WeChat's A2A Shows Why Internet Platforms are LT AI Winners

研报英文原文证据摘录

WeChat's A2A Shows Why Internet Platforms are LT AI Winners

China (PRC) | Technology EquityJuneResearch9, 2026

WeChat's A2A Shows Why Internet Platforms

are LT AI Winners

WeChat's A2A integration with 5 Chinese smartphone (SP) OEMs could

catalyze the monetization of AI on SP. Unlike GUI agent's phone 'hijacking'

approach, A2A enables secure, collaborative agent interactions, allowing

users to carry out transactions by talking to their SP. SP OEMs could

become "user intent routers" and share monetization with little hardware

upgrade; WeChat will truly become an AI OS LT. BABA could follow suit, but

Doubao SP will likely fade out.

WeChat to integrate with major local SP agents via A2A. Tencent’s WeChat initiated a

collaboration with five main Chinese SP OEMs: Huawei, Xiaomi, Honor, OPPO, and vivo, to roll

out Agent-to-Agent (A2A) capabilities. Early deployments on devices such as Honor 500 Pro

allow users to perform core WeChat functions via select SP's native AI assistants. Yesterday,

WeChat opened its AI ecosystem to external developers, allowing third-party mini-programs

to turn their functionalities as SKILLs, so that WeChat AI (still under development) could fulfill

user intents in various mini-programs (exhibit 2). Moreover, JD and Tencent announced a

strategic partnership to integrate JD’s retail supply chain and logistics fulfillment capabilities

with WeChat.

A2A is superior to GUI Agent. This is similar to the A2A framework (AppFunctions) proposed

by GOOG in 2025.. It is totally different from the GUI (Graphical User Interface) agent in

ByteDance’s Doubao phone. GUI agent requires deep OS-level integration to "read" the screen

and simulate human clicks and swipes to operate apps. This triggers severe security risks