中国大模型企业级市场爆发增长 调用大模型日均消耗激增

Core Insights - The generative AI market in China is experiencing explosive growth, with a projected daily usage increase of 363% from the second half of 2024 to the first half of 2025, exceeding 10 trillion tokens [1] - Alibaba's Tongyi model leads the market with a 17.7% share, followed by ByteDance's Doubao at 14.1% and DeepSeek at 10.3%, collectively accounting for over 40% of the market [1] - The Chinese government is actively promoting the integration of AI into various industries, aiming to enhance traditional sectors and foster new strategic industries [2] Market Trends - Public cloud deployment of large models is becoming mainstream, with 70% of enterprises opting for this approach, and 71% planning to increase their use of generative AI services in the cloud [2] - There is a shift from seeking the single strongest model to finding optimal solutions for specific business scenarios, indicating a growing demand for diverse model types and applications [2] - Open-source models are emerging as a key growth driver in the enterprise market, with predictions that over 80% of enterprises will adopt open-source large models in the future [3] Technological Advancements - The Tongyi Qwen model has become the largest open-source model family globally, with over 400 million downloads and more than 140,000 derivative models [3] - Continuous advancements in large language models, reasoning capabilities, and multi-modal models are reshaping the AI landscape in China [3][4] - The focus is shifting from merely generating content to executing tasks, marking a significant transition towards general intelligence in AI [5]