A TMTPost analysis by retail expert Zhuang Shuai breaks down three paths Chinese e-commerce platforms use to monetize AI during Double 11: ad placement, subscriptions and per-use fees. On advertising, Alibaba's Wanxiang Dianjing uses AI to infer shopping intent in real time; the author says it generated over RMB 2 billion in combined GMV across keyword and audience promotion after full rollout, with more than 150,000 merchants using it, while JD.com's Jingzhuntong instead uses ad subsidies and ROI compensation. For subscriptions, JD opened 14 Jingmai AI tools for free and Alibaba launched the Qwen Office e-commerce edition before the festival; on per-use pricing, Alibaba's AI customer service Dianxiaomi costs RMB 0.2 per conversation on the standard tier and RMB 0.5 on the advanced tier, with the article citing Xtep and Xiaomi data for lower human-handoff rates and higher inquiry conversion. The author argues the festival is when merchants must pay for AI and a key test of whether they keep paying afterwards, and notes most figures are platform or merchant claims rather than independently verified.

Alibaba·Taobao Tmall Group·Alibaba Mama·+5