“中国智造” 2025闪耀时刻：AI核心产业突破1.2万亿元

Core Insights - The year 2025 marked a significant surge in China's artificial intelligence (AI) industry, with over 6,000 AI companies expected and a core industry scale projected to exceed 1.2 trillion yuan [2][10] - The Ministry of Industry and Information Technology (MIIT) emphasized the integration of technological and industrial innovation, positioning AI as a strong driver for industrial economic growth [2][10] Industry Development - The MIIT plans to accelerate high-quality development in the AI sector, focusing on technological innovation, application integration, enterprise cultivation, ecosystem construction, and safety governance [11] - The AI chip industry is experiencing a boom, with several stocks reaching their daily limit up as of January 21 [11] AI in Manufacturing - The Chinese government aims to achieve deep integration of AI with six key sectors by 2027, with a target application penetration rate of over 70% for new-generation smart terminals and intelligent agents [12] - By 2025, the smart computing power in the industry reached 1,590 EFLOPS, and over 178 million AI glasses were shipped in the first three quarters of 2025, with nearly 80% being AI glasses [12] Smart Manufacturing - China has cultivated 15 leading smart factories, with AI penetrating over 70% of their business scenarios, leading to the development of over 6,000 vertical models and the application of more than 1,700 key smart manufacturing equipment and industrial software [13] - The MIIT plans to continue implementing smart manufacturing projects and support leading enterprises in exploring future manufacturing models [13] Humanoid Robots - The humanoid robot sector is experiencing rapid growth, with a market expected to reach 100 billion yuan by 2030, and over 140 companies producing humanoid robots with more than 330 products launched in 2025 [14] - The year 2025 is recognized as the year of mass production for humanoid robots, with advancements in technology and product quality being prioritized [14] Employment Concerns - The MIIT acknowledges that technological advancements may lead to job restructuring but emphasizes that this does not equate to job loss, advocating for the development of a workforce skilled in both AI and manufacturing [15][16]