According to Securities Times data cited by 36Kr, Chinese AI agent concept stocks fell an average 20.63% so far this year as of the Oct. 8 close, badly trailing the Shanghai Composite, though seven names gained more than 10%. Thirty-nine of the stocks drew "positive" ratings from at least five institutions, with Hisense Visual Technology mentioned in the most broker reports (28); the company says it has built an integrated "device-cloud-chip" AI stack and shipped terminal applications such as the Xiaoju Super Agent and multimodal Xiaoju screen Q&A. The report frames the AI narrative as shifting from a model-capability race to Agent commercialization.