Alibaba (9988.HK), Huitongda Network (9878.HK), and Wanchen

更新於 發佈於 閱讀時間約 8 分鐘

Alibaba (9988.HK), Huitongda Network (9878.HK), and Wanchen Group (300972.SZ) are all jumping on this “new trend” with accelerating development

During Alibaba's (9988.HK) earnings call on August 29th, CEO Eddie Wu explicitly identified two strategic opportunities for Alibaba: a technology platform centered on "AI + Cloud", and a large-scale consumer platform integrating shopping and lifestyle services. Wu emphasized, "Alibaba's approach to instant retail isn't focused on competing in a single consumer category, but rather on meeting the one-stop needs of billions of consumers, shaping the business model of a large-scale consumer platform in the AI era."

Coincidentally, Huitongda Network (9878.HK), a strategic investment by Alibaba, released its interim results on August 28, also emphasizing the implementation of its "AI+" strategy, as well as expressing its intention to tap into new consumer subsegments such as "hard discounts" and "instant retail". Wanchen Group (300972.SZ), another company specializing in retail bulk sales, staged a strong limit-up last Friday.

The convergence of technology and new consumption, integrating elements such as hard discount and instant retail, heralds the emergence of a “new trend”.

Alibaba made a strategic investment in Huitongda in 2018, and remains a key strategic shareholder and the company's largest institutional shareholder. In August of this year, Alibaba Cloud and Huitongda signed a comprehensive full-stack AI collaboration, focusing on "AI + Industry" development in lower-tier markets. Targeting 300 million households and 4.7 million township mom-and-pop stores, the two companies will jointly develop and deploy multiple AI agents to expand their customer base and transaction volume, simultaneously improving urban and rural circulation efficiency and monetizing the industrial and retail data from lower-tier markets.

On "instant retail", Alibaba and others have set off a trend of "flash sales" and "instant delivery" in the higher-tier markets; and Huitongda, being one of its investments, is leveraging its deep understanding of the lower-tier markets, combining digitalization and supply chain capabilities to transform some traditional rural businesses into new retail terminals with online ordering and door-to-door delivery.

It is conceivable that in the future, after the full cooperation on AI, Alibaba and Huitongda will replicate the "instant retail" model in the lower-tier markets.

On the other hand, "hard discount" has also become a buzzword for many platforms in the large consumer sector.

“Haoxianglai”, a brand under Wanchen Group, has rapidly expanded its snack sales business, with over 10,000 stores and surging performance across its revenue and net profit. Its stocks hit the daily limit after opening on August 29. Huitongda, which owns 250,000 member stores, also mentioned in its financial report for the same period that it will focus on expanding the "hard discount" category to meet the needs of a wider customer base.

Analysis indicates that with the thrust of AI, the consumer market is accelerating its evolution toward high-frequency, full-scenario, and diversified experiences.

留言
avatar-img
留言分享你的想法!
avatar-img
EQS Newswire的沙龍
5會員
527內容數
EQS Newswire的沙龍的其他內容
2025/09/01
Huitongda Network (9878.HK) reported satisfactory 2025 interim results, with three key profit metrics reaching record highs; AI-related revenue brings
2025/09/01
Huitongda Network (9878.HK) reported satisfactory 2025 interim results, with three key profit metrics reaching record highs; AI-related revenue brings
2025/09/01
Harbin Cultural, Tourism and Sports Industry Expo & 2025 Harbin Marathon Expo Opens On the morning of August 28, the Harbin Cultural, Tourism and Spo
2025/09/01
Harbin Cultural, Tourism and Sports Industry Expo & 2025 Harbin Marathon Expo Opens On the morning of August 28, the Harbin Cultural, Tourism and Spo
2025/08/29
ChatBlu Raises $500K to Launch First Autonomous AI Inventory Agent for E-Commerce London, UK - August 29, 2025 - (SeaPRwire) - ChatBlu, an artificial
Thumbnail
2025/08/29
ChatBlu Raises $500K to Launch First Autonomous AI Inventory Agent for E-Commerce London, UK - August 29, 2025 - (SeaPRwire) - ChatBlu, an artificial
Thumbnail
看更多
你可能也想看
Thumbnail
透過蝦皮分潤計畫,輕鬆賺取零用金!本文分享5-6月實測心得,包含數據流程、實際收入、平臺優點及注意事項,並推薦高分潤商品,教你如何運用空閒時間創造被動收入。
Thumbnail
透過蝦皮分潤計畫,輕鬆賺取零用金!本文分享5-6月實測心得,包含數據流程、實際收入、平臺優點及注意事項,並推薦高分潤商品,教你如何運用空閒時間創造被動收入。
Thumbnail
單身的人有些會養寵物,而我養植物。畢竟寵物離世會傷心,植物沒養好再接再厲就好了~(笑)
Thumbnail
單身的人有些會養寵物,而我養植物。畢竟寵物離世會傷心,植物沒養好再接再厲就好了~(笑)
Thumbnail
不知你有沒有過這種經驗?衛生紙只剩最後一包、洗衣精倒不出來,或電池突然沒電。這次一次補貨,從電池、衛生紙到洗衣精,還順便分享使用心得。更棒的是,搭配蝦皮分潤計畫,愛用品不僅自己用得安心,分享給朋友還能賺回饋。立即使用推薦碼 X5Q344E,輕鬆上手,隨時隨地賺取分潤!
Thumbnail
不知你有沒有過這種經驗?衛生紙只剩最後一包、洗衣精倒不出來,或電池突然沒電。這次一次補貨,從電池、衛生紙到洗衣精,還順便分享使用心得。更棒的是,搭配蝦皮分潤計畫,愛用品不僅自己用得安心,分享給朋友還能賺回饋。立即使用推薦碼 X5Q344E,輕鬆上手,隨時隨地賺取分潤!
Thumbnail
身為一個典型的社畜,上班時間被會議、進度、KPI 塞得滿滿,下班後只想要找一個能夠安靜喘口氣的小角落。對我來說,畫畫就是那個屬於自己的小樹洞。無論是胡亂塗鴉,還是慢慢描繪喜歡的插畫人物,那個專注在筆觸和色彩的過程,就像在幫心靈按摩一樣,讓緊繃的神經慢慢鬆開。
Thumbnail
身為一個典型的社畜,上班時間被會議、進度、KPI 塞得滿滿,下班後只想要找一個能夠安靜喘口氣的小角落。對我來說,畫畫就是那個屬於自己的小樹洞。無論是胡亂塗鴉,還是慢慢描繪喜歡的插畫人物,那個專注在筆觸和色彩的過程,就像在幫心靈按摩一樣,讓緊繃的神經慢慢鬆開。
Thumbnail
鴻海(2317)雲端網路部門預估將成為最大營收貢獻產品,佔整體營收比重45%到50%,超越消費智能產品部門。此趨勢預期將帶來鴻海整年毛利率提升,營利能力大幅增加。
Thumbnail
鴻海(2317)雲端網路部門預估將成為最大營收貢獻產品,佔整體營收比重45%到50%,超越消費智能產品部門。此趨勢預期將帶來鴻海整年毛利率提升,營利能力大幅增加。
Thumbnail
2024 年雲端與資訊服務業預計全年營收成長趨向 10~15%,競爭激烈。本文從法規與技術演進的影響、技術發展、雲端產業趨勢、哪些產業在雲端預算成長最高等多個方面分析,從中探討台灣企業在產業趨勢下,相應的競爭力與機會。
Thumbnail
2024 年雲端與資訊服務業預計全年營收成長趨向 10~15%,競爭激烈。本文從法規與技術演進的影響、技術發展、雲端產業趨勢、哪些產業在雲端預算成長最高等多個方面分析,從中探討台灣企業在產業趨勢下,相應的競爭力與機會。
Thumbnail
供應鏈順利運作與否,存在著許多不可控的變因,像是天災、地緣政治或者類似疫情這種全球性的危機等等,而 AI 的發展,也讓如何將 AI 應用到供應鏈管理上,提高其韌性以及優化營運效能,成了企業組織的關鍵課題之一。
Thumbnail
供應鏈順利運作與否,存在著許多不可控的變因,像是天災、地緣政治或者類似疫情這種全球性的危機等等,而 AI 的發展,也讓如何將 AI 應用到供應鏈管理上,提高其韌性以及優化營運效能,成了企業組織的關鍵課題之一。
Thumbnail
除現有已知的 AI 硬體建構廠商外,本篇並列出作者對於下一波 AI 應用興起時之潛力企業觀察清單,包含網路服務、網路安全、行業運用方案解決業者、與 AI 軟體開發商等。
Thumbnail
除現有已知的 AI 硬體建構廠商外,本篇並列出作者對於下一波 AI 應用興起時之潛力企業觀察清單,包含網路服務、網路安全、行業運用方案解決業者、與 AI 軟體開發商等。
Thumbnail
文、圖/電通行銷傳播集團 電通行銷傳播集團,自2023年底正式邁入轉型下一階段:AI轉型,旨在推動全方位持續進化成為「全面以客戶為中心,唯一由AI賦能驅動的全方位整合行銷傳播集團」。為了提供AI賦能的整合行銷解決方案,與客戶企業共同推動社會的進步,電通集團串聯起產、官、學界多方合作,打造更
Thumbnail
文、圖/電通行銷傳播集團 電通行銷傳播集團,自2023年底正式邁入轉型下一階段:AI轉型,旨在推動全方位持續進化成為「全面以客戶為中心,唯一由AI賦能驅動的全方位整合行銷傳播集團」。為了提供AI賦能的整合行銷解決方案,與客戶企業共同推動社會的進步,電通集團串聯起產、官、學界多方合作,打造更
Thumbnail
近期,阿里巴巴集團國際事業表現強勁,特別是AIDC的所有零售平臺都實現了顯著增長,尤其是由跨境AliExpress Choice業務推動的。CEO強調提升用戶體驗和促進淘寶和天貓集團增長,以及加強市場領先地位的計劃。
Thumbnail
近期,阿里巴巴集團國際事業表現強勁,特別是AIDC的所有零售平臺都實現了顯著增長,尤其是由跨境AliExpress Choice業務推動的。CEO強調提升用戶體驗和促進淘寶和天貓集團增長,以及加強市場領先地位的計劃。
Thumbnail
1/18 今日加權指數開高走高在9:20左右遇到賣壓下殺,震盪。外資賣超87億,投信買超33億,季線附近反彈收紅K。臺積電法說:AI繼續衝,3nm營收佔比增加三倍。工業電腦大廠樺漢以44億元買下德商股權。三星與Google Cloud合作。這是個人研究看法整理,投資風險自負。
Thumbnail
1/18 今日加權指數開高走高在9:20左右遇到賣壓下殺,震盪。外資賣超87億,投信買超33億,季線附近反彈收紅K。臺積電法說:AI繼續衝,3nm營收佔比增加三倍。工業電腦大廠樺漢以44億元買下德商股權。三星與Google Cloud合作。這是個人研究看法整理,投資風險自負。
Thumbnail
近日時代在快速演進,行銷市場競爭越來越激烈,且各產業正面臨數位轉型、市場飽和等挑戰外,還得順應AI和科技潮流,為了能持續在競爭市場中繼續角逐廝殺,必須得不斷創新,為求能在市場中脫穎而出。而AI的發展,成為行銷領域的主要推動力,正為行銷市場帶來重大的變革
Thumbnail
近日時代在快速演進,行銷市場競爭越來越激烈,且各產業正面臨數位轉型、市場飽和等挑戰外,還得順應AI和科技潮流,為了能持續在競爭市場中繼續角逐廝殺,必須得不斷創新,為求能在市場中脫穎而出。而AI的發展,成為行銷領域的主要推動力,正為行銷市場帶來重大的變革
追蹤感興趣的內容從 Google News 追蹤更多 vocus 的最新精選內容追蹤 Google News