A month after the release of GLM-5.3, cybersecurity has emerged as the first vertical scenario under Z.AI (02513)'s Co-Work strategy to generate substantial recurring revenue, signaling that domestic security large language models are transitioning from capability validation to large-scale commercial deployment. Today, the Zhongguancun Independent Large Model Industry Alliance disclosed its initial progress, with 100 member companies now onboard, spanning security vendors, internet enterprises, research institutions, and financial organizations.

GLM-5.3 and GLM-5.3-Flash are being rapidly integrated into the security products and real business workflows of member firms, with applications extending from isolated pilot projects to vulnerability discovery, code auditing, and day-to-day security operations. The Cyber vertical is characterized by strong demand rigidity, high technical barriers, and frequent invocation patterns. According to available information, GLM-5.3 primarily handles high-value tasks such as multi-agent vulnerability mining, real-world security research, large-scale codebase audits, and security hardening for financial institutions.

Currently, Qi An Xin and NSFOCUS have deployed the model in their vulnerability discovery systems, while DARKNAVY utilizes the deepsec platform for real-world security research, and Ping An Health Insurance leverages the model to drive security hardening initiatives. Meanwhile, GLM-5.3-Flash covers high-frequency tasks including batch scanning, log processing, and alert analysis. Together, these two model tiers form a layered commercial framework that spans premium value tasks to mass-usage calls.

As one of the vertical domains evolved from the Coding to Co-Work paradigm, Cyber offers long-term and expansive market potential. Domestic critical infrastructure sectors—including finance, internet, energy, and telecommunications—hold substantial code assets and sustain continuous security operational demands, providing high-frequency usage scenarios for security large models. Cyber represents a 7x24 persistent high-value, long-duration task stream and is expected to become the next major market with a total addressable market surpassing Coding. The global supply chain is further validating this trajectory, as NVIDIA CEO Jensen Huang recently stated that cybersecurity is highly likely to become the next major application domain for artificial intelligence.