2024年中国大模型行业价值应用探析（下）：突破边界，释放行业深层价值

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The development of internet technology provides necessary support for the advancement of large model technology, which in turn drives the evolution of internet technology and promotes collaborative progress across various industries [3][37] - The large model technology is reshaping core business scenarios in various sectors, including e-commerce, offline retail, education, legal services, real estate, and tourism, enhancing operational efficiency and service quality [4][49][53] Summary by Relevant Sections Internet Technology Industry - The internet technology industry in China shows significant innovation and development, with key indicators reflecting robust vitality. As of now, the number of 5G base stations has reached 2.645 million, the cloud computing market size has surpassed 455 billion yuan, and the artificial intelligence industry market size has reached 508 billion yuan [5][32] - The large model technology is expected to reshape the industry landscape and foster collaborative innovation with other key technologies [31] E-commerce Industry - The application of large model technology in the e-commerce sector enhances service quality, sales conversion, and operational efficiency through optimized intelligent customer service, precise user profiling, and demand forecasting [39] - By the end of 2022, the number of online shopping users in China reached 845 million, accounting for 79.2% of the total internet users, while online retail sales continued to grow, indicating an increase in individual purchasing power and consumption frequency [6][39] Offline Retail Industry - Large model technology empowers the offline retail sector by facilitating precise data analysis, supply chain management, and integration of smart hardware, leading to enhanced consumer insights and optimized service experiences [40] - Despite the growth of online sales, offline retail channels still dominate, holding nearly 70% of the market share [7][40] Education Industry - Large model technology transforms the education sector by generating intelligent teaching content, personalizing learning paths, assisting teaching decisions, and optimizing resource allocation, thereby improving teaching quality and efficiency [4][42] - The online education user base in China is projected to reach 440 million by 2023, reflecting a stable growth trend [43] Legal Industry - Large model technology automates legal data processing, analyzes legal texts, constructs legal knowledge graphs, and provides personalized legal services, enhancing efficiency and accuracy in the legal sector [44] - The legal services market in China reached 113.6 billion yuan in 2022, driven by increasing demand for legal services [45] Real Estate Industry - Large model technology aids the real estate sector through precise market forecasting, optimizing investment layouts, enhancing customer service experiences, and improving operational management [49] - The real estate market in China experienced significant structural adjustments in 2022, with government policies impacting investment demand [50] Tourism Industry - Large model technology leverages deep learning and big data analysis to predict tourism market trends and demands, optimize resource allocation, and enhance service quality [53] - The number of tourists in China significantly declined in 2020 due to external factors but has shown resilience in recovery post-pandemic [53]