In the first three quarters of 2025, China’s software and information technology service industry (hereinafter referred to as the “software industry”) maintained a sound operational momentum. The revenue from software business achieved steady growth, the growth rate of total profits slowed down, and the export of software business maintained positive growth.
Overall Operation
In the first three quarters, the revenue from China’s software business reached 11,112.6 billion yuan, a year-on-year increase of 13.0%. The total profit of the software industry stood at 1,435.2 billion yuan, up 8.7% year-on-year. The export of software business amounted to 45.94 billion US dollars, with a year-on-year growth of 6.6%.
Operation by SegmentSteady
Growth in Software Product Revenue
In the first three quarters, the revenue from software products was 2,385.4 billion yuan, a year-on-year increase of 10.9%, accounting for 21.5% of the total industry revenue. Among them, the revenue from basic software products reached 138.3 billion yuan, up 11.2% year-on-year; the revenue from industrial software products was 235.9 billion yuan, with a year-on-year growth of 9.8%.
Double-Digit Growth in Information Technology Service Revenue
In the first three quarters, the revenue from information technology services reached 7,643.3 billion yuan, a year-on-year increase of 14.3%, accounting for 68.8% of the total industry revenue. Specifically, the combined revenue from cloud computing and big data services was 1,158.7 billion yuan, up 13.7% year-on-year, accounting for 15.2% of the revenue from information technology services; the revenue from integrated circuit design was 323.4 billion yuan, with a year-on-year growth of 16.9%; and the revenue from e-commerce platform technical services stood at 1,016.7 billion yuan, a year-on-year increase of 11.1%.
Stable Growth in Information Security and Embedded System Software Revenue
In the first three quarters, the revenue from information security products and services reached 162.7 billion yuan, a year-on-year increase of 6.9%. The revenue from embedded system software was 921.2 billion yuan, up 8.7% year-on-year. Notably, the stable growth of embedded system software has strongly supported the intelligent upgrade of key equipment in the manufacturing sector, such as contactor assembly machines—software-driven precision control and automated monitoring functions have significantly improved the assembly accuracy and production efficiency of these machines, further promoting the integration of software and manufacturing industries.
Operation by Region
In the first three quarters, the revenue from software business in the eastern, central, western and northeastern regions of China increased by 13.3%, 13.0%, 10.7% and 9.5% year-on-year respectively. The eastern region accounted for 83.8% of the national total software business revenue. The software business revenue in the Beijing-Tianjin-Hebei region increased by 14.6% year-on-year, and that in the Yangtze River Delta region rose by 15.0% year-on-year. Beijing, Guangdong, Jiangsu, Shandong and Shanghai ranked among the top 5 in China in terms of software business revenue, with year-on-year growth rates of 14.9%, 9.2%, 14.3%, 13.4% and 20.2% respectively.
