According to the CITIC Securities Research Report, the industrial restructuring of AI+ e-commerce follows a “backward to forward” penetration order. B-side cost reduction and efficiency improvements were realized first, and the C-side transaction portal is still in the early stages of exploration. The back-office assessment standards are clear and there is plenty of room for fault tolerance. Currently, AI tools for platform-side merchants have been implemented on a large scale; leading sellers have increased full-link AI investment, and advertising ROI and human efficiency optimization have been initially reflected on the cost side. At the same time, the entry threshold for small and medium-sized businesses has been lowered, and the competitive focus of the industry has gradually returned to product strength and contract performance capabilities. The scale of demand-side domestic AI portal transactions is still small, cross-platform price comparison lacks industrial soil, and the short-term industry pattern remains stable, dominated by the platform's own AI portal. Overseas personal agents rely on scattered product discovery scenarios to quickly launch, but mainstream platforms generally adopt a closed strategy. Long-term suggestions focus on the three marginal variables of platform connectivity, GMV share of AI entrances, and product data structuring. Ultimately, competition will extend to the level of product supply and platform rules.

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