中新社北京11月23日电 (记者 尹倩芸)从泰国曼谷到巴西圣保罗，街头驶过的电动汽车不乏中国品牌身 影；泡泡玛特海外门店前，年轻人为抢购一只LABUBU玩偶排起长队；割草、扫地……功能各异的中 国家用机器人在跨境电商平台上热销。 这些发生在世界不同角落的日常，正重塑着"中国制造"的全球印象。驱动这一变化的主要力量，正是日 益活跃的中国民营企业。 他们的产品未必比同类海外商品便宜，却能够吸引用户为创新技术、独特设计或是文化体验买单。观察 认为，民企"出海"正向产业链、价值链高端攀升，推动"中国制造"向"中国创造"全面升级。 如今，中国企业的本土化实践不仅局限于产品适配，还通过建立海外研发中心、生产基地和供应链体 系，雇佣和培养本地员工等多种方式，实现与当地社会的深度连接。 这一变化很大程度上源于民企创新活力的持续增强。全国工商联发布的调研分析报告显示，2025年中国 民营企业500强中实际填报企业的研发费用总额1.13万亿元人民币，平均研发经费投入强度2.77%。 这种连接不断释放出溢出效应：企业能够更精准响应各国市场差异化需求，同时带动当地就业与产业升 级，创造更大的经济与社会效益。在此过程中，海外市场对中国 ...

Group 1 - Alibaba International Station has signed brand overseas cooperation agreements with three companies, including Dongfeng Liuzhou Automobile Co., Ltd., focusing on accelerating the overseas expansion of domestic brands from central and western China through a digital foreign trade solution [1] - Dongfeng Liuzhou has established a complete digital system for overseas expansion since joining Alibaba International Station in 2017, with an export amount expected to exceed 300 million RMB by 2024, marking a 47% year-on-year increase [1] - Baichen Heavy Industry has achieved a tenfold increase in foreign trade sales from 20 million RMB to 200 million RMB over five years by leveraging Alibaba International Station [1] - Zhongyu Dingli aims to combine its existing global sales and service system with Alibaba International Station's online resources to enhance its brand overseas [1] Group 2 - AI is fundamentally restructuring the B2B procurement decision-making process, providing unprecedented opportunities for private enterprises in central and western China to expand overseas [2] - The Chinese manufacturing sector's completeness in the global supply chain is irreplaceable, but it suffers from a structural shortcoming of "strong manufacturing, weak branding" [2] - Enhancing buyer experience, optimizing conversion paths, and strengthening brand perception through AI has become a key lever for increasing added value [2]

此外，海外消费者也正积极参与双11。双11期间，淘宝境外日下单用户数（DAC）实现双位数增长； 其中9个重点市场，日下单用户数同比增幅更超过20%。 今年双11，淘宝首次在全球20个国家和地区同步启动大促，并以中、英、俄、泰、马来五种语言服务全 球消费者。双11全周期，淘宝在新加坡、马来西亚、澳大利亚、日本等十多个境外市场实现GMV强劲 增长。 数据显示，双11期间，蕉内、亚朵星球、可复美、珀莱雅等数十个品牌境外成交额破千万。淘宝此前曾 面向商家推出"出海增长计划"，超过20万签约商家成交额实现翻倍增长。 双11当天，澳大利亚与新加坡英文用户成交都创下了历史新高；在通用俄语的哈萨克斯坦，30%的新增 购买用户通过俄语界面完成下单。双11期间，泰国新用户同比去年也增长了两倍以上。 淘宝出海总经理叶剑秋表示，双11一直是中国电商行业最重要的"风向标"，作为首个全球化的双11，今 年淘宝在境外市场实现了人群本地化、供给多元化、履约全球化的协同。"淘宝的出海进程将继续加 速，为中国商家开辟增量蓝海。" 其中，阿里国际站是国内最大的B2B出海平台，近年来持续加大对欧洲市场的投入。在近期举行的欧洲 最大的中小企业峰会Co ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 84.48 billion HKD on November 17, with significant purchases in the following stocks: 37.27 billion in Tracker Fund, 20.71 billion in Alibaba-W, 2.8 billion in Xiaomi Group-W, 2.47 billion in Meituan-W, and 2.19 billion in Pop Mart [1] - Southbound funds have continuously net bought Xiaomi for 14 days, totaling 98.0722 billion HKD, and have net bought Alibaba for 3 days, totaling 57.03 billion HKD [1] Group 2 - Alibaba-W reported a 57% year-on-year increase in European orders from its international platform, with a focus on the European market and the launch of the "Thousand Questions" project aimed at entering the AI to C market [6] - Xiaomi Group-W is expected to announce Q3 earnings on November 18, with projected revenue of 110.1 billion HKD, a year-on-year increase of 19%, and a net profit exceeding 10.1 billion HKD, a year-on-year increase of 62%, with automotive operations achieving profitability in the same quarter [6] Group 3 - Pop Mart is in early-stage development of a LABUBU movie in collaboration with Sony Pictures, but has declined to comment further on whether it will be a live-action or animated film [7]

新京报贝壳财经讯（记者程子姣）11月17日，阿里国际站数据显示，平台欧洲订单同比涨57%。今年 初，阿里国际站宣布，将瞄准欧洲核心市场翻倍投入。新京报贝壳财经记者了解到，阿里国际站去年连 续赞助了欧洲杯和巴黎奥运会，试图大力拓展欧洲市场，截至目前，欧洲市场增速连创新高。 ...

Group 1 - Alibaba's stock (BABA.US) rose by 3.19% in pre-market trading [1] - Orders from Alibaba's international platform in Europe increased by 57% year-on-year [1] - The company announced plans to significantly increase investment in the core European market and added a special European session to its global SME summit, CoCreate [1] Group 2 - The closing price of Alibaba's stock was $153.80, down 3.78% [2] - The pre-market price was $158.70, reflecting a gain of $4.90 [2] - The stock's market capitalization is approximately $366.98 billion [2]

Core Viewpoint - The article discusses the transformative impact of AI on international trade and e-commerce, particularly focusing on Alibaba's international platform, which is leveraging AI to enhance efficiency and create new growth opportunities for businesses in the B2B sector [5][6][7]. Group 1: AI Integration in B2B Trade - Alibaba's international platform, Alibaba.com, is the largest B2B cross-border e-commerce platform with over 50 million active enterprise buyers, aiming to enhance matching efficiency through AI [5][6]. - The platform has introduced AI-native applications like Accio and recently launched the Agent model, which has attracted 2 million overseas enterprise buyers [6][7]. - In September, the platform's order volume increased by 30% during the peak foreign trade season, showcasing the effectiveness of AI in driving business operations [6][7]. Group 2: AI's Role in Business Operations - AI is transforming traditional manual operations into semi-automated or fully automated processes, significantly reducing the time and effort required for various business functions [6][7]. - The introduction of AI search capabilities has led to a 14%-15% increase in conversion rates for sellers, demonstrating the tangible benefits of AI integration [15][34]. - The platform's AI search is designed to handle complex queries, improving user experience by providing results within 4-5 seconds, a significant improvement over previous response times [16][38]. Group 3: Future of AI in E-commerce - The CEO of Alibaba Group outlined a three-phase evolution towards advanced AI systems, with the current phase focusing on AI assisting human operations [7][8]. - The platform's AI initiatives are not just about efficiency; they also aim to democratize access to global supply chains for small and medium-sized enterprises [24][25]. - The company anticipates that AI will contribute to a significant portion of the global GDP, with a target of achieving a 10% impact on the $30 trillion global GDP [32][36]. Group 4: Challenges and Opportunities - Despite the progress, the CEO noted that only 10% of the B2B trade processes have been AI-optimized, indicating substantial room for growth [8][35]. - The complexity of B2B trade necessitates a more sophisticated approach than simple AI chatbots, as the needs of buyers are often intricate and multifaceted [12][13]. - The company is focused on creating a more integrated AI experience that enhances both buyer and seller interactions, moving beyond traditional methods [23][41].

Core Viewpoint - The era of AI is transforming productivity and traditional international trade methods, presenting both opportunities and challenges for e-commerce platforms and millions of foreign trade enterprises [1] Group 1: AI Integration in E-commerce - Alibaba's International Station (Alibaba.com) is a leading B2B cross-border e-commerce platform with over 50 million active enterprise buyers, focusing on AI-driven solutions to enhance matching efficiency and discover new growth areas [1][2] - The platform has introduced four AI Agent products to help sellers improve operational efficiency and conversion rates, transitioning from manual to semi-automated and fully automated processes [2][16] - In September, the order volume on Alibaba International Station increased by 30% during the peak foreign trade season, driven by AI enhancements [2] Group 2: AI Development and Strategy - The CEO of Alibaba Group outlined a three-phase evolution towards ASI (Artificial Superintelligence), with the current phase being "autonomous action," where AI assists human operations [2][3] - The International Station has made significant progress in AI integration, with 140,000 sellers using AI Agents daily, and the platform aims to fully AI-enable the buyer's search interface [2][3] - The company has set ambitious goals, estimating that only 10% of B2B trade has been AI-optimized so far, indicating substantial room for growth [4][27] Group 3: AI's Impact on Business Operations - AI is expected to enhance various operational aspects, including product listing, customer engagement, and marketing, leading to a more efficient and effective business model for sellers [2][18] - The platform's AI search capabilities have reportedly improved conversion rates by 14-15%, showcasing the effectiveness of AI in enhancing user experience [9][31] - The transition to AI-driven operations is seen as a way to lower barriers for small and medium-sized enterprises, enabling them to compete more effectively in the global market [18][20] Group 4: Future Outlook and Challenges - The company anticipates that achieving full AI integration will take time, with ongoing iterations and improvements needed to meet the complexities of B2B trade [4][28] - The potential for AI to contribute significantly to global GDP growth is highlighted, with a target of achieving a 10% impact on the $30 trillion global GDP [26][28] - The organization is focused on redefining its operational strategies and product offerings to leverage AI's capabilities fully, ensuring that it remains competitive in the evolving e-commerce landscape [35][33]

Core Viewpoint - The era of AI transforming productivity has arrived, presenting both opportunities and challenges for e-commerce platforms and foreign trade enterprises. Alibaba's international platform, Alibaba.com, is leveraging AI to enhance operational efficiency and discover new growth avenues [4][5]. Group 1: AI Integration in E-commerce - Alibaba.com has fully integrated AI into its e-commerce search functionality, providing four AI Agent products to help sellers improve operational efficiency and conversion rates [5][6]. - The platform has seen significant engagement, with 140,000 sellers using AI Agents daily, and a 30% increase in order volume during the recent peak season [5][6]. - The CEO of Alibaba Group outlined a three-phase evolution towards Artificial Superintelligence (ASI), emphasizing the current phase of "autonomous action" where AI assists human operations [5][6]. Group 2: Challenges and Opportunities in B2B Trade - B2B trade is complex and costly, necessitating a comprehensive AI transformation rather than simple chatbot solutions. Alibaba.com aims to address this complexity through its AI-native application, Accio, which automates significant portions of the procurement process [9][10]. - The platform's AI search capabilities have evolved to handle longer search queries, reflecting changes in user behavior driven by AI [11][12]. - The conversion rate for sellers using AI tools has improved by 14-15%, showcasing the effectiveness of AI in enhancing business outcomes [12][30]. Group 3: Future Prospects and Strategic Goals - Alibaba.com has completed approximately 10% of its AI transformation in B2B trade, indicating substantial room for growth and development [7][30]. - The company envisions that AI could contribute to a 10% increase in global GDP, marking a significant milestone for the industry [29][31]. - The integration of AI is expected to redefine operational methods for sellers, allowing them to focus on core business aspects rather than traditional operational tactics [24][25].

Core Idea - The article emphasizes the strategic collaboration between Alibaba and Google, positioning Alibaba as a "fishing pond" for initial customer acquisition and Google as a "fishing rod and private fishing ground" for brand building and high-value orders [3][4]. Alibaba International Station - Alibaba is described as a super traffic pond with advantages such as large traffic, quick setup, and rapid inquiry generation, but it suffers from a noisy environment and intense price competition [3]. - The platform helps businesses validate products and accumulate initial customers, although the customers are primarily platform-dependent [3]. Google and Independent Sites - Google, combined with an independent site, serves as a private fishing ground that allows for brand shaping, customer retention, and acquisition of high-value orders, albeit with a slower startup and the need for professional skills [4]. - The independent site enhances brand influence and trust, which can positively impact Alibaba store conversions [4]. Traffic Synergy - The first strategy involves traffic synergy, connecting public and private domains by using Alibaba data to inform Google advertising campaigns [5]. - Businesses can download visitor data from Alibaba to identify frequently visiting companies that did not inquire, allowing for targeted Google ads [6][7]. - This approach enables precise re-engagement with potential customers who may be slipping away from Alibaba [11]. Google Driving Traffic to Alibaba - The second strategy involves using Google to drive traffic to Alibaba stores by running search ads for core products, linking to well-designed independent site product pages instead of directly to Alibaba [8][9]. - This method injects high-intent traffic into Alibaba stores, enhancing store authority and inquiry volume [11]. Content and Trust Synergy - The third strategy focuses on creating a cohesive professional image across platforms by ensuring that Alibaba store visuals and Google ads are consistent [12]. - Content depth is enhanced by using Alibaba for product highlights and independent sites for technical details and brand storytelling, establishing a technical barrier against competitors [14]. Inquiry Conversion and Customer Management - Inquiry handling is differentiated between Alibaba and Google, with Alibaba inquiries being numerous but less qualified, while Google inquiries are fewer but more intent-driven [15][16]. - The goal is to efficiently allocate team resources to maximize high-quality inquiries from Google [15]. Customer Transition to Private Domain - Businesses are encouraged to guide Alibaba customers into private domains through natural communication, gradually transitioning them to email lists and independent sites [16][17]. - This strategy aims to convert platform customers into private domain customers, enhancing long-term relationships [17]. Common Pitfalls - The article highlights common pitfalls such as content duplication across platforms, internal conflicts over pricing, and neglecting data tracking for Google ads leading to Alibaba [18]. - It stresses the importance of adapting content to fit the unique attributes of each platform and maintaining consistent pricing to build customer trust [18]. Future Outlook - The article concludes that the future of foreign trade lies in integrated operations, advocating for the use of both Alibaba and Google to secure immediate and long-term business success [20].