消费行业：Manus发布，关注AI+服务场景

Core Insights - The report highlights the launch of Manus, the world's first AI Agent product by Monica.im, which can autonomously execute complex tasks across various domains such as travel planning and operational analysis [2] - Manus demonstrates full-chain task execution capabilities, distinguishing itself from conventional AI workflows by autonomously breaking down tasks, utilizing toolchains, and adjusting execution paths in real-time [2] - The emergence of leading AI models and application products like DeepSeek and Manus is expected to significantly transform the Chinese consumer industry, enhancing digitalization across marketing, sales, distribution, and operational processes [2] Industry Overview - The report emphasizes the profound impact of digitalization and IoT technologies on the consumer industry, leading to changes such as supply chain digitization, channel flattening, and the rise of e-commerce [2] - AI Agents are anticipated to play a crucial role in various sectors, from virtual assistants to industrial robots, as they become increasingly intelligent and capable of providing efficient and precise services [2] Sector-Specific Applications - In the education sector, AI is expected to reshape teaching, learning, management, and assessment, enhancing educational efficiency and equity while enabling personalized learning experiences [2] - For enterprise services, AI can streamline operational processes and improve management efficiency, with AI Agents helping to reduce labor costs and enhance workforce utilization [2] Investment Recommendations - The report suggests focusing on AI+ service applications in the B2B sector, particularly in human resources and cross-border e-commerce, recommending companies such as Beijing Renli, Foreign Service Holdings, and Miao Exhibition [2] - For B2C applications, attention is directed towards OTA, local life services, and the education sector, recommending companies like Ctrip Group, Tongcheng Travel, and Doushen Education [2]