｜2026年2月25日星期三｜ NO.1 广东省委书记黄坤明：在关键材料、关键设备和基础软件等领域聚力攻坚 广东省委书记黄坤明2月24日在广东省高质量发展大会上表示，要厚积科技创新营养能量。要施足主要 养分，聚焦基础性、通用性需求，部署推进共性技术研发和组织模式创新，串联起科学家的奇思妙想、 企业家的真金白银、工程师的灵巧双手，让科技创新浸润每一个行业、每一家企业。要发挥集中力量办 大事的优势，在关键材料、关键元器件、关键设备和基础软件等领域聚力攻坚，疏通制约产业协同融合 的卡点堵点。要前瞻布局战略性、牵引性技术攻关，以技术优势催生协同新业态、增创竞争新优势。 NO.2 广东省委书记黄坤明：最大限度探索"松绑" 让低空经济"飞"起来、具身智能"用"起来 广东省委书记黄坤明2月24日在广东省高质量发展大会上表示，要以深化改革强化新赛道新领域制度供 给，着力破解"老规矩管新质生产力"的问题，最大限度为技术创新和市场探索"松绑"，让低空经 济"飞"起来、自动驾驶"跑"起来、具身智能"用"起来，确保既"放得活"又"管得好"。要加快集聚全球制 造资源、服务资源，在高水平"引进来"、高质量"走出去"中擦亮"广东制造"、" ...

Core Insights - The report by Frost & Sullivan indicates a significant increase in the daily usage of enterprise-level large models in China, with a rise to 37 trillion tokens in the second half of 2025, marking a 263% increase from 10.2 trillion tokens in the first half [1][3]. 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 [3]. - The market for enterprise-level large models is rapidly consolidating around leading vendors, with the top three models (Qwen, Doubao, and DeepSeek) accounting for over 70% of daily token consumption in the second half of 2025, compared to less than half in the first half [3][4]. Group 2: Vendor Performance - Alibaba Cloud's Qwen model saw its market share nearly double to 32.1% in the second half of 2025, with a growth rate of 14.4% [3][4]. - The report highlights that enterprises are increasingly favoring fewer vendors to reduce long-term operational costs related to interface maintenance and version management, creating higher migration barriers for leading vendors [4]. 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 add open-source options doubling from 22.6% in the first half to 48.5% in the second half of 2025 [4]. - 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 [4]. Group 4: Competitive Landscape - The competition among domestic open-source models has expanded beyond single-point performance to include size, deployment flexibility, and cost control [5]. - Since its launch in 2023, Qwen has released over 400 models, achieving over 1 billion downloads and extending its language capabilities to 201 languages, establishing itself as the leading open-source model globally [5].

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].