AI 编程行业深度报告 2026 年 2 月 27 日 卢芷心 S0340524100001 电话：0769-22119297 邮箱： luzhixin@dgzq.com.cn S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 超配（维持） 海外价值获验证，国内市场开启高增长周期 深 度 资料来源：iFind，东莞证券研究所 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 SAC 执业证书编号： 罗炜斌 SAC 执业证书编号： AI Coding向"自主型Agent"跃迁，未来市场空间广阔。AI Coding已 成为众多AI应用领域中落地速度最快、发展潜力最大的细分赛道之一， 其产品或功能演进高度依赖底层大模型能力的发展。当前，国际前沿编 程大模型发展由海外厂商引领，而国产大模型正展现出强劲的追赶态 势。在发展趋 ...

Core Viewpoint - Baidu has launched Comate AI IDE, an independent AI-native development environment tool, which is the first of its kind to feature multi-modal and multi-agent collaboration capabilities, significantly enhancing coding efficiency and accessibility for various user groups [2][3]. Group 1: Product Features - Comate AI IDE allows for one-click conversion of design drafts to code, with over 43% of new code generated by this tool daily [2]. - The tool supports multiple core capabilities including AI-assisted coding throughout the process, multi-agent collaboration, and enhanced multi-modal capabilities [2][3]. - The Figma To Code (F2C) feature enables high-quality code generation from design drafts, reducing repetitive labor by 80% [3]. Group 2: Market Trends - The AI coding market is expected to experience explosive growth by 2025, with self-developed independent IDEs seen as the next generation of advanced intelligent code assistants [5]. - Domestic companies like Alibaba Cloud and ByteDance are increasing their R&D investments in AI programming tools, with Alibaba Cloud's AI-assisted code generation reaching nearly 40%, a 50% increase from six months ago [4][5]. - ByteDance's TRAE product has over 80% of its engineers using AI assistance, with monthly active users exceeding 1 million [5]. Group 3: Industry Insights - The rapid development of AI coding tools is viewed as a trend that will accelerate in China, leveraging existing knowledge to reduce repetitive tasks in software development [3][4]. - Industry analysts suggest that the accelerated layout by domestic firms not only drives technological innovation but also provides developers with a more efficient and intelligent programming experience [5].