Core Insights - The enterprise AI market is becoming a new competitive focus, with 360 Company launching an integrated platform for enterprise-level intelligent agents aimed at the government and enterprise market [1][2] - The platform is an evolution from 360's previously released L4-level enterprise intelligent agent factory SEAF, integrating hundreds of model connection protocols and thousands of ready-to-use intelligent agents [1] - The core competitiveness of enterprise intelligent agents has shifted from model scale to engineering capabilities, which includes long-context processing, multi-step execution, scalable tool orchestration, and verifiability [1][2] - The demand for intelligent solutions across industries is rapidly increasing, with IDC forecasting that generative AI will account for 18.9% of the total AI market investment in China by 2024, and 30.6% by 2028, with an investment scale exceeding $30 billion [2] - 360's differentiation in the market lies in its security technology and data compliance capabilities, as well as its partnerships through the "Thousand Industries" ecosystem [2] Financial Performance - 360's financial performance has been impacted by high R&D investments, with a revenue of 3.827 billion yuan in the first half of 2025, a year-on-year increase of 3.67%, but a net loss of 297 million yuan after deductions [3] - The R&D expenses reached 1.565 billion yuan, accounting for 40.89% of revenue, which is significantly higher compared to peers like Baidu and Alibaba [3] - Maintaining such a high level of R&D investment poses challenges for 360, which needs to balance technical investment with commercial returns [3]

Core Insights - 360 Group launched the world's first enterprise-level intelligent agent construction and operation platform covering L2 to L4 capabilities, aimed at helping government and enterprise users systematically build, utilize, and manage intelligent agents, facilitating a seamless transition into the intelligent agent era [1][2] Group 1 - The platform is designed to address the three core challenges faced by enterprise users: "cannot use, difficult to use, and lack of trust" [2] - The intelligent agent factory SEAF, launched in August, represents a significant breakthrough in enterprise-level intelligent agent technology, evolving from "0 to 1" to "1 to 10" [1][2] - The platform offers a comprehensive lifecycle solution for intelligent agents, covering development, management, and operational usage, with support for private deployment and adaptation to trusted environments [2] Group 2 - The intelligent agent platform has achieved deep integration with various industries, including urban industries, aviation, healthcare, education, and government, creating applications with closed-loop capabilities of "perception-decision-execution" [2] - The "Thousand Industries" industry ecosystem cooperation plan was officially launched, aiming to provide comprehensive empowerment from solutions to cooperation support, addressing the last mile of AI value transformation [4]

Core Insights - 360 launched a new enterprise-level intelligent agent construction and operation platform at the "Agent+千行智变" product release conference, aimed at helping government and enterprise users systematically build, utilize, and manage intelligent agents, facilitating a seamless transition into the intelligent agent era [1][2] Group 1: Product Development - The platform encompasses L2 to L4 level intelligent agents, representing a significant evolution from the previously introduced L4 level enterprise intelligent agent factory, SEAF, which was designed to assist enterprises in achieving breakthroughs from "0 to 1" [1] - SEAF is equipped with eight foundational infrastructures and ten enhanced capabilities, integrating tools, resources, and functional modules necessary for agent development, addressing the inefficiencies of open-source intelligent agent platforms [2] Group 2: Application and Flexibility - SEAF supports a flexible combination of multiple models, knowledge bases, and MCP capabilities to cater to diverse enterprise needs, allowing for customizable solutions [2] - The intelligent agent factory has established a comprehensive security protection system covering the entire lifecycle of intelligent agent production and application, ensuring data compliance, privacy security, and business reliability [2] Group 3: Target Users - For C-end users, 360 has developed a nano AI multi-agent swarm based on the SEAF platform, enabling seamless generation of video content with a single command [3] - For B-end users, SEAF employs a modular intelligent agent production architecture, providing a Lego-style solution that covers all scenarios through a product matrix including AI browsers and enterprise-level intelligent agent platforms [3]