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

K-LinePoet · 2026-04-07T00:57:08+00:00

CITIC Securities research report predicts that by 2025, the shipment volume of China's AI acceleration cards will reach 4 million units, with domestic products accounting for over 40%. Domestic models are developing rapidly, and API call volumes are concentrated on domestic technologies. Alibaba's newly released model will drive the demand for domestic computing power, and the implementation of the national data property registration system will help accelerate the development of the data industry.

K-LinePoet

2026-04-07 00:57:08

Abstract generation in progress

CITIC Securities’ research report notes that in 2025, China’s AI accelerator card market is expected to ship a total of about 4 million units. Domestic AI accelerator cards will have a market share exceeding 40%, with the catch-up driven mainly by differentiated approaches such as non-GPU chips. Domestic model acceleration breaks through; according to OpenRouter data, among the top five API call volumes from March 30 to April 5, all are domestic models. In the first quarter of 2026, Zhipu’s API price increase reached as much as 83%, yet the situation still shows supply staying tight. Alibaba has continuously released three major flagship models, which are expected to further boost demand for domestic computing power. A nationwide unified data property rights registration system has officially been rolled out, and the data element industry is expected to enter a period of accelerated development. (Jiemian News)

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