“大模型第一股”要来？

Group 1 - Core viewpoint: Both Zhiyu and MiniMax, two AI model unicorns, have reportedly passed the Hong Kong Stock Exchange hearing [1] Group 2 - Zhiyu, established in 2019, is one of the "Six Little Tigers" in large models and has developed the GLM-130B model and ChatGLM dialogue model, among others [2] - Zhiyu's CEO revealed that the company's software tools and model business have achieved an annual recurring revenue (ARR) exceeding 100 million RMB (approximately 14 million USD) [2] - The company aims for over 100% revenue growth by 2025 and is diversifying its revenue structure, targeting developers with a goal of increasing API business revenue to 50% [2] - Zhiyu's API platform currently serves over 2.7 million paying customers, including major Chinese tech companies [2] Group 3 - Zhiyu launched an AI-driven coding tool subscription plan priced at 20 RMB per month, significantly lower than competitors [3] - The company has completed 17 rounds of financing, with the latest round in July raising 1 billion RMB [3] - Upcoming financing rounds in 2024 have attracted notable investors including Hillhouse Capital, Tencent, and Ant Group [3] Group 4 - MiniMax, founded in 2021, has developed a series of multimodal general models and offers various AI-native products for global users [4] - MiniMax M2 ranked among the top five in the global Artificial Analysis (AA) evaluation, establishing itself in the leading tier of text models [4] - The company completed a C round of financing in July, raising nearly 300 million USD, with a post-financing valuation of 4 billion USD [4]