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Physix Frontier · News Briefing Card (Leiphone · Nov 9, 2026)

Baidu Dazi wins three bids from CITIC Securities, SPIC Digital, Genertec Digital

KEY FACTS

  • From November 5 to 6, CITIC Securities, SPIC Digital Technology, and Genertec Digital Technology successively announced their winning bid candidates.
  • The three projects shortlisted 5, 4, and 3 vendors respectively, with Baidu ranking first in all three.
  • The product bid in all three tenders was Baidu's general-purpose agent Baidu Dazi.
  • Baidu Dazi can orchestrate capabilities including Baidu Search, Miaoda, Suansuan, and Famou.
  • QuestMobile data shows that in September 2026, Baidu Dazi's multi-platform monthly active users grew 1567.5% quarter over quarter.

KEY DATA

5Number of shortlisted vendors for the CITIC Securities project
4Number of shortlisted vendors for the SPIC Digital project
3Number of shortlisted vendors for the Genertec Digital project
1567.5%Baidu Dazi multi-platform MAU quarter-over-quarter growth rate

PHYSIX OBSERVATION

Three types of central SOE customers - finance, energy, and manufacturing - voted for the same general-purpose agent in the same period, showing that agent procurement has moved from pilots to volume deployment. Baidu Dazi took first place in the bids on the strength of its search and tool-chain orchestration capabilities, but behind the surge in MAU, paid retention still needs to be verified; whether central SOE orders can convert into long-term renewals is the real key.

Source: Leiphone report