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<Research>CMSI: CN Large Model Industry Agent Commercialization Unstoppable; KNOWLEDGE ATLAS, MINIMAX-W Initiated at Overweight
CMSI said that the commercialization flywheel of Agents in China’s large model industry is unstoppable. It initiated coverage on KNOWLEDGE ATLAS (02513.HK) and MINIMAX-W (001...
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<Research>CMSI: CN Large Model Industry Agent Commercialization Unstoppable; KNOWLEDGE ATLAS, MINIMAX-W Initiated at Overweight
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CMSI said that the commercialization flywheel of Agents in China’s large model industry is unstoppable. It initiated coverage on KNOWLEDGE ATLAS (02513.HK)  -50.000 (-4.587%)    Short selling $60.69M; Ratio 5.451%   and MINIMAX-W (00100.HK)  -56.000 (-6.588%)    Short selling $110.22M; Ratio 9.418%   with Overweight ratings. The two companies possess distinct market positioning and competitive moats and are now in an accelerated commercialization phase, while the large model industry is entering an explosive stage of Agent capabilities.

Over the past few years, China’s large model industry underwent rapid development, evolving from conversational AI to multimodal integration, and from enhanced reasoning to improved Agent capabilities, with incessant advancements in model intelligence and technical paradigms. China’s average daily token consumption proliferated from 100 billion in early 2024 to 140 trillion in March, representing more than a 1,000x spike within two years, driven by the exponential growth in calls brought about by continuous Agent deployment.

Related News HSBC Research Cites Experts: TENCENT (00700.HK) and BABA-W (09988.HK) Benefit from Ecosystem Advantages
The report indicated that global competition in large models narrowed to a China-US rivalry. According to Frost & Sullivan, China and the US account for 86% of the global total number of large models. The US maintains leadership in foundational algorithms and chips, but the gap between China’s advanced models and those of the US is swiftly narrowing. The US leads in closed-source models, while China leads in open-source weight models. Competition in China’s large model industry is no longer limited to benchmark performance.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.)

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