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  来源:国际金融报

  DeepSeek冲击下,AI明星公司“大模型六小龙”逐渐走向分化。其中,将2025年定为“开源年”的智谱率先启动IPO筹备工作。

  中国证监会监督管理委员会官网显示,智谱是由清华大学计算机系技术成果转化而来的公司,成立于2019年,并于2020年开始专注于大模型算法研究。作为国内最早研发AI大模型预训练的企业之一,智谱合作研发了中英双语千亿级超大规模预训练模型GLM-130B,并基于此推出对话模型ChatGLM,开源单卡版模型ChatGLM-6B。同时,团队还打造了AIGC模型及产品矩阵,包括AI提效助手智谱清言、高效率代码模型CodeGeeX、多模态理解模型CogVLM和文生图模型CogView等。

  今年3月,智谱完成股份制改造,北京智谱华章科技有限公司发生工商变更,企业名称变更为北京智谱华章科技股份有限公司。

  此次智谱辅导协议签署时间为2025年3月31日,辅导前期准备工作于2025年4月启动,2025年8月到2025年10月进入辅导期第二阶段,有望成为第一家上市的AI大模型创业公司。

  一个月内连获三地国资战略投资

  近年来,“大模型六小龙”(智谱、MiniMax、月之暗面、百川智能、零一万物和阶跃星辰)作为AI界的明星公司被广泛关注,其中智谱AI的业务覆盖智能汽车、制造、大消费、金融、政务服务、医疗健康、游戏娱乐、文化旅游等行业,公司此前曾披露,2024年商业化收入同比取得100%以上的增长。

  随着业务在全国各地扩张,智谱也吸引了多个地方国资的战略投资。仅今年3月,智谱就宣布了三条战略投资相关信息。3月19日,成都高新区宣布3亿元战略投资智谱,合作打造四川省基座大模型“智谱诸葛大模型”,同步建设大模型训练中心、研发中心及西部赋能平台三位一体的AI基础设施;3月13日,珠海华发集团宣布5亿元战略投资智谱,以推进智谱基座GLM大模型的技术创新与生态发展;3月3日,智谱宣布完成一笔金额超10亿元的战略融资,参与投资方包括杭州城投产业基金、上城资本等,旨在推动智谱国产基座GLM大模型的技术创新和生态发展。

  得益于此,智谱一个月内共获融资18亿元。而在此之前,智谱已经完成了十多轮融资,投资方中除了地方资本外,还包括美团、阿里、腾讯、小米在内的多家互联网巨头。

  企查查官网显示,从2019年至今,智谱相关创投融资信息共有18条,其中在近半年之内就完成了超48亿元融资。2019年6月天使轮融资时,智谱估值还仅为3亿元,2024年7月其估值就已经达到200亿元。

  蔡淑敏摄

  创始人系清华教授

  随着智谱正式启动A股上市,其股权结构也首次被披露。根据上市辅导备案报告,智谱公司无控股股东,实际控制人为唐杰、刘德兵。

  “唐杰直接持有北京智谱华章科技股份有限公司(下称“智谱华章”)7.4081%股权。刘德兵直接持有智谱华章0.2554%股权,并通过持股平台合计控制智谱华章17.3966%表决权。唐杰、刘德兵通过一致行动人李涓子、许斌、张鹏、宁波慧惠企业管理合伙企业(有限合伙)合计持有智谱华章12.1600%表决权。综上,唐杰、刘德兵合计控制智谱华章36.9647%表决权,系智谱华章实际控制人。”

  智谱作为清华技术成果转化而来的公司,其高管团队也均来自清华系。其中,唐杰是智谱首席科学家、创始人,也被认为是智谱的灵魂人物,同时是清华大学计算机科学与技术系教授。“大模型六小龙”中,月之暗面的创始人杨植麟便是唐杰的学生。

  智谱的法定代表人刘德兵是公司董事长,曾任清华数据科学研究院科技大数据研究中心副主任。智谱总裁王绍兰是清华大学创新领军工程博士。智谱CEO张鹏因为多次在公开场合发表演讲和接受采访,更为外界所熟知,张鹏本人也毕业于清华大学计算机科学与技术系,是清华大学2018创新领军工程博士。

  另外,上述持股人员中,李涓子、许斌分别是清华大学计算机科学与技术系的教授和研究员。

  2025年,AI智能体(Agent)爆火,今年被认为是AIAgent的爆发之年,预示着AI应用将迎来大规模爆发。今年3月底,智谱宣布推出全新的AutoGLM沉思模型,号称是全球首个集深度研究与实际操作能力于一体的Agent,让机器不仅能够思考,还能主动行动,实现“边想边干”的目标。

  智谱此前曾表示,“2025年将是智谱的开源年”。4月15日,智谱宣布将开源32B/9B系列GLM模型,涵盖基座、推理、沉思模型,均遵循MIT许可协议。该系列模型现已通过全新平台Z.ai免费开放体验,并已同步上线智谱MaaS平台。其中,推理模型GLM-Z1-32B-0414实测推理速度可达200Tokens/秒,是目前国内速度最快的商业模型,其价格仅为DeepSeek-R1的1/30。

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