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Chinese AI models sweep top spots in major rankings as open source, cost advantages drive overseas adoption despite US tech restrictions: expert_我的网站

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Conceptual diagram of AI Photo: VCG
Chinese artificial intelligence (AI) technology companies are gaining a growing foothold among international users, with their models topping rankings on some leading industry platforms, ahead of their US counterparts.
Chinese AI companies, with their open-source strategies and cost effectiveness, are gaining growing adoption among overseas developers despite the continued US restrictions on China's access to advanced chips and AI technologies, a Chinese veteran industry analyst said, noting that global AI competition should be about innovation capabilities and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers.
The latest weekly large-language model (LLM) rankings from AI model aggregation platform OpenRouter showed that models developed by Chinese companies swept the top four spots and took six of the top 10, the Global Times noted on the platform on Tuesday. DeepSeek V4 Flash 0731 topped the ranking with 9.39 trillion tokens in usage, followed closely by Tencent's Hy3 with 8.94 trillion.
From August 3 to Sunday, Chinese AI models recorded 34.25 trillion tokens in usage, up 21.76 percent from the previous week, while US AI models, although up 109.36 percent, only recorded 9.17 trillion tokens, about three times less than that of Chinese models.
Another DeepSeek model, V4 Flash 0423, came in third, followed by Xiaomi's MiMo-V2.5 in fourth place. Zhipu AI's GLM 5.2 and DeepSeek V4 Pro also made the top 10.
Notably, usage of the top-ranked DeepSeek V4 Flash 0731 surged 302 percent over the week. The rankings are based on actual model usage on OpenRouter, highlighting the growing adoption of Chinese AI models among global developers and their strong presence on the platform, Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, told the Global Times on Tuesday.
Meanwhile, the latest trending rankings on Hugging Face, the world's largest open-source AI community, also highlighted the growing influence of Chinese AI models among global developers. As of Tuesday, four of the top five models on the platform's Trending Models list were linked to Chinese AI companies, with MiniMax's newly released full modality model MiniMax H3 topping the ranking.
One key reason Chinese AI models are gaining popularity is their combination of strong performance, lower costs and greater openness, Chinese experts said.
"Companies such as DeepSeek, MiniMax and Zhipu AI have released open-weight models that developers can download, customize and use to build their own applications. Many Chinese models also come with relatively low API and inference costs, making them more affordable for start-ups and smaller businesses," Xiang said.
According to UBS estimates cited by media reports, leading Chinese AI models cost about one-tenth as much to train as comparable overseas models, while their API prices are typically only 10 percent to 20 percent of those of foreign alternatives.
"China's strong industrial foundation in power supply, computing infrastructure and data center development also provides solid support for the large-scale deployment of AI," said Xiang.
In contrast to many large US AI companies that primarily offer their flagship models through closed platforms and application programming interfaces, China's are gaining traction among global developers with its open model approach, Ma Jihua, a veteran industry analyst, told the Global Times on Tuesday.
The open model approach allows a much broader range of developers, including smaller players, to participate in AI development rather than leaving advanced AI capabilities concentrated in the hands of a few large companies, said Ma. As more developers build on these models, they can create new tools and applications, further expanding the ecosystem around Chinese AI models, Ma added.
China's recently released Action Plan for Global AI Governance explicitly encourages the joint development of international open-source AI communities, greater international exchanges and cooperation among open-source communities, and the sharing of general purpose large models, foundational algorithms and software tools.
Recently, the US government has ramped up its unilateral moves targeting China's AI-related sector, including a plan to ban cutting-edge Chinese AI models, US media outlets have reported.
The growing influence of Chinese AI models shows that technological blockades cannot hold back innovation and industrial development, Ma said, noting that such restrictions could instead backfire by raising costs for US companies and limiting their access to competitive technologies and global AI cooperation.
Chinese AI models are already seeing growing adoption among US businesses. Chinese AI models now consistently account for more than 30 percent of weekly token usage by US companies, with the share peaking at 46 percent, the People's Daily reported, citing data from a third party industry platform.
The US should view the development of China's AI industry objectively, and avoid politicizing or overstretching the concept of national security in normal technological and industrial competition, Ma said.
"After all, global AI competition should ultimately be about innovation and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers," Ma noted.
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原标题：拜登签署新行政命令“扩大美国生物制造”再引国内CXO板块跳水反复风险“预演”或倒逼产业发展每经记者：林姿辰每经编辑：魏官红今日（9月13日）开盘，CXO（医药外包）概念板块持续走低，其中海外收入占比较高的几家龙头企业股价下落明显。截至当日收盘，药明生物（HK02269，股价53.4港元，市值2277.51亿港元）跌19.94%，康龙化成（HK03759，股价42.15港元，市值502.04亿港元）跌14.68%，泰格医药（HK03347，股价69.1港元，市值602.85亿港元）跌9.67%。消息面上，据环球网报道，美国广播公司（ABC）称美国总统拜登于当地时间12日签署了一项鼓励美国生物技术生产和研究的行政命令。

三 | 报道称，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。

四 | 而环球网援引媒体报道称，此举是在“回应中国在生物技术方面的挑战”。值得注意的是，这不是CXO板块股价首次异动。无论是UVL（未经核实名单）、还是影响难辨的产业链政策，击中的大多是CXO公司收入对海外地区较为依赖，以及产业链上游暂未实现完全国产替代的短板。争锋生物医药产业：拜登二度签署相关行政命令美国白宫9月12日发布的文件揭露了更多细节。据界面新闻报道，白宫官网信息显示，拜登12日签署的行政令是为了启动“国家生物技术和生物制造倡议”。值得注意的是，这不是拜登首次对生物医药产业“动刀”。

五 | 去年2月，拜登曾签署一项行政命令，对包括药品在内的四种关键产品的供应链进行为期100天的审查及更深入的一年期审查，并在之后发布的百日报告中明确提出要进一步加强制药供应链措施。界面新闻报道称，白宫声明指出，美国“过度依赖”外国材料和生物制造，多年来将生物技术等关键行业离岸外包的做法威胁到了美国获取关键材料的能力。而近年来在国际市场强势突围的中国CXO企业，被不少业内人士认为是此次美国方面新行政命令的针对对象之一。对于生物产业发展，今年5月，我国国家发展和改革委员会也印发了首部生物经济五年规划。《“十四五”生物经济发展规划》明确提出要“加快突破生物经济发展瓶颈，实现科技自立自强，提升产业链供应链安全稳定水平”。图片来源：摄图网-501514500打雷不一定会下雨：细则出台前影响仍不明朗 “昨天圈内就在转这个消息了，大家都担心相关影响，你看今天跌得多的，大多是海外收入占比很高的企业，整个板块就被拖下去了。”9月13日，一名不愿具名的业内人士对《每日经济新闻》表示。据《每日经济新闻》记者梳理，2021年，国内头部CXO企业药明康德、康龙化成、泰格医药的境外业务收入占比分别为75%、83%和47%，这3家公司收入均对海外地区有不同程度的依赖。9月13日，CIC灼识咨询合伙人王文华接受《每日经济新闻》记者采访时表示，此次行政命令对中国CXO企业产生的影响还不明朗，需要观察美国方面后续出台的细则是否明确指向医药研发生产的外包服务。在王文华看来，从产业发展的视角，若将CXO产业链整体从中国转移至美国，对很多美国药企来说并不是一个最优决定。这是因为与美国本土CXO企业相比，中国CXO行业拥有更低的人工成本与更快的临床患者招募速度，在临床前与临床阶段均能提供性价比极高的解决方案。

六 | 放弃这些理想的服务外包对象，让当地药企面临巨额的研发成本增长与更慢的临床进度，显然违背了拜登签署相关行政命令的初衷。上述业内人士也持有类似观点，其认为国内CRO企业在价格、人力成本上有优势，生产效率也好很多，服务能力能满足国际化的要求，相关政策很难在短期内对中国CXO企业的发展构成显著影响。多次风险“演练”：倒逼国内CXO企业补短板国内CXO板块股价被情绪“错杀”已不是首次。尽管业内人士普遍认为中外医药产业链全面脱钩的可能性很小，但国内CXO产业链目前暂未完全实现国产替代，以及中美创新生物制药体量和水平的客观差距，或是CXO企业投资者容易成为“惊弓之鸟”的根本原因。而在一次次的风险“演练”中，国内CXO产业短板反复显现，也倒逼CXO产业链在国产替代、突破卡脖子技术方面的加速发展。

七 | 例如，国内多家CXO企业已在海外进行生物制造基础设施布局。以国际化进度最快的药明生物为例，其在中国、美国、爱尔兰、德国和新加坡拥有超过1万名员工。今年7月，公司宣布计划未来十年内投资14亿美元在新加坡建设一体化CRDMO服务中心，拓展生物药发现、开发和大规模原液及制剂生产的能力和规模，建成后预计将创造1500个研发和生产专业岗位，并将在2026年为公司新增12万升生物制药产能。

八 | 2021年，康龙化成用于内部建设和外延并购的资本开支分别为20.93亿元和14.37亿元。继去年并购Absorption基因细胞疗法和ABL生物制剂业务后，今年1月、7月先后收购英国Cramlington和美国Coventry原料药基地，进一步布局全球小分子生产服务能力。可以预见，未来国内CXO产业仍将曲折成长，但也需要及时安抚投资者情绪。王文华表示，本轮CXO企业股价下跌一定程度上存在市场中投资者的过度反应，国内企业能做的一方面是持续平稳地开展业务，从公司运营角度最小化政策变动可能导致的短期影响；另一方面，在面对投资者相关提问时尽量做到对事实快速且详实澄清，打消投资者的相关疑虑。