CITIC Construction Investment: Optimistic about the domestic computing power and data element industry trends

MarsBitNews · 2026-04-07T00:34:53+00:00

CITIC Securities predicts that by 2025, China's AI acceleration card market will reach 4 million units in shipments, with domestic products accounting for over 40%. Domestic models perform outstandingly, with the top five API call volumes all being domestic models. Alibaba's release of new models will drive increased demand for computing power, and the implementation of a data property registration system will accelerate the development of the data industry.

MarsBitNews

2026-04-07 00:34:53

Abstract generation in progress

Mars Finance news: A research report from CITIC Construction Investment believes that in 2025, the total shipments of China’s AI accelerator card market will be about 4 million units; domestically produced AI accelerator cards will exceed 40% market share, mainly by closing the gap through differentiated approaches such as non-GPU chips. As domestic models accelerate their breakthrough, OpenRouter data shows that among the top five API call volumes from March 30 to April 5, they all were domestic models; in the first quarter of 2026, the price increase for Zhipu’s APIs is as high as 83%, and the situation still shows a shortage. Alibaba has continuously released three major models, which is expected to further boost demand for domestic computing power. A national unified data-asset property rights registration system has been officially implemented, and the data element industry is expected to enter a period of accelerated development.

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