2024年中国AI Agent行业研究：智能体落地千行百业，引领智能化革命的新引擎（摘要版）

Industry Overview - The AI Agent industry in China is experiencing rapid growth, with AI Agents being applied across various sectors such as finance, e-commerce, education, healthcare, manufacturing, transportation, media, energy, logistics, and government services [6][41] - AI Agents are defined as intelligent entities capable of perceiving environments, making decisions, and executing actions, distinguishing them from traditional AI by their ability to independently think and use tools to achieve goals [4][11] - The global autonomous agent market is projected to grow from $345 million in 2019 to$2.929 billion in 2024, with a CAGR of 54% [29] Key Applications - AI Agents are widely used in the financial sector for intelligent risk control, customer service, and marketing, with high data availability and market potential [6][42] - In e-commerce, AI Agents enhance user experience through personalized recommendations, intelligent customer service, and optimized shopping processes [41][42] - The healthcare sector leverages AI Agents for intelligent diagnosis, patient tracking, and personalized treatment, although data sensitivity remains a challenge [41][42] Market Drivers - The growth of AI Agents is driven by the increasing data production and computing power in China, with data output reaching 8.1 ZB in 2022 and computing power reaching 230 EFLOPS in 2023 [31] - Domestic large model manufacturers are accelerating the deployment of AI Agents to differentiate themselves from competitors, with 238 domestic large models released by October 2023 [31] - The demand for AI Agents in downstream industries is rising, with the AI industry market size in China expected to grow from 371.6 billion yuan in 2022 to 1.5372 trillion yuan by 2027 [31] Industry Ecosystem - The AI Agent industry ecosystem consists of infrastructure, platform framework, and vertical application layers, with companies like Alibaba Cloud, Huawei, and Tencent leading the platform framework layer [32][33] - Companies in the platform framework layer are categorized into AIGC-native, internet giants, enterprise software/SaaS, RPA, low-code/no-code, and 3C hardware manufacturers, each leveraging their unique advantages to enter the AI Agent market [33] Business Models - AI Agent business models include Software as a Service (SaaS), Agent as a Service (AaaS), LLM as a Service (MaaS), and Agent Store, among others [34][35] - The SaaS model allows users to access AI Agent services via the internet, simplifying usage and maintenance [34] - The Agent Store model, pioneered by OpenAI's GPT Store, offers a platform for users to customize and optimize AI solutions based on their specific needs [34] Future Trends - The development of AI Agents is moving towards more autonomous and adaptive systems, with Job Agents expected to grow rapidly in the short term [38] - Future AI Agents will focus on enhancing environment understanding, long-term memory, and self-learning capabilities, aiming for more sophisticated and autonomous operations [38][39]