阿里云千问：第一

Core Insights - The report by Frost & Sullivan indicates that the daily usage of enterprise-level large models in China is expected to surge to 37 trillion tokens in the second half of 2025, a 263% increase from 10.2 trillion tokens in the first half of the year [1][10]. Group 1: Market Dynamics - The primary drivers for enterprises using large models shifted from enhancing product performance and customer experience in the first half of 2025 to improving operational efficiency and R&D effectiveness in the second half [4][14]. - The market for enterprise-level large models is rapidly concentrating among leading vendors, with the top three models in terms of daily token consumption being Qwen (32.1%), Doubao (21.3%), and DeepSeek (18.4%) in the second half of 2025 [5][15]. - The combined market share of these top three models increased from less than half in the first half of 2025 to over 70% in the second half, indicating a significant consolidation trend [5][15]. Group 2: Vendor Insights - Alibaba Cloud's Qwen model has seen the most significant growth, with a market share increase from 17.7% in the first half to 32.1% in the second half of 2025, reflecting a 14.4% growth rate [5][15]. - Companies are increasingly favoring fewer vendors to reduce long-term operational costs related to interface maintenance and version management, leading to higher migration barriers for top vendors with robust cloud infrastructure [5][15]. Group 3: Open Source Trends - There is a notable increase in enterprises' willingness to adopt open-source models, with the proportion of closed-source users planning to switch to open-source models doubling from 22.6% in the first half of 2025 to 48.5% in the second half [7][18]. - Chinese companies accounted for 90.2% of the global new open-source large models introduced in the second half of 2025, significantly outpacing international competitors [9][19]. - Since its launch in 2023, Qwen has released over 400 models, achieving over 1 billion downloads and extending its language support to 201 languages, establishing itself as the leading open-source model globally [10][20].