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人工智能重磅报告,最新发布!
证券时报·2025-10-18 13:19

Core Insights - The user base of generative artificial intelligence (AI) in China reached 515 million by June 2025, doubling in size within six months, with a penetration rate of 36.5% [1][3] - Over 90% of users prefer domestic generative AI models, indicating strong support for local technology [4] User Growth and Demographics - The user base of generative AI saw a significant increase of 266 million users in the first half of 2025, marking a growth rate of 106.6% [3] - The core user demographic consists of young individuals under 40, who make up 74.6% of users, and those with higher education (college degree or above) account for 37.5% [3] Application and Industry Development - Generative AI is being widely adopted across various sectors, with applications in intelligent search, content creation, office assistance, and smart hardware, as well as in agriculture, manufacturing, and scientific research [4] - As of August 2025, there were 538 registered generative AI services and 263 applications or features documented in China [4] Industry Structure and Innovation - China has established a comprehensive AI industry system covering foundational layers, frameworks, models, and applications, with a supply chain that includes chips, computing power, data, platforms, and applications [5] - The country leads globally in AI patent applications, with 1.576 million applications accounting for 38.58% of the global total as of April 2025 [5] Government Initiatives and Future Goals - The State Council's recent policy emphasizes the application-oriented development of AI, aiming for deep integration with six key sectors by 2027 and a significant increase in the adoption of new intelligent terminals and agents [7] - By 2030, the goal is for AI to fully empower high-quality development, with a target adoption rate of over 90% for new intelligent applications [7] Sector-Specific Applications - In the securities sector, companies like招商证券 are integrating AI into wealth management and research services, enhancing customer interaction and operational efficiency [8] - In the entertainment industry, 三七互娱 is leveraging AI for game development, including 2D graphics, customer service, and localized content [8] - In the industrial sector, 华盛昌 has developed a deep sensing model for measurement applications, enhancing operational efficiency and digital management in manufacturing [9]