大模型产业：全链条突破 全场景落地

Core Insights - The rapid advancement of AI large models in China has led to significant transformations across various industries, with the country contributing over 40% of the global total of 3,755 large models [1][2] - China's AI large models are now at the forefront of global development, with parameters reaching hundreds of billions and some models achieving international leadership in performance [2][3] - The application of large models is expanding rapidly, with over 3.1 billion registered personal users and 159 million API calls, indicating a robust growth in AI application usage [4][5] Technological Innovation - The development of AI large models has been propelled by breakthroughs in computing power, algorithms, and data, establishing them as a key driver of AI advancement [2] - China's AI large model DeepSeek-R1 has gained international recognition, showcasing the country's innovative capabilities in the AI field [2] - Domestic AI computing chips are emerging rapidly, enhancing the performance and ecosystem necessary for large model development [2][3] Data Supply and Open Source Development - The supply of high-quality Chinese training data is improving, with over 60% of models utilizing Chinese data, and some reaching 80% [3] - Daily token consumption in China has surged from 100 billion to over 30 trillion, reflecting the rapid growth of AI applications [3] - The open-source approach adopted by many domestic large models is fostering a shared ecosystem and contributing to global open-source development [3] Application Scenarios - Large models are being integrated into various sectors, including education, finance, and healthcare, demonstrating their versatility and effectiveness [4][5] - In education, AI virtual teachers powered by large models are providing personalized feedback to students, enhancing learning experiences [4] - The steel industry is leveraging large models for intelligent scheduling, significantly improving operational efficiency [5] Economic and Social Impact - The integration of large models into economic and social development is transforming production and lifestyle, creating new business models and opportunities [5] - As China's innovation capabilities in AI continue to grow, the penetration of large models into everyday life is expected to increase, driving intelligent development across the economy [5]