Guangdong's tax service analysed VAT invoice data to see how AI-related industries bought and sold in the first three quarters. Revenue at computing power service firms rose 20.9 percent year on year, with integrated circuit manufacturing up 47.9 percent, industrial control computer and system manufacturing up 64.4 percent and sensitive component and sensor manufacturing up 33.2 percent, lifting the supply capacity of AI chips, servers and sensors. Algorithm model and data service firms grew 41.6 percent and 13.7 percent, with information processing and storage support services up 36.4 percent, internet data services up 36.1 percent and application software development up 40.1 percent. Among end products, smart in-vehicle equipment manufacturing rose 35.8 percent, industrial robot manufacturing 28.7 percent and additive manufacturing equipment 29.2 percent. Purchases of goods and services from AI-related industries by all sectors rose 26.7 percent, with manufacturing up 25.8 percent and textiles, apparel and furniture up 1.2 times, 1.0 times and 1.3 times.
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VAT invoice data shows strong momentum in Guangdong's AI industry in the first three quarters
Guangdong's provincial tax service used VAT invoice data to analyse purchases and sales across AI-related industries in the first three quarters of this year. Revenue at computing power service firms rose 20.9 percent year on year, with integrated circuit manufacturing up 47.9 percent, industrial control computer and system manufacturing up 64.4 percent and sensor manufacturing up 33.2 percent. Revenue at algorithm model and data service firms grew 41.6 percent and 13.7 percent respectively, while smart in-vehicle equipment, industrial robot and additive manufacturing equipment makers grew 35.8 percent, 28.7 percent and 29.2 percent. Purchases of goods and services by all industries from AI-related sectors rose 26.7 percent, with manufacturing up 25.8 percent and textiles, apparel and furniture each up sharply.
2026-10-16