1、2026/05*5%2025503.720245.5%3.1%2.3%3.7%2.0%2.7%2.1%3.2%4.8%3.0%3.7%4.0%5.9%5.1%6.4%4.8%3.7%3.4%3.0%2.9%1.3%0.9%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%1-234567891011122024-2025202420256.8%6.9%6.8%6.1%2.3%8.6%3.1%5.4%5.0%5.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%10.0%020406080100120140160201620172018201920
2、202021202220232024202510GDP()(%)4367497254355088573265097257836218.2%13.9%9.3%-6.4%12.7%13.6%11.5%15.2%20192020202120222023202420252026E&AI202520242025+/C/BAPI 服务:模型调用接口、插件平台AI 开发平台:低代码 AI、RAG 平台、微调平台向量数据库、Prompt 工程、Agent 调度平台安全合规、内容审核、隐私计算通用大模型:GPT-4o、Claude、文心一言、通义千问、豆包、DeepSeek等垂直大模型:金融大模型、医疗大模型、
3、法律大模型、教育大模型多模态模型:文生图、文生视频、语音模型AI 框架:PyTorch、TensorFlow、MindSpore、PaddlePaddle数据资源:语料库、标注数据、数据集服务4.46692026253%+2026311.7%10.7%9.2%8.7%8.1%6.8%6.5%6.2%5.8%5.7%AIAIAIAIAIAIAIAIAIAIAI202512315002030013300114001000029001800980720650AIApp MAU()TOP10(20262)3.53.48.88.57.360.835.94.23.89.89.27.80.885.820.0
4、%11.8%11.4%8.2%6.0%6.0%-1.7%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%02468101220242025971207010060364%-7%23%4%-13%-28%-40%-30%-20%-10%0%10%20%30%02040608010012014020242025%49.6%52.1%35.8%51.1%50.0%43.3%66%50.4%47.9%64.2%48.9%50.0%56.7%34%202622.9%29.1%34.3%41.9%19.3%34.8%32.0%14.5%11.5%19.4%24.8%20.6%22.8%1
5、8.4%21.6%26.3%28.3%21.1%20.1%29.3%38.3%19.7%11.6%12.7%6.2%17.2%8.8%11.3%21.3%21.5%5.3%6.0%22.8%4.3%2425-3031-4041-5050202628.0%20.5%36.1%37.2%24.4%19.0%41.4%19.6%21.4%19.3%20.4%16.3%29.0%19.2%24.3%23.1%21.7%20.8%21.3%25.0%17.3%28.1%35.0%22.9%21.6%38.0%27.0%22.0%202625.1%44.5%20.8%9.6%10001000-199920
6、00-299930009.8%42.9%31.2%16.1%10001000-19992000-2999300012.7%40.7%29.7%17.0%10001000-19992000-2999300013.9%42.8%27.7%15.5%10001000-19992000-2999300025.5%46.9%19.3%8.4%10001000-19992000-2999300020268010210511711010910512398105111971291051001061081051321049510711911580928511298117848089101871249597104