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Latest news, analysis and opinion on ecommerce, covering new technology, consumer habits and the growth of digital payment options.
Alibaba stands at a critical inflection point in the development of artificial general intelligence, according to a letter to shareholders. Photo: AFP
Artificial intelligence

Alibaba signals next phase of AI growth from investment to commercialisation

Chinese e-commerce and cloud computing giant forecasts 30 billion yuan AI revenue in 2026, with agents driving more than half of cloud sales.

Artificial intelligence

Chinese tech giants race to dominate AI-powered digital gateways

Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

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Indonesia

Why Indonesia is expanding under-16 social media ban to e-commerce

The plan aims to protect children from online scams and impulse buying, but experts say it could be a major compliance test for platforms.

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Indonesia’s social media ban for children has been effective since March 28. Photo: AP
JD.com

JD.com reports 53% decline in first-quarter profit to US$750m

The subdued results came after the firm reported its first quarterly loss in the fourth quarter last year amid an ongoing price war.

Artificial intelligence

Alibaba brings chat-style shopping to Taobao, Qwen amid AI gateway push: source

E-commerce giant is integrating Qwen with Taobao and Tmall, enabling shoppers to use natural-language commands instead of keyword searches.

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Consumers

Ikea to open first small-format Beijing store to tap changing consumer trends

The Tongzhou district outlet marks the furniture retailer’s pivot to compact formats as China’s property slump hits home-furnishing demand.

Ikea’s smaller stores focus on design services and curated product selections, rather than maintaining extensive on-site inventory, according to analysts. Photo: Handout
Pop Mart

Pop Mart comes with a cool idea for red-hot Labubu: mini-fridges

The Chinese toymaker is launching two limited-edition Labubu-themed mini-refrigerators priced at US$878 each.

China exports

Flood of small parcels from China pushes Belgian airport to limit

Belgium’s top customs official says main problem is that many products do not meet EU standards.

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South Korea

‘Make money in Korea, ignore Korean sentiment’: Seoul, US spar over meddling

National Assembly Speaker Woo slams US Republicans’ ‘interference in domestic affairs’ amid data leak probe into the e-commerce firm.

A worker drives a delivery truck of South Korean e-commerce giant Coupang in Seoul last year. Photo: AFP
Pinduoduo

Hidden office, fractured bone: violent clashes in China’s food safety crackdown

Details of secrecy, obstruction and violence emerge from a probe into 67,000 ‘ghost’ bakeries across China’s biggest e-commerce platforms.

Regulators have imposed the heaviest fine of 1.51 billion yuan on PDD and suspended it from adding new bakery merchants for nine months. Photo: Reuters
ByteDance

ByteDance profit plunges on AI push as TikTok Shop fuels overseas surge: reports

‘All-in’ AI drive cuts profits by 70 per cent, while booming TikTok Shop sales help overseas markets outpace China, reports say.

Amazon

How Amazon uses closer China supply ties to counter tariffs, Shein and Temu

Amazon’s warehousing hub in Shenzhen streamlines shipping for Chinese sellers, cutting costs and delays amid rising competition and tariffs.

Mainland China

Chinese platforms fined 3.6b yuan over ‘ghost’ takeaways amid cutthroat rivalry

The fines follow a period of intense competition that drove down prices and stalled profit-making at China’s food delivery platforms.

Delivery riders sit on electric scooters while waiting for orders at a street intersection in Shenzhen, Guangdong province. Photo: Getty Images
Amazon

Amazon bets on Shenzhen smart warehouse to cut merchant storage costs by 45%

Amazon expands China push with smart warehouse model, aiming to retain sellers amid rising competition from Temu and Shein.

Amazon’s expansion comes as regulators in the US and Europe tighten rules on low-value imports. Photo: Shutterstock
Internet

China curbs live stream tipping with new rules to protect minors

The new live-streaming rules ban under-8s from tipping and introduce tiered consent for minors to curb manipulative inducements.

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Artificial intelligence

Alibaba cloud growth forecast to climb with AI push, higher charges: analysts

The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.

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Robotics

Unitree to debut cheapest humanoid robot globally via Alibaba: sources

The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore.

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Unitree Robotics’ R1 is one of the world’s most affordable humanoids. Photo: Handout
Alibaba

Alibaba sets up top tech committee led by CEO to sharpen AI push

Restructuring brings core AI teams under tighter leadership as competition in China’s model and agent space intensifies.

Artificial intelligence

Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmal

OpenClaw frenzy accelerates shift to autonomous AI, as Alibaba equips merchants with always-on digital workers.

Tokyo 2020 Olympic Games

Olympic diving champ Zhang Jiaqi defends career switch, says she needs ‘new job’

Retired diver’s live stream e-commerce venture is met with criticism, but she says gaining ‘economic freedom’ would be ‘the greatest freedom’.

Zhang Jiaqi (left) won the synchronised 10m platform diving with Chen Yuxi at the Tokyo Olympic Games in 2021. Photo: Xinhua
Alibaba

Alibaba targets US$100b in annual cloud, AI revenue despite results miss

T-Head, mentioned for the first time in the company’s earnings, has shipped more than 470,000 AI chips as of February.

Alibaba has positioned AI and cloud computing as its primary growth engines. Photo: AP
US-China tech war

China’s global tech push

Chinese tech companies have become world leaders in areas such as AI, online entertainment, drones and autonomous driving, as they spearhead chuhai, the nation’s “going global” push.

Artificial intelligence

Tencent and Alibaba quarterly earnings preview: key things to watch

Analysts expect steady growth, but investors will focus on AI strategy, capex and signs of monetisation at China’s tech giants.

Mainland China

Guess says it will shut all mainland China stores amid retail rethink

US fashion brand tells customers it will close all mainland China stores by end of March as analysts cite weak localisation, strategy gaps.

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A Guess outlet in Nanjing, Jiangsu province, China. After two decades, the fashion outlet says it is calling it quits in mainland China. Photo: Getty Images
Mainland China

JD.com posts quarterly loss amid costly instant delivery battle

Profit for 2025 cut in half amid expensive fight with Alibaba and Meituan, as well as dampened consumer spending.

JD.com said in a post-earnings call that investment in its food delivery operations would decline this year. Photo: Reuters
Li Chenggang

JD.com renews on-demand delivery fight with US$2.9 billion in grocery subsidies

JD.com says the subsidies will make the ‘Billion-Yuan Supermarket’ its largest subsidised product category, surpassing electronics.

US-China relations

Immigration slows, but America’s appetite for ethnic groceries keeps growing

Weee, now topping $1 billion in annualized revenue, says demand for Asian and Latino foods is spreading well beyond immigrant communities.

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