Guotai Junan: AI Agent breaks through ChatBot form to penetrate the entire industry.

Guotai Junan Securities released a research report stating that the evolution path of AI Agent technology shows that its value release has obvious scenario gradients, and attention should be prioritized on technology scenarios that have formed a complete "perception-decision-execution" closed loop. Enterprise-level scenarios, due to clear decision-making processes and controllable data quality, are the initial focus for implementation, while the explosion of consumer-level applications will require the maturity of multi-modal interaction technology and a decrease in hardware costs. Guotai Junan believes that investment focus should be on platform-type technology suppliers with industry transformation capabilities, as well as solution providers that can deeply embed Agent capabilities into vertical scenario workflows. Additionally, at the infrastructure level, edge computing units and multi-modal sensors will benefit from the trend of AI Agent implementation. Guotai Junan's main points of view are as follows: Investment recommendation: The evolution path of AI Agent technology shows that its value release has obvious scenario gradients, and attention should be prioritized on technology scenarios that have formed a complete "perception-decision-execution" closed loop. Enterprise-level scenarios, due to clear decision-making processes and controllable data quality, are the initial focus for implementation, while the explosion of consumer-level applications will require the maturity of multi-modal interaction technology and a decrease in hardware costs. The investment focus should be on platform-type technology suppliers with industry transformation capabilities, as well as solution providers that can deeply embed Agent capabilities into vertical scenario workflows. Additionally, at the infrastructure level, edge computing units and multi-modal sensors will benefit from the trend of AI Agent implementation. The lightweight technology breakthrough of DeepSeek drives the accelerated penetration of AI Agent industrial applications. The DeepSeek-R1 API is priced at approximately 5% of the industry average, which helps reduce application costs in enterprise-level scenarios, accelerating the transition from pilot to scale. The consumer market benefits from lightweight multi-modal solutions like Janus-Pro, where the success of multi-modal small models can support complex interaction needs such as environmental perception and object manipulation. Lightweight technology enables breakthroughs in consumer hardware like intelligent cockpits and household Siasun Robot & Automation by overcoming computational constraints, opening up market space. Technology platforms that can deeply integrate lightweight models with industry workflows will build a competitive advantage. RAG technology dynamically integrates external knowledge bases to effectively address issues of information lag and illusions with large models. Microsoft's CEO explicitly stated that RAG is a core component of AI applications, valued for building a continuous evolution loop of "understanding-retrieval-generation." RAG achieves structured information extraction and logical restructuring, enabling enterprises to transform internal knowledge bases into dynamic training data, continuously optimizing Agent decision-making abilities, and providing reliable knowledge support for professional scenarios such as financial research report generation and medical diagnostics. The integration of multi-source data capabilities and the deep integration of RAG with actual business needs will become the core competitive strength of enterprise-level AI applications. Closed scenarios in industries such as industrial automation and agriculture are becoming important arenas for releasing the value of AI Agents. The industrial automation field has formed a complete technology validation loop, with Covariant Brain achieving a 99.99% accuracy rate in sorting in warehouse logistics scenarios, and Agility Robotics' DigitSiasun Robot & Automation achieving full process automation management through a cloud platform. In precision agriculture management scenarios, soil moisture analysis and pest and disease prediction systems achieve dynamic optimization of planting decisions through environmental sensor data loops. These application scenarios have structured data environments, clear decision-making goals, and quantifiable evaluation systems, providing a stable training ground for the iteration of AI Agent technology and fostering commercial breakthroughs for AI Agents. Risk warning: Insufficient technology maturity, data security risks, and industry competition homogenization risks.