CITIC Securities evaluates AI+ Enterprise Management: Agent Core, Leading Benefits

CITIC Securities research report pointed out that 2025 is expected to be the first year of AI application landing, and AI Agent application scenarios are expected to experience a rapid outbreak. CITIC Securities believes that one of the best scenarios for the landing of management software or AI Agent is traditional industry leaders with long-term industry accumulation having significant advantages. Short-term product value logic verification and industrial technological changes are expected to bring new catalysts, and AI application revenue is expected to show up in company performance starting from Q4, driving a new round of company value reassessment. It is recommended to continue to focus on the business progress of AI in core modules of management software such as finance, human resources, sales, production, and supply chain, and prioritize investment opportunities in leading companies in the enterprise services segment.