Xin Hua Wang·2025-08-04 09:33Core Insights - The core viewpoint of the articles emphasizes the transformation of consumer trends driven by technology, particularly the rise of new service-oriented e-commerce as a key engine for domestic demand in China [2][3] Group 1: New Consumer Trends - The two prominent new consumer trends identified are "immediacy" and "service industry on platforms" [2] - 61% of Generation Z consumers desire minute-level delivery, highlighting a strong demand for immediacy in services and products [2] - Over 10 million merchants have already listed service offerings on platforms like Taobao and Xianyu, with the GMV growth rate for these services significantly outpacing that of physical goods [2] Group 2: Technological Support and Strategy - The underlying factors driving these trends include AI-assisted decision-making, the application of complex big data across various scenarios, and the improvement of warehousing and delivery infrastructure [3] - Alibaba plans to invest 380 billion yuan in AI research and development over the next three years and 50 billion yuan within a year to create a new service e-commerce platform [3] - The company aims to establish a sustainable market order and new consumption ecosystem, inviting more participants to join in the growth of new service-oriented e-commerce [3]