先进制造行业周报：AI Agent（人工智能体）技术突破或引发AI普惠化应用燎原之势

Industry Investment Rating - The industry is rated as "Overweight" [20] Core Viewpoints - The breakthrough in AI Agent technology is expected to trigger a widespread application of AI, leading to a transformative impact across industries [21][37] - The integration of "large models + multimodal + intelligent agents" has become an industry consensus, with AI Agent technology poised to drive significant advancements [21][37] - By 2028, at least 15% of daily work decisions are predicted to be autonomously handled by Agentic AI [21] Key Companies and AI Agent Platforms - Google: Released Gemini 2 0, featuring Agentic AI capabilities with prototypes like Project Astra, Project Mariner, and Jules, each optimized for specific applications [7][8][10][12] - Salesforce: Launched Agentforce 2 0, which enhances reasoning engines and offers No-Code features, enabling businesses to deploy AI Agents without programming expertise [27][23] - ByteDance: Introduced Coze 1 5, a platform for creating and managing AI chatbots and agents, supporting both single and multi-agent modes, with over 1 million active developers [50][51] - Other Key Players: Companies like Baidu, Tencent, Alibaba, and Huawei have also developed AI Agent platforms, such as Baidu's Wenxin, Tencent's Hunyuan, and Alibaba's Tongyi Qianwen [30] AI Agent Capabilities and Applications - Service Agents: AI can replace traditional chatbots, handling a wide range of service issues without pre-programming, improving customer service efficiency [1] - Sales Development Representatives (SDR): AI can interact with potential customers 24/7, manage objections, and schedule meetings, allowing sales teams to focus on deeper customer relationships [2] - Sales Coaching: AI provides personalized role-playing sessions for sales teams, using Salesforce data and generative AI to help practice pitches and objections [3] - Knowledge Retrieval: AI agents can securely access public data through Einstein Trust Layer, expanding their knowledge base [5] - Programming Assistance: Jules, an AI programming assistant, can autonomously fix software bugs and prepare code changes, integrating directly into GitHub workflows [17][12] Industry Trends and Investment Opportunities - Humanoid Robots: The industry is expected to see a cumulative demand of approximately 2 million units by 2030, with significant breakthroughs in core components [21] - Photovoltaic Equipment: N-type penetration is accelerating, with leading companies strengthening their competitive advantages through technological innovation and scale effects [39] - Energy Storage: Policy support is driving growth in both power generation and user-side energy storage, with key opportunities in batteries, inverters, and integration [26][39] - Semiconductor Equipment: The global market is projected to reach $140 billion by 2030, with China's share increasing but domestic production rates still low [59] - Hydrogen Energy: Green hydrogen, aligned with carbon neutrality goals, is gaining traction, with opportunities in photovoltaic and wind-based hydrogen production [26][39] Key Investment Recommendations - Computing Power: Focus on companies like Cambricon, Hygon, and Inspur [21][37] - AI Applications: Key players include Kingsoft Office, Wanxing Technology, and Kunlun Wanwei [21][37] - Intelligent Terminals: Companies like Thundersoft, Dahua Technology, and EZVIZ are recommended for their advancements in smart terminals and embodied intelligence [21][37]