10月18日，中国互联网络信息中心（CNNIC）正式发布《生成式人工智能应用发展报告（2025）》 （以下简称《报告》）。根据《报告》，截至2025年6月，我国生成式人工智能用户规模达5.15亿人， 较2024年12月增长2.66亿人，用户规模半年翻番；普及率为36.5%。"生成式人工智能产品主要应用场景 包括回答问题、日常办公、休闲娱乐、创作内容等。其中，利用生成式人工智能产品回答问题的用户最 为广泛，达80.9%。"中国互联网络信息中心副主任张晓详细解读。生成式人工智能用户规模呈现爆发 式增长，折射出我国人工智能将从"可用"走向"好用"、从"试用"走向"常用"的趋势。 随着国内生成式人工智能技术相关产品日趋成熟，用户体验明显提升，国产生成式人工智能大模型得到 用户广泛青睐。根据《报告》，超九成用户首选国产大模型。 自2022年底OpenAI发布ChatGPT以来，生成式人工智能在文本生成领域取得显著进展，中国生成式人工 智能发展自此起飞，目前正逐渐融入我国各类群体的日常生活中，用户规模和普及率呈爆发式增长态 势。 《报告》数据显示，截至2025年6月，我国生成式人工智能用户规模达5.15亿人，较2024年 ...

Market Overview - The A-share market is experiencing a volume contraction and noticeable declines in the Shenzhen Component Index and the ChiNext Index, with expectations of a wide-ranging fluctuation phase in the short term while still being in an upward trend overall [1][5][6] Investment Recommendations - Short-term focus should be on defensive and consumer sectors, with significant value in the non-ferrous metals industry; long-term growth remains centered on technology, particularly in TMT (Technology, Media, and Telecommunications) and advanced manufacturing sectors [1][6][7][8] Regulatory Developments - The China Securities Regulatory Commission (CSRC) has revised the "Corporate Governance Guidelines for Listed Companies," effective January 1, 2026, to enhance governance standards among listed companies [2] Fiscal Policy - The Ministry of Finance will continue to advance the 2026 new local government debt limits to support major projects and bolster economic recovery [3] Industry Insights - The user base for generative artificial intelligence in China reached 515 million by June 2025, doubling in six months, indicating a significant growth trend in this sector [4] - The non-ferrous metals sector is highlighted for its strong configuration value due to supply-side contraction policies and new demand dynamics, with specific focus on gold, rare earths, copper, aluminum, and new energy metals [8] - Solid-state battery technology is gaining traction, with expectations for significant advancements in product performance and cost, presenting investment opportunities across the battery supply chain [10]

Core Insights - The report indicates that by June 2025, the user base for generative artificial intelligence in China is expected to reach 515 million, with a penetration rate of 36.5% [1] - The next phase of development for generative artificial intelligence is anticipated to yield new results in five areas: model integration, open-source community contributions, embodied intelligence for new user interactions, expansion of AI capabilities, and improved governance [1] User Growth and Demographics - The user base for generative artificial intelligence doubled in the first half of the year, increasing by 266 million users, representing a growth rate of 106.6% [2] - 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% [2] Domestic Model Preference - Over 90% of users prefer domestic generative AI models, reflecting the maturity and improved user experience of these products [2] - Generative AI is facilitating quality enhancement and efficiency improvements across various sectors [2] Regulatory and Application Landscape - As of August 2025, a total of 538 generative AI services have been registered, with 263 applications or features officially documented [3] - Generative AI is being widely applied in areas such as intelligent search, content creation, office assistance, and smart hardware, with ongoing exploration in agriculture, industrial manufacturing, and scientific research [3] Industry Development and Trends - The AI industry in China is expanding, with a complete industrial system covering foundational, framework, model, and application layers [4] - China leads globally in AI patent applications, with 1.576 million applications accounting for 38.58% of the global total as of April 2025 [4] - Embodied intelligence has emerged as a development hotspot, with significant investment and application in education, healthcare, and offline services [4]

Core Insights - The report by the China Internet Network Information Center (CNNIC) indicates that by June 2025, the user base of generative artificial intelligence (AI) in China is expected to reach 515 million, an increase of 266 million from December 2024, reflecting a growth rate of 106.6% [1][3][5] - The penetration rate of generative AI is projected to be 36.5%, which is an increase of 18.8 percentage points compared to December 2024 [3][4] - The report highlights that the primary application scenarios for generative AI include answering questions, daily office tasks, leisure and entertainment, and content creation, with 80.9% of users utilizing it for answering questions [4][5] User Demographics - The core user group of generative AI consists of young and highly educated individuals, with users aged 19 and below making up 33.8% of the total, while users aged 40 and above account for 25.4% [3][4] - Among generative AI users, those with higher education (college degree or above) represent 37.5%, significantly higher than the overall proportion of educated users in the internet population [4][5] Technological Advancements - As of April 2025, China holds the largest share of global AI patent applications, with 1.576 million applications, accounting for 38.58% of the total [5][6] - The report notes that domestic generative AI models are preferred by over 90% of users, indicating a strong domestic market for these technologies [5][6] Future Outlook - The development of generative AI is expected to progress in five key areas: model integration, open-source community contributions, embodied intelligence for new user interactions, expansion of AI capabilities, and improved governance [6] - The maturity of both technological and service capabilities in China's AI industry is seen as a solid foundation for large-scale applications, moving towards a new phase of "deep practical use" [6]

《报告》指出，生成式人工智能产品主要应用场景包括：回答问题、日常办公、休闲娱乐、创作内 容（包括文字、图片、音频、视频）等。其中，利用生成式人工智能产品回答问题的用户最为广泛，达 80.9%；而从用户的年龄结构来看，中低龄用户是生成式人工智能的主要使用群体。其中，19岁及以下 用户占比最高，达到33.8%。刘郁林表示，随着技术迭代加速，生成式人工智能已深度赋能制造、农 业、医疗等各行各业。 刘郁林：当前，生成式人工智能正在引领新一轮科技革命和产业变革。在一些场景下有望形成新的 生产方式，同时有助于推动科研范式的变革，降低了诸多产业领域的技术门槛，推动更多人参与生产和 创新。 《生成式人工智能应用发展报告（2025）》中显示，截至2025年6月，我国生成式人工智能用户规 模达5.15亿人，较2024年12月增长2.66亿人；普及率达到36.5%，较2024年12月提升18.8个百分点。 中国互联网络信息中心主任刘郁林：人工智能已经逐渐演变为"解决问题的工具"。效率大幅提升。 人工智能让普通人也能成为"创作者"，激发出用户的创作潜力。另外，以免费使用为主的商业模式和基 于自然语言的交互方式，极大降低了用户的使用门 ...

Group 1 - Suno, an AI music generation company, is negotiating to raise over $100 million at a valuation exceeding $2 billion, which has quadrupled from its previous valuation. The company has an annual recurring revenue exceeding $100 million and is currently resolving legal disputes with major record labels [2] - As of June 2025, the user base for generative artificial intelligence in China is projected to reach 515 million, an increase of 266 million users from December 2024, effectively doubling the user base in six months, with a penetration rate of 36.5% [2] - Apple CEO Tim Cook announced that Apple Intelligence is working to enter the Chinese market, emphasizing the transformative impact of artificial intelligence on people's lives [2] - Zhang Fan, former COO of Zhiyun AI, has launched a startup focused on developing large language models for specific tasks, having completed an angel round of financing with no significant premium in valuation [2]

Group 1 - The user base of generative artificial intelligence in China reached 515 million as of June 2025, an increase of 266 million from December 2024, with a penetration rate of 36.5% [2] - The General Administration of Customs reported that China's exports of rare earths and related products in September amounted to 10,538 tons, a year-on-year increase of 7.6%, with cumulative exports for the year reaching 95,875 tons, up 3.1% year-on-year [2] - The first large-scale ground-based centralized photovoltaic power generation project by the National Pipeline Network Group, located in Xinjiang, achieved grid connection and trial operation, promoting green and low-carbon development in the oil and gas industry [2] Group 2 - The Ministry of Finance announced that Guangdong Province successfully issued offshore RMB local government bonds in Hong Kong, totaling 7.5 billion yuan, marking the second consecutive year of such issuances [2] - The Xinjiang Uygur Autonomous Region's Commerce Department reported that 4,006 investment projects were executed in the first three quarters of the year, attracting 847.537 billion yuan in funds from outside the region, a year-on-year increase of 18.23% [2] - The Shanghai Stock Exchange aims to enhance the quality of listed companies and create a favorable environment for long-term capital inflow, aligning with national strategic goals for high-quality development [2]

本报北京10月18日讯(记者李芃达)中国互联网络信息中心18日发布《生成式人工智能应用发展报告 (2025)》(以下简称《报告》)。《报告》显示，截至今年6月份，我国生成式人工智能用户规模达5.15亿 人，普及率为36.5%。 生成式人工智能应用场景持续拓展，探索实践日趋深入，助力各领域发展提质增效。截至今年8月 份，我国累计有538款生成式人工智能服务完成备案，263款生成式人工智能应用或功能完成登记。生成 式人工智能被广泛应用于智能搜索、内容创作、办公助手、智能硬件等多种场景，在农业生产、工业制 造、科学研究等领域得到积极探索。 据了解，我国持续加强人工智能基础研究，同时突出应用导向，推动生成式人工智能技术不断向具 体应用场景纵深渗透。产业体系更加完备。目前，我国已形成覆盖基础层、框架层、模型层、应用层的 完整人工智能产业体系，产业链覆盖芯片、算力、数据、平台、应用等各相关环节；专利数量全球领 先。随着技术环境不断优化，我国在全球人工智能技术领域的话语权持续增强，已成为推动全球人工智 能技术创新的重要力量。截至今年4月份，我国人工智能专利申请量达157.6万件，占全球申请量的 38.58%，位居全球之首。 ...

Core Insights - The report by the China Internet Network Information Center indicates that as of June this year, the user base for generative artificial intelligence in China reached 515 million, with a penetration rate of 36.5% [1] - Domestic enterprises are actively investing in the research and development of generative AI technologies, with over 90% of users preferring domestic large models [1] - The application scenarios for generative AI are continuously expanding, with significant contributions to various fields such as agriculture, industrial manufacturing, and scientific research [1] Industry Development - China is strengthening its foundational research in artificial intelligence while emphasizing application-oriented approaches, leading to deeper penetration of generative AI technologies into specific application scenarios [2] - A complete artificial intelligence industrial system has been established in China, covering all relevant aspects including chips, computing power, data, platforms, and applications [2] - As of April this year, China has filed 1.576 million AI patent applications, accounting for 38.58% of the global total, positioning the country as a leader in AI patent filings [2]

Core Insights - The user base of generative artificial intelligence in China reached 515 million by June 2025, with a penetration rate of 36.5% [1] - The growth of generative AI users is explosive, with a 106.6% increase in the first half of 2025, adding 266 million users [2] - The core user demographic consists of young individuals under 40 and highly educated users, making up 74.6% and 37.5% of the user base respectively [2] User Growth and Demographics - The user base of generative AI has doubled in just six months, driven by significant advancements in domestic products and increased public interest during the Spring Festival [2] - Young and highly educated users are the primary demographic, indicating a shift towards a more tech-savvy user base [2] Preference for Domestic Models - Over 90% of users prefer domestic generative AI models, reflecting the maturity and improved user experience of local products [3] - Generative AI is being applied across various sectors, including intelligent search, content creation, and office assistance, with 80.9% of users utilizing it for answering questions [3] Industry Expansion and Innovation - China's AI industry is expanding, with a complete industrial system covering all relevant aspects from chips to applications [4] - The country leads globally in AI patent applications, holding 38.58% of the total, which enhances its influence in the AI technology sector [4] Emerging Trends in AI - Embodied intelligence has emerged as a key development area, with government support and increased investment in this sector [5] - The maturation of both technological and service capabilities positions China's AI industry for large-scale applications, transitioning towards a "deeply practical" phase [5]