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美团发布LongCat-2.0 训练、推理全程“国产化” 性能接近Claude Opus 4.6

姜琪 2026-06-30 11:07
姜琪 2026/06/30 11:07

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本次美团发布的LongCat-2.0是业内首个全程依靠国产算力完成训练、推理的万亿参数大模型,性能处于国产大模型顶尖水平,普通用户和开发者可关注这些核心干货。

1. 核心参数与性能:模型采用MoE架构,总参数达1.6万亿,单个Token激活参数约480亿,原生支持百万字级超长上下文输入,适配多个主流开发工具,在编程任务上表现突出。

2. 市场表现:此前推出的预览版匿名上线全球大模型API路由平台OpenRouter后,截至6月底总调用量跻身全球前三,多个Agent场景调用量排名全球前列,是最受全球开发者欢迎的免费模型之一,性能接近Claude Opus 4.6。

3. 后续福利:官方宣布近期将开源Infra框架、推理引擎、模型参数等核心技术,全球开发者均可免费获取使用。

美团本次发布全国产顶尖大模型,给品牌商带来了产业趋势判断和业务布局的相关参考干货。

1. 技术成本优势:LongCat-2.0训练推理成本低于全球其他同级别万亿参数大模型,后续核心技术开源后,品牌商可以低成本基于该模型开发自身的智能营销、用户客服、内容生成工具,降低数字化转型的技术投入。

2. 平台业务机会:美团作为国内头部本地生活服务平台,自研大模型落地后,必然会推出更多智能化商家运营工具,优化用户匹配效率,品牌商可提前关注后续开放计划,抓住新的运营增长机会。

3. 供应链风险降低:全流程国产大模型的落地验证了国产AI供应链的成熟度,品牌商布局数字化可以选择国产方案,降低海外技术变动带来的风险。

美团LongCat-2.0的发布,给各类线上线下卖家带来了新的技术机会与风险提示,核心干货如下。

1. 低成本技术机会:该模型训练推理成本低于全球同级别大模型,后续核心技术会全面开源,卖家可以低成本基于该模型搭建智能客服、商品文案生成、用户需求分析等运营工具,降低日常运营的技术投入成本。

2. 平台增长机会:美团作为国内核心本地生活交易平台,自研大模型落地后,必然会升级平台的流量分发、商家运营体系,卖家可提前跟进相关动态,抢先适配新规则,抓住新一波流量增长红利。

3. 风险规避:全国产大模型的成熟,让卖家部署智能化工具不需要依赖海外技术服务,可以规避海外技术政策变动带来的服务中断风险,安全性更有保障。

美团LongCat-2.0的发布,给工厂推进数字化转型、挖掘商业机会带来了诸多启示,核心干货如下。

1. 国产化转型可行性:该大模型全程采用国产算力完成训练,峰值用到超过5万张国产算力卡,攻克了万卡级容错、算力提升等核心难题,验证了国产算力可以支撑大规模智能化研发,工厂推进数字化转型可以选择国产化方案,成本更低,风险更小。

2. 生产设计升级机会:大模型支持百万字超长上下文,编码和算力优化能力突出,核心技术开源后,工厂可以基于该模型开发工业图纸分析、生产流程优化、产品需求处理等智能化工具,提升生产设计效率。

3. 合作模式参考:美团和国产算力厂商采用的模芯协同研发模式,给工厂和技术方合作推进智能化改造提供了可复制的样本,工厂可以借鉴这种深度协同模式解决转型痛点。

LongCat-2.0的发布给AI相关服务商指明了行业发展方向,带来了新的业务机会,核心干货如下。

1. 行业发展趋势:当前国产大模型已经能够实现万亿参数规模全流程国产化研发,性能接近全球顶尖水平,且成本更低,国产化替代已经成为大模型行业明确的发展方向,服务商可提前布局国产大模型落地服务,抢占赛道先机。

2. 客户痛点匹配:很多企业客户既有大模型应用需求,又面临成本高、依赖海外技术风险大的痛点,LongCat-2.0刚好解决这些问题,服务商可基于即将开源的核心技术,给客户定制私有化大模型落地方案,拓展新业务。

3. 技术研发参考:该模型推出了业界首创的零计算专家机制等多项原创技术,能够实现动态算力分配,服务商可以借鉴相关技术优化自身大模型服务的性能,降低服务成本。

美团LongCat-2.0的发布给各类AI平台、科技平台带来了运营和生态建设的参考,核心干货如下。

1. 用户需求方向:从预览版的表现来看,高性能、高性价比的国产大模型深受全球开发者欢迎,预览版上线不到两个月总调用量就跻身全球前三,说明引入这类模型可以给平台带来大量开发者流量,AI平台可以针对性丰富国产大模型供给,吸引用户。

2. 研发模式参考:美团和国产算力厂商采用模芯协同研发模式,一步步攻克大规模训练的核心难题,验证了国产产业链协同研发大模型的可行性,平台布局大规模大模型研发可以借鉴该模式,降低研发风险。

3. 生态建设机会:LongCat-2.0近期会开源核心技术,各大AI开发平台可以提前对接相关资源,引入模型吸引开发者入驻,还可以开发配套的工具服务,完善平台生态,获得新的增长点。

美团LongCat-2.0的发布给大模型产业研究提供了新的样本,涌现了很多值得研究的新动向,核心干货如下。

1. 产业新动向:这是业内首个全程依靠国产算力完成训练推理全流程的万亿参数大模型,完成了迄今为止国产算力上规模最大的训练任务,攻克了万卡级容错、算力利用率提升等核心难题,标志着国产大模型全产业链已经具备支撑万亿参数大模型研发的能力,产业发展速度超出预期。

2. 技术创新研究:该模型推出了业界首创的零计算专家机制,可实现Token级动态计算分配,有效降低训练推理成本,还有跨层快捷连接架构等多项原创设计,为大模型算力优化研究提供了新的方向。

3. 模式创新研究:美团采取的“模芯协同”联合研发模式,以及开源核心技术回馈开发者社区的路径,为大模型研发的产学研转化提供了新的研究样本,具备较高的研究价值。

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Quick Summary

Meituan has launched LongCat-2.0, the industry's first trillion-parameter large language model (LLM) entirely trained and deployed on Chinese-developed computing power. It ranks among the top-tier domestically developed LLMs in China, with the following key highlights for general users and developers:

1. Core specifications and performance: Built on a Mixture-of-Experts (MoE) architecture, the model has a total of 1.6 trillion parameters, with approximately 480 billion parameters activated per token. It natively supports million-token ultra-long context inputs, is compatible with multiple mainstream development tools, and delivers particularly strong performance in coding tasks.

2. Market performance: After its preview version was anonymously launched on OpenRouter, a global LLM API routing platform, its total call volume ranked among the top three globally by the end of June. It also ranks among the top globally for call volume across multiple agent scenarios, making it one of the most popular free LLMs among developers worldwide, with performance close to that of Claude Opus 4.6.

3. Upcoming benefits: Meituan announced it will open-source core technologies including its infrastructure framework, inference engine, and model parameters in the near future, available for free access and use by developers globally.

Meituan's launch of this top-tier fully domestically developed LLM provides valuable insights for brands to track industry trends and plan business layouts:

1. Cost advantages in technology: The training and inference costs of LongCat-2.0 are lower than other comparable trillion-parameter LLMs globally. After its core technologies are open-sourced, brands will be able to develop their own intelligent marketing, customer service, and content generation tools based on the model at low cost, reducing technology investment for digital transformation.

2. New business opportunities on the platform: As a leading local life service platform in China, Meituan will inevitably roll out more intelligent merchant operation tools after rolling out its self-developed LLM to improve user matching efficiency. Brands can monitor upcoming opening plans in advance to capture new operational growth opportunities.

3. Reduced supply chain risk: The successful deployment of this fully domestically developed LLM verifies the maturity of China's domestic AI supply chain. Brands can adopt domestic solutions for their digital layouts to reduce risks stemming from changes in overseas technology policies.

The launch of Meituan's LongCat-2.0 brings new technology opportunities and risk alerts for all online and offline sellers, with key takeaways as follows:

1. Low-cost technology opportunities: The model's training and inference costs are lower than comparable LLMs globally, and all core technologies will be open-sourced. Sellers can build intelligent customer service, product copy generation, user demand analysis and other operation tools based on the model at low cost, cutting daily operational technology costs.

2. Platform growth opportunities: As a core local life trading platform in China, Meituan will upgrade its traffic distribution and merchant operation systems after launching its self-developed LLM. Sellers can follow related updates in advance, adapt to new rules early, and capture a new wave of traffic growth dividends.

3. Risk mitigation: The maturity of fully domestically developed LLMs means sellers no longer need to rely on overseas technology services to deploy intelligent tools. This eliminates the risk of service disruptions caused by changes in overseas technology policies, delivering stronger security guarantees.

The launch of Meituan's LongCat-2.0 offers multiple insights for factories advancing digital transformation and exploring business opportunities, with key highlights below:

1. Feasibility of localized digital transformation: LongCat-2.0 was trained entirely on domestically produced computing power, peaking at over 50,000 domestic AI accelerators and solving core challenges including ten-thousand-card fault tolerance and computing efficiency improvement. It verifies that domestic computing power can support large-scale intelligent R&D, allowing factories to adopt domestic solutions for digital transformation with lower costs and smaller risks.

2. Opportunities for production and design upgrades: The model supports million-token ultra-long context inputs, and stands out for its coding and computing power optimization capabilities. After its core technologies are open-sourced, factories can develop intelligent tools for industrial drawing analysis, production process optimization, and product demand processing based on the model to boost production and design efficiency.

3. Reference for cooperation models: The joint "model-chip collaborative R&D" model adopted by Meituan and domestic computing power providers provides a replicable sample for factories and technology partners to advance intelligent transformation. Factories can leverage this deep collaboration model to solve transformation pain points.

The launch of LongCat-2.0 clarifies industry development direction and brings new business opportunities for AI-related service providers, with key takeaways as follows:

1. Clear industry development trend: Domestic LLMs have now achieved full-process localized R&D for trillion-parameter models, with performance close to the global top tier and lower costs. Localization substitution has become a clear development direction for the LLM industry. Service providers can layout domestic LLM implementation services in advance to capture first-mover advantage in the segment.

2. Aligning with core client pain points: Many enterprise clients have LLM application demands, but face high costs and major risks from relying on overseas technology. LongCat-2.0 solves these exact pain points. Service providers can build customized private LLM implementation solutions for clients based on the upcoming open-source core technologies to expand new business lines.

3. Reference for technology R&D: The model introduces multiple original innovations including the industry's first zero-compute expert mechanism, which enables dynamic computing power allocation. Service providers can leverage this technology to improve the performance of their own LLM services and reduce service costs.

The launch of Meituan's LongCat-2.0 provides valuable references for all AI platforms and technology platforms in operation and ecosystem building, with key highlights below:

1. Clear direction of user demand: Performance data from the preview version shows that high-performance, cost-effective domestic LLMs are widely popular among global developers. The preview version entered the top three globally in total call volume within just two months of launch, which proves adding such models can drive large volumes of developer traffic to platforms. AI platforms can expand their supply of domestic LLMs to attract more users.

2. Reference for R&D models: The joint model-chip collaborative R&D model adopted by Meituan and domestic computing power providers solved core challenges for large-scale LLM training step by step, verifying the feasibility of collaborative R&D across China's domestic industrial chain. Platforms planning large-scale LLM R&D can adopt this model to reduce R&D risks.

3. Opportunities for ecosystem building: LongCat-2.0 will open-source its core technologies in the near future. Major AI development platforms can connect to related resources in advance, integrate the model to attract more developers, and develop supporting tool services to improve platform ecosystems and unlock new growth points.

The launch of Meituan's LongCat-2.0 provides a new research sample for LLM industry research, with multiple notable new trends worth studying. Key highlights are as follows:

1. New industry trends: This is the first trillion-parameter LLM in the industry to complete the full training and inference process entirely on domestic computing power, representing the largest-scale training task ever completed on domestic computing infrastructure. It solved core challenges including ten-thousand-card fault tolerance and improved computing utilization, marking that China's full domestic LLM industrial chain already has the capacity to support trillion-parameter LLM R&D, with industry growth outpacing expectations.

2. Technical innovation research: The model introduced the industry's first zero-compute expert mechanism, enabling token-level dynamic computing allocation that effectively reduces training and inference costs. It also includes multiple other original designs such as a cross-layer fast connection architecture, opening up new research directions for LLM computing power optimization.

3. Model innovation research: Meituan's "model-chip collaborative" joint R&D model, alongside its approach of open-sourcing core technologies to give back to the developer community, provides a new research sample for industry-university-research translation in LLM development, with high research value.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】6月30日,美团正式发布新一代基础大模型LongCat-2.0。这是业界首个依靠国产算力完成训练、推理全流程的万亿参数大模型。

据悉,LongCat-2.0采用MoE架构,总参数规模1.6万亿,每个Token激活参数约480亿,原生支持1M超长上下文,可一次处理百万字级输入。模型深度适配Claude Code、OpenClaw、Hermes等主流Harness,在Coding任务上有较强的表现。

今年4月底,美团曾发布LongCat-2.0-Preview版本,并以匿名的方式,接入全球最大的大模型API路由平台OpenRouter。OpenRouter数据显示,截至6月底,LongCat-2.0-Preview的总调用量已跻身全球前三。在Hermes、Claude Code、OpenClaw等Agent场景下,LongCat-2.0-Preview的月调用量分列全球第一、第二和第三位。其在Claude Code的月调用量,仅次于Claude Opus 4.8,是最受全球开发者欢迎的免费模型之一。

社区反馈显示,在工具调用、复杂指令执行等Agent核心能力方面,LongCat-2.0-Preview接近Claude Opus 4.6,落后于最新的Claude Opus 4.8。在国产大模型中,LongCat-2.0-Preview位列顶尖梯队。

相关技术报告显示,LongCat-2.0引入ScMoE跨层快捷连接架构、零计算专家机制、Ngram Embedding增强等多项原创设计。其中,零计算专家机制可实现Token级动态计算预算,让复杂Token激活更多专家,简单Token节省算力,该机制为业界首创。

作为首个“全国产”万亿参数大模型,LongCat-2.0全程在国产算力上完成训练,峰值规模超过5万张国产算力卡,是迄今为止国产算力上完成的最大训练任务。

2023年起,美团就与国产算力厂商共同推进“模芯协同”研发,从早期的小规模验证到超大规模稳定训练,逐步攻克了万卡级容错恢复、NPU确定性计算、算力利用率提升等核心难题,验证了大规模国产训练的可行性。

据悉,由于算力优化、技术突破等综合因素,LongCat-2.0的训练、推理成本消耗,低于全球其他万亿参数级别的大模型。对此,LongCat官方宣布,将于近期在多平台同步开源Infra框架、推理引擎、模型参数等核心技术,以回馈全球开发者社区。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

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