The rapid development of large-scale AI models in recent years has led to a price war, intensifying market competition. DataBao's latest statistics indicate this downward price trend will continue into 2025. Recently, companies like ByteDance and Alibaba Cloud have announced price reductions for their AI models, attracting significant industry attention.
For example, ByteDance's Doubao large model announced a price cut in December, reducing its visual understanding model to ¥0.003 per thousand tokens—an 85% decrease compared to the industry average. Similarly, Alibaba Cloud implemented substantial price reductions at the end of the year, with its Tongyi Qianwen visual understanding model prices dropping by over 80%, reaching a low of ¥0.0015 per thousand tokens. Tencent, iFlytek, and Zhipu AI have also announced price cuts for their model APIs, further fueling price competition.
Image Source Note: Image generated by AI, licensed by Midjourney.
In the A-share market, stocks related to large language models have also attracted significant investment. Data shows that 69 related companies have recently seen increased attention, with their stock prices generally rising. Shoudu Online's stock price increased by 13.71%, while Digital Zhengtong, Wo Ai Wo Jia, and Bos Software all saw increases exceeding 5%. Leveraged funds have net purchased ¥9.002 billion of these large model concept stocks this month, with 31 stocks, including China Unicom, Inspur, and Runhe Software, seeing net purchases exceeding ¥100 million.
However, after a period of growth, some large model concept stocks have begun to pull back. Statistics show that 22 stocks have fallen more than 10% from their year-to-date highs, including larger companies like 360 Security, Kingsoft Office, and UFIDA. This indicates that while the large model market is developing positively, investors should remain cautious and monitor market trends.
As AI large model technology matures and market competition intensifies, how companies maintain a competitive edge will be a key focus in the future.
