Core Insights - Alibaba's 1688 platform has launched the "AI Acceleration. Business Grab Plan" aimed at new merchants, offering a "three guarantees" service to ensure visitor traffic, inquiries, and orders, with compensation if targets are not met [1] - The platform's general manager, Wang Qiang, highlighted a K-shaped recovery in the industry, where 20%-30% of leading merchants are experiencing significant growth, while others relying on traditional models face ongoing pressure [1] - The report identifies three structural shifts in the industry driven by AI: decision-making mechanisms moving from human experience to AI-driven data, organizational forms transitioning from traditional command chains to AI-driven scheduling, and core competencies shifting from traditional skills to rapid training of AI models [2] Group 1 - The "three guarantees" service promises 50,000 visitors, 500 inquiries, and 300 orders, supported by AI product capabilities that have shown a 73% increase in GMV for AI-enabled members [3] - The report indicates that by 2025, nearly a quarter of orders on the 1688 platform will be reverse-customized, contributing to double-digit profit growth [2] - The platform has initiated a "Supply Chain Brand Plan" to collaborate with quality merchants, transitioning from white-label to brand and supply chain branding [4] Group 2 - Wang Qiang noted that only about 5% of merchants have reached the third stage of deep AI application, primarily led by agile new entrepreneurs [4] - The concept of "AI concentration gradient" categorizes regions based on their AI integration, with the Pearl River Delta and Yangtze River Delta as leading areas, while central and western regions are seen as growth areas [2] - The platform's long-standing presence in the industry has allowed it to accumulate valuable data assets and knowledge graphs, enhancing supply chain efficiency and reducing social inventory [4]