2025中国产业带发展趋势报告

Core Insights - In 2025, China's industrial belts will enter the AI-native era, where AI evolves from a cost-reduction tool to a central intelligence for supply chain transformation, facilitating a historic shift from "digitalization" to "intelligence" [1][6][10] - The macroeconomic environment is transitioning to an "effective supply" era, with policies, capital, and markets favoring companies that create real value, moving away from price competition towards product and service quality [12][13][14] - Regional development is characterized by a gradient pattern of "East high, Central fast, West broad," with Eastern regions housing intelligent factories, Central regions experiencing rapid digital growth, and Western regions forming new supply forces based on unique categories [25][26] Industry Trends - The three high-growth sectors identified are instant retail, customization, and cross-border trade, each leveraging core advantages of speed, specialization, and proximity to achieve scale [34][36] - The top ten active industries include pharmaceuticals, hardware tools, and bags, with a shift in competition focus from "product supply" to "scene response," indicating a demand for tailored solutions [39][40] - AI is deeply integrated across the entire process of research and design, production, supply chain management, and marketing, as evidenced by successful case studies of companies transforming from price wars to value-driven strategies [2][46] Future Outlook - The industrial belts are expected to transition from the "AI add-on" phase in 2024-2025 to the "AI symbiosis" phase in 2026-2027, ultimately achieving an "AI-native" state post-2028 [2][12] - Companies must embrace AI, ensure product quality and fulfillment certainty, and strategically position themselves in dual circulation markets to capitalize on industry dividends [2][12] - The B2B sector is projected to concentrate growth on companies that can deliver stable orders, direct user connections, and self-developed products, with only the top 1% of businesses meeting efficiency, compliance, and certainty standards expected to thrive [22][23][24]