CAICT: China's AI Industry Scale Exceeds 1.2 Trillion Yuan in 2025, Up 40% YoY
According to CAICT estimates, China's AI industry scale exceeded 1.2 trillion yuan in 2025, a year-on-year increase of 40%. As of June 2026, there were over 6,600 related enterprises, forming a complete industrial system.
Data released by the China Academy of Information and Communications Technology (CAICT) shows that China's AI industry scale surpassed 1.2 trillion yuan in 2025, a year-on-year increase of 40%. This growth rate indicates that AI has become an important force driving high-quality economic development, with the industrial ecosystem continuing to improve.
The industry chain structure shows a trend of diversified development. The basic layer accounts for 38% of the scale, up 59% YoY, providing solid support for upper-layer applications. The model framework layer grew the fastest, with a YoY increase of 189%, reflecting the activity of technological innovation and the rapid iteration of core technologies such as large models.
The application layer has the highest scale share, reaching 55%, up 22% YoY, indicating that AI technology has widely penetrated various industries and the commercialization process is accelerating. From the basic foundation to industry applications, the complete industrial system lays the foundation for the scaled application of AI technology.
As of June 2026, the number of AI enterprises in China exceeded 6,600, accounting for 15% globally. This data highlights China's important position in the global AI competitive landscape, and the growth in the number of enterprises also implies intensified market competition and the release of innovation vitality.
The industry scale is highly concentrated in regions such as Beijing and Guangdong, forming a significant agglomeration effect. This regional concentration is conducive to optimized resource allocation and synergy between upstream and downstream industries, but it may also bring issues of unbalanced regional development. In the future, attention needs to be paid to the balance of industrial layout.
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