计算机行业月报：中国AI超级周开启，算力呈现提价趋势

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating a positive outlook compared to the broader market [3][6]. Core Insights - The AI application landscape is rapidly evolving, with significant advancements expected in 2026, which will impact traditional sectors such as software, film, and media [6]. - Domestic AI models are increasingly competitive with international counterparts, particularly in terms of performance and cost, suggesting a potential shift in the global AI model competition landscape [6][39]. - The demand for AI inference is rising sharply, leading to increased pricing actions from model and cloud service providers, which benefits companies within the industry [6]. Industry Data Summary 1. Industry Data - The software industry in China is projected to generate revenues of 15.48 trillion yuan in 2025, reflecting a year-on-year growth of 13.2% [12]. - The IC design sector is expected to grow by 18.9% in 2025, while cloud computing and big data services are anticipated to grow by 13.6% [12][19]. - The information technology service revenue is expected to increase by 14.7%, further solidifying its share of the overall software business revenue [27]. 2. AI Developments - Major AI models are being released, with significant competition expected in the market, particularly with the upcoming launches of models like DeepSeek-V4 and others in February 2026 [33][38]. - The pricing of domestic models is significantly lower than that of international models, enhancing their attractiveness for various applications [39][41]. - The user engagement for AI applications is increasing, with notable growth in active users for platforms like Gemini and ChatGPT [44][49]. 3. Domestic Market Dynamics - Domestic chip manufacturers are expected to benefit from restrictions on foreign competitors, with companies like Huawei and Dawning making significant advancements in AI computing capabilities [6][19]. - The report highlights the increasing importance of AI model services (MaaS), with a projected market size of 17.7 billion yuan by 2030, growing at a compound annual growth rate of 72% from 2025 to 2030 [56].