Core Insights - The integration of new technologies like artificial intelligence (AI) is rapidly transforming consumer behavior and market dynamics, as highlighted in the recent implementation plan aimed at enhancing the adaptability of supply and demand in consumer goods [1] - The Ministry of Industry and Information Technology (MIIT) emphasizes the need for AI to go beyond mere technical demonstrations, focusing on user insights, market trends, and business model construction to create actionable products and services [1][2] Industry Developments - AI applications in the consumer goods sector are already showing results, particularly in the home appliance industry, where smart appliances can generate shopping lists based on user behavior, enhancing convenience [2] - In the apparel sector, AI is reshaping production and consumption models by predicting fashion trends and enabling flexible production, catering to diverse consumer needs [2] - The MIIT is promoting the penetration of AI into various consumer scenarios to create new experiences and stimulate demand, having already identified 213 application scenarios for digital technology to enhance product variety, quality, and branding [2] Market Trends - The AI integration is accelerating in specific areas such as smart homes and health care, with initiatives aimed at creating interconnected smart living experiences and enhancing elderly care services [3] - The consumer experience is becoming a central demand, with AI significantly improving personalization and engagement in consumption scenarios [3] - As of mid-2023, the user base for generative AI products in China reached 515 million, indicating strong market demand for AI-driven consumer products [3] Financial Projections - The AI terminal market in China generated sales revenue of 34.41 billion yuan in 2023, with projections to reach 1,481.23 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of 37.33% from 2024 to 2030 [5] - The global AI market is also experiencing rapid growth, with its size increasing from $1.917 trillion in 2019 to $4.7327 trillion in 2023, and expected to exceed $11.6 trillion by 2027 [6] - The investment in generative AI within the retail and consumer goods sectors is accelerating, indicating a shift from being a supplementary tool to a core driver of long-term business strategy [6]

Group 1 - The 2025 Global AI Terminal Expo and the 6th Shenzhen International AI Exhibition will be held from May 22 to 24, focusing on the entire AI industry chain with over 1,000 AI terminal products and cutting-edge technologies on display [1] - The exhibition will cover five core areas: core technology, large model integrated machines, application scenarios and industry solutions, smart terminals, and human-machine interaction [1] - Major exhibitors include leading domestic AI companies such as Huawei, TCL, and ZTE, as well as international representatives from the USA, Japan, Belgium, Malaysia, and Argentina [1] Group 2 - Shenzhen has established itself as a hub for AI innovation, led by companies like Huawei and Tencent, and is home to several national and provincial AI research institutions [2] - The city has launched an action plan to accelerate the development of the AI terminal industry, with a fund of 5 billion yuan aimed at enhancing the global AI terminal market [2] - Shenzhen's AI terminal industry cluster is expected to reach an added value of 204.55 billion yuan in 2024, reflecting a year-on-year growth of 9.9% [3] Group 3 - Shenzhen's AI industry chain encompasses key segments including chips, models, hardware, and applications, showcasing a strong industrial capability [3] - The city has released nearly 200 "city + AI" application scenarios, building a comprehensive service system for public, enterprise, and urban operations [3] - Companies like SenseTime are set to launch new AI terminal products at the exhibition, aiming to elevate the technology level in the smart terminal industry [3]