阿里、腾讯、字节跳动正在AI办公领域展开激烈竞争,通过组织调整、产品整合推出统一的AI办公平台[1]。这场竞争的实质是争夺AI时代的新办公入口[1]。
腾讯的WorkBuddy以2097万次桌面端月访问量位居行业第一,超过第二、第三名总和[1],活跃用户留存率超过60%,付费用户留存率超过80%[1]。该项目获得了马化腾的高度重视,他几乎从不缺席产品会议,内部按"超级项目"推进[1]。WorkBuddy提供多档价格选项,个人版定价为99元/月、199元/月、999元/月,企业版为198元/人/月、316元/人/月[1]。
阿里推出了整合QoderWork、悟空、MuleRun三款Agent产品的千问办公平台,由新任CEO陈宇森负责[1]。千问办公于7月27日启动内测,被定义为阿里云与钉钉"唯一主推的SaaS产品"[1]。字节跳动则将TRAE SOLO正式更名为TRAE Work,调整定位为全员AI办公平台[1],并推进飞书、TRAE、豆包等多条产品线的整合[1]。
2026年6月,国内17款主流桌面端AI原生办公智能体平台月访问量突破6000万次[1]。其中飞书表现亮眼,2026年二季度营收同比增长超过100%,新增客户超九成同步采购飞书AI产品[1]。
China's leading technology companies are intensifying competition in the AI office space, viewing it as a critical battlefield for controlling the enterprise interface in the AI era.[1] Tencent, Alibaba, and ByteDance are each reorganizing their operations and consolidating product lines to launch unified AI office platforms.[1]
Tencent's WorkBuddy leads the competitive landscape, recording 20.97 million monthly desktop visits and surpassing the combined traffic of the second and third-place competitors.[1] The platform demonstrates strong user engagement, with active user retention exceeding 60 percent and paying user retention surpassing 80 percent.[1] Tencent CEO Ma Huateng prioritizes the project highly, rarely missing product meetings, with WorkBuddy classified internally as a "super project."[1] Pricing options for WorkBuddy range from 99 yuan per month to 999 yuan per month for individual users, and 198 to 316 yuan per user monthly for enterprise clients.[1]
Alibaba has launched Qianwen Office, integrating three AI Agent products—CoderWork, Wukong, and MuleRun—under the leadership of newly appointed CEO Chen Yusen.[1] The platform began internal testing on July 27 and has been designated as the "sole primary SaaS product" promoted jointly by Alibaba Cloud and DingTalk.[1] Meanwhile, ByteDance has rebranded TRAE SOLO as TRAE Work, repositioning it as a comprehensive AI office platform for all employees.[1]
Market performance data indicates the sector's rapid growth trajectory. By June 2026, seventeen mainstream domestic desktop AI-native office intelligence agent platforms collectively exceeded 60 million monthly visits.[1] Feishu recorded over 100 percent year-over-year revenue growth in the second quarter of 2026, with more than ninety percent of new customers simultaneously purchasing Feishu AI products.[1]