized safety protocols [41][42] Future Opportunities - The industry is poised for rapid growth due to increasing demand for automation and supportive policies, with major manufacturers expected to lead the market by 2025 [44][45]

Investment Rating - The report indicates a positive investment outlook for the short drama industry, highlighting its rapid growth and potential for future expansion [5][6][46]. Core Insights - The short drama market is experiencing significant growth, with projections estimating the market size to exceed 100 billion yuan by 2027, driven by the demand for quick, engaging content that fits into users' fragmented time [7][46]. - The industry is characterized by a diverse range of genres, with a focus on emotional engagement rather than visual spectacle, aligning with contemporary viewing habits [3][31]. - The penetration rate of short dramas is still low compared to short videos, indicating substantial room for growth in user adoption and monetization [10][46]. Summary by Sections Short Drama Characteristics - Short dramas are defined as episodes lasting from a few seconds to about 15 minutes, featuring clear themes and storylines, differing significantly from traditional television dramas in terms of duration, production costs, and distribution channels [3][4]. Market Growth - The short drama market is in a growth phase, with a projected market size of over 300 billion yuan in 2023 and expected to continue expanding rapidly [5][6][46]. User Engagement - As of 2023, the user penetration rate for short dramas reached 60%, while the paid user rate stands at 41%, indicating potential for further growth compared to longer dramas [10][46]. International Expansion - The overseas short drama market is also emerging, with projections for significant growth, particularly in regions with high mobile internet penetration and a demand for quick content [11][46]. Industry Structure - The short drama industry chain is becoming more mature, with content creators, production companies, and distribution platforms playing crucial roles in the ecosystem [14][46]. IP Utilization - Short dramas primarily source their content from online literature, leveraging existing fan bases and narratives to enhance their market value [17][18]. Commercial Model - The commercial model for short dramas is evolving, with media buying being a significant part of the revenue generation strategy, often accounting for a large portion of the income [22][46]. Content Trends - The most popular genres in short dramas include romance and urban themes, which resonate well with audiences and drive viewer engagement [31][32]. Key Players - Leading companies in the short drama production space include independent firms and traditional media companies, with a notable presence of digital platforms [28][36].

会议即将开始请稍后 本次电话会议服务于中泰证券正式签约客户维C公开销流活动未经中泰证券授权请勿对外传播本次会议的内容包括但不限于视频音频文字记录内容等信息感谢您的理解与配合 中泰证券对违反上述要求的行为保留追究法律责任的权利市场有风险投资需谨慎本会议信息仅供参考不代表任何投资建议本公司不对任何人因使用本会议中的信息所引致的任何损失不担任何责任各位投资者大家早上好欢迎大家参加我们中泰电子关于 台积电2024年四季度这个业绩跟法社会的一个解读会议那在昨天呢台积电是公布了自己四季度的数据并且呢也开了法社会做了一个说明哦那我们能看得到呢其实从四季度的财务数据是非常超预期的然后从这个AI这一块来看呢因为台积电是全球AI的这个风向标嘛那对AI这一块的指引呢也是非常乐观 而且比24.Q1的时候给的预期还要再上调很多那后面的电话会议的部分呢我们将从这两个方面来给领导们做一个详细的解读那首先呢我们来看一下业绩这个层面在2024年的四季度的话海淀的营收是做了26.8.8亿美金然后同意呢是增长了37%环币呢是增长了14.4% 那后面谈电的这个两纳米大概是怎样的一个进度所以其实关于这一块的话他也给到了自己的一个指引他预计预计两纳米这 ...