According to the market dynamic analysis and industry development after 2025, the following industries will be the hottest sectors with the greatest development value in the next few years, according to various factors such as technological innovation, policy support and market demand, as follows:
China's AI market is expected to exceed 700 billion yuan in scale by 2025, and large-model technology will continue to iterate, especially in manufacturing, medical services, finance and other industries to achieve deep application. For example, Hanwang Technology has succeeded in integrating end-side devices and large models to improve processing efficiency and user experience135.
The penetration rate of AI mobile phones, AI PCS and other end devices has penetrated rapidly, and by 2025, it is predicted that the AI mobile phone will have 28% and AI PC with 43% penetration. Huawei, iFlytek and other industry leaders have become market leaders in new products such as smart glasses and headphones.
The construction of smart computing centers has accelerated, leading the growth of demand for high-performance chips and high-speed connectors but localization of high-end chips is still a big challenge.
Market size and technological innovation
As of 2025, China's new energy vehicle market will reach 2.3 trillion yuan, with more than 15.78 million units sold and a penetration ratio of 53.7%. Power battery technology (such as solid-state batteries) and intelligent driving (high-end assistance functions in urban scenarios) have emerged as growth drivers.
Market restructuring
New power brands (e.g., ideal, NiO) and cross-border enterprises (Xiaomi, Huawei) have developed extremely rapidly, and BYD has achieved "the same price of oil and electricity" by reducing costs through technology, leading to the popularization of intelligent electric vehicles.
Growth of overseas markets
China's new energy vehicle exports are growing extremely fast, and overseas markets will be a key driver of growth in 2025, especially in developing countries.35
Policy support and infrastructure acceleration
The National Development and Reform Commission set up a low-altitude economic bureau, and more than 20 cities and provinces issued special plans with the core construction period of 2025-2027. Shenzhen and other cities are going to complete over 50% of building low-altitude take-off and landing facilities.
Diversified application scenarios
Low-altitude logistics, manned traffic, cultural tourism and other industries were the main driving forces for landing, aviation emergency rescue market size is estimated to reach 30 billion yuan. The eVTOL (Electric Vertical Take-off and Landing Vehicle) technology will be put into commercialization in 2026-2027.
Technology and capital dual drive
The industry fund scale exceeds 100 billion, but coordination of the long investment cycle and profit pressure, and opening airspace and supporting facilities are still the key challenges.
Mass production and technological breakthrough
The Ministry of Industry and Information Technology has released the statement that it will be realized in 2025 to mass-produce humanoid robots, and Tesla, Xiaomi and other firms will accelerate the layout. Goldman Sachs estimates the scale of the global market will reach $38 billion by 2035.
Expanding application scenario
Industrial robots are extended to intelligent manufacturing, and service robots are used for logistics, medical treatment, family services and other industries. Changan Automobile and other car manufacturers integrate auto parts technology to enable robot R&D 15.
Domestic alternative speed
There have been significant technological breakthroughs in cloud AI chips, memory chips and others, and companies such as Ruixin Micro have an advantage in the end-side AI chip industry, enabling education, robotics and other uses13.
AI drives demand growth
Demand for powerful models in computer power results in demand for high-performance chips, but controllability and autonomy of high-end chips need to break through 3.
Aging market opportunity
China's silver economy grew to 7 trillion yuan, and brain-computer interfaces and anti-aging technologies (e.g., Neuralink and BrainCo) have been innovation hotspots.
Policy support
The Central Economic Work Conference proposed the growth of the silver economy and the upgrading of medical, health, elderly care services and other sectors.
Industry adjustment and recovery
Prices in the photovoltaic industry chain have returned to normal, and Jinkosolar, Tongwei Shares and other enterprises will balance supply and demand again in 2025, and downstream demand recovery led to market recovery.
Optimization of technology
New orders of polysilicon arrived, efficient battery technology to save costs by 1.
Product upgrade driven by AI
Penetration levels of AI mobiles and AI PCS increased significantly, and 75% of PCS will be AI powered by 2027. Voice command, multimodal interaction mainstreams 5.
Expansion in high-end market
Smartphones of the high-end variety costing more than $600 accounted for 80% of GenAI shipments, driving volume and price growth to 5 percent.
After years, the development of tech-led industries such as AI, new energy cars, low-altitude economy, and humanoid robots will be the drivers of main growth, with supportive policy sectors of green energy and silver economy worth noting. It is necessary for companies to give attention to technical innovation, scenarios of application, and overseas deployment in order to seize market opportunity.
