Analysis of Strong Performance of Zhidemai (300785): AI Application Empowerment and Opportunities in the E-commerce Shopping Guide Sector

Beijing Zhidemai Technology (300785) has shown strong performance recently, with core driving factors including deep cooperation with Alibaba Qianwen AI and the AI application boom in the e-commerce shopping guide sector [0][2]. The company’s Haina MCPServer platform has settled in Alibaba Bailian Developer Platform, combined with its 1-billion-level structured commodity database, generating 100,000 professional review contents daily [0]. The application of AI technology can reduce content production costs by 30% and increase shopping guide commissions by 3-5 percentage points, promoting business efficiency and revenue growth [0]. In terms of recent market performance, on November 18, 2025, the stock rose by 14.4% in a single day with a turnover rate of 51.26%, making it to the Dragon Tiger List [3]. Capital flow data shows that Shenzhen Stock Connect had a net buy of 51.341 million yuan, with increased foreign investment attention, but institutions had a net sell of 164 million yuan, reflecting market divergence [3][0]. At the industry level, the AI application sector has seen an overall surge in popularity, benefiting from industry positive news such as Berkshire’s first purchase of Google stocks, and the AI transformation of the e-commerce shopping guide sector has become a market focus [1][4].

1. AI and E-commerce Shopping Guide Integration as Core Logic
   : Zhidemai is transforming from a tool-based platform to an intelligent service-based one, using AI empowerment to improve user conversion rate and stickiness, which aligns with the direction of digital economic development [0].
2. Market Attention and Volatility Coexist
   : High turnover rate (51.26%) indicates capital pursuit, but reverse operations between institutions and foreign investors reflect short-term valuation divergence [3][0].
3. Significant Industry Synergy Effect
   : The rise of Alibaba’s AI ecosystem drives the popularity of related participating companies, and Zhidemai, as a core partner, directly benefits [2][1].

• AI-driven data service revenue has great growth potential; institutions predict that this part of revenue growth is expected to reach 50% in 2026 [0].
• The AI transformation trend of the e-commerce shopping guide sector is clear, and the company, as an industry leader, has a first-mover advantage [4].

• Short-term Volatility Risk
  : High turnover rate and net selling by institutions may lead to short-term stock price corrections [3].
• Increased Industry Competition
  : The AI application sector attracts many participants, requiring continuous maintenance of technological leadership [4].
• Valuation Rationality
  : After rapid growth, attention needs to be paid to the matching degree between valuation and performance growth [0].

The strong performance of Zhidemai (300785) is mainly due to the deep integration of AI technology and e-commerce shopping guide business and the overall increase in industry popularity. Through cooperation with Alibaba Qianwen and its own AI capability building, the company has achieved cost reduction and revenue optimization. Recent market performance reflects capital attention to its transformation prospects, but it is also accompanied by high volatility. Factors such as the progress of AI business implementation, industry competition situation, and valuation changes need to be watched [0][1][2][3][4].