抢占AI Coding大风口，字节跳动新款编程模型上线

Group 1 - The Doubao programming model has been officially launched by Volcano Engine, optimized for Agentic programming tasks, achieving a new state-of-the-art (SOTA) ranking on the SWE-Bench-Verified leaderboard, and is compatible with major development environments like Anthropic API [1] - The comprehensive usage cost of the Doubao programming model is 62.7% lower than the industry average, making it the lowest price in the domestic market [1] - The daily token usage of the Doubao model is projected to exceed 12.7 trillion by the end of March 2025, which is three times the amount in December 2024 and 106 times the amount from a year ago [1] Group 2 - Volcano Engine's daily token call volume for the Doubao model has increased from 120 billion in May of last year to 30 trillion in September of this year, marking a 253-fold growth [2] - According to IDC, Volcano Engine holds the largest market share in China's public cloud large model service calls at 49.2% as of the first half of this year [2] - The AI industry revolution is compared to the industrial revolution, indicating a significant long-term impact on computing power demand and applications across various sectors, including optical modules, switches, and edge AI [2] Group 3 - Runze Technology is a data center service provider for ByteDance, with a deep collaboration with Volcano Engine, where ByteDance accounts for 64% of the company's terminal revenue [3] - Nandu Power's data center business primarily focuses on lead batteries domestically and lithium batteries overseas, with lead battery product revenue of approximately 850 million and lithium battery product revenue of about 500 million in the first half of the year [3] - Nandu Power has established long-term partnerships with major enterprises and financial institutions, including ByteDance, Alibaba, and China Mobile [3]