Skywork Super Agents positions itself as an ‘AI-powered Office’ solution. It features a vertically specialized system comprising ‘5 expert agents’ + ‘1 universal agent.’ The expert agents focus on professional document creation, PPTs, spreadsheets, podcasts, and web page generation, while the universal agent integrates dozens of MCPs (Multi-modal Creative Processors) to handle creative multi-modal tasks. Skywork delivers deep research capabilities comparable to OpenAI at just 40% of the cost. Within three hours of its launch, Kunlun Tech announced traffic restrictions due to overwhelming demand, triggering a surge in its stock price.
Kunlun Tech’s Skywork Super Agents has sparked an AI office revolution. Released this Thursday, the product outperformed OpenAI in multiple global AI benchmarks, propelling the company’s stock to a limit-up. Skywork Super Agents, with its ‘AI-powered Office’ functionality, not only reshapes the productivity tools landscape but also poses a direct challenge to Microsoft and Google’s dominance in traditional office software. The product’s servers were overwhelmed within three hours of launch, forcing the company to implement traffic controls—a clear indicator of robust demand. Investors should monitor Kunlun Tech as a pioneer in domestic AI commercialization with explosive growth potential. On Tuesday, May 22nd, Kunlun Tech (300418) saw its stock price surge by 20.01%, closing at 37.43 yuan, with a total market capitalization soaring to 46.095 billion yuan. The day’s trading volume reached 5.381 billion yuan, with a turnover rate of 12.32%. By the afternoon, trading volume had exceeded 3 billion yuan upon hitting the limit-up. The catalyst behind this rally was the official launch of Skywork Super Agents, which employs an AI agent architecture and deep research technology to generate documents, PPTs, spreadsheets, web pages, podcasts, and multi-modal audio-visual content in one stop. Just three hours post-launch, Kunlun Tech issued a statement: ‘Due to excessive user traffic causing system congestion, we will implement traffic restrictions. We appreciate your understanding and support.’ This ‘capacity shortage’ further validates the market’s enthusiastic response. Skywork Super Agents: The First Domestic AI Agent to Surpass OpenAI. What sets Skywork Super Agents apart? Its deep research agent framework achieved an 82.With a score of 42, Skywork has surpassed OpenAI Deep Research and Manus to rank first globally (data as of May 2025). On OpenAI’s agent evaluation task SimpleQA, Skywork also achieved 94.5 points, exceeding the current SOTA level. Unlike existing agent products on the market, Skywork Super Agent has built a vertical professional system consisting of “5 expert agents” + “1 general agent”: 5 Expert Agents: Specialize in professional documents, PPTs, spreadsheets, podcasts, and web page generation. 1 General Agent: Integrates dozens of MCPs and can handle multimodal creative tasks. Notably, Kunlun Wanwei claims that Skywork offers deep research capabilities comparable to OpenAI at only 40% of the cost, providing a significant commercial advantage. Skywork’s “AI-powered Office”: A Prelude to the Office Software Revolution The flagship feature of Skywork Super Agent is its “AI-powered Office,” directly targeting the core businesses of traditional office software giants Microsoft Office and Google Workspace. Kunlun Wanwei states that Skywork’s five modalities can generate content with one click, completing 8 hours of work in just 8 minutes. Skywork’s “Document” agent integrates deep research capabilities, enabling users to generate accurate and visually appealing content after in-depth searches and research. All facts and data in the generated presentations are traceable. The PPTs support online editing and can be exported in pptx or pdf formats. Skywork’s “Spreadsheet” agent also supports deep research. It can perform descriptive or inferential statistics based on user-uploaded data tables and generate statistical charts. It excels at creating various “template” or “summary” tables. The generated tables can be viewed online or exported as xls files. Product Innovation: Three Differentiated Designs for a Competitive Edge Skywork Super Agent incorporates three innovative designs that significantly outperform competitors: 1. Intelligent Requirement Clarification Traditional AI products often fail to accurately identify users’ latent needs. Skywork Super Agent introduces the “Clarification Card” feature, which proactively asks users about their goals, context, and constraints, then generates a “To-Do List” for confirmation to ensure precise understanding before content generation. 2. Traceable Information Sources To address AI hallucination, Skywork’s “Traceability” feature ensures all generated content comes with clear, traceable sources, allowing users to verify information directly from the original context.
This transparency is particularly crucial for professionals and researchers, ensuring that generated results are genuinely actionable. Similar to NotebookLM, the TianGong platform allows users to build a “Personal Knowledge Base” by uploading files in various formats such as PDF, DOC, PPT, XLS, as well as audio recordings and URLs. Each knowledge base supports up to 50 documents, and users can create multiple personal knowledge bases to enable rapid content generation and reuse of historical outputs.
Implications for Investors: The AI Commercialization Inflection Point Has Arrived. The launch of TianGong Super Intelligence marks a significant breakthrough for Kunlun Tech in AI commercialization. From an investment perspective, three key points deserve attention: 1. A Three-Tier Profit Matrix Has Taken Shape: Kunlun Tech has established a three-tier pyramid structure comprising traditional advertising (cash flow), overseas social networks (profit pool), and AI business (growth engine), with the foundational businesses supporting innovation investments in upper tiers. 2. Barriers Built in Overseas Markets: In 2024, overseas revenue accounted for 91% of total revenue, with Opera’s search revenue growing 21.1% YoY and short-video platform revenue increasing 28.5%. The ARPU for short dramas in Southeast Asia reached $8.2, 30% higher than in China, demonstrating clear pricing advantages. 3. Leading AI Commercialization Speed: It took only 18 months from R&D to DramaWave achieving monthly revenues in the tens of millions, 50% faster than the industry average of 36 months. Investors should monitor Kunlun Tech’s future financial performance, particularly the growth rate of AI business revenue, as well as user growth and paid conversion rates for TianGong Super Intelligence. Although the company reported a loss of 1.595 billion yuan in 2024, such strategic losses are often characteristic of high-tech companies in rapid growth phases. With the successful launch of TianGong Super Intelligence, Kunlun Tech’s commercialization capabilities in the AI sector have gained market recognition, positioning it for potential valuation recovery and growth as a leading player in China’s AI industry. Risk Disclosure and Disclaimer: Market risks exist, and investments require caution. This article does not constitute personal investment advice nor does it consider individual users’ specific investment objectives, financial situations, or needs. Users should evaluate whether any opinions, views, or conclusions herein align with their particular circumstances. Investment decisions based on this content are made at one’s own risk.
