IPO研究 | 中国AI市场预计2029年将增至2.9万亿元，渗透率同步增到51%

Group 1 - Wisdom Interconnect Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities and Jianyin International as joint sponsors [1] - Established in June 2015, Wisdom Interconnect is a leading provider of artificial intelligence technology and spatial intelligent solutions in China, particularly focused on urban traffic management [1] - According to Frost & Sullivan, Wisdom Interconnect ranks fourth in China's smart transportation industry by revenue in 2024, holding a market share of 6.6%, and ranks first among spatial intelligent roadside solution providers with a market share of 19.3% [1] Group 2 - The global AI market is expected to grow significantly, from approximately RMB 596.52 billion in 2019 to RMB 3,096.61 billion in 2024, with a compound annual growth rate (CAGR) of 39.0% [2] - All major regions are projected to see their AI market sizes grow at least fivefold from 2019 to 2024, with the Middle East experiencing the fastest growth, nearly sixfold [2] - North America leads the market share at 56.0%, followed by China at 25.5% [2] Group 3 - The AI market is projected to reach RMB 10,702.6 billion by 2029, with a CAGR of 27.0% from 2025 to 2029, indicating sustained growth driven by the increasing adoption of AI across various industries [3] Group 4 - China's AI market is expected to expand from RMB 137.2 billion in 2019 to RMB 789.6 billion in 2024, with a CAGR of 41.9% [5] - This growth is attributed to supportive government policies, abundant data resources enhancing algorithm improvements, and rising demand for AI-driven solutions in key sectors such as transportation, finance, and healthcare [5] - The market is anticipated to grow from RMB 1,068.3 billion in 2025 to RMB 2,943.2 billion by 2029, with a CAGR of 28.8% [5] Group 5 - The penetration rate of AI in China is expected to reach 51.0% by 2029, reflecting a significant transformation from experimental stages to broader mainstream implementation [6]