ZHI-TECH(SZ:300785) Mei Ri Jing Ji Xin Wen·2025-09-26 14:49Core Insights - AI is transforming the shopping experience from "assisted decision-making" to "autonomous execution" with the launch of the "Zhang Dama" app by Zhi De Mai Technology [2] - The app aims to automate various consumer scenarios, including product recommendations, price comparisons, and travel bookings, utilizing advanced technologies [2][4] - Major competitors like Meituan and JD.com are also developing their AI assistants, indicating a competitive landscape in the AI + consumption sector [2][6] Company Developments - Zhi De Mai Technology introduced the "Zhang Dama" app after the initial "Xiao Zhi" product was upgraded, focusing on cross-platform operations [3][4] - The app has shown strong user engagement, with average daily launches and conversation rounds exceeding industry averages, despite not actively seeking new users [4] - The company is facing intensified market competition as major players enhance their AI capabilities [5][6] Competitive Landscape - JD.com and Meituan have launched their AI applications, "Jingxi" and "Xiao Mei," respectively, which aim to integrate shopping and lifestyle services using AI [6][7] - Zhi De Mai Technology believes its cross-platform capabilities and deep task execution potential provide a competitive edge against these larger rivals [7] Future Directions - The company is exploring its commercial model, with a focus on enhancing user value before scaling industry and platform value [8] - Zhi De Mai Technology is investing heavily in AI, with over 50% of its R&D budget allocated to this area, indicating a commitment to long-term growth [9] - Strategic partnerships, such as the one with Huawei, are being pursued to expand capabilities and market reach [9]