第一财经·2026-01-15 09:22Core Viewpoint - Alibaba's Taobao Flash Purchase has transitioned to a new competitive strategy by integrating AI capabilities, allowing users to place food orders through natural language commands, marking a shift from traditional competition to an "intelligent race" in the local life service industry [1][2][10]. Group 1: AI Integration and User Experience - The integration of the Qianwen App with Taobao Flash Purchase enables a seamless ordering experience, where users can simply state their requests, and the system handles the entire process from merchant matching to payment [1][2]. - This development signifies the emergence of a true consumer-grade AI agent, which can execute tasks rather than just respond to queries, fundamentally changing the user interaction model in local services [2][4]. - The AI's ability to provide personalized recommendations and streamline the ordering process enhances convenience for all users, including those with special needs [3][4]. Group 2: Business Model Evolution - Taobao Flash Purchase has shifted its focus from scale to structural optimization and unit economics improvement, with a notable increase in GMV share and a stable daily order volume exceeding 10 million [6][7]. - The integration of AI allows for proactive service delivery, transforming the business model from reactive to one that anticipates user needs, thus creating a self-reinforcing cycle of user engagement and data enrichment [7][10]. - The collaboration of various Alibaba services, such as Taobao, Alipay, and Gaode, enhances the overall service capability, allowing for over 400 task execution functions [4][8]. Group 3: Competitive Landscape and Future Outlook - The competitive landscape is shifting towards understanding consumer intent and executing tasks efficiently, rather than merely competing on delivery speed or promotional offers [9][10]. - Alibaba's commitment to a value-driven approach, focusing on user experience and ecosystem synergy, positions it favorably against competitors who rely on traditional methods [10][12]. - The integration of AI into local life services is expected to redefine the industry, emphasizing the importance of a comprehensive ecosystem that combines products, payment systems, and logistics [10][12].