Core Insights - The user base of generative artificial intelligence in China reached 515 million by June 2025, doubling in size within six months, with a penetration rate of 36.5% [1][2] - Over 90% of users prefer domestic generative AI models, indicating a strong preference for local technology [3] - The report highlights the rapid integration of generative AI across various sectors, enhancing efficiency and quality [3][4] User Demographics - The core user demographic consists of young individuals under 40, making up 74.6% of users, with 37.5% holding a college degree or higher [2] - The significant growth in user numbers is attributed to increased awareness and application of generative AI during key events like the Spring Festival [2] Industry Development - China has established a comprehensive AI industry system covering all layers from foundational to application, including chips, computing power, data, and platforms [4] - 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 [4] Application Expansion - As of August 2025, there are 538 registered generative AI services and 263 applications or features documented, showcasing the expanding application scenarios [3] - Generative AI is being utilized in various fields such as intelligent search, content creation, office assistance, and smart hardware, with ongoing exploration in agriculture, manufacturing, and scientific research [3] Government Initiatives - The State Council's recent policy emphasizes the application-oriented development of AI, aiming for deep integration with six key sectors by 2027 [5] - The policy outlines goals for AI to significantly enhance public governance and to achieve over 90% penetration of new intelligent terminals and agents by 2030 [5] Company Innovations - Companies like招商证券 are actively developing AI applications, such as the "招商证券天启大模型" for wealth management and research [6] - In the entertainment sector, 三七互娱 is integrating AI into gaming, enhancing user experience through AI-driven content creation and player engagement [6] - 华盛昌 has achieved milestones in the "AI + measurement" sector with its "DeepSense" model, providing advanced solutions for industrial clients [7]

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]