Delong Huineng with 3 Consecutive Limit-Ups: Controlling Shareholder and Actual Controller Have No Plans to Inject Assets 3连板德龙汇能：控股股东、实控人不存在向公司注入资产计划

Summary

DeepSeek Rises to No. 1 in Global AI Model API Calls, Significantly Strengthening the International Competitiveness of Domestic Large Models
Tech Giants Including Alibaba, ByteDance, and Tencent Accelerate Layout in AI Office Sector, Industry Competition Enters a Fierce Stage
Another Major Domestic Model Open-Sourced with World-Leading Audio-Video Editing Capabilities, Achieving Compatibility with 16 Chips and Platforms on Day One
Doubao Input Method Enters Voice Interaction Field, Directly Competing with Traditional Voice Companies Like iFlytek
New A-Share Accounts in July 2026 Reach 2.6554 Million, Down 7.3% Month-on-Month, Market Activity Shows Some Decline

Deep Analysis

TL;DR

• DeepSeek rises to No. 1 in global AI model API calls, significantly strengthening the international competitiveness of domestic large models
• Tech giants including Alibaba, ByteDance, and Tencent accelerate their layout in the AI office sector, with industry competition entering a fierce stage
• Another major domestic model is open-sourced with world-leading audio-video editing capabilities, achieving compatibility with 16 chips and platforms on day one
• Doubao Input Method enters the voice interaction field, posing direct competitive pressure on traditional voice companies like iFlytek
• New A-share accounts in July 2026 reach 2.6554 million, down 7.3% month-on-month, with market activity showing some decline

Why It's Worth Reading

This article compiles key developments in the current AI landscape, covering international breakthroughs by domestic large models, AI office layouts by tech giants, open-source model ecosystem progress, and competition in the voice interaction sector, providing multi-dimensional industry insights for AI practitioners and investors.

Technical Analysis

• DeepSeek's API call volume surging to first place globally marks that domestic large models have achieved international competitiveness in both technical performance and cost control, posing a substantive challenge to overseas vendors like OpenAI.
• Alibaba, ByteDance, and Tencent are all increasing investments in AI office solutions, reshaping enterprise-level application scenarios such as document processing and collaborative communication by integrating large model capabilities, driving AI penetration from consumer to industrial sectors.
• Domestic open-source models have achieved global leadership in the audio-video editing field and completed compatibility with 16 chips and platforms on day one, reflecting the rapid maturation of China's AI ecosystem in hardware compatibility and developer support.
• Doubao Input Method enters the voice interaction space as a key entry point, aiming to build differentiated competitiveness in areas traditionally dominated by companies like iFlytek, promoting the broader consumer-level adoption of voice technology.

Industry Insights

• Domestic large models are transitioning from "catchers-up" to "leaders," with the trend toward technological self-reliance accelerating. It is recommended to focus on enterprises with core algorithm capabilities and open-source ecosystem layouts.
• AI office has become a must-contest battleground for tech giants. Future enterprise AI applications will face intense competition centered on efficiency improvement and workflow restructuring. Entrepreneurs can focus on vertical scenarios to find differentiated opportunities.
• Competition in the voice interaction sector is intensifying. The entry of internet products like Doubao will drive technology普及 and cost reduction. Traditional voice companies need to accelerate innovation to maintain their competitive edge.

TL;DR

• DeepSeek升至全球AI模型调用量第一，国产大模型国际竞争力显著增强
• 阿里、字节、腾讯等科技巨头加速布局AI办公赛道，行业竞争进入白热化阶段
• 又一国产模型重磅开源，有声视频编辑能力全球第一，首日即获16家芯片及平台适配
• 豆包输入法切入语音交互领域，对科大讯飞等传统语音厂商形成直接竞争压力
• 2026年7月A股新开户265.54万户，环比下降7.3%，市场活跃度有所回落

为什么值得看

本文汇集了当前AI领域的重要动态，涵盖国产大模型国际突破、科技巨头AI办公布局、开源模型生态进展及语音交互赛道竞争，为AI从业者和投资者提供了多维度的行业洞察。

技术解析

• DeepSeek调用量跃居全球第一，标志着国产大模型在技术性能和成本控制上已具备国际竞争力，对OpenAI等海外厂商形成实质性挑战。
• 阿里、字节、腾讯纷纷加码AI办公，通过集成大模型能力重塑文档处理、协作沟通等企业级应用场景，推动AI从消费端向产业端渗透。
• 国产开源模型在有声视频编辑领域实现全球领先，且首日即完成16家芯片及平台适配，反映出国产AI生态在硬件兼容性和开发者支持上的快速成熟。
• 豆包输入法以语音交互为切入点，试图在科大讯飞等传统语音厂商占据优势的领域建立差异化竞争力，推动语音技术向更普惠的消费级应用落地。

行业启示

• 国产大模型正从"追赶者"向"引领者"转变，技术自主可控趋势加速，建议关注具备核心算法能力和开源生态布局的企业。
• AI办公成为科技巨头必争之地，未来企业级AI应用将围绕效率提升和工作流重构展开激烈竞争，创业者可聚焦垂直场景寻找差异化机会。
• 语音交互赛道竞争加剧，豆包等互联网产品入局将推动技术普及和成本下降，传统语音厂商需加速创新以维持竞争优势。