Huan Qiu Wang·2025-10-29 11:00Core Insights - The report by IDC indicates a significant growth in China's MaaS and AI large model solution markets, with a total market size reaching 4.36 billion RMB in the first half of 2025 [1] - The MaaS market alone is projected to reach 1.29 billion RMB, showing a year-on-year growth of 421.2%, while the AI large model solution market is expected to reach 3.07 billion RMB, with a year-on-year growth of 122.1% [1][3] Market Dynamics - The AI large model solution market in China is primarily concentrated in sectors such as finance, government, energy, public utilities, and healthcare, with high demands for security, controllability, industry adaptability, and long-term operational capabilities [3] - Baidu Smart Cloud holds a 16.6% market share in the AI large model solution market, having gained favor from over 65% of central enterprises, all systemically important banks, and more than 800 financial institutions [3] Industry Applications - In the energy sector, Baidu's Wenxin large model has assisted the State Grid Corporation in launching the "Bright Power Large Model," which has established a unified open AI technology innovation platform, promoting drone inspections that cover 5 million towers annually and reducing manual tower climbing by 40% [4] - In public services, Baidu collaborated with the Ministry of Emergency Management to release the "Jiuan" emergency management large model, creating an intelligent system capable of risk identification and full-cycle emergency response [4] - In the financial sector, Baidu partnered with China Merchants Bank to support large model applications across multiple core business scenarios, achieving full parameter training of a 100 billion parameter model with just 32 servers [4] Technological Infrastructure - Baidu Smart Cloud has built an end-to-end AI cloud infrastructure, including self-developed Kunlun chips and the Baidu Baike AI computing platform, which meets enterprise needs for rapid, stable, and cost-effective large model deployment [5] - The Baidu Qianfan large model platform offers one-stop services for model and agent development, as well as data intelligence services, particularly leveraging unique Baidu AI search components [5] Market Leadership - Baidu Smart Cloud achieved a 24.6% market share in the AI public cloud service market, maintaining its position as the market leader for six consecutive years, with a total of ten accolades [6] - The revenue from Baidu's AI new business, including cloud services, reached 19.4 billion RMB in the first half of 2025, reflecting a year-on-year growth of 36% [6]