广告
加载中

抖音豆包突然收费 我听见一片哀嚎

高飞 2026-06-03 19:02
高飞 2026/06/03 19:02

邦小白快读

EN
全文速览

本文核心信息为抖音豆包即将上线付费订阅模式,同时已打通抖音电商全购物链路,给普通用户整理干货如下:

1. 豆包基础功能将永久免费,日常聊天、问答、基础文案、翻译、简单总结等基础服务都不会阉割、不限次数也不降速,普通用户依然可以免费使用核心能力。

2. 豆包仅针对高阶生产力功能开放付费,包括PPT生成、长文档精读、高清生图、数据分析等,当前测试方案分为三档:标准版连续包月68元、包年688元;加强版连续包月200元、包年2048元;专业版连续包月500元、包年5088元,最终价格和权益还未定稿,上线前会发布公告。

3. 普通用户现在已经可以直接在豆包APP内完成商品搜索、推荐和下单,不需要跳转抖音,还可以查询购买本地生活团购优惠券,购物路径更短效率更高。

本文给品牌商释放了AI电商时代的新消费趋势和新渠道机会,核心干货如下:

1. 消费趋势方面,AI已经成为国民级生活入口,豆包月活规模达到3.45亿,用户已经养成用AI解决生活、工作各类问题的习惯,AI购物正在重构电商交易路径,从传统人找货、货找人,进化为AI帮用户找货的新阶段,购物效率大幅提升,是未来不可忽视的行业大趋势。

2. 品牌渠道建设方面,豆包AI对话场景已经成为抖音电商新的流量入口,目前已经覆盖母婴、美妆、家居、本地生活等多个高频消费品类,品牌可以获得除搜索、推荐、直播之外的全新增量流量场景。

3. 用户分层经营方面,AI行业已经进入商业化阶段,重度需求用户愿意为效率提升付费,品牌可以参考分层模式,针对不同需求层级的用户开发匹配的产品与营销方案。

本文给卖家梳理了AI电商时代的新机会和需要注意的风险,干货整理如下:

1. 机会层面,抖音电商正在从单一流量入口转向多入口协同的生态,豆包AI已经打通了从需求搜索、商品推荐到直接下单交易的全链路,AI对话成为全新的流量分发入口,卖家可以提前布局这个新场景,获得除传统渠道之外的新增量,目前该场景已经覆盖多数常见消费品类,适合各类卖家测试切入。

2. 风险提示层面,AI购物目前仍处于早期发展阶段,用户对AI推荐的信任还没有完全建立,转化效果存在不确定性,卖家不要盲目大规模投入,建议先小范围测试验证效果再逐步扩张。

3. 可参考的经营思路,豆包采用基础免费+高阶付费的分层模式,区分轻度和重度用户,卖家也可以参考该模式针对不同需求的用户设计差异化的产品与服务,提升整体营收。

本文对工厂推进数字化转型、对接电商新场景带来不少启示,同时释放了新的商业机会,干货整理如下:

1. 产品生产与设计需求层面,AI电商可以更精准捕捉用户个性化需求,AI能够直接根据用户的具体需求推荐匹配产品,工厂未来可以围绕AI挖掘出的细分需求、个性化需求开发更适配消费者的产品,减少库存积压,提升产品转化率。

2. 商业机会层面,抖音电商正在打造多入口协同的生态,AI带货成为全新的交易路径,工厂可以依托豆包的AI推荐能力,直接触达C端消费者,减少中间流通环节,更容易打造自有品牌,获得更多增长空间。

3. 数字化转型启示,AI已经成为电商生态的生产力基础设施,能够大幅提升行业全链路效率,工厂要抓住AI赋能的风口,推进自身的数字化改造,借助AI能力优化产品设计、生产与销售链路,降低成本提升核心竞争力。

本文梳理了当前AI行业的发展趋势与行业痛点,给AI相关服务商带来不少参考,核心干货如下:

1. 行业发展趋势方面,国内AI行业已经走过早期免费抢市场、抢心智的阶段,正式进入商业化探索的关键期,C端分层付费已经成为明确方向,同时AI开始深度融入电商生态,成为电商新的流量入口和生产力基础设施,AI+电商是未来非常重要的行业增长方向。

2. 目前行业的核心痛点,头部AI应用面临高额的算力成本压力,即使是字节跳动这样的巨头也因为AI投入面临利润波动,同时AI电商还面临用户信任不足、用户接受度待培育的痛点,存在大量未被满足的服务需求。

3. 服务商可以抓住的机会,可围绕AI厂商的降本需求开发对应的技术解决方案,也可以围绕AI电商的信任培育、转化优化等环节提供专业服务,提前布局AI行业新风口获得增长。

本文以豆包和抖音电商为例,给各类平台商梳理了AI时代的运营方向和需要规避的风险,核心干货如下:

1. 当前各类商家和用户对平台的新需求,AI时代用户希望获得更高效的服务,不管是AI工具还是电商购物,都希望缩短决策和操作路径,商家希望获得更多新的流量入口,平台需要围绕这些新需求优化自身生态布局。

2. 可参考的商业化运营路径,豆包采用基础功能永久免费+高阶生产力功能分层付费的模式,既保留了普通用户的基本盘,维持了市场规模,又能通过重度付费用户实现营收,整体模式比较稳妥,值得各类AI平台参考借鉴。

3. 需要规避的行业风险,AI商业化必须保证付费服务的体验,如果付费后的准确性、稳定性达不到用户预期,会引发比免费阶段更强烈的用户反弹;同时AI购物还处于早期,用户信任尚未建立,平台不要盲目过度投入,需要逐步培育市场。

本文梳理了当前国内AI产业和AI电商的最新发展动向,给产业研究者提供了不少新鲜的研究素材,核心干货如下:

1. 产业新动向方面,国内头部AI应用已经开启规模化商业化探索,月活3.45亿的国民级AI豆包推出基础免费+分层付费的订阅模式,标志着国内AI行业已经从早期免费烧钱抢市场的阶段,进入到靠商业化实现自我造血的新阶段,整个行业的发展逻辑已经发生根本性变化。

2. 商业模式创新方面,AI深度融入电商生态,诞生了对话式AI购物的新商业模式,重构了电商交易路径,把搜索、推荐、决策、交易全流程压缩到一次对话中,形成了全新的流量入口,抖音正在打造多场景多入口协同的电商生态,这是电商行业的重要新变化。

3. 产业新问题方面,当前AI行业普遍面临高额算力成本的压力,用户长期习惯免费AI服务,对AI付费的接受度还有待培育,AI购物也存在用户信任不足的问题,这些都是产业发展过程中需要解决的新课题。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article covers core updates on Doubao, ByteDance's AI chatbot, which is set to launch a paid subscription model and has fully integrated into Douyin's e-commerce shopping workflow. Key takeaways for general users:

1. All core basic functions of Doubao will remain permanently free. Basic services including daily chat, Q&A, basic copywriting, translation and simple content summarization will stay fully functional, with no usage limits or speed reductions, so general users can continue accessing core capabilities for free.

2. Only advanced productivity features will be locked behind a paywall, including PPT generation, in-depth long-document analysis, high-resolution AI image generation and data analysis. The current testing plan offers three tiers: 68 RMB/month for the Standard plan (688 RMB/year); 200 RMB/month for the Enhanced plan (2048 RMB/year); and 500 RMB/month for the Professional plan (5088 RMB/year). Final pricing and benefits are still subject to change, and an official announcement will be released before launch.

3. General users can now search for products, view recommendations and complete purchases directly within the Doubao app, without redirecting to Douyin. Users can also search for and purchase local life group-buying coupons, making the entire shopping experience shorter and more efficient.

This article outlines new consumer trends and untapped channel opportunities for brands in the AI-powered e-commerce era. Key insights:

1. On consumer trends: AI has become a mass-market daily entry point for Chinese consumers. Doubao already boasts 345 million monthly active users, and users have formed the habit of relying on AI for all kinds of work and daily tasks. AI-powered shopping is reengineering the e-commerce transaction path: it has evolved from the traditional "people search for goods" and "goods find people" models to a new phase where AI finds goods on behalf of users, drastically improving shopping efficiency. This is a major industry trend that cannot be ignored going forward.

2. On brand channel development: Doubao's AI conversational scenario has become a new traffic entry point for Douyin E-commerce, already covering multiple high-frequency consumer categories including mother and baby products, beauty, home goods and local services. Brands can tap into this brand-new incremental traffic source, in addition to existing channels like search, recommendation feeds and livestreaming.

3. On tiered user management: The AI industry has now entered a formal commercialization phase, and users with intensive demand are willing to pay for efficiency gains. Brands can adapt this tiered approach to develop matching products and marketing strategies for users with different demand levels.

This article breaks down new opportunities and key risks for sellers in the AI e-commerce era. Key takeaways:

1. Opportunities: Douyin E-commerce is shifting from a single-traffic-entry structure to a multi-entry collaborative ecosystem. Doubao AI has built out a full end-to-end link covering demand search, product recommendation and direct transaction, turning AI conversation into a completely new traffic distribution entry. Sellers can get ahead of the curve by preparing for this new scenario to capture incremental traffic outside of traditional channels. The space already covers most common consumer categories, making it accessible for sellers of all sizes to test and enter.

2. Risk warnings: AI-powered shopping is still in the early stages of development. User trust in AI recommendations has not been fully established, so conversion results remain uncertain. Sellers should avoid large-scale blind investment, and it is recommended to test on a small scale first to validate performance before expanding gradually.

3. Recommended operational approaches: Doubao uses a tiered model of free basic access + paid advanced features to separate light and heavy users. Sellers can also adopt this framework to design differentiated products and services for users with different needs to boost overall revenue.

This article shares key insights and new business opportunities for factories pursuing digital transformation and accessing new AI e-commerce scenarios. Key takeaways:

1. For product design and development: AI-powered e-commerce captures personalized user demand far more accurately than traditional models, as AI can directly match products to users' specific requirements. Going forward, factories can develop better consumer-aligned products based on the segmented and personalized needs uncovered by AI, reducing inventory backlog and improving product conversion rates.

2. New business opportunities: Douyin E-commerce is building out a multi-entry collaborative ecosystem, and AI-powered sales have created an entirely new transaction path. Factories can leverage Doubao's AI recommendation capabilities to reach end consumers directly, cutting out middleman distribution links, making it far easier to build private labels and unlock greater growth space.

3. Insights for digital transformation: AI has become a core productivity infrastructure for the e-commerce ecosystem, drastically improving full-link efficiency across the industry. Factories should seize the AI empowerment trend, push forward their own digital transformation, and leverage AI capabilities to optimize product design, production and sales links to cut costs and strengthen core competitiveness.

This article maps out current AI industry development trends and pain points, offering key takeaways for AI-related service providers. Core insights:

1. Industry development trends: China's AI industry has moved past the early phase of free user acquisition and market education, and has officially entered a critical period of commercial exploration. Tiered paid subscription for consumer-facing AI is now a clear path forward. At the same time, AI is deeply integrating into the e-commerce ecosystem, becoming a new traffic entry point and core productivity infrastructure. The combination of AI and e-commerce is one of the most important growth directions for the industry going forward.

2. Core industry pain points: Leading AI applications are facing huge pressure from high computing costs; even a giant like ByteDance is facing profit volatility from massive AI investment. Additionally, AI e-commerce still suffers from insufficient user trust and low user adoption, leaving a large volume of unmet service demand.

3. Opportunities for service providers: Providers can develop targeted technical solutions to help AI players cut operational costs, or offer professional services to build user trust and optimize conversion for AI e-commerce players. Early布局 in these new AI industry growth areas will position providers for strong expansion.

Using Doubao and Douyin E-commerce as a case study, this article outlines operational directions and key risks for all types of platform operators in the AI era. Core takeaways:

1. New demands from merchants and users: In the AI era, users expect far more efficient services, whether for AI tools or e-commerce shopping: they want shorter decision-making and operational paths. Merchants, meanwhile, want access to more new traffic entry points. Platforms need to optimize their ecosystem layout around these new demands.

2. A reference commercial operational path: Doubao's model of permanently free basic functions + tiered paid access to advanced productivity features preserves the core user base for general users to maintain market scale, while generating revenue from high-intent paid users. This overall model is very stable and well worth reference for all types of AI platforms.

3. Key industry risks to avoid: AI commercialization must deliver a quality experience for paid users. If the accuracy and stability of paid services fail to meet user expectations, it will trigger far stronger user backlash than was seen in the free phase. Meanwhile, AI-powered shopping is still in an early stage with underdeveloped user trust, so platforms should avoid excessive, blind investment and instead cultivate the market gradually.

This article sorts out the latest developments in China's domestic AI industry and AI e-commerce space, providing fresh research material for industry analysts. Core insights:

1. New industry developments: China's leading consumer AI applications have begun large-scale commercial exploration. Doubao, a mass-market AI with 345 million monthly active users, has launched a subscription model of free basic access + tiered paid advanced features, marking that China's AI industry has transitioned from the early phase of free user acquisition via heavy spending to a new phase of commercial self-sustainability. The core development logic of the entire industry has fundamentally changed.

2. Business model innovation: The deep integration of AI into the e-commerce ecosystem has spawned a new business model of conversational AI shopping, which reengineers the e-commerce transaction path. It compresses the full process of search, recommendation, decision-making and transaction into a single conversation, creating an entirely new traffic entry. Douyin's build-out of a multi-scenario, multi-entry collaborative e-commerce ecosystem is an important new shift for the e-commerce industry.

3. Emerging industry issues: The broader AI industry currently faces universal pressure from high computing costs. Users have long been accustomed to free AI services, so their willingness to pay for AI still needs to be cultivated. AI-powered shopping also faces the challenge of insufficient user trust. All of these are new issues that need to be solved as the industry develops.

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.

天下果真没有免费的午餐。

出品 | 电商头条 作者 |高飞

你有多久没认真打开过搜索引擎了?以前遇到不懂的问题,大家习惯先打开网页搜一搜。现在很多人遇到问题第一反应就是直接打开豆包AI提问,包括日常陪伴聊天、学习、创作,甚至口语练习、穿搭......

在社交平台上,有不少网友开发了豆包的新玩法,闲的时候也会找豆包聊两句,AI慢慢成为人们新的生活入口。

但最近“豆包付费”的消息冲上热搜,豆包预计将在6月下旬上线付费内容,每月68元、200元,甚至最高500元的订阅价格,让不少网友坐不住了。

AI应用免费的时代,可能要结束了。

抖音豆包开始收费,网友坐不住了

国内AI应用在这两年来如雨后春笋般涌现,不少免费、好用的AI受网友热捧。尤其是豆包,依托字节跳动的流量体系,迅速成为国民级AI应用之一。不知不觉,很多人已经离不开它了。

但随着用户堆高,豆包也迎来关键的商业化节点。有媒体透露,豆包预计将在6月下旬正式上线付费内容,并于同期举行的Force大会上更新相关功能。

若进展顺利,豆包将于三季度进一步结合电商功能更新完善付费场景,并通过补贴为抖音商城进行引流,四季度进入运行期。如此种种,皆是为了面向2027年及更长期的商业化回报做准备。因此,2026年豆包将不会把付费用户的渗透率作为考察指标。

豆包要收费了,热搜上一片哀嚎。有网友直呼豆包天天瞎说还收费,卸载了。还有网友认为,如果能够提供超值服务,收费也是可以理解的。

其实豆包走到收费这一步,高飞并不意外。早在上个月,豆包即将收费的消息不胫而走。

5月初,豆包App Store页面就曾出现付费版本服务声明。声明称,豆包将在免费版基础上,推出面向专业用户的增值服务版本。

从价格来看,豆包订阅分为三档:标准版连续包月68元,包年688元;加强版连续包月200元,包年2048元;专业版连续包月500元,包年5088元。

豆包随后也明确表示,基础功能会永久免费,不阉割、不限次数、不降速。日常聊天、问答、基础文案、翻译、简单总结等仍然免费;对话次数、基础生图、语音对话也不会限制或降级。

付费仅新增高阶生产力功能(PPT生成,长文档精读,高清生图,数据分析等),不碰免费现有能力。此外豆包还称,方案仍在测试,价格与权益未最终定稿,正式上线前会公告。

也就是说,豆包的付费模式极有可能面向每天要写大量内容的创作者、频繁做PPT的打工人、批量生成图像、脚本、视频创意的团队,甚至是小商家、设计师、运营人员等待。

简单来说,基础功能继续免费,重度生产力的场景开始收费,豆包此番探索付费模式,在某种程度上也能筛选真正愿意为效率买单的用户。

豆包入局,抖音电商再进化

高飞认为,豆包采取的商业化路径其实也没那么激进,相对来说比较稳妥。

当然,收费之后豆包能提供与价格匹配的体验,体验确实明显更强,能帮用户省时间、提高效率,用户自然愿意掏腰包买单。

但如果只是个噱头,那付费模式后用户的反弹会更激烈。毕竟,免费时出错大家尚可以一笑而过。收费后,准确性、稳定性如果达不到用户期待的标准,那就是另一回事了。

要知道,用户已经被免费教育了很久,想让用户心甘情愿为AI付费,豆包还有很长的一段路要走。

豆包采取的商业化路径,与海外AI产品的路线类似。例如ChatGPT等产品早就通过会员订阅区分普通用户和专业用户。

在高飞看来,豆包能在这个时候试水收费,首先是因为它已经有了足够大的用户盘子。QuestMobile数据显示,截止到2026年3月,AI原生APP月活用户规模已达到4.4亿,其中,豆包、千问、DeepSeek位居前三位,月活用户规模分别为3.45亿、1.66亿和1.27亿,行业单季度新增超1.3亿用户。

豆包在行业已经是坐到了头部这个位置,融入了普通人的日常生活。轻度用户与重度用户混杂在同一个平台里,共同消耗着背后的算力资源。今年4月,火山引擎总裁谭待披露,豆包大模型日均Token使用量超120万亿。

亿级用户叠加起来,是一笔不小的算力账单。过去,平台愿意免费,因为AI还在抢入口、心智、市场的阶段。但如今国内AI应用已经走过了最初的狂热阶段。

随着行业竞争激烈,即使是家大业大的字节也经不起这么烧钱。36氪曾披露,尽管字节跳动2025年海外营收增长近50%,但由于对AI业务的巨大投入,整体净利润出现了超过70%的降幅(官方后澄清该降幅主要是国际会计准则的原因)。

加之,2026年豆包等AI应用已经走到了商业化的关键节点,检验自我造血的重要时刻。

高飞认为,相比单纯向C端用户收取订阅费,豆包与抖音电商生态产生的化学反应似乎更让人期待。

当下,抖音已经形成了内容生产、流量分发、广告投放、电商交易的完整闭环。豆包的AI能力可以在这些商业场景中提高效率、降低成本、扩大产能,最终逐渐发展成为抖音平台生态里的生产力基础设施。

而AI正在改变用户的交易路径。传统电商是“人找货”,比如你想买一双鞋就去淘宝、京东商城搜索。

后来短视频和直播电商兴起逐渐演化成了“货找人”,刷着视频、直播就被种草下单了。

而在AI时代,很有可能会进入第三个阶段,用户不再需要打开商城反复搜索、筛选、比价,可以直接问AI让其挑选合适的产品。未来或许有新的“AI超级入口”出现。

在去年10月用户在和豆包对话时,它会根据对话内容推荐抖音商城的商品链接,点击后可直接跳转至抖音商城购买。最先覆盖母婴、美妆、家居等多个高频消费品类。

今年,在豆包APP里已经可以直接下单买东西了,不需要跳转到抖音APP支付那么麻烦。

高飞测试了一下,问豆包“帮我找一款性价比高,实用,适合打工人的水杯”,它直接在对话中给我推荐了不同档位的杯子,点进链接如果合适可以直接下单。豆包把搜索、推荐、决策、交易压缩到了一个对话里。

此前,豆包还整合了本地生活与抖音团购服务,输入“好吃的火锅店推荐”,豆包会推荐不同类型的火锅店,点击链接进入店铺即可购买团购优惠券。

从商业链条看,AI购物同时触达了用户、商家和平台三端。用户端的价值在于提升效率。AI可以根据用户需求进行商品推荐,减少搜索、筛选和对比成本让购物路径更短。

商家端的价值在于新增流量场景。过去商家主要争夺搜索、推荐和直播的流量,而AI对话场景可能成为品牌商家新的商品分发入口。

对抖音电商来说,AI赋能电商有助于扩大交易规模,也能检验豆包的商业化能力。如果AI推荐能够带来稳定转化,豆包就可能成为抖音电商生态中的新流量节点。

不过,AI购物仍处于早期阶段。用户是否接受AI推荐、相信AI并能做出合适判断,仍存在很多的不确定性。就像直播带货从被质疑到被接受,豆包等AI应用带货也要经历建立信任的过程。

当然,抖音的电商野心并不止于用豆包带货。此前,抖音旗下的红果短剧也曾测试短剧带货。用户在观看短剧时,页面会出现“搜索同款”提示,点击后即可跳转购买相关商品。

在抖音App、红果短剧和豆包等多个场景的叠加下,抖音电商生态正在从单一流量入口,转向多入口协同。抖音巨大的流量盘子分布在多个内容与交互场景中,最终共同服务于电商转化。AI电商时代下,期待未来抖音为行业说出更多故事。

注:文/高飞,文章来源:电商头条(公众号ID:ecxinwen),本文为作者独立观点,不代表亿邦动力立场。

文章来源:电商头条

广告
微信
朋友圈

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0