政务大模型：智慧政务新时代，驱动治理数字化转型 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the government large model industry [3] Core Insights - The government large model industry is driven by advancements in artificial intelligence technology, particularly in big data processing and machine learning, which provide significant potential for improving government efficiency, optimizing public services, and enhancing social governance [4][16] - The market size of the government large model industry is expected to grow from 1.66 billion RMB in 2019 to 90.55 billion RMB by 2024, with a compound annual growth rate (CAGR) of 122.60% [26][27] - The industry is characterized by a rich variety of application scenarios, high customization related to government needs, and a requirement for continuous iteration and optimization [9][10] Summary by Sections Industry Definition - The government large model refers to a comprehensive model specifically applied in the government sector, utilizing AI technologies to analyze and mine complex data from government systems for targeted decision support [4] Industry Classification - The government large model industry can be classified into several categories based on functional characteristics, including government consulting models, auxiliary processing models, urban governance models, and agency operation models [4][5] Industry Characteristics - The industry features rich application scenarios, high customization, and a need for continuous iteration and optimization [9][10] Development History - The industry has evolved through four stages: the nascent stage (1950s-2000), the initiation stage (2000-2010), the rapid development stage (2006-2015), and the maturity stage (2016-2024) [10][14] Industry Scale - The market size of the government large model industry is projected to grow significantly, with a historical increase from 1.76 billion RMB in 2019 to approximately 49.31 billion RMB in 2023 [26][27] Policy Analysis - Government policies have played a crucial role in supporting the development of the government large model industry, including funding support and tax incentives [27][29] Competitive Landscape - The competitive landscape of the government large model market includes numerous participants, with leading companies like Huawei, Baidu, and Alibaba occupying the top tier due to their strong technological capabilities and market influence [35][36]