电商早报：美团开放跑腿AI能力；支付宝AI支付笔数破3亿；多家跨境平台加码海外市场

This morning e-commerce briefing summarizes 9 latest core developments across e-commerce, AI, retail and judicial sectors. Key takeaways are as follows:

1. New AI advancements: Meituan has opened up its errand-running AI capabilities and launched Errand Skill, which allows any AI assistant to connect to the service. Users can complete order placement with a single sentence, condensing the original multi-step process into one step. Alipay's AI-powered payment has surpassed 300 million transactions; the company has launched an AI-powered wallet and TokenPay, building the world's first large-scale commercial AI-native payment system. NBBOSS has launched an AI decision-making robot designed specifically for business owners, upgrading AI's role from an executor to a decision-making partner.

2. Retail and cross-border updates: Haidilao (海底捞) has ended its in-restaurant pet-friendly dining pilot and shifted to online development of pet food and related merchandise. Aiyingshi (Love Baby), the "first listed mother and baby retailer", has opened franchising for the first time since its founding, planning large-scale store expansion this year. Multiple cross-border platforms are accelerating their overseas布局, posting strong growth in key markets.

3. Policy update: The Supreme People's Court of China announced it will draft normative judicial documents for AI-related cases and data property rights protection.

This industry briefing provides multi-dimensional insights for brands' strategic布局 and business expansion. Key takeaways are as follows:

1. Technology and strategic direction: AI has become a core strategic priority in payment and local life services. Alipay's AI-powered payment has already exceeded 300 million transactions, and AI tools can significantly simplify user operation flows. Brands can follow this trend to布局 AI-related consumer scenarios, optimize user experience and improve conversion efficiency.

2. Channel expansion references: Aiyingshi has adjusted its expansion strategy by opening franchising to adopt a combined direct-operated and franchised model, which offers new inspiration for offline retail brands looking to expand. Cross-border brands can drive growth via new channels such as TikTokShop live stream auctions and AliExpress's US site. Data shows the average GMV per hour of TikTok live stream auctions is 4 times that of regular live streams, indicating enormous growth potential.

3. Demand and compliance reminders: Pet consumption demand remains robust. Haidilao's decision to end its offline pet-friendly pilot and pivot to online pet product development suggests brands can explore consumption opportunities in pet-related merchandise. Meanwhile, the Supreme People's Court will release new judicial documents for AI and data property rights, so brands should prepare for relevant compliance arrangements in advance.

This briefing delivers multiple growth signals, opportunity alerts and risk warnings for sellers of all types. Key takeaways are as follows:

1. New growth opportunities: Multiple cross-border platforms are expanding their presence in key overseas markets. AliExpress's US site saw GMV grow more than 50% year-over-year in May this year, and is currently experiencing a peak in merchant onboarding. The platform has also rolled out favorable policies including a 2-3x increase in market investment. On TikTokShop US, the average hourly GMV of live auctions is 4 times that of regular live streams, and monthly GMV growth is 6 times that of other live stream formats, making it one of the most promising opportunities in the current cross-border space. In local life services, Meituan has opened its errand AI capabilities, allowing sellers to access third-party AI assistants for additional order entry points.

2. Risk and adjustment reminders: Haidilao's termination of its offline pet-friendly dining pilot shows that offline pet-friendly scenarios remain highly controversial. Sellers that have布局ed such scenarios can adjust their strategy, and shifting to online development of pet-related products is a more stable option.

3. Efficiency improvement directions: New AI decision-making robots for business owners and decision-enabling products launched by venture capital firms are now available. Sellers can leverage these tools to improve the efficiency of their business decisions.

This collection of industry trends brings new business opportunities and digital transformation inspiration for factories. Key takeaways are as follows:

1. Production demand and business opportunities: Pet consumption demand is currently strong. After ending its offline pet-friendly dining pilot, Haidilao plans to fully shift to online development of custom pet food, snacks, toys and merchandise. Factories can partner with brands to meet demand,提前布局 production capacity for pet-related products, and capture this new consumption growth opportunity.

2. E-commerce cross-border opportunities: Multiple cross-border platforms are accelerating their overseas布局. Shopee is building a large custom distribution center in Brazil to improve logistics, and AliExpress has rolled out multiple favorable policies to attract merchants going global, with GMV growth exceeding 50% in its US site. Factories can leverage policy dividends from these platforms to go directly overseas and build their own sales channels, breaking free from the limitations of only doing OEM manufacturing and increasing profit margins.

3. Digital transformation inspiration: AI technology has fully penetrated every link of retail, payment and operations, and AI tools targeting business decision-makers have entered the market. Factories can introduce suitable AI tools to improve decision-making efficiency, accelerate their own digital upgrading, and adapt to the new e-commerce trading environment.

This roundup of industry trends clarifies industry development directions and brings new service opportunities for all types of e-commerce service providers. Key takeaways are as follows:

1. Industry development trend: AI has become a core development direction across the entire e-commerce value chain, with AI applications rapidly普及 from front-end user ordering and payment to back-end corporate decision-making. Open AI ecosystems have also emerged as a new trend: Meituan has packaged its errand ordering capability and opened it to all AI assistants across the industry, and Alipay has built the world's first large-scale commercial AI-native payment infrastructure. Demand for AI-related technology services will continue to grow rapidly going forward.

2. New demand gaps: Most current AI tools serve the execution needs of frontline employees, leaving a clear gap for AI tools targeting corporate decision-makers. NBBOSS's new AI decision-making robot fills this gap. Service providers can develop related products and services to meet the needs of corporate decision-makers and capture this new track.

3. Cross-border service opportunities: As multiple platforms continue to accelerate overseas布局, demand for cross-border logistics, payment and operational supporting services is growing rapidly. Service providers can expand supporting services around the needs of merchants going global to capture industry growth dividends.

This collection of latest moves from leading platforms provides reference experience for operation and expansion for all types of platforms. Key takeaways are as follows:

1. Core strategic direction: AI has become a core strategic priority for platform upgrading. Alipay has taken AI payment as its core strategy and built a complete AI payment system covering AI payment, AI collection, AI wallet and TokenPay. Meituan has opened its errand AI capabilities to connect with AI assistants across the ecosystem to expand traffic entry points. Platforms can leverage AI to optimize user experience, break through their own entry limitations, and acquire more traffic.

2. Investment and expansion experience: Cross-border platforms are attracting merchants by improving infrastructure, rolling out favorable policies and exploring new scenarios. Shopee built a large custom distribution center in Brazil to improve logistics support; AliExpress increased investment in core markets by 2-3 times and launched a brand globalisation program to attract merchants; TikTokShop held investment summits focused on the new live auction scenario. All these moves have delivered strong growth results, and can serve as a reference for peer platforms.

3. Risk mitigation reminders: The Supreme People's Court will soon release normative judicial documents for AI-related cases and data property rights protection. When布局ing AI businesses, platforms should complete relevant arrangements such as data compliance in advance to avoid policy risks.

This collection of cross-sector developments highlights multiple new trends in the current e-commerce and AI industries, offering high reference value for industry research. Core information is as follows:

1. New trends in the AI industry: AI is starting to penetrate from the frontline execution level to corporate decision-making levels. NBBOSS launched an AI decision-making robot for business owners, upgrading AI's role from an "executor" to a "decision partner" for the first time, filling a market gap. Open AI ecosystems have emerged as a new trend: Meituan packaged its errand ordering capability and opened it to all types of AI assistants across the industry, breaking platform restrictions on service entry. The payment sector has achieved large-scale commercial adoption of AI-native payment, with Alipay's AI payment exceeding 300 million transactions and building a complete AI payment system.

2. New changes in retail and cross-border industries: Aiyingshi, a traditional mother and baby retail brand with more than 20 years of history, has opened franchising for the first time and adjusted its expansion model, reflecting new shifts in offline retail channel models. In cross-border e-commerce, live stream auctions have become a new growth driver: on TikTokShop US, monthly GMV growth for live auctions far outpaces other live stream and short video formats. Multiple platforms are accelerating布局 in key overseas markets, bringing cross-border industry competition into a new stage.

3. New direction for policy research: The Supreme People's Court has made clear it will draft normative judicial documents for judicial protection of AI-related cases and data property rights, reflecting new demand for judicial norms driven by AI industry development, and providing the latest direction for research on policy regulation of the AI industry.