The most powerful industrial brain composed of "large models + intelligent agents" has truly arrived this time.
Since the release of GPT-o1, the technological capabilities of AI have witnessed an unprecedented leap. At the beginning of this year, the release of DeepSeek R1 significantly reduced the implementation cost of this useful deep-thinking model, truly making it accessible to the general public. AI is now comprehensively and deeply penetrating into people's lives. Recently, the State Council issued the "Opinions on Deeply Implementing the 'Artificial Intelligence +' Initiative", further accelerating the penetration of AI into all industries.
However, looking globally, many technology practitioners are still troubled by the limited application scenarios of AI. An AI practitioner once told 36Kr that currently, the most thoroughly transformed scenarios are still those with a high degree of onlineization, such as programming and office work. "It is estimated that AI will greatly improve the efficiency of these scenarios in the future."
From the Internet to the mobile Internet and now to the AI era, the industrial sector has always been one of the most challenging areas for the implementation of AI technology. Not to mention the strict requirements for safety and accuracy in industrial scenarios, the deep integration with the complex real physical world has also given rise to significant data requirements. Under these difficulties, the question of who will tackle this tough challenge has always been a core concern for the industrial community.
In recent years, thanks to their in-depth accumulation in the industrial sector, many leading enterprises have also shown great interest, jointly heating up the industrial AI market. It is reported that the scale of China's industrial AI market is expected to exceed 120 billion yuan in 2025, with a compound annual growth rate of up to 28.6%.
But to what extent is the current industrial AI available? Will an industrial AI Agent with autonomous capabilities emerge? These questions have found answers after a recent major release.
Exploring a 3.5-trillion-yuan Market: The Formal Debut of Industrial AI Agents
In fact, over the past year or so, the consensus in the industrial community has quietly shifted. The debate about "whether to integrate AI" has disappeared, and instead, there has been an increase in AI investment and a full embrace of large models.
According to an incomplete statistics by 36Kr, in the industrial sector, since 2023, iFlytek has released the Lingyang Industrial Large Model, Saimo has launched the industryGPT Industrial Multimodal Large Model, China Unicom has created the Yuanjing Industrial Large Model, China Mobile has released the Jiutian Industrial Large Model, NetEase has developed the Fuxi Industrial Large Model, and SUPCON Technology has launched the time-series large model TPT.
On one hand, major technology companies are accelerating the research and development of industrial large models. On the other hand, industrial enterprises are quickly adopting them. Even more, with the support of industrial AI, the first batch of results has been achieved. Taking the time-series large model TPT released by SUPCON Technology as an example, in the waste liquid treatment process of a top 50 global chemical enterprise, TPT reduced the pH adjustment cycle from the original 6 - 8 hours to less than 1 hour, an efficiency improvement of over 80%. In the Datang Duolun Coal Chemical Project, TPT established an integrated energy management and control system of "perception - prediction - regulation", which is expected to replace coal-fired power generation with green electricity by 496.902 million kilowatt-hours annually, reducing carbon dioxide emissions by 419,400 tons.
Behind these results is a more significant trend: Industrial AI Agents are becoming the best form for the implementation of AI in the industrial sector. The latest industry report shows that the global industrial intelligence market scale will exceed 3.5 trillion yuan this year, with the Chinese market accounting for over 40%. Industrial AI Agents are no longer just software that simply executes instructions but are integrated hardware and software platforms with autonomous perception, cognition, decision-making, and learning capabilities. More importantly, they are trained based on the core database of the industrial industry, further improving execution efficiency and having a certain degree of dynamic adaptability, which will completely change the logic of human-machine interaction and production management.
However, since industrial AI Agents are still in the early stage of development, the current core concern in the industry is still about who has a more valuable and accurate core database and can train large model capabilities based on these core "data fuels" to achieve better results in the implementation of industrial AI Agents.
Currently, there are typical representative enterprises in the industrial AI track, such as SUPCON Technology mentioned above. Its time-series large model TPT has achieved a paradigm shift from "mechanical execution" to "autonomous decision-making". Focusing on the industrial AI field, SUPCON Technology has a strong brand identity. It has penetrated into various core industrial scenarios and has accumulated more than 30 years of experience in the industrial control field. It is reported that SUPCON Technology serves more than 37,000 customers globally, covering more than 50 sub - industries in the process industry. It has deployed more than 100,000 sets of industrial control systems and approximately 100 million I/O points. These elements constitute the core fuel for training industrial AI - the industrial database.
In the past, based on a deep understanding of industrial scenarios, SUPCON Technology made many explorations in uncovering the operating laws and potential features of devices hidden in time-series data, and finally developed a truly implementable time-series large model.
On August 28, 2025, SUPCON Technology's time-series large model was officially upgraded to TPT 2 (Time-series Pre-trained Transformer 2) and released globally. This release is not only a technological advancement but also a paradigm shift.
The core upgrade points include the adoption of the MoE architecture (Mixture of Experts model), the integration of multiple technologies, and the realization of agent construction. It is like an all-round expert in the industrial field, capable of deeply understanding and solving many complex problems in industrial scenarios, especially in helping users ensure production safety, improve product quality, reduce energy and material consumption, enhance equipment maintenance efficiency, and achieve autonomous operation.
It can be said that the release of TPT 2 is not only a huge upgrade of SUPCON Technology's own products but also a pioneer in the industrial scenario. By creating a "smart brain" for device operation, it has truly promoted the transformation of industrial applications from traditional tool - type assistants to agents with the capabilities of active anomaly recognition, intelligent risk assessment, and autonomous decision - making and execution. It reshapes the industrial production paradigm with scenario - based intelligent solutions and realizes another round of innovation in the industrial software technology system and application mode.
Cui Shan, the Chairman and President of SUPCON Technology, also told 36Kr in an interview after this release, "We hope it is a more open technology that allows both small, medium - sized, and large enterprises in the industrial industry to use AI. At the same time, SUPCON Technology will enter the platform - based era and truly empower ecological partners."
An Industrial AI Agent with Autonomous Capabilities Has Arrived
In the past, industrial R & D often relied on the experience of engineers, using a relatively inefficient trial - and - error method. The industrial AI Agent is like a highly experienced master, significantly improving the efficiency of R & D. In the production and manufacturing process, it can autonomously optimize and improve the efficiency of production process control and operation, achieve more refined and automated management of the production process, and efficiently maintain equipment.
More importantly, the industrial AI Agent is not a simple superposition of technologies but a complex and comprehensive proposition.
SUPCON Technology's TPT 2 uses the large model as its core brain and combines more industrial knowledge, turning the large model into a powerful brain in the industrial field and finally realizing the application of agents in industrial scenarios for the first time.
The release site of TPT 2
To understand the value of TPT 2 more specifically, we need to break it down into three dimensions:
First, it is intensive. One MoE model can handle multiple problems and generate different agents, directly replacing N industrial software in the processes of simulation, control, optimization, prediction, evaluation, and statistics.
Second, it provides dialogue - based diagnosis and helps with decision - making. The dialogue - based solution is like having an industrial expert face - to - face. Even if the operator lacks certain professional knowledge, they can handle things with ease and make accurate decisions quickly.
Third, it is a real industrial AI Agent, achieving a full - link closed - loop. From perception, recognition, decision - making to execution, the agent launched by SUPCON Technology this time is a highly complete one, truly helping enterprises achieve less - manned or unmanned management.
The release of TPT 2 will help AI further penetrate into industrial scenarios, and more and more factories with a sense of the future will emerge. Imagine walking into a modern factory and seeing batches of robots busily working, driverless vehicles shuttling between production lines, and an AI with autonomous decision - making awareness scheduling thousands of devices in real - time...
Implementation in Hundreds of Devices: Efficiency Improvement Disrupts the Tradition
According to the introduction at the release event, TPT has achieved breakthrough applications in more than a hundred devices of leading customers in the industry, such as Wanhua Chemical, Sinopec Zhenhai Refining & Chemical, and Datang Duolun Coal Chemical.
Taking the optimization of the ethylene plant of Sinopec Lanzhou Petrochemical Yulin Chemical Co., Ltd. as an example, the design quality of equipment often determines whether a project can be put into production normally and whether it can operate in the long term after production. These equipment have also had a certain failure rate in the past few years, resulting in unplanned shutdowns at different frequencies.
Sinopec Lanzhou Petrochemical Yulin Chemical Co., Ltd.
"In the past, the optimization of ethylene plants was advanced on a 'yearly' basis. Now, with our TPT 2, according to our previous cases, the optimization cycle has been shortened to about one month," Wu Yucheng, the Vice President of SUPCON Technology and the CEO of the Industrial AI Business Group, told 36Kr. This means that the new technological capabilities of the industrial AI Agent bring a disruptive improvement in efficiency to industrial scenarios and help solve complex problems.
China National Coal Group also entrusted SUPCON Technology with the optimization project of its complex core coal gasification device. It should be noted that the coal gasification process (converting coal into effective gases such as carbon monoxide and hydrogen) is extremely complex and often "invisible and intangible". Traditional mechanism - based modeling methods are difficult to apply accurately due to the need for too many ideal assumptions. However, SUPCON Technology's TPT large model combines AI and mechanism and conducts pre - training based on a large amount of historical time - series data, which can better handle this problem.
36Kr learned that by the end of the release event, TPT had received a total of 518 pre - order enterprises, with a trading volume of 112 sets, and 3,268 online registration applicants. These data fully reflect the high recognition of TPT 2 by the market and customers, marking that the model has officially entered the stage of large - scale application and implementation.
The Era of Large - Scale Application of "Large Model + Agent" in the Industrial Sector Has Arrived
In the previous era, the improvement of quality and efficiency in industrial scenarios was driven by digital transformation, but the scenarios it truly reached were very limited. Industrial AI Agents have brought the efficiency improvement in industrial scenarios into a truly intelligent - driven era.
Before this, a core problem needed to be solved. In the industrial AI era, the data accumulation ability of a single enterprise is no longer sufficient to support the development of industrial AI. In addition, due to the complexity of industrial scenarios, high industry barriers, data sensitivity, and privacy issues, industrial AI Agents have never been widely applied. Now, TPT 2 is a turning - point product in the industry, marking that industrial AI Agents have entered the stage of large - scale application. Behind this is the vision and courage of SUPCON Technology.
At the release event, SUPCON Technology also joined hands with partners in the industrial ecosystem to establish the "Industrial AI Data Alliance". This is not only a technological solution but also represents a new type of industrial cooperation model. It is reported that the alliance brings together leading enterprises, design institutes, general contractors, and service providers in the industry, with the core being to jointly build an industrial data value ecosystem based on trust.
The establishment ceremony of the "Industrial AI Data Alliance"
Of course, data security is still of utmost importance. According to SUPCON Technology, it will use privacy - preserving computing technologies such as Federated Learning and multi - party secure computing to achieve the value circulation of device data across scenarios and working conditions while ensuring data ownership and privacy security. On the absolute bottom line of security, stronger industrial AI will be refined, ultimately benefiting the entire industrial industry.
The IDC 2025 China Industrial Enterprise Survey shows that the proportion of industrial enterprises that have applied large models and agents has significantly increased from 9.6% in 2024 to 47.5% in 2025. Among the enterprises that have applied large models and agents, more than 73.7% have 10 to dozens of application scenarios.
The industry is actively embracing the industrial AI era, which also lays a good cognitive foundation for the release of SUPCON Technology's new agent. The accelerated commercialization of AI Agents also brings a new round of dividends to the leading enterprises that were the first to make arrangements.
According to the views of industry experts such as Liu Jinsong, an engineer from the National Industrial Information Security Development Research Center, cited by the China Industrial Economic Information Network, industrial AI Agents are the result of the deep integration of agent technology and industry know - how. They can achieve intelligent control and optimization of production equipment, process flow, and logistics management, and are the key driving force for the digital transformation of the manufacturing industry from "information construction" to "value creation".
Conclusion: An Underrated Leader in Industrial Intelligence
Currently, whether it is the technological leadership, the disruptive business model, or the huge promotion it may bring to the industrial track, SUPCON Technology has once again stood at the new forefront of the industrial industry.
The financial report shows that in 2024, SUPCON Technology achieved a revenue of 9.139 billion yuan, a year - on - year increase of 6.02%; the net profit attributable to the parent company was 1.117 billion yuan, a year - on - year increase of 1.38%. However, the slowdown in net profit growth was mainly due to the investment in strategic businesses, especially the R & D investment in core AI technologies such as TPT. But at the same time, the potential is already emerging. In 2024, the revenue of SUPCON Technology's industrial software increased by 20.70% year - on - year to 2.653 billion yuan, with a growth rate significantly higher than that of the traditional control business.
The previous technological investment is now entering the harvest period. Especially after the release of TPT 2, its characteristics as a platform - type company are more prominent, laying a solid foundation for its subsequent performance growth.
In terms of the business fundamentals, according to SUPCON Technology's semi - annual performance report in 2025, its industrial software achieved a revenue of 292 million yuan, and the gross