Recently, the field of domestic AI large models has experienced a moment of glory. With technological breakthroughs and the prosperity of open-source ecosystems, the Chinese AI industry is rapidly moving towards global leadership at an unprecedented pace.

Technological Milestone: Research Achievements Top the "Nature"

On January 28th, the "Emu3" model developed by the Beijing Zhiyuan Institute was successfully published in the prestigious international scientific journal "Nature". This not only marks the first time a Chinese research institution has received such academic recognition in the field of large models, but also signifies a major breakthrough in the innovation of domestic AI's underlying architecture.

Ecosystem Advantage: China's Open-Source Model Downloads Reach First Globally

The influence of Chinese AI is spreading from laboratories to the global developer community.

Market Share: In 2025, the share of global downloads of Chinese open-source models has risen to 17.1%, officially surpassing the United States and ranking first worldwide.

Frequent Launches: Recently, core manufacturers including Alibaba (Alibaba (China) Network Technology Co., Ltd.), DeepSeek (Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.), Kimi (Beijing Yueluomian Technology Co., Ltd.), and Zhipu (Beijing Zhipu Huazhang Science and Technology Co., Ltd.) have successively released new versions of large models, greatly enriching the industrial ecosystem.

Commercial Application: "Turning Loss into Profit" Becomes a Key Term

AI technology is transforming into tangible commercial returns. Some leading companies in specific fields have already achieved a turnaround in performance through "AI + Industry":

Jia Du Technology (Jia Du Technology Group Co., Ltd.): Thanks to the deep application of AI in intelligent transportation, it is expected to achieve a profit turnaround in 2025.

Yinli Media (Yinli Media Co., Ltd.): By empowering content production with AI, it is also expected to see a turning point in profitability in 2025.

Capital Trends: Institutional Investors Make Large Investments

Under the dual positive factors of technology and performance, the enthusiasm for AI-related stocks in the secondary market continues to rise. Data shows that recently, a total of 22 AI large model concept stocks have been heavily added by institutional investors. These include Shenzhen SanTai E-Commerce Co., Ltd., Youluoka Precision Information Engineering Co., Ltd., Zhongwen Online Group Co., Ltd., and Torex Information Technology Co., Ltd., showing the high confidence of institutional investors in the long-term value of the industry.