行业动态 | 从模型热到应用热，北京AI产业叙事升级

Core Insights - Beijing has achieved a significant milestone with over 200 generative AI models registered, maintaining its position as the leader in both model registration and industrial application scale in China [1][2] - The AI industry in Beijing is experiencing a narrative shift from "model fever" to "application fever," driven by technological breakthroughs and commercialization [1] - Companies like Zhiyuan and Mianbi are leading the charge in AI innovation, with Zhiyuan set to become the first publicly listed company focused on AGI foundational models [1][2] Model Registration and User Engagement - Beijing accounts for 30% of the national model registration, with 147 AI products registered, making the combined total of model registrations and product registrations 35% of the national total [2] - The user base for leading models in Beijing has reached 1.439 billion, with daily invocation frequency hitting 746 million [2] Technological Breakthroughs - Mianbi's MiniCPM model, with only 2.4 billion parameters, has achieved performance exceeding that of models with over 100 billion parameters [5] - The K2 model from Moonlight has been recognized as a significant advancement, being the first trillion-parameter model with a MoE architecture [5][6] - Baidu's Wenxin model has been upgraded to version 5.0, showcasing advancements in multi-modal capabilities [5] Commercialization and Market Impact - AI digital human technology is becoming a primary revenue driver for companies, with 83% of live stream hosts using Baidu's digital human technology during the recent Double 11 shopping festival [9] - Baidu's search engine has undergone a major overhaul, increasing the multimedia coverage rate of search results to 70% [9] - The open-source strategy employed by Zhiyuan has led to a tenfold increase in API call volume, demonstrating the synergy between open-source and commercial success [9] Ecosystem and Policy Support - Beijing's policies, including the "Open Source Capital" initiative and industry fund support, are fostering a conducive environment for technology implementation [10] - The city has 121 general models and 80 industry-specific models, covering various sectors such as government, education, and e-commerce, further solidifying its position as a leader in AI applications [10]