阿里国际扭亏为盈 新加坡国家AI计划采用千问架构｜出海周报

Industry Overview - Over 7,000 domestic and foreign platforms have fulfilled their tax information reporting obligations, significantly improving tax compliance among operators and employees within these platforms [1] - The majority of platform operators have registered as market entities, although some have not complied with registration and tax declaration requirements [1] Robotics Market - The global humanoid robot market is in its early exploration phase, with expectations to enter a golden development period in the next 5 to 10 years [2] - By 2035, annual sales of humanoid robots are projected to reach 6 million units, with a market size exceeding $120 billion; in an optimistic scenario, sales could surpass 10 million units, reaching a market size of $260 billion [2] Company Developments - Alibaba's International Digital Commerce Group reported a revenue of 34.799 billion yuan for Q2 of fiscal year 2026, a 10% year-on-year increase, with adjusted EBITA showing a profit of 162 million yuan compared to a loss of 2.905 billion yuan in the same period last year [3] - Singapore's National AI Program has shifted from using Meta's model to adopting Alibaba's Qwen open-source architecture, marking a significant expansion of Chinese open-source AI models globally [4] - Cainiao has launched a cross-border small package service covering eight African countries, optimizing logistics solutions for Chinese cross-border e-commerce [5] - Dianping has expanded its coverage to over 1,000 cities across more than 200 countries, focusing on destinations popular among Chinese tourists [6] - Tencent has launched the international version of its Mix Yuan 3D creation engine, allowing users to create high-quality 3D works [7] - Didi's core platform saw a 13.8% year-on-year increase in order volume, reaching 4.685 billion orders, with international business growing over 20% [8][9] - WeRide and Uber have initiated L4-level fully autonomous Robotaxi commercial operations in Abu Dhabi, marking the first such operation in the Middle East [10] - Leapmotor has officially entered the South American market, launching its electric vehicles in Brazil and Chile, with plans for further expansion in the region [11]