Core Viewpoint - The company, Zhipu, announced a price adjustment for its GLM Coding Plan due to strong market demand and increased user engagement, leading to a structural change in pricing with an overall increase starting from 30% [1] Group 1: Pricing Adjustments - Zhipu has decided to cancel the initial purchase discount while retaining seasonal and annual subscription discounts [1] - The price adjustment will take effect on February 12, 2026, with existing subscribers' prices remaining unchanged [1] Group 2: Market Performance - On February 12, Zhipu's stock opened significantly higher, reaching a peak of 418 HKD per share, with a market capitalization exceeding 180 billion HKD [1] Group 3: Product Developments - Zhipu launched and open-sourced GLM-5 on February 12, achieving state-of-the-art (SOTA) performance in coding and agent capabilities, closely rivaling Claude Opus 4.5 in real programming scenarios [3][4] - GLM-5 ranks fourth globally and first among open-source models in the Artificial Analysis leaderboard [3] Group 4: Engineering and Adaptation - GLM-5 has completed deep reasoning adaptation and operator-level optimization with major domestic chip platforms, enabling stable operation with high throughput and low latency on domestic computing clusters [4] - The model "Pony Alpha," which topped the global model service platform OpenRouter, is confirmed to be Zhipu's new model GLM-5 [4]
大模型第一股智谱宣布涨价，股价飙升！