360 Security Technology (SH:601360) Xin Lang Cai Jing·2026-01-26 09:28Core Insights - The core prediction is that by 2026, the world will enter the "hundred billion intelligent agent" era, with China positioned to seize this strategic opportunity [1][6] - The year 2024 is identified as the year of pursuing large models, while 2025 will be a transition and upgrade period [1][6] Group 1: Five Forces Model - The "Five Forces Model" is introduced, which includes "Electricity—Computing Power—Intelligence + Human Power—Productivity" [3][8] - General computing power must be transformed into specialized intelligence to avoid the illusion of "computing power surplus" [3][8] - The transformation relies on industry experts injecting unique "tacit knowledge" into models, enabling intelligent agents to address real-world pain points [3][8] Group 2: Computing Power Market - There is a common misconception in the industry that "training computing power" and "inference computing power" are the same; training power is the entry ticket for large companies, while the real demand will be for inference power [3][8] - The consumption of computing power is expected to grow exponentially, potentially increasing by 1 billion times over the next decade, driven by applications in complex tasks like short drama production and education [3][8] Group 3: Product Launch - 360 Group plans to launch a "short drama intelligent agent" aimed at significantly lowering the barriers to content creation, allowing ordinary users to generate large-scale content from simple inputs [4][9] - The product has been tested by the founder, demonstrating its capability to empower individual creators in the new media space [4][9] Group 4: Intelligent Agent Economy - The concept of the "intelligent agent economy" is emphasized, predicting a fundamental change in how humans interact with software and the internet [4][9] - The internet is expected to split into two: one serving humans for information consumption and entertainment, and another serving intelligent agents for high-frequency data exchange and task execution [4][9] Group 5: E-commerce and Service Industry Transformation - The traditional "human finds goods" model will shift to an intelligent agent proxy model, where agents will handle tasks like price comparison and payment automatically [5][10] - New trust and settlement systems will emerge, focusing on verifying agent identities and ensuring transaction security, which will leverage technologies like blockchain and smart contracts [5][10] Group 6: Strategic Opportunity for China - China possesses strong electrical infrastructure, a complete industrial system, and excellent open-source model ecosystems, positioning it well to capitalize on the hundred billion intelligent agent era [5][10] - Companies are encouraged to foster an "AI-native" culture to evolve individuals into "super individuals" while maintaining safety standards to mitigate risks associated with collective intelligence [5][10]