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2025年中国语音识别行业发展历程、产业链、市场规模、竞争格局及发展趋势研判:移动互联网和智能设备普及,带动语音识别规模达224亿元[图]
Chan Ye Xin Xi Wang· 2025-09-26 01:39
Core Insights - Voice recognition technology is reshaping interactions with devices and networks, becoming a core driver of future technological development [1][11] - The Chinese voice recognition market is projected to grow from 6 billion yuan in 2018 to 22.4 billion yuan in 2024, with a compound annual growth rate (CAGR) of 24.55% [1][12] - The global voice recognition market is expected to increase from 7.639 billion USD in 2019 to 11.057 billion USD in 2024, with a CAGR of 7.68% [11] Industry Overview - Voice recognition involves converting speech signals into text and is an interdisciplinary field closely related to acoustics, linguistics, and artificial intelligence [3][4] - The technology has evolved through four stages: emergence (1950-1980), initiation (1980-1990), industrialization (1990-2010), and application (2010-present) [6][7] Market Dynamics - The voice recognition industry is supported by advancements in deep learning, natural language processing, and machine learning, leading to improved accuracy and efficiency [1][11] - The proliferation of smart devices has expanded the application scenarios for voice recognition, making it a vital component of human-computer interaction [1][11] Competitive Landscape - Major players in the global voice recognition market include Nuance Communications, IBM, Apple, Microsoft, Google, and Amazon, while key domestic companies in China include iFlytek, Baidu, Alibaba, and Tencent [12][14] - The competitive landscape in China is characterized by a concentration of leading firms, with iFlytek at the forefront, followed by Baidu and Alibaba [14] Application Areas - Voice recognition technology is widely applied in various sectors, including smart homes, healthcare, education, and customer service, enhancing user experience and operational efficiency [8][10] - The smart home market in China is projected to grow from 325.47 billion yuan in 2017 to 876.74 billion yuan in 2024, with a CAGR of 15.21%, providing further opportunities for voice recognition [10] Future Trends - The industry is expected to focus on multi-language support, multi-modal integration, and deeper fusion with natural language processing and emotional computing [22][24][25] - Continuous advancements in technology will likely enhance the accuracy, response speed, and application scenarios of voice recognition systems [11][22]
深交所组织上市公司赴韩路演 韩国投资者对中国市场信心增强
Shang Hai Zheng Quan Bao· 2025-09-25 18:14
Group 1 - The event "Investing in New Opportunities in China" was held in Seoul, showcasing five Shenzhen-listed companies to over 60 Korean investors, highlighting the companies' operational status, investment value, and future development plans [1] - Korean investors expressed increased confidence in the Chinese market, recognizing the innovative vitality and development potential of Chinese enterprises through direct communication with company management [1][2] - Chinese companies are seen as transitioning from "technology followers" to "standard setters" in the global value chain, particularly in sectors like semiconductors, due to their strong R&D investments [2] Group 2 - The rapid development of China's technology innovation has led to the emergence of globally influential tech products, supporting the optimization of China's asset valuation system [3] - The stability and growth potential of China, as the world's second-largest economy, make it a preferred market for international investors amid rising geopolitical risks and economic uncertainties [3] - The event is part of a series organized by the Shenzhen Stock Exchange to enhance mutual understanding and trust between domestic companies and foreign investors, thereby boosting confidence in Chinese assets [4] Group 3 - The Shenzhen Stock Exchange plans to continue enhancing market attractiveness and inclusivity, aiming to create a favorable environment for global investors to participate in the Chinese capital market [5]
中国资产,闪耀首尔!韩国机构:看好发展潜力!
Zheng Quan Shi Bao· 2025-09-25 15:47
Group 1 - The event "Investing in New Opportunities in China" was held in Seoul, featuring five Shenzhen-listed companies from sectors like artificial intelligence, information technology, and new energy [1][3] - Korean investors expressed increased confidence in investing in the A-share market after direct communication with the management of Shenzhen-listed companies, highlighting the innovative vitality and development potential of Chinese enterprises [1][3][8] - The event is part of a series aimed at enhancing the attractiveness and inclusivity of the capital market, with plans for continued engagement with international investors [1][4] Group 2 - The participating companies showcased their investment value through operational data and future plans, emphasizing their competitive advantages in the global supply chain, market space, and technology commercialization capabilities [3][4] - Korean investors noted that Chinese companies are transitioning from "technology followers" to "standard setters," indicating a growing importance in the global value chain [3][4] - The event's success reflects the increasing recognition of Chinese assets among Korean institutional investors, particularly in the context of rising geopolitical risks and economic uncertainties [7][8] Group 3 - The participating companies, including Keda Xunfei and Greenme, highlighted their localization efforts and technological innovations in overseas markets, enhancing their international competitiveness [5][6] - Korean investors are increasingly focusing on non-U.S. markets, recognizing China's advancements in AI and robotics, which are seen as pivotal for future technological competition [8][9] - The overall sentiment among Korean investors is optimistic regarding the long-term development prospects of Chinese companies, particularly in sectors like robotics, AI, new energy, and consumer electronics [8][9]
中国资产,闪耀首尔!韩国机构:看好发展潜力!
证券时报· 2025-09-25 15:44
Core Viewpoint - The article highlights the successful roadshow event held by Shenzhen Stock Exchange in Seoul, showcasing the investment potential of five Shenzhen-listed companies in the fields of artificial intelligence, information technology, and new energy, which has enhanced Korean investors' confidence in the Chinese market [2][4][10]. Group 1: Event Overview - On September 25, 2025, Shenzhen Stock Exchange hosted the "Investing in New Opportunities in China" roadshow in Seoul, featuring executives from five companies: iFlytek, Grinmei, Dongshan Precision, Shuanghuan Transmission, and Guangxun Technology [2]. - The event was attended by over 60 Korean investors who engaged in deep discussions with company management about operational performance, investment value, and future development plans [2][4]. Group 2: Investment Value Presentation - The roadshow focused on three cutting-edge sectors: artificial intelligence, information technology, and new energy, with companies presenting their operational data and future strategies to showcase their investment value [4]. - Korean investors expressed that face-to-face communication allowed them to perceive the innovative vitality of Chinese enterprises and gain a more intuitive understanding of the development of new productive forces in China [4][10]. Group 3: Competitive Advantages of Chinese New Productive Forces - The unique competitive advantages of Chinese new productive forces that attract Korean capital include a globally unique supply chain system, vast market space, and the ability to commercialize cutting-edge technologies [5]. - Korean investors noted that Chinese companies are transitioning from "technology followers" to "standard setters," establishing significant positions in the global value chain through high-intensity R&D and patent strategies [5][8]. Group 4: Global Competitiveness of Shenzhen Companies - In the context of global industrial chain restructuring, the development of Chinese new productive forces is expected to promote the globalization of the Chinese economy and attract more foreign investment [7]. - Companies like iFlytek and Grinmei have successfully localized operations and innovated technologies in overseas markets, enhancing their international competitiveness and sustainable development potential [8]. Group 5: Recognition of Chinese Assets by Korean Institutions - The event's positive reception underscores the attractiveness of the Chinese market, with Korean investors increasingly recognizing the rapid technological innovation in China and its potential for long-term investment [10][11]. - Korean institutions are gradually shifting their asset allocation focus towards non-U.S. markets, acknowledging China's advancements in AI and robotics, and forming a consensus on China's leading position in future technological competition [10].
科大讯飞等5家深市公司:韩国路演增强韩企A股投资信心
Sou Hu Cai Jing· 2025-09-25 14:26
Group 1 - The Shenzhen Stock Exchange held a roadshow in Seoul on September 25, aimed at enhancing the confidence of Korean investors in investing in A-shares [1][2] - Five companies from the Shenzhen market, including iFlytek and Grinmei, participated in the roadshow, engaging with over 60 Korean investors [1][2] - The participating companies presented their business operations, investment value, and development plans, showcasing the achievements in the new productivity sector of the Shenzhen market [1][2] Group 2 - Korean investors expressed that face-to-face communication with company management provided them with a more intuitive understanding of the development trends in China's new productivity sector [1][2] - This interaction has further strengthened their confidence in investing in the A-share market [1][2]
ST华通:间接投资摩尔线程,投资比例较小
Xin Lang Cai Jing· 2025-09-25 13:26
ST华通在互动平台表示,公司通过旗下二级全资子公司上海盛趣数盟企业管理有限公司所投资的产业 基金间接投资了摩尔线程智能科技(北京)股份有限公司,穿透后的持股比例约为0.35806%。公司对 其的投资比例较小,相关投资事项对公司业绩无重大影响。 ...
深交所首尔“带货” 韩国投资者瞄准中国AI、机器人资产
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 12:32
Group 1 - The event "Investing in New Opportunities in China" held by Shenzhen Stock Exchange in Seoul showcased five companies from sectors like AI, information technology, and new energy, enhancing investor confidence in A-shares through direct communication with company executives [1][6] - Korean investors expressed a strong recognition of China's innovative capabilities and development potential, particularly in the context of global supply chain restructuring and the shift from "technology following" to "standard setting" by Chinese firms [4][5] - The event is part of a broader initiative by Shenzhen Stock Exchange to promote Chinese companies abroad, with over a hundred companies participating in global roadshows to enhance mutual understanding and trust [6][7] Group 2 - Companies like iFlytek and Greenme have demonstrated significant technological breakthroughs through high R&D investments, contributing to their core competitiveness and attracting investor interest [4][5] - Korean institutional investors are increasingly focusing on non-U.S. markets, recognizing China's advancements in AI and robotics, which are seen as pivotal for future technological competition [6][7] - The overall sentiment among Korean investors is optimistic regarding the long-term development prospects of Chinese companies, particularly in the context of recovering A-share and Hong Kong markets [7]
深市上市公司全球路演来到首尔站 韩国投资者看好中国创新机遇
Zheng Quan Ri Bao Zhi Sheng· 2025-09-25 12:11
Group 1 - The event "Investing in New Opportunities in China" was held in Seoul, showcasing five Shenzhen-listed companies from sectors like AI, information technology, and new energy, which engaged with over 60 Korean investors [1] - Korean investors expressed a deeper understanding of the innovation vitality and development potential of Chinese companies through direct communication with management [1][3] - Companies like Keda Xunfei and Gree New Energy highlighted their latest technological breakthroughs achieved through high R&D investments, indicating a shift from "technology following" to "standard setting" in the global value chain [2][3] Group 2 - The integration of international strategies with localized operations has enhanced the competitiveness of Chinese companies in the global market, attracting significant attention from foreign investors [2][3] - Korean institutional investors recognized China's rapid technological innovation, particularly in AI and robotics, and formed a consensus on China's leading position in future tech competition [3][4] - The event is part of a series organized by the Shenzhen Stock Exchange to promote mutual understanding and trust between domestic companies and foreign investors, enhancing the appeal of Chinese assets [5][6]
国内外算力轮番表现叠加AI应用爆发,AI人工智能ETF(512930)涨超3.1%
Xin Lang Cai Jing· 2025-09-25 02:47
Group 1 - Alibaba officially announced a partnership with Nvidia for Physical AI at the 2025 Alibaba Cloud Conference, indicating a significant move in the AI sector [1] - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, encouraging innovation in AI terminal products such as smartphones, computers, and wearable devices [1] - The AI sector showed strong performance, with the AI theme index rising significantly, reflecting a positive market sentiment towards AI investments [1] Group 2 - As of September 25, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 2.98%, with notable gains in constituent stocks such as Kunlun Wanwei (up 13.74%) and Inspur Information (up 9.99%) [2] - The AI Artificial Intelligence ETF (512930) increased by 3.12%, with a recent price of 2.25 yuan, and has seen a cumulative increase of 3.03% over the past week [2] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, making it one of the lowest in comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 60.82% of the index, with companies like Xinyi Technology and Cambricon leading the list [3] - The top ten stocks include Xinyi Technology (6.52%), Zhongji Xuchuang (6.71%), and Cambricon (6.45%), indicating a concentration of investment in these key players [5]
9月发放145款国产游戏版号,线上消费ETF基金(159793)涨超1.2%
Xin Lang Cai Jing· 2025-09-25 02:11
Group 1 - The National Press and Publication Administration approved 145 domestic online games as of September 24, 2025, indicating a positive trend in the gaming industry [1] - The CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) rose by 0.51% as of September 25, 2025, with notable increases in stocks such as Perfect World (up 4.72%) and Kying Network (up 3.77%) [1] - The Online Consumption ETF Fund (159793) increased by 1.21%, reaching a latest price of 1.17 yuan, and has seen a cumulative rise of 4.81% over the past two weeks [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index accounted for 51.84% of the index, with Tencent Holdings and Alibaba-W being the top two [2] - The weightings of the top ten stocks include Tencent Holdings at 9.65%, Alibaba-W at 9.25%, and Meituan-W at 8.37%, reflecting their significant influence on the index [4]