Group 1 - The generative artificial intelligence (AI) market is experiencing significant growth, with the global market size reaching approximately $36.06 billion in 2024, a 76% increase from the previous year. It is projected to reach $215.4 billion by 2028, with a compound annual growth rate (CAGR) of 56.33% from 2024 to 2028 [25][28]. - China is rapidly advancing in the AI sector, holding 36% of the world's large AI models as of Q1 2024, second only to the United States at 44%. The number of AI unicorns in China has reached 71, ranking second globally [17][20]. - The Chinese generative AI market is expected to grow from 17 billion yuan in 2023 to 1.09 trillion yuan by 2030, with a staggering CAGR of 93.41% [28][31]. Group 2 - The report highlights two key companies in the generative AI sector: Parallel Technology and Shuguang Data Innovation. Parallel Technology achieved revenue of 655 million yuan in 2024, a 32.07% increase year-on-year, and turned a profit with a net profit of 12 million yuan, up 114.32% [2][54]. - Shuguang Data Innovation focuses on liquid cooling data center infrastructure products, with significant revenue contributions from its cold plate and modular data center products, which accounted for 42.13% and 29.70% of its revenue in the first half of 2024, respectively [2][60]. - The AI software market in China is projected to reach $570 million in 2024, with expectations to exceed $850 million by 2025 and reach $3.54 billion by 2028, reflecting a CAGR of 57% from 2024 to 2028 [29][32].
北交所专题报告：生成式人工智能市场规模持续增长