According to the CITIC Securities Research Report, the AIGC creation platform is one of the fastest commercialized native AI application tracks. According to a late report, Speech Technology's ARR reached 300 million US dollars in May 2026, and the popularity of the circuit continues to rise. The core focus of the market is on three points: the incremental value of the platform based on model aggregation; long-term competitiveness and risk of being engulfed by model manufacturers; and the bargaining power of the industrial chain and the potential to increase profit margins. CITIC Securities believes that the track has a market space of 100 billion US dollars. The core value of the platform is to align model supply with creators' intentions. The core relies on two major grippers: model-neutral scheduling and routing and in-depth product engineering capabilities. Currently, model manufacturers focus on iterating model capabilities, and the AIGC creation platform relies on lightweight organizations to rapidly iterate, seize first-mover advantage, and build long-term barriers with Harness data flywheels. In the long run, with the decline in API procurement costs, the increase in pricing capacity, the increase in the share of corporate business, and the implementation of self-developed proprietary models, the platform's gross margin has room to rise. Recommended attention: Native AIGC creation platform; Internet company.

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