wo[Table_Title] Research Report 13 Jun 2025 中国电子 China (Overseas) Technology FORCE 2025：TRAE 构建 AI 原生开发闭环，终端生态持续拓展 FORCE 2025: TRAE Builds a Closed-Loop AI-Native Development System, Terminal Ecosystem Continues to Expand 姚书桥 Barney Yao 吴叡霖 Louis Ng barney.sq.yao@htisec.com louis.yl.ng@htisec.com [Table_yemei1] Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件： 火山引擎于 6 月 11-12 日在北京举办 2025 年「FORCE 原动力大会」，发布豆包大模型 1.6 版本及视频生成模型 Seedance 1.0 pro，推出 Agent 开发平台及 AI IDE 等产品，重点强化成本革命，AI ...

Core Insights - ByteDance's subsidiary Volcano Engine launched new AI models, including Doubao 1.6 and Seedance 1.0 pro, at the Force Original Power Conference, marking a significant step towards the Agentic AI era [1][2] - The Doubao model has achieved a daily token usage of over 16.4 trillion, a 137-fold increase since its initial release, and holds a 46.4% market share in China's public cloud model market [1][2] - The company emphasizes long-term investment in technology innovation to enhance industrial applications and maintain a competitive edge in the AI landscape [2][13] Product Development - Doubao 1.6 supports multi-modal understanding and graphical interface operations, allowing it to perform tasks such as booking hotels and organizing receipts into Excel [3][5] - Seedance 1.0 pro can generate high-quality 1080P videos with seamless transitions, ranking first globally in video generation tasks [3][5] - The introduction of a pricing model based on input length significantly reduces costs, making advanced AI capabilities more accessible to enterprises [5][8] Market Positioning - Doubao models are utilized by 9 out of the top 10 global smartphone manufacturers, 80% of mainstream automotive brands, and 70% of systemically important banks in China [2][6] - The rapid growth in token consumption across various applications indicates a deepening integration of AI models in multiple industries, including finance, automotive, and education [4][6] Strategic Vision - The company aims to redefine the role of AI in business processes, transitioning from traditional software to Agent-based systems that enhance productivity [13][16] - ByteDance's commitment to technology innovation and cost reduction reflects a balanced approach to achieving commercial success while addressing social responsibilities [14][15] Industry Impact - The rise of Agentic AI is seen as a pivotal moment for digital transformation across industries, with the potential to reshape business processes and industry dynamics [16] - ByteDance's advancements in AI technology are expected to drive significant changes in how enterprises operate, enhancing efficiency and fostering innovation [16]

在AI赛道，火山引擎以"后来者"的姿态，凭借豆包大模型的快速迭代和AI云原生的全栈能力，在 云计算与AI的赛道上加速突围。 如今，它的野心已不止于工具层面。"PC时代看网页，移动时代拼APP，AI时代的核心战场 一定是Ag e n t。"火山引擎总裁谭待表示。 6月11日，火山引擎发布豆包大模型1 . 6、视频生成模型Se e d a n c e 1 . 0 p r o等新模型，并升级 了Ag e n t开发平台等AI云原生服务。 成本端，豆包大模型1 . 6使用"区间定价"模式：在0 - 3 2K输入区间（占企业8 0%需求），价格 降 至 输 入 0 . 8 元 / 百 万 To k e n s 、 输 出 8 元 / 百 万 To k e n s ， 综 合 成 本 仅 为 豆 包 1 . 5 深 度 思 考 模 型 或 De e pSe e k R1的三分之一。 下一步，火山引擎如何用规模优势和AI原生能力"后发制人"？又如何通过"技术降本"和"生态 共创"？近期对话火山引擎总裁谭待，揭秘这家"AI云新贵"的狂飙逻辑。 图：火山引擎总裁谭待 提问：火山引擎作为云计算和AI市场的后来者，面临哪些挑战？如 ...

2024年豆包主力模型在火山引擎原动力大会上，以低于同行99%的价格，挑起大模型价格战，一年后最新的豆包1.6大模型再次喊出行业最低价。6月11日， 字节跳动发布豆包大模型1.6、视频生成模型Seedance 1.0 pro等新模型，并升级了Agent开发平台等AI云原生服务。火山引擎总裁谭待对媒体解读，一年前豆 包降价是因为模型结构和工程上的优化，这次火山引擎提出的以"输入长度"定价，更多是工程上的优化。定价策略的调整反映了大模型发展的变化趋势、智 能体开发对大模型深度思考能力和多模态模型的巨大需求。 6月11日召开的火山引擎Force原动力大会上，谭待和字节跳动技术副总裁洪定坤的大部分时间都在介绍新产品，但在会后的群访环节，有关降价、营收、客 户的问题不少。 据谭待介绍，新发布的豆包1.6系列模型支持多模态理解和图形界面操作，能够理解和处理真实世界问题。此前，豆包1.5的多模态能力在60个公开评测基准 中取得38项最佳成绩，已广泛应用在电商识图、自动驾驶数据标注、门店巡检等场景。图形界面操作能力让豆包1.6进一步具备"行动力"。演示案例显示， 豆包1.6可自动操作浏览器完成酒店预订、识别购物小票并整理成E ...

通过近期一系列架构调整，腾讯已将旗下与大模型相关的AI产品和应用都聚集到了同一个事业部。 此前，字节已推出Agent开发平台Coze，百度和阿里也有千帆平台、百炼平台，专为服务企业用户。近 日，腾讯推出腾讯云智能体开发平台，整合腾讯云行业领先的RAG（检索增强生成）技术、全面的 Agent（智能体）能力，帮助企业定制专属智能体。 5月21日，在2025腾讯云AI产业应用峰会上，腾讯的大模型战略第一次全景亮相。 从自研的混元大模型、到AI云基础设施，再到智能体开发工具、知识库以及面向场景的应用，腾讯大 模型矩阵产品全面升级。腾讯表示，将通过持续打磨技术和产品能力，为企业和用户在大模型时代打造 真正"好用的 AI"。 此前，腾讯云就已推出大模型知识引擎，以RAG为技术为核心，帮助企业构建大模型应用，已经积累 下一批企业级用户。 此次，腾讯集团高级执行副总裁、云与智慧产业事业群（CSIG）CEO汤道生首次完整阐述了腾讯云的 大模型战略，即通过"四个加速"，加速大模型创新、加速智能体（Agent）应用、加速知识库建设、加 速基础设施升级，为企业和用户提供"好用的AI"。 在基础模型之外，腾讯首次提到Agent。 基于 ...

Core Insights - The rise of AI large models is driving a new trend in the integration of AI and hardware, leading to the emergence of phenomenon-level AI hardware products [1][2] - Tuya Smart is leveraging cutting-edge AI technologies to assist B-end customers in rapidly responding to market changes, enhancing the deployment of AI hardware in daily life [1][2] - The transition from traditional AI to AI large models is expected to significantly lower the barriers for users to adopt smart hardware, facilitating widespread adoption [2][3] Company Developments - Tuya Smart launched four major products at its global developer conference, including the TuyaOpen open-source development framework and the HEDV edge computing platform, aimed at capturing new opportunities in the AI Agent era [1][2] - The company has integrated several global mainstream large language models into its AI Agent development platform, enabling developers to create popular AI products such as smart rings and AI dolls [2][3] - Tuya Smart has established a comprehensive cooperation agreement with Kid King to advance the development of AI companion smart hardware and related technologies [2][3] Industry Trends - The integration of AI large models into smart hardware is enhancing device capabilities, allowing for multi-modal interactions and expert-level efficiency optimization [3][4] - The overall penetration rate of AI Agent applications in the smart hardware industry is still below 5%, indicating that the industry is in the early stages of exploring these applications [3][4] - The market is expected to see a surge in new AI hardware categories by 2025, following validation or invalidation by the market, which will lead to the emergence of scalable new AI hardware products [5]

无冕财经 . 奉守"专业主义，内容为王"，为优质的商业阅读而生。多次获评"年度财经自媒体"，入选胡润百富"广州最值得投资的企业"榜单50强，广州市新阶联自媒 体分会副会长单位，入驻全网20多个平台，覆盖1000万+商务人群，中国财经新媒体的中坚力量之一。 以下文章来源于无冕财经 ，作者无冕财经团队 //// 4年内三度换帅，王文京出山也难扭转亏损，曾经软件霸主用友网络，正面临被AI Agent取代的危险。 本文由无冕财经（wumiancaijing）原创发布 作者：谭嘉琳 编辑：陈涧 设计：岚昇 科技公司的打工人 有人欢喜有人愁 科技公司的打工人，有人欢喜有人愁。 这一头，大疆、美的等纷纷敲响"反加班"的锣鼓，HR们还到点逐层"赶人"下班；另一头，国内to B软件一哥用友网络（600588.SH），被传出要将2000名员 工扫出门。 3月10日起，脉脉、小红书等社交平台上有大量传闻，称用友网络将大量撤裁研发、交付部门的员工， 其中研发部门可能裁掉50%以上，而交付部门要将 80%的人转向外包，总共影响人数可能达到2000人 。 网络上有关用友裁员的传言。图片来自脉脉、小红书。 在这背后，是 用友网络亏损难止， ...