电子行业跟踪报告：OpenClaw助力AI Agent技术范式升级

爱建证券02-03

（以下内容从爱建证券《电子行业跟踪报告：OpenClaw助力AI Agent技术范式升级》研报附件原文摘录）投资要点：事件：据MiniMax2026年1月27日披露，由PSPDFKit创始人Peter Steinberger开发的开源项目，历经Clawdbot、Moltbot两轮更名，最终定名为OpenClaw，该项目在技术社区引发广泛关注。项目于2025年底正式上线，GitHub星标数量快速攀升...

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Steinberger开发的开源项目，历经Clawdbot、Moltbot两轮更名，最终定名为OpenClaw，该项目在技术社区引发广泛关注。项目于2025年底正式上线，GitHub星标数量快速攀升，并获得MiniMax在模型能力层面的技术支持。2026年1月28日，腾讯云、阿里云相继上线Moltbot云端专属部署方案，支持用户通过轻量服务器实现一键安装、快速部署运行。该项目具备持久记忆、浏览器操控、全自动编程部署等核心能力，同时兼容本地化独立部署模式。OpenClaw是由Peter Steinberger创立、具备主动执行能力的AI Agent（AI智能体）。其核心设计初衷是为大语言模型赋予自主决策与任务执行能力，同时依托开源社区生态，实现产品与用户的协同迭代，进而创造智能化应用价值。在发展历程上，2024年4月PeterSteinberger首次构思生活助手类AI项目，可由于当时主流大模型的技术水平有限，相关研发计划只能暂时搁置。2025年11月，Peter Steinberger察觉到主流厂商尚未推出能充分适配个人用户需求的AI助手产品，于是重新启动该项目研发，项目初期以Clawdbot为名开源，在开发者社区实现了初步的渗透与传播。2026年1月底，腾讯云、阿里云相继推出Moltbot的云端一键部署方案，完成生态适配与落地支撑。AI Agent是可自主感知环境、分析信息、制定决策并执行操作，同时具备长期任务规划与自我优化迭代能力的智能系统。随着技术研究持续深化，其核心架构逐步清晰，2023年6月OpenAI前应用研究主管Lilian Weng提出“Agent=LLM+规划技能+记忆+工具使用”的基础架构公式，明确大语言模型为智能体核心，承担推理判断与任务规划的核心功能。OpenClaw作为一款具备全流程执行能力的开源AI智能体，助力AI实现了从交互到主动执行的突破。它无需专属客户端，可依托日常通讯软件完成交互，拥有文件系统、浏览器、各类API等完整访问权限，能够执行文件读写、终端命令运行、代码编写等多元实操任务。同时其采用本地优先架构，在保障隐私安全的同时实现高效本地执行，还具备跨平台共享对话上下文的长期记忆能力，兼容多款主流大模型。相较于仅停留在对话层面的ChatGPT、Claude以及传统AI助手，OpenClaw可实现系统级任务执行与操作闭环，搭配本地化存储、主动提醒、开源可扩展的特性，形成了突出的核心竞争力。MiniMax作为国内主流通用人工智能企业，已构建起包含MiniMax M2.1、Hailuo 2.3、Speech 2.6、Music 2.0的多元化产品矩阵。2024年公司实现营业收入0.3亿元，同比增长782.17%；同期公司毛利率为12.25%，同比提升36.93PCT。2026年1月27日，MiniMax官方披露，已为OpenClaw提供模型能力维度的技术赋能。结合海外开发者Tom Osman等实际落地案例，搭载MiniMax M2.1作为核心引擎的OpenClaw，在工具调用准确率、任务执行效率及成本管控方面均表现优异。投资建议：OpenClaw具备全场景适配、高效执行特性，加速AI Agent实用化进程，有望推动国产大模型厂商完成落地验证与商业化提速，助力主流云服务厂商拓展AI Agent专属云端部署场景。建议关注相关产业链的投资机会。风险提示：1）技术升级不及预期；2）商业化落地不及预期；3）开源运营与合规风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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