Research Report on China's Smart Information Industry in 2026 Source: iResearch Consulting

Communication + Platform + Scenario + AI deeply integrated.

Built on 5G RCS standard, transitioning from channel economy to intelligent service economy.

Provides end-to-end intelligent solution for government and enterprises.

Full-stack localization and zero-trust endogenous security.

State secret algorithms, privacy computing enabling "data usable but invisible".

Compliance red lines: explicit user consent, opt-out mechanism, full traceability.

Mobile number as the unique trusted ID, no app download required; native SMS inbox.

Near-full coverage across three major carriers, policy mandates 5G Messaging pre-installation on new phones.

Industry-specific AI agents with multi-turn dialogue, intent recognition, automated service closure.

Upgrade from "user-triggered → system response" to "agent anticipation → proactive service → user confirmation".

Future 5-year CAGR >30%. 2026-2030 sees accelerated growth due to three forces: policy-mandated terminal coverage + AI value uplift + compliance-driven substitution.

Terminal penetration: Apple devices still limited (~40M out of 320M), but regulation requires 100% support for 5G Messaging on new phones.

MIIT classifies 5G Messaging as basic telecom service; mandatory pre-installation and cross-carrier interoperability (effective June 2026).
Administrative Provisions on Short Message Services: explicit consent, no business SMS at night, real-name signature required.

Legacy SMS inefficiency + app’s inability to reach weak-tie users → rigid demand for digital intelligent messaging, which becomes the core private-domain entry for enterprises.

Over 80% of cardholders are weak-tie, hard to reach via banking apps; credit/collection efficiency vs. compliance dilemma.

Banking is the core, insurance and securities gradually penetrating.

Millisecond real-time response, credit card applications, wealth management purchase, e-signature within message, balancing conversion and compliance.

Credit card promotion, wealth marketing, loan campaigns. Rich media cards + conversational AI boost conversion rates, enabling service closure.

Unified online services, emergency management, grassroots governance, public campaigns.

Age-friendly design: no app required, message as service, one-click interaction bridging digital divide.

Multi-channel integration; grid workers' two-way communication, disaster reporting, targeted weather alerts — building smart government closed loops.

"Messages become lightweight government service halls."

Break free from third-party platform data black holes; brands own customer data. Covers order conversion – fulfillment – after-sales – repurchase retention.

Campaign teasers, exclusive coupons, flash sale reminders. Enables precision member marketing, cart recovery, real-time service updates.

OMO (online-merge-offline) deep integration lifts repurchase rate and customer stickiness.

Over 60% of car owners lost after first maintenance; second-hand car owner data missing. Mobile number as unique ID to connect prospect – owner – second-hand owner.

Pre-sales marketing, test-drive invites, after-sales maintenance, insurance renewal, second-hand value-add services.
Transforms from passive response to proactive anticipation, boosting after-sales revenue share.