全球AI应用趋势年度报告2025年1月

Investment Rating - The report indicates a strong investment rating for the AI industry, highlighting a significant increase in investment scale, reaching a historical high of 482.9 billion RMB in 2024, which represents a year-on-year growth of 77.2% [30]. Core Insights - The AI industry has experienced rapid development since the release of ChatGPT in 2022, with generative AI and large language models making significant breakthroughs, leading to widespread application across various sectors [2][3]. - The report emphasizes the importance of regulatory frameworks, with the EU's AI Act being a landmark legislation that sets standards for AI development and governance globally [12][27]. - Investment trends show a shift towards quality over quantity, with an average investment amount per deal increasing significantly, indicating a more mature investment landscape focused on high-quality projects [30]. Summary by Sections Global AI Trends - The AI industry is witnessing explosive growth, with applications penetrating key sectors such as healthcare, finance, and manufacturing, and investment in the AI sector surpassing 400 billion RMB in 2024 [2][3]. Policy Situation - There is a noticeable regional disparity in AI policy development in China, with Guangdong, Zhejiang, and Beijing leading in the number of AI-related policies [21]. - A significant portion of AI policies (44%) focuses on computing power infrastructure, reflecting the growing demand for AI capabilities [24]. - The regulatory landscape is becoming more refined, with new guidelines and frameworks being established to ensure compliance and safety in AI applications [26][27]. Investment Situation - The total investment in the AI industry reached 482.9 billion RMB in 2024, marking a 77.2% increase from the previous year, despite a decrease in the number of investment deals [30]. - General models dominate the investment landscape, accounting for over 50% of total financing, indicating strong confidence in foundational AI capabilities [33]. - The ToB market is showing more maturity compared to the ToC market, which is still exploring viable business models [36]. AI Application Analysis - The total access volume for AI applications grew from 3.6 billion visits in January to 7.6 billion in December 2024, reflecting a 111% increase in user engagement [45]. - Chat assistant products led the access volume with over 40 billion visits, showing a significant increase of 116% compared to the previous year [49]. - The AI video sector also saw substantial growth, with access volume reaching approximately 2.5 billion visits, a 141.28% increase from 2023 [71].