Luckin Coffee(US:LKNCY) Yang Guang Wang·2025-09-11 08:56Core Viewpoint - Alipay launched the first domestic "AI Payment" service at the 2025 Inclusion·Bund Conference, providing payment services for AI agents and integrating ordering and payment processes seamlessly for the first time in the industry [1][9]. Group 1: Service Launch and Features - The "AI Payment" service was first implemented in the "Lucky AI" ordering assistant at Luckin Coffee, allowing users to place orders and make payments through voice commands without leaving the AI chat interface [1][3]. - Users can now simply say "order" after receiving recommendations from "Lucky AI," completing the payment process after identity verification, making the experience as natural as conversing with a store clerk [3][6]. Group 2: Industry Impact and Future Prospects - Luckin Coffee's Product Director, Pu Yu, stated that the integration of "Lucky AI" with Alipay's AI Payment enhances the coffee consumption experience and lays the groundwork for expanding more service scenarios in the future [7]. - Ant Group's Chief Technology Officer, Zhu Lin, emphasized that the innovation aims to address safety and convenience in payments, predicting that new interactive payment methods could exceed 50% in the next five years, with a tenfold increase in diverse smart device payments [8]. - The launch of "AI Payment" is seen as a key step in activating the AI industry ecosystem, with the potential for the AI payment market to reach a trillion-level scale [8][9]. Group 3: Additional Innovations - Alipay has introduced several pioneering services, including the first "Payment MCP Server" for AI agents, "AI Tipping" for developers, "AI Subscription Payment" for service-based pricing, and the global first "Look-and-Pay" service for smart glasses [9]. - The introduction of "AI Payment" further completes the commercial loop from AI services to payments, promoting the prosperity of the AI ecosystem [9].