艾媒咨询 | 2025年中国AIGC产业市场状况及标杆企业经营数据分析报告

2025年中国AIGC（人工智能生成内容）市场在政策支持、技术创新和市场需求的多重推动下，实现了显著增长。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国AIGC产业市场状况及标杆企业经营数据分析报告》数据显示，2025年中国AIGC产业规模突破8000亿元，年复合增长率达62%，显著高于全球平均增速。产业市值TOP10企业平均季度市值超750亿元，其中同花顺和浪潮信息稳居前列；财务健康度方面，负债率最低的十家企业平均资产负债率低于15%，而商誉规模后十名企业多为轻资产型AI原生公司，资产结构更灵活，运营效率较高。
艾媒咨询分析师认为，2025年中国AIGC产业正经历快速发展期，头部企业已建立稳固的市场地位，并在技术研发和市场拓展方面保持领先。不过，行业内企业的利润增速存在较大差异，显示出商业化成熟度不一，同时行业在估值逻辑、资产结构及盈利模式上也呈现出高度分化的特征。未来，随着大模型成本下降与行业标准建立，AIGC技术将加速向制造业、教育、医疗等实体经济渗透，推动产业进入规范发展与创新突破并行的新阶段。
In 2025, China's AIGC (Artificial Intelligence Generated Content) market achieved remarkable growth driven by the combined forces of policy support, technological innovation, and market demand. Data from the latest report 2025 China AIGC Industry Market Status and Benchmark Enterprises Operation Data Analysis Report, released by iiMedia Research, a world-leading third-party data mining and analysis institution in the new economy industry, shows that the scale of China's AIGC industry exceeded 800 billion yuan in 2025, with a compound annual growth rate (CAGR) of 62%, significantly outpacing the global average growth rate. In terms of capital market performance, the average quarterly market value of the top 10 enterprises in the industry by market value exceeded 75 billion yuan, among which iFinD and Inspur Information maintained a leading position; in terms of financial health, the average asset-liability ratio of the top 10 enterprises with the lowest liability ratio is less than 15%, while the bottom 10 enterprises in terms of goodwill scale are mostly light-asset AI-native companies, with more flexible asset structures and higher operational efficiency.
Analysts from iiMedia Research believe that China's AIGC industry is experiencing a period of rapid development in 2025, where leading enterprises have established a solid market position and maintained their leading edge in technological research and development as well as market expansion. However, there are significant differences in profit growth rates among enterprises in the industry, indicating inconsistent commercial maturity. At the same time, the industry also presents highly differentiated characteristics in terms of valuation logic, asset structure, and profit model. In the future, with the decline in large model costs and the establishment of industry standards, AIGC technology will accelerate its penetration into the real economy such as manufacturing, education, and medical care, driving the industry into a new stage of simultaneous regulated development and innovative breakthroughs.

艾媒咨询 | 2025年中国人工智能产业市场状况及标杆企业经营数据分析报告

2025年中国人工智能产业整体景气度持续走高，板块指数涨幅显著，产业总市值稳步扩张，截至年末已突破20万亿元大关，资本市场分化格局日益鲜明。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布《2025年中国人工智能产业市场状况及标杆企业经营数据分析报告》数据显示，资本市场呈现出鲜明的分层分化格局。市值、营收、利润、资金流入等核心指标表现差异显著，头部企业与中小尾部企业的差距持续拉大。2025年前三季度，研发投入占比TOP10企业平均达到78.23%，显示出人工智能行业的高成长性和创新驱动特点；毛利率方面，技术领先企业稳定在80%-92%之间。艾媒咨询分析师认为，人工智能产业已进入“硬科技+重投入”驱动的新阶段，高研发投入的行业特征背后，是全产业对核心技术突破、自主可控能力提升的共识，也是行业持续保持高成长性的核心支撑。未来，行业资源将加速向具备真实技术落地能力、可持续商业模式和全球化竞争力的头部企业集中，高质量发展成为主旋律。
In 2025, the overall prosperity of China’s artificial intelligence (AI) industry continued to rise, with significant gains in the sector index and steady expansion of the total industrial market value, which exceeded the 20 trillion yuan mark by the end of the year. The stratified and differentiated pattern of the capital market became increasingly distinct. Data from the latest report , titled "2025 China Artificial Intelligence Industry Market Status and Benchmark Enterprise Operating Data Analysis Report", released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy industry, shows that the capital market presented a distinct stratified and differentiated pattern. There were significant differences in the performance of core indicators such as market value, operating revenue, profit, and capital inflow, and the gap between leading enterprises and small, medium, and tail-end enterprises continued to widen. In the first three quarters of 2025, the average R&D investment ratio of the top 10 enterprises in terms of R&D investment accounted for 78.23%, reflecting the high growth and innovation-driven characteristics of the AI industry; in terms of gross profit margin, technologically leading enterprises maintained a stable range of 80% to 92%. In the view of iiMedia Research analysts, the artificial intelligence industry has entered a new stage driven by "hard technology + heavy investment". Behind the industry characteristic of high R&D investment is the consensus of the entire industry on breakthroughs in core technologies and improvement in independent controllability, which is also the core support for the industry to maintain sustained high growth. In the future, industry resources will accelerate their concentration on leading enterprises with real technological implementation capabilities, sustainable business models, and global competitiveness, and high-quality development will become the main theme.

艾媒咨询 | 2025年中国GEO产业发展状况及重点企业大数据监测报告

近年来，生成式引擎优化（GEO）作为AI时代数字营销核心基础设施的战略定位日益明确，全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国GEO概念板块上市公司经营数据分析报告》显示，2025年中国AI大模型市场规模达495.39亿元，同比大幅增长68.40%，实现跨越式发展，而在AI大模型产业高速发展的带动下，GEO概念板块的行业格局也呈现出鲜明特征，2025年前三季度该板块营收前三的企业合计占据行业营收64.70%，行业营收集中度处于较高水平。艾媒咨询分析师据此指出，当前GEO市场格局已趋于稳固，头部企业的竞争优势正持续扩大。从板块内企业的发展特征来看，相关企业普遍布局广告、数字营销、内容制作等多个领域，既展现出较强的业务多元性，也形成了健康的营收结构；同时，企业营收规模与其发展阶段高度关联，头部企业多处于发展成熟期，具备显著的市场竞争力，这也进一步夯实了GEO作为AI时代数字营销核心基础设施的行业定位。
　　To clarify the strategic positioning of the Generative Engine Optimization (GEO) as the core infrastructure of digital marketing in the AI era, the latest report titled "Analysis Report on the Operating Data of Chinese GEO Concept-Related Listed Companies in 2025" released by iiMedia Research (a leading third-party data mining and analysis institution in the new economy industry) shows that the market size of AI large models in China will reach 49.539 billion yuan in 2025, with a significant year-on-year growth of 68.40%, achieving a leapfrog development. Driven by the rapid development of the AI large model industry, the industry landscape of the GEO concept sector also presents distinct characteristics. In the first three quarters of 2025, the combined revenue of the top three enterprises in this sector accounted for 64.70% of the industry revenue, and the industry revenue concentration was at a relatively high level. Analysts from iiMedia Research pointed out that the current GEO market landscape has become stable, and the competitive advantages of leading enterprises are continuously expanding. From the development characteristics of enterprises within this sector, related enterprises generally focus on advertising, digital marketing, content production, and other fields, which not only demonstrate strong business diversity but also form a healthy revenue structure. At the same time, the revenue scale of enterprises is highly correlated with their development stage. Headline enterprises are mostly in the mature development stage and possess significant market competitiveness, which further solidifies the industry positioning of GEO as the core infrastructure of digital marketing in the AI era.

艾媒咨询 | 2025年中国数字人产业发展报告

2025年，当数字经济成为中国经济高质量发展的“主赛道”，数字人作为“虚拟与现实的连接者、智能传播的核心载体”，已从泛娱乐的“流量符号”进化为赋能产业转型、传承文化、提升城市竞争力的“基础设施”。在无锡举办的2025年中国国际智能传播论坛上，艾媒咨询受邀出席解读数字人产业的“技术突破、场景深化、生态构建”。iiMedia Research（艾媒咨询）数据显示，2024年中国数字人核心市场规模为339.2亿元，预计2030年将达到935.6亿元；2024年数字人带动市场规模为4785.3亿元，预计2030年为10468.6亿元。
By 2025, when the digital economy becomes the "main track" for China's high-quality economic development, digital humans, as the "connectors between the virtual and the real, and the core carriers of intelligent communication", have evolved from the "traffic symbols" of general entertainment to the "infrastructure" that empowers industrial transformation, inherits culture, and enhances urban competitiveness. At the 2025 China International Intelligent Communication Forum held in Wuxi, iiMedia Research was invited to attend and interpret the "technological breakthroughs, scenario deepening, and ecosystem construction" of the digital human industry. iiMedia Research data shows that the core market size of digital humans in China was 33.92 billion yuan in 2024 and is expected to reach 93.56 billion yuan by 2030. The market size driven by digital humans is expected to reach 478.53 billion yuan in 2024 and 1,046.86 billion yuan in 2030.

艾媒咨询 | 2025年中国智能眼镜行业发展状况与消费行为调查数据

随着AI、AR等技术的不断成熟，智能眼镜在功能和应用场景上不断拓展，从最初的视力矫正工具逐渐演变为集时尚、健康、科技于一体的智能穿戴设备。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国智能眼镜行业发展状况与消费行为调查数据》显示，2024年中国人工智能市场规模达到7470亿元，预计2025年将达到10457亿元。与此同时，2024年中国智能眼镜市场销量为46.9亿元，预计2029年将达到1191.1亿元。随着AI交互优化、AR技术成熟及健康监测功能普及，智能眼镜正从辅助工具演进为个人智能终端。中国智能眼镜市场在未来几年内有望继续保持高速增长，并成为全球智能穿戴设备市场的重要组成部分。
中国消费者在购买智能眼镜时，最关注的因素是续航能力，占比61.25%。其次是舒适度（56.00%）和适配性（48.00%）。此外，在使用场景方面，日常出行场景的占比为53.75%，位居第一。娱乐场景（18.50%）和工作场景（15.25%）分别位列第二和第三。整体来看，智能眼镜消费呈现“长续航为刚需、舒适度为支撑”的鲜明特征，使用场景则高度聚焦于日常出行。未来企业应优先攻坚电池技术与佩戴体验，并持续深耕通勤导航等高频功能，以强化用户粘性与市场竞争力。
艾媒咨询分析师认为，未来中国智能眼镜行业将呈现技术驱动与场景深化双轨发展趋势。在技术层面，AI交互与AR显示持续升级，推动设备从辅助工具向智能终端演进，而续航与佩戴舒适度仍是需持续攻坚的核心痛点。在场景层面，以日常通勤为核心，导航、通讯等高频功能将深化应用，健康监测、运动互联等垂直领域潜力显著。随着产业链成熟与成本优化，智能眼镜将逐步从极客群体向大众市场渗透，有望成为下一代个人移动计算平台的重要入口。
With the continuous maturation of technologies such as AI and AR, smart glasses have been expanding in both functionality and application scenarios, evolving from initial vision correction tools into smart wearable devices that integrate fashion, health, and technology. According to the latest "2025 China Smart Glasses Industry Development Status and Consumer Behavior Survey Data" released by iiMedia Research (iimedia research), a leading third-party data mining and analysis agency for the new economy industry, the scale of China's artificial intelligence market reached 747 billion yuan in 2024 and is expected to reach 1,045.7 billion yuan in 2025. Meanwhile, the sales volume of China's smart glasses market was 4.69 billion yuan in 2024 and is projected to reach 119.11 billion yuan in 2029. As AI interaction optimization, AR technology maturity, and health monitoring functions become more widespread, smart glasses are evolving from auxiliary tools to personal smart terminals. The Chinese smart glasses market is expected to maintain a high growth rate in the coming years and become an important part of the global smart wearable device market.
When purchasing smart glasses, Chinese consumers are most concerned about battery life, accounting for 61.25%. Comfort (56.00%) and compatibility (48.00%) follow. In terms of usage scenarios, daily travel scenarios account for 53.75%, ranking first. Entertainment scenarios (18.50%) and work scenarios (15.25%) rank second and third, respectively. Overall, smart glasses consumption shows a distinct feature of "long battery life as a necessity and comfort as a support", with usage scenarios highly focused on daily travel. In the future, enterprises should prioritize the development of battery technology and wearing experience, and continuously deepen the application of high-frequency functions such as commuting navigation to enhance user stickiness and market competitiveness.
Analysts from iiMedia Research believe that the future of China's smart glasses industry will present a dual-track development trend driven by technology and scenario deepening. On the technological front, AI interaction and AR display will continue to upgrade, promoting the evolution of devices from auxiliary tools to smart terminals. Battery life and wearing comfort remain core pain points that need to be continuously addressed. On the scenario front, with daily commuting as the core, navigation and communication functions will be further applied, and vertical fields such as health monitoring and sports connectivity have significant potential. As the industrial chain matures and costs are optimized, smart glasses will gradually penetrate from the geek community to the mass market and are expected to become an important entry point for the next-generation personal mobile computing platform.

艾媒咨询 | 2025-2026年中国智能客服行业研究及消费者洞察报告

随着人工智能技术的不断进步，中国智能客服市场近年来发展迅速，其服务边界持续拓展，市场规模不断扩大，智能客服系统在提升用户服务效率和服务质量方面表现出巨大潜力。iiMedia Research（艾媒咨询）数据显示，2024年中国智能客服市场规模达482亿元（涵盖智能客服行业涉及的硬件、软件、服务等所有细分市场），预计到2027年，这一数字将增长至907亿元。调研结果显示，仍有三成用户对智能客服的使用体验不满意，当前市场中的智能客服语音识别不准确现象较为突出，84.2%的用户曾遇见语音识别不准确情况，未来中国智能客服需要更加注重用户数据的分析和利用，以提升用户体验和服务质量。同时，注重智能客服的迭代优化，进一步智能化、拟人化，推动行业技术进步，增加用户粘性，推动行业高质量发展。
With the continuous advancement of artificial intelligence technology, the intelligent customer service market in China has developed rapidly in recent years. Its service boundaries have been continuously expanding, and the market size has been constantly increasing. The intelligent customer service system has shown great potential in improving the efficiency and quality of user services. iiMedia Research data s shows that in 2024 China's intelligent customer service market scale up to 48.2 billion yuan (including smart customer service industry involving hardware, software, services, all segments), predicts 2027, the number will increase to 90.7 billion yuan. The results of the questionnaire survey show that still 30% of users are dissatisfied with the usage experience of intelligent customer service. Currently, the phenomenon of inaccurate voice recognition in intelligent customer service in the market is quite prominent. 84.2% of users have encountered inaccurate voice recognition situations. In the future, intelligent customer service in China needs to pay more attention to the analysis and utilization of user data to improve user experience and service quality. At the same time, emphasis should be placed on the iterative optimization of intelligent customer service, further enhancing its intelligence and personification, promoting technological progress in the industry, increasing user stickiness, and driving high-quality development of the industry.

鄂尔多斯市人工智能产业研究及竞争优势分析报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《鄂尔多斯市人工智能产业研究及竞争优势分析报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。

（演讲版）中国广告主协会X艾媒咨询 | 2024-2025年中国人工智能行业发展趋势研究报告

人工智能行业作为当今科技领域最具活力和潜力的前沿阵地，依托于大数据、云计算和算法技术的迅猛发展，重塑着人类社会的方方面面。深度学习算法的突破、海量数据资源的积累以及计算能力的大幅提升使人工智能技术从实验室走向了现实世界，开始在各行各业发挥着至关重要的作用，并逐渐成为推动全球科技创新和产业升级的核心力量。全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2024-2025年中国人工智能行业发展趋势研究报告》数据显示，2018-2024年，中国人工智能行业市场规模快速扩张，2024年达7470亿元，同比增长41.0%，预计2025年规模达到10457亿元，占全球比重达20.9%。相较2021年，2023年中国人工智能在互联网（89%）、电信（68%）、政务（65%）、金融（64%）等各领域的渗透率明显提升。中国人工智能行业市场规模不断扩大，且AI技术对各行各业的渗透率在不断提升。艾媒咨询分析师认为，技术创新与突破是人工智能发展的核心驱动力。算法优化，尤其是深度学习和强化学习的进步，显著提升了AI的智能性、效率和准确性，使其能够应对更复杂的任务。多模态融合技术的发展，让AI能够整合文本、图像、语音等不同数据类型，从而实现更全面的感知和理解，为各行各业带来创新应用的可能性。人工智能正深度融入各行业，为其带来诸多积极改变，推动各行业高质量发展。
Nowadays, as the most dynamic and potential frontier in science and technology field, artificial intelligence industry is reshaping all aspects of human society, relying on the rapid development of big data, cloud computing and algorithm technology. The breakthrough of deep learning algorithms, the accumulation of massive data resources and the substantial improvement of computing power make artificial intelligence technology from the laboratory to the real world, begin to play a crucial role in all walks of life, and gradually become the core force to promote global scientific and technological innovation and industrial upgrading. According to the latest "Research Report on the development trend of China's artificial intelligence Industry from 2024 to 2025 " released by iiMedia Research, data show that from 2018 to 2024, the market scale of China's artificial intelligence industry has expanded rapidly, reaching 747 billion yuan in 2024, increasing of 41.0% year-on-year, and is expected to reach 1045.7 billion yuan in 2025, which is accounting for 20.9% of the global share. Compared with 2021, the penetration rate of China's artificial intelligence in various fields such as the Internet (89%), telecommunications (68%), government affairs (65%), and finance (64%) in 2023 has significantly increased. The market scale of China's artificial intelligence industry continues to expand, and the penetration rate of AI technology to all walks of life continues to increase. The iiMedia consulting analysts believe that technological innovation and breakthrough are the core driving force for the development of artificial intelligence. Advances in algorithmic optimization, especially deep learning and reinforcement learning, have significantly increased AI's intelligence, efficiency, and accuracy, enabling it to tackle more complex tasks. The development of multi-modal fusion technology allows AI to integrate different data types such as text, images, and voice, so as to achieve more comprehensive perception and understanding, taking the possibility of innovative applications to various industries. Artificial intelligence is deeply integrated into various industries, bringing many positive changes to it and promoting high-quality development of various industries.

艾媒咨询 | 2024-2025年中国人工智能行业发展趋势研究报告

人工智能行业作为当今科技领域最具活力和潜力的前沿阵地，依托于大数据、云计算和算法技术的迅猛发展，重塑着人类社会的方方面面。深度学习算法的突破、海量数据资源的积累以及计算能力的大幅提升使人工智能技术从实验室走向了现实世界，开始在各行各业发挥着至关重要的作用，并逐渐成为推动全球科技创新和产业升级的核心力量。全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2024-2025年中国人工智能行业发展趋势研究报告》数据显示，2018-2024年，中国人工智能行业市场规模快速扩张，2024年达7470亿元，同比增长41.0%，预计2025年规模达到10457亿元，占全球比重达20.9%。相较2021年，2023年中国人工智能在互联网（89%）、电信（68%）、政务（65%）、金融（64%）等各领域的渗透率明显提升。中国人工智能行业市场规模不断扩大，且AI技术对各行各业的渗透率在不断提升。艾媒咨询分析师认为，技术创新与突破是人工智能发展的核心驱动力。算法优化，尤其是深度学习和强化学习的进步，显著提升了AI的智能性、效率和准确性，使其能够应对更复杂的任务。多模态融合技术的发展，让AI能够整合文本、图像、语音等不同数据类型，从而实现更全面的感知和理解，为各行各业带来创新应用的可能性。人工智能正深度融入各行业，为其带来诸多积极改变，推动各行业高质量发展。
Nowadays, as the most dynamic and potential frontier in science and technology field, artificial intelligence industry is reshaping all aspects of human society, relying on the rapid development of big data, cloud computing and algorithm technology. The breakthrough of deep learning algorithms, the accumulation of massive data resources and the substantial improvement of computing power make artificial intelligence technology from the laboratory to the real world, begin to play a crucial role in all walks of life, and gradually become the core force to promote global scientific and technological innovation and industrial upgrading. According to the latest "Research Report on the development trend of China's artificial intelligence Industry from 2024 to 2025 " released by iiMedia Research, data show that from 2018 to 2024, the market scale of China's artificial intelligence industry has expanded rapidly, reaching 747 billion yuan in 2024, increasing of 41.0% year-on-year, and is expected to reach 1045.7 billion yuan in 2025, which is accounting for 20.9% of the global share. Compared with 2021, the penetration rate of China's artificial intelligence in various fields such as the Internet (89%), telecommunications (68%), government affairs (65%), and finance (64%) in 2023 has significantly increased. The market scale of China's artificial intelligence industry continues to expand, and the penetration rate of AI technology to all walks of life continues to increase. The iiMedia consulting analysts believe that technological innovation and breakthrough are the core driving force for the development of artificial intelligence. Advances in algorithmic optimization, especially deep learning and reinforcement learning, have significantly increased AI's intelligence, efficiency, and accuracy, enabling it to tackle more complex tasks. The development of multi-modal fusion technology allows AI to integrate different data types such as text, images, and voice, so as to achieve more comprehensive perception and understanding, taking the possibility of innovative applications to various industries. Artificial intelligence is deeply integrated into various industries, bringing many positive changes to it and promoting high-quality development of various industries.

嘉兴市人工智能产业研究及竞争优势分析报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《嘉兴市人工智能产业研究及竞争优势分析报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。