KNOWLEDGE ATLAS (02513) opened more than 5% higher. By the time of writing, the stock was up 5.12%, trading at HK$534, with a turnover of HK$24.6174 million. On the news front, according to information from Dawning Information Industry Co.,Ltd., its SothisAI platform was recently upgraded to fully integrate KNOWLEDGE ATLAS's GLM-5 and Alibaba's Qwen3.5 large models, further simplifying and optimizing the construction and operational processes for enterprise AI platforms. Additionally, "Taichu Yuanqi" has completed in-depth adaptation work for several mainstream domestic open-source large models, including KNOWLEDGE ATLAS's GLM-5.0 and Alibaba's Qwen3.5-397B-A17B. Notably, on February 12, KNOWLEDGE ATLAS announced via its official channels an increase in the subscription price for its GLM Coding Plan, with a hike of "at least 30%". This follows price increases implemented by overseas cloud providers earlier this month. Analysts at Guolian Minsheng Securities indicated that the price increase for KNOWLEDGE ATLAS's GLM Coding Plan reflects a shift in industry pricing logic: as inference consumption becomes a factor of production, model vendors have the opportunity to convert "computing power scarcity" into gross margin and cash flow through tiered pricing and subscription-based products.
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