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年中国存储芯片领域市场状况及标杆企业经营数据分析报告

存储芯片作为支撑人工智能、大数据、物联网等新一代信息技术发展的关键基础硬件，其技术突破与产业安全直接关系到国家科技自立自强与产业链供应链稳定，具有极强的战略价值与产业带动效应。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年中国存储芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国存储芯片产业呈现头部集聚、技术驱动、分化加剧的发展特征，行业集中度持续提升，营收前三名企业合计贡献TOP10营收的51.02%，整体研发投入水平较高，平均研发投入强度超过10%，头部企业在技术研发与市场份额上的引领作用进一步凸显。艾媒咨询分析师认为，2025年中国存储芯片产业处于技术突破与国产替代的双重窗口期，头部企业凭借技术积累与资本优势，逐步缩小与国际巨头的差距。而兆易创新、中微公司、长电科技等企业在设计、设备、封测环节的亮眼表现，印证了中国存储芯片全产业链协同发展的格局初步形成，各环节龙头通过差异化竞争构筑起坚实的产业壁垒。未来，随着先进制程突破与产能逐步释放，中国存储芯片产业将进一步夯实全球竞争力，为全球半导体产业格局优化与数字经济高质量发展提供核心硬件支撑。
As a critical foundational hardware supporting the development of new-generation information technologies such as artificial intelligence, big data, and the Internet of Things, memory chips are of great strategic value and industrial driving effect. Their technological breakthroughs and industrial security are directly related to national scientific and technological self-reliance and the stability of industrial and supply chains. According to the“Report on China's Memory Chip Market Status and Operational Data Analysis of Benchmark Enterprises in 2025”recently released by iiMedia Research, a leading global third-party data mining and analysis institution for the new economy, China’s memory chip industry in 2025 exhibited characteristics of head concentration, technology-driven growth, and intensified differentiation. Industry concentration continued to rise, with the top three revenue-generating enterprises accounting for 51.02% of the total revenue of the top 10 enterprises. The overall R&D investment remained high, with an average R&D intensity exceeding 10%, further highlighting the leading role of head enterprises in technological R&D and market share. Analysts at iiMedia Research pointed out that China’s memory chip industry is in a dual window period of technological breakthroughs and domestic substitution in 2025. Leading enterprises are gradually narrowing the gap with international giants by virtue of their technological accumulation and capital advantages. The outstanding performance of enterprises such as GigaDevice, AMEC, and JCET in design, equipment, and packaging and testing segments confirms that a pattern of coordinated development across the entire industrial chain of China’s memory chip industry has initially taken shape, with leading enterprises in each segment building solid industrial barriers through differentiated competition.In the future, with breakthroughs in advanced processes and the gradual release of production capacity, China’s memory chip industry will further consolidate its global competitiveness and provide core hardware support for the optimization of the global semiconductor industry landscape and the high-quality development of the digital economy.

艾媒咨询 | 2025-2026年中国智算一体机行业研究报告

　全球范围内算力需求呈现爆发式增长，传统计算模式在应对海量数据实时处理、多模态交互及复杂决策任务时已显现出局限性。智算一体机作为新一代信息技术的集成载体，通过将算力硬件、智能算法与垂直场景深度耦合，构建起“端-边-云”协同的弹性算力网络，正逐步成为支撑产业升级与数字化转型的核心基础设施。随着人工智能、5G、边缘计算等技术的深度融合，传统算力设备的功能边界不断拓展，从单一的数据处理向“感知-决策-执行”一体化演进，智算一体机以其高度集成化、智能化和场景适配性，正在重塑千行百业的底层技术架构。
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《2025-2026年中国智算一体机行业研究报告》数据显示全球人工智能市场规模和人工智能芯片市场规模均呈现显著的增长趋势。预计到2025年，全球人工智能市场规模将达到36885亿美元。艾媒咨询分析师认为，智算一体机能够在一个紧凑的系统中完成从数据采集、存储、处理到分析的全流程，极大简化了传统IT架构的复杂性，还具备高性能计算能力、灵活性和可扩展性，智算一体机的出现，为AI算力下沉提供了有力支持。
　　The demand for computing power has witnessed explosive growth worldwide. Traditional computing models have shown limitations when dealing with real-time processing of massive data, multimodal interaction, and complex decision-making tasks. As an integrated carrier of the new generation of information technology, the intelligent computing all-in-one machine, by deeply coupling computing power hardware, intelligent algorithms and vertical scenarios, builds an elastic computing power network of "end-edge-cloud" collaboration, and is gradually becoming the core infrastructure supporting industrial upgrading and digital transformation. With the deep integration of technologies such as artificial intelligence, 5G, and edge computing, the functional boundaries of traditional computing power devices are constantly expanding, evolving from single data processing to an integrated process of "perception - decision-making - execution". The intelligent computing all-in-one machine, with its high degree of integration, intelligence, and scene adaptability, is reshaping the underlying technical architecture of thousands of industries.
　　The latest "China's intelligent computing machine industry research report from 2025 to 2026" released by iiMedia Research, a third-party data mining and analysis institution for the global new economy industry, shows that both the global artificial intelligence market size and the artificial intelligence chip market size have shown a significant growth trend. It is estimated that by 2025, the global artificial intelligence market size will reach 3,688.5 billion US dollars. Analysts from iiMedia Research believe that the all-in-one intelligent computing machine can complete the entire process from data collection, storage, processing to analysis in a compact system, greatly simplifying the complexity of traditional IT architectures. It also has high-performance computing capabilities, flexibility and scalability. The emergence of the all-in-one intelligent computing machine provides strong support for the downward penetration of AI computing power.

艾媒咨询 | 2025年中国云游戏消费行为调查数据

随着云游戏技术突破，其应用场景持续扩展，覆盖以移动端、主机跨平台联动为代表的设备革新领域，以订阅制、按需付费为核心的消费模式创新领域，以及画质增强、社交互动等功能升级领域。根据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《2025年中国云游戏消费行为调查数据》数据显示，58.23%的云游戏用户每周保持3-5天高频次游戏行为，其中手机以55.78%的占比成为核心设备载体，印证移动化趋势。消费层面，67.97%用户形成付费习惯，年均21-50元的中等消费区间占比29.15%，65.42%用户倾向单买时长制的灵活付费模式。用户选择云游戏的核心动因集中于硬件要求降低，但体验痛点同样突出：58.76%用户将游戏流畅度列为首要关注点，延迟、卡顿等技术问题直接影响留存率。此外，34.79%用户强烈呼吁延长免费体验时长，55.07%期待内置游戏工具功能以提升操作便利性。艾媒咨询分析师指出，云游戏平台需重点优化服务器承载能力与网络传输效率，建立分级付费体系满足差异化需求，同时开发实时攻略推荐、智能阵容匹配等辅助工具。建议通过延长新手福利期、强化社交属性等方式提升用户粘性，结合AI技术预判卡顿节点实现动态资源调配，从而在体验升级中推动行业可持续发展。
With the breakthrough of cloud game technology, its application scenarios continue to expand, covering the field of device innovation represented by mobile terminal and host cross-platform linkage, the field of consumption model innovation with subscription system and pay on demand as the core, and the field of function upgrading such as picture quality enhancement and social interaction. According to the latest "Survey data of consumer behavior in China's cloud gaming in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, 58.23% of cloud game users maintain frequent gaming behavior 3-5 days a week. Among them, mobile phones accounted for 55.78% as the core device carrier, confirming the mobile trend. At the consumption level, 67.97% of users formed a paying habit, the average annual consumption range of 21-50 yuan accounted for 29.15%, and 65.42% of users tended to buy a single time system of flexible payment model. The core motivation for users to choose cloud games is focused on reducing hardware requirements, but the experience pain point is also prominent: 58.76% of users listed game fluency as the primary concern, and technical issues such as latency and stalling directly affect retention. In addition, 34.79% of users strongly called for extending the duration of free play, and 55.07% expected the built-in game tool function to improve the convenience of operation. iiMedia Research pointed out that cloud game platforms need to focus on optimizing server carrying capacity and network transmission efficiency, establish a tiered payment system to meet differentiated needs, and develop auxiliary tools such as real-time strategy recommendation and intelligent lineup matching. It is suggested to enhance user stickiness by extending the welfare period of novicars and strengthening social attributes, and realize dynamic resource allocation by combining AI technology to predict the clocken node, so as to promote the sustainable development of the industry in the experience upgrade.

艾媒咨询｜2024年中国虚拟化软件行业研究报告

随着中国虚拟行业发展战略发布实施和自主可控的发展指引，虚拟化软件行业逐渐步入了高质量发展之路。在虚拟化领域，国产软件厂商不断加大自主创新投入，虚拟化软件及相关技术的突破和产品的优化迭代，使中国软件厂商完成了对国外虚拟技术上的“超车”，核心竞争力持续增强。中国市场的虚拟化软件产品从“能用”逐渐过渡到“好用”的阶段，国外虚拟化产品不再是唯一选择。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年中国虚拟化软件行业研究报告》数据显示，2023年中国云计算市场规模约为3097.3亿元，预计2025年将突破4000亿元，反映出中国云计算发展取得了良好的成效，云计算行业规模呈现强劲的增长态势。而虚拟化软件作为云基础设施的核心，预计2030年市场规模将突破200亿元。
艾媒咨询分析师认为，国家信创政策的支持、中国用户版权意识的觉醒以及中国企业数字化转型的需求，为服务器虚拟化市场的发展提供了肥沃的土壤。
With the release and implementation of China's virtual industry development strategy and independent and controllable development guidelines, the virtualization software industry has gradually stepped into the road of high-quality development. In the field of virtualization, domestic software manufacturers continue to increase their investment in independent innovation, breakthroughs in virtualization software and related technologies and product optimization iterations, so that Chinese software manufacturers have completed the "overtaking" of foreign virtual technology, the core competitiveness continues to strengthen. The virtualization software products in the Chinese market gradually transition from "usable" to "easy to use" stage. Foreign virtualization products are no longer the only option. According to the latest "2024 China's virtualization software industry research report" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, the size of China's cloud computing market in 2023 is about 309.73 billion yuan, and it is expected to exceed 400 billion yuan in 2025. It reflects that the development of cloud computing in China has achieved good results, and the scale of cloud computing industry has shown a strong growth trend. As the core of cloud infrastructure, virtualization software is expected to exceed 20 billion yuan in 2030.
Analysts from iMedia Consulting believe that the support of the national innovation policy, the awareness of copyright awareness of Chinese users and the demand for digital transformation of Chinese enterprises provide fertile soil for the development of the server virtualization market.

艾媒咨询｜2024年中国信创产业发展白皮书（精简版）

得益于中国数字经济的迅猛发展，2023年中国信创产业规模达20961.9亿元，2027年有望达到37011.3亿元，中国信创市场释放出前所未有的活力。艾媒咨询数据显示，2024年中国国产PC整机市场规模将达5182.3亿元，中国协同办公市场规模将达370.7亿元。信创基础消费潜力较大，尤其在办公软件领域，办公OA、编辑类的国产软件已普遍被企业应用，如企业微信、WPS等已积累了大量的用户群体。在国家信息安全驱动的需求下，信创产品及解决方案应用将在各行各业的渗透持续加深，行业规模持续增长。
白皮书由艾媒咨询主编，汇编芯片、服务器、整机等十五个信创重要行业数据信息。白皮书共计260页、68258个字、318个图表，内容丰富、数据详实，深入剖析了中国信创产业发展现状、产业链典型细分领域成长情况、标杆企业优秀经验以及未来发展趋势，为行业提供重要参考和决策依据。
Thanks to the rapid development of China's digital economy, the scale of China's credit creation industry will reach 2096.19 billion yuan in 2023, and is expected to reach 3701.13 billion yuan in 2027. China's credit creation market has released unprecedented vitality. Iimedia Consulting data show that in 2024, China's domestic PC machine market will reach 518.23 billion yuan, and China's collaborative office market will reach 37.07 billion yuan. Xinchuang basic consumption potential is large, especially in the field of office software, office OA, editing class of domestic software has been widely used by enterprises, such as enterprise wechat, WPS, etc., has accumulated a large number of users. Under the demand driven by national information security, the application of Xinchuang products and solutions will continue to deepen the penetration in all walks of life, and the industry scale will continue to grow.
The white paper is edited by IIMedia Consulting, compiling 15 important industry data information such as chips, servers, and complete machines. The white paper, with a total of 260 pages, 68,258 words and 318 charts, is rich in content and detailed in data, and thoroughly analyzes the development status quo of China's information and innovation industry, the growth of typical segments of the industrial chain, the excellent experience of benchmarking enterprises and the future development trend, providing important reference and decision-making basis for the industry.

艾媒咨询｜2024年中国信创产业发展白皮书（完整版）

得益于中国数字经济的迅猛发展，2023年中国信创产业规模达20961.9亿元，2027年有望达到37011.3亿元，中国信创市场释放出前所未有的活力。艾媒咨询数据显示，2024年中国国产PC整机市场规模将达5182.3亿元，中国协同办公市场规模将达370.7亿元。信创基础消费潜力较大，尤其在办公软件领域，办公OA、编辑类的国产软件已普遍被企业应用，如企业微信、WPS等已积累了大量的用户群体。在国家信息安全驱动的需求下，信创产品及解决方案应用将在各行各业的渗透持续加深，行业规模持续增长。
白皮书由艾媒咨询主编，汇编芯片、服务器、整机等十五个信创重要行业数据信息。白皮书共计260页、68258个字、318个图表，内容丰富、数据详实，深入剖析了中国信创产业发展现状、产业链典型细分领域成长情况、标杆企业优秀经验以及未来发展趋势，为行业提供重要参考和决策依据。
Thanks to the rapid development of China's digital economy, the scale of China's credit creation industry will reach 2096.19 billion yuan in 2023, and is expected to reach 3701.13 billion yuan in 2027. China's credit creation market has released unprecedented vitality. Iimedia Consulting data show that in 2024, China's domestic PC machine market will reach 518.23 billion yuan, and China's collaborative office market will reach 37.07 billion yuan. Xinchuang basic consumption potential is large, especially in the field of office software, office OA, editing class of domestic software has been widely used by enterprises, such as enterprise wechat, WPS, etc., has accumulated a large number of users. Under the demand driven by national information security, the application of Xinchuang products and solutions will continue to deepen the penetration in all walks of life, and the industry scale will continue to grow.
The white paper is edited by IIMedia Consulting, compiling 15 important industry data information such as chips, servers, and complete machines. The white paper, with a total of 260 pages, 68,258 words and 318 charts, is rich in content and detailed in data, and thoroughly analyzes the development status quo of China's information and innovation industry, the growth of typical segments of the industrial chain, the excellent experience of benchmarking enterprises and the future development trend, providing important reference and decision-making basis for the industry.