CITIC Securities: DeepSeek Harness Could Unlock Its Platform Ecosystem

CITIC Securities released a report saying DeepSeek is moving from just supplying AI models to building a full platform ecosystem. Its open-source agent framework Harness could be the key step, turning open-source and engineering strengths into a user base and real revenue. The report notes that AI agent competition now focuses on stable, low-cost task delivery, not just model power. DeepSeek uses a plugin-based design where models, tools, storage and more all work as plugins to expand what its agents can do. The report believes a growing ecosystem will build user loyalty and support enterprise use, while platform services could bring new income. Chinese AI models, backed by cost and open-source advantages, are reaching more workplaces and business scenarios.