国泰海通|计算机:2025字节冬季FORCE大会展望
国泰海通证券研究·2025-12-05 10:48

Core Insights - The 2025 Volcano Engine Winter FORCE Conference is scheduled for December 18-19, focusing on Agentic AI reshaping industries, with three major announcements expected: a complete renewal of the Doubao model family, upgrades to Agent development tools, and expansion of the ecosystem [1][2]. Group 1: Doubao Model Updates - The Doubao model 1.6 series will be highlighted, showcasing improvements in reasoning, mathematics, instruction adherence, and Agent capabilities, with a 63% reduction in comprehensive costs compared to Doubao 1.5 [2]. - As of May 2025, the daily token usage for the Doubao model exceeded 16.4 trillion, with a significant increase from 120 billion tokens in May 2024 to over 30 trillion tokens by September 2025, indicating a 253-fold growth [2]. Group 2: Conference Structure and Focus - The conference will feature three main forums and 20 specialized forums, covering topics from AI in finance, education, and automotive sectors to advanced explorations of HiAgent and enterprise-level applications [3]. - The event aims to provide a comprehensive analysis of AI implementation pathways, emphasizing the upgrade of Agent development tools and ecosystem expansion [3].