> **来源：[研报客](https://pc.yanbaoke.cn)** 50 White Paper on China's Industrial Development Trends for the Next 50 Years (4th Edition) 50 AI $\cdot$ IoT $\cdot$ CLOUD COMPUTING $\cdot$ BIG DATA $\cdot$ LIFE SCIENCE $\cdot$ NEW QUALITY PRODUCTIVE FORCES # Abstract The world is undergoing accelerated transformations unseen in a century. Amid the interplay of macro-level forces such as the global economy, the world pattern, and technological progress, humanity is experiencing profound and unprecedented change. From the volatility of the global economy to the reshaping of the world pattern, and further to the accelerating advance of the technological revolution, these forces collectively shape the future course of human society. As the world's second-largest economy and a responsible major country, China, embracing the spirit of "global solidarity", is firmly committed to sharing the world with the vast opportunities and development dividends arising from China's modernization and high-quality development. Through tangible outcomes of cooperation, it injects an enduring impetus into global development and revitalization, pooling formidable strength to advance the modernization of all nations toward peaceful development, mutually beneficial cooperation, and shared prosperity. Under the strong leadership of the Communist Party of China, the economy of China navigated through challenges and advanced steadily in 2024: China gross domestic product (GDP) exceeded 130 trillion yuan for the first time, registering a year-on-year growth of $5\%$ , ranking among the top of the world's major economies; the total foreign trade volume consecutively crossed two trillion-yuan thresholds, reaching 43.85 trillion yuan; and the export volume exceeded 25 trillion yuan for the first time, maintaining growth for the eighth consecutive year. Automobile exports surpassed 6 million units, marking a $23\%$ year-on-year increase, with China maintaining its position as the world's top automobile exporter. The year 2025 marks the conclusion of the 14th Five-Year Plan and stands as a crucial year for further comprehensively deepening reforms. China will unswervingly promote reform and development through opening-up, continue to advance China's modernization steadily, keep driving high-quality development, expand high-level opening up, actively participate in global economic governance, and inject strong impetus into the recovery and development of the global economy. "Dreams and wishes may be far, but they can be fulfilled with dedicated pursuit." As an important witness and participant in the development of the global and China's economic landscapes, Frost & Sullivan, in conjunction with LeadLeo, is pleased to release White Paper on China's Industrial Development Trends for the Next 50 Years 4th Edition. From an industry perspective, this paper interprets the development trends and opportunities of China's five core industries over the next 50 years. This whitepaper examines future pathways and opportunities in China's core industries, focusing on five key sectors: Artificial Intelligence Industry, Intelligent Manufacturing Industry, Healthcare Industry, the Mass Consumption Industry, and Carbon Neutrality Industry. We welcome readers to reference this work and appreciate any comments or suggestions for refinement. —Global Partner and Greater China Chairman, Frost & Sullivan Dr. Neil Wang August 27, 2025 ©2025 Frost & Sullivan. All the information contained herein (including without limitation data, words, charts and pictures) is the sole property of Frost & Sullivan, treated as highly confidential document, unless otherwise expressly indicated the sources in the report. Should no one copy, reproduce, diffuse, publish, quote, adapt, compile all or any part of the report without the written consent of Frost & Sullivan. In the event of the violation of the above stipulation, Frost & Sullivan reserve the right of lodging claim against the relevant persons for all the losses and damages incurred. Artificial Intelligence Industry — Exploration and Advancement Keywords: Large Language Model, AI Agent, Embodied Intelligence, AIDC Large Language models serve as the "brain", AI agent functions as the "nervous system" and embodied intelligence acts as the "senses and limbs". An intelligent form capable of independently perceiving, thinking, and transforming the physical world is quietly emerging. This signals a profound reshaping of social structures. When intelligence becomes a core production factor that is as ubiquitous as electricity and accessible on demand, the boundaries of human civilization will be expanded infinitely. We now stand on the eve of endowing machines with both "soul" and "body." How we guide this evolution toward human-machine symbiosis will shape the global landscape and human well-being over the next fifty years Intelligent Manufacturing Industry — Breakthrough and Empowerment Keywords: Robotics, Low-Altitude Economy, Deep-Sea Technology China's manufacturing industry is undergoing a digital transformation and upgrade, with breakthroughs achieved in high-end manufacturing areas such as robotics, general aviation, and deep-sea equipment. As core technologies and industrial ecosystems continue to mature, the market size of these three sectors is projected to reach the trillion-yuan level by 2075. Healthcare Industry — Intelligence and Precision Keywords: AI Medical Imaging, Smart Elderly Care, Brain-Computer Interface China's medical and health industry is accelerating its intelligent transformation, forming a three-tiered innovation development pattern: clinical applications of AI imaging technologies, implementation of smart elderly care scenarios and breakthroughs in brain-computer interface technologies. Mass Consumption Industry — Consumption Innovation and Industry Upgrading Keywords: Emotional Consumption, Wellness Consumption, Intelligent Consumption As the "three key drivers" of economic growth, consumption, exports and investment have taken turns propelling China's economic development throughout different historical phases, with their relative contributions continuously evolving. China is currently experiencing a "once-in-a-century" transformation, with a complex external environment posing new challenges to the mass consumption industry. In the high-level cycle where "consumption innovation" drives "industry upgrading" the mass consumption industry will continue to serve as both a stabilizing force and a new engine for economic growth. Carbon Neutrality Industry — Technological Breakthroughs and Process Innovation Keywords: Carbon Neutrality, New-Type Photovoltaics, Perovskite Photovoltaics Over the next fifty years, China's carbon neutrality industry will focus on a supply-side transformation driven by digitalization and non-fossil energy. Technological breakthroughs in perovskite photovoltaics and large-megawatt wind power, along with diversified energy storage and interactive "generation-grid-load-storage" systems, will help build a low-carbon, intelligent, diversified and highly efficient energy ecosystem. <table><tr><td></td><td rowspan="3">IT</td><td>30</td></tr><tr><td></td><td>34</td></tr><tr><td></td><td>36</td></tr><tr><td>AI</td><td>39</td><td></td></tr><tr><td>AI</td><td>41</td><td></td></tr><tr><td></td><td></td><td>43</td></tr><tr><td>AI</td><td>44</td><td></td></tr><tr><td></td><td>47</td><td></td></tr><tr><td></td><td>48</td><td></td></tr><tr><td></td><td>52</td><td></td></tr><tr><td></td><td>58</td><td></td></tr><tr><td></td><td>64</td><td></td></tr><tr><td></td><td>65</td><td></td></tr><tr><td></td><td>69</td><td></td></tr><tr><td></td><td>72</td><td></td></tr><tr><td></td><td>73</td><td></td></tr><tr><td></td><td>80</td><td></td></tr><tr><td>Agent</td><td>84</td><td></td></tr><tr><td></td><td>88</td><td></td></tr><tr><td></td><td>90</td><td></td></tr><tr><td></td><td>91</td><td></td></tr><tr><td></td><td>92</td><td></td></tr><tr><td></td><td>94</td><td></td></tr><tr><td></td><td>95</td><td></td></tr></table> 96 • “ ”2025 98 99 100 101 102 103 104 2025 105 106 109 110 111 114 115 117 118 128 139 147 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 165 167 169 171 172 173 175 177 AI 178 182 186 190 192 193 194 195 196 197 198 199 200 201 202 207 208 209 210 211 212 213 AI 214 215 - 216 - 220 223 224 225 226 227 <table><tr><td>228</td><td></td></tr><tr><td>229</td><td></td></tr><tr><td>230</td><td></td></tr><tr><td>236</td><td></td></tr><tr><td>241</td><td></td></tr><tr><td>248</td><td></td></tr><tr><td>250</td><td></td></tr><tr><td>251</td><td></td></tr><tr><td>252</td><td></td></tr><tr><td>253</td><td></td></tr><tr><td>255</td><td></td></tr><tr><td>256</td><td></td></tr><tr><td>258</td><td></td></tr><tr><td>260</td><td></td></tr><tr><td>261</td><td></td></tr><tr><td>262</td><td></td></tr><tr><td>263</td><td></td></tr><tr><td>265</td><td></td></tr><tr><td>267</td><td></td></tr><tr><td>268</td><td></td></tr><tr><td>269</td><td></td></tr><tr><td>270</td><td></td></tr><tr><td>271</td><td></td></tr><tr><td>272</td><td></td></tr><tr><td>274</td><td></td></tr></table> - 277 - 279 280 # CONTENTS # Terms 30 # Chapter 1 - China's Artificial Intelligence Industry Prospects for the Next 50 Years 34 # Competitiveness and Potential of China's Artificial Intelligence Industry 36 China and Word IT Expenditure Trends 37 China AI Development and Potential 39 China's Global Competitive Advantages in AI 41 # Eco-Panorama of China's Artificial Intelligence Industry for the Next 50 Years 43 China AI Policy/Investment/Social Environment 44 Panorama of Al Industry 47 Panorama of AI Infrastructure 48 Panorama of AI Technology 52 Panorama of AI Application 58 # Development Trends of China's Artificial Intelligence Industry for the Next 50 Years 64 Supply Side Development Trend 65 - Demand Side Development Trend 69 # Opportunities of Artificial Intelligence Application 72 Large Language Models 73 AI Agent 80 - Embodied Intelligence 84 # Chapter 2- China's Intelligent Manufacturing Industry Prospects for the Next 50 Years 88 # Competitiveness and Potential of China's Intelligent Manufacturing Industry 90 # CONTENTS - Industrial Added Value 91 Secondary Industry Fixed Asset Investment 92 Policy Environment 94 Manufacturing Advantages 95 - Unique Resources & Key Advantages 96 - "Made in China 2025" Achievements 97 International Competitiveness Assessment 98 R&D and Competitiveness Enhancement 99 Humanoid Robot Product Comparison 100 # Eco-Panorama of China's Intelligent Manufacturing Industry for the Next 50 Years 101 Industry Opportunities and Challenges 102 Research & Development and Technology 103 Made in China 2025 Strategy 104 · Lighthouse Factory 105 # Development Trends of China's Intelligent Manufacturing Industry for the Next 50 Years 106 Supply-sideTrends 109 · Industry Pain Points 110 - Demand-side Trends 111 # Opportunities of Intelligent Manufacturing Application 114 Robotics Industry 115 Low-Altitude Economy 117 Deep-Sea Economy 118 # CONTENTS # Chapter 3- China's Healthcare Industry Prospects for the Next 50 Years 147 # Competitiveness and Potential of China's Healthcare Industry 149 Overall Situation 150 Industrial Upgrading 151 - Payment Efficiency 152 Cost Optimization 153 Volume Procurement 154 Primary Care Reinforcement 155 - Localization Replacement 156 Pharmaceutical Exports 157 Medical Device Overseas Expansion 158 ·Raw Material Advantages 159 Human Resource Advantages 160 Global Competitiveness 161 # Eco-Panorama of China's Healthcare Industry for the Next 50 Years 162 Policy Environment 163 Economic Environment 165 Social Environment 167 - Technological Environment 169 - Ecological Landscape 171 # Development Trends of China's Healthcare Industry for the Next 50 Years 172 Supply Side 173 Demand Side 175 # CONTENTS # Opportunities of Healthcare Application 177 AI Medical Imaging 178 Smart Elderly Care 182 - Brain-computer Interface 186 # Chapter 4- China's Mass Consumption Industry Prospects for the Next 50 Years 190 # Competitiveness and Potential of China's Mass Consumption Industry 192 - Great Power Brands 193 - Investment Environment 194 Global Trade 195 - The Driving Role of the Consumption Industry in The Economy 196 Economic Trends and Population Structure 197 Population Structure and Industry Restruction 198 Second Demographic Dividend 199 - East-Asian Development Pattern 200 National Policy Orientation 201 Comparison of China-Japan Economic Development 202 # Eco-Panorama of China's Mass Consumption Industry for the Next 50 Years 207 - Rooted in the Soil: Ensuring People's Livelihood 208 Ensuring People's Livelihood & Industry Upgrading 209 Backbone Infrastructure: Transportation 210 - Technology Empowerment Cold Chain 211 # CONTENTS - Technology Empowerment Blockchain 212 - Technology Empowerment Web of Things 213 - Technology Empowerment AI 214 Emerging Business Mode Smart Retailing 215 - Smart Retailing Unmanned Retailing 216 - Smart Retailing - Instant Retailing 220 # Development Trends of China's Mass Consumption Industry for the Next 50 Years 223 Regional Disparities 224 - Demand-Side Trends 225 New Consumption Trends 226 IndustryOverseaExpansion 227 - Domestic substitution 228 # Opportunities of Mass Consumption Application 229 - Emotional Consumption 230 - Wellness Consumption 236 - Intelligent Consumption 241 # Chapter 5- China's Carbon Neutrality Industry Prospects for the Next 50 Years 248 # Competitiveness and Potential Of China's 250 Carbon Neutrality Industry China "Dual Carbon" Development Progress 251 Policy System Support 252 - Carbon Dioxide Emissions 253 - Forest Area And Coverage 255 Changes In Industrial Structure 256 # CONTENTS - Green And Low-carbon Technology Patents 258 - Renewable Energy Installed Capacity Market 260 New Energy Vehicle Market 261 Carbon Emission Trading Market 262 Global Market Cooperation And Expansion 263 Climate Investment And Financing 265 # Eco-Panorama of China's Carbon Neutrality Industry for the Next 50 Years 267 - Factors Influencing Industrial Development 268 Industrial Ecological Structure 269 Industry Chain Map 270 # Development Trends of China's Carbon Neutrality Industry for the Next 50 Years 271 Supply Side 272 - Demand Side 274 # Opportunities of Carbon Neutrality Application 276 - New Type Of Photovoltaic 277 Perovskite Photovoltaics 279 # Legal Statement 280 IT 2020-2075E 37 IT 2020-2075E 38 2020-2075E 41 2024 41 CS 2013-2023 42 CS 2013-2023 42 2015-2024 45 AI 2025 46 2023-2029E 48 2020-2024 49 2024 11 55 2025 3 62 APP MAU 2025 3 63 2024.01-2025.12E 78 2020-2075E 79 2020-2075E 83 Agent 85 Agent 85 Agent 2020-2075E 87 2024-2075E 91 2024-2075E 92 2012 2 -2025 6 1 1 2018-2025 94 2025 7 94 2025 95 2023 95 / 25 2022 95 2020 & 2025 7 95 2024 96 2023 96 2019-2025E 96 " 2025 97 2019 & 2023 98 PCT 2024 99 2023 99 2024 99 eVTOL 100 100 2020-2023 H1 101 2013-2023 101 Top11 2024 6 101 GDP 2005-2024 103 103 2011-2024 104 <table><tr><td colspan="4">2025</td></tr><tr><td>" 2025"</td><td>" 4.0"</td><td></td><td></td></tr><tr><td>2024</td><td></td><td></td><td></td></tr><tr><td>+</td><td></td><td></td><td></td></tr><tr><td>2012-2025</td><td>3</td><td></td><td></td></tr><tr><td>/</td><td></td><td></td><td></td></tr><tr><td>AI+</td><td></td><td></td><td></td></tr><tr><td>IEC61158 Ed4</td><td></td><td></td><td></td></tr><tr><td>3C</td><td></td><td></td><td></td></tr><tr><td>PLC</td><td>2024</td><td></td><td></td></tr><tr><td>2017-2024</td><td></td><td></td><td></td></tr><tr><td>6 ISA-95</td><td></td><td></td><td></td></tr><tr><td colspan="4">2023-2075E</td></tr><tr><td colspan="4">2024-2025</td></tr></table> 2018-2024 2018-2023 2020-2023 2022-2025 5 2018 & 2023 2018 & 2023 2020-2075E 2020-2075E 2024-2025 2018-2024 2018-2024 + 2020-2075E 2021-2075E eVTOL 119 119 120 120 120 120 121 121 122 123 124 125 126 127 129 129 130 130 131 132 133 134 134 eVTOL 135 eVTOL 2023-2075E 136 eVTOL 2023-2075E 137 eVTOL 129 2023-2075E 158 2021-2025 139 140 141 142 143 143 2021-2075E 144 145 146 2020-2024 150 2020-2024 150 2024 150 2014-2024 151 2020-2024 151 2023&2024 151 2020-2024 152 2020-2024 152 2024 152 DRG/DIP 153 2024 154 2019-2024 153 2024 155 2020-2024 156 2024 156 2023 & 2024 157 2020-2024 158 2023&2024 158 2024 159 2020-2024E 160 2024 160 2024 161 2021-2025 163 2021-2024 165 2024 165 2024 165 2024 165 300 2020-2024 166 2020-2025E 166 IPO 2024 166 2024 167 2025 168 Z 168 AI 169 AI 169 AI+ 170 AI+ 170 __________ 171 2020-2024E 173 2020-2024E 173 2020-2024E 173 CXO 174 2020-2024 174 2020-2075E 175 2024 175 2024 175 2025-2075E 176 2020-2024 176 AI 178 AI 2020-2075E 179 AI 180 AI 180 AI 181 2020-2075E 2004-2024 2020-2075E 500 2005-2025 2025 2015-2024 2024 STIC 2015-2024 1978-2024 1949-2024 1960-2024 1978-2025 6 1950-2075E 1960-2024 2000-2025 201 2025 7 201 90 202 20 90 1989-2005 203 1985-2010 203 1975-2013 204 2002-2020 204 1987-2016 205 1987-2016 205 1996-2016 205 1996-2016 205 2020-2024 208 1978-2024 210 211 2020-2030E 2020-2024 2024 AloT 2016-2024 2025 2020-2075E 1993 2020-2024 2020-2075E 2020-2028E 2023 & 2024 211 211 212 212 213 213 213 214 215 215 216 217 217 218 218 219 219 220 220 221 221 221 222 222 2015- 2024 2020 & 2024 2019-2024 2019-2024 GMV 2024 2020-2024 2020-2024 A 2024H1 A 2024H1 2019-2024 2024 2021-2030E 一一 一一 一一 2024 2020-2075E 2024 2017-2075E 224 224 224 225 225 226 226 227 227 227 227 228 228 228 230 230 230 231 231 231 232 232 232 233 233 233 234 1993-2024 234 1993-2024 234 2012-2024 236 2015-2024 236 2016-2025 4 237 2020-2075E 238 2018-2025E 239 2024 239 2025 240 2025 240 2023-2028E 240 2020-2075E 241 2020-2025 5 242 " 243 2020-2024 244 2024 244 2025 1-4 244 2020-2024 245 2020-2024 245 <table><tr><td>Matter</td><td></td><td></td><td></td><td>245</td></tr><tr><td></td><td>2024</td><td></td><td></td><td>246</td></tr><tr><td></td><td></td><td>+</td><td></td><td>246</td></tr><tr><td>2020-2030E</td><td>2020-2075E</td><td></td><td></td><td>247</td></tr><tr><td></td><td>2024</td><td></td><td></td><td>247</td></tr><tr><td></td><td></td><td>2020-2075E</td><td></td><td>247</td></tr><tr><td>“”</td><td>2024-2025</td><td></td><td></td><td>251</td></tr><tr><td></td><td></td><td>2020-2024</td><td></td><td>254</td></tr><tr><td>2020-2024</td><td></td><td></td><td></td><td>254</td></tr><tr><td></td><td>2003-2024</td><td></td><td></td><td>255</td></tr><tr><td></td><td>2003-2024</td><td></td><td></td><td>255</td></tr><tr><td></td><td>2018-2024</td><td></td><td></td><td>256</td></tr><tr><td></td><td></td><td>2024</td><td></td><td>256</td></tr><tr><td></td><td></td><td>2024</td><td></td><td>257</td></tr><tr><td></td><td></td><td>/</td><td>2016-2023</td><td>258</td></tr><tr><td></td><td>50</td><td></td><td></td><td>258</td></tr><tr><td>2016-2023</td><td></td><td></td><td></td><td>258</td></tr><tr><td></td><td></td><td></td><td>/</td><td>258</td></tr><tr><td>2023</td><td></td><td></td><td></td><td>259</td></tr><tr><td>2016-2023</td><td></td><td></td><td></td><td>259</td></tr><tr><td>2016-2023</td><td></td><td></td><td></td><td>260</td></tr><tr><td></td><td>2020-2024</td><td></td><td></td><td>260</td></tr><tr><td></td><td>2020-2024</td><td></td><td></td><td>260</td></tr></table> 2020-2024 261 2020-2024 261 2021-2024 261 2022-2025 6 262 2021-2024 262 2020-2024 265 2024 265 2024 265 2020-2024 266 2024 266 2024 266 -2075E 272 (AI Agent) AI AI AI MaaS (Model as a Service) " API AI AI AI RAG RLHF SFT ASIC AI Prefill Decode " Prefill KV Token AI ISO ISO ISO ISO eVTOL "Electric Vertical Takeoff and Landing" eVTOL ISO / CRO Contract Research Organization CSO Contract Sales Organization CMO Contract Manufacturing Organization CDMO Contract Development and Manufacturing Organization CMO 15-49 / Blockchain AIoT AIoT AI IoT Vacuum Zone Theory MEMS Automotive Chip AEC-Q100 Matter CSA Zigbee IP IPv6 ADAS/AD AI L2-L4 LiDAR CCUS (Carbon Capture, Utilization and Storage) SAE L0-L2 CNIPA (China National Intellectual Property Administration) (Perovskite) HJT (Heterojunction Technology) IBC (Interdigitated Back Contact) IGCC (Integrated Gasification Combined Cycle) IGFC (Integrated Gasification Fuel Cell cycle) TOPCon (Tunnel Oxide Passivated Contact) 01 AI AI AI 02 AI 03 AI 75% AI 04 Agent AI Agent # Chapter 1 # China's Artificial Intelligence Industry # Prospects for the Next 50 Years # Summary: # 01 China Has Become a Fertile Ground for Global AI Innovation and Application With its global leadership in AI research and patents, China has laid a solid foundation for innovation. Its vast internet user base and well-established industrial ecosystem provide an unparalleled market and development space for AI applications. Driven by strong national strategies, China has become a core force in promoting the development of global artificial intelligence. # 02 China Now Possesses Full-chain Construction Capabilities, from Computing Power Infrastructure to Industry Applications China has built a full-chain, independent industrial ecosystem, from underlying computing power and data resources to upper-level industry applications. In terms of core technology, Chinese companies have mastered advanced algorithms, including large models, and are rapidly closing the gap with the world's top-tier level. Ultimately, this end-to-end capability is reflected in how AI technology has deeply empowered thousands of industries and is being efficiently implemented in a vertical and customized direction. # 03 The Supply of Intelligent Computing Continues to Rise, and the Demand for Industry Customization Is Rapidly Deepening Currently, China's AI industry shows a trend of simultaneous growth in both supply and demand. On the supply side, driven by national strategies, the scale of intelligent computing power is climbing at an average annual growth rate of over $75\%$ . On the demand side, the market has shifted from pursuing general-purpose models to a "scenario is king" approach, with an accelerating and deepening demand for vertical and customized AI solutions that can solve core business problems. # 04 Development Opportunities—Large Models, Embodied Intelligence, and Intelligent Agents The core opportunities in the future AI industry are concentrated in three areas: large models, embodied intelligence, and intelligent agents. The large model is the "brain" that provides cognitive abilities, the intelligent agent is the "central hub" for autonomous decision-making, and embodied intelligence is the "body" that interacts with the physical world. The synergistic development of these three pillars will jointly give birth to the next generation of artificial intelligence that can seamlessly integrate digital intelligence with physical action, holding immense industrial value. # Chapter 1.1 IT AI AI AI IT 50 $3\% -5\%$ 2035 45 EFLOPS 105 3,000 — 37 — — " 2024 4,000 54 EFLOPS 2025 100 EFLOPS — 3,600 80% "1+5+N" 2027 100EFLOPS 50 2025/08 AI ——AI 21.4 400 2025 1 4 1 157 40% 2019-2024 2019-2024 2075 2020-2075E 2075 60.2% 75.6% 2075 2024 <table><tr><td></td><td></td><td></td></tr><tr><td></td><td>1,100,000,000</td><td>1</td></tr><tr><td></td><td>881,300,000</td><td>2</td></tr><tr><td></td><td>311,300,000</td><td>3</td></tr><tr><td></td><td>215,600,000</td><td>4</td></tr><tr><td></td><td>170,000,000</td><td>5</td></tr><tr><td></td><td>165,300,000</td><td>6</td></tr><tr><td></td><td>136,200,000</td><td>7</td></tr><tr><td></td><td>129,800,000</td><td>8</td></tr><tr><td></td><td>96,800,000</td><td>9</td></tr><tr><td></td><td>117,400,000</td><td>10</td></tr></table> 10 11 8.8 3.1 50 2025/08 AI 一 一 AI 2019 70% CS 2013-2023 23.2% CS 2013-2023 # Chapter 1.2 50 2025/08 II AI+ AI+ 2023-2025 2023 2024 2024 2025 6G / 2022 1,000- 2,000 AI 2015-2024 <table><tr><td rowspan="3">2024</td><td></td><td colspan="2"></td></tr><tr><td></td><td></td><td></td></tr><tr><td>11% 37% ■</td><td>8% 11% 19% ■</td><td>52% AIGC ■</td></tr></table> <table><tr><td>2015</td><td>AI</td><td>501</td><td>2018</td><td>1024</td><td></td><td></td></tr><tr><td>2021</td><td></td><td>1,076</td><td></td><td>2022-2024</td><td></td><td>2024</td></tr><tr><td>696</td><td></td><td></td><td></td><td>AIGC</td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td>“</td><td>”</td><td>“</td></tr><tr><td>" 2024</td><td></td><td>500</td><td>55%</td><td>AI</td><td></td><td></td></tr></table> AI" AI 95% 1 AI 2025 AI" 2024 8.1% AI 95% DeepSeek 2024 DeepSeek-V3 DeepSeek GPT-40 10% DeepSeek AI AI TOP5 4 DeepSeeK 71.7% 65.7% 34.8% AI 2025 60% DeepSeek 2023-2029E DeepSeek DeepSeek 725EFLOPS 2020-2024 98% AI 76.3% 2020 75EFLOPS 2024 725EFLOPS 50 2025/08 2023 2025Q1 174.11EFLOPS 215.5EFLOPS FP32 AI NLP K Sarna Meta TensorFlow Transformer Gemini SimCLR AI Meta Gemini Llama AI AI Adaptive VIO ASR NLP 25 TTS 50 2025/08 MedicalCopilot ClinicalInsight ChatBot 1 2 3 2 1 1 70% 30% 40% AI AGI "—— 2025 6 <table><tr><td></td><td>DeepSeek-R1</td><td>2025.01</td><td>GPT-4</td><td>GPT-4o</td><td>10%</td></tr><tr><td></td><td>Qwen3</td><td>2025.04</td><td>DeepSeek-R1</td><td>35%</td><td></td></tr><tr><td></td><td>3D 2.1</td><td>2025.06</td><td>3D</td><td></td><td></td></tr><tr><td></td><td>ChatGLM</td><td>2024-2025</td><td></td><td></td><td></td></tr><tr><td></td><td>Baichuan-Omi- 1.5</td><td>2025.01</td><td colspan="3">GPT-4o mini</td></tr><tr><td>MiniMax</td><td>MiniMax-M1</td><td>2025.06</td><td>token</td><td>380</td><td>100</td></tr><tr><td></td><td>" "</td><td>2025.06</td><td>RoboOS 2.0</td><td colspan="2">/ /</td></tr><tr><td></td><td>Yi-1.5</td><td>2024.05</td><td>34B 9B 6B</td><td></td><td></td></tr><tr><td></td><td>InternVL3</td><td>2025.04</td><td></td><td></td><td></td></tr><tr><td></td><td>XVERSE-V</td><td>2024.04</td><td></td><td></td><td></td></tr><tr><td></td><td>Moonlight-16B- A3B-Instruct</td><td>2025.02</td><td>MoE+Mumon</td><td></td><td></td></tr></table> 2025 6 <table><tr><td>TigerBot</td><td>2023.06</td><td colspan="3">7B 180B</td></tr><tr><td rowspan="2">MiniCPM 4.0</td><td rowspan="2">2025.06</td><td colspan="3">8B 0.5B</td></tr><tr><td>CPM.cu</td><td>90%</td><td>5-200</td></tr><tr><td>Step1X-3D</td><td>2025.05</td><td>4.8B</td><td>3D</td><td>3D</td></tr><tr><td>OceanGPT</td><td>2025.06</td><td colspan="3">" "</td></tr></table> OpenAI GPT Google Gemini " 2024 LLaMa-1 2024 1 Chatbot Arena Leaderboard Meta LLaMa GPT-4 8.0 —— 2025 2 1.7 2025 6 DeepSeek Qwen3 Qwen AI Qwen Qwen 1,250 2025 6 13 Meta Llama DeepSeek V3 1 1 557.6 Meta Llama-3.1 OpenAI GPT-40 3D 2.1 Unreal Engine ROI 451 80% [ ] 850 To B & & # RPA ROI AI AI AI AI AI 钉钉 有道 youdao # WPS 腾讯文档 chrome Microsoft Teams Bing AI character.ai deepseek AiPPT 纳米AI搜索 manus 魔音工坊 即梦AI 通义灵码 UNITREE宇树 傅利叶智能 EZVIZ萤石 智元机器人 物灵 Meta 小度 科大讯飞IFLYTEK AI # ChatGPT AI AI 2025 3 To C 2025 3 [ ] ChatGPT New Bing DeepSeek Gemini Github Copilot AI racter AI Grok 222.3 Deep 210.4 165.3- Shop 137.4-- 129.3-- itorAI 112.9 -- Salesforce AI Claude 103.1 -- Q-Chat 101.4 -- Jambot 91.5 -- Copilot 77.5 -- Remove.bg Quillbot Google Studio mmarly Suno 57.9 -- Qwen 51.9---- imi.ai 46.3 ---- okklm 41.7 ---- SpyciChat AI ookklm 41.5 --- 40.8 ---- 39.1 --- 38.2 --- AI AI AI AI AI AI ChatGPT 47 15.3 DeepSeek Gemini Perplexity Character.ai Claude # App AI AI AI APP MAU 2025 3 APP MAU 2025 3 App App App AI APP 70%MAU AI AI AI AI 10% # Chapter 1.3 GPU 20-30% GPU 10-20% 80%+ Compute Power Loss Rate 1,024 A100GPU 5.5PetaFLOPS GPU 82% 4.5PetaFLOPS $$ = (1 - 4.5 / 5.5) \times 100 \% = 18.18 \% $$ 5.5P 82% 18% 10% 20% 20% 30% I/O # GPU <table><tr><td rowspan="2">AMD MxGPU</td><td colspan="2">NVIDIA vGPU</td></tr><tr><td>" GPU "</td><td>GPU</td></tr><tr><td>vGPU</td><td></td><td></td></tr><tr><td colspan="3">NVIDIA A100 80GB</td></tr><tr><td>7 vGPU</td><td>10GB</td><td>+</td></tr></table> Kubernetes GPU GPU 30% 8GB CPU IOP 400Gbps InfiniBand 4 / <table><tr><td></td><td>+</td><td></td></tr><tr><td>2,000</td><td></td><td>AI</td></tr><tr><td>50%</td><td>1,000</td><td></td></tr><tr><td>1,000</td><td></td><td></td></tr><tr><td></td><td>CPU/GPU</td><td></td></tr></table> <table><tr><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td></tr></table> 50 2025/08 —— ASIC AI GPU CUDA TCO 30%-50% ASIC —— ASIC AI GPU TCO H100 3 10 H100 150MW 4 GPU GPU 30-50% / 1 1 AI GPU NVIDIA AI 90% 1 1 • - CUDA 1 1 GPU 60-70% GPU ASIC GPU NVIDIA H100 10 NVIDIA 90% CUDA GPU I/O TPU v5e 1 Llama-3 60%-70% 3 4 TCO 5.3 1.2 30%-50% ASIC - H100 70% 50 2025/08 GPU CUDA TCO 30%-50% ASIC [ ] 4 3 2 6 5 71.5% 40% MaaS API AI AI IaaS PaaS AI MaaS AI MaaS API AI MaaS $\mathsf{I} + \mathsf{P} + \mathsf{S}$ MaaS AI IaaS AI GPU API VPC IaaS+PaaS PaaS RAG MLOps MaaS AI # Chapter 1.4 Agent # MaaS MaaS 1 Llama Owen DeepSeek GPT-4o Gemini Gemini-2.5 pro AI # Transformer KV Prompt: N Transfomer KV N Transfomer N EOS token token Transformer token KV key value token # Prefill Decode # KV <table><tr><td></td><td>Transformer</td><td>Prefill KV</td><td>Decode Decode</td><td>Prefill</td><td></td><td>token</td></tr><tr><td>Prefill</td><td>“</td><td>”</td><td></td><td>Decode</td><td>“</td><td>”</td></tr></table> <table><tr><td></td><td></td><td></td><td></td><td>GPU</td><td></td><td></td><td></td></tr><tr><td>Prefill</td><td>Token</td><td>-</td><td>GPU</td><td></td><td></td><td>" "</td><td></td></tr><tr><td>Decode</td><td>token</td><td>-</td><td></td><td></td><td></td><td>" "</td><td></td></tr></table> Prefill GPU GPU GPU token Decode Decode Decode Prefill GPU Flash Prefill Decode Transformer KV Prefill GPU - - - token Prefill KV A # 46.4% 24 1 8,000 Token 38.4% 25 4 71.8 85% 2024.01-2025.12E 2024.01-2025.12E 50 AGI 2020-2075E # L0 L4 L3-L4 LO L1 L2 L3 L4 53% 53% 50 10 2020-2075E # Agent # Agent Agent <table><tr><td>Level 0</td><td>Level 1</td><td>Level 2</td><td>Level 3</td><td>Level 4</td><td>Level 5</td></tr><tr><td></td><td>AI</td><td></td><td>LLM</td><td>LLM</td><td>LLM AI</td></tr><tr><td>AI</td><td></td><td></td><td></td><td></td><td></td></tr></table> AI Agent AI Agent AI Agent AI Agent AI Level 3 AI Agent # AI Agent Agent Agent # AI Agent Agent 50 Agent 2075 1.12 Agent 2020-2075E 01 42.5 02 4.0 03 2025 2075 9.5 50% AI+ 5G 04 2024-2025 2020 302.1 2075 5,276.3 2021 2,912 2075 8.74 2021 1.98 2075 13.4 # Chapter 2 # China's Intelligent Manufacturing Industry # Prospects for the Next 50 Years # Summary: # 01 China's Intelligent Manufacturing Competitiveness and Development Potential Thanks to the new quality of productivity, China's manufacturing industry from the cost advantage to efficiency-driven transformation, industrial added value in 2025 will reach 42.5 trillion yuan, the scale of intelligent manufacturing equipment exceeded 3.4 trillion yuan, in the new energy vehicles, photovoltaic and other seven major areas among the world's forefront of the local brands of industrial robots market share of $47\%$ , the Manufacturing Power Index increased by 14.6 points in four years, showing a strong momentum towards the high-end of the value chain. The Manufacturing Power Index has increased by 14.6 points in four years, showing a strong momentum towards the high end of the value chain. # 02 China's Intelligent Manufacturing Industry Ecological Outlook for the Next 50 Years China's manufacturing industry has the advantage of large-scale clustering, the world's second largest R&D expenditure, with 77 lighthouse factories ranked first in the world, but faced with the "neck" technology bottlenecks and the challenge of slowing down the growth rate, is through the "three-step" strategy to promote the transformation of intelligent manufacturing, accelerate the breakthrough in the industry chain upstream and downstream, to lay the foundation for moving into Industry 4.0. # 03 China's Intelligent Manufacturing Industry Development Trends for the Next 50 Years 2025 intelligent manufacturing solid investment differentiation is obvious and automotive manufacturing industry leading growth, market size from 4.2 trillion yuan in 2023 is expected to increase to 9.5 trillion yuan in 2075, equipment domestic satisfaction rate of more than $50\%$ , but the discrete industry is facing six major pain points such as standard interoperability, data integration, and the process industry demand differentiation is obvious, and in the future will be driven by AI +, 5G, digital twins and other technologies to promote the product, Manufacturing, management, service comprehensive intelligent transformation. # 04 Development Opportunities - Humanoid Robotics, eVTOL, Deep Sea Equipment With China's intensive deployment of three major emerging industry policies on robotics, low-altitude economy, and deep-sea economy in 2024-2025, the industrial robotics market size is expected to increase from 30.21 billion yuan in 2020 to 527.63 billion yuan in 2075, the low-altitude economy from 291.2 billion yuan in 2021 to 8.74 trillion yuan in 2075, and the deep-sea economy from 1.98 trillion yuan in 2021 to 13.4 trillion dollars in 2075. # Chapter 2.1 2025 42.5 2025 42.5 2024-2075E 2025 17.5 2055 2025 17.5 2025 2055 2024-2075E 2025 2020 2021-2023 2020 2023 2021- 2024 2025 2012 2 -2025 6 2025 7 14.5 2025 15 2024 3.4 2024 [ ] 2024 49% 2024 16.3 13.9 2024 1,200 15 66.4% 84.1% 2019 3.4 USGS 50 2025/08 - "2025 2025 <table><tr><td>"2025</td><td>★★★★★</td><td>★★★★</td><td>★★★★</td><td>★★★★</td></tr><tr><td>70% 4</td><td>★★★★★</td><td></td><td></td><td></td></tr><tr><td>2024 50%</td><td>★★★★★</td><td></td><td></td><td></td></tr><tr><td>24% 20%</td><td>★★★</td><td></td><td></td><td></td></tr><tr><td>338 60%</td><td>★★★★★</td><td></td><td></td><td></td></tr><tr><td>2024 4.8 70%</td><td>★★★★★</td><td></td><td></td><td></td></tr><tr><td>30%</td><td>★★★★</td><td></td><td></td><td></td></tr><tr><td>2024 7</td><td>★★★★</td><td></td><td></td><td></td></tr><tr><td>52% 3</td><td>★★★</td><td></td><td></td><td></td></tr><tr><td>2025 " 2025" 2025" 2015 18 70% 2015 18 60% 70% 20% 338 30% 70% 52%</td><td>★★★★★</td><td></td><td></td><td></td></tr></table> 50 2025/08 14.6 2019 & 2023 WIPO 2023 2023 2024 <table><tr><td>ATI</td><td>0.5%-2%</td><td><0.5%</td></tr><tr><td></td><td>0.2% < 0.5%</td><td><5% <3% <2%</td></tr><tr><td></td><td>0.5%</td><td>/</td></tr><tr><td></td><td>0.3%-0.5%</td><td>/</td></tr><tr><td>ME</td><td>0.5%</td><td>0.3%-0.5%</td></tr><tr><td>OnRobot</td><td>3%</td><td>5%</td></tr><tr><td>WACOH-TECH</td><td>1-3%</td><td>5%</td></tr></table> 1,699 1,743 <table><tr><td></td><td colspan="2">/</td></tr><tr><td></td><td>%</td><td>%</td></tr><tr><td>300m</td><td>92</td><td>97</td></tr><tr><td>15 FPSO</td><td>80</td><td>75</td></tr><tr><td>1,500m</td><td>87</td><td>67</td></tr><tr><td>1,000m</td><td>90</td><td>30</td></tr></table> 300 92% 2021 & 2022 3 # eVTOL # 2030 <table><tr><td>/</td><td></td><td></td><td>/</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Agility Robot</td><td>Digit</td><td>2019</td><td>150-160cm/48kg</td><td>18kg</td><td>30</td><td>N/A</td><td></td><td></td></tr><tr><td>TESLA</td><td>Optimus</td><td>2022</td><td>173cm/56kg</td><td>20kg</td><td>28</td><td>3km/h</td><td></td><td></td></tr><tr><td>Applotronik</td><td>Apollo</td><td>2023</td><td>172cm/72.5kg</td><td>25kg</td><td>30</td><td>5.47km/h</td><td></td><td></td></tr><tr><td></td><td>CyberOne</td><td>2022</td><td>177cm/52kg</td><td>20kg</td><td>21</td><td>3.6km/h</td><td></td><td></td></tr><tr><td></td><td>Walker S</td><td>2023</td><td>170cm</td><td>N/A</td><td>N/A</td><td>N/A</td><td></td><td></td></tr><tr><td></td><td>Unitree H1/G1</td><td>2023</td><td>180cm/47kg</td><td>10kg</td><td>18</td><td>7km/h</td><td></td><td></td></tr></table> Agility Robot Tesla Apptronik eVTOL <table><tr><td></td><td></td><td></td><td>(km/h)</td><td>(km)</td><td>(kg)</td><td>(kg)</td><td></td><td></td></tr><tr><td>Joby</td><td>S4</td><td>1+4</td><td>322</td><td>241</td><td>453</td><td>1815</td><td></td><td></td></tr><tr><td>Archer</td><td>Midnig ht</td><td>1+4</td><td>241</td><td>80</td><td>456</td><td>3175</td><td></td><td></td></tr><tr><td></td><td>EH216- S</td><td>2</td><td>130</td><td>35</td><td>220</td><td>650</td><td></td><td></td></tr><tr><td></td><td>Prosper ityl</td><td>1+4</td><td>200</td><td>250</td><td>350</td><td>2000</td><td></td><td></td></tr></table> eVTOL eVTOL (73.5%) 2030 76.1% 2025 2026-2030 CSDN 47% 6 11 Top11 2024 6 <table><tr><td>Vertical Aerospace</td><td>1,500</td><td>400-450</td></tr><tr><td></td><td>700-800</td><td>150-200</td></tr><tr><td></td><td>650-700</td><td>20-40</td></tr><tr><td></td><td>400</td><td>/</td></tr><tr><td>Lilium</td><td>300-350</td><td>150-180</td></tr><tr><td>Archer Aviation</td><td>200-250</td><td>330-350</td></tr><tr><td></td><td>~100</td><td>/</td></tr><tr><td></td><td>~100</td><td>10-20</td></tr><tr><td></td><td>20-40</td><td>20-30</td></tr><tr><td>Joby</td><td>10-20</td><td>20-40</td></tr><tr><td>Volocopter</td><td>15-10</td><td>/</td></tr></table> Vertical Aerospace 1,500 eVTOL Lilium Volocopter Archer Aviation Joby Top11 # Chapter 2.2 GDP 2005-2024 <table><tr><td>EUV</td><td>7nm</td><td>90nm</td></tr><tr><td></td><td>ArF</td><td></td></tr><tr><td></td><td>12</td><td>20%</td></tr><tr><td>CAD/CAE</td><td>3D</td><td></td></tr><tr><td>PLC</td><td>RTOS</td><td></td></tr><tr><td></td><td>T700</td><td></td></tr><tr><td></td><td>3.0T MRI</td><td></td></tr></table> <table><tr><td>2011</td><td>119.5</td><td>13</td><td>2024</td><td>508.9</td><td></td></tr><tr><td></td><td></td><td colspan="3">5G</td><td></td></tr><tr><td>207</td><td>666</td><td></td><td></td><td></td><td>41</td></tr><tr><td></td><td>316</td><td colspan="3">7.78%</td><td>2024</td></tr></table> 50 2025/08 2025 2025 4.0 2025" 4.0" <table><tr><td colspan="4">2025</td><td colspan="4">4.0</td></tr><tr><td></td><td colspan="3"></td><td colspan="4"></td></tr><tr><td></td><td colspan="3"></td><td colspan="4">" " " " "</td></tr><tr><td></td><td>2.0</td><td>3.0</td><td>" "</td><td>1.0</td><td>2.0</td><td>3.0</td><td>4.0</td></tr><tr><td></td><td colspan="3"></td><td colspan="4"></td></tr></table> 4.0 C2B 50 2025/08 3/3 189 77 AI 2024 MES PLM sentasy 2024 AX创鑫激光 TEXAS INSTRUMENTS # 2024 1-3KW 98% 3-6KW 98% 10KW+ 78% PLM MES AUTODESK. SIEMENS DASSAULT SYSTEMES 中国航天 国电南瑞 NARI-TECIL 10KW+ 10% 国航天 PLC <10% KEYENCE INOVANCE ESTUN AUT FANUC SIASUN ESTUN AUTOMATION YASKAWA KUKA WATTMAN ABB 2023 SIEMENS Rockwell Automation 和时刻 bHuSsc eVTOL 广汽集团GAC GROUP joby ARHER # 1 … # # # Chapter 2.3 2025 AI+ 5G / <table><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></table> 90% AI+ 50% 2023 PLM 50% 2025 70% ISA-95 1 <table><tr><td colspan="4">IEC61158 Ed4</td></tr><tr><td colspan="4"></td></tr><tr><td>TYPE 1</td><td>TS61158</td><td>TYPE 11</td><td>TCnet</td></tr><tr><td>TYPE 2</td><td>CIP</td><td>TYPE 12</td><td>EtherCAT</td></tr><tr><td>TYPE 3</td><td>Profibus</td><td>TYPE 13</td><td>Ethernet Powerlink</td></tr><tr><td>TYPE 4</td><td>P-NET</td><td>TYPE 14</td><td>EPA</td></tr><tr><td>TYPE 5</td><td>FF HSE</td><td>TYPE 15</td><td>Modbus-RTPS</td></tr><tr><td>TYPE 6</td><td>SwiftNet</td><td>TYPE 16</td><td>SERCOS</td></tr><tr><td>TYPE 7</td><td>WorldFIP</td><td>TYPE 17</td><td>VENT/IP</td></tr><tr><td>TYPE 8</td><td>Interbus</td><td>TYPE 18</td><td>CC_Link</td></tr><tr><td>TYPE 9</td><td>FF H1</td><td>TYPE 19</td><td>SERCOS</td></tr><tr><td>TYPE 10</td><td>Profinet</td><td>TYPE 20</td><td>HART</td></tr></table> 3 5 2 4 6 ISA-95 IEC 61158 Ed.4 [ ] [ ] [ ] [ ] [ ] [ ] GMP DCS TTS ERP MES SCADA WMS CRM MES LIMS eCTD 9.5 2023 4.2 2075 2023-2075E # Chapter 2.4 2024- 2025 2024-2025 2025 200 20 2024-2025 <table><tr><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td rowspan="2">2025-05-26</td><td rowspan="2">2025-2027200202020</td></tr><tr><td></td><td></td></tr><tr><td></td><td></td><td>2025-03-08</td><td>DCSPLC</td></tr><tr><td>2025</td><td></td><td>2025-03-05</td><td></td></tr><tr><td>2024</td><td></td><td>2024-07-29</td><td>4%2</td></tr><tr><td>2024</td><td></td><td>2024-07-18</td><td></td></tr><tr><td></td><td></td><td>2024-03-27</td><td></td></tr><tr><td></td><td></td><td>2024-01-18</td><td></td></tr></table> 55.6 2024 2018-2024 [ ] 2018-2023 <table><tr><td></td><td>2020</td><td>2021</td><td>2022</td><td>2023</td></tr><tr><td>-</td><td>8.2%</td><td>17.0%</td><td>20.5%</td><td>26.4%</td></tr><tr><td>-</td><td>0.6%</td><td>5.7%</td><td>9.3%</td><td>12.0%</td></tr><tr><td>-</td><td>-4.5%</td><td>2.8%</td><td>5.1%</td><td>7.4%</td></tr><tr><td>-</td><td>-6.6%</td><td>11.0%</td><td>28.6%</td><td>52.6%</td></tr><tr><td>-</td><td>-10.5%</td><td>-1.5%</td><td>1.6%</td><td>5.4%</td></tr></table> 2022- 2025 5 IFR Statista 2018 & 2023 15.2% IFR 17.8% 2023 2020-2075E IFR HCFA 禾川股份— INOVANCE MECH MIND 熵智科技 SEIZ KUKA FANUC The Robot Experts Qualcomm NVIDIA. 绿的谐波 kndnrnre 中大力德 OPT® Machine Vision JUTZE 75.3% 优必选 UBTECH ARTROBOT xiaomi lity obotics BostonDynamics 28% 23% 2020 2045 2020 2028 2022 5 2029-2035 2035 2040 2045 2020-2075E 2016-2030E 10 2024- 2025 2024-2025 2030 2024-2025 <table><tr><td></td><td></td><td>/</td><td></td></tr><tr><td></td><td></td><td>2025-01-14</td><td></td></tr><tr><td></td><td></td><td>2024-12-25</td><td></td></tr><tr><td></td><td></td><td>2024-12-12</td><td></td></tr><tr><td></td><td></td><td>2024-07-18</td><td></td></tr><tr><td>2024</td><td></td><td>2024-03-05</td><td></td></tr><tr><td>2024-2030</td><td></td><td>2024-03-01</td><td>2030 “ + ”</td></tr><tr><td></td><td></td><td>2024-01-01</td><td></td></tr></table> 2018- 2024 475 135% 222 2018-2024 <table><tr><td colspan="2"></td><td>飞行器类型</td><td>续航</td><td>载重</td><td>应用场景</td></tr><tr><td rowspan="9">低空经济+应用场景</td><td>可延伸至3,000米</td><td rowspan="2">直升机</td><td>~600km</td><td>~3000kg</td><td>低空经济+文旅</td></tr><tr><td>300-1,000米</td><td rowspan="3">~30km</td><td rowspan="3">~200kg</td><td>低空经济+载人出行</td></tr><tr><td></td><td rowspan="2">eVTOL</td><td>低空经济+救援</td></tr><tr><td></td><td>低空经济+物流</td></tr><tr><td>120-300米</td><td rowspan="3">行业级无人机</td><td rowspan="3">15-30km</td><td rowspan="3">10-20kg</td><td>低空经济+物流</td></tr><tr><td></td><td>低空经济+巡检</td></tr><tr><td></td><td></td></tr><tr><td>0-120米</td><td rowspan="2">小物流&植保无人机</td><td rowspan="2">~10km</td><td rowspan="2"><10kg</td><td>低空经济+物流</td></tr><tr><td></td><td>低空经济+农业</td></tr></table> <table><tr><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td></tr><tr><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td></tr><tr><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td></tr><tr><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td></tr><tr><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td><td>★★★★★</td></tr></table> 50 2025/08 194.2 1.9 vs 2030 2,058 <table><tr><td>1.9</td><td></td><td>3,750</td><td></td></tr><tr><td>FBO</td><td></td><td></td><td></td></tr><tr><td>030</td><td>2,058</td><td></td><td>A1</td></tr><tr><td></td><td>10</td><td></td><td>A</td></tr><tr><td></td><td>0.14</td><td>1.7</td><td>8%</td></tr><tr><td>2045</td><td></td><td>194.2</td><td></td></tr></table> 2020-2075E 2021 2,912 2075 2030 8.74 2.06 2021-2075E eVTOL eVTOL . eVTOL • . eVTOL . eVTOL # eVTOL • eVTOL eVTOL eVTOL eVTOL # VTOL 15 eVTOL <table><tr><td>eVTOL</td><td colspan="3">250-300 /</td><td colspan="2">15</td></tr><tr><td></td><td colspan="3">140 /</td><td colspan="2">70</td></tr><tr><td></td><td colspan="3">100 /</td><td colspan="2">3</td></tr><tr><td></td><td colspan="3">200-250 /</td><td colspan="2">1.5</td></tr><tr><td></td><td>10</td><td>10</td><td colspan="2">10</td><td>10</td></tr><tr><td>1 10%</td><td>1</td><td colspan="2">1</td><td colspan="2">1</td></tr><tr><td>4</td><td>4</td><td colspan="2">4</td><td colspan="2">4</td></tr><tr><td>2,500</td><td>2,500</td><td colspan="2">2,500</td><td colspan="2">2,500</td></tr><tr><td>10</td><td>10</td><td colspan="2">10</td><td colspan="2">10</td></tr><tr><td>eVTOL</td><td>250</td><td>250</td><td colspan="2">250</td><td>250</td></tr><tr><td></td><td>300</td><td>285 -5%</td><td colspan="2">270 -10%</td><td>255 -15%</td></tr><tr><td>/</td><td>300</td><td>300</td><td colspan="2">300</td><td>300</td></tr><tr><td>/</td><td>90,000</td><td>85,500</td><td colspan="2">81,000</td><td>76,500</td></tr><tr><td></td><td>500</td><td>450 -10%</td><td colspan="2">400 -20%</td><td>350 -30%</td></tr><tr><td></td><td>125,000</td><td>11,2500</td><td colspan="2">100,000</td><td>87,500</td></tr><tr><td></td><td>27,300</td><td>7,300</td><td colspan="2">7,300</td><td>7,300</td></tr><tr><td></td><td>1.99</td><td>1.93</td><td colspan="2">1.82</td><td>1.78</td></tr></table> eVTOL eVTOL 15 10 10% 250 eVTOL 10 20% 30% 5% $\%$ $15\%$ 3.0% 6 $\%$ $10.8\%$ eVTOL 1.7 6.0% 2023- 2045 2023 17 26.6% 2075 2045- 2075 300Wh/kg 250Wh/kg 2025 350Wh/kg 250Wh/kg 2030 380Wh/kg 300Wh/kg eVTOL eVTOL 2023-2075E [ ] eVTOL 2023 14 2075 1.5 2023-2045 CAGR 26.7% 2045-2075 CAGR 6.0% 20% 95% 97% 30% 100% eVTOL 2023-2075E eVTOL 2023-2075E 2021- 2025 2021 2025 2021 1 1 2023 2025 2021-2025 <table><tr><td></td><td></td><td>/</td><td></td></tr><tr><td>2025</td><td></td><td>2025-03-05</td><td></td></tr><tr><td>2023</td><td></td><td>2023-03-05</td><td></td></tr><tr><td>2035</td><td></td><td>2021-03-13</td><td></td></tr><tr><td>2021</td><td></td><td>2021-03-05</td><td></td></tr></table> <table><tr><td></td><td></td><td>70%1,00013%25%5,00085%</td><td></td></tr><tr><td></td><td></td><td>4,000491,000" "</td><td>"</td></tr><tr><td></td><td></td><td>20002030 UUV</td><td>"</td></tr><tr><td></td><td></td><td>773505,559370</td><td>"</td></tr><tr><td></td><td></td><td>2201095%</td><td>"</td></tr><tr><td></td><td></td><td>3 -9 /8300</td><td>"</td></tr><tr><td></td><td></td><td>1930183196010,91620155,7002016</td><td>"</td></tr><tr><td></td><td></td><td>20199819992014-2018 3</td><td>"</td></tr></table> <table><tr><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td>3 21</td><td>"2025"</td><td>- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -</td><td>" - "</td></tr><tr><td></td><td>3 13</td><td>- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -</td><td>- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -