生成式人工智能赋能中国零售行业加速智能化升级转型

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The retail industry in China is undergoing significant transformation driven by generative artificial intelligence (AI), which is reshaping operational models and competitive landscapes. The technology is enhancing various aspects of retail, including marketing, supply chain management, and customer service [20][19][24]. - Generative AI is expected to create unprecedented opportunities and challenges for retail businesses, necessitating a careful evaluation of costs and alignment with long-term strategic goals [20][19]. - The report emphasizes the importance of a rational and cautious approach to investment in generative AI, highlighting the need for businesses to avoid over-investment while ensuring alignment with their strategic objectives [50][49]. Summary by Sections Introduction - The introduction outlines the rapid digital transformation in the retail sector, accelerated by generative AI, which is expected to bring about significant changes in operational efficiency and customer engagement [17][19]. Current State of Generative AI - Generative AI has evolved significantly, with applications across various industries, including retail. The technology is characterized by its ability to generate new content and insights from existing data, enhancing decision-making processes [64][65]. Applications of Generative AI in Retail - The report identifies numerous applications of generative AI in the retail sector, such as personalized marketing, intelligent customer service, supply chain optimization, and risk management. These applications are designed to improve efficiency and customer experience [108][109]. - Specific use cases include knowledge assistants, automated ordering systems, and predictive maintenance tools, which collectively enhance operational capabilities and customer interactions [108][109]. Recommendations for Enterprises - The report suggests that enterprises should focus on building a robust generative AI architecture that includes knowledge bases, model selection, and scenario development to maximize the technology's effectiveness [46][47]. - It also emphasizes the need for businesses to foster an innovative organizational culture that encourages learning and adaptation to the evolving landscape of generative AI [47][49]. Conclusion - The conclusion reiterates the transformative potential of generative AI in the retail industry, urging companies to stay informed about technological advancements and to strategically integrate these innovations into their operations [19][20].