Group 1 - Taobao has entered the "Big Member" era, with the 88VIP membership program announcing an upgrade in member benefits, including additional perks for its seventh anniversary and integration with Hema's membership system [1] - The number of 88VIP members has surpassed 50 million, maintaining double-digit growth over the past year [1] - The upgraded 88VIP membership now includes over 20 exclusive benefits, covering various aspects of consumer needs such as dining, entertainment, and travel [1] Group 2 - Alibaba has initiated a strategic transformation from an e-commerce platform to a large consumption platform, establishing a new e-commerce business group and integrating various platforms like Taotian, 1688, and Xianyu [2] - The company plans to invest 50 billion yuan within a year to create a new service-oriented e-commerce platform, aiming to replicate the success of Taobao in the service industry [2] - Key consumer scenarios, including Ele.me, Fliggy, and Hema, have been deeply integrated to enhance business collaboration and improve consumer experience [2]

Core Viewpoint - Alibaba Group's Vice President Xiang Huangmei stated that new service e-commerce will become a new engine for driving domestic demand [2] Group 1: Investment and Strategy - Alibaba plans to invest 380 billion yuan in AI research and development over the next three years [2] - The company will invest 50 billion yuan within a year to create a new service e-commerce platform, aiming to replicate a "service industry Taobao" [2] - Alibaba aims to establish a sustainable market order and a new consumption ecosystem [2] Group 2: Consumer Trends - There are two notable new consumption trends identified from the instant consumption phenomenon: 1. Strong demand for instant consumption, with 61% of "Generation Z" consumers wanting goods and services delivered within minutes, half an hour, or by the same day [2] 2. A clear trend of "service industry going online," with over 10 million merchants expected to offer services on platforms like Taobao and Xianyu by 2024, with the GMV growth rate for these services significantly outpacing that of physical goods [2][2] Group 3: Technological Support - The trends are supported by AI technology for decision-making, the application of complex big data across various scenarios, and the improvement of warehousing and distribution network infrastructure [2]

对于如何抓住这一趋势，项煌妹介绍，阿里巴巴秉持"用户为先，AI驱动"战略，将在三年内投入3800亿 AI研发，在一年内投入500亿打造新型服务电商平台，再造一个服务业淘宝。同时，阿里巴巴将构建可 持续的良好的市场秩序和新消费生态，欢迎更多参与者加入，坚信新型服务业电商会成为拉动内需的新 引擎。 作为兼具思想价值、科技价值和产业价值的全国性对话交流活动，2025企业家太阳岛年会吸引来自政商 学研企等领域的嘉宾共赴"冰城"，为经济社会高质量发展提供新思路、激荡新智慧、注入新动能。年会 由新华社品牌工作办公室、新华网、新华社黑龙江分社、哈尔滨马迭尔文化旅游投资集团有限公司主 办。 （文章来源：新华网） 8月3日上午，以"新质生产力：新智造新消费新生态"为主题的2025企业家太阳岛年会主论坛在哈尔滨举 行。在主论坛"思客对话"环节，阿里巴巴集团副总裁项煌妹围绕新消费趋势及根源以及如何抓住趋势推 进中国新质生产力展开阐述。她表示，技术驱动的效率变革是新消费趋势的核心，新型服务业电商将成 为拉动内需的新引擎，阿里将再造一个服务业淘宝。 项煌妹表示，从外卖等即时消费现象中，平台洞察到两个明显的新消费趋势：其一是"即时性"。 ...

图为阿里巴巴集团副总裁项煌妹8月3日上午在2025企业家太阳岛年会主论坛思客对话环节进行发言。 项煌妹表示，从外卖等即时消费现象中，平台洞察到两个明显的新消费趋势：其一是"即时性"。"Z 世 代"作为互联网原生一代，消费习惯和消费金额在平台已成为重要消费主体，据第三方调研显示，61% 的"Z世代"消费者希望商品和服务能分钟级送货、半小时达、当日到货，即时性需求十分突出；其二 是"服务业上平台"。数据显示，2024年淘宝闲鱼等平台已有超过1000万商家发布服务业供给，涵盖各地 多元服务业态，购买这些服务的消费者的GMV（交易总额）增长率远超实物商品。 项煌妹表示，这些趋势的背后，是AI科技的辅助决策支持、复杂大数据在多场景的应用落地，以及仓 配和配送网络基础设施的完善作为支撑，"本质是技术驱动的效率变革"。 对于如何抓住这一趋势，项煌妹介绍，阿里巴巴秉持"用户为先，AI驱动"战略，将在三年内投入3800亿 AI研发，在一年内投入500亿打造新型服务电商平台，再造一个服务业淘宝。同时，阿里巴巴将构建可 持续的良好的市场秩序和新消费生态，欢迎更多参与者加入，坚信新型服务业电商会成为拉动内需的新 引擎。 作为兼具思想 ...

Core Viewpoint - Alibaba is significantly increasing its investment in AI and cloud infrastructure, with a total of 4 trillion yuan planned over the next three years, marking the largest investment in this sector by a private company in China [2][3][4]. Investment Plans - The 4 trillion yuan investment is aimed at AI and cloud infrastructure, while an additional 50 billion yuan is allocated to stimulate service consumption and domestic demand [2][6]. - These investments are seen as a response to both competitive pressures and a strong belief in the future growth of the Chinese market [3][4]. Confidence in Market Potential - Alibaba's leadership expresses confidence in the potential of AI and domestic demand as key growth drivers for the company [5][6]. - The company believes that the AI market in China will lead to significant innovation and application opportunities due to its large scale and rapid development in the field of large models [7]. AI Infrastructure and Innovation - The 4 trillion yuan investment will focus on essential infrastructure such as chips, servers, data centers, and AI technologies, which are crucial for supporting innovation across various industries [8]. - The development of the Tongyi Qianwen large model is highlighted as a key innovation driver, with a focus on reducing computational power consumption [9]. Open Source and Ecosystem Development - The Tongyi series of models is open-source, aiming to foster a thriving ecosystem and innovation across industries, with over 400 million downloads and more than 140,000 derivative models [10]. Impact on Service Industry - Alibaba aims to leverage technology to enhance service industry efficiency, with a focus on matching consumers and businesses more effectively [11]. - The company sees a significant growth opportunity in the service sector, estimating a market size exceeding 10 trillion yuan within the next two to three years [11]. Embracing Challenges and Opportunities - Alibaba views challenges in the AI landscape as opportunities for innovation, emphasizing the importance of human experience and service capabilities in manufacturing and service industries [12]. - The company is committed to using algorithms as tools for societal progress, focusing on how technology can address real-world problems [12].

Core Insights - The recent development in the food delivery and e-commerce sectors is characterized by a transformation rather than a competition, creating new opportunities for all stakeholders involved [1] - The growth in order volume and revenue in the food delivery sector has led to significant job creation, with businesses planning to expand their workforce in response to increased demand [1][2] - The rise of new service-oriented e-commerce is enhancing consumer convenience and driving a positive cycle of consumption and employment [2][3] Group 1 - The "new service industry e-commerce" is experiencing substantial market growth, significantly increasing consumption density and benefiting the entire supply chain [1] - "Wan Jia Zao An" reported a 30% increase in order volume and total revenue over the past two months, necessitating the hiring of additional staff across its 50 stores in Beijing [1] - The number of delivery orders at a specific station increased from approximately 4,000 to 9,000 in two months, leading to an increase in the number of riders from 100 to around 150 [2] Group 2 - The competitive landscape among platforms is enhancing consumer service accessibility, allowing for previously unachievable late-night consumption [2] - The emergence of new e-commerce models, such as Taobao Flash Purchase, is stimulating consumption and improving platform and merchant performance, as well as rider income [3] - The development of new service industry e-commerce is identified as a crucial method for promoting high-quality employment across various sectors, including logistics and manufacturing [3]