沙利文：2025H1中国智慧零售市场规模破百亿，腾讯领跑

Core Insights - The report by Frost & Sullivan highlights the comprehensive service value created by physical retail enterprises in digital transformation and omnichannel operations [1] - The overall market size of China's smart retail is projected to reach 10.7 billion RMB in the first half of 2025, with significant concentration among leading platforms [1] - Tencent holds the largest market share at 25.3%, with the top three platforms accounting for nearly 60% of the total market [1] - The report forecasts a substantial growth in the smart retail sector driven by the explosion of AI technology applications, with a projected market size of approximately 64.5 billion RMB by 2030 and a compound annual growth rate (CAGR) of 22% [1] Market Overview - The smart retail market in China is expected to reach 10.7 billion RMB in H1 2025 [1] - The top three platforms dominate the market, with a combined share of nearly 60% [1] Future Projections - By 2030, the smart retail market is anticipated to grow to around 64.5 billion RMB [1] - The CAGR for the smart retail market from 2025 to 2030 is projected at 22% [1] Technology Impact - The application of AI technology is expected to enhance growth momentum in smart retail, particularly in replenishment, inspection, marketing, and customer service [1]