TENCENT(HK:00700) Xuan Gu Bao·2025-09-16 23:21Group 1 - Tencent's products have over 40% of new code generated by AI, with 35% of tasks reviewed by AI, leading to a 34% increase in monthly delivery by programmers and a 10% reduction in delivery cycles [1] - OpenAI's GPT-5-Codex, released on September 16, has quickly captured 40% of the traffic of its predecessor Codex within two and a half hours of launch [1] - AI programming is the highest penetration scenario for both consumer and business sectors, with 47% of surveyed U.S. adults using AI in daily programming and over 60% of enterprises employing AI in programming tasks [1] Group 2 - The global AI programming market is projected to reach between $64.8 billion and $105.6 billion in the medium to long term, driven by an increase in user base as foundational model capabilities improve [2] - Low-code AI programming tools like Lovable and Replit can generate complete applications based on natural language requirements, expanding the user base from professional developers to all product developers, with GitHub estimating 1 billion such users by 2030 [2] Group 3 - Zhuoyi Information is identified as a leading domestic AI programming company, promoting the free trial of its SnapDevelop (IDE+AI) 2026 version [3] - Zhongke Chuangda's Rubik Studio AI programming tool supports multiple mainstream programming languages and enhances coding efficiency through features like code generation, completion, detection, solution generation, and software engineering testing [3]