This Double 11, a new object appeared in many shoppers' carts - the Token. JD data showed Token-pack sales on its 3C livestream rose 20x in two hours; Tmall set a half-hour record of 2 trillion Tokens sold. The Token boom signals surging application scenarios and call volume as AI enters scaled application.
Omdia: generative-AI adoption among China's Fortune-500 reached 74.6% in H1, hitting 100% in autos and media, 90% in banking and insurance, 51% in manufacturing. CCID forecasts China's agent market to grow over 70% to 13.53 billion yuan in 2026. OpenRouter: Chinese models topped weekly Token calls for 27 straight weeks; 89% of U.S. enterprise open-source-model spend now flows to Chinese models.
The State Council's 'AI+' action opinion and the national data-infrastructure plan are accelerating the shift from discrete model calls to continuous, scaled intelligent task execution.
