中国主要厂商正集中投入可执行任务的代理系统，依托其巨量平台数据形成优势。Tencent 强调 Weixin 的通信与社交数据将支撑用户意图识别，其目标包括自动代购，但仍需进一步开发。Alibaba 推出重制版 Qwen，使用量在不到一周内达到一千万，并计划让其在 Taobao 中执行自动浏览与选择。两者依托各自庞大的生态，而 JD.com 与 PDD 未投入同等规模资源。

ByteDance 以四千八百亿美元估值跻身头部力量，依托 Douyin 与 Doubao 构成双平台支点，与 Tencent 与 Alibaba 同级推进代理能力。同时出现 DeepSeek 这类小型团队突围的现象，证明突破并非完全由体量决定。Honor 则尝试设备预置代理 YoYo，结合语音与屏幕内容执行任务，但目前表现缓慢且仍具边缘粗糙。

整体生态尚处早期阶段，各类代理距离成熟仍存差距，但过去图像生成模型的快速跃迁显示可能出现突变式进步。随着 Nano Banana Pro 等视觉生成系统性能上升，未来代理或在短周期内从“不够好”转向“不可或缺”。中国代理预计将深度贴合本土软件体系，在出口前将经历试验期，期间将暴露成功模式与失败路径。

China’s major firms are concentrating on task-executing agents, leveraging extensive platform data for structural advantage. Tencent highlights Weixin’s communication and social datasets for intent modeling, targeting functions such as automated shopping but requiring further development. Alibaba’s revamped Qwen reached ten million users in less than a week and is being built to browse and select items on Taobao. Both rely on large ecosystems, while JD.com and PDD have not committed comparable resources.

ByteDance, valued at USD 480 billion, operates at parity with Tencent and Alibaba through Douyin and Doubao as dual foundations for agent development. The DeepSeek episode shows that small teams can still deliver frontier models. Honor pursues device-integrated agents through YoYo, merging voice and on-screen context to execute tasks, though current performance remains slow with visible roughness.

The ecosystem remains early-stage, with significant gaps to maturity, yet the rapid evolution of image generators illustrates the potential for sudden performance jumps. With systems like Nano Banana Pro advancing visual generation, agents may shift quickly from “insufficient” to “indispensable.” Chinese agents will remain tailored to domestic software constraints, creating an interim phase where effective and ineffective designs become evident.