In 2025, domestic software will make new breakthroughs in multiple key areas and perform outstandingly. In the field of basic software, positive progress has been made in the construction of independent ecosystems; In the field of databases, domestic products have achieved large-scale applications in key industries such as finance and telecommunications; In the field of industrial software, "AI+industrial software" has become a breakthrough direction. According to data from the Ministry of Industry and Information Technology, in the first 11 months of 2025, China's software and information technology services industry (hereinafter referred to as the "software industry") will operate well, achieving a revenue of 1.39777 trillion yuan, a year-on-year increase of 13.3%; The total profit of the software industry was 1695.4 billion yuan, a year-on-year increase of 6.6%; The export of software business reached 56.89 billion US dollars, a year-on-year increase of 8.1%, and the growth rate remained positive for 9 consecutive months. By 2025, innovative achievements in the software industry will continue to emerge, the basic software ecosystem will continue to improve, and the number of devices loaded with the open-source HarmonyOS operating system will approach 1.2 billion. The software industry has demonstrated strong development resilience in complex environments. Analyzing the driving force behind the steady growth of the software industry, Sun Yue, Deputy Director of the Software Research Office at the Information and Software Industry Research Institute of CCID, stated that firstly, AI driven software development, intelligent solutions, and industry application demand have significantly increased, becoming an important driving force for software business revenue growth; Secondly, there is an effective resonance between the domestic market demand structure and policy environment, and the demand for intelligent transformation of existing business systems by enterprises to cope with the pressure of transformation and upgrading is becoming increasingly urgent; Thirdly, international competitiveness has steadily improved, and exports have achieved sustained growth. Zhao Gang, President of the Saizhi Industry Research Institute, believes that the integration of the real economy and the digital economy is accelerating, and the market demand for industrial digital transformation continues to be released, driving rapid growth in business income such as industrial software, e-commerce, and embedded system software. At the same time, significant achievements have been made in the independent innovation and application of information technology, and the basic software ecosystem such as HarmonyOS continues to improve. Breakthroughs have been made in the advanced process design of domestic integrated circuits, new storage architectures, and high-efficiency computing chips. Information security products such as trusted data security and AI security continue to innovate, driving rapid growth in revenue from information technology innovation and application. From January to November 2025, software product revenue was 2.95 trillion yuan, a year-on-year increase of 11.4%. Sun Yue said that this is partly due to the continuous procurement and upgrading needs of various industries for basic software, industrial software and other products in the process of promoting digital transformation; On the other hand, the integration and application of new technologies such as artificial intelligence drive innovation in product functionality and form, and also stimulate a new round of market investment. In the view of Lu Kuan, Vice President and Chief Scientist of Inspur Digital Enterprise, the stable growth of software product revenue is a two-way maturity of demand side and supply side. The digitization of enterprises has shifted from 'whether it exists' to' whether it is good or not, whether it is worth it or not ', and the budget is more willing to invest in software products and platform capabilities that can directly bring efficiency improvements, controllable risks, and visible operations; The domestic software system has made a leap from 'usable' to 'user-friendly and durable' in the past few years, with continuous improvement in ecological collaboration, engineering capabilities, and delivery methodologies, giving enterprises more confidence and courage to choose domestic products for core scenarios. ”Road wide said. New technologies bring new momentum. Shandong Haihua Group relies on the Wave Haiyue big model Ch1 version to create a salt chemical intelligent control integration big model, integrates enterprise private data, builds intelligent agents such as process optimization and intelligent inspection, and achieves a 25% extension of ion membrane life, a 25% reduction in unplanned shutdowns throughout the plant, an annual increase of 8760 tons of soda ash, and a reduction of 4.5 million kilowatt hours of chlor alkali energy consumption, bringing comprehensive economic benefits of nearly 100 million yuan. The rapid development of artificial intelligence is reshaping the production methods, product forms, and delivery models of software, "said Lu Kuan. The application of artificial intelligence technology has become a new driving force for the growth of the software industry. Zhao Gang stated that the construction and service of intelligent computing infrastructure are accelerating, and technologies such as large models, intelligent agents, and embodied intelligence are continuously iterating. The development and utilization of data resources are deepening, and the combination of "artificial intelligence and action" is promoting the intelligent transformation of the industry, bringing new momentum to the growth of the software industry. Sun Yue analyzed that at the industry level, AI is reshaping the way software value is created. Artificial intelligence has evolved from a tool for improving development efficiency to a core driving force for the emergence of new products and formats. New forms represented by intelligent agents and AI native applications continue to emerge, and the hybrid mode of "cloud based big model decision-making+end-to-end small model execution" is accelerating its implementation, opening up new market space. At the production level, AI is driving a paradigm shift in software development. The widespread use of AI assisted programming tools has significantly improved the efficiency of code writing and testing, driving software development towards a new model of "human-machine collaboration". At the same time, this has also led to an adjustment in the structure of software talent, with an increasing demand for abilities such as system architecture, prompt engineering, and business understanding. At the ecological level, AI accelerates innovation in industrial collaboration models. The hybrid innovation combining open source and closed source has become mainstream. Represented by DeepSeek and other domestic open-source models, the open core capabilities have lowered the technical application threshold and attracted a large number of developers to participate in ecological co construction. The role of software companies has evolved from being mere product providers to solution partners deeply involved in customer business innovation. The deepening implementation of the "Artificial Intelligence+" initiative will release large-scale market space. As the integration scenarios of AI technology and various industries continue to expand and mature, intelligent projects in key areas such as finance, manufacturing, energy, and government will move from pilot demonstrations to large-scale deployments, bringing sustained demand for AI software, solutions, and related services. Sun Yue believes that in the future, the level of intelligence in the entire software development process will continue to deepen; Software products will become more 'AI native', with intelligence and scene adaptation capabilities becoming standard features; While the industrial ecology continues to open up and integrate, the independent and controllable system in key areas will be synchronously improved; The measurement criteria for software value will focus more on its actual contribution to business effectiveness and innovation capability enhancement. Continuously breaking through key areas, Huawei releases HarmonyOS PC products, extending terminal advantages to desktop productivity; Kirin Software releases Galaxy Kirin operating system V11, promoting breakthroughs in domestic operating systems; The first overseas banking core system of Ant Group OceanBase has been launched in Laos, and domestic databases continue to expand overseas... Domestic software has blossomed in key technologies, core products, and international layout, and overall competitiveness continues to improve. Zhao Gang predicts that by 2026, software business revenue will continue to maintain a growth rate of over 10%, with artificial intelligence technology applications, independent innovation applications of information technology, and real number integration applications becoming incremental sources. Specifically, intelligent agent technology will accelerate iterative upgrades and widespread application, promote the expansion of computing power, algorithms, and data application scale, and drive rapid growth in revenue from intelligent software products and services; Information technologies such as smart chips, smart native terminals, and intelligent operating systems will strengthen independent innovation and application, further enhancing the market competitiveness of domestic software products and information technology services; The deep integration of the real economy and the digital economy, as well as the emergence of new formats and scenarios such as smart factories, autonomous driving, low altitude economy, and embodied intelligence, will cultivate and form new business growth points for industry software. In the first half of 2026, the overall software business will continue to grow, with a focus on "intelligent increment" and "stock transformation". Lu Kuan believes that AI is upgrading a large number of existing software into "AI enhanced software" and even "AI native software", and related investments such as data elements will continue to form a stable driving force. The localization of software substitution will continue to advance towards deeper business processes, from peripheral systems to critical systems, and from "replaceable" to "better". This is a long-term opportunity for software companies with foundational capabilities and industry delivery capabilities. In order to accelerate the transformation of key industries empowered by artificial intelligence, the Ministry of Industry and Information Technology recently issued the "Guidelines for the Transformation of Key Industries Empowered by Artificial Intelligence in Manufacturing". For the software and information technology service industry, it proposes to build a software full life cycle intelligent tool chain product system, accelerate the intelligent upgrading of traditional software and services, cultivate and build vertical domain intelligent agents, and construct high-quality datasets for the software industry. Sun Yue analyzed that the main factors supporting future growth include the large-scale market space released by the deepening implementation of the "Artificial Intelligence+" action, the structural growth momentum provided by the independent innovation and substitution process of key software, and the continuous increase in investment by enterprises in the intelligent transformation of existing systems. The continuously optimized industrial policies and development environment will consolidate the foundation of growth. Sun Yue stated that the "dual" and "two new" efforts to expand the scope will further guide resources towards key links in the digital economy. At the same time, with the continuous improvement of systems such as software value assessment, intellectual property protection, and market norms, the vitality of industrial innovation and the competitiveness of enterprises are expected to be further enhanced. (New Society)