Data Drop: 4 Charts on Alibaba and AI Commerce in China

Alibaba Is Positioning Itself to Win as Agentic Commerce Takes Hold

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About This Report
Alibaba and other tech giants in China are accelerating AI adoption with aggressive subsidies and ecosystem advantages. OpenClaw is fueling agentic AI beyond chat into execution, giving users tools that act on their behalf. Consumer enthusiasm and trust are speeding the move toward agent-led commerce.

In Alibaba’s bid to maintain its existing ecommerce dominance and capture opportunities in AI, the company has introduced a host of agentic commerce tools for its enterprise clients, merchants, and consumers.

China’s tech giants are locked in a heated AI battle

Subsidies are turning AI from novelty into habitual interface. During this year’s February Lunar New Year, Alibaba committed roughly RMB 3 billion ($416.28 million) to promote its genAI chatbot Qwen (also known as Tongyi Qianwen) through cash rewards, vouchers, and discounts. Besides attracting new users, the campaign aimed to shift behavior toward real-world tasks like planning itineraries, booking tickets, ordering food, and making payments.

Alibaba, with its comprehensive ecosystem, has an advantage. Its apps already hold users’ payment details, travel documents, and location data, which allows Qwen to execute tasks with a single tap. But while growing fast, Qwen still trails rivals from ByteDance, DeepSeek, and Tencent in daily active users as of December 2025.

authors

Man-Chung Cheung

Contributors

Wendy Malloy
Director, Reports Editor
Naomi Rebuelta
Copy Editor
Ana Sazon
Data Visualization Editor
Emman Velasco
Data Visualization Editor
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