【深圳商报讯】（记者 陈姝 陈小慧）12月23日，钉钉在杭州召开AI钉钉1.1新品发布暨生态大会，一次 性发布20多款AI新品，其中包括企业级AI硬件DingTalk Real。钉钉创始人、CEO陈航在会上说， DingTalk Real就像是"AI的身体"。 最引人注目的是DingTalk Real。今年8月，钉钉首次推出AI硬件DingTalk A1，其中旗舰版已于9月上 市。而在此次发布会前，业内也曾爆出钉钉正在进行一项神秘的"D计划"。 陈航在会上介绍，DingTalk Real是钉钉Agent OS在物理世界的关键延伸，像是"AI的身体"，它解决了AI Agent在复杂企业环境中安全、可信地执行任务，为千行百业规模化安全部署高价值AI Agent提供了物 理环境。他表示，DingTalk Real在设计上充分考虑安全性与可控性。若出现极端情况，用户可通过断电 方式实现紧急终止，确保系统始终处于可管理状态。 近期数据显示，2025年国内协同办公市场中，钉钉、飞书，加上企业微信三足鼎立。QuestMobile数据 显示，这3款产品的合计市场覆盖率已达92%，钉钉以约2亿月活用户位居第一；企业微信月活约1 ...

Core Insights - DingTalk has launched an AI entrepreneurship assistant targeting small businesses and micro-enterprises, indicating a strategic shift towards the small and medium-sized enterprise (SME) market [1] - The competition between DingTalk and Feishu is intensifying, with both platforms vying for market share among SMEs, which are becoming the new growth target as larger enterprises reach saturation [2][5] - The collaborative office market in China is dominated by DingTalk, Feishu, and WeChat Work, which collectively cover 92% of the market, with DingTalk leading with approximately 200 million monthly active users [1][2] Market Dynamics - The collaborative office market is projected to see DingTalk, Feishu, and WeChat Work competing fiercely for SME clients, as many larger companies have developed proprietary platforms [4][5] - SMEs account for over 80% of all enterprises in China, with a coverage rate exceeding 65% in lower-tier cities, making them a crucial segment for growth [5][6] - DingTalk has a significant market presence, with 58% of its commercial clients being small and micro enterprises, while Feishu leverages its connection with Douyin for marketing advantages [6][7] User Experience and Challenges - Many SMEs face challenges in effectively utilizing collaborative tools, often leading to issues such as information overload and inefficient processes [8][17] - A survey indicated that user satisfaction for DingTalk is only 65%, while Feishu's is slightly better at 78%, highlighting potential areas for improvement in user experience [19] - SMEs often struggle with the complexity and redundancy of features in collaborative platforms, leading to underutilization of available functionalities [17][18] Future Trends - The collaborative office sector is increasingly integrating AI capabilities, with both DingTalk and Feishu enhancing their offerings to include AI-driven features [11][13] - The global collaborative office software market is expected to grow from $14.06 billion in 2022 to $18.4 billion by 2027, with a compound annual growth rate of 5.5% [22] - Both DingTalk and Feishu are expanding their international presence, targeting markets in Southeast Asia and beyond, as they seek to tap into the growing demand for collaborative tools [21][24] Competitive Landscape - The competition in the overseas market is fierce, with established players like Slack, Google, and Microsoft already dominating, posing challenges for DingTalk and Feishu [24][26] - The user adoption of collaborative tools in developed markets may be lower due to cultural differences in workplace management, complicating the expansion efforts of DingTalk and Feishu [24][28] - The focus on SMEs in Southeast Asia is significant, as they represent a large portion of the market, but the challenges of penetrating this segment remain [27][28]

Core Viewpoint - Kingsoft Office has upgraded WPS 365 to a global one-stop AI collaborative office platform, introducing new products such as WPS Lingxi Enterprise Edition and Team Space, along with upgrades to its core AI products, aiming to maximize organizational efficiency and integrate various office tools at a competitive cost [1][3][6]. Group 1: Product Offerings - WPS 365 now features a comprehensive product matrix that integrates messaging, documents, meetings, emails, and smart document libraries, addressing challenges faced by expanding organizations [3][4]. - The newly launched "Team Space" allows teams to create dedicated collaborative spaces for projects, enhancing the precision of AI-driven business knowledge acquisition [3][4]. - The international version of WPS 365 will support cross-regional and cross-language operations, ensuring compatibility with Microsoft 365 [4][6]. Group 2: Cost Efficiency - WPS 365 offers a cost-effective solution, with total ownership costs being less than one-third of the industry average, integrating functionalities of multiple high-cost software products [6][7]. - The cost comparison shows that purchasing WPS 365 at 1,500 RMB is significantly cheaper than acquiring equivalent functionalities from various other software, which would total around 5,700 RMB [6][7]. Group 3: Data Security and Compliance - WPS 365 emphasizes data security, offering private, public, and hybrid cloud deployment options, along with a self-developed private engine that ensures low-cost operation and continuous upgrades [7][9]. - The platform provides comprehensive security strategies covering the entire data lifecycle, addressing challenges related to data sovereignty and standardization [7][9]. Group 4: AI Integration and Organizational Intelligence - The AI platform within WPS 365 enables organizations to upgrade existing systems intelligently, facilitating the extraction and analysis of data from accumulated documents [9][10]. - The "Enterprise Brain" concept aims to activate organizational knowledge, allowing the platform to understand data, organization structure, and business needs [10][13]. - The intelligent document library and AI-driven search functionalities enhance knowledge retrieval and document management efficiency [13][14]. Group 5: Market Impact and Growth - WPS 365 has served over one million enterprise clients, including more than 18,000 major government and enterprise customers, demonstrating its widespread adoption across various industries [15]. - The revenue growth of WPS 365 has been significant, with quarterly revenues showing over 60% year-on-year growth, indicating its role as a key growth driver for Kingsoft Office [15].

Core Insights - The article discusses the launch of Kingsoft Office's new WPS Multi-Dimensional Spreadsheet, which aims to address new demands in enterprise information management and collaboration [1][4] - The product is designed to complement traditional spreadsheets and includes features such as multiple views, mini-programs, and automated processes, fully integrating AI capabilities [1][4] Group 1: Product Features - WPS Multi-Dimensional Spreadsheet has surpassed 100 million daily active devices, indicating strong user engagement [1] - The product includes 1,465 official templates for various applications, such as surveys and order collection, enabling immediate usability [5] - AI data processing capabilities allow for intelligent data analysis and extraction of key information from documents, enhancing operational efficiency [5] Group 2: Market Context - The competitive landscape includes other players like DingTalk, WeChat Work, and Feishu, all of which have launched their own AI spreadsheet products [6] - Kingsoft Office's advantage lies in its comprehensive document-based approach, targeted AI training, and superior openness compared to competitors [6][7] Group 3: User Benefits - The WPS Multi-Dimensional Spreadsheet addresses the challenge of data fragmentation across departments, facilitating better collaboration and decision-making [4] - It has been reported that a leading e-commerce company improved application development efficiency by 95% and decision-making efficiency by 60% using the product [9] - The system has been successfully implemented in various sectors, including public safety and education, demonstrating its versatility and effectiveness [9]

Core Insights - Kingsoft Office has officially launched its multidimensional spreadsheet product, entering a competitive market dominated by major players like Feishu, DingTalk, and WeChat Work [3][4] - The company reported that the daily active device count for its WPS spreadsheet series has surpassed 100 million [3] - The motivation behind launching the multidimensional spreadsheet was the realization that traditional document and instant messaging systems no longer meet all user needs in office scenarios [3][4] Market Context - Traditional spreadsheets focus on individual and small team data processing, but as information technology expands into frontline business, these tools have become less applicable [4] - There is a growing need for multidimensional spreadsheets to address the challenges of data fragmentation across various systems within enterprises, which complicates collaboration and decision-making [4][5] - Major competitors have recently introduced their own multidimensional spreadsheet solutions, with DingTalk launching an AI spreadsheet and Feishu claiming a 12-month lead over DingTalk [4][5] Product Differentiation - Kingsoft Office aims to position its multidimensional spreadsheet as a "capillary" rather than a "main artery," meaning it will not replace existing ERP/CRM systems but will instead connect business processes and allow frontline employees to build lightweight systems [5] - The company emphasizes that its multidimensional spreadsheet will be the most open product in the market, focusing on integrating AI capabilities while maintaining the advantages of traditional spreadsheets [5]

Core Insights - Kingsoft Office announced that its WPS spreadsheet series has surpassed 100 million daily active devices in China [1] - The new generation of WPS multidimensional spreadsheets complements traditional spreadsheets and is designed as a lightweight management application for organizations [1] - The product features multiple views, mini-programs, and automated processes, fully integrating AI and open capabilities to meet enterprise collaboration needs [1]

Core Insights - Kingsoft Office is showcasing its WPS 365 at GITEX GLOBAL 2025 to accelerate its expansion in the Middle East market [1][2] - The company signed a strategic cooperation agreement with Oman Telecommunications Company to promote WPS 365 International Edition to enterprise clients in Oman [2] Company Strategy - Kingsoft Office aims to position WPS 365 as a leading collaborative office product globally, emphasizing its comprehensive capabilities [2] - The company recognizes the growing demand for smart office solutions and green technology in the Middle East, which provides a favorable environment for collaboration with local tech institutions [2] Market Presence - Kingsoft Office currently serves users in over 220 countries and regions worldwide [2] - The overseas version of WPS 365 is set to be released by the end of the year, indicating a commitment to international market penetration [2]

Core Insights - Xiaomi's collaboration with Kingsoft Office has significantly improved the efficiency of its chip design team's document management and technical review processes, achieving a 77% reduction in review time from 30 days to 7 days [2][3] Group 1: Document Management and Efficiency - The Xiaomi chip team manages over a million research and development documents, utilizing WPS 365 for enhanced document security and efficiency [2] - WPS 365 employs a single-file permission management system, allowing for fine-grained and automated version control, which is crucial for high-sensitivity chip design documents [2] - The integration of real-time document review tools within WPS 365 allows experts to provide feedback directly on documents, increasing transparency and collaboration among project members [2] Group 2: Industry Leadership and Collaboration - The partnership between Xiaomi and Kingsoft Office represents a significant advancement in private network collaboration tools tailored for high-end manufacturing sectors, particularly in chip design [3] - The full-stack private deployment of WPS 365 covers document storage, collaborative editing, and instant messaging, setting a new standard for efficiency in the industry [3] - The ongoing exploration of integrating private AI into the development network aims to further enhance collaborative efficiency within the Xiaomi chip team [3]

Core Viewpoint - The article discusses the recent government initiative to integrate artificial intelligence (AI) into various industries, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and a transition to an intelligent economy by 2035 [3][4]. Group 1: AI Reshaping Workflows - By 2027, intelligent agents are expected to revolutionize task allocation and execution in enterprises, impacting at least 40% of knowledge work in the G2000 companies [5]. - Companies like DingTalk, Feishu, and WeChat Work are rapidly adopting AI to reshape workflows, with DingTalk launching AI table functions and other AI products to enhance operational efficiency [6][8]. - The competition among these platforms is intense, with each striving to establish a strong AI presence and demonstrate capabilities in AI tables, intelligent search, and automated summaries [8][9]. Group 2: Future of AI in Office Work - Chinese enterprises are increasingly exploring innovative models for AI integration, focusing on identifying high-frequency, high-value application scenarios before deepening their AI usage [11]. - Different strategies are being employed by DingTalk, Feishu, and WeChat Work, with DingTalk emphasizing a complete workflow overhaul, while Feishu focuses on functional efficiency and WeChat Work aims to lower the barriers for AI integration [12][13]. - The smart office market in China reached 135.34 billion yuan in 2023, with projections of 176.82 billion yuan by 2025, indicating a robust annual growth rate of approximately 35% [14].

Group 1 - The core competition in the collaborative office sector is shifting from user scale to AI capabilities, with ByteDance's Feishu, Tencent's WeChat Work, and Alibaba's DingTalk all launching new AI features [1][4] - Feishu introduced an "AI Product Maturity Model" to categorize its AI functionalities, with recent products achieving M3 maturity, indicating stable performance in common scenarios [4][6] - WeChat Work focuses on integrating AI capabilities within the WeChat ecosystem, launching features like intelligent search and summaries to address common business pain points [4][5] Group 2 - DingTalk's recent updates reflect Alibaba's commitment to restructuring its ecosystem, introducing over 10 AI products, including DingTalk One and AI transcription tools [5][6] - The competitive landscape is characterized by increasing feature homogeneity among the three platforms, with a shift from "having what others lack" to "having superior offerings" [6][7] - All three platforms are facing profitability challenges, with WeChat Work aiming to achieve profitability before DingTalk and Feishu, despite significant user engagement [6][8][9] Group 3 - Feishu reported an ARR of $200 million in 2023, with expectations to exceed $300 million in 2024, although it remains in a loss position [9][10] - DingTalk announced an ARR of $200 million for the first half of the 2025 fiscal year, with plans to reach breakeven by 2025 [8][10] - The collaborative office sector is entering a new AI-driven phase, with all three platforms needing to convert technological investments into sustainable business models [10]