<p>中国商务部长在第十四届全国人民代表大会第三次会议上表示，消费仍然是经济增长的主要驱动力。服务消费保持积极势头，成为整体消费的新增长引擎。</p>
<p>基准分析师姜芳妮指出，2024 年消费的最大亮点是 “以旧换新” 政策，这为工业升级和转型带来了新的动力。</p>
<p><strong><em>另请阅读：</em></strong> <em>阿里巴巴推出新 AI 芯片，推动中国开源技术发展，挑战美国芯片巨头</em></p>
<p>姜芳妮补充道，2025 年以旧换新计划将扩大和升级，涵盖更多产品类别的补贴。将采取措施提升服务消费的质量，并组织一系列活动以促进服务消费。</p>
<p>商务部长表示，商品消费的主要问题在于消费者购买力和意愿的减弱，这成为需求方面的主要挑战。相比之下，服务消费的主要挑战在于供应方面，高质量服务的供应不足。</p>
<p><strong>美团</strong> MPNGY CEO 王兴最近主持了一次与高管的内部会议，强调未来十年将重点关注食品和杂货零售、国际扩展和技术，姜芳妮指出。</p>
<p><strong>阿里巴巴集团</strong> BABA 盒马据报道正在继续扩展盒马鲜生，分析师表示，重点关注生鲜产品，计划开设约 100 家新店，并扩展到数十个新城市。</p>
<p>阿里巴巴的饿了么据说正在投资超过 10 亿元人民币（约合 1.4 亿美元）来支持商家，提供折扣佣金率、特别补贴、独家流量、数字运营服务、硬件设施和 AI 技术能力。</p>
<p><strong>Grab Holdings</strong> GRAB 据报道正在收购马来西亚的超市连锁 Everrise，以进一步扩展其在关键市场的杂货业务。Grab 计划数字化 Everrise 的运营，并为客户推出按需杂货配送服务，姜芳妮表示。</p>
<p>阿里巴巴发布了一款开源的新推理模型 QwQ-32B。通过大规模强化学习，QwQ-32B 在数学、编码和通用能力方面取得了突破，整体性能可与 DeepSeek-R1 相媲美。此外，QwQ-32B 显著降低了部署成本，并可以在消费级 GPU 上本地部署。</p>
<p><strong>腾讯控股</strong> TCEHY 亨元推出了一种图像转视频模型，并向公众开放源代码。企业和开发者可以通过腾讯云申请 API 访问。</p>
<p>阿里云旨在鼓励日本企业采用生成式 AI 基础模型，根据客户需求提供量身定制的调整和定制，分析师指出。该公司计划在三年内将使用阿里巴巴模型的日本项目数量增加到 1000 个以上。</p>
<p><strong>另请阅读：</strong></p>
<ul>
<li><strong>DeepSeek 希望保持免费，创始人拒绝货币化</strong></li>
</ul>
<p><em>图片来源: Shutterstock</em></p>

阿里巴巴

阿里巴巴-W

腾讯控股(ADS)

腾讯控股(ADR)

腾讯控股

GRAB

<p>在 2024 年，中国的经济增长将由消费驱动，特别是在服务领域。商务部长强调了服务消费的积极势头以及 “以旧换新” 政策对产业升级的重要性。像阿里巴巴和 Grab 这样的公司正在扩展他们的服务，阿里巴巴正在投资新店和技术，而 Grab 则收购了 Everrise 以增强其杂货业务。消费者购买力和高质量服务的供应仍然面临挑战。此外，阿里巴巴和腾讯正在追求人工智能技术的进步，以支持这些增长举措</p>

<p>China’s Minister of Commerce on Tuesday stated at the Third Session of the 14th National People’s Congress that consumption remains the primary driver of economic growth. Service consumption has maintained positive momentum, emerging as a new growth engine in overall consumption.</p>
<div class="lb-trans"><p>中国商务部长在第十四届全国人民代表大会第三次会议上表示，消费仍然是经济增长的主要驱动力。服务消费保持积极势头，成为整体消费的新增长引擎。</p>
</div><p>Benchmark analyst Fawne Jiang noted that in 2024, the biggest highlight in consumption was the “trade-in” policy, which has generated new momentum, driving industrial upgrades and transformation.</p>
<div class="lb-trans"><p>基准分析师姜芳妮指出，2024 年消费的最大亮点是 “以旧换新” 政策，这为工业升级和转型带来了新的动力。</p>
</div><p><strong><em>Also Read:</em></strong> <em>Alibaba Unveils New AI Chip To Power China’s Open-Source Tech Push, Challenge US Chip Giants</em></p>
<div class="lb-trans"><p><strong><em>另请阅读：</em></strong> <em>阿里巴巴推出新 AI 芯片，推动中国开源技术发展，挑战美国芯片巨头</em></p>
</div><p>Jiang added that in 2025, the trade-in program will be expanded and upgraded, with broader subsidy coverage for more product categories. Actions will be taken to enhance the quality of service consumption, with a series of initiatives organized to promote service consumption.</p>
<div class="lb-trans"><p>姜芳妮补充道，2025 年以旧换新计划将扩大和升级，涵盖更多产品类别的补贴。将采取措施提升服务消费的质量，并组织一系列活动以促进服务消费。</p>
</div><p>The Minister of Commerce stated that the main issue with commodity consumption lies in softer consumer purchasing power and willingness, making it the primary challenge on the demand side. In contrast, the main challenge for service consumption is on the supply side, with an insufficient supply of high-quality services.</p>
<div class="lb-trans"><p>商务部长表示，商品消费的主要问题在于消费者购买力和意愿的减弱，这成为需求方面的主要挑战。相比之下，服务消费的主要挑战在于供应方面，高质量服务的供应不足。</p>
</div><p><strong>Meituan</strong> MPNGY CEO Wang Xing recently hosted an internal meeting with senior executives, highlighting a focus on food &amp; grocery retail, international expansion, and technology for the next decade, Jiang noted.</p>
<div class="lb-trans"><p><strong>美团</strong> MPNGY CEO 王兴最近主持了一次与高管的内部会议，强调未来十年将重点关注食品和杂货零售、国际扩展和技术，姜芳妮指出。</p>
</div><p><strong>Alibaba Group Holding’s</strong> BABA Hema is reported to be continuing to expand Freshippo Stores, with a key focus on the Fresh offering, the analyst stated. It plans to open about 100 new stores and expand into dozens of new cities.</p>
<div class="lb-trans"><p><strong>阿里巴巴集团</strong> BABA 盒马据报道正在继续扩展盒马鲜生，分析师表示，重点关注生鲜产品，计划开设约 100 家新店，并扩展到数十个新城市。</p>
</div><p>Alibaba’s Ele.me is said to be investing more than 1 billion yuan (about $140 million) to support merchants by offering discounted commission rates, special subsidies, exclusive traffic, digital operation services, hardware facilities, and AI technology capabilities.</p>
<div class="lb-trans"><p>阿里巴巴的饿了么据说正在投资超过 10 亿元人民币（约合 1.4 亿美元）来支持商家，提供折扣佣金率、特别补贴、独家流量、数字运营服务、硬件设施和 AI 技术能力。</p>
</div><p><strong>Grab Holdings</strong> GRAB is reportedly acquiring the supermarket chain Everrise in Malaysia to expand its grocery business further in one of its key markets. Grab plans to digitize Everrise’s operations and introduce on-demand grocery delivery services for its customers, Jiang said.</p>
<div class="lb-trans"><p><strong>Grab Holdings</strong> GRAB 据报道正在收购马来西亚的超市连锁 Everrise，以进一步扩展其在关键市场的杂货业务。Grab 计划数字化 Everrise 的运营，并为客户推出按需杂货配送服务，姜芳妮表示。</p>
</div><p>Alibaba has released an open-sourced new inference model, QwQ-32B. Leveraging large-scale reinforcement learning, QwQ-32B has achieved a breakthrough in mathematics, coding, and general capabilities, with overall performance comparable to DeepSeek-R1. Additionally, QwQ-32B significantly reduced deployment costs and can be locally deployed on consumer-grade GPUs.</p>
<div class="lb-trans"><p>阿里巴巴发布了一款开源的新推理模型 QwQ-32B。通过大规模强化学习，QwQ-32B 在数学、编码和通用能力方面取得了突破，整体性能可与 DeepSeek-R1 相媲美。此外，QwQ-32B 显著降低了部署成本，并可以在消费级 GPU 上本地部署。</p>
</div><p><strong>Tencent Holding’s</strong> TCEHY Hunyuan has launched an image-to-video model and made it open-source for the public. Businesses and developers can apply for API access through Tencent Cloud.</p>
<div class="lb-trans"><p><strong>腾讯控股</strong> TCEHY 亨元推出了一种图像转视频模型，并向公众开放源代码。企业和开发者可以通过腾讯云申请 API 访问。</p>
</div><p>Alibaba Cloud aims to encourage the adoption of generative AI foundational models among Japanese enterprises, offering tailored adjustments and customizations based on client needs, the analyst noted. The company plans to increase the number of Japanese projects utilizing Alibaba’s models to over 1,000 within three years.</p>
<div class="lb-trans"><p>阿里云旨在鼓励日本企业采用生成式 AI 基础模型，根据客户需求提供量身定制的调整和定制，分析师指出。该公司计划在三年内将使用阿里巴巴模型的日本项目数量增加到 1000 个以上。</p>
</div><p><strong>Also Read:</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong></p>
</div><ul>
<li><strong>DeepSeek Wants To Stay Free As Of Now, Founder Rejects Monetization</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>DeepSeek 希望保持免费，创始人拒绝货币化</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源: Shutterstock</em></p>
</div>

Alibaba, Grab, Tencent, Meituan Gear Up For Growth As China Bets On Services To Revive Economy

- 中国商务部长在全国人民代表大会上表示，消费是经济增长的主要驱动力。  
- 2024 年，"以旧换新"政策将推动工业升级，服务消费质量将提升。  
- 消费者购买力不足是商品消费的主要挑战，服务消费则面临高质量服务供给不足的问题。  

阿里巴巴、Grab、腾讯和美团准备迎接增长，因为中国押注服务业来振兴经济