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阿里巴巴宣布推出商用操作系统_我的网站

A | 1月11日，在杭州召开的全球全新零售峰会上，阿里巴巴集团首席执行官张勇正式启动了阿里巴巴业务操作系统，表示该系统将帮助全球零售业重建11个业务操作关键要素。    

    Tian Xuan Photo: Courtesy of Tian
In economic theory, "overcapacity" - for which no universally accepted definition exists - is inherently a recurring feature of the market economy's dynamic "balance - imbalance - rebalance" cycle. The Western narrative that equates China's sizable production capacity directly with "overcapacity" defies economic logic and rigor; in reality, it represents a politicization of trade and economic issues.
First, it confuses the concepts of "capacity scale" and "overcapacity." China's overall industrial capacity utilization remains within a reasonable range. Periodically lower utilization in traditional sectors reflects a normal adjustment as these industries advance toward high-end, intelligent, and green production. Ample capacity in certain emerging industries is precisely what meets surging global demand for high-end, smart, and green solutions. Therefore, equating scale with excess is typical equivocation.
Second, "overcapacity" itself is a dynamic feature of market economies, where no fixed balance persists indefinitely. Judging capacity based solely on static snapshots violates basic economic principles.
Third, it is erroneous to simplistically link trade surpluses or industrial subsidies to overcapacity, while ignoring the macro context of global specialization and cross-border savings-investment structures. It also disregards the reality that reasonable capacity utilization ranges differ across economies at varying stages of development. Imposing a single standard on China is neither scientific nor rigorous.
China's global competitiveness in green technology stems from sustained, large-scale investment in innovation, a comprehensive industrial and supply chain system, massive application scenarios, and intense market competition - not from alleged government subsidies. After decades of long-cycle R&D, Chinese industries have achieved breakthroughs in core technologies such as power batteries and photovoltaic modules.
During the 14th Five-Year Plan period (2021-25), China's nationwide R&D spending grew at an average annual rate of 10 percent. Economies of scale have continuously diluted production costs. China's ultra-large domestic market and full-chain supporting ecosystem provide an optimal testing ground for new technologies - from pilot verification to mass deployment. With more than 200 million market entities driving fierce competition, enterprises are constantly compelled to cut costs, raise efficiency, and upgrade products, thereby forging dual advantages in price and performance that we see today.
There is no direct causation between subsidies and overcapacity. Industrial subsidies are a globally recognized practice, typically aimed at correcting market failures and advancing critical technologies. China's subsidies are granted on an impartial basis to all types of market entities, in full compliance with WTO rules, and have not triggered disorderly capacity expansion.
Currently, capacity utilization in China's green industries remains within a reasonable range. Support is primarily directed toward R&D, technological breakthroughs, and consumer-side incentives through market-based mechanisms - not toward fueling overcapacity. Crucially, China's high-quality capacity has reduced the global cost of green transition, representing an opportunity rather than a shock to world development.
Against the backdrop of global carbon neutrality goals, labeling China's new energy capacity as "overcapacity" is entirely untenable. According to the International Energy Agency, global data center electricity consumption will approach 1 trillion kWh by 2030, with 40 percent of incremental power needing to come from renewables. Demand for wind power, photovoltaics, power batteries, and related green energy solutions remains far from saturated - so claims of "overcapacity" are groundless.
China's capacity plays a central role in advancing the global energy transition. Over the past decade, the levelized cost of electricity from wind and solar globally has fallen by more than 60 percent and 80 percent respectively - improvements largely attributable to Chinese innovation and manufacturing, which have directly lowered the cost threshold for worldwide green transformation.
The US journal Science crowned the global renewable energy surge led by China among its Top 10 Breakthroughs of 2025. Leveraging its technological and scale advantages, China is well positioned to supply abundant, high-quality green energy equipment and solutions, meet fast-growing renewable demand from data centers, industrial production, and other sectors, and tangibly support countries in implementing the Paris Agreement. In short, China is a pivotal force driving the global low-carbon transition.
The so-called "China Shock 2.0" is fundamentally a protectionist narrative rooted in Cold War thinking - a politically motivated claim inconsistent with facts. The rapid development of China's modern industries is driven by innovation and sustained institutional reform, not by dumping allegedly excess capacity abroad. Rather than posing a shock, China's industrial progress offers a "China Opportunity 2.0." It delivers multiple dividends to global development - innovation dividends, market dividends, and growth dividends - while injecting stability and vitality into global industrial chains through an open and win-win approach.
China's high-quality green and high-tech exports have tangibly accelerated the global green transition and reduced production costs worldwide. Meanwhile, as the world's largest goods consumption market and the second-largest importer for 17 consecutive years, China provides enormous market opportunities for economies around the globe. Moreover, China's open-source collaboration and technology sharing in frontier fields such as artificial intelligence and the digital economy enable developing countries to bridge the digital divide at lower cost and share in the benefits of the technological revolution.
The facts demonstrate that China's emerging technologies and products represent a "China Opportunity 2.0" - driving global technological progress, accelerating the green transition, improving livelihoods across nations, and bolstering the industrialization of developing economies. This open and mutually beneficial cooperation stands as the true engine of global economic recovery and sustainable development. 
This article is compiled based on an interview with Tian Xuan, dean at the Guanghua School of Management and Boya Distinguished Professor of Finance of Peking University. [email protected]

。阿里巴巴集团首席执行官张勇指出，近20年来，在阿里巴巴的经济环境中，购物、娱乐、本地生活服务及其数字化能力等多种业务场景已与云计算等其他服务全面整合，形成了独特的阿里巴巴业务操作系统。阿里说，七年前的今天，张勇宣布淘宝商城更名为天猫，开启了全球品牌电子商务的新时代。

B | 今天，张勇宣布，阿里的商业操作系统将迎来全球品牌数字化管理时代。基于阿里巴巴的业务操作系统，阿里巴巴宣布了阿里巴巴的“A100计划”，帮助企业实现跨阿里巴巴生态的数字化转型。包括品牌、商品、销售、营销、渠道、制造、服务、金融、物流供应链、组织、信息管理系统等业务要素在企业运营中，通过阿里巴巴业务操作系统实现先在线，然后全数字化。在面向未来的数字经济时代，所有企业都在向数字化经营的整体迈进。消费者和市场也在经历颠覆性的变化。”在过去的十年里，我们一起拥抱了互联网。今天拥抱是不够的。拥抱是身体接触。今天，我们需要融入互联网和数字世界。张勇认为，数字技术不仅可以为企业开辟网络销售的新渠道，而且可以改变营销、消费运营、供应链管理、商品设计和生产模式等各个环节。

C | 在过去的三年里，新的零售业打开了一扇窗户。作为阿里商业操作系统的一个重要实践，它不仅使人们能够更好地做生意，而且改变了他们做生意的方式。全球营销不仅使营销更加准确、高效，而且改变了营销方式。在高度数字化的时代，垂直整合的物流网络将从本质上改变商品的转移方式。”今天，许多城市都在建设智慧城市，城市的智慧开始显现。对于所有企业来说，要实现数字化，我们需要一个完全数字化的企业头脑。希望阿里巴巴的业务系统能力、阿里巴巴的技术系统能力、阿里巴巴的组织系统能力，能够帮助大家全面走向供需两端，实现组织支持和技术支持的全面整合。

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Published on:11:08:52