云服务调研 20251121 摘要 公司三季度观察到客户对智能体应用场景需求明确，尤其在电商和定制 家居行业，通过联动业务和 IT 部门，按优先级推进 AI 项目，提升营销 和运营效率。 定制家居行业案例显示，通过 AIGC 中台集中管理素材和知识库，销售 人员可利用 AI 生成个性化视频，提升营销效果，减轻总部负担，但仍需 设计师提供基础素材。 AI 技术简化定制家居设计流程，设计师可将专业渲染图与平台结合，自 动化处理和个性化输出，为高净值客户提供定制化视频，提升客户体验。 项目自 9 月落地以来，已在全国 20%区域内测，反馈积极，未来计划扩 大至全国门店，但因定制化视频成本较高，初期主要针对高净值用户。 云资源消耗主要由 AI 带动，预计全面铺开后用量将增加 5-6 倍，收费模 式基于火山引擎、方舟及知识库数据库等云资源消耗。 明年增量预期包括现有业务 5-6 倍增长空间，以及拓展外呼系统、代码 开发辅助平台等新 AI 产品应用，代码开发 AI 解决方案预计 2026 年可 直接投入使用。 当前业务需求旺盛，但市场内卷严重，服务质量参差不齐，未来火山引 擎可能发布纯自然语言驱动智能体，削弱服务商在通用 ...

Core Viewpoint - The company Beike (688793.SH) has successfully integrated the Doubao large model into its products through collaboration with Volcano Engine cloud services, enhancing its product intelligence [1] Group 1 - The company is leveraging cloud services from Volcano Engine for its operations [1] - The integration of the Doubao large model is aimed at injecting new intelligent capabilities into the company's products [1]

Group 1 - The company Sanqi Interactive Entertainment (stock code: 002555) responded to investor inquiries on August 15, indicating that the game server for "Douluo Continent: Soul Hunter World" primarily utilizes cloud services from suppliers such as Volcano Engine and Tencent Cloud [1]

Core Viewpoint - The company believes that scale is crucial for success in the cloud computing industry, and it aims to be a leading player in the AI cloud market, leveraging its technological advantages and market opportunities [4][6][8]. Group 1: Company Performance and Market Position - Volcano Engine has achieved a significant market share, accounting for 46.4% of the domestic cloud model invocation volume, surpassing its closest competitors combined [4][17]. - The daily token processing volume of the Doubao model has increased fourfold to 16.4 trillion since December, indicating rapid growth and adoption in the AI sector [4][26]. - The company set an ambitious revenue target of 100 billion yuan for 2021, which was significantly higher than its competitors at the time, reflecting confidence in its growth potential [5][14]. Group 2: Technological Innovations and Offerings - Volcano Engine has introduced several new services and tools tailored for AI agents, including MCP services, prompt tools, and a reinforcement learning framework, aimed at reducing operational costs and enhancing scalability [5][22]. - The company has innovated its pricing model based on input length, significantly lowering costs to encourage widespread adoption of AI agents [5][23]. - The focus on AI and agent development is seen as a transformative shift in cloud computing, moving from traditional app-based models to more autonomous, self-executing agents [25]. Group 3: Future Outlook and Market Strategy - The company anticipates that the market for AI cloud services will expand by at least 100 times, positioning itself to maintain a leading role in this growing sector [5][14]. - The strategy includes enhancing the capabilities of the Doubao model and ensuring that it meets the evolving needs of clients, particularly in terms of performance and cost-effectiveness [19][28]. - The company emphasizes the importance of vertical optimization and collaboration across departments to ensure that its AI offerings remain competitive and effective [29][30].

据《划重点》近期获悉，火山引擎2024年营收规模超过120亿元，2025年营收目标超过250亿元，实现翻 倍增长。这一规模将无限接近百度智能云——后者2024年全年营收218亿元，多家机构预计2025年增长 30%至280亿元左右。 字节跳动旗下火山引擎即将于6月11日至12日在北京举行2025原动力大会，此次大会上豆包家族将全线 升级。这家年轻的云厂商正凭借激进的低价策略和强劲的增长势头，挑战传统云计算市场格局。 更引人注目的是火山引擎在大模型调用量上的表现。 据近期国际数据公司（IDC）发布的《中国公有云大模型服务市场格局分析，2025年一季度》报告显 示，2024年中国公有云大模型调用量达114.2万亿tokens。 按照大模型调用量的市场份额来看，火山引擎独占46.4%的市场份额，位列第一，超过百度智能云 （19.3%）和阿里云（19.3%）的总和。其余的15%则由腾讯云、移动云、天翼云等其他厂商获得。 价格战成杀手锏，2折挖角竞争对手 火山引擎的快速崛起源于其"简单粗暴"的低价策略。 AI Agent成新焦点 即将召开的2025原动力大会上，火山引擎将展示豆包家族的全线升级，涵盖AI Coding与 ...