两会对话｜淘宝闪购CEO方永新：外卖市场将转向价值竞争，春节率先在上海上线“AI养老点餐”

澎湃新闻02-05

“在过去几个月，外界会认为淘宝闪购发起了一场优秀的商业战役，主要是因为觉得更充分的竞争，帮助到了商家和消费者。”　　2月4日，上海市人大代表、淘宝闪购总裁方永新在2026上海两会现场，对澎湃新闻记者回忆起了之前的“外卖大战”，谈到外界关注的“反内卷”等话题，方永新认为，补贴是一把“双刃剑”，关键在于使用方向：用得不当易引发价格恶性竞争、损害商家利益；用得合理，则有助于打破原有的垄断，使行业的服务在...

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Taobao Flash Sale CEO Fang Yongxin: The food delivery market will turn to value competition, and the Spring Festival will take the lead in launching \"AI elderly care ordering\" in Shanghai","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"BABA":1.86,"ALBmain":0.6,"09988":1.86},"content_text":"“在过去几个月，外界会认为淘宝闪购发起了一场优秀的商业战役，主要是因为觉得更充分的竞争，帮助到了商家和消费者。”　　2月4日，上海市人大代表、淘宝闪购总裁方永新在2026上海两会现场，对澎湃新闻记者回忆起了之前的“外卖大战”，谈到外界关注的“反内卷”等话题，方永新认为，补贴是一把“双刃剑”，关键在于使用方向：用得不当易引发价格恶性竞争、损害商家利益；用得合理，则有助于打破原有的垄断，使行业的服务在充分竞争中更好发展。　　他向记者预测，今年外卖市场竞争将转向更深度的价值竞争——随着淘宝闪购的发力，消费生活服务平台潜力已充分释放，目前日均订单量达1.5亿单，预计未来两三年，赛道日订单量将向3亿单迈进，这也说明消费刚需的确实存在。　　“把真金白银用于产品优化、骑手服务提升、基础设施建设及商家数字化升级中，帮助商家实现真正的获得感，未来我们会把更多资源投入产品技术能力和骑手服务能力的持续升级，推动行业竞争从拼价格转向拼质量、拼服务，这会是未来核心的方向。”方永新表示，平台对于长期价值投入决心坚定。　　展望2026年的本地生活与即时零售行业，竞争也将持续激烈，未来三年有望形成万亿市场：在他看来，未来行业发展的核心方向有两个方面：一是强化AI技术赋能，推动其深度融入商家经营、近场零售、近场生活服务等全场景；二是提升质量与服务能力，推动商家数字化应用水平升级，最终让消费者受益。　　如何在“大消费”服务中增强AI能力，是方永新关注的焦点。在今年两会上，他带来《关于进一步推动“AI+明厨亮灶”打造上海食品安全数字化新范式》的建议，提出构建统一“AI+明厨亮灶”智能体系、推进“透明外卖”工程、创新“政府补一点、平台降一点、商户出一点”激励机制等系统性方案，助力上海落实《上海市促进餐饮业智能化布局行动计划（2026-2028年）》，实现食安治理与营商环境优化双赢。　　方永新向澎湃新闻记者表示，依托阿里生态资源，集团旗下千问APP与淘宝、高德、飞猪、淘宝闪购等多个消费场景已实现深度打通，推出一句话点外卖、一句话订酒店等便捷功能。计划在今年春节期间，率先在上海上线“AI养老点餐”等服务，助力老年人通过千问等AI工具点餐、享受相关福利。　　“我们的计划是，借助阿里AI技术的底层能力，全面提升消费者体验、商家运营效率及服务商服务水平。”方永新表示，除此之外，AI技术也已被应用于骑手服务支持，比如提升骑手进入园区、社区的便捷性；同时，平台首创AI赋能“明厨亮灶”，也为市场监管效能提升提供了助力。　　此外，方永新还建议，应推广“一个站、一张床、一餐饭、一个码、一度电”“五个一”服务：明确“一个站”标配智能充电、应急药箱、健康设备，要求每街镇至少建成2个示范驿站。“一张床”方面，加大保障性租赁住房倾斜力度，制定新业态劳动者公寓运营标准，由国企牵头运营管理。　　依托社区党支部联动商户成立“暖新合伙人”联盟，将“一餐饭”优惠与营养纳入商户文明测评，对优质商户予以团餐倾斜。推广普陀区经验，将“一个码”升级为集通行、权益查询、公益对接于一体的智能码，破解进门难题。协调平台与电力部门，落实“一度电”补贴，对合规充电站点或骑手给予运营补助，根治充电难、贵问题。　　据他透露，仅去年一年爱心餐就惠及相关群体2000多万人次。未来，平台计划继续联动社会各方力量，完善保障机制，助力骑手增收增利、安全休息，更好地融入城市建设。线下实体经济也需要抓住技术变革机遇，关键在于提升自身适应能力，商家应主动运用AI技术、联动责任平台提升服务，平台也将优化供需匹配，推动线上线下一体化发展。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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