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On September 3, Tmall officially launched the AI Space Station. Users can directly purchase subscription products for many leading models. Entering the page, you can see that the products on sale include token plans with periodic subscriptions, coding plans, and pay-as-you-go recharge plans, which support two delivery methods: card password or direct charge. It is worth mentioning that in addition to Alibaba Cloud's subscription service, the products on sale also include subscription services from leading domestic model manufacturers such as Smart Spectrum, Kimi, and MiniMax. Among them, the Zhipu flagship store was officially settled in. Some netizens were impressed. Since then, “you can buy tokens just like charging a phone bill.” However, for a long time, most domestic Internet users have formed a perception that basic services are free of charge, which also makes it impossible for large domestic models to simply replicate the high-priced subscription models of overseas giants. At this stage, the free quota for large domestic models has covered most lightweight users, and C-side payment motivations are still being cultivated. In this context, large model makers are piling up to launch e-commerce platforms. Although there are opinions that the signal is more meaningful than adding a new sales channel, at the actual market level, it is more like an attempt by the industry to break the game under the bottleneck of C-side commercialization. Under the multiple pressures of commercialization, traffic, and loss, large independent model companies sell subscriptions, and are even more anxious.

Zhitongcaijing·09/04/2026 09:33:18
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On September 3, Tmall officially launched the AI Space Station. Users can directly purchase subscription products for many leading models. Entering the page, you can see that the products on sale include token plans with periodic subscriptions, coding plans, and pay-as-you-go recharge plans, which support two delivery methods: card password or direct charge. It is worth mentioning that in addition to Alibaba Cloud's subscription service, the products on sale also include subscription services from leading domestic model manufacturers such as Smart Spectrum, Kimi, and MiniMax. Among them, the Zhipu flagship store was officially settled in. Some netizens were impressed. Since then, “you can buy tokens just like charging a phone bill.” However, for a long time, most domestic Internet users have formed a perception that basic services are free of charge, which also makes it impossible for large domestic models to simply replicate the high-priced subscription models of overseas giants. At this stage, the free quota for large domestic models has covered most lightweight users, and C-side payment motivations are still being cultivated. In this context, large model makers are piling up to launch e-commerce platforms. Although there are opinions that the signal is more meaningful than adding a new sales channel, at the actual market level, it is more like an attempt by the industry to break the game under the bottleneck of C-side commercialization. Under the multiple pressures of commercialization, traffic, and loss, large independent model companies sell subscriptions, and are even more anxious.