According to Tianyancha data, there are over 62000 existing industrial large-scale model related enterprises in China, and about 22300 new registered related enterprises have been added since 2026. The industrial large-scale model track continues to heat up.

From the perspective of regional distribution, industrial resources are highly concentrated, with Guangdong Province, Jiangsu Province, Zhejiang Province, Shanghai City, and Beijing City ranking among the top, forming a significant agglomeration effect. Among them, Guangdong Province ranks first with about 13200 related enterprises, followed closely by Jiangsu Province with about 11800, Zhejiang Province with about 9600, Shanghai with about 7400, and Beijing with about 7000. The five provinces and cities together account for a significant proportion of the national total.

From the perspective of top enterprises, current industrial model players are mainly divided into three categories:

The first category is the cloud and information communication technology giants. The representative enterprises include Huawei Cloud Pangu model, Baidu AI Cloud Wenxin model, Inspur Cloud Island Zhiye model, etc. They provide the underlying computing power and general model capabilities, and expand in depth into the industrial field.

The second category is industrial Internet platform providers. Representative enterprises include Kaos COSMOPlat Tianzhi Industrial Model, Roots Technology Rooting Industrial Model and AIGC. They are familiar with the industrial scene and embed the capabilities of the big model into the platform.

The third category is vertical industry solution providers, represented by companies such as Baoxin Software Baolian Deng Steel Industry Big Model and Central Control Technology AI Time Series Big Model TPT, which provide highly customized models from specific industries such as steel and process industries. In addition, companies such as Innovation Qizhi, Dingjie Shuzhi, and Saiyi Information frequently appear on industry rankings.

According to IDC research, the proportion of Chinese industrial enterprises that have applied large models and intelligent agents will reach 47.5% by 2025, an increase of nearly five times compared to 9.6% in 2024, and the implementation speed will significantly accelerate. It is worth noting that the supply chain scenario is becoming an important breakthrough for the implementation of industrial large-scale models. JD Industry, together with Delixi Electric, China Sensor and IoT Industry Alliance and more than 130 upstream brand merchants, has launched the first large-scale model ecosystem in China's industrial field; Baichuan Plan; Priority will be given to covering six major industries including industrial electrical, tools, and electronic components, promoting the transition of industrial supply chains from experience driven to intelligent driven. During the same period, JD Industrial released the JoyIndustrial 2.0 series of industrial models, which have been called over 1 billion times this year. The industry believes that this marks a shift in industrial model competition from single enterprise model capabilities to industry level ecological co construction.

Industry insiders believe that the distribution of enterprises in the industrial big model is strongly related to the industrial foundation, and the top pattern has initially formed. The product maturity presents distinct scene based characteristics: in data intensive and value clear stages such as AI quality inspection, predictive operation and maintenance, and process parameter optimization, some top models have entered the stage of large-scale application; In more complex scenarios such as global scheduling and R&D design, the overall process is still in the exploration and validation stage. In the future, as the number of enterprise registrations continues to grow and application scenarios continue to open up, competition in industrial large-scale models will shift from; Model Capability; Turn“ Scene landing” And“ Engineering delivery; ability