Core Viewpoint - The AI industry has matured, with "AI spreadsheets" emerging as effective tools for enhancing efficiency in the e-commerce sector, particularly during the 2025 Double Eleven shopping festival [2][4]. Group 1: AI Spreadsheet Development - DingTalk's AI spreadsheet achieved a significant technical breakthrough, allowing a single spreadsheet to handle up to 10 million active rows, addressing the data surge during major sales events [2][4]. - The rise in usage of AI tools like DingTalk's spreadsheet reflects the urgent market demand for efficient data management in e-commerce [4][5]. - The fragmentation of data in the e-commerce industry has historically hindered efficiency, with disparate systems leading to high error rates and slow feedback [5][6]. Group 2: E-commerce Industry Challenges - E-commerce transactions reach trillions annually, with peak periods like Double Eleven seeing transaction volumes 1.5 times higher than normal [5]. - Traditional methods of data management in e-commerce, such as Excel and CRM systems, are cumbersome and inefficient, necessitating a shift to more integrated solutions [5][6]. - The complexity of e-commerce operations, including diverse product categories and marketing strategies, complicates data integration and decision-making processes [5][6]. Group 3: DingTalk's Unique Position - DingTalk's AI spreadsheet is uniquely positioned within Alibaba's ecosystem, enabling it to connect directly with e-commerce data structures and understand the specific needs of Chinese merchants [6][20]. - The AI spreadsheet is evolving into a smart agent capable of thinking, executing, and collaborating, thus transforming traditional SaaS tools into a new type of business operating system [6][20]. Group 4: Case Studies - Brands like AlmondRocks have leveraged DingTalk's AI spreadsheet to streamline operations, reducing manual data entry and improving decision-making efficiency [11][13]. - Silver Tai Department Store utilized the AI spreadsheet to synchronize operations across multiple locations, significantly enhancing collaboration and operational efficiency [14][20]. - Semir, a leading apparel company, has integrated the AI spreadsheet to convert customer feedback into actionable product directives, improving responsiveness to market changes [16][19]. Group 5: Market Impact and Future Outlook - As of August 2025, over 300,000 companies are using DingTalk's AI spreadsheet, with e-commerce and retail sectors experiencing a 280% year-on-year growth [21][22]. - The penetration rate of smart spreadsheet applications in the retail e-commerce sector is projected to reach 80% by the end of 2026, indicating a significant shift in operational practices [22][23]. - The future of competition in e-commerce will hinge on decision-making speed and execution automation, with DingTalk's AI spreadsheet playing a crucial role in this transformation [22][23].