“人工智能+”背后的消费潜力

Core Insights - Consumption is a fundamental driver of economic growth, and artificial intelligence (AI) is a key tool for enhancing consumption [1] - The Chinese government has issued guidelines to accelerate the implementation of "AI+" actions to improve consumption quality and expand new service consumption scenarios [1][4] - The shift in consumer behavior from product consumption to service consumption is significant, with service consumption contributing 63% to overall consumption growth in 2024 [2] Group 1: Economic Impact - The contribution of consumption to China's GDP growth reached 52.3% in Q2 2025, highlighting the importance of service consumption as a core driver [2] - China's population exceeds 1.4 billion, with a per capita GDP of over $13,000, making it one of the largest and most potential-rich consumer markets globally [1] - The transition from "quantity expansion" to "quality enhancement" in consumption is expected as per capita GDP surpasses $10,000 [1] Group 2: AI Integration in Consumption - AI technology is acting as a catalyst for consumption, with products like smart connected vehicles, robots, and wearable devices gaining popularity [1] - The consumption of tokens in AI applications has surged from 100 billion daily calls at the beginning of 2024 to over 30 trillion by mid-2025, indicating rapid growth in AI application scale [3] - AI is being integrated into various service sectors, such as home services and healthcare, enhancing user experience through personalized solutions [3] Group 3: Policy and Development Trends - The guidelines propose fostering a broader and richer intelligent service industry, promoting smart applications, and developing a smart product ecosystem [4] - Four development trends are identified: upgrading from "functional experience" to "cognitive emotion," from "one-size-fits-all" to "personalized," from "auxiliary tools" to "intelligent partners," and from "single business" to "cross-industry integration" [4] - The government plans to promote the adoption of smart terminals and introduce policies to enhance digital consumption and "AI+ consumption" [5]