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The Pei Index Releases the Annual Report on "China's Industrial AI Influence Index": New Energy Vehicles and Artificial Intelligence Lead, Industrial AI Discourse Power Highly Aligned with New Quality Productive Forces

When global users ask AI large models "Which country holds the future of new energy vehicles?" "Who is leading AI innovation?" or "Who leads global semiconductor technology?", the answers provided by AI are shaping a new form of industrial competitiveness—AI Discourse Power.

Recently, the Pei Index officially released the annual report on the "Pei Index · China's Industrial AI Influence Index (CIII)." This is the first domestic evaluation system for industrial discourse power, using industries as granular units and real output data from AI large models as the basis for assessment. It systematically quantifies, for the first time, the "discourse power" and "recommendation priority" of China's key industries within the global AI knowledge system.

The report covers six major industries: new energy vehicles, semiconductors and integrated circuits, biomedicine, artificial intelligence, high-end equipment manufacturing, and new energy and energy storage. These align closely with national strategic discourses such as "new quality productive forces," "manufacturing powerhouse," and "self-reliance and control." Data shows that China's industrial AI discourse power is rapidly rising, with some sectors forming a global leading position, but the "cognitive gap" between industries also warrants attention.

I. Industrial AI Discourse Power: A New Dimension of Competition

"As AI increasingly becomes the core gateway for global users to access industrial information, make investment decisions, and form technological perceptions, how an industry is described in AI, who defines it, and where it is recommended are becoming key variables in industrial competitiveness," said Pei Pei, founder of the Pei Index, member of the Central Cultural Committee of the China Zhi Gong Party, and dean of the China New Vision GEO Research Institute. "This is the AI discourse power of an industry—it is not equivalent to industrial scale or technological strength itself, but it is the 'projection' of these hard strengths in global cognition."

Based on the Pei AI Cognitive Theory System, CIII constructs a quantitative scale for industrial AI discourse power from two core dimensions. Discourse Power measures the breadth, depth, and authority of industry-related concepts, technologies, and standards as presented in the AI knowledge system—it answers "How does AI describe this industry? Who defines the technological narrative?" Recommendation Priority measures the degree to which Chinese industries are prioritized by AI in recommendation-type questions involving industry selection, technology comparison, and trend judgment—it answers "When AI is asked about industry choices, is China recommended first?"

"If market share measures an industry's competitiveness in the physical world, then AI discourse power measures its 'presence' and 'right to define' in the AI cognitive world," said Pei Pei. "These two dimensions together form a panoramic view of industrial competitiveness in the AI era."

II. Ranking of AI Discourse Power for Six Major Industries

Table 1: CIII China Industrial AI Discourse Power Scores and Rankings

III. New Energy Vehicles: China's "Global Benchmark" in AI's View

The report shows that new energy vehicles rank first in both discourse power and recommendation priority, making them the only industry among the six to achieve near-perfect scores in both dimensions.

"When AI is asked 'Who is the global leader in new energy vehicles?' or 'Which country produces the best electric vehicle brands?', the frequency and recommendation priority of Chinese brands and technologies are already among the top globally," noted Pei Pei. "This is no coincidence. It stems from the continuous accumulation of China's new energy vehicle industry in authoritative sources—from authoritative reports on technological breakthroughs, to the international promotion of industry standards, to the objective presentation of leading companies' global market shares. This information has been deeply embedded in AI's knowledge network, creating a cognitive inertia that AI 'cannot bypass' when addressing related issues."

CIII data also reveals that new energy vehicles are the sector with the most significant "standard parasitism" effect among Chinese industries—when AI answers general technical questions about range, battery safety, or intelligent driving, it increasingly cites technical parameters from Chinese companies as industry benchmarks. "This means that China's new energy vehicle industry has not only achieved a global leading position in the physical world but is also occupying the role of 'definer' in the AI cognitive world. This is precisely a vivid manifestation of new quality productive forces in the AI dimension."

IV. Artificial Intelligence: Cognitive Rise Driven by the Large Model Race

The artificial intelligence industry ranks second with a score of 92.3, and its rapid rise in discourse power and recommendation priority is highly synchronized with the explosion of China's large model industry.

"The surge in global recognition of domestic large models like DeepSeek, ERNIE Bot, and Tongyi Qianwen has driven a leap in the weight of China's entire AI industry within the AI knowledge network," Pei Pei analyzed. "The uniqueness of the AI industry lies in the fact that it is both the object of AI cognition and the 'infrastructure' of AI cognition—when large models answer questions about other industries, whose frameworks and standards they cite is itself an expression of discourse power."

The report also points out that there is still room for improvement in the discourse power of the AI industry. In governance-related questions such as "Who sets AI ethical standards?" or "Who leads in AI safety?", there remains a gap between the discourse power of China's AI industry and its technological strength. "This is the threshold that needs to be crossed from 'technological leadership' to 'leadership in the right to define.'"

V. Semiconductors and New Energy: Intertwined Narratives of Self-Reliance and Global Leadership

The semiconductor and integrated circuit industry ranks fourth, with its AI discourse power driven by both the "self-reliance and control" narrative and the "bottleneck" narrative. The report shows that semiconductors are the sector with the most complex emotional tendencies among the six industries—positive narratives (technological breakthroughs, progress in self-reliance substitution) and challenge narratives (external restrictions, technological gaps) coexist in AI-generated content, causing significant fluctuations in the positive emotional rate of AI for this industry.

"The AI discourse power data of the semiconductor industry precisely reflects the unique stage China's semiconductor industry is currently in," said Pang Pei. "Self-reliance and controllability are not only an industrial strategy but also a cognitive narrative. How this narrative is told in AI, and by whom, directly influences the confidence and judgment of global investors and partners regarding China's semiconductor industry."

In contrast, the new energy and energy storage industry ranked third with a score of 88.7, with its AI narrative being predominantly positive. "The global market share and technological leadership of China's photovoltaic and energy storage industries have formed a solid 'global leadership' narrative within the AI knowledge network. This is a successful mapping of the manufacturing power strategy in the AI cognitive dimension."

VI. Discourse Power Gap: Opportunities for "Cognitive Construction" in High-End Equipment and Biomedicine

High-end equipment manufacturing and biomedicine ranked fifth and sixth respectively. Compared to China's industrial strength in these fields, there is a certain "cognitive lag" in AI discourse power.

"High-end equipment manufacturing is a core sector of China's manufacturing power strategy. High-speed rail, tunnel boring machines, and construction machinery hold significant competitive advantages globally, yet these achievements have not formed a narrative density in the AI knowledge network that matches their industrial strength," Pang Pei pointed out. "The same applies to biomedicine—the pace of Chinese innovative drugs going global is accelerating, and the CXO industry already has global competitiveness. However, when AI answers related questions, the frequency of citing Chinese standards remains low."

In Pang Pei's view, this "discourse power gap" is both a challenge and an opportunity. "A gap means room for cognitive construction. Through systematic release of industry white papers, international academic citations, promotion of international industry standards, and in-depth reports by authoritative media, the AI discourse power of these two industries can achieve significant leaps in the coming years."

VII. Industrial AI Discourse Power and New Quality Productive Forces

Pang Pei emphasized that the significance of industrial AI discourse power lies not only in rankings but also in providing a new quantitative dimension for "new quality productive forces."

"The core of new quality productive forces is revolutionary technological breakthroughs and innovative allocation of production factors. When the global information gateway is dominated by AI, an industry's AI discourse power—its power to define, interpret, and recommend within the AI cognitive world—itself becomes a new type of production factor," Pang Pei said. "It influences investment flows, talent migration, competition in technical standards, and global market perception. How an industry is 'narrated' in AI is having a substantive causal impact on its competitiveness in the real world."

He further noted that being a "manufacturing power" means not only possessing strong manufacturing capabilities in the physical world but also holding the power to define "what is advanced manufacturing" and "what are high-quality products" in the AI cognitive world. "Self-reliance and controllability" include not only chips and equipment but also the autonomy of industrial narratives and cognitive definitions. "The ultimate value of CIII is to make these strategic propositions visible, measurable, and constructible in the AI dimension."

VIII. Conclusion

From the global benchmark narrative of new energy vehicles to the leap in the power to define artificial intelligence; from the self-reliance narrative of semiconductors to the cognitive construction space for high-end equipment and biomedicine—the landscape of China's industrial AI discourse power presented in the CIII annual report is both an AI projection of current industrial competitiveness and a new coordinate system for future industrial strategic layout.

"When global users learn about an industry through AI, they see not what the industry 'actually is,' but what AI 'perceives it to be,'" Pang Pei said. "Aligning the AI discourse power of Chinese industries with their industrial strength is the core proposition of 'new quality productive forces' and the 'manufacturing power' strategy in the cognitive dimension of the AI era."

It is reported that the Pang Pei Index·China Industry AI Influence Index adopts a dual-layer release system of "annual major assessment + quarterly minor tests." In subsequent years, based on national strategies and industry maturity, the evaluation scope will be expanded to emerging fields such as the low-altitude economy, quantum information, and new materials.