--- title: "Guolian Minsheng Securities: Focus on investment opportunities in AI-enabled B2B cross-border e-commerce and human resources services" type: "News" locale: "en" url: "https://longbridge.com/en/news/232700438.md" description: "Guolian Minsheng Securities released a research report, focusing on investment opportunities in AI-enabled B2B cross-border e-commerce and human resource services. The firm pointed out that since 2025, policies have promoted the integration of \"artificial intelligence + consumption,\" making B2B cross-border e-commerce and human resource services core beneficiary sectors due to their clear AI application scenarios and commercialization paths. It is recommended to pay attention to related companies, such as FESCO, Career International, YIWU CCC, and Focus Tech" datetime: "2025-03-21T07:57:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/232700438.md) - [en](https://longbridge.com/en/news/232700438.md) - [zh-HK](https://longbridge.com/zh-HK/news/232700438.md) generator: "portal-rs" --- # Guolian Minsheng Securities: Focus on investment opportunities in AI-enabled B2B cross-border e-commerce and human resources services According to the Zhitong Finance APP, Guolian Minsheng Securities released a research report stating that since 2025, policies related to "Artificial Intelligence + Consumption" have been intensively introduced, driving the accelerated integration of technology and consumption scenarios. Under the continuous strengthening of policies, B2B cross-border e-commerce and human resource services, due to their clear AI application scenarios and commercialization paths, have become core beneficiary tracks. The firm recommends paying attention to companies with AI monetization capabilities, such as human resource service Beijing Renli (600861.SH), Career International (300662.SZ), and Tongdao Liepin (06100), as well as B2B cross-border e-commerce platforms YIWU CCC (600415.SH) and Focus Tech. (002315.SZ). ## Guolian Minsheng Securities' main viewpoints are as follows: **Industry Events** Since 2025, the government has repeatedly mentioned "Artificial Intelligence + Consumption." On January 24, the Ministry of Commerce stated at a press conference held by the State Council Information Office that it will upgrade commodity consumption and promote "Artificial Intelligence + Consumption" by 2025. The State Council's executive meeting held on February 10 proposed to support the accelerated development of new consumption and promote "Artificial Intelligence + Consumption." On March 16, the General Office of the CPC Central Committee and the General Office of the State Council issued the "Special Action Plan to Boost Consumption," proposing to carry out "Artificial Intelligence +" actions to promote "Artificial Intelligence + Consumption." **The firm believes that the AI application scenarios with practical applications and monetization capabilities in the commercial sector mainly include two industries: "B2B cross-border e-commerce" and "human resource services."** **B2B Cross-Border E-Commerce: Direct Monetization through AI Services** 1. YIWU CCC: The B2B cross-border e-commerce platform Chinagoods, launched in 2020, has brought the company's physical stores online 1:1. The platform's service revenue mainly includes charging merchants a basic service fee for membership and a value-added service fee. Value-added services include AI intelligent translation officers, AI digital human matrices, etc. 2) Focus Tech: The AI Mai provides sellers on the China Manufacturing Network (exporting enterprises) with five major services, including material processing, content generation, product release, business opportunity follow-up, and industry customer acquisition. It also offers packages with different rights to users, charging 5,980 yuan/year for the standard version, 5,980 yuan/year for the professional version Lite, and 9,980 yuan/year for the professional version. **Human Resource Services: AI Applications in Recruitment are Relatively Mature** AI is most widely and maturely applied in the recruitment field of human resource management. According to the white paper on "AI Applications in Corporate Human Resources" released by Yilu, the human resource scenarios that apply AI technology the most are recruitment (29.6%), employee services and communication care (16.7%), compensation management (14.8%), training (11.1%), and attendance and scheduling (7.4%). Among them, recruitment, due to its standardized scenarios, is the most widely and maturely applied human resource module for AI. Compared to traditional recruitment models that rely on manual screening and experience-based decision-making, AI-enabled recruitment optimizes the recruitment process while improving recruitment efficiency and job matching. **Investment Recommendations: Focus on Companies with AI Monetization Capabilities** 1. Human Resources Services: It is recommended to pay attention to Beijing Human Resources, which has jointly established an AI recruitment company with Kunlun Wanwei; Career International, which has developed various digital products focusing on different recruitment needs and can provide rich recruitment application scenarios for AI; and Tongdao Liepin, which has launched "AI Interview" + "AI Talent Search" products and sells them independently. 2) B2B Cross-Border E-commerce: The AI services launched by the platform can help cross-border sellers overcome operational pain points in translation, sales, and other aspects. It is recommended to focus on YIWU CCC, which has launched AI value-added services to empower its operators through the Chinagoods platform, and Focus Tech., which empowers sellers (export enterprises) on China Manufacturing Network by launching AI MaiKe. **Risk Warning:** Increased R&D expenses related to AI, risk of privacy breaches, and uncertainty in AI application effectiveness ### Related Stocks - [300662.CN](https://longbridge.com/en/quote/300662.CN.md) - [002315.CN](https://longbridge.com/en/quote/002315.CN.md) - [600415.CN](https://longbridge.com/en/quote/600415.CN.md) - [600861.CN](https://longbridge.com/en/quote/600861.CN.md) - [06100.HK](https://longbridge.com/en/quote/06100.HK.md) - [300418.CN](https://longbridge.com/en/quote/300418.CN.md) ## Related News & Research - [REG - Bytes Technology Grp - Holding(s) in Company](https://longbridge.com/en/news/297621542.md) - [Swiss Life H1 FY26 net profit rises 8% to CHF 649 million; operating profit climbs 8% to CHF 967 million](https://longbridge.com/en/news/297597931.md) - [Ideaship invests in Hemex Health](https://longbridge.com/en/news/297682058.md) - [VGP acquires 294,000 sq m land plot for VGP Park Oradea, Romania](https://longbridge.com/en/news/297616265.md) - [REG - Harvest Minerals Ltd - Completed acquisition of Scanty Mineracao & TVR](https://longbridge.com/en/news/297613471.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**