我国人工智能企业数量超5300家，全球占比达15％

Core Insights - The artificial intelligence (AI) industry in China is projected to exceed 900 billion yuan in 2024, representing a year-on-year growth of 24% [1] - By September 2025, the number of AI companies in China is expected to surpass 5,300, accounting for 15% of the global total, creating a comprehensive industrial system covering foundational layers, model frameworks, and industry applications [1] Industry Breakdown - The AI industry is categorized into three layers: foundational layer, model framework layer, and application layer [1] - In 2024, the foundational layer is expected to generate revenue of 309.9 billion yuan, reflecting a year-on-year growth of 54% [1] - The model framework layer is projected to reach 31.5 billion yuan, with an 18% year-on-year increase [1] - The application layer is anticipated to generate 566.5 billion yuan, showing a 13% year-on-year growth [1] - Smart hardware, including AI smartphones, AI computers, and intelligent connected vehicles, is experiencing rapid growth [1] Key Trends and Challenges - The "2025 AI Industry Top Ten Keywords" were released, highlighting trends such as foundational supermodels, more autonomous intelligent agents, and AI reshaping software [1] - The transition from "embodied intelligence" in experimental settings to practical applications faces challenges like the lack of high-quality data, difficulties in model generalization, and soft-hard collaboration [2] - The Ministry of Industry and Information Technology's AI Standardization Technical Committee has made progress in developing industry standards, with 167 proposals collected and 20 standards promoted in collaboration with the China Communications Standards Association [2]