The Number
- Alibaba Cloud holds 46.6% of China's LLM MaaS market in H1 2026, with Zhipu and Volcano Engine at 10.6% and 10.2%, per IDC via 雷峰网.
- GLM-5.3 prices at $0.0699/MTok input on OpenRouter, roughly one-tenth of DeepSeek-Pro's $0.1035 prompt tier, per OpenRouter as of 2026-10-29.
- Qwen3.8-Max lists at 12 yuan per million input tokens on DashScope, flat with the 3.7-Max line, per Alibaba's pricing page as of 2026-10-29.
Top of the Fold
- Tencent previews Hy4's full release at its ecosystem conference, adding vision understanding for the first time and promising a cheaper Hy4 Flash, per 智东西.
- Tencent ships Buddy One, a cross-app layer letting Docs, Meeting, ima and a new 腾讯网盘 share one WorkBuddy agent base and a single points pool, per 智东西.
- Doubao opens third-party models to enterprise clients, first wiring in Kimi 3.1 Pro, GLM 5.3 and DeepSeek V4.1 Flash with no separate vendor procurement, per 雷峰网.
- Li Auto reprices the rebuilt i6 at 240,000 yuan with its self-developed battery chip shipping on-car, per 量子位.
Untranslated
- 超衍智能, led by a 27-year-old Tsinghua professor, open-sources Apex-35B-V1.0, a 35B model built with AI running its own data design, training and analysis, after raising nearly 400M yuan in three months, per 智东西.
- 超衍智能's company-stated benchmarks put Apex-35B at 60.9 on PaperBench and 40.0 on FrontierScience, above GLM-5.3's 42.5 and 30.7, unverified independently, per 智东西.
- Chinese AI circles argue open models were "knocked back to size" after Artificial Analysis's v5 index dropped shipped open weights DeepSeek V4.1 Flash and GLM 5.3 to 14th and 15th, below Claude Haiku 5.5, a named read from 未尽研究 via 虎嗅; the base data is public, so it runs as signal not scoop.
- 蚂蚁's 灵光2.0 wires into DingTalk's CLI, Alipay and dozens of external tools, pushing its agent from chat toward executing real workflows, per 雷峰网.
- 夕小瑶 reports TRAE's new 'TRAE宝' gives developers a two-layer assistant that remembers long-running projects instead of re-briefing each session, a named practitioner read, per 夕小瑶科技说.
The Backstory
- 文远知行's employee No. 001 is back as founder, raising a first round of tens of millions of dollars for autonomous-driving spinout 景烁科技, per 量子位.
The Kicker
- Ex-Xiaomi executive Wang Teng debuts a 1,799-yuan AI sleep ring under new brand ISHO, thanking Lei Jun from the stage and lying down on his own temperature-controlled smart bed to demo it, per 智东西.
