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专利出海交易爆发，中国创新药成为“全球合伙人”_我的网站

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一 |

Conceptual diagram of AI Photo: VCG
Chinese artificial intelligence (AI) technology companies are gaining a growing foothold among international users, with their models topping rankings on some leading industry platforms, ahead of their US counterparts.
Chinese AI companies, with their open-source strategies and cost effectiveness, are gaining growing adoption among overseas developers despite the continued US restrictions on China's access to advanced chips and AI technologies, a Chinese veteran industry analyst said, noting that global AI competition should be about innovation capabilities and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers.
The latest weekly large-language model (LLM) rankings from AI model aggregation platform OpenRouter showed that models developed by Chinese companies swept the top four spots and took six of the top 10, the Global Times noted on the platform on Tuesday. DeepSeek V4 Flash 0731 topped the ranking with 9.39 trillion tokens in usage, followed closely by Tencent's Hy3 with 8.94 trillion.
From August 3 to Sunday, Chinese AI models recorded 34.25 trillion tokens in usage, up 21.76 percent from the previous week, while US AI models, although up 109.36 percent, only recorded 9.17 trillion tokens, about three times less than that of Chinese models.
Another DeepSeek model, V4 Flash 0423, came in third, followed by Xiaomi's MiMo-V2.5 in fourth place. Zhipu AI's GLM 5.2 and DeepSeek V4 Pro also made the top 10.
Notably, usage of the top-ranked DeepSeek V4 Flash 0731 surged 302 percent over the week. The rankings are based on actual model usage on OpenRouter, highlighting the growing adoption of Chinese AI models among global developers and their strong presence on the platform, Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, told the Global Times on Tuesday.
Meanwhile, the latest trending rankings on Hugging Face, the world's largest open-source AI community, also highlighted the growing influence of Chinese AI models among global developers. As of Tuesday, four of the top five models on the platform's Trending Models list were linked to Chinese AI companies, with MiniMax's newly released full modality model MiniMax H3 topping the ranking.
One key reason Chinese AI models are gaining popularity is their combination of strong performance, lower costs and greater openness, Chinese experts said.
"Companies such as DeepSeek, MiniMax and Zhipu AI have released open-weight models that developers can download, customize and use to build their own applications. Many Chinese models also come with relatively low API and inference costs, making them more affordable for start-ups and smaller businesses," Xiang said.
According to UBS estimates cited by media reports, leading Chinese AI models cost about one-tenth as much to train as comparable overseas models, while their API prices are typically only 10 percent to 20 percent of those of foreign alternatives.
"China's strong industrial foundation in power supply, computing infrastructure and data center development also provides solid support for the large-scale deployment of AI," said Xiang.
In contrast to many large US AI companies that primarily offer their flagship models through closed platforms and application programming interfaces, China's are gaining traction among global developers with its open model approach, Ma Jihua, a veteran industry analyst, told the Global Times on Tuesday.
The open model approach allows a much broader range of developers, including smaller players, to participate in AI development rather than leaving advanced AI capabilities concentrated in the hands of a few large companies, said Ma. As more developers build on these models, they can create new tools and applications, further expanding the ecosystem around Chinese AI models, Ma added.
China's recently released Action Plan for Global AI Governance explicitly encourages the joint development of international open-source AI communities, greater international exchanges and cooperation among open-source communities, and the sharing of general purpose large models, foundational algorithms and software tools.
Recently, the US government has ramped up its unilateral moves targeting China's AI-related sector, including a plan to ban cutting-edge Chinese AI models, US media outlets have reported.
The growing influence of Chinese AI models shows that technological blockades cannot hold back innovation and industrial development, Ma said, noting that such restrictions could instead backfire by raising costs for US companies and limiting their access to competitive technologies and global AI cooperation.
Chinese AI models are already seeing growing adoption among US businesses. Chinese AI models now consistently account for more than 30 percent of weekly token usage by US companies, with the share peaking at 46 percent, the People's Daily reported, citing data from a third party industry platform.
The US should view the development of China's AI industry objectively, and avoid politicizing or overstretching the concept of national security in normal technological and industrial competition, Ma said.
"After all, global AI competition should ultimately be about innovation and the ability to build attractive ecosystems, rather than about who can erect higher technological barriers," Ma noted.
。　　国内创新药审批又有新进展。8月17日至23日，共有34款1类创新药首次在中国获批临床试验默示许可。还有一组更亮眼的数据：今年上半年，中国创新药对外授权共达成81笔合作，交易总额约1100亿美元，已经达到2025年全年总额的80%，再创历史同期新高。　　业内专家表示，这背后更重要的是中国创新药企角色的根本性转变。从过去的“原料供应商”，升级为与跨国药企平等对话、利益共享的“全球合伙人”。　　上半年科创板创新药企业绩亮眼　　创新药因研发难度大、附加值高，被誉为医药产业“皇冠上的明珠”。2026年上半年，科创板创新药企交出了漂亮“成绩单”。

二 | 　　诺诚健华报告显示，上半年营收同比增长55.5%，达到11.4亿元，净利润2.4亿元，同比扭亏为盈。

三 | 泽璟制药也交出上市以来首份盈利半年报，百济神州则交出史上最优半年度成绩单。

四 | 　　苏商银行特约研究员武泽伟分析，科创板创新药企业已经开始进入盈利兑现期。创新药行业的商业化能力修复，海外权益合作持续落地，有效补充企业的运营现金流。国内审评与支付机制不断优化，缩短新药的上市周期，拓宽产品收入边界。依托完整的产业链红利，国内的生物医药配套体系日趋成熟，研发服务企业持续承接海内外订单，充分分享全球研发投入回暖带来的业务增量。　　中国创新药对外授权交易额屡创新高　　中国创新药获得全球市场的认可。2025年全年，中国药企的对外授权潜在交易总金额高达1356.55亿美元，是2024年的两倍多，一举登顶全球首位。今年上半年，中国创新药对外授权交易总额约1100亿美元，达到了去年全年总额的八成，再创历史新高。　　国家药监局药品注册管理司副司长蓝恭涛介绍，中国在研新药数量约占全球30%，位列全球第二。中国医药产业创新效率居世界前列。　　蓝恭涛说，2025年我国批准的11个新靶点、新机制药品中，4个是国产创新药，占比不到一半。今年上半年，我国批准的11个新靶点、新机制药品全都是自主研发的国产创新药。　　中国药企正从“跟跑者”转变为“合作者” 　　中国创新药实现了从“卖产品”到“卖技术”的跨越，中国创新药企业正在以“全球合作伙伴”的身份，与跨国药企联合开发、共享收益。　　武泽伟说，未来，行业会逐步脱离同质化跟随研发，转向全新靶点与全新机制的源头创新。出海模式也从早期对外授权，过渡到自主完成海外申报与全球商业化运营。产业从产品出海升级为技术平台与研发体系的对外输出，整体国际竞争力稳步增强。　　国家医保局近日发布《全民医疗保障“十五五”规划》，明确支持创新药纳入医保、推动商保创新药目录，释放强烈利好信号。　　中国医药创新促进会首席专家宋瑞霖说，中国的创新药现在正处在一个历史性的崛起阶段，我们经历了从“跟跑”到“并跑”，现在正处于部分领域“领跑”的阶段。