艾瑞咨询-2024年中国B2B行业研究报告

Industry Investment Rating - The report does not explicitly provide an investment rating for the B2B industry [1][2] Core Viewpoints - China is in a technological红利 window driven by AI, which is accelerating the digital transformation of traditional industries, creating new opportunities for the B2B sector [2] - The integration of AI technologies, particularly generative AI, is expected to drive significant growth in the B2B market, with a projected growth rate of over 6% in the next 2-3 years [2] - The B2B market size reached 16.7 trillion yuan in 2023, and the adoption of generative AI is expected to further enhance the digital and intelligent transformation of the economy [2] Industry Development Opportunities - The global AI-driven technological competition is creating a strategic opportunity for China to lead in the B2B sector, with policies emphasizing AI's role in economic transformation [2][9] - Small and medium-sized enterprises (SMEs) in industrial clusters are a key focus for digital transformation, offering significant growth potential for B2B platforms [2][19] - Generative AI applications are rapidly being adopted in the B2B sector, with technology value being increasingly validated [2][14] B2B Platform Value Analysis - B2B platforms are leveraging generative AI to address challenges in production, transaction, and supply chain management, enhancing competitive barriers and capturing market opportunities [3] - On the production side, B2B platforms are improving efficiency and reducing operational risks through digital technologies [3] - On the transaction side, platforms are enhancing efficiency and risk management through data integration and standardization [3] - On the supply chain side, generative AI is being used to optimize inventory management, improve delivery speed, and secure financial resources [3] Industry Trends - The global economic transformation and technological advancements are driving B2B platforms to develop capabilities that are "more demand-aware, product-aware, and responsive" [4][73] - Industrial clusters are crucial for China's economic transformation, and B2B platforms are focusing on standardizing products and cultivating SMEs to gain competitive advantages [4][76] Market Growth Drivers - Policy support for AI and digital transformation is a major driver for the B2B market [9][10] - Economic recovery and stable market confidence are supporting the growth of the B2B sector, with manufacturing PMI indicating stable expectations [16] - The growth of industrial clusters, particularly in advanced manufacturing, is creating significant opportunities for B2B platforms [19][20] B2B Platform Capabilities - B2B platforms are enhancing production efficiency through digital technologies, including AI-driven product selection and agile production models [40][41] - On the transaction side, platforms are improving marketing, transaction matching, and risk management through AI and data integration [43][44] - In the supply chain, platforms are using AI to optimize inventory, improve delivery speed, and enhance financial resource allocation [52][53] Case Studies - Baidu's Ai Procurement platform is leveraging AI and digital infrastructure to help SMEs overcome digital transformation challenges and achieve cost reduction and efficiency improvement [56][57] - Alibaba's 1688 platform is focusing on user-first, AI-driven, and supply chain strengthening strategies to enhance transaction and operational efficiency [70][71] Future Trends - B2B platforms are expected to continue leveraging AI to enhance their capabilities in understanding demand, improving product awareness, and increasing responsiveness [73][74] - The focus on industrial clusters and the cultivation of SMEs will remain a key strategy for B2B platforms to gain competitive advantages in the AI-driven era [76][77]