中新网南宁12月27日电 (黄令妍)AI赋能千行百业超级联赛(简称"A超")"A超之夜"26日晚在广西南宁启 幕。作为本届"A超"收官盛典，"A超之夜"以"AI广西 AI中国 AI东盟"为主题，通过数智共述、超级路 演、战略发布、未来律动等环节，集中呈现赛事丰硕成果。现场融合数字气味沉浸体验、AI数字人发 布、机器人街舞等创新形式，彰显科技与人文交融魅力。 在全球人工智能浪潮奔涌、国际科技竞争与合作格局加速重塑的当下，广西壮族自治区主办的"A超"应 运而生。本届"A超"覆盖全国31个省(区、市)及东盟11国，吸引国内外10447支队伍参赛，形成揭榜挂帅 项目总金额超7400万元；涌现93个优秀场景与202项新技术展品；40个项目获资本初步青睐；57项技术 进入转化应用通道。一批企业更与东盟伙伴达成合作，共拓市场。 之夜"，机器人与演员共舞。俞靖 摄 图为"A超 智能应用惠民生 AI正成为赋能民生、优化产业的智慧引擎。从技术攻坚到应用落地、从成果转化到千行百业，活动现 场，"A超"8个获奖团队携特色项目路演。 图为"A超 之夜"AI新品发布现场。俞靖 摄 新品发布赋能产业 赛事新产品新技术覆盖92个细分应用领域 ...

Investment Rating - The report indicates a positive outlook for the ASEAN digital economy, particularly in e-commerce and on-demand services, with expected growth rates of 15% to 20% in the coming years [2]. Core Insights - The ASEAN e-commerce market is highly concentrated, with Shopee, Lazada, and TikTok dominating nearly 90% of the market share, with Shopee leading in Southeast Asia [1][4]. - Indonesia is the largest e-commerce market in Southeast Asia, with a GMV of approximately $160 billion, and is expected to see renewed growth driven by live commerce and video shopping [5]. - The on-demand services market, including food delivery, is projected to accelerate growth in 2024, with significant potential in Vietnam and Indonesia [7]. - The rapid commerce market is expected to grow at a compound annual growth rate of 20-30% in the coming years, driven by partnerships with traditional retailers [8]. Summary by Sections E-commerce Market Overview - The ASEAN digital economy encompasses e-commerce, tourism, food delivery, and online media, with a total market size of approximately $260 billion [2]. - E-commerce is the largest vertical, valued at around $160 billion, followed by tourism and online media [2]. - Shopee maintains over 50% market share in Southeast Asia, while TikTok Shop is rapidly growing as a strong second player [4]. Indonesia E-commerce Development - Indonesia's e-commerce market is experiencing a resurgence, with a GMV of about $160 billion and a penetration rate that has room for growth compared to China and South Korea [5]. Brazil E-commerce Growth - Brazil's e-commerce market is projected to grow at a rate of 17% in 2024, with a GMV of approximately $64 billion, and Shopee's market share has significantly increased since its entry [6]. On-demand Services Market - The on-demand services market, primarily food delivery, is valued at around $27 billion and has seen a compound annual growth rate of 18% over the past five years [7]. - Grab leads the food delivery market with a share exceeding 50%, while the market remains concentrated with the top players holding 80% to 90% of the total market share [9]. Digital Financial Services - The digital financial services sector is rapidly expanding, with digital loans expected to grow from $70 billion to approximately $300 billion by 2030 [13]. - C Limited has emerged as the largest consumer loan company in the region, with a loan scale exceeding $6 billion [13]. Grab's Business Performance - Grab holds a leading position in the food delivery market with a market share of approximately 50% to 60% and is expected to see stable revenue growth in the coming years [20]. - The company is focusing on expanding into second and third-tier cities to increase usage scenarios and improve operational efficiency through AI [20]. Goto's Business Overview - Goto is a leading player in Indonesia's digital ecosystem, with approximately 70% of its revenue coming from on-demand services, particularly food delivery [21]. - The company is expected to achieve significantly higher positive EBITDA this year while focusing on financial technology and advertising to strengthen its market position [22].