2024年中国AI Agent行业研究：创新驱动，智能技术革新

Industry Overview - The AI Agent industry in China is defined as autonomous systems capable of perceiving environments, making decisions, and executing actions to achieve specific goals without continuous human intervention [4] - The market size of AI Agents in China reached 55.4 billion yuan in 2023 and is projected to grow to 852 billion yuan by 2028, with a CAGR of 72.7% [6][16] - AI Agents are categorized into five types: simple reflex agents, model-based agents, goal-based agents, utility-based agents, and learning agents [11][12] Market Development - The AI Agent industry in China has evolved through two phases: the preliminary phase (2018-2022) with the emergence of large language models (LLMs) like BERT and GPT-3.5, and the exploration phase (2023-present) marked by the introduction of GPT-4 and AutoGPT [14][15] - Key players in the Chinese AI Agent market include Baidu, Huawei, Mianbi Intelligence, and Shizai Intelligence, which are actively investing in AI Agent R&D [5][15] - The industry is expected to transition towards productization and marketization, with AI Agents becoming deeply integrated into human life and work as "digital avatars" [4][15] Industry Chain Analysis - The upstream segment of the AI Agent industry includes infrastructure and technology providers, such as AI chip manufacturers and cloud computing platforms [19][21] - The midstream segment consists of AI Agent R&D and integrators, with companies focusing on optimizing products and exploring application scenarios [19][27] - The downstream segment involves end-users across various sectors, including smart customer service, personal assistants, autonomous driving, and software development [19][30] Market Applications - In the B2B sector, AI Agents are expected to revolutionize SaaS applications, with the market size projected to be ten times that of traditional SaaS applications [17] - In the B2C sector, AI Agents are widely used in e-commerce, education, tourism, and customer service, with applications such as intelligent customer service and AI learning assistants [17] - The smart customer service market in China exceeded 7 billion yuan in 2023 and is expected to grow to 18.13 billion yuan by 2027, with a CAGR of over 27% [31] Competitive Landscape - The first tier of the AI Agent competitive landscape in China includes Baidu, Tencent, Huawei Cloud, Alibaba Cloud, and ByteDance, which have comprehensive industry solutions and large user bases [53][57] - The second tier includes companies like iFLYTEK and Yonyou Dayi, known for their strong hardware and software capabilities [53][57] - The third tier consists of emerging players such as Shizai Intelligence, Future Intelligence, and Mianbi Intelligence, which have smaller user bases and entered the AI field later [53][57] Key Players - Baidu has developed the Wenxin Intelligent Agent Platform, leveraging its Wenxin large model to create AI Agents for various applications, including search, smart cloud, and autonomous driving [59][61] - iFLYTEK launched the Spark Cognitive Large Model in 2024, which is widely used in education and has achieved significant improvements in teaching efficiency [62][64] - Huawei has developed the Pangu-Agent framework in collaboration with research institutions, focusing on 5G communication technology and cloud-edge AI integration [66][67]