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快手刘逍:生活服务是“人-时-空”的生意,要把商家做厚、把平台做广

亿邦动力 2026-05-15 22:12
亿邦动力 2026/05/15 22:12

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总:本文披露了2026快手生活服务大会的核心信息,整理了快手生活服务业务的最新进展和行业判断,核心干货如下。

1.快手2025年9月调整架构成立生活服务事业部,截至2026年第一季度,业务已经覆盖208个细分行业、66万家商家、395万个商品,多个核心数据实现高增长:营销获客月活商家增长57%,商业私信消耗增长233%、带来的留资数增长237%,生态已经形成一定规模。

2.对想要入场生活服务创业的普通人来说,快手推出了全套低门槛AI工具,可以降低视频制作、直播、客服、投流的经营成本,还有专门的百人优化团队提供个性化指导,帮助新手创业者降低起步难度,是值得尝试的新创业渠道。

总:本文披露了快手布局生活服务的最新战略,对想要布局新渠道、做品牌增长的生活服务品牌商有较多干货参考,具体如下。

1.行业与消费趋势方面,行业已经形成经营营销一体化的共识,生活服务核心是经营用户、重视人服务人的属性,千行百业需求差异大,品牌需要深耕细分行业做适配方案,不能停留在大行业分类层面做统一规划。

2.渠道与增长方面,快手已经打通交易+私信双转化链路,可同时满足商家的履约转化和意向咨询需求,目前生态增长势头强劲,品牌商可以入场抢占流量红利。

3.降本增效方面,快手推出AI产品矩阵帮品牌降低内容制作、客服、投流成本,还能通过大模型精准捕捉用户需求,提升获客转化效率,同时支持品牌打造“引流品获客-正价品转化反哺分发”的增长模式。

总:本文披露了快手生活服务的最新政策、工具和增长机会,对做生活服务生意的卖家有较强的指导意义,核心干货整理如下。

1.增长机会方面,当前快手生活服务生态仍在快速增长,核心商业数据稳定提升,已经覆盖208个细分行业,给不同垂直领域的卖家都留出了增长空间,打通后的双链路转化模式,可以适配不同类型卖家的经营需求。

2.工具与扶持方面,快手推出全套AI工具降低经营门槛,从视频制作、直播、客服到投流都有对应产品,比如磁力青松降低中小卖家投流门槛,π数字员工可以实现客服全程托管,还专门搭建了百人优化团队,给卖家提供个性化的AI工具应用指导。

3.商业模式参考,卖家可以借鉴业内验证过的“书课包模式”,用引流品捕捉意向用户,正价品完成高价值转化,同时反哺引流链路分发,形成良性增长循环。

总:本文披露了生活服务行业的最新发展趋势,对对接生活服务行业的工厂,有不少关于产品方向、数字化转型的启示,核心干货如下。

1.产品生产与设计需求方面,生活服务千行百业,不同二级细分行业的经营模式、成本结构、用户需求差异极大,对应的配套产品需求差异化也很明显,工厂不能只做大通用性产品,需要深耕细分领域,推出适配不同细分行业需求的产品,才能更好抢占市场。

2.商业机会方面,截至2026年第一季度,快手生活服务生态已经有66万家商家、395万个商品,生态规模还在快速扩张,对AI生产工具、配套经营设备的需求持续增长,工厂可以对接快手生态,挖掘B端需求商机。

3.数字化转型启示,当前生活服务行业已经在通过AI实现全链路提效降本,工厂自身也可以参考这个思路,引入AI工具优化生产、经营流程,实现降本增效,提升自身竞争力。

总:本文披露了生活服务行业的最新发展趋势和商家核心痛点,对服务生活服务商家的服务商来说,有明确的方向参考,核心干货如下。

1.行业发展趋势方面,生活服务行业已经完成从分离到经营营销一体化的转变,AI全链路赋能成为行业主流方向,核心逻辑是通过AI解决生活服务受“人-时-空”约束、成本难降低的痛点,帮商家实现提效降本。

2.商家核心痛点方面,当前商家普遍面临获客精准度低、经营成本高的问题,中小商家尤其缺乏内容制作、投流运营的能力,传统大行业分类的方案无法适配细分行业的差异化需求,这些都是服务商可以切入的方向。

3.解决方案方向,服务商可以深耕二级细分行业,针对不同行业的需求打造更精准的适配方案,还可以对接快手的AI产品矩阵,为商家提供AI工具落地指导、个性化运营服务,抓住行业转型的红利。

总:本文披露了快手做生活服务平台的最新运营思路和玩法,对布局生活服务业务的平台商来说,有较多可参考的干货,具体如下。

1.商家需求洞察方面,生活服务商家对成本敏感度极高,1%的利润都可能影响生存,核心诉求就是提效降本,同时不同细分行业需求差异极大,平台不能停留在一级行业分类提供统一方案,需要下沉到二级细分行业做精细化服务。

2.运营管理参考方面,快手将经营和营销职能融合,打通交易和私信双转化链路,满足不同商家的转化需求;同时搭建全套AI产品矩阵降低商家入场门槛,搭配百人人工优化团队做落地引导,坚持人机结合的路线,这种模式能兼顾效率和服务体验,值得参考。

3.生态与招商方面,快手通过降低中小商家入场门槛吸引商家入驻,深耕细分行业做厚商家生态的思路,对平台打造繁荣的生活服务生态有借鉴意义,同时要注意通过技术迭代持续优化获客精准度,提升商业效率。

总:本文披露了短视频平台切入生活服务赛道的最新产业动向和理论创新,对产业研究者来说有较高的研究价值,核心内容如下。

1.产业新动向方面,头部短视频平台已经完成生活服务业务的架构调整,正式推出全链路AI赋能的生活服务生态,目前已经实现规模化增长,核心数据验证了经营营销一体化模式的可行性,AI赋能生活服务全链路已经从概念走向落地,是接下来生活服务赛道的重要发展方向。

2.理论创新方面,本文提出生活服务本质是“人-时-空”生意的新观点,指出生活服务受物理约束,无法像商品零售一样靠边际效应摊薄成本,因此必须通过AI重塑业务链路实现提效降本,丰富了行业对生活服务的认知。

3.商业模式创新方面,本文披露了“AI产品矩阵+人工优化服务”的平台赋能模式、双链路转化模式、“书课包式”获客转化循环等新玩法,为研究平台型企业做生活服务提供了新的案例。

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Quick Summary

This article discloses core insights from Kuaishou's 2026 Local Life Services Conference, summarizing the latest updates on Kuaishou's local life services business and its industry outlook. Key takeaways are as follows:

1. Kuaishou restructured and established its Local Life Services Division in September 2025. As of Q1 2026, the business covers 208 niche sectors, 660,000 merchants and 3.95 million products, with multiple core metrics posting strong growth: monthly active merchants for customer acquisition grew 57%, commercial private message ad spend grew 233%, and the number of lead captures generated via this channel grew 237%, confirming the ecosystem has reached a meaningful scale.

2. For aspiring ordinary entrepreneurs looking to enter the local life services space, Kuaishou offers a full suite of low-barrier AI tools to cut operating costs for content creation, live streaming, customer service and ad targeting. It also provides personalized guidance from a dedicated 100-person optimization team to lower the barrier to entry for new founders, making it a promising new entrepreneurial channel worth exploring.

This article discloses Kuaishou's latest strategy for building out its local life services business, offering valuable takeaways for local life service brands looking to expand into new channels and drive growth. Key insights are as follows:

1. On industry and consumer trends: The industry has reached a broad consensus on integrated operations and marketing. The core of local life services is user-centric operation, rooted in its person-to-person service nature. Given the vast differences in demand across different vertical sectors, brands need to develop tailored solutions for niche segments rather than relying on one-size-fits-all plans based on broad industry categories.

2. On channel expansion and growth: Kuaishou has built out a dual conversion funnel that integrates in-platform transactions and private message inquiries, meeting merchants' needs for both order fulfillment and lead generation. The ecosystem is currently seeing strong growth momentum, so brands can enter the platform now to capture early traffic opportunities.

This article discloses Kuaishou Local Life Services' latest policies, tools and growth opportunities, offering actionable guidance for local life service sellers. Key takeaways are as follows:

1. On growth opportunities: Kuaishou's local life ecosystem is still expanding rapidly, with core business metrics growing steadily. It already covers 208 niche sectors, leaving room for growth for sellers across all verticals. Its newly integrated dual conversion funnel can accommodate the operating needs of different types of sellers.

2. On tools and support: Kuaishou has launched a full suite of AI tools to lower operating barriers, with dedicated solutions for every step from video creation, live streaming and customer service to ad placement. For example, Cili Qingsong lowers the barrier to ad placement for small and medium-sized sellers, while the Pi Digital Employee enables fully automated customer service. Kuaishou also has a dedicated 100-person optimization team that provides sellers with personalized guidance on implementing AI tools.

3. On business model references: Sellers can adopt the proven "book-and-course package model": use low-margin lead products to capture interested users, convert them to higher-margin full-price offerings, and feed conversion data back into the distribution algorithm for lead products, forming a self-reinforcing growth cycle.

This article summarizes the latest development trends in the local life services industry, offering insights on product direction and digital transformation for factories that serve the local life sector. Key takeaways are as follows:

1. On product development and design needs: The local life services industry spans countless verticals, and there are huge differences in business models, cost structures and user demand across secondary niche segments, which translates to vastly different needs for supporting products. Factories should not only focus on general-purpose products; instead, they need to deepen their focus on niche segments and launch tailored products to meet segment-specific demand to better capture market share.

2. On business opportunities: As of Q1 2026, Kuaishou's local life ecosystem hosts 660,000 merchants and 3.95 million products, and the ecosystem is still expanding rapidly. This drives sustained growing demand for AI-powered production tools and supporting operating equipment. Factories can partner with the Kuaishou ecosystem to tap into B-side business opportunities.

3. Insights for digital transformation: The local life services industry is already using AI to improve efficiency and cut costs across the entire value chain. Factories can adopt this same approach, integrating AI tools to optimize production and operating processes, cut costs and improve their own competitiveness.

This article summarizes the latest development trends in the local life services industry and core merchant pain points, offering clear directional guidance for service providers that serve local life merchants. Key takeaways are as follows:

1. On industry development trends: The local life services industry has completed a shift from siloed operations and marketing to fully integrated operations-and-marketing, and full-stack AI enablement has become the mainstream industry direction. The core logic is to use AI to solve the inherent constraints of "people, time and space" that limit local services and keep costs high, helping merchants improve efficiency and reduce expenses.

2. On core merchant pain points: Most merchants currently struggle with low customer acquisition accuracy and high operating costs. Small and medium-sized merchants in particular lack in-house capabilities for content creation and ad operations. One-size-fits-all solutions based on broad industry categories cannot meet the differentiated needs of niche segments, creating clear entry points for service providers.

3. On solution directions: Service providers can deepen their focus on secondary niche segments and build more targeted, tailored solutions for different industry needs. They can also partner with Kuaishou's AI product matrix to offer merchants implementation support for AI tools and personalized operating services, capturing opportunities from the ongoing industry transformation.

This article discloses Kuaishou's latest operating strategy for its local life services platform, offering valuable reference insights for other platform operators building out local life services businesses. Key takeaways are as follows:

1. On merchant demand insights: Local life service merchants are extremely cost-sensitive, as even a 1% margin shift can impact their survival. Their core demand is improving efficiency and cutting costs. At the same time, demand varies dramatically across niche segments, so platforms cannot stop at offering uniform solutions based on primary industry categories, and must instead go deeper into secondary niche segments to deliver refined services.

2. On operations management references: Kuaishou integrated its operations and marketing functions and built a dual conversion funnel connecting transactions and private messages to meet the conversion needs of different merchants. It also launched a full suite of AI products to lower entry barriers for merchants, paired with a 100-person manual optimization team to guide on-the-ground implementation, following a hybrid human-AI approach. This model balances efficiency and service quality, making it a valuable reference.

3. On ecosystem building and merchant recruitment: Kuaishou's approach of lowering entry barriers to attract small and medium-sized merchants and deepening focus on niche segments to build out a thick merchant ecosystem offers a useful reference for platforms looking to build a thriving local life services ecosystem. Platforms should also continue to iterate on technology to improve customer acquisition accuracy and overall business efficiency.

This article discloses the latest industry developments and theoretical innovations around short-video platforms entering the local life services track, offering high research value for industry analysts. Key content is as follows:

1. On new industry developments: Leading short-video platforms have completed organizational restructuring for their local life services businesses and officially launched a full-stack AI-enabled local life ecosystem. The business has already achieved scaled growth, and core metrics confirm the feasibility of the integrated operations-and-marketing model. Full-stack AI enablement for local life services has moved from concept to implementation, and is set to be a key growth direction for the industry going forward.

2. On theoretical innovation: This article puts forward a new framework that frames local life services as inherently a "people-time-space" business. It notes that local services are constrained by physical limits, and cannot lower marginal costs through scaling the way physical e-commerce does, so AI must be used to reshape business processes to drive efficiency and cost reduction. This framework enriches industry understanding of the fundamental nature of local life services.

3. On business model innovation: This article details new models including the platform enablement approach of "AI product matrix + manual optimization services", the dual conversion funnel, and the "book-and-course package" lead generation and conversion cycle, offering new case studies for research on platform-based local life services businesses.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

5月15日,“你好,很高兴为你服务”2026快手生活服务大会在成都科幻馆举行。快手生活服务事业部负责人刘逍在会上表示,生活服务行业本质是“人-时-空”的生意,快手将通过AI技术重塑生活服务业务的链路,帮助商家实现极致提效与极致降本,把商家利润做厚、把平台能力做广。

2025年9月,快手商业体系组织架构调整,成立生活服务事业部,将商家的经营、营销两大诉求进行融合,为其提供全流程、一站式服务。经过半年多的发展,“生意经营与营销投放一体化已成为行业共识。”刘逍表示,交易链路到私信链路的全面打通,让所有商家都可以选择双链路,实现交易链路下的履约转化和私信链路下的意向咨询。

快手生活服务事业部负责人刘逍

截至2026年第一季度,快手生活服务业务覆盖了208个细分行业、66万家商家、395万个商品,同时,通过营销投放获客的月活跃商家数增长57%、商业消耗增长29%,其中商业私信的消耗增长233%、为商家带来的留资数增长237%。快手生活服务生态繁荣发展,商业消耗稳定增长。

刘逍指出,变化的背后,是快手对生活服务的深刻理解。生活服务生意“有时候在经营商品、大多数时候在经营用户”,生活服务中的“人”和“人服务人”是十分重要的。

在刘逍看来,生活服务涉及千行百业,每个行业对应不同的成本结构、商家、经营方式,以及不同的用户需求,因此在思考行业解决方案时不能停留在23个一级行业这个“容器名”层面,而是需要深入到208个细分二级行业做功,通过产品和算法优化,找到一个新的颗粒度为各个行业提供更适配、更精准的解决方案。

相比商品零售,“生活服务的本质是‘人-时-空’的生意,商家生意受到这三者的约束,有着真实的物理上限,无法靠边际效应摊薄成本。”刘逍认为,想帮助商家做大生意规模和利润,需要通过AI产品、技术的迭代,重塑生活服务业务的链路,实现极致提效与极致降本,即“把商家利润做厚、把平台能力做广”。

一方面,快手将围绕深度转化Agent、人群探索Agent、商品颗粒度三大方向实现增效。

首先,升级深度转化Agent。过去,商家最头疼的事情是不知道用户对商品、服务的意向如何,但随着用户和商家、平台的交互越来越深度,大模型对人的理解程度也越来越准确,甚至能够在交互的过程中捕捉到用户更核心、更本质的需求,从而让模型能够围绕用户的深度需求进行优化。

其次,升级人群探索Agent。近期,快手利用搜索、评论、直播间互动、私信等主动文本内容补充稠密的点击观看行为,显著提升了对用户意图的理解能力、对用户潜在需求的推理能力。此外,通过大模型能力能够识别更具隐蔽性、甚至超出人类常规直觉判断的目标兴趣人群组合。

除了对人的理解,快手生活服务在商品化方面也取得了新进展。据刘逍介绍,快手生活服务业务在实现经营与营销链路一体化后,从原有私信链路下由大模型识别并填充的SDPA商品,到交易链路下的真商品。双边信息的打通帮助系统对商品的认知更全面,用户的触达更精准,且对客户意味着有更丰富的获客手段:引流品捕捉识别意向用户,正价品完成高价值转化并反哺引流链路分发,从而让每个行业都能开发出各自的“书课包模式”。

另一方面,快手还将依托菠萝视频工厂(bolo)、磁力开创、女娲数字人、π数字员工、磁力青松等产品矩阵,持续降低商家经营成本。

“生活服务生意对成本的苛刻程度极高,每1%的利润对商家来说可能都是生死线。”刘逍表示,为了降低商家在视频制作、直播、客服、投流、货品经营等方面的成本,快手打造了一系列的AI产品工具。

视频方面,快手上线了菠萝视频工厂(bolo)、磁力开创等产品,追求“一句话直出”的生成能力。当前,快手生活服务业务中,AI视频广告消耗在整体大盘中的渗透率达14%,全生成式素材占AI素材的22%。

直播方面,快手女娲数字人正在通过多模态脚本实现主播与商品互动、大角度运动拟人化举措,改善并突破传统数字人“假”的问题。

π数字员工近期整合了商家知识库与行业垂直知识库,让其能够像真正的客服一样回答客户问题、满足多轮对话需求,甚至实现全程托管。

在投流方面,快手生活服务的互动式投流产品“磁力青松”正在加速渗透,这极大降低了平台商家、特别是中小商家在投流上的门槛,让没有经验的中小商家也能“青松”投流,有效提升投流的客户数量和投流效率。

在AI赋能生活服务业务全链路的同时,快手也专门搭建了一支百人的优化团队,引导商家更好的应用AI工具、为商家提供个性化的服务。刘逍特别强调:“不管AI发展到什么程度,我们坚持Human in the loop,人机互动依然是这个时代里最酷的事情。”

文章来源:亿邦动力

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