What Agentic AI Means for Foreign Firms’ Strategies in China

Key Takeaways

• Leading Chinese technology firms are deploying agentic AI through consumer platforms and connected devices, where they possess structural advantages like ecosystem integration.
• Agent-led commerce creates opportunities for multinational retailers with strong digitalization and product quality, but capturing these gains will require dependence on Chinese digital platforms.
• For foreign device manufacturers, integration with China’s digital AI ecosystem will become imperative for market access and competitiveness.