字节、阿里、腾讯三大科技巨头近期密集布局AI办公赛道。[1]7月30日，字节飞书与豆包产品团队完成整合，成立新的豆包产品团队，飞书商业化团队与火山引擎团队也随之整合为「创造力服务平台」。[1]同日，腾讯联合腾讯文档推出「人机双写」协同编辑功能。[1]阿里将QoderWork、悟空、MuleRun三款产品整合为「千问办公」并启动公测，以QoderWork为基础建设。[1]
在产品功能上，字节豆包于6月24日推出「专业版」，支持操作本地电脑、使用浏览器、调用Skills技能等能力。[1]腾讯的WorkBuddy实现高速增长，5月单月访问量为885万，6月突破2097万。[1]腾讯马化腾在财报中表示「WorkBuddy目前是中国使用最广的效率AI智能体服务」，其活跃用户留存率超过60%，付费用户留存率超过80%。[1]字节豆包月活用户达3.82亿。[1]腾讯混元Hy3于7月6日上线当天首发接入WorkBuddy。[1]
中国AI能力的使用规模正迅速扩张。[1]中国日均Token调用量从2024年初约1000亿增长到2026年6月近175万亿。[1]火山最新日均Token消耗量达180万亿，累计Token消耗达万亿量级的客户已超200家。[1]
China's three major technology companies have intensified their competition in the artificial intelligence-powered office productivity space through rapid product consolidation and aggressive feature expansion.[1] On July 30, ByteDance completed an organizational restructuring, merging its Feishu product team with its Doubao AI assistant team to form a unified Doubao product division, while simultaneously integrating its Feishu commercial team with the Volcano Engine team to establish a "Creative Services Platform."[1] These moves reflect ByteDance's strategic commitment to binding its AI capabilities more closely with its workplace collaboration tools.
Alibaba has pursued a similar consolidation strategy by integrating three separate products—QoderWork, Wukong, and MuleRun—into a unified offering called "Qwen Office," which entered public testing with QoderWork serving as the technical foundation.[1] Meanwhile, Tencent has taken an early lead in market adoption, with Tencent's Ma Huateng stating that "WorkBuddy is currently China's most widely used productivity AI agent service" in the company's first quarter 2026 financial report.[1] WorkBuddy and CodeBuddy have demonstrated strong user retention, with active user retention rates exceeding 60 percent and paid user retention rates surpassing 80 percent.[1]
The market momentum reflects broader industry growth trends. ByteDance's Doubao has grown to 382 million monthly active users,[1] while Tencent's WorkBuddy experienced explosive growth in user traffic, climbing from 8.85 million monthly visits in May to 20.97 million in June.[1] On July 6, Tencent launched its Hunyuan Hy3 model with direct integration into WorkBuddy,[1] and on July 30, Tencent introduced "human-machine dual writing" collaborative editing features in partnership with Tencent Docs.[1] ByteDance's Doubao Professional Edition, launched on June 24, now supports local computer operation, browser access, and Skills capability invocation.[1] Industry-wide token consumption demonstrates accelerating adoption, with China's daily average token calls growing from approximately 100 billion in early 2024 to nearly 175 trillion by June 2026.[1] Volcano Engine's latest daily token consumption has reached 180 trillion, with over 200 clients now consuming tokens at the trillion level cumulatively.[1]
