2025年AI赋能千行百业洞察

www.frostchina.comwww.leadleo.comFrostSullivanLeadLeo ◼目录 Chapter 1 Industry OverviewofAI---------------------041.1Development Status of the Global Market---------------------051.2Development Status of the China Market---------------------11Chapter 2 Comprehensive AnalysisofAIIndustry---------------------182.1Analysis of the Infrastructure Layer---------------------202.2Analysis of the Technology Layer---------------------272.3Analysis of the Application Layer---------------------36Chapter 3 Exploration Across Various Industries---------------------463.1 Analysis of AI in the Financial Industry---------------------473.2 Analysis of AI in the Government Affairs Industry---------------------553.3 Analysis of AI in the Healthcare Industry---------------------643.4 Analysis of AI in the Education Industry---------------------703.5 Analysis of AI in the E-commerce Industry---------------------753.6 Analysis of AI in the Logistics Industry---------------------793.7 Analysis of AI in the Manufacturing Industry---------------------833.8 Analysis of AI in the Energy Industry---------------------893.9 Analysis of AI in the Communication Industry---------------------943.10 Analysis of AI in the Transportation Industry---------------------983.11 Analysis of AI in the Pan-entertainment Industry---------------------103 Chapter 4 Analysis of Future Development Trends ofAI---------------------108 Chapter 5 Analysis of Typical EnterprisesinChina---------------------114 Chapter 1—— Artificial Intelligence Industry Overview Key Insights： GlobalAIgovernancehasenteredastructured,security-drivenphase.01 02The global AI market is accelerating, with China and the United StatesRegulationis shifting from voluntary principles to systematic enforcement,with risk-basedclassificationas the institutional cornerstone.Approaches diverge across economies:the EUtightensrules,theUSandUKstressregulatoryflexibility,whileChinaemphasizessecurityreviewsandregistrationforgenerativeAI.Collectively,theseshiftshighlightthatsafetycapabilitiesandcomplianceframeworksarebecomingcorestrategicassetsintheglobalAIlandscape. emerging as dual leaders. In2024,the global AI marketreached approximately USD 615.7 billion andis projected toexceedUSD2.6trillionby2030.TheshareofnewlyreleasedlargemodelsfromChinaandtheUnitedStatesrosefrom72%in2022to86%in2024.Chinanowleadstheworldwith1,509largemodels,whiletheUnitedStatesmaintainsitsedgethroughtechnologicaldepthanddiversifiedapplications.03Investment activity remains strong, with capital concentration increasingly evident. In2024,globalAIfinancingexceededRMB590billion,withChinaandtheUnitedStatestogetheraccountingfor92%.TheU.S.hasleveragedcapital-intensiveoperationstodrivefoundationaltechnologicalbreakthroughs,whileChinahaspursuedadifferentiatedpathshapedbyscenario-drivenadoption.The AIGC segment captured 56%of total financing,making it the mostprominenttrackandsignalingabroadershiftincapitalallocationfrom“technologyvalidation”toward“commercializationandclosed-loopvaluecreation.”04 China’s AI policy is evolving from exploration to systemic enablement. Atthenationallevel,the“AI+”initiativehasbeenelevatedasastrategicpriority,emphasizingtechnologicalsecurity,applicationdevelopment,andindustrialchaincoordination.Atthelocallevel,policyeffortsfocusonareassuchaseducation,healthcare,embodiedintelligence,andcomputinginfrastructure.Overall,China’scoreAIindustrysurpassedRMB700billionin2024,enteringaphaseofrapidgrowthdrivenbythecombinedforcesofpolicy,technology,andapplication. Chapter1.1 Development Status ofthe Global Market Global AI 弗若斯特沙利文头豹研究院 GlobalAIMarketLandscape—MarketSize •Drivenby the dual leadership of China and the U.S.,the global AI industry isaccelerating,withmarketsizeprojectedtogrowfromUSD615.7billionin2024tooverUSD2.6trillionby2030.Throughdeeperverticalapplicationsandoptimizedcomputedeployment,AIisexpectedtoevolveintoa“co-creationpartner.” ❑TheglobalAIindustryisaccelerating,withmarketsizeexpandingrapidly.In2024,theglobalAImarketreachedapproximatelyUSD615.7billionandisprojectedtosurpassUSD2.6trillionby2030.UnderthedualleadershipofChinaandtheU.S.,theirshareofnewlyreleasedfoundationmodelsrosefrom72%in2022to86%in2024.Chinarankedfirstwith1,509modelsasof1H2025(40%oftheglobaltotal),whiletheU.S.maintaineditsedgethroughtechnologicaldepthanddiversified applications.On the technology front,foundation model performance hasadvancedsignificantly.Forexample,OpenAI’so1ando3modelsreleasedin2024adoptediterativeinferencearchitectures,greatlyenhancingreasoningcapabilities.TheperformancegapbetweenChinese and U.S.models narrowed sharply—from 10–40 pct in 2023–2024 onbenchmarkssuchasMMLU,MMMU,MATH,andHumanEvaltolessthan4pctby2025.Atthesametime,multimodal integration and edge–cloud collaboration(e.g.,Alibaba Cloud’sAgentBay,Transwarp’sAIInfra)aredrivingAIclosertoindustryapplications,withgenerativeAIandembodied intelligence enabling deeper use cases across healthcare,manufacturing,transportation,andeducation.Policyandc