互联网传媒行业深度报告：2024再看AI应用：AI有望长期驱动电商优质增长

Industry Investment Rating - Overweight (Maintained) [1] Core Views - AI+E-commerce is a significant application scenario, enhancing experience and efficiency across the entire industry chain [2] - AI empowers sellers to reduce costs and increase efficiency, allowing them to focus more on products while platforms and SaaS companies improve monetization efficiency [2] - AI enhances buyers' shopping decision-making efficiency and experience, boosting platform GMV and advertising potential [2] - Cross-platform integration is a potential approach for AI e-commerce applications, as seen in collaborations like Perplexity with Shopify [2] - Investment recommendations include e-commerce platforms like Focus Technology and ZDM, cross-border sellers like Huakai Yibai and Jinhong, and SaaS companies like Guangyun Tech and Weimob [2] AI Empowering Sellers Platforms - Amazon has launched free AI tools to improve seller efficiency, including AI-generated product descriptions and A+ content creation, with over 400,000 sellers using these tools by September 2024 [5] - Alibaba International AI has tested AI capabilities in over 40 scenarios, improving conversion rates, click-through rates, and customer satisfaction by 1-30% across platforms like AliExpress and Lazada [8] - Alibaba's domestic AI tools, such as "Huiwa," help sellers generate marketing content and AI models, reducing costs by 95% and improving efficiency [14] SaaS Companies - Shopify's AI tools, including Shopify Magic and Sidekick, are widely adopted, with 50% of merchants planning to use AI for content generation and 33% for SEO and customer targeting [22] - Weimob's WAI platform has seen a 237% increase in AI commercialization revenue, with a 75% renewal rate among small and medium-sized merchants [24] AI Enhancing Buyer Experience Platforms - Amazon's AI shopping assistant Rufus improves buyer engagement and conversion rates by providing personalized recommendations and real-time price information [29] - ZDM's AI shopping assistant "Xiao Zhi" has provided over 48.26 million consumer decision-making suggestions, with AI-recommended GMV accounting for 78.5% during Double 11 [31] Cross-Platform Integration - Perplexity's integration with Shopify allows users to search and compare products across multiple platforms, providing AI-driven recommendations [33] - Rebate Technology's AI-powered shopping assistant "Ruyi" offers services like price comparison, AI bargaining, and rebate checks [33] Investment Recommendations - E-commerce platforms: Focus Technology and ZDM are recommended, with attention on Rebate Technology [35] - Cross-border sellers: Huakai Yibai and Jinhong are recommended [35] - SaaS companies: Guangyun Tech, Ruoyuchen, Liren Lizhuang, Yiwang Yichuang, and Qingmu Tech are recommended, with attention on Weimob and Youzan in Hong Kong [35]