Zheng Quan Shi Bao Wang·2025-12-10 01:21Core Insights - The global AI agent market is experiencing explosive growth, with significant advancements in AI capabilities for mobile operations [1][3]. Group 1: AI Agent Development - Zhiyu announced the open-source of its core AI agent model AutoGLM, which can perform complex mobile operations such as food ordering and flight booking [2]. - AutoGLM supports over 50 high-frequency Chinese applications, marking it as the first AI agent with mobile operation capabilities [2]. - Zhiyu's GLM-4.5 ranked third globally in a comprehensive evaluation of AI capabilities, indicating strong market recognition [2]. Group 2: Market Growth Projections - The global AI agent market is projected to reach $11.3 billion by 2025 and nearly $50 billion by 2030, with a compound annual growth rate (CAGR) exceeding 30% in China from 2025 to 2030 [3][6]. - The Chinese AI agent market is expected to grow from 6.9 billion yuan in 2025 to nearly 30 billion yuan by 2030 [3]. Group 3: Capital Expenditure Trends - Major global tech companies are increasing capital expenditures to accelerate the commercial application of generative AI [5]. - China's four major cloud service providers have spent approximately $45 billion on capital expenditures over the past 12 months [6]. - The capital expenditure for AI agent concept stocks in the A-share market is projected to reach 26.53 billion yuan in 2024, a year-on-year increase of over 10% [6]. Group 4: Stock Performance and Institutional Interest - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% [7]. - Eight concept stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8]. - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7].