Bank of China International: Industry and Policy Resonate, "Lobster" Ecological Layout Moves towards Depth

Bank of China International released a research report, stating that since January, the development of the "Lobster" intelligent agent related industry has progressed rapidly; in addition to the industrial level, related policies have also been implemented. The AI agent represented by the "Lobster" intelligent agent is experiencing a transition from hot topic to industrial layout. Although the industrial chain is still in its early stage, as a key link connecting large model capabilities with terminal scenarios, it is expected to promote artificial intelligence from "answering questions" to "performing tasks" transition. It is recommended to continue to pay attention to investment opportunities in various links such as large model manufacturers, cloud services and AIDC manufacturers, and AI agent application manufacturers. The main points of Bank of China International are as follows: Various parties in the industry are accelerating their layout, and the "Lobster" ecosystem is becoming increasingly perfect. The "Lobster" intelligent agent was released only more than four months ago and has created a history of the fastest climb to the top of the GitHub star list - with over 248,000 GitHub stars, surpassing Linux to become the most popular open-source project on the GitHub platform. Since the launch of the intelligent agent, domestic cloud service providers such as Tencent Cloud, Aliyun, Mobile Cloud, Tianyi Cloud, JD Cloud, Volcano Engine, and Baidu Intelligent Cloud have successively connected. Cloud service providers can help reduce the user's threshold by simplifying the deployment process and providing a cloud runtime environment. In late January, Youke released a relevant image for deploying OpenClaw (Clawdbot), and the service is currently online in multiple overseas nodes such as the United States, Singapore, and Japan. Some large model manufacturers have also integrated the "Lobster" intelligent agent with their own large models. On February 26, Minimax launched MaxClaw, a cloud-based AI assistant built on OpenClaw, directly integrated into the MiniMax Agent web page, allowing users to deploy and run OpenClaw in the cloud without the need for a server or API key. Recently, Kimi Claw Beta was launched on the Kimi website, which can be used for one-click cloud deployment or to link to the pre-set OpenClaw, supporting one-click access to more than 5000 community plugins, including development and code, browser-related, office workflows, expert roles, etc. With the drive of Kimi K2.5 model and Kimi Claw, Kimi has achieved a record revenue growth exceeding the full year of 2025 since the end of January. K2.5 continues to maintain its top position on the OpenClaw model call list. In addition to cloud service providers and large model manufacturers, some companies have chosen to develop specific, reusable functional modules at the application layer, such as Wondershare Technology Group's nearly 10 atomic capabilities Skills have officially launched on the ClawHub market platform of OpenClaw, including core functions such as text-to-video, text-to-music, text-to-sound effects, video scoring, visual reference, image redraw, etc. Local governments have introduced special policies to support the entrepreneurial development of intelligent agents. On March 8, the Longgang District Artificial Intelligence Bureau of Shenzhen released the "Measures to Support the Development of OpenClaw & OPD in Longgang District, Shenzhen (Draft for Solicitation of Opinions)" on March 7, with the core highlight of "zero startup cost," providing systematic support to global intelligent agent developers and OPC (One Person Company) entrepreneurs to create the preferred location for global intelligent agent entrepreneurship. This policy focuses on the open-source intelligent agent project OpenClaw and the new entrepreneurial form OPC, covering ten major directions including free deployment, data and hardware subsidies, computing power support, talent settlement, fund financing, and overseas services. Represented by the "Lobster" intelligent agent, the direction of AI agents is undergoing a transition from hot topics to industrial layout. The increase in policy support and industrial participation provides a foundation for the continuous development of AI agents. Although the AI agent industry chain is still in its early stages, the technological path and business models are still being explored, but its potential strategic significance and application prospects are gradually emerging. As a key link connecting large model capabilities with terminal scenarios, AI agents are expected to promote the transition of artificial intelligence from "answering questions" to "performing tasks," bringing deep changes to human-machine interaction. Focus on investment opportunities in the AI agent industry chain, including large model manufacturers, cloud services and AIDC manufacturers, AI agent manufacturers, etc. Risk Warning: 1) Policy implementation is below expectations, macroeconomic fluctuations exceed expectations; 2) Market volatility risks; 3) Security risks that the Lobster intelligent agent may cause.