DeepSeek V4 Flash: Official API launched July 31. Agent capabilities significantly enhanced, benchmarks surpass V4-Pro-Preview across Terminal Bench (82.7), Cybergym (76.7), and DSBench-FullStack (68.7). Natively supports Responses API format, adapted for Codex. V4-Pro official release "soon."
Seedance 2.5: ByteDance's video AI generates 30-second clips per run — double previous length. Ships on Jimeng AI and Doubao Pro, API on Volcengine soon. Upgrades focus on long-form narrative, multimodal reference, and editing.
China multi-dept AI push: NDRC accelerating AI law legislation and "model-chip-cloud-application" chain. MIIT optimizing compute deployment, "millisecond compute" initiative. IP office revising AI patent guidelines for embodied AI and BCI. Energy bureau advancing smart inspection.
CXMT 4T market cap: ChangXin Memory Technologies valuation breaks 4 trillion RMB, driven by AI-driven storage chip demand. HBM prices surging, potential shortage in 2027.
Source: 163.com, china.zjol.com.cn
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