2025中国人工智能产业投资机会研究报告

第六届跨国公司领导人 峰会THESIXTHQINGDAOMULTINATIONALSSUMMIT中国人工智能产业投资机会研究报告ResearchReportonInvestmentOpportunitiesinChina'sArtificialIntelligenceIndustry中商产业研究院ASKCICORPORATION研究成果报告RESEARCHREPORT党的十八大以来，我国政府高度重视新一代人工智能发展。习近平总书记指出：“人工智能是引领这一轮科技革命和产业变革的战略性技术，具有溢出带动性很强的‘头雁’效应”“加快发展新一代人工智能是事关我国能否抓住新一轮科技革命和产业变革机遇的战略问题”。人工智能具备典型通用技术特征，是培育和发展新质生产力的重要引擎。中国AI产业全景分析AI产业链图谱AI产业图谱人工智能产业形成了“基础支撑-技术核心-场景落地”的完整闭环，AI产业链包括基础层、技术层和应用层。AI产业图谱*资料来源：中商产业研究院AI产业市场规模中国人工智能产业将以全球领先增速，驶入爆发式增长快车道。。2024-2035年中国人工智能产业规模预测趋势图2024-2035年中国人工智能产业规模预测趋势图数据来源：中商产业研究院整理AI产业企业概况2019-2025年2月中国人工智能相关企业注册量及增速情况2019-2025年2月中国人工智能相关企业注册量及增速情况数据来源：中商产业研究院整理AI产业布局情况中国人工智能产业区域分布情况中国人工智能产业区域分布情况地区优势领域产业地位产业特点核心城市长三角地区集成电路、智能传感器、计算机视觉、智慧医疗、自动驾驶人工智能产业规模最大，技术转化能力领先，产业链最完整产学研协同强，高校与龙头企业联动;外资企业聚集，产业链完整，覆盖芯片设计、算法开发到场景落地全链条上海、杭州南京、苏州合肥地区珠三角地区优势领域无人机、AI芯片、语音交互、计算机视觉、智能终端、机器人产业地位全国AI景”闭环产业特点核心城市硬件制造能力强，与电子制造业深度融合;市场驱动明显，企业更注重商业化落地；港澳联动，横琴聚焦AI+中医药、智慧城市等跨境场景深圳、广州珠海京津冀地区算力基础设施、AI芯片、深度学习框架、知识图谱、政务AI、自动驾驶全国AI技术创新核心区，基础研发实力强，北京人工智能企业、专利多高校与央企资源密集，技术原创性突出;政策导向明显，试点密集（自动驾驶路权开放）北京、天津石家庄成渝地区工业无人机、语音识别、边缘计算、工业机器人、工业质检、智慧医疗西部人工智能桥头堡，国家“东数西算”重要节点成本优势明显（土地、人才），承接东部算力需求;侧重垂直场景（军工AI、山地自动驾驶测试）;政策倾斜支持，重庆建设人工智能创新试验区成都、重庆中西部潜力地区数据中心、数据标注、光通信、AI遥感测绘、AI航空航天、智慧农业全国AI产业支撑细分领域突出侧重数据标注、算力服务地高校（武大、西安交大）显著（“东数西算”工程，政策补贴），本地创新生态较弱武汉、西安长沙、贵阳资料来源：中商产业研究院整理中国AI产业投融资情况AI领域投融资事件2020-2024年中国AI投融资呈现“倒V型”波动。2021年达峰值1076起（金额超2000亿元），随后受宏观经济影响连续两年回落，2023年降至633起；2024年市场回暖至696起（金额1052.51亿元），同比增长9.6。2025年Q1中国AI投融资总量稳增，投资事件共发生241起，同比增长约12，延续了技术驱动型赛道的活跃态势。2020-2025年Q1中国人工智能产业投融资事件数量及金额变化情况2020-2025年Q1中国人工智能产业投融资事件数量及金额变化情况数据来源：中商产业研究院整理AI行业一级市场融资呈现应用层主导、赛道分化加剧的特征，垂直场景落地能力与商业化前景成为资本决策的核心逻辑。2024年中国人工智能领域主要细分行业融资情况2024年中国人工智能领域主要细分行业融资情况子行业融资事件数量占比融资总额（亿元）占比AIGC11116.11315.8424.02Al基础层659.4354.754.16Al技术层456.5338.232.91Al行业应用29743.11516.4539.27Al行业应用：机器人8829.63（占应用层比重）75.3114.58（占应用层比重）Al行业应用：自动驾驶279.09（占应用层比重）292.8756.71（占应用层比重）Al通用应用568.1321.531.64资料来源：中商产业研究院整理AI领域投资机构2024年国内人工智能行业活跃的投资机构情况红杉中国、奇绩创坛等头部机构与政策引导基金形成双轮驱动，重点布局大模型、自动驾驶、机器人等赛道。2024年国内人工智能行业活跃的投资机构情况投资机构出手次数投资的Al公司奇绩创坛32元念瞬间，知识画家，首形科技，共绩科技Z基金/智谱Al12彩智科技，玦芯生物，动易科技，硅基流动红杉中国10云鲸智能，穹彻智能，智谱Al，跃瓦健康达晨财智10VAST哇嘶嗒科技，无问芯穹，中科睿鉴资料来源：中商产业研究院整理未来投资热点领域及赛道AI产业三大高潜力领域2024年国内人工智能行业在智能制造、医疗AI、金融AI三大领域呈现技术深度融合与场景规模化落地的投资热潮，成为资本布局的核心高潜力赛道。高潜力领域智能制造医疗AI金融AI智能工厂、智能机器人、智能质量检测、供应链优化等，探索AI在自动化生产、质量检测中的应用AI制药、AI医疗器械、AI健康管理、自动化药房等，积极构建全场景医疗生态，覆盖诊前、诊中、诊后全流程智能投顾、AT信贷风控、AI保险模型、供应链金融等，未来技术融合与监管治理或将成为关键发展方向智能制造2024年中国人工智能领域主要细分行业融资情况全球智能制造市场正处于高速增长期，中国作为核心增长极，市场规模和技术应用均领先。未来，AI、数字孪生等技术融合，汽车、电子等行业需求及政策支持将继续推动市场扩张，预计到2025年，中国市场规模有望突破4万亿元。2024年中国人工智能领域主要细分行业融资情况数据来源：中商产业研究院整理智能制造以智能工厂、机器人等为核心，融合5G、AI、数字孪生技术，推动汽车、3C、新能源等行业柔性生产与全流程数字化；智能质量检测、供应链优化等场景落地深化，实现效率提升30-50、成本下降40以上。智能制造各领域发展概况应用领域应用阶段重点企业智能工厂成长期北方华创、晶盛机电、树根互联、合图智造、先导智能智能机器人商业化初期大疆创新、新松机器人、埃斯顿智能质量检测成长期华为、日联科技、中大智能、中电鹏程供应链优化成长期阿里巴巴、安得智联、京东资料来源：中商产业研究院整理医疗AI随人工智能技术的持续发展和群众医疗健康需求持续提升，AI医疗领域有望进一步扩容。预计2019-2025年CAGR为44.14，到2025年增长至349亿元。2019-2025年中国AI医疗产业规模及预测情况2019-2025年中国AI医疗产业规模及预测情况数据来源：中商产业研究院整理AI医疗各领域发展概况根据细分领域可以分为AI+影像/手术机器人、AI+数据/医疗服务、AI+辅助诊断、AI+制药等。AI医疗各领域发展概况应用领域应用阶段重点企业Al+制药商业化初期晶泰控股、泓博医药、成都先导、药明康德、英矽智能AI+影像识别商业化初期迈瑞医疗、联影医疗、开立医疗、鹰瞳科技、理邦仪器AI+辅助诊断商业化初期华大基因、华大智造、润达医疗、迪安诊断、安必平、金域医学AI+手术机器人成长期微创机器人、天智航AI+数据服务政策催化期医渡科技、医脉通、讯飞医疗科技、卫宁健康、美年健康资料来源：中商产业研究院整理AI金融2019-2025年中国AI金融产业规模及预测AI金融行业在技术驱动和政策支持下持续扩容，未来技术融合与监管治理或将成为关键发展方向。目前AI金融在智能投顾、AI信贷风控、AI保险模型、供应链金融等细分领域表现亮眼，预计2025年市场规模将达723亿元。2019-2025年中国AI金融产业规模及预测数据来源：中商产业研究院整理AI金融以智能投顾与AI信贷风控为核心，驱动投资决策效率提升25；AI保险模型与供应链金融实现全流程智能化。AI金融各领域发展概况AI金融各领域发展概况应用领域应用阶段重点企业智能投顾成长期商汤科技、CharlesSchwabAI信贷风控成长期宇信科技、同盾科技、金融壹账通AI保险模型商业化初期众安信科、恒生电子供应链金融商业化初期腾讯、联易融资料来源：中商产业研究院整理AI产业四大新兴赛道2024年人工智能新兴赛道呈现技术突破与场景落地共振的爆发式增长，人形机器人、算力基础设施、自动驾驶、生成式人工智能四大赛道成为资本追逐与产业布局的核心方向。新兴赛道人形机器人算力基础设施自动驾驶生成式AI集成AI、高端制造、新材料，预计成为颠覆性终端产品集成AI、高端制造、AI芯片、光模块、散热制冷等环节L4级商用车（港口/物流）、车路协同、高精地图文本、图像、视频生成技术加速落地资料来源：中商产业研究院整理人形机器人国内人形机器人行业凭借产业链完整性、政策支持与市场需求等支撑，有望推动全球机器人产业格局重构。2024年中国人形机器人市场规模约13亿元，预计2030年将达254亿元。2024-2030年中国人形机器人产业规模及预测2024-2030年中国人形机器人产业规模及预测数据来源：中商产业研究院整理人形机器人在智能制造与特种作业场景呈现技术突破与规模化落地，成为重构工业生产范式与高危环境作业的核心力量。人形机器人应用场景应用场景主要环节智能制造场景汽车制造车身外观检测、零件翻转、个性化零件组装、装配质量检测、零件搬运等3C电子制造智能分拣、精密装配与操作、质量检测、电路检测等仓储物流精准定位抓取货物、质量检测、搬运装卸、应急处理与异常检测等特种作业场景能源化工领域钻井、化工厂巡检、化学危害品处理、核废料处理、核设施维护、危险品处理等灾害救援救援人员定位、废墟坍塌等危险建筑环境救援、物资运输等水下、太空作业水下/深海资源勘探、维修卫星、空间作业等军事作业侦查、排爆、反恐、安防巡逻等国家级重大工程核电站、空间站、探月工程等资料来源：中商产业研究院整理在人形机器人赛道中，优必选、宇树科技等企业凭借差异化技术路径与场景落地能力，成为行业标杆。人形机器人热门企业公司名称发展亮点行业地位优必选发布30万元以下的科研级机器人“天工行者”，已交付中科院、清华等机构，推动人形机器人进入高校实验室；与富士康合作建设年产1万台的智能工厂，2025年规划产能1000台，2027年目标万台级交付中国人形机器人整机市占率超45宇树科技H1人形机器人在海外销售超百台，进入100多个国家，核心用户为高校与科研机构，上海大学等近30所高校采购用于教学；四足机器狗“绝影”在央视春晚、冬奥会开幕式亮相消费级人形机器人全球市占率第一越疆科技DobotAtom重复定位精度±0.05mm，自研神经驱动系统NDS，能耗降低42，已部署于比亚迪、富士康生产线。2025年计划量产500台，目标替代30的机械臂需求。协作机器人领域市占率第一傅利叶智能GR-1通用人形机器人集成自研FSA高性能执行器，步行速度5km/h，负重50kg，支持医患情感共鸣（微表情识别准确率95）。伽利略系统通过100效率提升35。医疗场景技术标杆数据来源：中商产业研究院整理自动驾驶我国积极发展智能网联汽车，无人驾驶技术进一步推动BAT等企业进入市场、加大投入研发技术，无人驾驶市场正处于快速发展阶段。2019-2025年中国自动驾驶产业规模及预测2019-2025年中国自动驾驶产业规模及预测数据来源：中商产业研究院整理国内量产乘用车的自动驾驶等级正从L2向L3+级别过渡。L2在自动驾驶技术中最为成熟，渗透率约为51。L3和L4渗透率分别为20和11。中国辅助驾驶新车渗透率情况中国辅助驾驶新车渗透率情况数据来源：中商产业研究院整理智能驾驶形成清晰阵营。华为与Momenta（初速度）等主导技术供给；特斯拉、理想、小鹏、小米等引领车企智能化。智能驾驶格局梯队企业类型企业简称技术供应商第一梯队华为、初速度等第二梯队元戎启行、文远知行、地平线等第三梯队佑驾创新、朗歌科技、绝影等车企第一梯队特斯拉、理想、小鹏、小米等第二梯队广汽埃安、广汽丰田、星途等第三梯队零跑汽车、上汽大众、长安启源等算力基础设施

数据来源：中商产业研究院整理2019-2025年中国芯片产业规模及预测中国AI芯片产业规模超1400亿元，随着人工智能等技术的不断发展，预计2025年AI芯片产业规模有望突破2000亿元。2019-2025年中国芯片产业规模及预测数据来源：中商产业研究院整理2024-2030年中国算力总规模发展预测数据来源：中商产业研究院整理2024-2030年中国算力总规模发展预测数据来源：中商产业研究院整理人工智能算力基础设施形成清晰梯队：第一梯队浪潮信息与华为昇腾等主导高端市场；第二梯队中科曙光、紫光股份、海光信息紧随；第三梯队寒武纪、恒为科技、云从科技聚焦细分场景。人工智能算力基础设施重点企业梯队梯队重点企业第一梯队浪潮信息、华为昇腾、工业富联、联想第二梯队中科曙光、紫光股份、海光信息第三梯队寒武纪、恒为科技、云从科技数据来源：中商产业研究院整理生成式AI2024-2030年生成式AI产业规模及预测生成式AI市场规模和技术渗透率快速提升，政策支持与技术创新将持续推动行业增长，预计2030年将突破8亿人规模。2024-2030年生成式AI产业规模及预测数据来源：中商产业研究院整理当前，北京、上海、广东等地充分发挥专业人才和政策支持等方面的优势，大力推动生成式AI发展，加快打造具有国际竞争力的AI产业集群。生成式人工智能备案产品属地与数量分布情况生成式人工智能备案产品属地与数量分布情况数据来源：中商产业研究院整理生成式人工智能代表产品包括文心大模型、豆包大模型、盘古大模型、Kimi智能助手、DeepSeek等赋能内容创作、智能客服、软件开发等场景。生成式人工智能代表产品模型名称相关企业简介文心大模型百度涵盖自然语言处理、计算机视觉和跨模态理解等多个领域，服务于工业、能源、金融等多个行业豆包大模型字节跳动融合了自然语言处理、计算机视觉和语音识别等技术。盘古大模型华为采用首创的STCG技术，聚焦自动驾驶、工业制造、建筑等多个行业场景，生成更加符合物理规律的多模态内容Kimi智能助手月之暗面拥有超长上下文处理能力，支持20万汉字以上的长文本解析，支持文本、图片、音频、视频生成DeepSeek深度求索专注于逻辑推理、数学推理和实时问题解决，采用强化学习训练，未进行监督微调，运用组相对策略优化提升推理能力，性能在数学和编码等任务上可比肩OpenAI的o1数据来源：中商产业研究院整理跨国公司与中国⸺链接世界合作共赢MultinationalsandChina：ConnectingtheWorldforWin-WinCooperation23跨国公司与中国⸺链接世界合作共赢MultinationalsandChina：ConnectingtheWorldforWin-WinCooperation23Sincethe18thNationalCongressoftheCommunistPartyofChina,theChinesegovernmenthasattachedgreatimportancetothedevelopmentofanewgenerationofartificialintelligence(AI).GeneralSecretaryXiJinpingpointedoutthat:“Artificialintelligenceisastrategictechnologyleadingthecurrentroundofscientificandtechnologicalrevolutionandindustrialtransformation,withastrong‘leadinggoose’effectthatdrivesspillovergrowth,”andthat“acceleratingthedevelopmentofanewgenera-tionofartificialintelligenceisastrategicissueconcerningwhetherChinacanseizetheopportunitiesofthenewroundofscientificandtechnologicalrevolutionandindustrialtransformation.”AIexhibitstypicalcharacteris-ticsofageneral-purposetechnologyandservesasanimportantengineforcultivatinganddevelopinghigh-qualitynewproductiveforces.PanoramicAnalysisofChina'sAIIndustryAIIndustryChainMapTheAIindustryhasformedacompleteclosedloopof“basicsupport-technologicalcore-scenarioimplementation.”TheAIindustrychainincludesthefoundationallayer,thetechnological18layer,andtheapplicationlayer.AIIndustryMapAIIndustryMapPreparedby:AskCIAIIndustryScaleChina'sAIindustryisenteringafastlaneofexplosivegrowthwithagloballyleadinggrowthrate.Itisprojectedthatbetween2025and2035,China'sAIindustryscaleisexpectedtorisefromRMB369.6billiontoRMB2,087.3billion,achievingsustainedexpansionata17%compoundannualgrowthrate(CAGR).ForecastedTrendofChina'sAIIndustryScale(2024-2035)ForecastedTrendofChina'sAIIndustryScale(2024-2035)Preparedby:AskCI()AIIndustryEnterpriseOverviewChina'sAI-RelatedEnterpriseRegistrationsandGrowthRate(2019-Feb2025)Atotalof534,500relatedenterpriseswereregisteredin2024,remain-inglargelyflatcomparedtothepreviousyear.Asofnow,there2,246,100existingAI-relatedenterprisesinChina,ofwhich80,100wereregisteredinthefirsttwomonthsof2025,a32.72%year-on-yearincrease.China'sAI-RelatedEnterpriseRegistrationsandGrowthRate(2019-Feb2025)Preparedby:AskCI()201.3CoandTecprehensive1.3CoandTecprehensivehnologicalDeevelopmentovelopmentZofNational-levelEconnesomicAIIndustryDistributionesA"leadingbythreepoles,risingintwofields"patterncharacterizesChina'sAIindustry.Specifically,eachregionacceleratestechnologicalimplementationandecosystemsynergythroughpolicysupport,leadingenterprises,andscenario-drivendevelopment,empoweringthetransforma-tionoftherealeconomy.RegionalDistributionofChina'sAIIndustryRegionalDistributionofChina'sAIIndustryRegionKeyStrengthsIndustryPositionIndustryCharacteristicsCoreCitiesYangtzeRiverDeltacircuits,sensors,computervision,healthcare,autonomousdrivingLargestAIindustryscale,leadingtechnologycommercialization,mostcompleteindustrialchainStrongindustry-academiacollaboration,universitiesandleadingenterprises;foreign-fundedenterpriseclusters;full-chainfromchipdesigntoalgorithmandscenarioimplementationShanghai,Hangzhou,Nanjing,Suzhou,HefeiPearlRiverDeltaregionDrones,chips,autonomousmanufacturing,speechinteraction,computervision,terminals,roboticsNationalhubforAIapplicationinnovation,highestenterpriseconcentration;a"hardware+algorithm+scenario"closedloopinShenzhen,Dongguan,andGuangzhouStronghardwaremanufacturingcapabilities,deepintegrationwithelectronicsmanufacturing;market-drivenoperation,moreenterprisefocusoncommercialization;HongKong-Macaucollaboration,focusoncross-borderAIscenarios(AI+traditionalmedicine,smartcity)inHengqinShenzhen,Guangzhou,ZhuhaiBeijing-Tianjin-HebeiregionComputinginfrastructure,AIhips,dpknowledgegraphs,governmentAI,autonomousdrivingCorenationalAIinnovationhub,strongfoundationalR&D,moreAIenterprisesandpatentsinBeijingDenseresourcesfromuniversitiesandstate-ownedenterprises,strongtechnologicaloriginality;policy-drivenoperation,intensivepilotprograms(e.g.,accesstoautonomousdrivingroadrights)Beijing,Tianjin,Shijiazhuang跨国公司与中国⸺链接世界合作共赢MultinationalsandChina：ConnectingtheWorldforWin-WinCooperation27跨国公司与中国⸺链接世界合作共赢MultinationalsandChina：ConnectingtheWorldforWin-WinCooperation27RegionKeyStrengthsIndustryPositionIndustryCharacteristicsCoreCitiesChengdu-ChongqingregionIndustrialdrones,speechrecognition,edgecomputing,industrialrobots,industrialqualityinspection,smarthealthcareWesternAIbridgehead,keynodeinnational"EastDataWestComputing"strategyCost(land,talent),undertakingeasterncomputingfocusonscenarios(militarymountainousautonomousdrivingtesting);policysupport(Chongqingasinnovationpilotzone)Chengdu,ChongqingPotentialcitiesincentral&westernregionsDatacenters,datalabeling,opticalcommunications,sensing,aerospace,agricultureNationalAIsupportbelt;provisionofdataresourcesandcomputingservices;nichestrengthsLabor-intensive(datalabeling,computingrelianceonlocaluniversities(WuhanJiaotongandstate-ownedenterprises;strongpolicyincentivesDataWestComputing"project,subsidies);localinnovationecosystemWuhan,Xi'an,Changsha,GuiyangPreparedby:AskCI()22InvestmentandFinancinginChina'sAIIndustryAIInvestmentandFinancingEventsFrom2020to2024,China'sAIinvestmentandfinancingexhibitedan"invertedV-shaped"fluctuation.Peakingin2021with1,076deals(amountexceedingRMB200billion),itdeclinedfortwoconsecutiveyearsduetomacroeconomicfactors,droppingto633dealsin2023.In2024,thereboundedto696deals(RMB105.251billion),a9.6%increase.InQ12025,China'sAIinvestmentandfinancingmaintainedsteadygrowth,with241deals,a12%year-on-yearincrease,continuingtheactivetrendintechnology-drivensectors.NumberandAmountofAIInvestmentandFinancingEventsinChina（NumberandAmountofAIInvestmentandFinancingEventsinChina（2020-Q12025)Preparedby:AskCI()TheprimarymarketfinancingintheAIindustryischaracterizedbyapplication-layerdominanceandincreasingsectordivergence,withverticalscenarioimplementationcapabilitiesandcommercializationprospectsbecomingthecorelogicforcapitaldecisions.MajorSectorFinancinginChina'sAIIndustry(2024)MajorSectorFinancinginChina'sAIIndustry(2024)SectorFinancingEventCountProportionFinancingAmount(RMB0.1billion)ProportionAIGC11116.11%315.8424.02%AIFoundationLayer659.43%54.754.16%AITechnologyLayer456.53%38.232.91%AIIndustryApplications29743.11%516.4539.27%AIIndustryApplications:Robotics8829.63%(ofapplicationlayer)75.3114.58%(ofapplicationlayer)IndustryAutonomousDriving279.09%(ofapplicationlayer)292.8756.71%(ofapplicationlayer)AIGeneralApplications568.13%21.531.64%Preparedby:AskCI()AIInvestmentInstitutionsLeadinginstitutionssuchasSequoiaChinaandMiraclePlus,alongwithpolicy-guidedfunds,formadual-drivemechanism,focusingonsectorslikelargemodels,autonomousdriving,androbotics.ActiveInvestmentInstitutionsinChina'sAIIndustry(2024)ActiveInvestmentInstitutionsinChina'sAIIndustry(2024)InvestmentInstitutionsDealCountInvestedAICompaniesMiraclePlus32YuannianMoment,KnowledgePainter,AheadForm,GongjiTechZFund/ZhipuAI12CaizhiTech,JuexinBio,PHYBOT,SiliconFlowSequoiaChina10YunjingIntelligence,QiongcheIntelligence,ZhipuAI,YuewaHealthDachenCaizhi10VAST,InfinigenceAI,NewsverifyPreparedby:AskCI()FutureInvestmentHotspotsandSectorsThreeHigh-PotentialAISectorssmartmanufacturing,smartmanufacturing,med-icalAI,andfinancialAI,makingthemthecorehigh-potentialsectorsforcapitaldeployment.High-PotentialSectorsSmartManufacturingMedicalAIFinancialAISmartFactories,IntelligentRobotics,SmartQualityInspection,SupplyChainOptimization,etc.,exploringAIapplicationsinautomatedproductionandqualityinspection.DrugMedicalHealthPharmacies,etc.,buildingafull-scenarioecosystempre-diagnosis,diagnosis,andpost-diagnosisprocesses.WealthCreditRiskControl,InsuranceModels,SupplyChainFinance,etc.,futuretechnologyintegrationandregulatorykeydirections.SmartManufacturing

Preparedby:AskCI()Theglobalsmartmanufacturingmarketisinaphaseofrapidgrowth,withChinaasacoregrowthpole,leadinginbothmarketsizeandtechno-logicalapplications.Inthefuture,theintegrationofAI,digitaltwins,andothertechnologies,coupledwithdemandfromautomotive,electronics,andotherindustries,andsupportedbypolicies,willcontinuetodrivethemarkettoexpand.By2025,China'smarketsizeisexpectedtoexceedRMB4trillion.China'sSmartManufacturingScale(2019-2025)China'sSmartManufacturingScale(2019-2025)Preparedby:AskCI()Smartmanufacturing,centeredonsmartfactoriesandrobotics,inte-grates5G,AI,anddigitaltwintechnologiestoenableflexibleproductionandfull-processdigitalizationinindustrieslikeautomotive,3C,andnewenergy.Theimplementationofsmartqualityinspectionandsupplychainoptimizationhasdeepened,achieving30%-50%efficiencygainsandover40%costreductions.DevelopmentOverviewofSmartManufacturingSectorsApplicationFieldsDevelopmentStageKeyEnterprisesSmartFactoriesGrowthPhaseNAURA,JSG,Rootcloud,HauteTech,LeadIntelligentIntelligentRobotsEarlyCommercializationDJI,SiasunRobot,EstunSmartQualityInspectionGrowthPhaseHuawei,UNICOMP,ZhongdaTechnology,CECPIEOptimizationofSupplyChainGrowthPhaseAlibaba,Annto,JD.comPreparedby:AskCI()MedicalAIWiththecontinuousdevelopmentofAItechnologyandtheincreasingdemandforhealthcare,themedicalAIsectorisexpectedtoexpandfurther.TheCAGRfrom2019to2025isexpectedtobe44.14%,andthescaleisexpectedtoreach34.9billionRMBbytheyear2025.China'sMedicalAIIndustryScaleandForecast(2019-2025)China'sMedicalAIIndustryScaleandForecast(2019-2025)Preparedby:AskCI()Thesectorcanbedividedintosub-sectorssuchasAI+medicalimag-ing/surgicalrobots,AI+data/medicalservices,AI+assisteddiagnosis,AI+drugdiscovery,etc.DevelopmentOverviewofMedicalAISub-sectorsDevelopmentOverviewofMedicalAISub-sectorsApplicationFieldsDevelopmentStageKeyEnterprisesAI+DrugDiscoveryEarlyCommercializationXtalPi,PharmaResources,HitGen,WuXiAppTec,InsilicoMedicineApplicationFieldsDevelopmentStageKeyEnterprisesAI+MedicalImagingEarlyCommercializationMindray,UnitedImaging,SonoScape,Airdoc,EdanInstrumentsAI+AssistedDiagnosisEarlyCommercializationRundaMedical,DianDiagnostics,LBP,DiagnosticsAI+SurgicalRobotsGrowthPhaseMicroPortMedBot,TinaviAI+DataServicesPolicy-DrivenPhaseYiduTech,Medlive,iFlytekHealthcare,WinningHealth,MeinianHealthAIFinance

Preparedby:AskCI()China'sAIFinanceIndustryScaleandForecast(2019-2025)TheAIfinanceindustrycontinuestoexpand,drivenbytechnologicaladvancementsandpolicysupport.Itsfuturedevelopmentwilllikelyfocusontechnologyintegrationandregulatorygovernance.Currently,financeexcelsinsub-sectorssuchasAIwealthmanagement,AIcreditriskcontrol,AIinsurancemodels,andsupplychainfinance.ThemarketsizeisexpectedtoreachRMB72.3billionby2025.China'sAIFinanceIndustryScaleandForecast(2019-2025)Preparedby:AskCI()DevelopmentOverviewDevelopmentOverviewofAIFinanceSub-sectorsApplicationFieldsDevelopmentStageKeyEnterprisesAIWealthManagementGrowthPhaseSenseTime,CharlesSchwabAICreditRiskControlGrowthPhaseYusysTechnologies,TongdunTechnology,OneConnectAIInsuranceModelsEarlyCommercializationZhongAnTechnology,HundsunElectronicsSupplyChainFinanceEarlyCommercializationTencent,LinklogisFourEmergingAISectors

Preparedby:AskCI()In2024,emergingAIsectorsexperiencedexplosivegrowthdrivenbytechnologicalbreakthroughsandscenarioimplementation.Humanoidrobots,computingdriving,andgenerativerobots,computingdriving,andgenerativeAIhavebecomecoreareasforcapitalinvestmentandindustrialdeployment.EmergingSectorsHumanoidRobotsComputingInfrastructureAutonomousDrivingGenerativeAIIntegratedAI,advancedopticalmodules,andL4commercialvehiclesoftext,andgenerationmanufacturing,andnew(ports/logistics),materials,expectedtovehicle-roadbecomedisruptiveendcoordination,andhigh-productsprecisionmapsPreparedby:AskCI()HumanoidRobotsBackedbyacompleteindustrialchain,policysupport,andmarketdemand,China'shumanoidrobotsectorispoisedtoreshapetheglobalroboticsindustrylandscape.In2024,China'shumanoidrobotmarketsizewasapproximatelyRMB1.3billion,andisexpectedtoreachRMB25.4billionby2030.China'sHumanoidRobotIndustryScaleandForecast(2024-2030)China'sHumanoidRobotIndustryScaleandForecast(2024-2030)Preparedby:AskCI()Humanoidrobotshaveachievedtechnologicalbreakthroughsandlarge-scaleimplementationinsmartmanufacturingandspecializedopera-tions,becomingatransformativeforceinindustrialproductionandhigh-riskenvironments.ApplicationScenariosofHumanoidRobotsApplicationScenariosKeyFunctionsSmartManufacturingAutomotiveManufacturingBodyinspection,partflipping,customizedassembly,qualityinspection,parthandling3CElectronicsManufacturingSmartsorting,precisionassemblyandoperation,qualityinspection,circuittestingWarehousing&LogisticsPrecisepicking,qualityinspection,loading/unloading,emergencyresponse,anomalyinspectionSpecializedOperationsEnergy&ChemicalsDrilling,plantinspection,hazardousmaterialhandling,nuclearwasteprocessing,nuclearfacilitymaintenanceDisasterReliefRescuerlocation,collapsedbuildingrescue,materialtransportUnderwater/SpaceOperationsUnderwater/deep-seaexploration,satelliterepair,spacemissionsMilitaryOperationsReconnaissance,bombdisposal,anti-terrorism,patrolNationalMega-ProjectsNuclearplants,spacestations,lunarexplorationPreparedby:AskCI()LeadingenterprisessuchasUBtechandUnitreeRoboticshavebecomeindustrybenchmarksthroughdifferentiatedtechnologicalapproachesandscenarioimplementationcapabilities.LeadingHumanoidRobotEnterprisesEnterprisesKeyHighlightsIndustryPositionUBtecharobotcostingnothanRMB300,000,whichhasbeensuppliedtoinstitutionssuchastheChineseofSciences(CAS)andTsinghuatopromoteitsuseinlaboratories;partneredwithFoxconntobuilda10,000-unittargeting1,000unitsby2025and10,000unitsby2027.>45%marketshareinChina'shumanoidrobotsectorUnitreeRobotics100humanoidrobotsbeensoldenteringthan100countries,withtheusersbeinguniversitiesandinstitutes.Nearly30universities,includingShanghaipurchasedthemforteachingpurposes;therobotdogappearancesattheCCTVSpringFestivalandtheWinterOpeningGloballeaderinconsumerhumanoidrobotsYuejiangTechnologyDobotAtomachievesanaccuracyof±0.05mm.Thein-housedevelopedNeuralDriveSystem(NDS)reducesenergyconsumptionby42%andhasbeenusedonproductionlinesatBYDandFoxconn.YuejiangTechnologyplans500-unitmassproductionby2025,targeting30%roboticarmreplacement.LeaderincollaborativerobotsFourierIntelligenceTheGR-1general-purposehumanoidrobotintegratesself-developedFSAhigh-performanceactuators,achievingawalkingspeedof5km/hwith50kgpayloadcapacity.Italsosupportsdoctor-patientemotionalresonance(micro-expressionrecognitionaccuracy:95%).Galileosystemoptimizesgaitwith1Mhoursofrehabdata,improvingpatientwalkingefficiencyby35%.MedicalroboticspioneerPreparedby:AskCI()AutonomousDrivingChinaisactivelydevelopingintelligentconnectedvehicles,withautonomousdrivingtechnologyfurtherdrivingenterprisessuchasBATtoenterthemarketandincreaseR&Dinvestment.Theautonomousdrivingmarketiscurrentlyinaphaseofrapiddevelopment.China'sAutonomousDrivingIndustryScaleandForecast(2019-2025)China'sAutonomousDrivingIndustryScaleandForecast(2019-2025)Preparedby:AskCI()TheautonomousdrivinglevelofpassengervehiclesproducedinChinaistransitioningfromL2toL3+.L2isthemostmatureautonomousdrivingtechnology,withapenetrationrateofapproximately51%.L3andL4havepenetrationratesof20%and11%,respectively.NumberandAmountofAIInvestmentandFinancingEventsinChina(2020-Q12025)Preparedby:AskCI()NumberandAmountofAIInvestmentandFinancingEventsinChina(2020-Q12025)Aclearhierarchyhasformedintheintelligentdrivingsector.HuaweiandMomentadominatethetechnologysupplyside,whileTesla,LiAuto,XPeng,andXiaomileadtheintelligenttransformationofautomakers.HierarchyofIntelligentDrivingPlayersPlayerTypeEnterprisesTechnologyProvidersTier1Huawei,MomentaTier2DeepRoute,WeRide,HorizonRoboticsTier3Minieye,LanggeTechnology,SenseAutoAutomakersTier1Tesla,LiAuto,XPeng,XiaomiTier2GACAion,GACToyota,ExeedTier3Leapmotor,SAICVolkswagen,CHANGANNEVOPreparedby:AskCI()ComputingInfrastructureChina'sAIchipindustryhassurpassedRMB140billioninscale.WiththecontinuousdevelopmentofAIandrelatedtechnologies,theAIchipindustryisexpectedtoexceedRMB200billioninscaleby2025.Chi