The rapid evolution of large model technology is driving the market from an early-stage capability exploration phase to a value realization phase at a rapid pace. At the same time, changes in the external environment are fundamentally reshaping the underlying logic of industry development—geopolitical tensions continue to intensify, uncertainties in computing power and technology supply chains are rising, and AI sovereignty is gradually becoming a core national strategic imperative. Domestically, policy deployment is accelerating, with an institutional framework that encompasses top-level design to sector-level regulation becoming increasingly comprehensive. Across industries, digital transformation is extending deeper into core business scenarios, placing greater demands on stability, continuity, and security. The convergence of these factors is driving a gradual but structural shift in both market dynamics and procurement logic within China's large model sector.
The rapid advancement of large model technology is accelerating the market's transition from early-stage capability exploration toward tangible value realization. At the same time, shifts in the external environment are fundamentally reshaping the underlying logic of industry development—geopolitical tensions continue to escalate, uncertainties in computing power and technology supply chains are rising, and AI sovereignty is increasingly becoming a core national strategic imperative. Domestically, policy deployment is accelerating, with an institutional framework spanning top-level design to sector-level regulation growing increasingly comprehensive. Across industries, digital transformation is extending deeper into core business scenarios, placing greater demands on stability, continuity, and security. The convergence of these factors is driving a gradual but structural shift in both market dynamics and procurement logic within China's large model sector.
