如果说工信部的「一人公司」政策是AI轻创业的官方认证，那闲鱼上的数据就是民间投票。
闲鱼最新披露的数据显示，2026年上半年，平台上的AI服务相关订单达到981.6万单，同比增长157%，近500万人在闲鱼上购买了各类AI服务。更惊人的是细分品类：AI编程服务的订单量同比增长超过1700%。
接近一千万单的AI服务交易，500万买家，1700%的编程增速——这不是一个边缘市场，这是一个正在爆发的新经济。
闲鱼上的AI服务都长什么样
打开闲鱼搜「AI」，你会看到一个奇特的生态。
最多的品类是AI设计类：用Midjourney帮你生成头像、Logo、海报、产品图，单次报价从几块到几百块不等。其次是AI文案类：帮写简历、帮改论文、帮写小红书文案、帮生成营销话术。然后是AI开发类：帮写脚本、帮做小程序、帮搭网站、帮对接API。还有AI音频类：AI配音、AI翻唱、AI声音克隆。
这些服务的卖家，大部分是个人。他们可能是大学生、自由职业者、兼职上班族——一个人、一台电脑、一组AI工具，就能在闲鱼上开一个「AI服务小店」。不需要租办公室、不需要雇员工、不需要囤库存。AI降低了技能门槛，闲鱼降低了获客门槛，两者叠加，催生了一个全新的个体经济形态。
AI编程类暴涨1700%是最值得关注的信号。它意味着非程序员开始用AI写代码赚钱了。过去，编程是一个需要多年学习的专业技能。现在，借助Cursor、Claude、GPT等工具，一个完全没有编程基础的人，也可以用AI帮别人写简单的脚本、做自动化工具、搭网站。闲鱼成了他们接单的第一站。
数据背后的三个趋势
第一，AI服务正在从「尝鲜消费」变成「日常消费」。981万单不是一次性尝鲜能撑起来的数字。这意味着大量用户已经形成了「有需求就找AI服务」的习惯——需要头像了找AI设计、需要文案了找AI写、需要代码了找AI做。AI服务正在成为像外卖、打车一样的日常消费品类。
第二，AI轻创业的供给侧已经成熟。500万买家背后是大量的卖家。这些人已经找到了用AI赚钱的方法——不是做AI产品，而是用AI提供服务。这个模式的启动成本极低：一套AI工具的月费可能就几十块钱，闲鱼开店免费，接一单就回本。当越来越多的人发现这条路走得通，供给会继续爆发。
第三，闲鱼正在成为中国AI服务的「基础设施」。它不只是一个二手交易平台了——它正在成为一个AI服务撮合平台。500万买家在闲鱼上买AI服务，说明这个平台在AI服务分发上的角色已经不可替代。这对闲鱼的商业模式、对阿里巴巴在AI时代的战略布局，都有深远影响。
AI轻创业的「淘宝时刻」
2003年淘宝上线的时候，很多人觉得在网上卖东西不靠谱。几年后，淘宝催生了一个庞大的个体电商生态——无数人通过开淘宝店实现了财务自由或至少赚到了外快。
闲鱼上的AI服务，也许正在经历类似的「淘宝时刻」。不同的是，这一次的「商品」不是实物，而是AI增强的服务。门槛更低（不需要库存和物流）、利润更高（AI的边际成本趋近于零）、迭代更快（新工具层出不穷）。
当然，这个市场也有隐忧：服务质量参差不齐、缺乏标准化、平台监管跟不上。但这些问题，20年前的淘宝也遇到过。重要的是趋势：当近500万人在同一个平台上购买AI服务，这件事本身就已经是一个不可逆的趋势了。
明天见。
If MIIT's "one-person company" policy is the official certification of AI solopreneurship, then Xianyu's data is the popular vote.
Xianyu's latest data shows that in the first half of 2026, AI service-related orders on the platform reached 9.816 million, up 157% year-over-year, with nearly 5 million people purchasing various AI services. Even more striking is the category breakdown: AI programming service orders grew over 1,700% year-over-year.
Nearly 10 million AI service transactions, 5 million buyers, 1,700% growth in programming — this isn't a fringe market. This is an exploding new economy.
What AI Services on Xianyu Actually Look Like
Search "AI" on Xianyu, and you'll see a peculiar ecosystem.
The largest category is AI design: using Midjourney to generate avatars, logos, posters, product images, with per-job pricing ranging from a few yuan to several hundred. Next is AI copywriting: resume writing, paper editing, Xiaohongshu copy, marketing taglines. Then AI development: script writing, mini-program development, website building, API integration. And AI audio: AI voiceover, AI cover songs, AI voice cloning.
Most sellers are individuals. They might be college students, freelancers, or side-hustlers — one person, one computer, a stack of AI tools, and they can open an "AI service shop" on Xianyu. No office rent, no employees, no inventory. AI lowered the skill barrier, Xianyu lowered the customer acquisition barrier, and the combination has spawned an entirely new individual economic form.
The 1,700% surge in AI programming is the most noteworthy signal. It means non-programmers are starting to make money writing code with AI. Programming used to require years of specialized learning. Now, with tools like Cursor, Claude, and GPT, someone with zero coding background can use AI to write scripts, build automation tools, or create websites for others. Xianyu has become their first stop for finding clients.
Three Trends Behind the Data
First, AI services are shifting from "novelty consumption" to "everyday consumption." 9.816 million orders can't be sustained by one-time curiosity alone. This means large numbers of users have formed the habit of "turning to AI services when there's a need" — AI design for avatars, AI writing for copy, AI coding for scripts. AI services are becoming everyday consumption categories, like food delivery or ride-hailing.
Second, the supply side of AI solopreneurship has matured. Behind 5 million buyers are a large number of sellers. These people have found ways to make money with AI — not by building AI products, but by offering AI-powered services. The startup cost is minimal: an AI tool subscription might be a few dozen yuan per month, opening a Xianyu shop is free, and one job pays for itself. As more people discover this path works, supply will continue exploding.
Third, Xianyu is becoming China's AI services "infrastructure." It's no longer just a second-hand marketplace — it's becoming an AI services matching platform. 5 million buyers purchasing AI services on Xianyu means the platform's role in AI service distribution is already irreplaceable. This has profound implications for Xianyu's business model and Alibaba's strategic positioning in the AI era.
AI Solopreneurship's "Taobao Moment"
When Taobao launched in 2003, many thought selling things online was unreliable. A few years later, Taobao spawned a massive individual e-commerce ecosystem — countless people achieved financial freedom or at least earned side income by opening Taobao shops.
The AI services on Xianyu might be experiencing a similar "Taobao moment." The difference is that this time, the "product" isn't physical goods — it's AI-augmented services. Lower barriers (no inventory or logistics needed), higher margins (AI's marginal cost approaches zero), faster iteration (new tools emerge constantly).
Of course, this market has concerns: uneven service quality, lack of standardization, platform regulation lagging behind. But Taobao faced these same problems 20 years ago. What matters is the trend: when nearly 5 million people are buying AI services on a single platform, the phenomenon itself is already an irreversible trend.
See you tomorrow.
981万单AI服务、500万买家、AI编程暴涨1700%——这不是边缘市场，这是正在爆发的新经济。
—— Dawn Vision编辑部
9.816M AI service orders, 5M buyers, AI programming surging 1700% — this isn't a fringe market, it's an exploding new economy.
— The Dawn Vision Editorial Desk
Xianyu · AI services · AI solopreneur · 9.81M orders · 157% growth · AI programming · 1700% · 5M buyers · one-person company
Sources · 信源 Sources
本文基于 Dawn Vision 认知引擎处理的 9 个源信号生成，经编辑部人工审核。素材来源：闲鱼官方数据、第一财经、21世纪经济报道。
This article was generated by the Dawn Vision cognitive engine processing 9 source signals, with human editorial review. Sources: Xianyu Official Data, Yicai, 21st Century Business Herald.
