智能体行业全景透视：从Z世代需求到垂直赛道落地的深度分析

Group 1 - The report highlights that the Z generation market for intelligent agents is entering a high growth phase, driven by both policy and capital [6] - The evolution of technology is accelerating, with multi-modal and autonomy becoming core trends in the industry [6] - There is a strong willingness to pay among Z generation users, and the commercialization path for intelligent agents is clear [6] Group 2 - The Chinese intelligent agent market is experiencing rapid technological evolution and scale expansion, with a projected market size of 1,473 billion yuan in 2024, expected to surge to 3.3 trillion yuan by 2028 [14][15] - The report identifies three high-growth industrial chains to focus on: artificial intelligence and digital economy, high-end manufacturing and domestic substitution, and new energy and green technology [4][6] - Key representative companies in the AI computing field include Industrial Fulian and Zhongji Xuchuang, while semiconductor equipment leaders include Northern Huachuang and Zhongwei Company [4] Group 3 - The report outlines the vertical tracks and capital logic for intelligent agents, covering ten core areas including healthcare, finance, education, and retail [23] - In the healthcare sector, intelligent agents are being utilized for auxiliary diagnosis and patient management, showcasing their potential in high-stakes environments [23][30] - The high-end equipment manufacturing industry is characterized by high technology content and added value, playing a crucial role in the overall competitiveness of the industrial chain [24] Group 4 - The report emphasizes the challenges and future prospects of the intelligent agent industry, noting trends towards open-source technology, vertical scene application, and risk control [33] - Investment in the intelligent agent sector is increasingly focused on technology barriers, scene value, and data assets, with significant valuation premiums in high-barrier sectors like healthcare and finance [35] - The report indicates that the number of patent applications in the intelligent agent field is expected to reach 11,167 by the end of 2024, reflecting a rapid growth trend [36][41]