国产软件关键领域获新突破

Core Insights - In 2025, domestic software achieved significant breakthroughs in key areas, with notable performance in foundational software, database applications, and industrial software driven by AI integration [1][2][6] Software Industry Performance - The software and information technology service industry in China generated revenue of 139,777 billion yuan, reflecting a year-on-year growth of 13.3% [1] - Profit totaled 16,954 billion yuan, with a growth of 6.6% year-on-year, while software exports reached 56.89 billion USD, marking an 8.1% increase [1] Innovation and Development - The software industry saw continuous innovation, with the Harmony OS installed on nearly 1.2 billion devices, showcasing resilience in a complex environment [2] - AI-driven software development and intelligent solutions significantly contributed to revenue growth, alongside a strong domestic market demand and favorable policy environment [2][3] Revenue Growth Factors - From January to November 2025, software product revenue reached 2.95 trillion yuan, up 11.4% year-on-year, driven by ongoing digital transformation and the integration of new technologies like AI [3] - The dual maturity of demand and supply sides has stabilized revenue growth, with enterprises increasingly investing in software that enhances efficiency and risk management [3] AI as a Growth Driver - AI applications are reshaping software production methods and delivery models, with significant improvements in operational efficiency and product innovation [4][5] - The integration of AI technologies is expected to create new market opportunities, particularly in sectors like finance, manufacturing, and energy [5][6] Future Outlook - The software business is projected to maintain over 10% growth in 2026, driven by AI applications and innovations in information technology [6][7] - Key factors for future growth include the deepening implementation of AI initiatives, ongoing software localization efforts, and continuous investment in system upgrades [7]