CMS·2025-03-19 07:48Investment Rating - The report maintains a "Recommendation" rating for the AI Agent industry, indicating a positive outlook for investment opportunities in this sector [4]. Core Insights - The AI Agent industry is experiencing a transformative phase, driven by advancements in AI technology and the increasing demand for automation and intelligent decision-making in various sectors [8][21]. - The global AI Agent market is projected to grow significantly, with estimates suggesting a compound annual growth rate (CAGR) of 44.8%, reaching approximately $47.1 billion by 2030 [30]. - The Chinese AI Agent market is expected to expand from 55.4 billion yuan in 2023 to 852 billion yuan by 2028, reflecting a robust CAGR of 72.7% [30]. Summary by Sections 1. Industry Overview - AI Agents are defined as intelligent decision-making systems based on large language models, capable of autonomously handling complex tasks [14]. - The classification of AI Agents can be based on technical characteristics, autonomy, functional modes, and application scenarios [14][15]. 2. Development History - The evolution of AI Agents began with the introduction of the BERT model by Google in 2018, followed by the release of various large language models, including OpenAI's GPT series [23][26]. - The emergence of large language models (LLMs) has significantly enhanced the capabilities of AI Agents, enabling them to perform a wide range of tasks and adapt to various contexts [26]. 3. Current Industry Status - The industry is entering a product launch cycle, with major tech companies accelerating the deployment of AI Agents [34]. - AI Agent products are categorized into vertical applications and ecological general platforms, with notable advancements from both domestic and international companies [34][36]. 4. Empowering Enterprise Management - AI Agents are facilitating intelligent decision-making and operational efficiency in enterprise management, particularly through integration with ERP and OA systems [52]. - The report highlights that by 2028, at least 15% of daily work decisions are expected to be made autonomously by AI Agents [52]. 5. E-commerce Transformation - The e-commerce sector is identified as a key beneficiary of AI Agent technology, which is expected to revolutionize the shopping experience through personalized recommendations and automated content generation [3][52]. - AI Agents are enhancing content production, distribution, and advertising effectiveness within the e-commerce ecosystem [52]. 6. Market Potential and Growth - The report emphasizes the vast market potential for AI Agents across various industries, including finance, retail, education, healthcare, and government [18][30]. - The increasing digitalization and supportive policies are expected to drive the healthy development of the AI Agent industry [30].