According to a research report by CITIC Securities, 1) OA and ERP constitute the core digital foundation of enterprises. 2) Natural language interaction + learning ability improvement, generative AI is constantly iterating. In this round of generative AI wave, changes in interaction forms and strong learning ability constitute the core development direction. 3) Agents enable the implementation of OA/ERP+AI, and domestic and foreign manufacturers are actively deploying Agents with the ability to autonomously understand, perceive, plan, remember and use tools, and can automatically execute and complete complex tasks. In corporate office scenarios, they can help OA/ERP become an enterprise entry-level platform. At present, overseas enterprise management software manufacturers such as SAP, Oracle, and Salesforce have widely deployed AI and Agents to realize business process automation; domestic Kingdee International, Zhiyuan Interconnect, and Fanwei Network have also launched Agent services to grasp the needs of enterprise digital transformation. 4) OA+ERP, as the core digital foundation where enterprise data converges, focuses on the two core components of people and resources, and is easier to combine with AI, and is expected to be commercialized first. With the further implementation of B-side Agent, OA+ERP is expected to become a new entry-level platform application, connecting various business components and improving user convenience. It is recommended to pay attention to companies related to the ERP track, OA track, and the MES field.