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智库报告

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华龙证券：机械设备行业2025年三季报业绩综述：盈利质量显著改善，把握产业升级与出海主线

摘要：整体需求稳中有增，盈利质量明显改善。机械设备行业2025年前三季度共实现营业收入15326.39亿元，同比+4.55%，实现归母净利润1101.92亿元，同比+13.91%。营业收入温和增长，需求端稳中有升，归母净利润显著改善，行业盈利有所修复，成本控制见效。通用设备：整体营收微降，盈利显著改善。2025年前三季度通用设备板块共实现营业收入3927.02亿元，同比-1.15%；实现归母净利润237.25亿元，同比+7.55%。通用设备内部呈结构性变化，高附加值、与产业升级相关的子板块（...

2025-11-14 0 7.22MB 24页
Krungsri Research：2025年代理型AI时代银行业研究报告（英文版）

Artificial Intelligence, or AI, was first coined in 1956 to describe technologies that enable machines or computer systems to think like humans. Since then, AI has evolved continuously—becoming part of everyday life and growing ever closer to human-l...

2025-11-14 17 1.24MB 22页
CBRE世邦魏理仕：2025年北欧办公楼租户情绪调查报告（英文版）

There were only minor fluctuations in required and actual attendance compared to 2023. – 59% of Nordic companies want employees in the office three days or more per week, but only 46% of firms are achieving that level of attendance. – Currently, 43% ...

2025-11-14 0 6.64MB 23页
OECD经合组织：2025年欧盟人工智能协调计划实施进展报告（第一卷）：成员国行动（英文版）

The European Union (EU) Coordinated Plan on Artificial Intelligence (AI) is a strategic initiative by the European Commission and EU Member States to promote AI development, investment and co-operation. Launched in 2018 and revised in 2021, the plan ...

2025-11-14 8 3.19MB 170页
IQVIA艾昆纬：2025年欧盟卫生技术评估实践：卫生技术开发商如何为成功的联合临床评估就绪白皮书（英文版）

A successful JCA submission begins long before the dossier is initiated. Irrespective of company size or asset specifics, HTDs need to implement new ways of working that bring JCA to life. This is easier said than done: HTDs should not underestimate ...

2025-11-14 18 1.57MB 20页
泰国大城银行研究中心：2025年电动汽车价格战研究报告：价格走势研判：续跌抑或触底？（英文版）

The EV price war in Thailand began in 2022 due to intensifying market competition, forcing EV manufacturers to cut production costs to maintain profitability. Although price reductions aimed to boost EV sales, the Thai EV market in 2024 saw the oppos...

2025-11-14 16 842.34KB 18页
牛津经济研究院：2025年Aura Network对澳大利亚的经济影响研究报告（英文版）

Oxford Economics Australia is a leading economic advisory firm. Following the acquisition of BIS Shrapnel in 2017, Oxford Economics Australia have unparalleled capabilities in helping clients to navigate local economic issues in the context of the...

2025-11-14 0 44.1MB 33页
国信证券：食品饮料行业专题报告：数说食饮（一）：宏观经济指标如何指引白酒行业投资？

核心观点前言：食品饮料行业常被作为长久期的通胀资产，受消费信心、经济预期等影响，尤其是在人口存量背景下，行业周期属性增强，对企业战略和经营要求更高。为了高效研究食品饮料行业的发展逻辑，我们推出“数说食饮”系列，用数据论证行业景气情况、企业发展阶段、成本与投资逻辑等。白酒行业是经济活跃度的重要指标。白酒兼具顺周期属性和消费品属性，在简单的传导模型下，宏观经济及经济预期均会作用于中观行业表现和微观指标。PPI、挖机销量、工业利润等反映各行业商务消费需求，CPI、居民贷款、可支配收入等反映大众开瓶...

2025-11-14 16 1.3MB 6页
东吴证券：新能源行业25Q1-3财务报告总结：光伏反内卷稍见成效，风电毛利率已企稳回升

摘要新能源板块光伏净利增长显著，风电发展稳健。2025Q1-3新能源板块实现收入11722亿元，同比-1%，实现归母净利润242亿元，同比-19%；Q3收入4138亿元，同比+2%，环比-3%，归母净利润118亿元，同比+41%，环比+68%。其中光伏板块2025Q1-3收入6640亿元，同比-12%，归母净利润-43亿元，同比-212%。25Q3光伏板块收入2315亿元，同比-8%，环比-3%，归母净利润28.4亿元，同比+1495%，环比+181%。风电板块2025Q1-3营收3002亿元...

2025-11-14 7 2.18MB 62页
Dealroom：2025年里斯本大学校友对葡萄牙创业生态系统的塑造研究报告（英文版）

An alumni founder refers to any former student, (doctoral) researcher, teaching or support staff with a disclosed work or study experience at the University of Lisbon and its constituent faculties, schools, institutes and programmes, including discon...

2025-11-14 7 8.84MB 26页
IntuitionLabs：2025年药物研发管线：全阶段完整指南报告（英文版）

Drug development is a long, complex, and high-stakes process by which new therapeutic drugs are discovered, tested, and brought to market. This report provides an in-depth examination of the end-to-end drug development pipeline, highlighting each sta...

2025-11-14 5 1.19MB 30页
灯塔研究院&AppVault：“真实-效率”协同：2025年高影响力人才获取趋势研究报告（英文版）

In the world of hiring, the pendulum swings backand forth on a regular basis between a candidate'smarket and an employer's market. Today, manyindustries fnd themselves in a position wherecompanies appear to hold the upper hand inhiring, and s...

2025-11-14 0 684.84KB 16页
STL Partner：2025年移动基站向边缘人工智能数据中心转型的可行性研究报告（英文版）

Since 2022, there has been a significant surge in artificial intelligence (AI) adoption across both consumer and enterprise sectors. However, the time and resource-intensive process of constructing next-generation data centres is creating global comp...

2025-11-14 22 852.2KB 17页
IRENA国际可再生能源署：2025年南美洲能源转型展望报告（英文版）

In United States dollar (USD) terms, the world needs USD 150 trillion of investment in the energy transition over the next 25 years, if it is to meet the Paris Agreement’s 1.5°C target. South America alone needs around USD 500 billion of investment i...

2025-11-14 8 3.02MB 16页
BCG波士顿咨询&大华银行：2025年亚洲世代财富报告：新时代的传承（英文版）

Asia is entering its most critical chapter of wealth. The region is the world’s fastest-growing financial hub, with private wealth projected to reach USD99 trillion by 2029. Singapore, with its tax-friendly regime, and Hong Kong, as a gateway to Main...

2025-11-14 19 6.63MB 44页
牛津经济研究院：2025年“半建成”英国：解锁国家基础设施增长规划研究报告（英文版）

Commissioned by the Construction Plant-hire Association, this report analyses which sectors the government has chosen to prioritise its infrastructure spending on and gives an overview of the projects and programmes it intends to take forward. It loo...

2025-11-14 7 5.58MB 56页
UHERO：2025年夏威夷旅游业：业界视角与利益相关方比较研究报告（英文版）

Tourism in Hawai‘i shapes the state’s economy, communities, and environment in ways that affect nearly every resident. While resident and visitor views are regularly measured through longrunning Hawai‘i Tourism Authority (HTA) surveys, the perspectiv...

2025-11-14 0 3.03MB 27页
CBRE世邦魏理仕：2025年澳大利亚酒吧行业的投资与创新研究报告（英文版）

According to ABS (4520: Pubs, Taverns and Bars), NSW leads with 2,327 establishments, followed byVictoria (1,912) and Queensland (1,070). Collectively, these three states account for around 76% of thenational total, underscoring their role as core hu...

2025-11-14 7 6.35MB 31页
中国酒业协会：2024年酒业经济运行报告

我国酒类消费市场品类众多，既有传统的白酒、啤酒、葡萄酒、黄酒，也有露酒、果酒、预调酒等新兴酒饮，以及进口酒等众多品类。近年来，我国饮料酒消费总量保持在5000 万千升以下。2024 年，中国酒类产业在宏观经济承压、消费动能不足的背景下，展现出较强韧性。规模以上酒、饮料和精制茶制造业营收与利润总额分别比上年增长2.8%和7.1%，增速均好于规模以上工业总体水平。中国酒类产业在压力中深化结构调整，国产酒主导地位稳固，消费升级驱动品类分化。白酒、啤酒凭借规模与高端化优势稳健发展，葡萄酒、黄酒仍需突破创...

2025-11-14 4 231.33KB 10页
东莞证券：基础化工行业双周报：10月份化学原料和化学制品制造业增加值同比增长7.1%

投资要点：行情回顾：截至11月13日，近两周申万基础化工指数上涨8.4%，跑赢沪深300指数8.5个百分点，在31个申万行业中排第1名；年初至今，申万基础化工指数上涨35.9%，跑赢沪深300指数16.4个百分点，在31个申万行业中排第6名。分板块来看，近两周申万基础化工指数的子板块均上涨，其中农化制品板块上涨11.3%、化学原料板块上涨10.0%、化学制品板块上涨9.3%、化学纤维板块上涨8.7%、非金属材料板块上涨2.4%、塑料板块上涨1.8%、橡胶板块上涨0.7%。申万基础化工指数包...

2025-11-14 0 584.54KB 7页

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