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3 6 Ke·2025-12-04 02:58

Core Insights - Xiaohongshu has acquired Shanghai Shengdong Shizhang Technology Co., Ltd., the developer of its strategic AI search product "DianDian," integrating it into its core operations [1][2] - The acquisition is part of Xiaohongshu's AI strategy, aiming to enhance user experience by providing precise answers in various life scenarios, such as food recommendations and travel planning [2][4] - The user demand for search functionality on Xiaohongshu is significant, with 70% of monthly active users engaging in search activities, and 88% of these searches initiated by users themselves [2][3] Company Strategy - The integration of "DianDian" is expected to create a closed-loop system connecting content and transactions, improving conversion efficiency [2][4] - Xiaohongshu is facing competition from major players like ByteDance and Alibaba, which have also intensified their AI capabilities [3][4] - The company is enhancing its AI capabilities through self-developed models and restructuring its algorithm team to improve commercialization efficiency [3][4] Market Dynamics - The AI search market is becoming increasingly competitive, with Xiaohongshu needing to improve its product's accuracy and user adoption rates [3][4] - The acquisition of the "DianDian" development team is seen as a critical move to stabilize user traffic and optimize user behavior paths [4] - Industry experts suggest that Xiaohongshu's focus on AI will enhance its competitiveness in the content e-commerce sector, potentially influencing the broader industry landscape [4]