本书从推动产业结构优化升级、促进新动能加快成长出发，聚焦于人工智能、虚拟现实、超高清视频、5G通信、数字经济、区块链、智能硬件、共享经济、物联网、窄带物联网、自动驾驶、车联网、动力电池、碳纤维、石墨烯、抗体药物、健康管理、绿色金融、新文创、冰雪等新兴产业，系统剖析了2018年中国新兴产业发展的政策环境、产业链全景、价值链与创新、行业龙头动向、市场规模预测、资本市场动向，提出赛道选择建议，并评选出最具投资价值的企业榜单。

前..言 当前，以人工智能、大数据、机器人等为代表的新技术推动着新一轮科技革命不断走向深入。新的科技革命推动新生产方式的发展,催生新的经济领域、新的经济运行方式,从而使经济与社会发生“革命性”的变化。新兴产业是新一轮科技革命和产业变革方向的代表，是培育发展新动能、获取未来竞争新优势的关键领域。近年来，在供给侧结构性改革的持续推进下，中国经济正从高速增长阶段转向高质量发展阶段，创新动力正在加速显现，新产业、新技术、新业态和新模式不断涌现。人工智能、虚拟现实、5G通信、物联网、机器人、区块链、自动驾驶等新兴产业快速成长，智能制造、共享经济等新业态、新模式蓬勃发展，文创、健康、体育等“幸福产业”快速发展，投资新动能正在逐步形成。 为把握未来新兴产业的演进趋势、创新模式、投资机遇，中国电子信息产业发展研究院凭借独特的政府资源、丰富的数据积累、专业的研究实力，编撰了《2018—2019年中国新兴产业投资蓝皮书》。本书从推动产业结构优化升级、促进新动能加快成长出发，聚焦人工智能、虚拟现实、超高清视频、5G通信、数字经济、区块链、智能硬件、共享经济、物联网、窄带物联网、自动驾驶、车联网、动力电池、碳纤维、石墨烯、抗体药物、健康管理、绿色金融、新文创、冰雪等新兴产业，系统剖析了2018年中国新兴产业发展的政策环境、产业链全景、价值链与创新、行业龙头动向、市场规模预测、资本市场动向，提出赛道选择建议，并评选出最具投资价值的企业榜单。希望本书能为业界朋友应对产业新变化、新挑战提供决策支撑。

目..录 第一章.人工智能···············································································001 第一节 产业定义或范畴 ······························································001 第二节 赛迪重大研判 ·································································001 第三节 产业政策分析 ·································································002 第四节 产业链全景图 ·································································004 第五节 价值链及创新 ·································································005 第六节 行业龙头动向 ·································································007 第七节 市场规模预测 ·································································009 第八节 赛道选择建议 ·································································010 第九节 资本市场动向 ·································································011 第十节 百强潜力企业 ·································································014 第二章.VR/AR···········································································017 第一节 产业定义或范畴 ······························································017 第二节 赛迪重大研判 ·································································017 第三节 产业政策分析 ·································································018 第四节 产业链全景图 ·································································021 第五节 价值链及创新 ·································································022 第六节 行业龙头动向 ·································································028 第七节 市场规模预测 ·································································030 第八节 赛道选择建议 ·································································031 第九节 资本市场动向 ·································································032 第十节 百强潜力企业 ·································································034 第三章.超高清视频·····································································038 第一节 产业定义或范畴 ······························································038 第二节 赛迪重大研判 ·································································038 第三节 产业政策分析 ·································································039 第四节 产业链全景图 ·································································041 第五节 价值链及创新 ·································································043 第六节 行业龙头动向 ·································································052 第七节 市场规模预测 ·································································053 第八节 赛道选择建议 ·································································054 第九节 资本市场动向 ·································································055 第十节 六十强潜力企业 ······························································058 第四章.5G通信··········································································060 第一节 产业定义或范畴 ······························································060 第二节 赛迪重大研判 ·································································060 第三节 产业政策分析 ·································································061 第四节 产业链全景图 ·································································064 第五节 价值链及创新 ·································································065 第六节 行业龙头动向 ·································································071 第七节 市场规模预测 ·································································073 第八节 赛道选择建议 ·································································075 第九节 资本市场动向 ·································································076 第十节 五十强潜力企业 ······························································077 第五章.智能硬件········································································079 第一节 产业定义或范畴 ······························································079 第二节 赛迪重大研判 ·································································079 第三节 产业政策分析 ·································································080 第四节 产业链全景图 ·································································083 第五节 价值链及创新 ·································································084 第六节 行业龙头动向 ·································································091 第七节 市场规模预测 ·································································093 第八节 赛道选择建议 ·································································094 第九节 资本市场动向 ·································································094 第十节 百强潜力企业 ·································································097 第六章.区块链···········································································100 第一节 产业定义或范畴 ······························································100 第二节 赛迪重大研判 ·································································100 第三节 产业政策分析 ·································································101 第四节 产业链全景图 ·································································103 第五节 价值链及创新 ·································································103 第六节 行业龙头动向 ·································································105 第七节 市场规模预测 ·································································107 第八节 赛道选择建议 ·································································108 第九节 资本市场动向 ·································································109 第十节 五十强潜力企业 ·······························································111 第七章　数字经济······································································114 第一节 产业定义或范畴 ······························································114 第二节 赛迪重大研判 ·································································115 第三节 产业政策分析 ·································································115 第四节 产业链全景图 ·································································117 第五节 价值链及创新 ·································································119 第六节 行业龙头动向 ·································································128 第七节 市场规模预测 ·································································129 第八节 赛道选择建议 ·································································130 第九节 资本市场动向 ·································································132 第十节 百强潜力企业 ·································································135 第八章　共享经济······································································137 第一节 产业定义或范畴 ······························································137 第二节 赛迪重大研判 ·································································137 第三节 产业政策分析 ·································································138 第四节 产业链全景图 ·································································141 第五节 价值链及创新 ·································································142 第六节 行业龙头动向 ·································································144 第七节 市场规模预测 ·································································145 第八节 赛道选择建议 ·································································146 第九节 资本市场动向 ·································································147 第十节 五十强潜力企业 ······························································150 第九章　物联网·········································································152 第一节 产业定义或范畴 ······························································152 第二节 赛迪重大研判 ·································································152 第三节 产业政策分析 ·································································153 第四节 产业链全景图 ·································································156 第五节 价值链及创新 ·································································157 第六节 行业龙头动向 ·································································160 第七节 市场规模预测 ·································································160 第八节 赛道选择建议 ·································································162 第九节 资本市场动向 ·································································163 第十节 百强潜力企业 ·································································165 第十章　窄带物联网···································································169 第一节 产业定义或范畴 ······························································169 第二节 赛迪重大研判 ·································································169 第三节 产业政策分析 ·································································170 第四节 产业链全景图 ·································································172 第五节 价值链及创新 ·································································173 第六节 行业龙头动向 ·································································175 第七节 市场规模预测 ·································································176 第八节 赛道选择建议 ·································································177 第九节 资本市场动向 ·································································178 第十节 五十强潜力企业 ······························································180 第十一章.自动驾驶·····································································182 第一节 产业定义或范畴 ······························································182 第二节 赛迪重大研判 ·································································183 第三节 产业政策分析 ·································································184 第四节 产业链全景图 ·································································186 第五节 价值链及创新 ·································································187 第六节 行业龙头动向 ·································································191 第七节 市场规模预测 ·································································192 第八节 赛道选择建议 ·································································193 第九节 资本市场动向 ·································································194 第十节 六十强潜力企业 ······························································197 第十二章.动力电池·····································································199 第一节 产业定义或范畴 ······························································199 第二节 赛迪重大研判 ·································································199 第三节 产业政策分析 ·································································200 第四节 产业链全景图 ·································································202 第五节 价值链及创新 ·································································203 第六节 行业龙头动向 ·································································207 第七节 市场规模预测 ·································································208 第八节 赛道选择建议 ·································································210 第九节 资本市场动向 ·································································211 第十节 二十强潜力企业 ······························································212 第十三章.车联网········································································214 第一节 产业定义或范畴 ······························································214 第二节 赛迪重大研判 ·································································215 第三节 产业政策分析 ·································································215 第四节 产业链全景图 ·································································218 第五节 价值链及创新 ·································································219 第六节 行业龙头动向 ·································································222 第七节 市场规模预测 ·································································224 第八节 赛道选择建议 ·································································224 第九节 资本市场动向 ·································································225 第十节 三十强潜力企业 ······························································226 第十四章.碳纤维········································································229 第一节 产业定义或范畴 ······························································229 第二节 赛迪重大研判 ·································································229 第三节 产业政策分析 ·································································230 第四节 产业链全景图 ·································································232 第五节 价值链及创新 ·································································234 第六节 行业龙头动向 ·································································236 第七节 市场规模预测 ·································································237 第八节 赛道选择建议 ·································································239 第九节 资本市场动向 ·································································240 第十节 百强潜力企业 ·································································241 第十五章.石墨烯········································································244 第一节 产业定义或范畴 ······························································244 第二节 赛迪重大研判 ·································································244 第三节 产业政策分析 ·································································245 第四节 产业链全景图 ·································································247 第五节 价值链及创新 ·································································248 第六节 行业龙头动向 ·································································255 第七节 市场规模预测 ·································································256 第八节 赛道选择建议 ·································································257 第九节 资本市场动向 ·································································258 第十节 五十强潜力企业 ······························································259 第十六章.抗体药物·····································································262 第一节 产业定义或范畴 ······························································262 第二节 赛迪重大研判 ·································································262 第三节 产业政策分析 ·································································263 第四节 产业链全景图 ·································································267 第五节 价值链及创新 ·································································268 第六节 行业龙头动向 ·································································272 第七节 市场规模预测 ·································································273 第八节 赛道选择建议 ·································································274 第九节 资本市场动向 ·································································275 第十节 百强潜力企业 ·································································277 第十七章.健康管理·····································································280 第一节 产业定义或范畴 ······························································280 第二节 赛迪重大研判 ·································································280 第三节 产业政策分析 ·································································281 第四节 产业链全景图 ·································································283 第五节 价值链及创新 ·································································284 第六节 行业龙头动向 ·································································291 第七节 市场规模预测 ·································································292 第八节 赛道选择建议 ·································································293 第九节 资本市场动向 ·································································294 第十节 百强潜力企业 ·································································296 第十八章.绿色金融·····································································299 第一节 产业定义或范畴 ······························································299 第二节 赛迪重大研判 ·································································299 第三节 产业政策分析 ·································································300 第四节 产业链全景图 ·································································303 第五节 价值链及创新 ·································································304 第六节 行业龙头动向 ·································································309 第七节 市场规模预测 ·································································310 第八节 赛道选择建议 ·································································311 第九节 资本市场动向 ·································································312 第十节 百强潜力企业 ·································································314 第十九章.新文创········································································319 第一节 产业定义或范畴 ······························································319 第二节 赛迪重大研判 ·································································319 第三节 产业政策分析 ·································································320 第四节 产业链全景图 ·································································322 第五节 价值链及创新 ·································································323 第六节 行业龙头动向 ·································································326 第七节 市场规模预测 ·································································327 第八节 赛道选择建议 ·································································332 第九节 资本市场动向 ·································································333 第十节 百强潜力企业 ·································································335 第二十章.冰雪···········································································340 第一节 产业定义或范畴 ······························································340 第二节 赛迪重大研判 ·································································340 第三节 产业政策分析 ·································································341 第四节 产业链全景图 ·································································344 第五节 价值链及创新 ·································································345 第六节 行业龙头动向 ·································································348 第七节 市场规模预测 ·································································349 第八节 赛道选择建议 ·································································350 第九节 资本市场动向 ·································································351 第十节 百强潜力企业 ·································································354 后记························································································357