浙商证券：宏观政策+产业趋势共振 AI Agent深化企业服务转型

Group 1 - The core viewpoint is that China's government has set a clear policy direction for the AI industry, aiming for deep integration of AI with six key sectors by 2027, with over 70% penetration of new intelligent terminals and agents [1] - The transition of large model applications is moving from Copilot (assistance) to Agent (execution), allowing AI to independently plan tasks and make decisions without human intervention [2] - Enterprise services are identified as the primary application scenario for AI Agents, with SaaS companies in office, OA, ERP, and marketing expected to benefit significantly [3] Group 2 - Since 2025, major U.S. enterprise service companies have established AI Agents as a core strategic direction, focusing on integrating AI into existing ERP, CRM, and HRM systems [4] - Domestic companies are already seeing revenue and orders from AI applications, particularly in ERP, OA, and other key enterprise service areas, indicating significant AI empowerment [5]