Sinolink: AI application industrial trends established, expected to welcome a double-click in 2026.

Sinolink released a research report stating that ByteDance's AI video generation model Seedance 2.0 has become very popular and has significantly reduced the barriers to creating high-quality video content, potentially becoming an important milestone in the development of AI in the film and television industry. Large models such as Yuanbao and Qianwen are accelerating their entrance traffic competition through New Year activities. Domestically, AI applications are rapidly penetrating vertical fields, forming a new pattern of deep integration of technology and industry. Driven by policies, intelligent body technology has become the core growth engine and has been scaled in industrial quality inspection and medical diagnosis, pushing AI from "perception" towards "decision-making" upgrading. Looking ahead to 2026, it will be a critical year for AI applications to move from "technical verification" to "commercial promotion". Sinolink's main points are as follows: Establishing the trend of AI application industry, with the potential for a double in 2026: 1) Applications in 2026 are a "required course". In 2026, whether from the perspective of ROI demands on computing power or from the perspective of internet/software/end-side companies creating products. 2) The "sweet spot" has been reached. Some companies have AI orders/income/ARR accounted for 10% or more of total income, and the cold start time is over. 3) A-share applications have their own characteristics. Chinese IT is mainly project-based, which means that software delivery is often deeply embedded in complex business processes. The question to be answered is how to combine AI with business systems in a complex project to create greater value for customers, with AI opening up more space for software. 4) The industry fundamentals will be established by the second half of 2025, with high profit elasticity and significant odds. Recommended directions for AI application industry: 1) Super entrance: Large model volume resonance, establishing the hub status of traffic. Large models have surpassed the realm of technological bases and evolved into dominators of traffic entrances in the AI era. Global leaders' commercialization processes are accelerating nonlinearly: OpenAI's ARR is expected to exceed $20 billion at the end of 2025, with a long-term anchor in the "trillions of dollars" range; Google Gemini had a monthly token usage of 1.3 trillion in October 2025, showing exponential growth; Anthropic Claude reached an ARR of $5 billion in July 2025. The domestic market is resonating synchronously, with Douba...