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Weekly AI Applications Watch (July 27, 2026 – August 2, 2026)

Track 1: General-Purpose Consumer AI Applications (C-end Traffic + Ecosystem)

1. Moonshot AI: Kimi K3 officially open-sourced, becoming the world’s largest open-weight model with 2.8 trillion parameters

On July 27, Moonshot AI announced the official open-sourcing of the Kimi K3 model, releasing both the model files and a technical report simultaneously. Kimi K3 has a total parameter count of 2.8 trillion, employs a Mixture-of-Experts (MoE) sparse architecture—activating only 16 out of 896 experts—and natively supports vision understanding with a context window of 1 million tokens. Developers can download the model via the Hugging Face community for local deployment and further development. This model is the world’s first open-weight model to surpass the 3-trillion-parameter threshold.

2. DeepSeek-V4-Flash Official API Enters Public Beta

On July 31, DeepSeek announced in its API documentation release notes that the official version of DeepSeek-V4-Flash has entered public beta testing. According to the Artificial Analysis Intelligence Index, the official Flash version scored 50 points—10 points higher than the April preview version and just 1 point below OpenAI's GPT-5.6 Luna (51 points). In terms of cost, even after OpenAI slashed GPT-5.6 Luna’s pricing by 80%, DeepSeek-V4-Flash still maintains a per-task cost approximately 60% lower than that of GPT-5.6 Luna.

3. ByteDance: Launched Seedance 2.5 video generation model, capable of generating 30-second clips per run

On July 31, ByteDance officially launched its next-generation video generation model, Seedance 2.5. This model can generate high-quality 30-second video clips in a single run, achieving comprehensive upgrades in generation length, multimodal understanding, and editing precision. It is now integrated into ByteDance’s products including Doubao, Jimeng, Kouzi, and Xiaoyunque, with API services set to open soon via Volcano Engine for enterprise users.

[Profiles of Related Leading Enterprises]

Company Name | Core Products | Company Overview

Baidu

ERNIE Bot, ERNIE Bot Platform (Qianfan), AI Search, Autonomous Driving Apollo

Baidu Group Limited, founded in 2000, is the world’s largest Chinese-language search engine provider. The company operates through two segments: Baidu Core and iQIYI. Its core business offers products and services in search, feed-based information delivery, online marketing, cloud computing, and artificial intelligence. In Q1 2026, total revenue reached RMB 32.1 billion, with core AI business revenue amounting to RMB 13.6 billion—a 49% year-over-year increase—and accounting for over 50% of total revenue for the first time.

Tencent

HunYuan Large Model, WeChat AI Assistant, Game AI Creation Tools, Tencent Meeting AI

Tencent Holdings Limited, founded in 1999, is an investment holding company primarily offering value-added services, marketing solutions, and fintech and enterprise services. It operates through four major segments covering online games, Channels (video livestreaming), social advertising, commercial payments, and cloud services. In Q1 2026, Tencent reported revenue of RMB 196.458 billion, up 9.1% year-over-year.

ByteDance

Doubao AI Agent, CapCut AI, Seedance video generation, AI digital human live streaming

Founded in 2012, ByteDance is a globally leading internet technology company. In 2026, the company adopted 'Scaling New Heights' as its annual theme, fully prioritizing its AI strategy and elevating Volcano Engine’s MaaS (Model-as-a-Service) to a core group-level business. Its AI agent Dobby ranks among the top in daily active users in China, while Volcano Engine holds a 49.5% share of China’s public cloud large-model API call market.

DeepSeek

DeepSeek-V4 series large models, DeepSeek-V3.2, DeepSeek-R1, DeepSeek Chat Web/App

DeepSeek was founded in July 2023 and is headquartered in Hangzhou. It is a technology company specializing in large language models and multimodal AI technologies. Its DeepSeek open-source model series is among China’s leading open-source large model families. In June 2026, it completed its first round of financing exceeding RMB 50 billion, achieving a valuation surpassing USD 50 billion, making it one of China’s highest-valued AI ventures.

Track Two: Education AI (Personalized Learning + Efficiency Revolution)

1. Topway Information: Deeply empowering the 2026 'National Training Program' with 'AI × HarmonyOS' to advance industry-education integration in teacher training

On July 29, Topway Information (stock code: 002261) and its subsidiary Kaihong Zhigu deeply participated in the 2026 'National Training Program' Quality Enhancement Initiative, delivering course instruction and enterprise practice study programs from July 16 to 26. On July 31, the National Industry-Education Integration Alliance for Next-Generation Autonomous and Secure Computing Systems, in collaboration with Topway Information and Kaihong Zhigu, simultaneously launched four 'AI × OpenHarmony' hands-on instructor training sessions in Hunan and Anhui provinces, reaching 181 core faculty members from over 50 institutions nationwide. As Huawei’s comprehensive strategic partner in the 'Kunpeng/Ascend AI + OpenHarmony' ecosystem, Topway Information leverages its 'AI × HarmonyOS' industrial chain advantages to build an end-to-end industry-education integration ecosystem covering teaching, practical training, certification, competitions, and employment.

[Profiles of Related Leading Enterprises]

Company Name | Core Products | Company Overview

iFLYTEK

Spark Large Model, iFLYTEK Hear, AI Education Solutions

iFLYTEK Co., Ltd., founded in 1999, focuses on core technology research and development in intelligent speech, natural language understanding, multimodal AI, and general artificial intelligence. The company is committed to 'enabling machines to listen, speak, understand, and think—to build a better world with artificial intelligence.' It has accumulated over a decade of industry expertise in smart education, smart healthcare, smart judiciary, and smart city domains.

Talkweb Information

Kaihong Zhigu AI Education Platform, Intelligent Learning Terminals

Tongwei Information Systems Co., Ltd., established in 1996 and listed in 2008, primarily operates in core businesses including AI, OpenHarmony, cloud-based software services, and domestic intelligent computing. The company has become a comprehensive strategic partner of Huawei across multiple domains, including Kunpeng/Ascend AI/HiSilicon, cloud services, large models, and OpenHarmony.

Yuanfudao

Yuan Programming AI, Zebra AI Class, XiaoYuan Search AI Edition, Dolphin AI Learning

Yuanfudao was founded in 2012 and is China’s first unicorn company in the K-12 online education sector. With a valuation exceeding USD 15.5 billion, it ranks as the world’s top education technology unicorn. Its portfolio includes multiple online education products such as Yuanfudao, Zebra AI Class, XiaoYuan Search, Yuan Programming, and XiaoYuan Smart Learning Tablet.

Zuoyebang

Zuoyebang AI, Miaomiaoji AI, Smart Mistake Notebook

Zuoyebang was founded in 2015 and is the largest K-12 online education platform in China. The company has accumulated over 800 million activated user devices and more than 170 million monthly active users. Driven by a dual-engine strategy of 'technology + education,' it has made deep inroads into learning tools, smart hardware, and intelligent books.

Track Three: Medical AI (Diagnosis + Management Dual Drivers)

1. Shanghai Seventh People's Hospital: Launched the traditional Chinese medicine 'Qiyuan Large Model,' alongside the debut of an AI teaching robot

On July 27, at the 2026 Shanghai 'Jiqun' High-Quality Development Conference on Integrated Traditional Chinese and Western Medicine, Shanghai Seventh People's Hospital officially launched the 'Qiyuan Large Model.' The model deeply embeds the core TCM diagnostic logic of 'principles, methods, prescriptions, and herbs' into its algorithms, employing a tripartite collaborative paradigm of 'pre-training + domain-specific fine-tuning + expert reinforcement learning.' Built upon the Qiyuan Large Model, an AI-powered TCM teaching robot was also unveiled. This robot integrates the full TCM teaching workflow—learning, practicing, and assessment—and features three core capabilities: intelligent Q&A, intelligent instruction, and intelligent evaluation. The model is already being piloted in select departments of the Seventh People's Hospital and its affiliated support hospitals.

2. Alibaba: Launched Qwen-Audio-3.0-ASR-Flash, achieving over 95% accuracy in recognizing medical terminology

On July 31, Alibaba officially released its next-generation speech recognition large model, Qwen-Audio-3.0-ASR-Flash. The new model achieves a recognition accuracy of 95.36% in medical scenarios and 93.24% in industrial settings. It has compiled a high-quality, multi-industry vocabulary database by extracting specialized terms from fields such as healthcare, programming, and stock trading. Additionally, the model features speech polishing capabilities, enabling direct conversion of spoken content into structured text. The model is now available for invocation via Alibaba Cloud's Bailian platform.

[Profiles of Related Leading Enterprises]

Company Name | Core Products | Company Overview

Weining Health

WiNEX Copilot, AI-powered Medical Diagnostic Assistance System, WiNGPT Large Language Model

Winning Health Technology Group Co., Ltd. was founded in 1994 and is headquartered in Shanghai. The company specializes in providing comprehensive IT solutions for the healthcare industry, with business operations spanning smart hospitals, regional health intelligence, and Internet-plus healthcare services.

B-soft

AI-based Critical Patient Tracking System (APTS), Smart Healthcare Assistant (MedCopilot), HI-HIS Platform

Veehealth Technology Co., Ltd. was founded in 1997 and is headquartered in Hangzhou. Guided by its mission 'Creating Intelligent Healthcare, Serving Health Initiatives,' the company specializes in the development and construction of healthcare information systems. Its product portfolio spans smart healthcare, public health, medical insurance, wellness, and elderly care scenarios.

Infervision

AI-assisted Chest CT Diagnosis, Lung Cancer Early Screening System, Long Dianjing AI-guided Biopsy Navigation Device

Infervision Medical Technology Co., Ltd. was founded in 2016 and focuses exclusively on AI-powered healthcare solutions. The company pursues a 'horizontal-plus-vertical' and internationalization strategy, covering critical diseases across multiple anatomical areas including lungs, cardiovascular and cerebrovascular systems, breasts, and musculoskeletal joints. Its AI-assisted diagnostic system is deployed in over 3,000 hospitals.

Airdoc Technology

AI-based retinal diagnostic system and chronic disease management platform

Beijing Airdoc Technology Co., Ltd. is a company listed on the Hong Kong Stock Exchange, specializing in providing AI-powered retinal imaging solutions for early detection, diagnosis, and health risk assessment. Its products include AI software for retinal diagnostics, health risk assessment systems, and accompanying smart hardware.

Track Four: AI in Financial Technology (with deep data moats)

1. JiuFang ZhiTou: Launched the next-generation JiuFang AI Stock Machine 'ZhiHang Edition'

On July 31, Jiu Fang Zhi Tou unveiled its next-generation AI-powered stock terminal 'Zhi Hang Edition.' The new product offers six core features—AI-driven stock selection, AI-powered stock diagnostics, AI monitoring, and more—to deliver an all-in-one intelligent investment and investor education tool, marking the practical application of AI agent technology in securities investment advisory. Built on a smart hardware platform, it integrates Jiu Fang's proprietary large language model and multi-agent architecture, and includes two key timing tools: 'Pre-Market Treasure' and 'Post-Market Treasure.' Jiu Fang Zhi Tou forecasts that over the next three to five years, financial AI will evolve from today’s intelligent assistant phase toward a new era of true intelligent automation.

2. Bank of Ningbo: 'Apo' Large Model Completes Internal Testing with 5,000 Employees; Nine AI Agents Poised for Launch

On July 28, according to market sources, Bank of Ningbo’s 'Apo' large model project has completed internal employee testing, involving over 5,000 staff across front, middle, and back-office departments. Positioned as an AI-powered financial assistant for both employees and clients, the model has been supported by nine related tender announcements issued by Bank of Ningbo and its subsidiaries since September 2025, covering the entire corporate banking workflow—including alert agents, due diligence agents, financial large-model AI audit agents, and corporate mobile banking agents. Bank of Ningbo explicitly stated its ambition to 'build leading AI agents in finance, serve clients across the entire market, and become the Doudou of the financial industry.'

[Profiles of Related Leading Enterprises]

Company Name | Core Products | Company Overview

Newland

Payment large language model, Xingyi AI Agent Development Platform, Luban Super AI Agent

Newland Digital Technology Co., Ltd. primarily engages in digital payment terminals, merchant integrated services, and IT-enabled solutions. In May 2026, the company launched 'Luban,' an industry-first super AI agent. It has actively deepened collaborations with large models such as Qwen, Doubao, and DeepSeek, focusing on the commercialization of AI-driven marketing products.

THS

Tonghuashun AI, intelligent robo-advisory, quantitative trading systems, Wentai large language model

Zhejiang Hexin Tonghuashun Network Information Co., Ltd., founded in 2001, was China’s first listed internet financial information services company. It provides institutional clients with AI software products and financial data services, while offering individual investors AI-driven financial news and investment analysis tools.

Ant Group

Financial large language model, intelligent risk control, intelligent robo-advisory, Agentar Financial AI Agent

Ant Group is the parent company of Alipay, the mobile payment platform, and a globally leading open fintech platform. The company has built three strategic pillars—payments, finance, and health—on an AI foundation. In June 2026, Ant Digital Technologies launched Agentar, a financial AI agent expert ensemble covering core financial operations including wealth management, risk control, and marketing.

Youlian Cloud

"Kirin" large language model for the financial sector; GEOPlus: Financial GEO solution

Youlian Cloud specializes in 'AI + Finance.' Its Kirin AI large model delivers large-model and AI agent application solutions to enterprise clients—including mutual funds, brokerages, and listed companies—enabling mass production of news articles, posters, and short videos via AI agents. It provides end-to-end, ultra-fast connectivity between target platforms and investors, deploying AI applications across multiple business scenarios such as marketing, reputation and sentiment management, intelligent decision-making, SEO, GEO, and investor relations management (IRM), significantly enhancing client performance, quality, cost-efficiency, and productivity.

Disclaimer: The content and data above do not reflect the views of YouLianYun and do not constitute investment advice. Any actions taken based on this information are at the reader’s own risk.

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