Alibaba’s Qianwen Rolls Out ¥3bn Lunar New Year Giveaway to Push AI Shopping into the Mass Market

Alibaba’s Qianwen launched a ¥3 billion Lunar New Year promotion that hands every user a 25-yuan no-threshold voucher and rewards referrals with additional coupons, leveraging integrations into Taobao Flash Buy, Fliggy and Amap to promote AI-enabled, one-sentence shopping. The campaign aims to convert holiday-driven trial into habitual, AI-mediated commerce, but presents operational, competitive and regulatory risks.

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Key Takeaways

  • 1Qianwen launched a ‘30 billion yuan’ Lunar New Year campaign beginning Feb. 6; first wave runs to Feb. 12 with a universal 25-yuan voucher.
  • 2Users can earn up to 21 referral vouchers (25 yuan each) and participate in a draw for higher-value AI lifestyle cards; a second wave starting Feb. 13 will hand out cash red packets up to 2,888 yuan.
  • 3The promotion is integrated with Taobao Flash Buy, Fliggy and Amap to enable ‘one-sentence’ AI ordering across roughly 300,000 physical outlets including Luckin, Mixue and Nayuki.
  • 4High launch traffic caused temporary app slowdowns; Alibaba is scaling infrastructure to meet demand, underlining the operational stress of mass promotions.
  • 5The campaign is a user-acquisition and behaviour-change play: short-term subsidies aim to seed long-term adoption of AI-driven commerce within Alibaba’s ecosystem.

Editor's
Desk

Strategic Analysis

This giveaway is less about the coupons themselves than about habit formation and ecosystem entrenchment. By subsidising everyday purchases during a culturally salient spending spike, Alibaba can push consumers to try AI-driven ordering flows and keep them inside its payment and retail stack. If successful, Qianwen will convert ephemeral promotional activity into durable behavioural change that strengthens Alibaba’s data moat and monetisation pathways. The downsides are tangible: heavy subsidy models strain merchant economics, invite quick competitive matching, and risk regulatory attention in China’s sensitive platform economy. Watch for two indicators in the coming months — retention of users who joined for vouchers, and the margin impact on merchant partners — which will reveal whether the campaign is a smart stepping stone for AI commerce or an expensive customer-acquisition sprint.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

Alibaba’s Qianwen app kicked off a high-stakes Lunar New Year promotion on Feb. 6, promising what it calls a “30-billion-yuan big free-order” campaign aimed at driving rapid adoption of AI-enabled commerce. In the first wave running through Feb. 12, every user who upgrades to the latest app receives a 25-yuan no-threshold “Qianwen free-order card”; invitations of new users earn additional 25-yuan cards, with an upper limit of 21 cards per person (a theoretical maximum of 525 yuan). The campaign covers more than 300,000 offline outlets, including national chains such as Luckin, Mixue Bingcheng and Nayuki, and the vouchers can be used across food delivery and flash-commerce scenarios linked into the app’s ecosystem.

The giveaway is not simply a discount stunt. Qianwen has been integrated with Taobao Flash Buy, Fliggy and Amap to enable one-sentence ordering and other AI-assisted purchase flows. Alibaba is calibrating the promotion as both a user-acquisition vehicle and a real-world demonstration of voice- and prompt-driven shopping powered by its AI stack. The company has paired coupon giveaways with product integrations and a planned second wave from Feb. 13 that will distribute cash red envelopes of up to 2,888 yuan, further escalating incentives for sign-ups and engagement.

Traffic surged immediately after launch and the app experienced momentary lag, prompting the operator to say it was allocating extra infrastructure resources to stabilise performance. The rapid demand underscores the friction-reducing power of cheap, time-limited incentives during a holiday season when consumers are primed to spend. Qianwen’s promotional reach is amplified by cross-promotion inside Alibaba’s broader ecosystem; reports from the launch period also noted senior attention at the company’s headquarters, signalling the project’s internal strategic priority.

For consumers the offer is straightforward: easy, low-friction discounts for everyday purchases during the New Year window. For Alibaba the attraction is longer term. The campaign converts holiday footfall into data, usage patterns and repeated interactions with AI-driven ordering systems — the kind of habit-forming behaviour that can justify future product and ad monetisation. It also gives Alibaba a testing ground to smooth voice prompts and transactional AI at scale, converting proof-of-concept into normalised consumer behaviour.

But the move raises questions about sustainability and market impact. A three-billion-yuan headline figure is eye-catching, but heavy subsidies can compress merchant margins, prompt competitive responses from rivals, and attract regulatory scrutiny if promotions are judged to distort market competition. Operational strains — from server capacity to voucher fraud and merchant settlement mechanics — also become more visible under such volume-driven campaigns.

Strategically, Qianwen’s giveaway will accelerate the mainstreaming of conversational commerce in China, where holidays are uniquely effective moments to reset consumer habits. If the campaign succeeds in habituating users to “one sentence” ordering and cross-platform checkout inside Alibaba’s stack, the long-term prize is not the immediate voucher spend but a stickier, AI-mediated payments and retail channel that rivals will find hard to dislodge. Policymakers and competitors will watch closely to see whether heavy discounting simply swaps market share or actually builds durable new user behaviour around AI-driven shopping.

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