36Kr Report Infographic | '2026 China AI Agent Industry Development Research Report'

In 2026, as foundational model capabilities continue to mature and inference costs decline, the value focus of AI is shifting from 'simple dialogue' to 'decision execution.' AI Agents, powered by large models as their decision-making brain and integrating environmental perception, long-term memory, planning reasoning, and tool invocation capabilities, can autonomously understand goals, decompose tasks, call tools, and deliver results with minimal human intervention. The current AI Agent market has moved from concept validation to productivity validation. Recently, the 36Kr Research Institute released the '2026 China AI Agent Industry Development Research Report' (hereinafter referred to as the 'Report'). The Chinese AI Agent industry is entering an early stage of productivity validation and commercialization scaling: enterprise general-purpose Agents are landing first, industry-specific vertical Agents are accelerating scale-up, personal consumer Agents are rapidly exploring applications, while edge-side and embodied Agents remain in ecosystem layout and early validation. According to CIDC data, the market size for Chinese enterprise-level AI Agents was 21.2 billion yuan in 2025; the report estimates it will reach 332 billion yuan by 2029, with a compound annual growth rate (CAGR) of 107.6%. The industry as a whole is still in its early stages, but the pace of commercial expansion is accelerating significantly.