钉钉2小时发布20余款AI新品，AI To B入口战事升级

Core Insights - DingTalk aims to connect AI with the physical world, moving beyond traditional office software to become an AI-to-B (AIToB) entry point for integrated software and hardware solutions [1][4] Group 1: AI Strategy and Product Development - DingTalk's CEO, Chen Hang, announced over 20 new AI products at the AI DingTalk 1.1 launch event, including the first AI-focused work intelligence operating system, AgentOS [1] - AgentOS will serve as the foundation for all AI Agents on DingTalk, promoting an open AI ecosystem to attract more industry players into DingTalk's AI hardware market and collaborative ecosystem [1] - The company is accelerating the development of AI products while integrating external AI solutions through AgentOS to strengthen its position in the AIToB market [1] Group 2: Hardware Investments - DingTalk is increasing its investment in hardware, highlighted by the launch of the enterprise-level AI hardware DingTalk Real, which aims to enable AI to autonomously connect and interact with the physical world [4] - The previously released DingTalk A1 smart hardware has undergone over 2,000 co-creation sessions with clients in the past four months, with model iterations occurring every two weeks [4] - DingTalk Real is designed to maintain human control over AI operations through features like real identity authentication and real-time data management [4] Group 3: Competitive Landscape - Alibaba has positioned AI hardware as a key business direction within its consumer-facing AI initiatives, with the integration of the Tmall Genie team and Quark team to explore hardware opportunities [5] - The competition among DingTalk, Feishu, and Tencent Meeting in the AI spreadsheet domain is expected to intensify, with both DingTalk and Feishu continuously enhancing their product capabilities [5] - DingTalk is shifting its focus in AI spreadsheets to create an application development platform, allowing enterprises to generate AI applications from Excel-based data through various input methods [6]