GTJA released research reports stating that with the acceleration of AI application progress and the continuous emergence of scene landing cases, coupled with the dual-wheel drive of cloud applications and terminal intelligence driving industry upgrades, AI track companies are ushering in important development opportunities.
Jingtong Financial APP learned that GTJA released research reports stating that with the acceleration of AI application progress and the continuous emergence of scene landing cases, coupled with the dual-wheel drive of cloud applications and terminal intelligence driving industry upgrades, AI track companies are ushering in important development opportunities. It is recommended to focus on the following directions: product-driven leading application companies, especially those companies that have formed technological barriers and user stickiness in existing fields; companies with first-mover advantages in cloud application innovation and terminal intelligence upgrades, as well as companies that have achieved commercial landing in high-barrier scenes such as medical, financial, and education; Companies with core technology and resource accumulation in the field of Chinese corpus construction. These companies will gain sustained competitive advantages in the AI application ecosystem.
GTJA's main opinions include:
The AI application market is entering a stage of refined competition driven by product strength, where leading companies establish competitive advantages through technological innovation and differentiated layouts. China's AI applications have continued to enhance their global market competitiveness, with two companies entering the global top ten MAU rankings. 360 AI Search has established a leading position in the industry of AI native search with a monthly visit volume of 287.58 million. The market is showing a development trend dominated by product strength, where the user stickiness of AI applications is significantly decoupled from market size, indicating that product innovation capabilities are becoming a key factor in determining deep user engagement. Hailuo AI in the video generation field has achieved a breakthrough growth of 2772.92%. Looking at the segmented markets, the main AI application MAU performances vary by field, indicating that the AI market has begun to enter a new stage of product differentiation competition.
AI application scenarios are experiencing comprehensive breakthroughs and innovations, with cloud applications and terminal intelligence driving industry upgrades. In terms of cloud applications, leading companies are accelerating the layout of AI software innovation, with full-modal input and ecosystem integration becoming important development directions. Commercial monetization in vertical fields such as medical, financial, education, law, digital marketing, and digital individuals is accelerating. On the terminal side, smart devices are undergoing comprehensive upgrades, with AI agents and robot technology driving industrial intelligence transformation; AI phones and AI PCs are gradually achieving full-scenario collaboration, enhancing user experience, and reshaping ecosystems; intelligent driving relies on end-to-end model innovation and multimodal perception technology to enable vehicles to make decisions more accurately and rapidly. AI applications are evolving from single devices to multifunctional intelligent assistants.
The accumulation of Chinese corpus is becoming a key driver for improving the AI application ecosystem. With the increasing demand for training data in AI technology, the inadequate supply of Chinese corpus has become a bottleneck for industry development. The industry is striving to enhance the collection and processing capabilities of Chinese data, with many companies making significant progress. For example, HaiTianRuiSheng has accumulated data in over 200 languages and developed multilingual language big models in collaboration with Tsinghua University; TRS has built the TuoTian big model based on over 10 years of high-quality data accumulation; Asia Vets Research Institute has released the 500GB-scale CCI 2.0 Chinese Internet corpus, providing important support for large model training.
Risk Warning: The application landing process is slower than expected, computing resources are limited, data security supervision is becoming stricter, and technological competition is intensifying.
