年度盘点 | 回看2025：ICT产业正领航“经济上行”的美？

Core Insights - The global ICT industry is undergoing a technological race that will shape its landscape for the next decade, with a focus on AI computing power and 6G development in Europe and the US, while emerging markets accelerate digital infrastructure implementation [1] - The year 2025 marks a pivotal point for the ICT industry, transitioning from the "14th Five-Year Plan" to the "15th Five-Year Plan," driven by technological iteration, policy empowerment, and market forces [1][2] - Key technologies such as artificial intelligence, embodied intelligence, low-altitude economy, and satellite internet are moving from conceptual stages to practical applications, becoming essential engines for industrial upgrades and economic vitality [1][2] Technological Developments - Key technologies that gained traction in 2025 include artificial intelligence, low-altitude economy, embodied intelligence, satellite internet, and 5G-A, which have seen significant progress in industrialization, standardization, and ecosystem development [3] - Artificial intelligence has advanced towards deep integration and industry empowerment, with domestic models like DeepSeek achieving breakthroughs in open-source ecosystems and technical iterations, facilitating practical applications across various sectors [3] - The robotics industry is experiencing upgrades towards intelligence and collaboration, with companies like Yushu Technology and Zhiyuan Robotics leading in autonomous core components and breaking the monopoly of foreign brands [3] Economic Contributions - The hot technologies of 2025 are not only driving technological progress but also releasing significant value in economic growth, job creation, and industrial upgrades [6] - Emerging industries are becoming the main growth engine, with the core industry scale of artificial intelligence expected to exceed 1.2 trillion yuan in 2025, and the embodied intelligence market projected to reach 5.295 billion yuan, growing at over 50% [6][7] - The low-altitude economy is anticipated to reach a market size of 1.5 trillion yuan by 2025, with expectations to surpass 2 trillion yuan by 2030, indicating a robust industrial ecosystem [6] Future Outlook - The continued development of ICT technologies will depend on aligning with national strategic deployments, enhancing industrial ecosystem maturity, and ensuring sustainable business models [9][10] - Key technologies such as artificial intelligence, embodied intelligence, low-altitude economy, and satellite internet are expected to be focal points for the ICT industry in 2026 and beyond, aligning with national strategies and market demands [11] - The ICT industry has demonstrated a path of "technological breakthroughs—industrial landing—value transformation," showcasing strong innovation vitality and translating into tangible economic and social benefits [13]