Midea Group(SZ:000333) Mei Ri Jing Ji Xin Wen·2026-01-20 12:19Core Insights - The core viewpoint of the articles emphasizes the accelerating commercialization of AI agents, with a focus on how companies are leveraging AI to unlock new business value and enhance operational efficiency in various sectors [1][2][4]. Group 1: AI Agent Development and Commercialization - In 2026, the competition in AI agents will shift towards unlocking the next wave of commercial value, with a significant increase in the number of AI agents being developed and deployed [2][4]. - Midea Group has launched the Meiqing AIGC 3.1 platform and intelligent agent factory solutions, highlighting the importance of AI strategy and the construction of agent capabilities [1][3]. - Midea has created over 13,000 AI agents in the past three years, with 158 agents contributing 95% of the value output, although only 0.2% have been commercialized [1][4]. Group 2: Financial Impact and Projections - Midea Group aims to reduce costs by 600 million yuan in 2025 and over 900 million yuan in 2026 through AI initiatives [1][4]. - The AI agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate of 44.8% [4]. Group 3: Strategic Focus and Future Plans - Midea's strategy involves a phased approach to AI capabilities, progressing from embedding AI in processes to collaborative work with AI, and ultimately to full automation through agents [4]. - The company plans to release 20 to 30 new AI agent products, expanding its offerings to over 40 agents for external sales, focusing on general and manufacturing-specific applications [2][3].