CITIC Securities' research report highlights insights drawn from OpenAI's enterprise-centric AI data, indicating that enterprise-level AI will be in a phase of scenario exploration by 2025. This period will witness a substantial surge in user numbers and traffic. The anticipated outcomes include a notable equalization of capabilities and a reduction in personnel costs. Furthermore, there remains considerable potential for enhancing industry penetration.

Looking ahead to 2026, CITIC Securities anticipates that the Agent framework, propelled by advancements in reinforcement learning technology, will undergo continuous evolution. This progression will facilitate AI's transition from merely cutting costs to actively driving revenue growth, thereby unlocking a broader array of application scenarios. Clear demand is expected to emerge in areas such as data analysis, code generation, human resource recruitment, sales support, and intelligent customer service. Consequently, it is recommended to maintain a vigilant eye on the commercial strides of AI within the core modules of management software, encompassing finance, human resources, sales, production, and supply chain management.