AI需求井喷这一年，腾讯云伙伴生态再加码

21世纪经济报道2025-12-27

“我们之所以选择在腾讯云上开拓我们的业务，很大程度是因为与腾讯的价值观契合。” 这是最近数位参与“千域计划”的生态服务商，在聊起与腾讯云合作的初衷之时，几乎异口同声提到的一点。俗话说“在商言商”，然商道又非常道。对于依托平台经济发展的生态参与者来说，财务数字决定生意是否有利可图。但价值观的契合，却决定了生意的长度与广度。2021年，腾讯智慧零售推出针对生态伙伴的认证与培育计划——千域计划，从政策、...

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increased","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HTCD.SI":0.6,"TCHmain":0.6,"TCEHY":1.96,"00700":1.96},"content_text":"“我们之所以选择在腾讯云上开拓我们的业务，很大程度是因为与腾讯的价值观契合。” 这是最近数位参与“千域计划”的生态服务商，在聊起与腾讯云合作的初衷之时，几乎异口同声提到的一点。俗话说“在商言商”，然商道又非常道。对于依托平台经济发展的生态参与者来说，财务数字决定生意是否有利可图。但价值观的契合，却决定了生意的长度与广度。2021年，腾讯智慧零售推出针对生态伙伴的认证与培育计划——千域计划，从政策、商机、市场及培训等多维度打造生态成长体系。彼时腾讯认为，随着行业迈向全域经营阶段，生态合作的潜在业务空间将被激活，各行各业也面临更复杂的定制化需求。过去的一年，AI带动新一轮云需求的暴涨。截至今年6月，我国人工智能的日均token消耗量已达到30万亿，1年半内增长300多倍。在这一庞大的新增市场，腾讯并不想，也并不可能“一口气吃成一个胖子”。他们鼓励“千域计划”的生态合作伙伴，以更灵活的商业合作方式，共同完成 AI落地最后一公里的交付。这一变化也反应在腾讯智慧零售与生活产业交出的生态成绩单上，2025年，“被集成”这一合作模式实现了153%的增长，合作完成的项目总数达去年同期150%+。此外，腾讯云和伙伴在零售和新增的文旅、酒店、建筑地产赛道之间的跨行业协同在加强。不少伙伴认为这意味着更多商机流动起来了。一家刚刚和腾讯共同完成头部酒店AI项目交付的服务商负责人表示，“现在文旅和零售消费领域的客户也找过来了。”面对新的市场热点，腾讯在生态上也快速响应。这两年AI和出海成为整个行业的增长热点。腾讯智慧零售与生活产业也开始在这些赛道开拓新的伙伴，在AI创新、出海突破、全域运营等领域探索增长新可能。从管理人到管理牛许多腾讯与云生态伙伴的合作始于企业微信的定制开发，比如聚焦政企智慧化业务的恒创融慧。恒创融慧总经理贾诚谈到，2010年开始，他接触过形形色色的云服务企业和模式。腾讯的标签与其他云厂商有着显著的不同，它掌握着与C端最为广泛的场景链接。而云服务的锚点，则是利用这些链接优势，撬动B端的生意。2018年前后，公域流量向私域流量的转化成为热门话题。彼时，基于打通企业微信与个人微信的私域运营模式尚未完全跑通，一片蓝海亟待开拓。随后几年，在包括恒创融慧在内的生态合作伙伴的助力下，越来越多的零售服务企业以企微为媒介来作客户管理，形成私域触达。企微作为私域运营据点的模式在许多行业成为标配。然而，随着对客户需求更为深度的挖掘，贾诚和它的同事们发现，腾讯所建立的更为广义的链接，除了商户与客户或消费者之间的链接，还能更广义地去链接企业主、雇员与生产。基于这一洞察，三年前，恒创融慧开始基于腾讯云基座，着手帮助知名乳源企业圣牧，以数字化手段管理他们的牛群。“农业本身是很特殊的赛道，畜牧又是农业中比较窄的领域，奶牛作为大体积生物又是整个畜牧业中生命周期长、单体价值较高的。”贾诚在解释项目行业特殊性的时候表示：“对客户来说，对一个传统行业做数字化转型和赋能怎么做？饲喂，除粪和数字化有什么关系？”贾诚回顾了客户提出的核心诉求：在数万头奶牛规模化养殖中，精准评估每头牛的“投入产出比”——采食量与产奶量对应关系。这直接关系到牛只价值的评估及企业运营与决策。为此，团队运用计算机视觉等技术，通过腾讯AI模型训练平台与大数据技术，将每头牛的个体行为识别数据串联，实现了生产环节的全链路数字化溯源，从而提升数据准确率优化效益。此外，数字化还重塑了牧场管理：将工人手写记录升级为通过企业微信等系统的线上流程。这避免了纸质记录可能导致的职业病病菌传播，并实现了数据自动汇总与分析，提升了数据及时性准确性以及牛群管理效率。项目还整合了人事、供应链等模块，实现了运营层面的全面数字化。“企微的特点与微信一样，核心是产生连接，打通牧场工人与管理层、与客户之间形成供应链的上下关系，这是腾讯很大的优势。”贾诚表示：“在完成企微的私有化之后，企微能与客户内部的OA、SAP等系统打通，形成数据串联，从而实现牧业集团化管理的多地域协同、知识文化协同、运营数据协同等。”正因为第一期项目成功建立了信任，帮助客户解决了实际问题，恒创融慧与圣牧已顺利签署第二期项目，并计划接入腾讯云更多的AI底层能力和智能体工具，为决策层提供更快速、全面的经营数据支持。“反向筛选”如果说管理乳牛还是一个非标场景，那么对数据高度敏感的快消领域，就是成熟度最高，数据闭环最完善的智慧零售场景之一。以至于，对于晶确科技（GAIA）这类已经成为头部快消品牌“内脑”的服务商来说，锁定腾讯，几乎是一个“反向筛选”的过程。“过去都会强调我要铺货越广越好，现在是铺得越精越好。客户会想探索高价值的店，客流在哪里，价值就在哪里。我们就是通过这个契机开始与腾讯智慧零售的合作。” 晶确科技CEO Jeffrey表示。晶确科技在GTM（Go-To-Market）和PMF（Product-Market Fit）领域浸润已多年，虽然加入“千域计划”的时间不长，但双方融合的效率却超过了Jeffrey的预期。与其他云厂商不同，腾讯全生态的大数据，包括地图坐标和人流、地貌与商业画像、支付频次客单、甚至是用户兴趣偏好，都能更为精确地帮助晶确匹配“人”“货”“场”。在高度耦合的数据供给中，晶确能够高效地对GTM/PMF投入产出比进行分析，帮助客户找到过多投入或者欠投入的商圈点位。具象到晶确科技的客户——某快消品巨头，拥有合计450万家铺货终端。在GTM/PMF策略上，其无法在所有网点都铺设相同的产品。晶确则通过腾讯位置服务LBS数据对新品打标，找出好的门店映射周边环境，找出复购意愿，并加大动销和减少退货。还比如，晶确科技透过数据洞察，发现医院和外国人的聚集区位，气泡水会因为人群和消费习惯导致销售较佳。而基于此类洞察，晶确科技还能形成特定区域的商业地貌，并反哺其它品类或客户的GTM/PMF策略。从品牌商到零售商，从货品到终端网点，从客户数据到生态数据，当越来越多的B端聚集到腾讯云生态中，晶确科技发现，自己的业务生态已经与腾讯水乳交融。就像Jeffrey所说的：“客户对数据价值的需求驱动，构成了与腾讯深度合作的契机。”AI，让“被集成”走向纵深2025年，当行业头部企业已经纷纷将AI智能体介入企业经营决策、市场策略、人员管理与培训等多个领域时，腾讯“千域计划”的合作伙伴们也已经瞄准了AI智能体SaaS市场的潜力。比如，今年以来，晶确科技已经基于腾讯云ADP（智能体开发平台）为其客户上线了多个不同的智能体。如针对区域销售负责人，形成了一套基于地图数据的业务专员管理AI智能体，有效帮助负责人还原业务人员的拜访点位、停留时间、任务完成情况等，并可自动形成复盘报告和业务专员绩效诊断。此外，晶确科技还上线了商圈“战略”智能体（Artemis），赋能总部和总经理等。未来，随着业务数据和财务数据的打通，晶确科技还将打造一套自上而下的财务管理和决策智能体，帮助客户企业进行顶层决策。类似的AI智能体赋能合作，也出现在了恒创融慧与圣牧未来的计划之中。“未来十年一定是AI的十年，而且我们相信十年之后所看到的AI不是这样的。”贾诚在谈到AI与企业结合的未来时判断。“未来，每个企业都会由AI驱动。其中有两个关键点：一是AI会将所有流程连接打通，并通过加速流程推动效率；二是数据安全性要求更高。原来一个企业的法务数据、人事数据、财务数据是分散的，但是如果想靠IoT对这些数据进行采集和应用，数据会被集中，安全性的要求会更高。”贾诚表示。除了成为企业的管理协调者和“内脑”。更多的AI能力，在被腾讯的生态合作伙伴们，集成到企业的具体业务之中。腾讯云副总裁王墨透露，目前腾讯AI能力已经被应用到的领域，包括游戏领域的美术和动画制作、医疗领域的辅助诊断与咨询、工业领域的CAD图纸生成、酒店行业的大部分的住客基础服务需求等等。让伙伴跑在前面当来自千行百业的海量新增云需求，AI智能体需求集中释放时，腾讯云选择以“被集成”的方式推动云业务的扩张，成为了顺理成章地选择。用Jeffrey的话说，与腾讯的合作，是建立在腾讯不是一个“抢生意”的平台，而是一个共创者。“我们从一开始就知道，如果腾讯要在各个行业抢生意，会变得非常吃力。”Jeffrey把晶确与腾讯之间的关系比作水电厂与水电工：“开一个电厂不会自己去搞焊接，开水厂的不会自己想去修水管。”而在贾诚看来，不论是传统的SaaS云服务，还是AI智能体应用与算力支持，都需要云厂商通过生态伙伴去对齐客户的需求以及颗粒度。“三百六十行，行行出状元。”贾诚表示，腾讯的强项在于AI大模型和技术平台，而恒创融慧在细分赛道更懂行业和客户需求。“技术和场景综合产生的差异化才是未来最大的机遇。我也希望腾讯下一步开放更多的产品和能力，和我们的产品做结合，实现1+1>2。”2026年将依然是在艰难中求增长的一年。做深技术能力、推动业务进化、交付生意结果，走出一条健康、可持续的增长之路，正是腾讯智慧零售与生活产业搭建“千域”这座桥梁的意义所在。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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