Zhipu raises prices by another 10% and releases GLM-5.1, boosting its stock price!

```

The wave of AI monetization in China continues to accelerate, and Zhipu has become the latest leading player to raise prices again amid new product launches.

This week, Zhipu officially released the new generation open-source model GLM-5.1. Meanwhile, the model aggregation platform OpenRouter shows that Zhipu has raised the price of GLM by another 10%. The cloud-based call price has increased by 8% to 17% compared to the old version GLM-5 Turbo. This is at least the second price increase since 2026 by the company.

The news has boosted market sentiment, with Zhipu’s stock price surging nearly 19% during trading, and currently up 15.92%.

After this price hike, the Token price for GLM-5.1 in Coding scenarios is close to the level of Claude Sonnet 4.6 by Anthropic, showing that Zhipu is gradually aligning its product pricing with top international competitors. CEO Zhang Peng stated in the earnings call that he expects the company’s cloud model business to achieve “exponential growth.”

Second Price Increase, Monetization Momentum Continues

This is not the first time Zhipu has raised prices this year. On February 12, Zhipu implemented structural pricing adjustments to the GLM Coding Plan package, with overall increases starting from 30%.

At that time, Zhipu stated clearly in the price adjustment notice that the price rise was due to "continued strong growth in market demand, rapid increase in user scale and call volume," and that the company would simultaneously increase its investment in computing power and model optimization to guarantee service stability under high load. The plan canceled the initial purchase discount but retained the quarterly and annual subscription discounts. Existing subscribers’ prices remained unchanged, and the new prices took effect on the day of the announcement.

About two months later, Zhipu acted again. Although the price increase this time is lower than the Coding package hike in February, its coverage is wider, involving multiple billing dimensions such as cloud input Token.

GLM-5.1 is positioned as a new generation open-source model that has achieved major upgrades in programming abilities and long-duration task processing. According to an official Zhipu statement, the model can autonomously run continuously for eight hours, and its programming performance approaches Anthropic’s Claude Opus 4.6.

Industry Follows, Profit Pressure Drives Pricing Restructuring

Zhipu’s move is not an isolated case. Alibaba, Tencent and other leading Chinese AI companies have recently raised their pricing standards as well, driven by two factors: first, the rapid rise in demand for OpenAI-like intelligent services; second, investor pressure to accelerate profit realization.

Last month, Zhipu disclosed that its full-year loss for 2025 expanded to 4.7 billion yuan (about US$688 million), but its stock price still soared 35% at the time, with the market focusing on its monetization prospects rather than current losses. The release of GLM-5.1 combined with another price hike further strengthens investor confidence in Zhipu’s commercialization path, pushing its stock price to continue strong performance.

Risk Warning and DisclaimerThe market carries risks and investments should be made cautiously. This article does not constitute individual investment advice, nor does it take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their particular circumstances. Investing based on this, responsibility is at your own risk. ```