Overview
China's AI Agent market experienced explosive growth in 2025-2026. The market size was approximately 6.9 billion yuan in 2025 and is expected to surge to 3.3009 trillion yuan by 2028, with a compound annual growth rate exceeding 100%. The emergence of OpenClaw has further accelerated the competition and development of China's AI Agent market.
Market Information
| Dimension | Details |
|---|
| 2024 Market Size | Approximately 2.873 billion yuan |
| 2025 Market Size | Approximately 6.9 billion yuan |
| 2028 Forecasted Size | Approximately 3.3009 trillion yuan |
| Compound Annual Growth Rate | Over 100% |
| Enterprise Deployment Expectation | 60% of enterprises will deploy AI Agents by 2026 |
Characteristics of the Competitive Landscape
Three Key Features
- Concentration at the Top: The "Six Tigers" represented by Alibaba, DeepSeek, ByteDance, Tencent, StepStar, and Zhipu AI dominate the large model layer with their technological, data, and capital advantages.
- Ecosystem Differentiation: Different vendors have formed differentiated ecosystem positions.
- Deepening Scenarios: Vertical industry applications have become the focus of competition.
BAT's Three Divergent Paths
| Company | Path | Core Strategy |
|---|
| Baidu | AI Infrastructure | ERNIE Large Model + Baidu Ecosystem + OpenClaw Integration |
| Tencent | Ecosystem Synergy | Hunyuan Large Model + WeChat/QQ Social Ecosystem |
| Alibaba | Business Reconstruction | Tongyi Large Model + DingTalk Intelligence |
Major Players
First Tier (Dual-Driven by Large Models and Applications)
| Company | Representative Product | Monthly Active Users | Core Advantage |
|---|
| ByteDance | Doubao | 226 million | Largest user base, full-scenario coverage |
| Baidu | ERNIE Bot | 202 million | AI search, enterprise-level services |
| Alibaba | Tongyi Qianwen | Rapid growth | Leading in open source, enterprise-level deployment |
| Tencent | Yuanbao | Rapid growth | WeChat ecosystem, social scenarios |
Second Tier (Vertical Breakthrough/Technical Leadership)
| Company | Representative Product | Core Advantage |
|---|
| Moonshot AI | Kimi | Long context, overseas revenue exceeds domestic |
| Zhipu AI | Qingyan/GLM | Tsinghua affiliation, adaptation to domestic chips |
| DeepSeek | DeepSeek | Leading in open-source inference models |
| iFlytek | Spark | Domestic computing power, industry implementation |
Third Tier (Specialized Scenarios)
| Company | Representative Product | Core Advantage |
|---|
| MiniMax | Conch AI | Global leader in video generation |
| Baichuan Intelligence | Baichuan | Leading in medical AI vertical |
| StepStar | LeapAsk | Multimodal capabilities |
Industry Pain Points
- Supply Side: Technological cost constraints
- Demand Side: Implementation obstacles
- Supply-Demand Mismatch: Exacerbated mismatch
Commercialization Paths
- Domestic Model: Driven by government and state-owned enterprise projects, rapidly expanding in sectors like government affairs and finance.
- Impact of OpenClaw: Accelerated the popularization of agent capabilities but also exposed security issues.
- Large model companies and cloud computing companies are the biggest beneficiaries of OpenClaw.
2026 Development Trends
- Agent capabilities become standard for model vendors.
- Rise of multi-agent collaboration frameworks.
- Security and compliance become core competitive advantages.
- Accelerated deep customization in vertical industries.
- Parallel development of open-source and closed-source ecosystems.
- Adaptation to domestic computing power becomes a differentiated advantage.
Sources
External References
Learn more from these authoritative sources: