Chinese securities firm optimistic about domestic large model growth

On October 19, 2026, CITIC Securities released a report highlighting the potential of DeepSeek to expand its ecosystem and commercial capabilities through its new framework, Harness. The report suggests that Harness, an open-source platform launched by DeepSeek AI in August 2026, could play a crucial role in transforming model supply into a platform ecosystem. By leveraging its engineering strengths and open-source advantages, DeepSeek aims to build a user base, enhance ecological influence, and improve commercialization. The report emphasizes that the long-term value lies in expanding the ecosystem, refining processes, and ensuring security through traceability, which will support continuous usage and enterprise deployment. CITIC Securities expressed confidence in the ongoing growth of domestic large models and DeepSeek's potential to complete its commercialization cycle through Harness. The framework's standout feature is its 'everything is a plugin' approach, allowing all agent capabilities to be delivered via the Cordis plugin system.