IFLYTEK(SZ:002230) 36氪·2025-11-03 09:34Core Insights - The article emphasizes that the Chinese large model industry is undergoing a significant transformation driven by technological iteration and ecological restructuring, with the market expected to reach 29.416 billion yuan in 2024 and exceed 70 billion yuan by 2026 [4][41]. - The CBDG four-dimensional ecosystem (Consumer, Business, Device, Government) is identified as a new paradigm for the development of large models in China, shifting competition from single-point technology to comprehensive ecosystem building [3][9]. Industry Overview - The large model is positioned as a strategic core and key engine for the development of artificial intelligence, facilitating the transition from isolated algorithm innovations to a holistic intelligent ecosystem [28][30]. - The Chinese large model industry is characterized by a complex competitive landscape, with participants categorized into five main types: internet/technology giants, model-focused newcomers, vertical industry players, AI 1.0 transformers, and research institutions [13][14]. CBDG Four-Dimensional Ecosystem - The CBDG model reveals that the four dimensions (Consumer, Business, Device, Government) are deeply interconnected, forming an organic whole that drives the growth of the large model industry [59]. - Consumers are seen as the source of demand and innovation, providing vast data and feedback that accelerate the transition from usable technology to practical products [59]. - Businesses serve as the core of value creation and implementation, with strong market demand driving the integration of large model technology with industry-specific knowledge [59]. Competitive Landscape - The competitive dynamics in the large model sector are shifting towards a comprehensive capability contest, focusing on ecosystem building, technological research and development, industry empowerment, commercial monetization, and innovation expansion [9][12]. - The article outlines a framework for evaluating the competitiveness of large model enterprises, which includes ecological construction, technological research and development, industry empowerment, commercial monetization, and innovation expansion [11]. Future Trends - The article predicts that the future of large models will lead to advancements from multimodal cognition to embodied intelligence, becoming a crucial link between the virtual and physical worlds [20][36]. - The market for multimodal large models is expected to grow significantly, with applications in digital humans, gaming, and other scenarios showing strong growth potential [4][41]. Policy Framework - China's large model industry policies are evolving towards a four-pronged development framework: innovation-driven, foundational strengthening, scenario-driven, and safety governance [6][36]. - The article highlights the importance of a supportive policy environment that fosters continuous evolution and addresses the need for responsible governance alongside innovation [36][37].