金蝶及用友ARR比对-行业数据-三个皮匠报告

国内外头部模型静态P/ARR估值表（单位：十亿美元，倍）

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行业数据 2026-07-01

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Anthropic的ARR（截至2026年5月）

行业数据 2026-06-12

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A股融资带来的ARR增量（亿元）

行业数据 2026-06-12

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各类AI模型ARR（百万美元）对比

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行业数据 2026-05-28

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ARR2026实现34亿美元

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行业数据 2026-04-13

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OpenAI和Antropic2025年ARR预计拆分

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行业数据 2025-12-26

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全球AI应用ARR分层统计（截至2025年11月）

# 全球AI应用ARR分层统计（截至2025年11月）

| 层级               | 代表厂商/应用                                                                 | ARR                                                                                                                                                                                                 |
|--------------------|------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| >10亿美元 ARR<br>（大模型厂商为主） | 大模型厂商：OpenAI、Anthropic、xAI                                            | OpenAI 25年8月ARR≈130亿美元，目标年底200亿美元；Anthropic 24年收入约40亿美元；25年秋已接近70亿美元run - rate，年底目标90亿美元；xAI预计在25年底年化收入达10亿美元；                                   |
|                    | 云数据平台：Snowflake、Databricks                                             | Snowflake 25年ARR≈44亿美元，25Q2 25%的产品用例为AI用例；Databricks25年ARR≈44亿美元，此外AI自定义工作流数据库公司Airtable 24年ARR≈4.8亿美元；相关公司DataRobot、Docker、VAST等ARR≈2亿美元；       |
|                    | AI国防：Pltr、Shield AI                                                      | Pltr ARR≈40亿美元，Shield AI ≈2.7亿美元；                                                                                                                                                             |
|                    | AI数据标注与训练：Scale AI/Surge AI/Mercor                                    | Scale AI 、Surge24年ARR约8.7亿、10亿美元，Mercor ARR≈5亿美元；                                                                                                                                        |
|                    | AI编程：Cursor                                                               | Cursor ARR≈10亿美元；最新估值293亿美元，同类型公司ReplictARR、Congnition、Lovable≈2.5亿、1.6亿、1.2亿美元；                                                                                          |
|                    | AI医疗：Tempus AI                                                            | AI智慧医疗公司Tempus AI 24年收入≈12.4亿美元，Kry ARR≈2.3亿美元，AI医疗文档公司Abridge≈1亿美元；                                                                                                      |
| 1 - 10亿美元 ARR<br>（垂类应用为主） | AI办公/设计/营销：Figma、Grammarly、attentive ai等                            | AI设计公司Figma ARR≈10亿美元，AI在线白板写作平台Miro ARR≈2.9亿美元；AI办公公司Grammarly≈7亿美元；AI电子邮件营销公司attentive≈2亿美元；AI营销公司Rezolve≈1亿美元（预计26年底为5亿美元），AI PPT公司Gamma≈1亿美元； |
|                    | 搜索/信息服务等垂直场景：Perplexity、AlphaSense、Glean等                      | 搜索公司Perplexity ARR约1.5 - 2亿美元，Glean ARR 约1.1亿美元；企业数据洞察平台AlphaSense≈4亿美元、Invisible ≈1.3亿美元；网络安全公司Snyk ARR≈3亿美元；                                               |
|                    | 企业模型部署与API接入：Together AI、Turing、Vercel                            | API和计算层训练公司Together AI ARR≈3亿美元，企业模型部署公司Turing ARR≈3亿美元，Cohere ARR≈1.5亿美元，前端环境构建公司Vercel ARR≈2亿美元；微调公司Fireworks≈1.3亿美元；                               |
|                    | AI企业流程自动化、客服：Automation Anywhere、Intercom、Talkdesk                | 流程自动化公司Automation Anywhere ARR≈8亿美元，AI客服公司Intercom ARR≈3.4亿美元，AI联络中心公司 Talkdesk ARR≈2.3亿、Apollo≈1.5亿美元；企业员工培训软件公司Better Up ARR≈2.5亿美元；数字人公司Synthesia ARR≈1.5亿美元、HeyGen≈1亿美元；营销公司Customer.io ≈1亿美元； |
|                    | AI对话理财/AI法律等：Cleo、Harvey                                            | AI对话理财公司Cleo ARR≈2.8亿美元；AI法律公司Harvey ARR≈1亿美元；                                                                                                                                      |
|                    | 自动驾驶软件：Applied Intuition                                              | Applied IntuitionARR≈4.2亿美元；                                                                                                                                                                     |
|                    | AI Agent公司                                                                | Manus ARR≈1亿美元；                                                                                                                                                                                  |
|                    | 多模态内容：可灵、Midjourney、Runway、ElevenLabs等                            | 图像视频方面，可灵（Kling）25年5月ARR约1.7亿美元，是全球收入最大的AI视频应用之一；Midjourney≈5亿美元、Runway≈1.5亿美元、Fal ai≈1亿美元；合成语音公司ElevenLab ARR≈2亿美元；音乐公司Suno ARR≈1.5亿美元；语音转文本公司Otter ≈1亿美元； |
| 1亿美元以下        | 美图公司                                                                    | 2025年H1总收入约人民币18亿元（yoy + 约12.3%）；影像与设计产品业务收入约13.5亿元（yoy + 约45.2%），增长由AI应用突破（付费订阅增长、全球化扩张）驱动。                                                 |
|                    | 万兴科技                                                                    | 2025年H1营收7.6亿元（yoy + 7.7%）；AI原生应用收入超6000万元，收入和付费用户均同比翻倍。                                                                                                             |

资料来源：Sacra，公司官网，华泰研究

行业数据 2025-12-09

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IrisEnergy的AI云服务ARR预期2025年

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行业数据 2025-11-19

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IrisEnergy的AI云服务ARR预期2025年

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行业数据 2025-10-24

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CD20单抗、BTK抑制剂已将ARR率降低到平均0.15以下

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行业数据 2025-07-31

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典型原生AI应用的年度经常性收入（ARR）情况

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行业数据 2025-07-10

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ARR收入持续保持增长，2024年占比达54.8%

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行业数据 2025-05-22

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Crowdstrike云安全、身份安全和SIEM4Q24ARR

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行业数据 2025-04-16

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Crowdstrike收入与ARR变化（百万美元）

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行业数据 2025-04-16

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金蝶及用友ARR比对

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