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信息服务行业专题报告：AI Agent（智能体）：从技术概念到场景落地
海通证券·2024-09-18 12:13

Industry Overview - The AI Agent market is rapidly evolving, with significant advancements in multi-agent systems and multi-modal models [1][2] - The global AI market is projected to exceed 6trillionby2025,withChina′sAImarketexpectedtosurpass6 trillion by 2025, with China's AI market expected to surpass 26 billion by 2026 [2][34] - AI Agents are being applied across various sectors including government, finance, manufacturing, energy, healthcare, and retail, driving intelligent applications towards multi-modal and cross-modal transformations [2][34] AI Agent Technology - AI Agents are built on large language models (LLMs) and possess capabilities such as long-term and short-term memory, autonomous planning, tool usage, and task execution [10][12] - Single-agent systems are suitable for simple tasks, while multi-agent systems excel in complex environments through cooperation or competition [14][15] - Multi-modal AI Agents leverage heterogeneous data (text, images, audio) to enhance task efficiency and solve cross-domain problems [49][51] Applications of AI Agents - Automation: Microsoft's AutoGen demonstrates the effectiveness of multi-agent communication in improving AI problem-solving accuracy and task completion [21][25] - Emotional Support: Emotional AI Agents, such as Replika, provide companionship and have gained significant user traction, with a projected market size of 200billionby2026[28][66]−∗∗RetailandInventoryManagement∗∗:Markovate′sShopSpotusesAIAgentsforinventorymanagement,demandforecasting,andcustomerinteraction[63][64]CostandEfficiency−ThecostofrunningAIAgentsishigherthantraditionalLLMsduetotokenconsumptionanderrorloopsduringinteractions[30][33]−CommercialAIAgentsfacechallengesinbalancingcostandvalue,especiallyinhigh−precisionindustrieslikestocktrading[33]−SkyAgentsofferscostadvantageswithlowertokenpricescomparedtoOpenAI,makingitacompetitiveoptionforbusinesses[77][78]PolicyandMarketGrowth−GovernmentsworldwideareacceleratingAIdevelopmentthroughpoliciesandfunding,withChinaandtheUSleadinginAIinvestments[35][42]−TheglobalautonomousAIandautonomousagentsmarketisexpectedtogrowfrom200 billion by 2026 [28][66] - **Retail and Inventory Management**: Markovate's ShopSpot uses AI Agents for inventory management, demand forecasting, and customer interaction [63][64] Cost and Efficiency - The cost of running AI Agents is higher than traditional LLMs due to token consumption and error loops during interactions [30][33] - Commercial AI Agents face challenges in balancing cost and value, especially in high-precision industries like stock trading [33] - SkyAgents offers cost advantages with lower token prices compared to OpenAI, making it a competitive option for businesses [77][78] Policy and Market Growth - Governments worldwide are accelerating AI development through policies and funding, with China and the US leading in AI investments [35][42] - The global autonomous AI and autonomous agents market is expected to grow from 3.45 billion in 2019 to $29.92 billion by 2024, with a CAGR of 54% [52] Key Companies and Innovations - LeewayHertz: Provides customized AI solutions across healthcare, finance, and logistics, with a focus on improving operational efficiency [56][60] - Character AI: Developed a neural language model for creating interactive AI Agents, with a strong community focus and low-cost operations [69][73] - SkyAgents: Leverages the TianGong large model platform to offer cost-effective AI solutions with faster response times [76][77] - Tencent's AppAgent: A multi-modal AI Agent capable of operating smartphone apps through simulated human interactions, enhancing privacy and adaptability [85][89] Future Outlook - AI Agents are expected to transition from conceptual frameworks to practical applications, becoming essential tools across industries [92][93] - The integration of multi-modal AI Agents will drive the next wave of intelligent applications, with significant potential for commercialization [49][93]