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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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A股在8月24日分化明显,贵金属、煤炭、保险、银行等板块涨幅靠前,湖南白银、上海能源、大有能源、美锦能源等个股涨停。

二 | 也让红利策略的“再平衡价值”再次成为市场讨论的焦点。 2026年下半年以来,随着科技板块的持续回调,市场风险偏好回落,部分资金从热门成长资产流向防御性的高股息资产。以中证红利指数为例,该指数7月以来上涨12.56%,而同期沪深300指数下跌8.36%,创业板指下跌20.97%,科创50指数下跌27.43%。 具体看行业板块,这样的分化也十分明显。东方财富Choice数据显示,7月以来,煤炭是涨幅最大的行业,上涨了22.29%。大有能源、平煤股份、兰花科创是煤炭板块涨幅前三个股,7月以来分别上涨38%、37.06%和36.7%。石油石化、银行、农林牧渔等板块,7月以来也涨幅靠前。 相反,7月以来电子、建筑材料(受电子布概念大跌拖累)、通信成为跌幅最大的三个行业,分别下跌了30.4%、26.33%和26.15%。 中信证券研报表示,2026年上半年中证红利指数一度回撤超15%,下半年大概率会出现估值修复上行行情。当下股息率与十年期国债利率差值达3.5%左右,红利资产已进入“击球区”。 中金公司则表示,低利率+债市波动率下降背景下,险资、银行理财等中长线资金配置权益动力增强,红利资产“替债”属性凸显。红利风格分母端支持因素已反映较充分,分子端稳定性(分红力度、分红预期)将成为未来选股重点逻辑。 需要指出的是,虽然红利资产近期表现优异,但在不少机构看来,2026年A股风格或更趋于均衡,而不是“非此即彼”的选择。有投资人士表示,即使当下红利风格确定性较大,但仍偏向结构性及阶段性机会。

三 | 至于红利能不能走远,也得看相关行业基本面的边际变化。

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(文章来源:东方财富研究中心)。
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