AI需求井喷这一年，腾讯云伙伴生态再加码

Core Insights - Tencent Cloud's "Qianyu Plan" aims to foster ecosystem growth by aligning values with partners, emphasizing the importance of shared values in business longevity and breadth [1] - The AI-driven surge in cloud demand has led to a 300-fold increase in daily token consumption in China, prompting Tencent to encourage flexible commercial collaborations among ecosystem partners to deliver AI solutions effectively [1][2] Group 1: Ecosystem Growth and Collaboration - The "Qianyu Plan" launched in 2021 has seen a 153% growth in the "integrated" cooperation model by 2025, with project completions exceeding 150% compared to the previous year [2] - Tencent Cloud is enhancing cross-industry collaboration in retail, tourism, hospitality, and real estate, creating new business opportunities for partners [2] - Partners are increasingly exploring AI and international expansion as growth hotspots, with Tencent responding quickly to these market trends [2] Group 2: Digital Transformation in Agriculture - Tencent's cloud services are being utilized in agriculture, particularly in dairy farming, where digital transformation is crucial for managing large-scale operations [3][4] - The project with a dairy company focuses on optimizing the input-output ratio of milk production through digital tools, enhancing operational efficiency and decision-making [5] - The integration of Tencent's WeChat Work into farm management has improved data accuracy and operational efficiency, facilitating better communication across the supply chain [5] Group 3: Data-Driven Insights in Fast-Moving Consumer Goods (FMCG) - Companies like Jingque Technology are leveraging Tencent's extensive data ecosystem to refine their go-to-market strategies, focusing on high-value retail locations rather than broad distribution [6][7] - The use of Tencent's location-based services has enabled FMCG brands to optimize product placement and inventory management based on consumer behavior insights [7] - As more B2B companies integrate into Tencent's cloud ecosystem, the demand for data-driven solutions is driving deeper collaborations [7][8] Group 4: AI Integration and Future Prospects - The rise of AI has led to the development of various AI agents by partners like Jingque Technology, enhancing business management and decision-making processes [8][9] - Future plans include creating comprehensive financial management AI tools that integrate business and financial data for better decision-making [9][10] - Tencent's AI capabilities are being applied across multiple sectors, including gaming, healthcare, and hospitality, indicating a broad potential for AI integration in business operations [10][11] Group 5: Strategic Partnerships and Market Positioning - Tencent positions itself as a co-creator rather than a competitor in the market, fostering collaborative relationships with partners to meet customer needs effectively [12] - The synergy between Tencent's technological strengths and partners' industry expertise is seen as a key opportunity for future growth [12] - The focus for 2026 will be on deepening technical capabilities and delivering sustainable growth through the "Qianyu Plan" [12]