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This morning's e-commerce digest collects 6 latest core updates in e-commerce and related fields, key highlights are as follows:

1. AI sector: On August 17, Alipay launched its agent commerce infrastructure and the AHA protocol system for multi-agent cross-end interconnection in Hangzhou. Alipay's super service agent "Abao" has completed AI-enabled access to more than 10,000 services covering 8 major scenarios. It has also been integrated into 5 mainstream smartphone manufacturers and 16 leading automakers, and secured designated cooperation with over 60 automakers. Since the launch of Alipay's AI development platform in July, merchant demand for access has surged, with some requests already scheduled for next year.

2. Retail sector: Walmart in the U.S. is seeing a clear shift in consumer shopping channels: offline footfall has declined while online traffic has grown sharply, with high-income households and Gen Z driving the shift. Walmart's online average order value is 60% higher than offline, though total annual offline spending per consumer remains higher than online. In other updates, Kuaishou selected 12 of the most influential anchors for the first half of 2025; JD.com has partnered with Far Eastern Group to target 100 million yuan in sales of 3C cables; Amazon has rolled out its AWD (Amazon Warehousing & Distribution) service across five European countries; and cross-border cargo volume at the China-Vietnam border has grown significantly amid the expansion of Vietnamese manufacturing.

This article covers consumer trends, channel opportunities and technology directions with reference value for brand positioning, key takeaways are as follows:

1. Consumer trends: The latest U.S. retail data confirms an overall shift of consumption to online channels, driven primarily by high-income households and Gen Z, whose online spending has grown 27% and 48% respectively. Online average order value is more than 60% higher than offline, though total annual offline spending per consumer still outpaces online. Brands can leverage this insight to build a dual-channel layout.

2. Technology upgrade: Alipay has launched an agent commerce infrastructure, and merchant demand for AI access is currently booming. Brands can use this infrastructure to complete AI-enabled upgrades for their own services, covering travel, catering, government affairs and other scenarios, while achieving reach across multiple terminals including mobile phones and in-vehicle systems.

3. Channel expansion: Brands can leverage the traffic and channel capabilities of leading platforms through in-depth cooperation to hit performance targets. Brands looking to enter the European market can use Amazon's newly launched AWD warehousing service to access five core European e-commerce markets.

This article reveals multiple new changes and opportunities in the e-commerce sector for sellers to reference in their strategy, key insights are as follows:

1. New opportunities: After the launch of Alipay's agent commerce infrastructure, merchant AI access requests are already scheduled through next year. Sellers offering AI-related services can seize cooperation opportunities in the Alipay AI ecosystem to expand their business. For sellers targeting the European market, Amazon's newly launched AWD service can help improve warehousing coverage across five core European markets and boost operational efficiency.

2. Shifting consumer behavior: High-income groups and Gen Z are driving rapid growth in online consumption, and their online average order value is significantly higher than offline. Sellers can adjust product selection and operational strategies targeting these two groups to tap into consumer potential. At the same time, it is worth noting that total annual offline consumption still exceeds online, so sellers are advised not to abandon offline channel layout.

3. Operational reference: Kuaishou's award-winning top anchors have validated the "origin tracing + content commerce" model. Sellers can learn from this approach to build consumer trust by showcasing product origins.

This article outlines key development insights and business opportunities for manufacturing factories, key takeaways are as follows:

1. Foreign trade market opportunities: Against the backdrop of U.S. tariff hikes, a large number of Chinese manufacturers have moved production to Vietnam, deepening supply chain linkages between the two countries. China's exports to Vietnam grew 22.4% year-on-year in 2025, doubling the size recorded in 2019. Domestic raw material and component manufacturers can capitalize on this trend to expand export orders to Vietnam and unlock new growth.

2. E-commerce transformation insights: Several of Kuaishou's most influential half-year anchors are factory-born operators, confirming that the direct-to-consumer origin commerce model has won official platform recognition. Factories can test content e-commerce布局 to build a direct-to-consumer sales channel and boost profit margins.

3. Platform cooperation opportunities: Factories can deepen cooperation with large e-commerce platforms such as JD.com in product supply, channel collaboration and other dimensions, leveraging the platform's traffic and service capabilities to hit higher sales targets and build industry brand awareness.

This article reveals multiple new industry trends and demand shifts in e-commerce to help service providers identify business opportunities, key insights are as follows:

1. AI service opportunities: AI commercialization is entering an acceleration phase. After Alipay launched its agent commerce infrastructure, merchant demand for access has been so strong that some requests are already scheduled for next year, indicating a large unmet demand for AI implementation services. AI technology service providers can partner with the Alipay AI ecosystem to access a large volume of merchant clients and capture market share.

2. Cross-border logistics opportunities: Cross-border cargo demand between China and Vietnam has grown sharply, as large volumes of Chinese raw materials and components are shipped to industrial zones in northern Vietnam to support the expansion of Vietnamese manufacturing. Currently, average customs clearance time is less than one hour, and market demand continues to grow. Cross-border logistics service providers can build out targeted China-Vietnam routes to capture incremental business.

3. European supporting service opportunities: Amazon has rolled out its AWD bulk warehousing service across five core European e-commerce markets: Germany, France, Italy, Spain and the U.K., driving growth in demand for cross-border warehousing supporting services in the region. Relevant service providers can follow this trend to expand into the European market.

This article reveals the latest platform operation and layout dynamics for industry players to reference, key takeaways are as follows:

1. AI capability building: After Alipay launched the industry's first agent commerce infrastructure, merchant demand for access far outpaced expectations, confirming that merchants have strong demand for platforms to provide basic AI empowerment capabilities. Platforms can scale up investment in basic AI capabilities and improve AI ecosystems to attract more merchants and enhance competitiveness.

2. Merchant recruitment and operation: Kuaishou built benchmark cases aligned with its platform positioning by awarding the most influential half-year anchors, and publicly recognized the origin tracing commerce model to attract more origin-focused sellers and factory-born anchors. Platforms can reference this incentive operation model to clarify platform positioning and attract well-matched merchants.

3. Cross-border expansion: Amazon has rolled out its AWD warehousing service across five core European e-commerce markets, strengthening its competitive edge in core markets by improving foundational services. Platforms building out cross-border business can reference this approach: improve foundational services such as warehousing and logistics to meet core merchant demands, expand core markets gradually, and consolidate market position.

This article discloses the latest industry trends in e-commerce and supply chains for industrial research reference, key observations are as follows:

1. New trends in AI + commercial ecosystems: AI commercialization has entered a new stage. Alipay has launched the industry's first agent commerce infrastructure, alongside the AHA protocol system for multi-agent cross-end interconnection. The infrastructure already covers 8 major scenarios and supports cross-terminal access, while merchant demand for access remains strong. AI + commerce has entered a period of rapid development and represents an important new industry direction.

2. New trends in retail channel structure: The global retail channel landscape is undergoing structural change. The latest data from Walmart in the U.S. confirms the trend of consumption shifting online, driven primarily by high-income households and Gen Z. The shift also shows new characteristics: average order value is higher online, while total annual spending is higher offline, with each channel holding unique advantages. This dynamic is reshaping the global retail channel landscape.

3. New trends in global supply chains: Affected by U.S. tariff policy, the global supply chain is accelerating its restructuring. A large number of Chinese manufacturers have set up factories in Vietnam, forming a new "Chinese supply + Vietnamese manufacturing" linkage model that has driven sharp growth in China-Vietnam cross-border trade. China's export volume to Vietnam doubled between 2019 and 2025, and this new supply chain structure merits in-depth research.