中国人工智能产业投资机会研究报告 PDF Free Download
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中国人工智能产业投资机会研究报告
研究成果报告
RESEARCH REPORT
Research Report on Investment Opportunities in
China's Artificial Intelligence Industry
ASKCI CORPORATION
中商产业研究院
第六届
跨国公司领导人 峰会
THE SIXTH QINGDAO MULTINATIONALS SUMMIT
01
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
1 中国AI产业全景分析
1.1 AI产业链图谱
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。
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。
1.2 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。
据预测，2025年至2035年期间，中国人工智能产业规模预计将从3696亿
元攀升至20873亿元，以17%的复合年增长率（CAGR）实现持续扩张。
1.3 AI产业企业概况
2024年全年注册53.45万家相关企业，与前一年同期基本持平。截
至目前，国内现存人工智能相关企业224.61万家，其中2025年前2月注
册8.01万家，较去年同期增长了32.72%。
1.4 AI产业布局情况
中国人工智能产业呈现“三极引领、两带崛起”格局。各区域通
过政策、龙头、场景驱动，加速技术落地与生态协同，赋能实体经济转型。
2.1 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。
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。
2.2 AI领域投资机构
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。
*资料来源：中商产业研究院
AI产业图谱
数据来源：中商产业研究院整理
2024-2035年中国人工智能产业规模预测趋势图
1.1 AI产业链图谱
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。
1.2 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。
据预测，2025年至2035年期间，中国人工智能产业规模预计将从3696亿
元攀升至20873亿元，以17%的复合年增长率（CAGR）实现持续扩张。
1.3 AI产业企业概况
2024年全年注册53.45万家相关企业，与前一年同期基本持平。截
至目前，国内现存人工智能相关企业224.61万家，其中2025年前2月注
册8.01万家，较去年同期增长了32.72%。
02
1.4 AI产业布局情况
中国人工智能产业呈现“三极引领、两带崛起”格局。各区域通
过政策、龙头、场景驱动，加速技术落地与生态协同，赋能实体经济转型。
2.1 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。
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。
2.2 AI领域投资机构
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。
1.1 AI产业链图谱
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。
1.2 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。
据预测，2025年至2035年期间，中国人工智能产业规模预计将从3696亿
元攀升至20873亿元，以17%的复合年增长率（CAGR）实现持续扩张。
1.3 AI产业企业概况
2024年全年注册53.45万家相关企业，与前一年同期基本持平。截
至目前，国内现存人工智能相关企业224.61万家，其中2025年前2月注
册8.01万家，较去年同期增长了32.72%。
03
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
1.4 AI产业布局情况
中国人工智能产业呈现“三极引领、两带崛起”格局。各区域通
过政策、龙头、场景驱动，加速技术落地与生态协同，赋能实体经济转型。
2.1 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。
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。
2.2 AI领域投资机构
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。
数据来源：中商产业研究院整理
2019-2025年2月中国人工智能相关企业注册量及增速情况
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
04
2.1 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。
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。
2.2 AI领域投资机构
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。
地区 优势领域 产业地位 产业特点 核心城市
珠三角地区
无人机、AI芯片、
自动驾驶、智能制造、
语音交互、计算机视觉、
智能终端、机器人
全国AI应用创新高
地，企业数量高，
深圳-东莞-广州形
成“硬件+算法+场
景”闭环
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
带，承担数据资源
与算力服务职能，
细分领域突出
侧重数据标注、算力服务
等劳动密集型环节;依赖本
地高校（武大、西安交
大）和国企资源;政策红利
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
05
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
2.1 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。
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。
2.2 AI领域投资机构
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。
2 中国AI产业投融资情况
数据来源：中商产业研究院整理
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
06
2.1 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。
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。
2.2 AI领域投资机构
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。
资料来源：中商产业研究院整理
资料来源：中商产业研究院整理
2024年中国人工智能领域主要细分行业融资情况
2024年国内人工智能行业活跃的投资机构情况
子行业 融资事件数量 占比 融资总额
（亿元） 占比
AIGC 111 16.11% 315.84 24.02%
Al基础层 65 9.43% 54.75 4.16%
Al技术层 45 6.53% 38.23 2.91%
Al行业应用 297 43.11% 516.45 39.27%
Al行业应用：机器人 88 29.63%（占应用
层比重） 75.31 14.58%
（占应用层比重）
Al行业应用：自动驾驶 27 9.09%（占应用层
比重） 292.87 56.71%
（占应用层比重）
Al通用应用 56 8.13% 21.53 1.64%
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Al 12 彩智科技， 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 10 VAST哇嘶嗒科技，无问芯穹，中科睿鉴
玦
2.1 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。
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。
2.2 AI领域投资机构
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。
07
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
3 未来投资热点领域及赛道
3.1 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。
3.1.1 智能制造
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。
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。
3.1.2 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。
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。
3.1.3 AI金融
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。
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。
3.2 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。
3.2.1 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。
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。
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
资料来源：中商产业研究院整理
数据来源：中商产业研究院整理
2024年中国人工智能领域主要细分行业融资情况
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。
3.2.2 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。
08
2.1 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。
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。
2.2 AI领域投资机构
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。
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。
3.1.2 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。
数据来源：中商产业研究院整理
2019-2025年中国AI医疗产业规模及预测情况
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。
3.1.3 AI金融
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。
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。
3.2 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。
3.2.1 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。
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。
资料来源：中商产业研究院整理
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
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。
3.2.2 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。
2.1 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。
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。
2.2 AI领域投资机构
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。
09
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
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。
3.1.2 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。
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。
3.1.3 AI金融
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。
资料来源：中商产业研究院整理
AI医疗各领域发展概况
2019-2025年中国AI金融产业规模及预测
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。
3.2 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。
3.2.1 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。
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。
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
数据来源：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。
3.2.2 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。
10
2.1 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。
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。
2.2 AI领域投资机构
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。
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。
3.1.2 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。
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。
3.1.3 AI金融
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。
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。
3.2 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。
3.2.1 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
资料来源：中商产业研究院整理
资料来源：中商产业研究院整理
AI金融各领域发展概况
人市场规模约13亿元，预计2030年将达254亿元。
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。
应用领域 应用阶段 重点企业
智能投顾 成长期 商汤科技、Charles Schwab
AI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
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
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。
3.2.2 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。
2.1 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。
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。
2.2 AI领域投资机构
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。
11
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
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。
3.1.2 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。
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。
3.1.3 AI金融
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。
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。
3.2 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。
3.2.1 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。
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。
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
资料来源：中商产业研究院整理
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
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。
3.2.2 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。
12
2.1 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。
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。
2.2 AI领域投资机构
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。
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。
3.1.2 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。
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。
3.1.3 AI金融
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。
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。
3.2 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。
3.2.1 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。
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。
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。
3.2.2 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。
数据来源：中商产业研究院整理
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
Dobot Atom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
万小时康复数据训练，步态优化算法使患者步行
效率提升35%。
医疗场景技术标杆
13
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
2.1 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。
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。
2.2 AI领域投资机构
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。
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%。
数据来源：中商产业研究院整理
2019-2025年中国自动驾驶产业规模及预测
中国辅助驾驶新车渗透率情况
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。
3.2.3 算力基础设施
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。
算力基础设施行业正经历指数级增长，成为数字经济时代的核
心引擎，预计2030年中国算力总规模有望达到1000EFLOPS。
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。
3.2.4 生成式AI
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。
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。
数据来源：中商产业研究院整理
14
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%。
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。
3.2.3 算力基础设施
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
算力基础设施行业正经历指数级增长，成为数字经济时代的核
心引擎，预计2030年中国算力总规模有望达到1000EFLOPS。
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。
3.2.4 生成式AI
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。
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。
数据来源：中商产业研究院整理
数据来源：中商产业研究院整理
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
15
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
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%。
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。
3.2.3 算力基础设施
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。
算力基础设施行业正经历指数级增长，成为数字经济时代的核
心引擎，预计2030年中国算力总规模有望达到1000EFLOPS。
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。
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
3.2.4 生成式AI
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。
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。
数据来源：中商产业研究院整理
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 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
昇
16
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%。
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。
3.2.3 算力基础设施
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。
算力基础设施行业正经历指数级增长，成为数字经济时代的核
心引擎，预计2030年中国算力总规模有望达到1000EFLOPS。
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。
3.2.4 生成式AI
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。
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。
2024-2030年生成式AI产业规模及预测
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。
数据来源：中商产业研究院整理
数据来源：中商产业研究院整理
17
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
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%。
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。
3.2.3 算力基础设施
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。
算力基础设施行业正经历指数级增长，成为数字经济时代的核
心引擎，预计2030年中国算力总规模有望达到1000EFLOPS。
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。
3.2.4 生成式AI
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。
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
23
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
18
Since the 18th National Congress of the Communist Party of China,
the Chinese government has attached great importance to the development
of a new generation of artificial intelligence (AI). General Secretary Xi
Jinping pointed out that: “Artificial intelligence is a strategic technology
leading the current round of scientific and technological revolution and
industrial transformation, with a strong ‘leading goose’ effect that drives
spillover growth,” and that “accelerating the development of a new genera-
tion of artificial intelligence is a strategic issue concerning whether China
can seize the opportunities of the new round of scientific and technological
revolution and industrial transformation.” AI exhibits typical characteris-
tics of a general-purpose technology and serves as an important engine for
cultivating and developing high-quality new productive forces.
The AI industry has formed a complete closed loop of “basic
support - technological core - scenario implementation.” The AI
industry chain includes the foundational layer, the technological
1.Panoramic Analysis of China's AI Industry
1.1 AI Industry Chain Map
layer, and the application layer.
1.2 AI Industry Scale
China's AI industry is entering a fast lane of explosive growth with a
globally leading growth rate. It is projected that between 2025 and 2035,
China's AI industry scale is expected to rise from RMB 369.6 billion to
RMB 2,087.3 billion, achieving sustained expansion at a 17% compound
annual growth rate (CAGR).
1.3 AI Industry Enterprise Overview
A total of 534,500 related enterprises were registered in 2024, remain-
ing largely flat compared to the previous year. As of now, there are
2,246,100 existing AI-related enterprises in China, of which 80,100 were
registered in the first two months of 2025, a 32.72% year-on-year increase.
19
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
Since the 18th National Congress of the Communist Party of China,
the Chinese government has attached great importance to the development
of a new generation of artificial intelligence (AI). General Secretary Xi
Jinping pointed out that: “Artificial intelligence is a strategic technology
leading the current round of scientific and technological revolution and
industrial transformation, with a strong ‘leading goose’ effect that drives
spillover growth,” and that “accelerating the development of a new genera-
tion of artificial intelligence is a strategic issue concerning whether China
can seize the opportunities of the new round of scientific and technological
revolution and industrial transformation.” AI exhibits typical characteris-
tics of a general-purpose technology and serves as an important engine for
cultivating and developing high-quality new productive forces.
The AI industry has formed a complete closed loop of “basic
support - technological core - scenario implementation.” The AI
industry chain includes the foundational layer, the technological
layer, and the application layer.
1.2 AI Industry Scale
China's AI industry is entering a fast lane of explosive growth with a
globally leading growth rate. It is projected that between 2025 and 2035,
China's AI industry scale is expected to rise from RMB 369.6 billion to
RMB 2,087.3 billion, achieving sustained expansion at a 17% compound
annual growth rate (CAGR).
AI Industry Map
1.3 AI Industry Enterprise Overview
A total of 534,500 related enterprises were registered in 2024, remain-
ing largely flat compared to the previous year. As of now, there are
2,246,100 existing AI-related enterprises in China, of which 80,100 were
registered in the first two months of 2025, a 32.72% year-on-year increase.
Prepared by: AskCI
Since the 18th National Congress of the Communist Party of China,
the Chinese government has attached great importance to the development
of a new generation of artificial intelligence (AI). General Secretary Xi
Jinping pointed out that: “Artificial intelligence is a strategic technology
leading the current round of scientific and technological revolution and
industrial transformation, with a strong ‘leading goose’ effect that drives
spillover growth,” and that “accelerating the development of a new genera-
tion of artificial intelligence is a strategic issue concerning whether China
can seize the opportunities of the new round of scientific and technological
revolution and industrial transformation.” AI exhibits typical characteris-
tics of a general-purpose technology and serves as an important engine for
cultivating and developing high-quality new productive forces.
The AI industry has formed a complete closed loop of “basic
support - technological core - scenario implementation.” The AI
industry chain includes the foundational layer, the technological
layer, and the application layer.
1.2 AI Industry Scale
China's AI industry is entering a fast lane of explosive growth with a
globally leading growth rate. It is projected that between 2025 and 2035,
China's AI industry scale is expected to rise from RMB 369.6 billion to
RMB 2,087.3 billion, achieving sustained expansion at a 17% compound
annual growth rate (CAGR).
1.3 AI Industry Enterprise Overview
A total of 534,500 related enterprises were registered in 2024, remain-
ing largely flat compared to the previous year. As of now, there are
2,246,100 existing AI-related enterprises in China, of which 80,100 were
registered in the first two months of 2025, a 32.72% year-on-year increase.
Forecasted Trend of China's AI Industry Scale (2024-2035)
China's AI-Related Enterprise Registrations and Growth Rate (2019-Feb 2025)
Prepared by: AskCI (www.askci.com)
Prepared by: AskCI (www.askci.com)
20
21
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
1.3 Comprehensive Development of National-level Economic
and Technological Development Zones
A "leading by three poles, rising in two fields" pattern characterizes
China's AI industry. Specifically, each region accelerates technological
implementation and ecosystem synergy through policy support, leading
enterprises, and scenario-driven development, empowering the transforma-
tion of the real economy.
1.4 AI Industry Distributiones
Regional Distribution of China's AI Industry
Yangtze
River Delta
Integrated circuits,
smart sensors,
computer vision, smart
healthcare,
autonomous driving
Largest AI industry
scale, leading
technology
commercialization,
most complete
industrial chain
Strong industry-academia
collaboration, synergy between
universities and leading enterprises;
foreign-funded enterprise clusters;
full-chain coverage from chip design
to algorithm development and
scenario implementation
Shanghai,
Hangzhou,
Nanjing, Suzhou,
Hefei
Pearl River
Delta region
Drones, AI chips,
autonomous driving,
smart manufacturing,
speech interaction,
computer vision, smart
terminals, robotics
National hub for AI
application innovation,
highest enterprise
concentration; a
"hardware + algorithm
+ scenario" closed loop
in Shenzhen,
Dongguan, and
Guangzhou
Strong hardware manufacturing
capabilities, deep integration with
electronics manufacturing; market-
driven operation, more enterprise
focus on commercialization; Hong
Kong-Macau collaboration, focus on
cross-border AI scenarios (AI +
traditional medicine, smart city) in
Hengqin
Shenzhen,
Guangzhou,
Zhuhai
Region Key Strengths Industry Position Industry Characteristics Core Cities
Beijing-
Tianjin-
Hebei region
Computing
infrastructure, AI
chips, deep learning
frameworks,
knowledge graphs,
government AI,
autonomous driving
Core national AI
innovation hub, strong
foundational R&D,
more AI enterprises
and patents in Beijing
Dense resources from universities
and state-owned enterprises, strong
technological originality; policy-
driven operation, intensive pilot
programs (e.g., access to
autonomous driving road rights)
Beijing, Tianjin,
Shijiazhuang
27
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Multinationals and China：Connecting the World for Win-Win Cooperation
22
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Region Key Strengths Industry Position Industry Characteristics Core Cities
Chengdu-
Chongqing
region
Industrial drones,
speech recognition,
edge computing,
industrial robots,
industrial quality
inspection, smart
healthcare
Western AI
bridgehead, key node
in national "East Data
West Computing"
strategy
Cost advantages (land, talent),
undertaking eastern computing
demand; focus on vertical scenarios
(military AI, mountainous
autonomous driving testing); strong
policy support (Chongqing as AI
innovation pilot zone)
Chengdu,
Chongqing
Potential
cities in
central &
western
regions
Data centers, data
labeling, optical
communications, AI
remote sensing, AI
aerospace, smart
agriculture
National AI support
belt; provision of data
resources and
computing services;
niche strengths
Labor-intensive segments (data
labeling, computing services);
reliance on local universities
(Wuhan University, Xi'an Jiaotong
University) and state-owned
enterprises; strong policy incentives
("East Data West Computing"
project, subsidies); weaker local
innovation ecosystem
Wuhan, Xi'an,
Changsha, Guiyang
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跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
2.Investment and Financing in China's AI Industry
2.1 AI Investment and Financing Events
From 2020 to 2024, China's AI investment and financing exhibited an
"inverted V-shaped" fluctuation. Peaking in 2021 with 1,076 deals (amount
exceeding RMB 200 billion), it declined for two consecutive years due to
macroeconomic factors, dropping to 633 deals in 2023. In 2024, the market
rebounded to 696 deals (RMB 105.251 billion), a 9.6% year-on-year
increase. In Q1 2025, China's AI investment and financing maintained
steady growth, with 241 deals, a 12% year-on-year increase, continuing the
active trend in technology-driven sectors.
Number and Amount of AI Investment and
Financing Events in China （2020-Q1 2025)
The primary market financing in the AI industry is characterized by
application-layer dominance and increasing sector divergence, with vertical
scenario implementation capabilities and commercialization prospects
becoming the core logic for capital decisions.
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24
The primary market financing in the AI industry is characterized by
application-layer dominance and increasing sector divergence, with vertical
scenario implementation capabilities and commercialization prospects
becoming the core logic for capital decisions.
Major Sector Financing in China's AI Industry (2024)
2.2 AI Investment Institutions
Leading institutions such as Sequoia China and MiraclePlus, along
with policy-guided funds, form a dual-drive mechanism, focusing on sectors
like large models, autonomous driving, and robotics.
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Sector Financing
Event Count Proportion Financing Amount
(RMB 0.1 billion) Proportion
AIGC 111 16.11% 315.84 24.02%
AI Foundation Layer 65 9.43% 54.75 4.16%
AI Technology Layer 45 6.53% 38.23 2.91%
AI Industry
Applications 297 43.11% 516.45 39.27%
AI Industry
Applications: Robotics 88 29.63%
(of application layer) 75.31 14.58%
(of application layer)
AI Industry
Applications:
Autonomous Driving
27 9.09%
(of application layer) 292.87 56.71%
(of application layer)
AI General
Applications 56 8.13% 21.53 1.64%
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跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
Active Investment Institutions in China's AI Industry (2024)
Investment Institutions Deal Count Invested AI Companies
MiraclePlus Yuannian Moment, Knowledge Painter, AheadForm,
Gongji Tech
Z Fund/Zhipu AI Caizhi Tech, Juexin Bio, PHYBOT, SiliconFlow
Sequoia China Yunjing Intelligence, Qiongche Intelligence, Zhipu AI,
Yuewa Health
Dachen Caizhi VAST, Infinigence AI, Newsverify
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12
10
10
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3.Future Investment Hotspots and Sectors
3.1 Three High-Potential AI Sectors
In 2024, China's AI industry saw a surge in deep technology integra-
tion and large-scale scenario implementation in smart manufacturing, med-
ical AI, and financial AI, making them the core high-potential sectors for
capital deployment.
3.1.1 Smart Manufacturing
The global smart manufacturing market is in a phase of rapid growth,
with China as a core growth pole, leading in both market size and techno-
logical applications. In the future, the integration of AI, digital twins, and
other technologies, coupled with demand from automotive, electronics, and
other industries, and supported by policies, will continue to drive the
market to expand. By 2025, China's market size is expected to exceed RMB
4 trillion.
Smart manufacturing, centered on smart factories and robotics, inte-
grates 5G, AI, and digital twin technologies to enable flexible production
and full-process digitalization in industries like automotive, 3C, and new
energy. The implementation of smart quality inspection and supply chain
optimization has deepened, achieving 30%-50% efficiency gains and over
40% cost reductions.
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High-Potential Sectors
Smart Manufacturing Medical AI Financial AI
Smart Factories, Intelligent Robotics,
Smart Quality Inspection, Supply
Chain Optimization, etc., exploring AI
applications in automated production
and quality inspection.
AI Drug Discovery, AI Medical
Devices, AI Health Management,
Automated Pharmacies, etc., actively
building a full-scenario medical
ecosystem covering pre-diagnosis,
diagnosis, and post-diagnosis
processes.
AI Wealth Management, AI Credit
Risk Control, AI Insurance Models,
Supply Chain Finance, etc., where
future technology integration and
regulatory governance may become key
development directions.
27
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
In 2024, China's AI industry saw a surge in deep technology integra-
tion and large-scale scenario implementation in smart manufacturing, med-
ical AI, and financial AI, making them the core high-potential sectors for
capital deployment.
3.1.1 Smart Manufacturing
The global smart manufacturing market is in a phase of rapid growth,
with China as a core growth pole, leading in both market size and techno-
logical applications. In the future, the integration of AI, digital twins, and
other technologies, coupled with demand from automotive, electronics, and
other industries, and supported by policies, will continue to drive the
market to expand. By 2025, China's market size is expected to exceed RMB
4 trillion.
Smart manufacturing, centered on smart factories and robotics, inte-
grates 5G, AI, and digital twin technologies to enable flexible production
and full-process digitalization in industries like automotive, 3C, and new
energy. The implementation of smart quality inspection and supply chain
optimization has deepened, achieving 30%-50% efficiency gains and over
40% cost reductions.
China's Smart Manufacturing Scale (2019-2025)
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Development Overview of Smart Manufacturing Sectors
Application Fields Development Stage Key Enterprises
Smart Factories Growth Phase NAURA, JSG, Rootcloud, Haute Tech, Lead Intelligent
Intelligent Robots Early Commercialization DJI, Siasun Robot, Estun
Smart Quality Inspection Growth Phase Huawei, UNICOMP, Zhongda Technology, CEC PIE
Optimization of Supply Chain Growth Phase Alibaba, Annto, JD.com
28
3.1.2 Medical AI
With the continuous development of AI technology and the increasing
demand for healthcare, the medical AI sector is expected to expand further.
The CAGR from 2019 to 2025 is expected to be 44.14%, and the scale is
expected to reach 34.9 billion RMB by the year 2025.
The sector can be divided into sub-sectors such as AI + medical imag-
ing/surgical robots, AI + data/medical services, AI + assisted diagnosis, AI
+ drug discovery, etc.
China's Medical AI Industry Scale and Forecast (2019-2025)
3.1.3 AI Finance
The AI finance industry continues to expand, driven by technological
advancements and policy support. Its future development will likely focus
on technology integration and regulatory governance. Currently, AI
finance excels in sub-sectors such as AI wealth management, AI credit risk
control, AI insurance models, and supply chain finance. The market size is
expected to reach RMB 72.3 billion by 2025.
AI finance is centered on AI wealth management and AI credit risk
control, improving investment decision efficiency by 25%. Meanwhile, AI
insurance models and supply chain finance enable full-process intelligence.
3.2 Four Emerging AI Sectors
In 2024, emerging AI sectors experienced explosive growth driven by
technological breakthroughs and scenario implementation. Humanoid
robots, computing infrastructure, autonomous driving, and generative AI
have become core areas for capital investment and industrial deployment.
3.2.1 Humanoid Robots
Backed by a complete industrial chain, policy support, and market
demand, China's humanoid robot sector is poised to reshape the global
robotics industry landscape. In 2024, China's humanoid robot market size
was approximately RMB 1.3 billion, and is expected to reach RMB 25.4
billion by 2030.
Humanoid robots have achieved technological breakthroughs and
large-scale implementation in smart manufacturing and specialized opera-
tions, becoming a transformative force in industrial production and
high-risk environments.
Prepared by: AskCI (www.askci.com)
Application Fields Development Stage Key Enterprises
AI + Drug Discovery Early Commercialization XtalPi, PharmaResources, HitGen, WuXi
AppTec,Insilico Medicine
Development Overview of Medical AI Sub-sectors
29
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
3.1.2 Medical AI
With the continuous development of AI technology and the increasing
demand for healthcare, the medical AI sector is expected to expand further.
The CAGR from 2019 to 2025 is expected to be 44.14%, and the scale is
expected to reach 34.9 billion RMB by the year 2025.
The sector can be divided into sub-sectors such as AI + medical imag-
ing/surgical robots, AI + data/medical services, AI + assisted diagnosis, AI
+ drug discovery, etc.
3.1.3 AI Finance
The AI finance industry continues to expand, driven by technological
advancements and policy support. Its future development will likely focus
on technology integration and regulatory governance. Currently, AI
finance excels in sub-sectors such as AI wealth management, AI credit risk
control, AI insurance models, and supply chain finance. The market size is
expected to reach RMB 72.3 billion by 2025.
AI finance is centered on AI wealth management and AI credit risk
control, improving investment decision efficiency by 25%. Meanwhile, AI
insurance models and supply chain finance enable full-process intelligence.
3.2 Four Emerging AI Sectors
In 2024, emerging AI sectors experienced explosive growth driven by
technological breakthroughs and scenario implementation. Humanoid
robots, computing infrastructure, autonomous driving, and generative AI
have become core areas for capital investment and industrial deployment.
3.2.1 Humanoid Robots
Backed by a complete industrial chain, policy support, and market
demand, China's humanoid robot sector is poised to reshape the global
robotics industry landscape. In 2024, China's humanoid robot market size
was approximately RMB 1.3 billion, and is expected to reach RMB 25.4
billion by 2030.
Humanoid robots have achieved technological breakthroughs and
large-scale implementation in smart manufacturing and specialized opera-
tions, becoming a transformative force in industrial production and
high-risk environments.
Prepared by: AskCI (www.askci.com)
Prepared by: AskCI (www.askci.com)
Application Fields Development Stage Key Enterprises
AI + Medical Imaging Early Commercialization Mindray, United Imaging, SonoScape,
Airdoc,Edan Instruments
AI + Assisted Diagnosis Early Commercialization BGI Genomics, MGI, Runda Medical, Dian
Diagnostics,LBP, KingMed Diagnostics
AI + Surgical Robots Growth Phase MicroPort MedBot, Tinavi
AI + Data Services Policy-Driven Phase YiduTech, Medlive, iFlytek
Healthcare,Winning Health, Meinian Health
China's AI Finance Industry Scale and Forecast (2019-2025)
30
3.1.2 Medical AI
With the continuous development of AI technology and the increasing
demand for healthcare, the medical AI sector is expected to expand further.
The CAGR from 2019 to 2025 is expected to be 44.14%, and the scale is
expected to reach 34.9 billion RMB by the year 2025.
The sector can be divided into sub-sectors such as AI + medical imag-
ing/surgical robots, AI + data/medical services, AI + assisted diagnosis, AI
+ drug discovery, etc.
3.1.3 AI Finance
The AI finance industry continues to expand, driven by technological
advancements and policy support. Its future development will likely focus
on technology integration and regulatory governance. Currently, AI
finance excels in sub-sectors such as AI wealth management, AI credit risk
control, AI insurance models, and supply chain finance. The market size is
expected to reach RMB 72.3 billion by 2025.
AI finance is centered on AI wealth management and AI credit risk
control, improving investment decision efficiency by 25%. Meanwhile, AI
insurance models and supply chain finance enable full-process intelligence.
3.2 Four Emerging AI Sectors
In 2024, emerging AI sectors experienced explosive growth driven by
technological breakthroughs and scenario implementation. Humanoid
robots, computing infrastructure, autonomous driving, and generative AI
have become core areas for capital investment and industrial deployment.
3.2.1 Humanoid Robots
Backed by a complete industrial chain, policy support, and market
demand, China's humanoid robot sector is poised to reshape the global
robotics industry landscape. In 2024, China's humanoid robot market size
was approximately RMB 1.3 billion, and is expected to reach RMB 25.4
billion by 2030.
Humanoid robots have achieved technological breakthroughs and
large-scale implementation in smart manufacturing and specialized opera-
tions, becoming a transformative force in industrial production and
high-risk environments.
Prepared by: AskCI (www.askci.com)
Prepared by: AskCI (www.askci.com)
Emerging Sectors
Humanoid Robots Computing
Infrastructure Autonomous Driving Generative AI
Integrated AI, advanced
manufacturing, and new
materials, expected to
become disruptive end
products
Integrated AI, advanced
manufacturing, AI chips,
optical modules, and
thermal management
L4 commercial vehicles
(ports/logistics),
vehicle-road
coordination, and high-
precision maps
Accelerated
implementation of text,
image, and video
generation technologies
Application Fields Development Stage Key Enterprises
AI Wealth Management Growth Phase SenseTime, Charles Schwab
AI Credit Risk Control Growth Phase Yusys Technologies, Tongdun Technology, OneConnect
AI Insurance Models Early
Commercialization ZhongAn Technology, Hundsun Electronics
Supply Chain Finance Early
Commercialization Tencent, Linklogis
Development Overview of AI Finance Sub-sectors
31
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
3.1.2 Medical AI
With the continuous development of AI technology and the increasing
demand for healthcare, the medical AI sector is expected to expand further.
The CAGR from 2019 to 2025 is expected to be 44.14%, and the scale is
expected to reach 34.9 billion RMB by the year 2025.
The sector can be divided into sub-sectors such as AI + medical imag-
ing/surgical robots, AI + data/medical services, AI + assisted diagnosis, AI
+ drug discovery, etc.
3.1.3 AI Finance
The AI finance industry continues to expand, driven by technological
advancements and policy support. Its future development will likely focus
on technology integration and regulatory governance. Currently, AI
finance excels in sub-sectors such as AI wealth management, AI credit risk
control, AI insurance models, and supply chain finance. The market size is
expected to reach RMB 72.3 billion by 2025.
AI finance is centered on AI wealth management and AI credit risk
control, improving investment decision efficiency by 25%. Meanwhile, AI
insurance models and supply chain finance enable full-process intelligence.
3.2 Four Emerging AI Sectors
In 2024, emerging AI sectors experienced explosive growth driven by
technological breakthroughs and scenario implementation. Humanoid
robots, computing infrastructure, autonomous driving, and generative AI
have become core areas for capital investment and industrial deployment.
3.2.1 Humanoid Robots
Backed by a complete industrial chain, policy support, and market
demand, China's humanoid robot sector is poised to reshape the global
robotics industry landscape. In 2024, China's humanoid robot market size
was approximately RMB 1.3 billion, and is expected to reach RMB 25.4
billion by 2030.
Humanoid robots have achieved technological breakthroughs and
large-scale implementation in smart manufacturing and specialized opera-
tions, becoming a transformative force in industrial production and
high-risk environments.
China's Humanoid Robot Industry Scale and Forecast (2024-2030)
Prepared by: AskCI (www.askci.com)
32
Leading enterprises such as UBtech and Unitree Robotics have
become industry benchmarks through differentiated technological
approaches and scenario implementation capabilities.
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
Application Scenarios of Humanoid Robots
Application Scenarios Key Functions
Smart Manufacturing
Automotive
Manufacturing
Body inspection, part flipping, customized assembly,
quality inspection, part handling
3C Electronics
Manufacturing
Smart sorting, precision assembly and operation,
quality inspection, circuit testing
Warehousing &
Logistics
Precise picking, quality inspection, loading/unloading,
emergency response, anomaly inspection
Specialized Operations
Energy & Chemicals
Drilling, plant inspection, hazardous material handling,
nuclear waste processing, nuclear facility maintenance
Disaster Relief Rescuer location, collapsed building rescue, material
transport
Underwater/Space
Operations
Underwater/deep-sea exploration, satellite repair, space
missions
Military Operations Reconnaissance, bomb disposal, anti-terrorism, patrol
National Mega-
Projects Nuclear plants, space stations, lunar exploration
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33
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
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Enterprises Key Highlights Industry Position
UBtech
Launched "Tiangong Xingzhe", a research-grade robot
costing no more than RMB 300,000, which has been
supplied to institutions such as the Chinese Academy of
Sciences (CAS) and Tsinghua University to promote its use
in laboratories; partnered with Foxconn to build a 10,000-
unit smart factory, targeting 1,000 units by 2025 and 10,000
units by 2027.
>45% market share in
China's humanoid robot
sector
Unitree
Robotics
Over 100 H1 humanoid robots have been sold overseas,
entering more than 100 countries, with the main users being
universities and research institutes. Nearly 30 universities,
including Shanghai University, have purchased them for
teaching purposes; the four-legged robot dog "Jueying" made
appearances at the CCTV Spring Festival Gala and the
Winter Olympics Opening Ceremony.
Global leader in consumer
humanoid
Leading Humanoid Robot Enterprises
robots
Yuejiang
Technology
Dobot Atom achieves an accuracy of ±0.05mm. The in-house
developed Neural Drive System (NDS) reduces energy
consumption by 42% and has been used on production lines
at BYD and Foxconn. Yuejiang Technology plans 500-unit
mass production by 2025, targeting 30% robotic arm
replacement.
Leader in collaborative
robots
Fourier
Intelligence
The GR-1 general-purpose humanoid robot integrates self-
developed FSA high-performance actuators, achieving a
walking speed of 5km/h with 50kg payload capacity. It also
supports doctor-patient emotional resonance (micro-
expression recognition accuracy: 95%). Galileo system
optimizes gait with 1M hours of rehab data, improving
patient walking efficiency by 35%.
Medical robotics pioneer
34
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
China's Autonomous Driving Industry Scale and Forecast (2019-2025)
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
Prepared by: AskCI (www.askci.com)
35
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
Prepared by: AskCI (www.askci.com)
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
Prepared by: AskCI (www.askci.com)
Number and Amount of AI Investment and
Financing Events in China (2020-Q1 2025)
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
Hierarchy of Intelligent Driving Players
Player Type Enterprises
Technology
Providers
Tier 1 Huawei, Momenta
Tier 2 DeepRoute, WeRide, Horizon Robotics
Tier 3 Minieye, Langge Technology, SenseAuto
Automakers
Tier 1 Tesla, Li Auto, XPeng, Xiaomi
Tier 2 GAC Aion, GAC Toyota, Exeed
Tier 3 Leapmotor, SAIC Volkswagen, CHANGAN NEVO
36
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
Prepared by: AskCI (www.askci.com)
China's AI Chip Industry Scale and Forecast (2019-2025)
China's Total Computing Power and Forecast (2024-2030)
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
Prepared by: AskCI (www.askci.com)
37
跨国公司与中国⸺链接世界 合作共赢
Multinationals and China：Connecting the World for Win-Win Cooperation
3.2.2 Autonomous Driving
China is actively developing intelligent connected vehicles, with
autonomous driving technology further driving enterprises such as BAT to
enter the market and increase R&D investment. The autonomous driving
market is currently in a phase of rapid development.
The autonomous driving level of passenger vehicles produced in
China is transitioning from L2 to L3+. L2 is the most mature autonomous
driving technology, with a penetration rate of approximately 51%. L3 and
L4 have penetration rates of 20% and 11%, respectively.
A clear hierarchy has formed in the intelligent driving sector. Huawei
and Momenta dominate the technology supply side, while Tesla, Li Auto,
XPeng, and Xiaomi lead the intelligent transformation of automakers.
3.2.3 Computing Infrastructure
China's AI chip industry has surpassed RMB 140 billion in scale. With
the continuous development of AI and related technologies, the AI chip
industry is expected to exceed RMB 200 billion in scale by 2025.
The computing infrastructure industry is experiencing exponential
growth, becoming the core engine of the digital economy era. China's total
computing power is projected to reach 1000 EFLOPS by 2030.
A clear hierarchy has emerged in AI computing infrastructure. Tier 1:
Inspur and Huawei Ascend dominate the high-end market; Tier 2: Sugon,
Unisplendour, and Hygon are close behind; Tier 3: Cambricon, Embed-
Way, and CloudWalk focus on niche scenarios.
3.2.4 Generative AI
The market size and technological penetration of generative AI are
rapidly increasing, with policy support and technological innovation con-
tinuing to drive industry growth. The user base is expected to exceed 800
million by 2030.
Prepared by: AskCI (www.askci.com)
Generative AI Industry Scale and Forecast (2024-2030)
Prepared by: AskCI (www.askci.com)
Key Players in AI Computing Infrastructure
Tiers Key Enterprises
Tier 1 Inspur, Huawei Ascend, Foxconn Industrial Internet, Lenovo
Tier 2 Sugon, Unisplendour, Hygon
Tier 3 Cambricon, EmbedWay, CloudWalk
38
Currently, Beijing, Shanghai, and Guangdong are leveraging their
advantages in professional talent and policy support to vigorously promote
generative AI development, accelerating the creation of internationally
competitive AI industry clusters.
Representative generative AI products include ERNIE Bot, Doubao,
Pangu, Kimi Chat, and DeepSeek, empowering scenarios such as content
creation, intelligent customer service, and software development.
Regional Distribution of Registered Generative AI Products
Prepared by: AskCI (www.askci.com)
Prepared by: AskCI (www.askci.com)
Representative Generative AI Products
Model Name Enterprises Description
ERNIE Bot Baidu Cover NLP, computer vision, and cross-modal understanding, serving industries like
manufacturing, energy, and finance.
Doubao ByteDance Integrate NLP, computer vision, and speech recognition technologies.
Pangu Huawei Adopt pioneering STCG technology, focusing on autonomous driving, industrial manufacturing,
and construction, generating physics-compliant multimodal content.
Kimi Chat Moonshot AI Feature ultra-long context processing (200K+ Chinese characters) and support text, image, audio,
and video generation.
DeepSeek
Specialize in logical reasoning, mathematical problem-solving, and real-time Q&A; use RL training
without supervised fine-tuning, and achieve performance comparable to OpenAI's o1 models in
math and coding tasks.
DeepSeek
链接世界
合作共赢
CONNECTING THE WORLD
FOR WIN-WIN COOPERATION
跨国公司领导人青岛峰会秘书处
Secretariat of Qingdao Multinationals Summit
地址：中国山东省青岛市市南区山东路17号海信创业中心8楼
电话：86-0532-51917070
传真：0532-519170004
邮箱：qms@mncsummit.org.cn
网址：https://www.mncsummit.org.cn/
Add：8th Floor Hisense Innovation Center,17 Shandong Road , Shinan District，Qingdao，Shandong P.R.China
Tel：86-0532-51917070
Fax：0532-519170004
E-mail ：qms@mncsummit.org.cn
Website：https://www.mncsummit.org.cn/
