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智库报告

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FT Partners：2025年餐厅科技：强大的科技支撑将成为必备条件报告（英文版）

Although the masks have faded, the COVID-19 pandemic left an indelible mark on the restaurant industry. The post-COVID impact was felt across all facets of the industry including reservations, takeout and delivery, staffing, input pricing, marketing,...

2025-11-19 3 9.18MB 153页
Good Food Institute：2025年用于养殖海鲜的持续细胞系开发的草稿指南报告（英文版）

Challenges related to cell line development are a major technical obstacle to the development of cultivated seafood. By synthesizing information from a survey, a series of video interviews, email conversations with researchers, and the published lite...

2025-11-19 1 12.6MB 76页
Good Food Institute：2025年优化培养肉技术经济学：细胞生长建模综述与建议报告（英文版）

Cultivated meat (CM) offers promise as a sustainable protein source, but reaching cost parity with conventional meat remains a challenge. Scaling production will require very large bioreactors, which are expensive to design and build; therefore, accu...

2025-11-19 3 9.4MB 155页
开源证券：基础化工行业投资策略：“反内卷”为盾，需求为矛，化工有望迎来新一轮景气周期

化工资本开支接近尾声，供需格局修复，“反内卷”推动下修复进度或加快供给端，据Wind数据，截至2025年H1，基础化工板块上市公司在建工程共计3,504亿元，同比下降10%；2025年1-8月，化学原料及化学制品制造业、化学纤维的固定资产投资完成额累计同比分别-5.2%、+9.3%，较2021-2022年明显下行。行业资本开支及产能投放周期接近尾声，行业供给格局已在缓慢修复。需求端，2025年《政府工作报告》提出，大力提振消费、提高投资效益，全方位扩大国内需求。2023年中国化工品销售额约2....

2025-11-19 1 5.73MB 51页
CEPR：2025年日内瓦28：地缘政治紧张局势和国际碎片化：证据与影响报告（英文版）

Throughout history, geopolitical dynamics have influenced the international financial architecture and the patterns of cross-border capital flows.1 The recent resurgence of geopolitical tensions has raised the specter of geopolitical fragmentation di...

2025-11-19 2 10.01MB 193页
拓普数据：2025年中国影院市场洞察报告

报告概述：市场回顾：影院市场竞争激烈，亟待升级。影院市场流动性强，稳定性弱。一二线市场衰减，票房份额重构。西北、华东地区量增质忧，结构性恶化。新建影院：影院建设降温，票房贡献下滑。新建影院入局抢占高票房影院市场份额。同时，新建影院自身也未能实现票房突破。终端市场：单体影院崛起，市场集中度分散化。中小影管扩张迅猛，挤压头部影管市场空间。建议：提高新建影院门槛。从盲目建设大量新影院转向旧馆改造，如打造特色影院，升级观众体验；融合多方业态，再造消费场景；个性化运营，深耕垂直客群。...

2025-11-19 3 4.76MB 25页
GMAC：2025年应用趋势调查总结报告（英文版）

The largest and most widely cited survey of its kind in the industry, the Application Trends Survey is the definitive resource for business school admissions and program leaders to gain insight into the rapidly shifting demand for GME programs. Offer...

2025-11-19 3 15.45MB 61页
GMAC：2025年院长总结应用趋势调查报告（英文版）

The largest and most widely cited survey of its kind in the industry, the Application Trends Survey is the definitive resource for business school admissions and program leaders to gain insight into the rapidly shifting demand for GME programs. Field...

2025-11-19 1 1.67MB 9页
国际教育成就评价协会（IEA）：2023年使用大语言模型进行自动题库生成：TIMSS四年级的发展与验证报告

The study aimed to validate the quality of assessment items generated by Large Language Models for use in mathematics and science assessment on the example of the TIMSS Grade 4. The validation process included expert ratings and qualitative assessmen...

2025-11-19 3 3.13MB 146页
英国国家审计署：2025年打击欺诈和错误导致的福利超发报告（英文版）

The Department for Work & Pensions (DWP) makes welfare payments to more than 23 million people across Great Britain. In 2024-25, it paid £290.8 billion in benefits (including State Pension) and spent £7.3 billion on running costs. Some of DWP’s c...

2025-11-19 2 447.27KB 48页
RetailX：2025年欧洲零售品牌D2C报告（英文版）

Brands selling to European shoppers are doing so at a challenging time. The geopolitical situation is volatile and inflation over recent years has shaken consumer confidence. Nevertheless, businesses operating in the EU, EEA plus the UK and Switzerla...

2025-11-19 1 7.59MB 48页
祈飞洞察：2025年抖音电商双十一趋势盘点及行业洞察报告

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2025-11-19 2 8.3MB 27页
中国水泥协会：2024年水泥行业经济运行报告

2024年，房地产行业持续深度调整叠加基建投资增速放缓，水泥需求快速下滑，加剧了行业供需矛盾，企业生产经营困难，低价恶性竞争频发，水泥价格跌至成本线附近，行业利润大幅下降。同时，行业发展也呈现出一定的韧性，下半年以来特别是四季度，全国范围内开始探索“反内卷”路径，盈利改善成为企业策略核心，降价抢量现象减少，“价格战”态势得以缓解，加之煤炭等主要原材料价格下降，行业逐步从亏损转向盈利。...

2025-11-19 0 258.66KB 8页
五矿证券：25Q3光伏业绩总结：反内卷带来行业曙光

25Q3光伏主产业链盈利有所好转，辅产业链环比持平主产业链：随主产业链价格修复，25Q3主产业链整体有所减亏，毛利率和净利率环比提升。辅产业链：辅产业链收入利润随规模变动，盈利性环比持平。 25Q3光伏资本开支依然低迷，资产负债率处于高位资本开支上，25Q3行业资本开支依然处于低水平，整体亏损下企业扩产意愿依然不强。资产负债率上，25Q3行业数据基本不变，结构上看，电池环节资产负债率略有好转。整体来看，盈利亏损且依然没有明显改善的情况下，企业依然以生存为第一目标，部分环节资产负债率依然...

2025-11-19 1 810.18KB 10页
五矿证券：钢铁：西芒杜铁矿正式投产，全球铁矿石市场迎来中国时刻

事件描述 2025年11月11日，几内亚共和国总统与赢联盟、中国宝武、中铝集团以及力拓集团共同出席在福雷卡里亚省（Forécariah）港口举办的仪式，庆祝西芒杜项目正式投产。事件点评几内亚西芒杜铁矿为全球储量最大、品位最高的未开发铁矿，中资权益资源量超50%。中国宝武、中铝集团等中资企业对南、北区块穿透占股超50%，中国宝武主导北部区块建设。西芒杜铁矿初期合计产能达1.2亿吨/年，市场普遍预期西芒杜铁矿于2026年开始放量，2027-2028年产量释放加速，并于2030年左右实现满产。西...

2025-11-19 2 828.78KB 7页
Morgan Stanley：2026年中国经济展望：缓慢迈向低通胀报告（英文版）

Managed moderation in growth. Reflation is a slow burn, given modest easing, gradual rebalancing, and calibrated antiinvolution efforts, keeping 2026 nominal GDP growth below consensus, at 4.1%. 2027 marks the turn from deflation to lowflation....

2025-11-19 3 793.38KB 19页
谷歌云：2025年从云计算到能动智能：下一个万亿美元服务浪潮报告（英文版）

The emergence of agentic artificial intelligence (AI) marks a pivotal moment in technology, promising to reshape industries and redefine how businesses operate and create value. For Google Cloud partners, this represents not just a new technologica...

2025-11-19 1 22.3MB 72页
Mandala Partners：2025年解锁新西兰数字政府的生产力红利报告（英文版）

New Zealand has the opportunity to advance its global leadership in digital government through accelerated cloud adoption New Zealand has been a global leader in digital government transformation, ranking among the top 10 nations in the UN E-Governme...

2025-11-19 1 3.12MB 50页
Mandala Partners：2025年预防胜于治疗：降低牙科住院费用报告（英文版）

PPH are admissions to hospital which could be avoided through timely and adequate health care in the community1 • Dental conditions which contribute to PPH are tooth decay, gum disease, other tissue diseases, gum and jaw disorders, oral cysts, irrita...

2025-11-19 1 699.87KB 36页
加拿大国际治理创新中心CIGI：人工智能治理与资源提取的地缘政治（英文版）

The infrastructure of artificial intelligence (AI) depends on critical minerals and rare earth elements, making their supply chains a central factor in national security, economic stability, and global technology competition and governance. → Overrel...

2025-11-19 1 186.93KB 10页

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