智能研发的点与面：蚂蚁代码大模型落地实践

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The report explores the efficiency improvements in the research and development lifecycle through the implementation of CodeFuse at Ant Group [4]. - It discusses the evolution of large models and their integration into development processes, highlighting the transition from traditional tools to AI-native platforms [20][27]. - The report emphasizes the importance of context-aware learning to address challenges such as model hallucination and incomplete code generation [41][53]. Summary by Sections 01 R&D Efficiency Exploration - CodeFuse aims to enhance the entire R&D lifecycle at Ant Group, focusing on AI-driven solutions to improve productivity [4]. - The report identifies key developer activities that consume significant time, such as code review and debugging, and suggests that AI can streamline these processes [8]. 02 Intelligent R&D Development Route - The development route of Ant Group's large models is outlined, showcasing milestones such as the release of CodeFuse 1.0 and 2.0, which support multiple programming languages and IDEs [13][15]. - The report highlights the integration of AI capabilities into traditional efficiency platforms, transitioning towards AI-native solutions that enhance user experience [25][27]. 03 Key Technologies and Challenges - The report discusses the challenges faced in code completion models, including the need for adaptive syntax granularity and the limitations of context awareness [32][33]. - It emphasizes the importance of context-aware learning to mitigate issues like model hallucination, which can lead to incorrect code generation [41][53]. 04 Future Directions - The report outlines future directions for software development, emphasizing the role of AI in automating tasks and enhancing human capabilities [59]. - It discusses the potential of multi-agent technology to create a more efficient development environment, where various agents handle different aspects of the software lifecycle [61].