Policy boosts "Artificial Intelligence + E-commerce": Listed companies seize development opportunities

Securities Daily reporter Li Wenshan, trainee reporter Zhang Meina

Recently, six departments including the Ministry of Commerce, the Cyberspace Administration of China, and the Ministry of Industry and Information Technology jointly issued the “Guiding Opinions on Better Serving the Real Economy and Promoting the High-Quality Development of E-Commerce” (hereinafter referred to as the “Opinions”). The “Opinions” proposes developing “Artificial Intelligence + E-Commerce,” guiding e-commerce companies to strengthen research, development, and application of artificial intelligence large models and other technologies, optimize the consumer experience, reduce operating costs, and enhance distribution efficiency.

According to the “Global E-Commerce Industry AI Application Research Report (2025)” released by Fastdata, a third-party research institution, artificial intelligence (AI) is fundamentally changing the e-commerce industry by enhancing personalization, optimizing supply chains, and promoting sustainable development. Artificial intelligence has enormous potential in the field of e-commerce. Companies that embrace these technologies will seize the first-mover advantage in the rapidly developing digital market.

Zhu Keli, founder and dean of the Institute of Research for New Economy, said in an interview with Securities Daily reporters that, at present, “Artificial Intelligence + E-Commerce” has moved from single-point intelligent tool applications to a new stage featuring deep empowerment by large models, end-to-end collaborative linkage, and precise matching between supply and demand. National top-level design and local policies form an upward-and-downward linkage, providing different-sized enterprises with tailored intelligent upgrade pathways and accelerating the industry’s transition to high-quality development.

Under policy catalysis, multiple listed companies have been stepping up their layout around key links in the industry chain, such as AI technology R&D, intelligent applications on the consumer side, tool upgrades on the operations side, and vertical empowerment on the industrial side.

On one hand, major internet companies have rolled out intelligent agent applications one after another, relying on self-developed large models to connect to their e-commerce platforms or build AI on-demand retail assistants.

For example, JD Fresh—under JD Group—has launched the first integrated intelligent assistant for on-demand retail, the AI “Xiao Qi” (AI Xiao Qi). Users can, through natural conversation in the JD Fresh app or mini program, obtain recipes, product recommendations, and add-to-cart with one click. It covers the entire process from pre-sales product selection, to in-sales guidance, to after-sales consultation, compressing cumbersome shopping steps into dozens of seconds and significantly improving efficiency.

On the other hand, vertical service providers, leveraging their deep understanding of specific industries, have introduced AI applications that are adapted to their respective sectors.

For example, Hangzhou Yiwang Yichuang Technology Co., Ltd. (hereinafter referred to as “Yiwang Yichuang”) said in a recent institutional research survey that, based on years of accumulated operational data and a standardized process system, and combined with mainstream large-model capabilities, the company has built an AI Agent product matrix including Yunjian (a data insight platform), Dashitushengtu (AI visual generation), Susutou (intelligent ad placement), and AI customer service (intelligent customer service). This creates a complete service closed loop spanning everything from data insight to visual generation to deployment in advertising.

Jiaodian Technology Co., Ltd. (hereinafter referred to as “Jiaodian Technology”) said in a recent institutional research survey that the company has always adhered to the core strategic goal of innovation in AI applications for foreign trade verticals. In 2025, it completed an intelligent collaborative layout of “AI McCo + Sourcing AI,” forming a closed-loop, end-to-end AI empowerment mechanism for both buying and selling sides. At the same time, the company launched AI products for internal sales enablement, with AI technology deeply integrated into all stages of platform operations, forming a multi-dimensional AI product matrix.

Yuan Shuai, deputy secretary-general of the Zhongguancun IoT Industry Alliance, told Securities Daily reporters that platform giants rely on self-developed large models to build intelligent agents across the board, extending AI applications to the entire e-commerce process; while vertical service providers represented by Yiwang Yichuang and Jiaodian Technology rely on their deep understanding of specific industries, and, in combination with industry characteristics, roll out AI applications adapted to those industries. Platforms, service providers, and brand owners each play their part and complement one another’s capabilities, jointly building a new industrial ecosystem of “Artificial Intelligence + E-Commerce.” Under the dual drivers of continuous policy catalysis and rapid technological iteration, this integration process is expected to accelerate further.