The global download volume of open-source models has exceeded 10 billion times; The domestically produced open-source model with super large parameter scale is unveiled; There are over 400 domestic humanoid robot products, accounting for more than half of the global market... In the first half of this year, a series of landmark achievements in the field of artificial intelligence were intensively implemented. With the deepening of the "Artificial Intelligence+" initiative, China's AI industry has entered a new stage of accelerating the emergence of innovative achievements and the realization of industrial value. Technology, application, ecology, and governance are advancing in synergy, and the path of high-quality development is becoming increasingly clear.

According to data from the Ministry of Industry and Information Technology, by 2025, the scale of China's core artificial intelligence industry will exceed 1.2 trillion yuan, with over 6200 specialized AI enterprises. Entering 2026, the focus of domestic large-scale model development will significantly shift towards the intelligent agent track. The Research Report on the Development of Internet Agents (2026) of China Information and Communication Research Institute proposed that agents with the ability of task planning, tool invocation, cross platform implementation and continuous interaction are the key carriers for large-scale industrial implementation of large-scale models. The current mainstream domestic large-scale models continue to iterate, extending their capabilities from basic dialogue and question answering to autonomous planning, tool calling, and long-term task execution. Long context, native multimodality, and intelligent agent adaptation have become important standard features. In this context, the MoE hybrid expert architecture has quickly become the mainstream technology route, meeting the differentiated computing power requirements of intelligent agents for multi task processing and long-range reasoning.

The thriving open-source ecosystem is a unique competitive advantage for domestic large-scale models. The Ministry of Industry and Information Technology recently disclosed that the global cumulative download volume of China's open source large models has exceeded 10 billion times; According to Hugging Face statistics, in the past year, China's self-developed large models accounted for 41% of the newly added open-source model download traffic on the platform. Relying on a well-established open source system, the industry has gradually formed a benign pattern of "open sharing of basic models and deep innovation of industry applications", laying a solid foundation for the large-scale deployment of intelligent agents and embodied intelligence, and continuously enhancing the global competitiveness of China's AI industry. At present, the national level AI open source community has gathered over 11 million users and hosted over 70000 models, accelerating the construction of a full stack open source system covering basic software to large-scale model applications.

In the first half of the year, the industrialization process of embodied intelligence accelerated and increased efficiency. There are over 400 domestic humanoid robot products, accounting for more than half of the global total. Humanoid and quadruped intelligent robots account for 80% of the global sales share. On the technical level, the VLA visual language action model and world model are accelerating their implementation, and a large number of core technological achievements such as full body force control, agile grasping, environment adaptation, and fault self recovery have emerged. This has efficiently opened up the channel for converting natural language instructions into physical actions, promoting embodied intelligence to step out of demonstration scenarios and steadily move towards industrial and service industry real-world operating environments.

While technology is advancing rapidly, China is also making every effort to coordinate innovation and development with safety regulations, gradually establishing a sound artificial intelligence governance system, and expanding regulatory boundaries from generative AI content management to emerging fields such as AI agents, humanoid robots, and virtual digital humans. As of the end of June, 988 generative AI services nationwide have been registered and 598 applications have been registered, and a normalized regulatory mechanism has been established; The Interim Measures for the Management of Artificial Intelligence Personification Interactive Services, implemented in July, establish an integrated governance framework for record management, safety assessment, and ethical review. The Measures for the Administration of Internet Information Services (Draft for Comments on Revised Draft) lists agents as new information service subjects alongside websites and APPs. The Ministry of Industry and Information Technology, in collaboration with relevant parties, has launched the "International Action Plan for Ethical Governance of Artificial Intelligence" and actively participates in the joint construction of global AI rules.

Driven by the synergy of technology, application, ecology, and governance, the artificial intelligence industry has unleashed unprecedented development vitality, and the effectiveness of empowering the real economy continues to be highlighted. The National Development and Reform Commission stated at a press conference in July that the artificial intelligence related industry maintained a high-speed growth of over 30% in the first half of this year. AI smartphones AI PC、 The acceleration of smart wearable devices and other terminals into government and enterprise scenarios, as well as millions of households, greatly unleashes the potential of the artificial intelligence consumer market. According to data released by the National Bureau of Statistics, the retail sales of wearable smart devices, including smart glasses, in China more than doubled in the first half of the year.

Technological iterations continue, accelerating the implementation of scenarios. The industry trend clearly indicates that artificial intelligence has already surpassed the scope of a single technology and deeply integrated into the national economic cycle, becoming the core engine for cultivating new quality productivity and releasing stronger development potential. The National Development and Reform Commission predicts that the growth rate of China's core artificial intelligence industry is expected to remain above 30% this year; The National Data Administration estimates that by the end of the 15th Five Year Plan period, the scale of the domestic artificial intelligence related industry is expected to exceed 10 trillion yuan.