China's AI firms surpass 6000 in 2025

China's vice minister of industry and information technology, Zhang Yunming, said at a January 22 press conference that the number of AI firms exceeded 6000 in 2025, with the core industry expected to surpass 1.2 trillion yuan. The sector highlighted how advanced manufacturing and AI-driven industries provided strong momentum for growth, boosting manufacturing value added by 5.9%.

At a press conference held by the State Council Information Office, Zhang Yunming stated that the value added by major industrial enterprises grew 5.9 percent year-on-year in 2025, while the share of manufacturing in GDP remained stable, expected to be the world's largest for the 16th consecutive year. Telecommunications business volume increased 9.1 percent, with industrial and information sectors accounting for more than 40 percent of economic growth.

Zhang highlighted AI as a powerful engine for industrial growth. The number of AI enterprises in China surpassed 6000 in 2025, with the core sector expected to exceed 1.2 trillion yuan ($172.32 billion). Computing capacity reached 1,590 EFLOPS, with rollouts of AI chips, rapid expansion of high-quality industry datasets, and homegrown foundation models leading in the global open-source ecosystem.

JD.com CEO Sandy Xu Ran said at the World Economic Forum in Davos, Switzerland, that products with real AI capabilities—such as robots and smart glasses—saw sales triple and rise tenfold year-on-year in 2025, constrained by supply. Vice Minister Zhang announced stepped-up state-backed investment to fast-track key technologies for humanoid robots, including large AI models, integrated joints, and computing chips.

China has kicked off the second phase of 6G technology trials. Xie Cun, head of the information and communication development department, said moderately advancing ahead of demand is a key practice in building information infrastructure. Huang Yuhong, general manager of China Mobile Research Institute, expects commercial 6G services around 2030.

Expert Zhu Keli noted that AI-enabled industries, emerging sectors, and advanced manufacturing have become main economic engines, with equipment and high-tech manufacturing growing 9.2 percent and 9.4 percent, exceeding overall industrial growth by 3.3 and 3.5 percentage points. The industrial economy remains on a steady upward path in 2026.

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Chinese minister announces China's AI sector exceeding $165 billion at National People's Congress, with futuristic AI graphics on display.
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China's AI sector tops $165 billion in 2025, minister says

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The output of China's core artificial intelligence industry exceeded 1.2 trillion yuan ($165 billion) in 2025, with more than 6,200 companies operating in the field, said Li Lecheng, head of the Ministry of Industry and Information Technology. The remarks came after the opening meeting of the fourth session of the 14th National People's Congress in Beijing on Thursday.

China's National People's Congress held a press conference on Wednesday, where spokesperson Lou Qinjian highlighted major advances in the domestically developed humanoid robot industry. He stated that 2025 marks a pivotal moment with breakthroughs in technological innovation and real-world applications. The event also explored how 'AI+' could open new frontiers for consumption.

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In 2025, artificial intelligence is quietly transforming daily life in China, from smart homes to wearable devices and voice shopping. Executives from JD.com and Alibaba highlight surging consumer demand, with AI features now essential for many products. Experts view this as smart living moving from concept to mainstream adoption.

China's National Bureau of Statistics announced on Monday that the country's gross domestic product grew 5 percent in 2025 to reach 14.02 trillion yuan, meeting the government's target of around 5 percent. Despite a slowdown to a three-year low of 4.5 percent in the fourth quarter, the economy remained steady amid the US trade war.

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South Korean companies' earnings rose 20 percent year-on-year in 2024, driven by increased semiconductor exports. Government data showed combined before-tax net profits reaching 181.9 trillion won, with the manufacturing sector leading the rebound. The year marked a transitional phase for artificial intelligence, boosting chip demand.

Premier Li Qiang delivered the government work report to China's National People's Congress on March 5, 2026, setting a 2026 GDP growth target of 4.5-5% and outlining priorities for the 15th Five-Year Plan (2026-2030), including technological innovation, economic security, public well-being, energy production and decarbonisation. The report announced 20 growth targets across economy, technology, healthcare and more, plus 109 major projects in six areas—up from 102 previously—to support doubling 2020 per capita GDP by 2035.

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2025年の世界市場シェア90%超の支配的地位を基盤に、中国の人型ロボットは2026年初頭のCESと中国春節ガラで大きな注目を集めた。テスラのOptimusは遅延の中で限定的生産にとどまり、大量展開は2027年以降の見通し。アナリストのLian Jye Su氏は激化する競争で中国の製造規模を強調しつつ、米国のソフトウェア優位性を指摘している。

 

 

 

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