Core Insights - The Chinese large model industry is transitioning from a "technical frenzy" to a more profound "systematic competition" by 2025, with a focus on ecosystem construction and multi-dimensional competition rather than just parameter scale and benchmark rankings [1][2] - The report highlights the "CBDG four-dimensional ecosystem" (Consumers, Businesses, Devices, Government) as a new paradigm for the industry, emphasizing that success depends on efficient interaction across these dimensions [2] Market Overview - The large model market in China is projected to reach CNY 294.16 billion in 2024, representing a 62% year-on-year growth from 2023, and is expected to exceed CNY 700 billion by 2026, with multi-modal models being the main growth driver [7][8] - Multi-modal models are expected to account for CNY 156.3 billion in 2024, making up 53% of the overall market, with key application scenarios including digital humans (24%), gaming (13%), and advertising (13%) [7] Policy Evolution - The development of large models in China has been guided by policy, which has evolved through three key phases: strategic establishment (2017-2020), system construction (2020-2023), and regulatory leadership (2023-2025) [8][10] - Recent policies focus on balancing innovation with safety, establishing a framework for "innovation-driven, foundational reinforcement, scenario-driven, and safety governance" [8] Ecosystem Paradigm - The CBDG ecosystem is characterized by interdependent relationships that create a self-reinforcing cycle, where government policies guide business implementations, businesses develop solutions that serve consumers and devices, and feedback loops optimize these solutions [11][19] - The consumer end serves as a testing ground for application innovation, while the business end is crucial for monetizing technology [14][15] Competitive Landscape - The report outlines a five-dimensional evaluation system for assessing the competitiveness of large model companies, focusing on ecosystem construction, technology research and development, industry empowerment, commercial monetization, and innovation expansion [21] - Companies are encouraged to shift from merely attracting developers to enhancing ecosystem activity and practical performance [24][25] Future Trends - The report predicts three major transformations in the large model industry from 2025 to 2026: a shift from multi-modal cognition to embodied intelligence, a restructuring of the value chain towards application layers, and a balanced approach to safety and innovation in governance [45][46][47] - The industry is expected to see increased collaboration among major players, with a focus on integrating large models into various sectors such as manufacturing and education [47]

Core 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].

Core Insights - The Chinese large model industry is undergoing a significant transformation driven by technological iteration and ecological reconstruction, with the market size expected to reach 29.416 billion yuan in 2024 and exceed 70 billion yuan by 2026 [1][36] - The competition logic in the large model market is shifting from single-point technical or product confrontations to a multi-dimensional systemic competition encompassing ecological construction, technological research and development, and industry empowerment [1][4] - The CBDG four-dimensional ecosystem (Consumers, Businesses, Devices, Government) is becoming a new paradigm for the development of large models in China, emphasizing the importance of understanding this model to grasp market growth logic [4][51] Industry Overview - The large model has become a strategic pillar for technological innovation and industrial security in China, with policies evolving towards an "innovation-driven, foundational strengthening, scenario-driven, and safety governance" framework [2][31] - The market is characterized by a diverse and 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 [10][11] Market Dynamics - The multi-modal large model market is projected to reach 15.63 billion yuan in 2024, with significant growth in applications such as digital humans and gaming [36] - The competition is transitioning from scale-driven to structural innovation, with multi-modal integration and intelligent agent evolution becoming focal points [34][45] Business Models - Large model commercialization is entering a systematic phase, with companies leveraging API calls, model licensing, industry solutions, and value-added services to create a closed-loop value system [39][40] - The API calling model is the most prevalent commercialization method, allowing companies to provide model capabilities through standardized interfaces and charge based on usage [39] Future Trends - The large model industry is expected to drive the evolution of artificial intelligence from multi-modal cognition to embodied intelligence, becoming a core hub connecting the virtual and physical worlds [16][30] - The embodied intelligence market in China is projected to reach 400 billion yuan by 2030, with significant applications in robotics and autonomous driving [45][46]