7月28日，AI应用板块走出独立行情，近20只个股涨停[1]。腾讯WorkBuddy正式登陆鸿蒙电脑应用市场，成为鸿蒙平台首款原生桌面办公智能体，PC端月访问量突破2097万，较上线首月的885万实现规模翻倍增长[1]。
国内AI应用产业告别单一模型竞赛阶段，大厂和垂直创业公司形成群雄割据的竞争格局[1]。截至2026年6月，国内手机端AI原生App、应用插件去重前合计触达约7.65亿用户[1]。其中，字节豆包以3.82亿月活用户领跑行业，用户月均使用时长达143.7分钟[1]。同期AI原生App月均使用频次、时长同比分别增长58.3%、40%[1]。
业界认为AI办公智能体、实时交互AIGC、行业垂直Agent三大赛道具备中长期配置价值[1]。阿里等厂商推出的千问办公产品已明确定价，个人标准版为98元/月、企业席位198元/月[1]。预计2026年国内AIGC行业市场规模将达1665亿元[1]。
On July 28, the AI application sector experienced a surge in trading activity, with nearly 20 stocks in the segment hitting daily limits [1]. This market momentum reflects accelerating competition and adoption across multiple AI-driven verticals, as major technology companies and specialized startups vie for dominance in an increasingly fragmented landscape [1].
Tencent's WorkBuddy has emerged as a significant player in this competitive environment, officially launching as the first native desktop AI agent on the HarmonyOS application marketplace [1]. The platform has demonstrated strong user traction, with monthly visits reaching 20.97 million on the PC end—more than double its initial launch month of 8.85 million [1]. Across the broader industry, domestic AI native apps and application plugins had cumulatively reached approximately 765 million users as of June 2026, indicating substantial market penetration [1].
ByteDance's Doubao leads the market with 382 million monthly active users, with users spending an average of 143.7 minutes monthly on the platform [1]. The competitive intensity has prompted pricing strategies across the sector—Alibaba's Qianwen Office, for instance, offers personal standard subscriptions at 98 yuan per month and enterprise seats at 198 yuan per month [1]. Industry analysts have identified three high-value segments positioned for sustained growth: AI office agents, real-time interactive AIGC, and vertical industry agents, each representing strategic opportunities for medium to long-term investment [1]. The domestic AIGC market is projected to reach 166.5 billion yuan by 2026, while AI native apps showed month-over-month usage frequency increases of 58.3 percent and time spent increases of 40 percent [1].
