一号台 · 登记册Desk #1 · Registers
AI 产品出海登记册AI Global Expansion Register
本册登记 AI 产品的出海与入华双向事件。登记对象是产品层面的跨境市场事件，包括总部与运营主体迁移、目标市场分发与收费通道开通、监管准入与受阻、合作集成与退出。公司融资、模型发布、人员任命本身不立条，只有当它们构成市场准入事实或改变准入状态时，才作为条目内的证据出现。This register records cross-border market events for AI products in both directions: products going abroad and products entering China. It registers product-level market events, including headquarters and operator relocations, distribution and payment channels opening in a target market, regulatory access granted or blocked, and partnerships formed or exited. Funding rounds, model releases and executive appointments do not get entries of their own; they appear inside an entry as evidence only when they constitute a market-access fact or change an access status.
脊柱：宣布 ≠ 落地、注册 ≠ 运营、下载 ≠ 收入。每条把「宣称」与「核查到的实际」分开记，不许混写；估值类数字分清目标价、报道价与确认交割价；下载、用户、收入类数字必须有平台、监管或财报的一手出处，否则只记事件，不记数字。The spine: an announcement is not a deployment, a registration is not an operation, downloads are not revenue. Every entry records what was claimed and what verification found in separate columns, never blended. Valuation figures keep target prices, reported prices and confirmed closing prices apart. Download, user and revenue figures require a primary source from a platform, a regulator or a financial report; without one, the register records the event and not the number.
核查状态五档The five status grades
已落地：目标市场用户可实际获得该产品或服务（可购买、可下载、可调用），且有现行可查的官方分发或收费通道。In market: users in the target market can actually obtain the product or service (buy it, download it, call its API), and an official distribution or payment channel is currently checkable.
部分落地：已在部分市场、部分功能或部分用户范围落地，其余仍受限、未启或被裁剪，条目写明边界。Partially in market: live in some markets, some features or some user scopes only; the rest is restricted, not yet open, or trimmed, and the entry states the boundary.
仅宣布：只有公司宣布、签约、发布计划，或完成了备案、登记、获批等监管前置动作，用户尚不能实际获得。监管前置单独记录，不得据此升档。Announced only: nothing beyond a company announcement, a signing, a published plan, or a completed regulatory precondition such as a filing, a registration or an approval. Users cannot yet obtain anything. Preconditions are recorded separately and never raise the grade.
已搁置或撤回：宣布后明确暂停、跳票超过一个季度且无新时间表、服务下架，或交易与合作被取消；分「暂停 / 搁置」与「撤回 / 终止」两个子标签。Shelved or withdrawn: after announcement, an explicit pause, a delay of more than one quarter with no new timetable, a service takedown, or a cancelled deal or partnership; sub-tagged as "paused / shelved" or "withdrawn / terminated".
待核：关键事实只有单链转述或口径互相冲突，暂不能落入以上四档。Pending verification: key facts rest on a single reporting chain or on conflicting accounts, and cannot yet be placed in the four grades above.
状态必须结合目标市场与用户范围判定：目标市场为全球或多个国家时，以实际可服务范围为准，明确退出、封禁或无法服务的市场在状态描述中列明。Status is always judged against the target market and user scope. Where the target is global or spans several countries, the grade follows the actually serviceable scope, and markets that have been exited, blocked or cannot be served are named in the status note.
证据等级四档The four evidence grades
一手已核：公司官方披露、监管文件、官方商店与平台页面、财报原文。Primary-source verified: company disclosures, regulatory documents, official store and platform pages, financial report originals.
多源已核：两个以上相互独立的可靠来源一致。多个媒体转载同一通讯社稿件、引用同一公司声明或共同依赖同一匿名消息源，不自动构成多个独立证据链。Multi-source verified: two or more substantively independent reliable sources agree. Outlets reprinting the same wire copy, quoting the same company statement or relying on the same anonymous source do not automatically count as separate evidence chains.
媒体转述：单一媒体或二手报道转述，未触及一手。Media-reported: a single outlet, or second-hand reporting, without reaching a primary source.
待核：口径冲突或只有单链，暂不能落档。Pending verification: conflicting accounts, or a single chain only; not yet fileable.
条目综合证据等级取支撑核查状态的那组证据中的最低档；个别事实由一手来源单独支撑的，在该项后标注「一手已核（单项证据）」，不改变条目综合等级。宣称栏只记公司原话要点，公司自报的经营数字在宣称栏记并标注「公司自报」。An entry's overall grade is the lowest grade among the evidence supporting its status. A fact carried by a primary source on its own is marked "primary-source verified (single-item evidence)" after that item, without changing the entry's overall grade. The claims column records only the company's own key points; company-reported operating figures sit in the claims column and are marked as company-reported.
| 编号ID | 标题Title | 状态Status | 证据等级Evidence | 复核日期Next review |
|---|---|---|---|---|
| EXP-001 | Manus：主体迁新加坡，中国大陆退出，海外市场运营Manus: operator moved to Singapore, mainland China exited, overseas markets live | 已落地In market | 多源已核Multi-source verified | 2027 年 1 月 31 日January 31, 2027 |
| EXP-002 | Apple Intelligence 入华：接入阿里巴巴千问，备案已过，上线未到Apple Intelligence enters China: Alibaba's Qwen integrated, filing cleared, launch not yet live | 仅宣布Announced only | 多源已核Multi-source verified | 2026 年 11 月 4 日November 4, 2026 |
| EXP-003 | DeepSeek 海外采用：分发登顶与数据合规卡点并存DeepSeek abroad: chart-topping distribution alongside data compliance blockers | 部分落地Partially in market | 多源已核Multi-source verified | 2027 年 5 月 31 日May 31, 2027 |
| EXP-004 | MiniMax：API 先行的国际分发（机动条）MiniMax: API-first international distribution (flex slot entry) | 已落地In market | 一手已核Primary-source verified | 2027 年 2 月 28 日February 28, 2027 |
EXP-001已落地In market多源已核Multi-source verified
Manus：主体迁新加坡，中国大陆退出，海外市场运营Manus: operator moved to Singapore, mainland China exited, overseas markets live
产品ProductManus（通用 AI 智能体）Manus (general-purpose AI agent)
公司CompanyButterfly Effect（蝴蝶效应）
产品起源市场Market of origin中国China
原运营主体所在地Original operator中国（创始团队与原研发运营所在地）China (the founding team and the original R&D and operations base)
当前运营主体所在地Current operator新加坡（总部；另设圣马特奥、东京办公室）Singapore (headquarters; offices also in San Mateo and Tokyo)
目标市场Target market海外市场（中国大陆除外）Overseas markets (mainland China excluded)
可服务范围Serviceable scope中国大陆除外的海外市场；具体国家覆盖待核Overseas markets outside mainland China; country-by-country coverage pending verification
事件类型Event types主体迁移、市场退出、跨境并购、商业化、产品分发Operator relocation, Market exit, Cross-border acquisition, Commercialization, Product distribution
方向Direction出海Outbound
核查截至Checked as of2026-11-01
宣称里程碑Announced milestones (as claimed)
- 2025 年 12 月 17 日，公司自报年化经常性收入（ARR）达 1 亿美元，上线八个月达成（公司声明，未经审计）。On December 17, 2025, the company reported annual recurring revenue (ARR) of US$100 million, reached eight months after launch (company statement, unaudited).
- 2026 年 10 月 8 日，公司公告完成 5 亿美元以上新一轮融资，未披露估值。On October 8, 2026, the company announced completion of a new funding round of more than US$500 million, with no valuation disclosed.
- 2026 年 9 月 28 日发布的 Manus 2.0 效率数字（公司自报，未经第三方测试）。Efficiency figures for Manus 2.0, released on September 28, 2026 (company-reported, not independently tested).
核查到的实际As verified
- 2025 年年中，公司总部迁至新加坡，原约 120 人团队中约 40 人迁新、约 80 人裁员；中国 IP 地址无法访问该产品，公司中文社交账号关闭（多源已核）。In mid-2025 the company moved its headquarters to Singapore; of the original team of about 120, about 40 relocated and about 80 were laid off. The product cannot be reached from mainland China IP addresses, and the company's Chinese social media accounts were closed (multi-source verified).
- 产品以美元定价向海外市场销售，免费层与付费层价格在厂商页面现行可查（EVA-001 于 2026 年 10 月 17 日读取厂商定价页，一手已核（单项证据））。The product is sold into overseas markets at US dollar prices; free and paid tier prices are currently listed on the vendor's pages (pricing pages read by EVA-001 on October 17, 2026; primary-source verified, single-item evidence).
- 2025 年 12 月 Meta 宣布收购并于 12 月 29 日交割。Meta 未公开披露官方交易金额。《华尔街日报》报道该交易估值超过 20 亿美元，另有报道称最高 30 亿美元（媒体转述，非官方确认）。2026 年 9 月 17 日 Bloomberg 报道的新一轮融资目标估值约 40 亿美元，为谈判目标，非确认估值或交割价格，公司从未证实，本册按此口径记，不许滑写为成交估值。Meta announced the acquisition in December 2025, and it closed on December 29. Meta has never disclosed an official transaction price. The Wall Street Journal reported a valuation above US$2 billion, and other reports put it as high as US$3 billion (media-reported, not officially confirmed). The roughly US$4 billion figure Bloomberg reported on September 17, 2026 is a target valuation for a new funding round under negotiation, not a confirmed valuation or a closing price; the company has never confirmed it, and this register records it on that basis only, never as a deal value.
- 2026 年 4 月 27 日国家发展改革委以境外投资安全审查禁止该交易并责令拆解；2026 年 8 月 11 日公司宣布恢复独立，9 月 1 日正式独立运营，创始团队继续领导，总部新加坡（公司声明与多源报道一致，多源已核）。On April 27, 2026, the National Development and Reform Commission prohibited the transaction under an outbound investment security review and ordered it unwound. The company announced restored independence on August 11, 2026, and resumed independent operation on September 1, with the founding team still in charge and headquarters in Singapore (company statement consistent with multiple reports; multi-source verified).
- 独立拆解中，部分用户被要求在 2026 年 8 月 23 日至 24 日前备份收购期生成的数据，逾期删除（公司通知，一手已核（单项证据））。During the unwinding, some users were told to back up, by August 23 to 24, 2026, the data generated during the acquisition period, after which it would be deleted (company notice; primary-source verified, single-item evidence).
- 收入与留存至今无任何第三方可核数据；约 5 亿美元年化收入的说法只有 The Information 一条报道链，经路透转述，与 1 亿美元自报口径在量级与时点上互相冲突（待核）。There is still no third-party verifiable data on revenue or retention. The claim of about US$500 million in annualized revenue rests on a single reporting chain from The Information, relayed by Reuters, and conflicts with the company's own US$100 million figure in both scale and timing (pending verification).
核查状态Status已落地（市场边界依据：按市场边界规则，本条目标市场已明确限定为中国大陆除外的海外市场，该范围内运营实体与产品分发均持续运营；中国大陆退出事实已在目标市场与可服务范围中列明。收入口径问题单列于上，不改变分发事实的判定）In market (market-boundary basis: under the market boundary rule, this entry's target market is expressly limited to overseas markets outside mainland China, and within that scope the operating entity and product distribution remain live. The exit from mainland China is recorded in the target market and serviceable scope fields. The revenue question is recorded separately above and does not change the finding on distribution.)
卡点分类Blockers监管审批（跨境并购被安全审查否决并拆解，已兑现）；数据与隐私合规（拆解条件包含用户数据删除）Regulatory approval (the cross-border acquisition was blocked on security review and unwound, which has taken effect); Data and privacy compliance (the unwinding terms included deletion of user data)
核查证据Verification evidence
- EVA-001 评估单事实表（深翼内部核查稿，2026-10-30，逐项标口径） · 证据等级 多源已核 · 核查日期 2026-11-01（转引复核）EVA-001 evaluation sheet fact table (DeepWing internal verification draft, October 30, 2026, each item marked with its basis) · Grade: multi-source verified · Checked November 1, 2026 (re-checked on citation)
- 路透社 2026 年 10 月 8 日报道Reuters report, October 8, 2026：确认公司完成 5 亿美元以上新一轮融资（博裕资本与 IDG 资本领投）且已恢复独立运营。证据按事实拆开标注：融资完成一事为媒体转述（源头为公司公告，经路透转述），恢复独立运营一事与法新社 2026 年 9 月 1 日独立报道两条独立链一致，合并判定多源已核 · 核查日期 2026-11-01: confirms completion of a funding round above US$500 million (led by Boyu Capital and IDG Capital) and restored independent operation. Grades are split by fact: the funding completion is media-reported (sourced from the company announcement, relayed by Reuters); restored independence agrees across this report and an independent AFP report of September 1, 2026, two separate chains, graded together as multi-source verified · Checked November 1, 2026
- 法新社 2026 年 9 月 1 日恢复独立运营报道AFP report on restored independent operation, September 1, 2026 · 证据等级 媒体转述（单条；恢复独立运营一事与路透条两条独立链合并判定多源已核，见上） · 核查日期 2026-11-01 · Grade: media-reported (single item; on restored independence it combines with the Reuters item above as two independent chains, graded multi-source verified) · Checked November 1, 2026
本条综合证据等级：多源已核Overall evidence grade for this entry: multi-source verified
复核日期Next review2027 年 1 月 31 日；触发条件：港股上市进程启动并出现招股书，或公司下一次收入宣称发布，任一先到即复核January 31, 2027. Triggers: a Hong Kong listing process starts and a prospectus appears, or the company publishes its next revenue claim, whichever comes first
关联条目Related entriesEVA-001；SUC-024（主体条目）；FAIL-009（对照条目）; SUC-024 (entity entry); FAIL-009 (contrast entry)
利益关系Conflicts of interest是否有服务客户关系 无；是否有其他重大商业利益关系 无；是否需要公开披露 否（三项均待逐条复核）Paid service relationship: none. Other material business interests: none. Public disclosure required: no. (All three are first-pass values, to be re-checked entry by entry.)
核查人Checked by深翼 DeepWing（核查日期 2026-11-01）DeepWing (checked November 1, 2026)
EXP-002仅宣布Announced only多源已核Multi-source verified
Apple Intelligence 入华：接入阿里巴巴千问，备案已过，上线未到Apple Intelligence enters China: Alibaba's Qwen integrated, filing cleared, launch not yet live
产品ProductApple Intelligence（中文名「Apple 智能」）中国大陆版，含千问集成Apple Intelligence (Chinese name "Apple 智能") mainland China edition, with Qwen integration
公司CompanyApple；备案主体为苹果技术开发（上海）有限公司；合作方为阿里巴巴（通义千问）Apple; the filing entity is Apple Technology Development (Shanghai) Co., Ltd.; partner: Alibaba (Tongyi Qianwen, Qwen)
产品起源市场Market of origin美国United States
原运营主体所在地Original operator美国（Apple）United States (Apple)
当前运营主体所在地Current operator美国（Apple）；本条入华版本的备案主体为苹果技术开发（上海）有限公司，属地备案安排不改变运营主体所在地United States (Apple); the filing entity for this China entry is Apple Technology Development (Shanghai) Co., Ltd., and the local filing arrangement does not change the operator's location
目标市场Target market中国大陆Mainland China
可服务范围Serviceable scope中国大陆符合设备及语言要求的 iPhone 用户，首批功能（尚未上线，定于 2026 年 12 月）iPhone users in mainland China meeting device and language requirements, first feature set (not yet live; scheduled for December 2026)
事件类型Event types市场进入、监管准入、本地合作Market entry, Regulatory access, Local partnership
方向Direction入华Inbound to China
核查截至Checked as of2026-11-01
宣称里程碑Announced milestones (as claimed)
- 2026 年 10 月 31 日，Apple 在中国区 Newsroom 发布，阿里巴巴同日发布声明：千问接入 Siri、写作工具与视觉智能，用户可就照片与文档向千问提问，写作工具含「千问创作」；功能定于 2026 年 11 月 4 日起随最新 iOS 开发者测试版开放测试，定于 2026 年 12 月随 iOS 27.3 正式向中国用户推出（双方公司宣布）。On October 31, 2026, Apple published on its China Newsroom and Alibaba issued a statement the same day: Qwen is integrated into Siri, Writing Tools and Visual Intelligence; users can ask Qwen about photos and documents, and Writing Tools include "Qwen Creation". The features are scheduled to open for testing with the latest iOS developer beta from November 4, 2026, and to launch formally for Chinese users with iOS 27.3 in December 2026 (announced by both companies).
- 同一发布写明边界：本次不含 Siri AI 及 WWDC 2026 公布的其他下一代 Apple 智能功能；先行仅支持 iPhone，其他平台待后续批准。The same release states the boundary: this round does not include Siri AI or the other next-generation Apple Intelligence features announced at WWDC 2026; iPhone only for now, with other platforms pending later approval.
- 阿里巴巴声明：经 Apple 智能发送给千问的用户请求及生成的回复，不用于模型训练（公司声明）。Alibaba's statement: user requests sent to Qwen through Apple Intelligence, and the replies generated, are not used for model training (company statement).
核查到的实际As verified
- 宣布合作：已发生，时点 2026 年 10 月 31 日，双方同日官宣。Apple 侧已直接存档中国区 Newsroom 原稿页（一手已核）；阿里巴巴侧经新华社、人民日报及多家媒体原文转述其声明（媒体转述（公司声明经多家媒体原文转述，源头单一），阿里巴巴官方声明原页仍待存档，缺口见下）。Partnership announced: this has happened, on October 31, 2026, announced by both companies on the same day. The Apple side is archived directly from the China Newsroom original page (primary-source verified). The Alibaba side is relayed in full by Xinhua, People's Daily and other outlets (media-reported: a company statement carried by multiple outlets from a single source); the original Alibaba statement page is still to be archived, see the gaps below.
- 监管前置：已完成关键一步。国家互联网信息办公室 2026 年 7 月 15 日公告，「Apple 智能」等 7 款提供手机端侧生成式人工智能服务完成备案，备案主体苹果技术开发（上海）有限公司（一手已核，网信办公告原文）。按本册纪律，备案是监管前置，不等于上线。Regulatory precondition: a key step is complete. A Cyberspace Administration of China announcement dated July 15, 2026 records that "Apple 智能" and six other on-device generative AI services for phones completed filing, with Apple Technology Development (Shanghai) Co., Ltd. as the filing entity (primary-source verified, CAC announcement original). Under this register's rules, a filing is a regulatory precondition, not a launch.
- 此前节点：2025 年 2 月，阿里巴巴方面曾公开确认与 Apple 的合作关系（媒体转述，当时无上线时间表）。Earlier marker: in February 2025, Alibaba publicly confirmed its partnership with Apple (media-reported; no launch timetable at the time).
- 开发者测试：未开始。定于 2026 年 11 月 4 日，核查日（2026 年 11 月 1 日）在其之前。Developer testing: not started. It is scheduled for November 4, 2026, which falls after the check date of November 1, 2026.
- 正式上线：未发生。定于 2026 年 12 月，且功能面按批准范围裁剪（不含下一代功能、iPad 与 Mac 未在首批）。Formal launch: has not happened. It is scheduled for December 2026, with the feature set trimmed to the approved scope (no next-generation features; iPad and Mac are not in the first batch).
核查状态Status仅宣布Announced only
卡点分类Blockers监管审批（备案已过，后续平台扩展仍需批准）；架构与部署（中国版在部分 Apple Intelligence 体验中增加对本地已备案伙伴模型千问的接入，功能范围按中国市场获批情况进行裁剪）Regulatory approval (filing cleared; later platform expansion still needs approval); Architecture and deployment (the China edition adds access to the locally filed partner model Qwen in some Apple Intelligence experiences, with the feature scope trimmed to what the Chinese market has approved)
核查证据Verification evidence
- 国家互联网信息办公室《关于发布7款提供手机端侧生成式人工智能服务已备案信息的公告》，2026 年 7 月 15 日Cyberspace Administration of China, announcement publishing the filing information of seven on-device generative AI services for phones, July 15, 2026 · 证据等级 一手已核 · 核查日期 2026-11-01 · Grade: primary-source verified · Checked November 1, 2026
- 人民日报海外网转述阿里巴巴官方宣布（2026 年 10 月 31 日，含吴泳铭声明原文）People's Daily Online overseas edition relaying Alibaba's official announcement (October 31, 2026, including Wu Yongming's statement in full) · 证据等级 媒体转述（公司声明经多家媒体原文转述，源头单一） · 核查日期 2026-11-01 · Grade: media-reported (a company statement relayed in full by multiple outlets, single source) · Checked November 1, 2026
- Apple 中国区 Newsroom 新闻稿《Apple 智能即将登陆中国》，2026 年 10 月 31 日Apple China Newsroom release, "Apple Intelligence features are coming to users in China", October 31, 2026 · 证据等级 一手已核 · 核查日期 2026-11-01（原稿页已存档） · Grade: primary-source verified · Checked November 1, 2026 (original page archived)
本条综合证据等级：多源已核（备案单项与 Apple 侧官宣单项为一手已核；核查状态判定只依据网信办备案与 Apple 原稿两项一手证据，阿里巴巴侧声明转述不参与状态判定）Overall evidence grade for this entry: multi-source verified (the filing item and the Apple-side announcement item are primary-source verified; the status finding rests only on those two primary items, the CAC filing and the Apple original, and the relayed Alibaba statement plays no part in it)
缺口与升档路径：Apple 中国区 Newsroom 原稿页已存档，官宣项 Apple 侧已升一手已核；尚缺阿里巴巴官方声明原页（官方站或官方账号原文）直接存档，补齐后官宣项可整体升一手已核。另须在 11 月 4 日测试开启后以开发者测试版实际可用状态复核；正式上线档须等 2026 年 12 月 iOS 27.3 发布后以国行设备实际可用状态复核，不以发布新闻替代。Gaps and upgrade path: the Apple China Newsroom original is archived, and the Apple side of the announcement item is graded primary-source verified. Still missing is a direct archive of the original Alibaba statement (official site or official account post); once archived, the announcement item can be upgraded as a whole. The entry must also be re-checked against the developer beta's actual availability after testing opens on November 4, and the launch grade must wait until iOS 27.3 ships in December 2026 and be checked against actual availability on China-market devices, not against launch news.
复核日期Next review2026 年 11 月 4 日（测试开启当日）；2026 年 12 月 iOS 27.3 发布周（正式上线复核）；触发条件：任一时间点跳票或功能清单变更，即时复核November 4, 2026 (the day testing opens); the week iOS 27.3 ships in December 2026 (launch re-check). Trigger: any slipped date or change to the feature list prompts an immediate re-check
关联条目Related entries新闻条目（站内新闻登记册 2026-11-01 扫描条目「Apple Intelligence 入华配阿里 Qwen」，编号待挂）；无 EVA、INC、PL 对应编号News register entry (site news register scan item of November 1, 2026, "Apple Intelligence enters China with Alibaba Qwen"; number to be attached); no corresponding EVA, INC or PL numbers
利益关系Conflicts of interest是否有服务客户关系 无；是否有其他重大商业利益关系 无；是否需要公开披露 否（三项均待逐条复核）Paid service relationship: none. Other material business interests: none. Public disclosure required: no. (All three are first-pass values, to be re-checked entry by entry.)
核查人Checked by深翼 DeepWing（核查日期 2026-11-01）DeepWing (checked November 1, 2026)
EXP-003部分落地Partially in market多源已核Multi-source verified
DeepSeek 海外采用：分发登顶与数据合规卡点并存DeepSeek abroad: chart-topping distribution alongside data compliance blockers
产品ProductDeepSeek 消费级应用（iOS 与 Android）与 DeepSeek 开放平台 APIDeepSeek consumer app (iOS and Android) and the DeepSeek open platform API
公司Company杭州 DeepSeek Artificial Intelligence 与北京 DeepSeek Artificial Intelligence（意大利与韩国监管文件用名；中文主体为深度求索）Hangzhou DeepSeek Artificial Intelligence and Beijing DeepSeek Artificial Intelligence (names as used in the Italian and Korean regulatory documents; known in Chinese as 深度求索 (DeepSeek)
产品起源市场Market of origin中国China
原运营主体所在地Original operator中国（杭州、北京，两主体见公司栏）China (Hangzhou and Beijing; the two entities are listed under Company)
当前运营主体所在地Current operator中国（杭州、北京，未见迁移记录）China (Hangzhou and Beijing; no relocation on record)
目标市场Target market全球Global
可服务范围Serviceable scope全球多数市场；意大利消费者服务受限，韩国已恢复；多国另有政府及机构使用限制（见卡点分类）Most markets worldwide; consumer service restricted in Italy, restored in South Korea; several countries additionally impose government and institutional use restrictions (see Blockers)
事件类型Event types产品分发、监管限制、服务恢复、商业化Product distribution, Regulatory restriction, Service restoration, Commercialization
方向Direction出海Outbound
核查截至Checked as of2026-11-01
宣称里程碑Announced milestones (as claimed)
本条不以公司市场宣称立条。公司侧可核节点为产品发布：应用 2025 年 1 月 10 日上线，R1 模型 2025 年 1 月 20 日发布。本条以分发事件与监管事件立条。This entry is not based on company market claims. The verifiable company-side markers are product releases: the app launched on January 10, 2025, and the R1 model was released on January 20, 2025. The entry is based on distribution events and regulatory events.
核查到的实际As verified
- 2025 年 1 月 27 日，DeepSeek 应用登顶美国 iOS App Store 免费榜，超过 ChatGPT（事件；多家独立媒体同日一致报道，多源已核）。下载量数字只有第三方估算机构口径，无平台一手出处，按本册数字纪律不记数字，只记事件。On January 27, 2025, the DeepSeek app topped the US iOS App Store free chart, passing ChatGPT (event; multiple independent outlets reported it on the same day, multi-source verified). Download figures exist only as third-party estimates with no platform primary source, so under this register's number discipline the event is recorded and the numbers are not.
- 官方 API 文档站（api-docs.deepseek.com）定价页现行以美元标价、公开可查（一手已核）；实际可服务的国家与地区范围未逐国核实。The pricing page of the official API documentation site (api-docs.deepseek.com) currently lists US dollar prices and is publicly checkable (primary-source verified); the countries and regions actually served have not been verified country by country.
- 意大利：2025 年 1 月 30 日，数据保护局（Garante）发布正式决定（决定登记号第 33 号，文件号 10098477），依《通用数据保护条例》第 58 条第 2 款 f 项以紧急程序命令对意大利境内用户个人数据的处理实施最终限制（limitazione definitiva），即时生效，并宣告相关处理违法（涉及第 31、12、13、14、6、32、27 条等），同时立案调查；公司回复称其不在意大利运营、欧洲法规不适用，被监管认定为完全不充分（一手已核，Garante 正式决定原文；同日新闻稿为该决定的发布说明，与决定分开记）。截至本轮核查日，该限制未见解除记录。Italy: on January 30, 2025, the data protection authority (Garante) issued a formal decision (register no. 33, document no. 10098477) under Article 58(2)(f) of the GDPR, ordering by urgent procedure a definitive limitation (limitazione definitiva) on the processing of Italian users' personal data, effective immediately, declaring the processing unlawful (involving Articles 31, 12, 13, 14, 6, 32, 27 and others), and opening an investigation. The company's reply, that it does not operate in Italy and European law does not apply, was found wholly inadequate by the regulator (primary-source verified, Garante decision original; the same-day press release is the decision's publication note and is recorded separately from the decision). As of this round's check date, there is no record of the limitation being lifted.
- 意大利区商店下架：应用其后自意大利区苹果与谷歌商店下架（多源已核，多家独立媒体报道一致）。Italian store removal: the app was subsequently removed from the Italian Apple and Google stores (multi-source verified, consistent reporting by multiple independent outlets).
- 韩国：2025 年 2 月，个人信息保护委员会（PIPC）介入后，DeepSeek 在韩国暂停新下载；2025 年 4 月 24 日 PIPC 公布检查结果，认定其在韩上线时未取得跨境传输的单独同意、曾将用户输入内容传至北京火山引擎等公司，并发出纠正建议（确立跨境传输法律依据、立即删除已传输的用户输入数据、以韩文公开隐私政策）与改善建议（一手已核，PIPC 英文新闻稿原文；该新闻稿正文落款为 2025 年 4 月 24 日，其网页另有 2025 年 4 月 30 日的显示日期，本册以正文落款为准）。2025 年 4 月 28 日，应用恢复韩国市场下载；恢复时公司已部分采纳 PIPC 建议，不代表监管整改全部完成（媒体转述，路透社 2025 年 4 月 28 日报道）。South Korea: in February 2025, after the Personal Information Protection Commission (PIPC) stepped in, DeepSeek suspended new downloads in South Korea. On April 24, 2025, the PIPC published its examination results: at its Korean launch the service had not obtained separate consent for cross-border transfers, and it had sent user input content to companies including Beijing Volcano Engine; the PIPC issued corrective recommendations (establish a legal basis for cross-border transfers, delete the transferred user input data immediately, publish the privacy policy in Korean) and improvement recommendations (primary-source verified, PIPC English press release original; the release is dated April 24, 2025 in its text, while its web page also shows an April 30, 2025 display date, and this register follows the date in the text). On April 28, 2025, downloads resumed in South Korea; by then the company had partially adopted the PIPC recommendations, which does not mean the regulatory remediation is complete (media-reported, Reuters, April 28, 2025).
- 政府设备层面的禁用另记，不与消费者市场准入混同：美国得克萨斯州、澳大利亚联邦等先后将 DeepSeek 列入政府设备与系统的禁用或移除范围（多源已核，均为政府公文或官方指令的报道与汇编）。Government-device bans are recorded separately and are not conflated with consumer market access: the US state of Texas, the Australian federal government and others have placed DeepSeek on ban or removal lists for government devices and systems (multi-source verified; reporting and compilations of government documents and official directives).
核查状态Status部分落地（多数市场持续运营且 API 收费通道现行可查；意大利消费者服务受限未解，韩国曾暂停后恢复，落地边界如上）Partially in market (operations continue in most markets and the API payment channel is currently checkable; the Italian consumer restriction is unresolved, South Korea was suspended and then restored, and the boundaries are as recorded above)
卡点分类Blockers数据与隐私合规（主卡点，意大利正式决定的最终限制与韩国纠正建议两案）；分发渠道（意大利区商店下架、韩国新下载一度暂停）；政府及机构使用限制（多国政府设备禁用与机构使用限制，属政府及机构使用层面的限制，与消费者市场准入分开记）Data and privacy compliance (the main blocker: the Italian decision's definitive limitation and the Korean corrective recommendations); Distribution channels (removal from the Italian stores; new downloads suspended for a time in South Korea); Government and institutional use restrictions (government-device bans and institutional use limits in several countries, recorded at the government and institutional level, separately from consumer market access)
核查证据Verification evidence
- 意大利数据保护局正式决定《Provvedimento del 30 gennaio 2025》（决定登记号第 33 号，文件号 10098477），2025 年 1 月 30 日Italian Data Protection Authority, formal decision "Provvedimento del 30 gennaio 2025" (register no. 33, doc. web no. 10098477), January 30, 2025 · 证据等级 一手已核（本条核心证据） · 核查日期 2026-11-01 · Grade: primary-source verified (this entry's core evidence) · Checked November 1, 2026
- 意大利数据保护局新闻稿《Artificial Intelligence: The Italian Data Protection Authority blocks DeepSeek》，2025 年 1 月 30 日（上项决定的发布说明，与决定分开记）Italian Data Protection Authority press release, "Artificial Intelligence: The Italian Data Protection Authority blocks DeepSeek", January 30, 2025 (the publication note for the decision above, recorded separately) · 证据等级 一手已核 · 核查日期 2026-11-01 · Grade: primary-source verified · Checked November 1, 2026
- 韩国个人信息保护委员会新闻稿《The PIPC Announces Status Examination Results of DeepSeek Service》，2025 年 4 月 24 日Korea Personal Information Protection Commission press release, "The PIPC Announces Status Examination Results of DeepSeek Service", April 24, 2025 · 证据等级 一手已核 · 核查日期 2026-11-01 · Grade: primary-source verified · Checked November 1, 2026
- 路透社 2025 年 4 月 28 日报道《DeepSeek available to download again in South Korea after suspension》Reuters report, April 28, 2025, "DeepSeek available to download again in South Korea after suspension" · 证据等级 媒体转述（路透单链） · 核查日期 2026-11-01 · Grade: media-reported (single Reuters chain) · Checked November 1, 2026
- DeepSeek 官方 API 文档站定价页DeepSeek official API documentation site, pricing page · 证据等级 一手已核 · 核查日期 2026-11-01 · Grade: primary-source verified · Checked November 1, 2026
- 登顶事件报道（CNBC、RFA 等 2025 年 1 月 27 日同日报道）Chart-topping event reports (CNBC, RFA and others, January 27, 2025) · 证据等级 多源已核 · 核查日期 2026-11-01 · Grade: multi-source verified · Checked November 1, 2026
本条综合证据等级：多源已核（核查状态由监管原文与官方页面支撑；登顶事件与意大利区商店下架两项为多源已核）Overall evidence grade for this entry: multi-source verified (the status rests on regulatory originals and official pages; the chart-topping event and the Italian store removal are multi-source verified)
复核日期Next review2027 年 5 月 31 日；触发条件：Garante 调查结论或限制解除公布、PIPC 半年跟进检查结果公布、任一主要市场准入状态变化，任一先到即复核May 31, 2027. Triggers: publication of the Garante investigation outcome or a lifting of the limitation, publication of the PIPC six-month follow-up results, or a change in market access status in any major market, whichever comes first
关联条目Related entries无 EVA、INC、PL 对应编号；主题关联一号台 RSI 观察线与领袖登记册的 DeepSeek 背景记录（非编号关联，编号待挂）No corresponding EVA, INC or PL numbers. Thematic links: Desk 1's RSI watch line and the leader register's DeepSeek background records (not numbered links; numbers to be attached)
利益关系Conflicts of interest是否有服务客户关系 无；是否有其他重大商业利益关系 无；是否需要公开披露 否（三项均待逐条复核）Paid service relationship: none. Other material business interests: none. Public disclosure required: no. (All three are first-pass values, to be re-checked entry by entry.)
核查人Checked by深翼 DeepWing（核查日期 2026-11-01）DeepWing (checked November 1, 2026)
EXP-004已落地In market一手已核Primary-source verified
MiniMax：API 先行的国际分发（机动条）MiniMax: API-first international distribution (flex slot entry)
产品ProductMiniMax 开放平台 API（国际版 platform.minimax.io）；消费级产品（海螺 AI、Talkie 等）本轮未取一手证据，不入事实栏，列为缺口MiniMax open platform API (international edition, platform.minimax.io). Consumer products (Hailuo AI, Talkie and others) were not evidenced from primary sources this round; they are not in the facts column and are listed as gaps
公司CompanyMiniMax（稀宇科技）MiniMax
产品起源市场Market of origin中国China
原运营主体所在地Original operator中国（上海）China (Shanghai)
当前运营主体所在地Current operator中国（上海）；国际平台的运营主体未单独核实，列入缺口China (Shanghai); the operating entity of the international platform has not been separately verified and is listed as a gap
目标市场Target market国际开发者市场International developer market
可服务范围Serviceable scope国际 API 平台（开发者自助开通）；具体国家覆盖待核International API platform (developer self-service signup); country coverage pending verification
事件类型Event types产品分发、商业化Product distribution, Commercialization
核查范围Verification scope官方国际 API 平台、公开定价与自助充值通道The official international API platform, its public pricing and its self-service top-up channel
方向Direction出海Outbound
核查截至Checked as of2026-11-01
宣称里程碑Announced milestones (as claimed)
本条不以公司市场宣称立条，以官方平台现行可售状态立条。This entry is not based on company market claims; it is based on the official platform's current sellable state.
核查到的实际As verified
- 国际开放平台 platform.minimax.io 现行运营。官方定价总览页（2026 年 11 月 1 日直接查阅）列明大语言模型（MiniMax-M3、MiniMax-M3.1-Flash）、视频模型（H3 系列与海螺系列）、语音、图像等 API 的美元价格，并明示按量付费价格全部以美元计（All prices are in USD），开发者可自助充值使用（一手已核）。The international open platform platform.minimax.io is currently live. Its official pricing overview page (read directly on November 1, 2026) lists US dollar prices for large language model APIs (MiniMax-M3, MiniMax-M3.1-Flash), video model APIs (the H3 series and the Hailuo series), speech and image APIs, and states that pay-as-you-go prices are all in US dollars ("All prices are in USD"). Developers can top up and use the platform self-service (primary-source verified).
- 平台同时提供音频与视频套餐订阅（美元标价），说明其海外收费通道不止按量付费一种（一手已核，同上定价页）。The platform also offers audio and video subscription plans (priced in US dollars), so its overseas payment channels are not limited to pay-as-you-go (primary-source verified, same pricing page).
- 收入、用户与区域分布无公开可核数据，本册不记。There is no publicly verifiable data on revenue, users or regional distribution, and this register records none.
核查状态Status已落地（分发与收费通道现行可查；规模口径无数据，不影响分发事实判定）In market (distribution and payment channels are currently checkable; there is no scale data, which does not affect the finding on distribution)
卡点分类Blockers无卡点（核查范围限于官方平台与定价页的现行状态，未见市场准入受阻记录；此结论只描述核查范围，不构成无风险判断）No blockers (within a verification scope limited to the current state of the official platform and pricing pages, no record of blocked market access was found; this describes the scope checked only, and is not a finding of no risk)
核查证据Verification evidence
- MiniMax 开放平台官方文档站定价总览页 Pricing OverviewMiniMax open platform official documentation site, Pricing Overview · 证据等级 一手已核 · 核查日期 2026-11-01 · Grade: primary-source verified · Checked November 1, 2026
本条综合证据等级：一手已核Overall evidence grade for this entry: primary-source verified
缺口：国家和地区实际服务覆盖范围、支付限制、运营主体及数据处理区域，本轮均未取一手证据；美元计价只证明平台设有美元收费通道，不证明各国家和地区均可开户、充值与调用，覆盖范围待下轮补核。消费级产品的海外上架与运营状态同样未取一手证据，待下轮补核后再决定是否扩写本条或另立条。Gaps: actual country and regional service coverage, payment restrictions, the operating entity and data processing regions were none of them evidenced from primary sources this round. US dollar pricing proves only that the platform runs a US dollar payment channel; it does not prove that accounts can be opened, topped up and used in every country or region, and coverage is to be checked next round. The overseas listing and operating status of the consumer products were likewise not evidenced from primary sources; after next round's check, a decision will be made on expanding this entry or opening a separate one.
复核日期Next review2027 年 2 月 28 日（定价页与平台可用性季度复查）；触发条件：平台运营主体、服务区域条款或计价币种变更，即时复核February 28, 2027 (quarterly re-check of the pricing page and platform availability). Trigger: any change to the platform's operating entity, service-region terms or pricing currency prompts an immediate re-check
关联条目Related entries待挂（入册时与一号台领袖登记册核对该公司编号后补挂）To be attached (to be added after cross-checking the company's number in Desk 1's leader register)
利益关系Conflicts of interest是否有服务客户关系 无；是否有其他重大商业利益关系 无；是否需要公开披露 否（三项均待逐条复核）Paid service relationship: none. Other material business interests: none. Public disclosure required: no. (All three are first-pass values, to be re-checked entry by entry.)
核查人Checked by深翼 DeepWing（核查日期 2026-11-01）DeepWing (checked November 1, 2026)
机动条取舍说明：本轮机动条在 MiniMax 与 Z.AI 之间选 MiniMax。理由是证据强度：MiniMax 国际平台的官方定价页可直接查阅，美元计价与平台自助开通通道可一手坐实（实际国家覆盖范围未核，见缺口）；Z.AI 本轮未取得同等强度的官方页面核查，按本册纪律不立条、不凑数，留待下轮补核后再议。Flex slot note: this round's flex slot went to MiniMax over Z.AI, on evidence strength. MiniMax's official international pricing page can be read directly, and its US dollar pricing and self-service signup channel can be established from a primary source (actual country coverage is unverified, see the gaps). Z.AI had no official-page verification of equal strength this round, so under this register's discipline it gets no entry and no filler; it waits for next round's check.
缺口与待办Gaps and follow-ups
- EXP-002 的阿里巴巴官宣尚未直接存档原页（Apple 中国区 Newsroom 原稿页已存档，Apple 侧已升一手已核）。官宣项整体升一手已核需存档阿里巴巴官方声明原页，并以 2026 年 11 月 4 日测试开启、12 月正式发布两个时点的实际可用状态复核。EXP-002's Alibaba announcement has not yet been archived from its original page (the Apple China Newsroom original is archived, and the Apple side is graded primary-source verified). Upgrading the announcement item as a whole requires archiving the original Alibaba statement, and re-checking against actual availability at two points: the opening of testing on November 4, 2026, and the formal launch in December.
- EXP-001 的收入与留存证据缺口为全册已知最大缺口：两档收入口径互相冲突，均无第三方支撑；港股招股书（最早 2027 年）是第一个预定强制披露节点。EXP-001's revenue and retention evidence gap is the largest known gap in this register: the two revenue figures conflict, and neither has third-party support. A Hong Kong listing prospectus (2027 at the earliest) is the first scheduled mandatory disclosure point.
- EXP-003 的意大利限制令后续（调查结论或解除）与 PIPC 半年跟进结果待追踪；下载与用户数字在本册长期不记，除非出现平台或监管一手出处。EXP-003's Italian limitation follow-up (the investigation outcome or a lifting) and the PIPC six-month follow-up results remain to be tracked. Download and user numbers stay out of this register on a long-term basis, unless a platform or regulatory primary source appears.
- EXP-004 的消费级产品线与 Z.AI 整条留待下轮补核。EXP-004's consumer product line, and a Z.AI entry in full, wait for next round's verification.
- 全部种子条目的利益关系三字段为初填，入册前须逐条复核一次。The three conflicts-of-interest fields in every seed entry are first-pass values and must be re-checked once, entry by entry, before formal registration.
本页为《AI 产品出海登记册》v0.2（正式入册版）站上呈现，立册 2026-11-01，归属一号台（企业 AI 架构情报台），署名深翼 DeepWing。条目状态变化走修订记录，不覆盖原文。This page presents the AI Global Expansion Register, v0.2 (formal registration edition), opened on November 1, 2026, at Desk 1 (Enterprise AI Architecture), by DeepWing. Status changes are kept as revision records; the original text is not overwritten.