中国AI产业增速维持30%+，AI终端销量首次超越非AI产品 | China's AI Industry Grows 30%+, AI Device Sales Surpass Non-AI for First Time
中国AI产业增速维持30%+，AI终端销量首次超越非AI产品
7月7日，国家发改委在2026世界人工智能大会上披露重磅数据：2025年我国AI相关产业规模已突破万亿元，2026年行业增速预计维持30%以上。
更引人注目的是终端数据。2025年AI手机、AI电脑等智能终端年出货量超1亿台，而2026年AI手机与AI电脑销量有望首次超过非AI产品。这是一个标志性的”分水岭时刻”——就像当年智能手机超越功能手机一样，”智能”正在从加分项变为入场券。
受政策利好带动，7月8日A股AI概念股应声上涨，创业板人工智能指数涨2.71%，多只AI ETF涨幅超3%。媒体评论认为，没有端侧AI能力的玩家将在2026下半年明显掉队。同时，国家发改委强调将”优化产业生态，推动AI技术在更多实体经济场景中落地”，这意味着政策端正在从”鼓励研发”转向”促进应用”。
China’s AI Industry Grows 30%+, AI Device Sales Surpass Non-AI for First Time
On July 7, China’s National Development and Reform Commission unveiled key data at the 2026 World AI Conference: the country’s AI-related industries surpassed one trillion yuan in scale in 2025, with growth expected to stay above 30% in 2026.
Even more striking are the device numbers. In 2025, AI-powered phones, computers, and other smart terminals shipped over 100 million units. In 2026, AI device sales are projected to surpass non-AI products for the first time. This is a watershed moment—much like when smartphones overtook feature phones, “intelligent” is shifting from a bonus to a baseline requirement.
The policy boost sent A-share AI concept stocks rising on July 8, with the ChiNext AI Index up 2.71% and multiple AI ETFs gaining over 3%. Commentators note that players without on-device AI capabilities will visibly fall behind in the second half of 2026. The NDRC also emphasized “optimizing the industry ecosystem and driving AI into more real-economy scenarios,” signaling a policy pivot from “encouraging R&D” to “promoting adoption.”
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