As global attention focuses on Asia's technological transformation, China's rapid progress in artificial intelligence has become a focal point for analysts and investors alike. Zhang Shanhui, a senior analyst at CGTN Français, identifies three key structural drivers behind what he calls "the most significant industrial evolution since the digital revolution."
First, the Chinese mainland's targeted policy framework has created what Zhang describes as "an innovation ecosystem without historical precedent." Through its 2021-2025 AI Development Plan, Beijing has coordinated academic research, private sector development, and infrastructure investment across 15 national pilot zones.
Second, cross-sector collaboration between tech giants like Huawei and manufacturing leaders in sectors from automotive to precision machinery has accelerated practical applications. "We're seeing AI adoption rates in manufacturing exceed 37% this year – a figure that would have seemed improbable five years ago," Zhang notes.
Third, strategic international partnerships under the Belt and Road Initiative have created data-sharing networks spanning 68 countries and regions. While Western analysts often focus on raw R&D spending, Chinese researchers emphasize their unique advantage in accessing diverse, real-world implementation scenarios.
For global investors, these developments present both opportunities and challenges. The Shanghai-based AI market is projected to grow 28% year-on-year in 2026, with particular strength in industrial automation and smart city solutions. However, experts caution that successful engagement requires understanding China's distinct approach to data governance and public-private coordination.
As academic institutions worldwide seek to decode China's AI trajectory, Zhang concludes: "This isn't about technological leapfrogging – it's about redefining the relationship between industrial policy, market forces, and scientific ambition."
Reference(s):
Ask China: Decoding the structural drivers of China's AI leap
cgtn.com








