Core Viewpoint - JD.com has established the "Chameleon Business Unit" to focus on the development and commercialization of core AI products such as JoyAI App, JoyInside, and digital humans, aiming to accelerate the commercialization of AI technology [1][2]. Group 1: Business Development - The establishment of the Chameleon Business Unit is a strategic move to systematically deliver JD.com's advanced technological capabilities to the industry, enhancing the integration of technology, products, market, and sales resources [1][2]. - The second batch of self-developed AI toys is set to launch in mid-January, indicating a continuous commitment to innovation in the AI toy sector [1][2]. Group 2: AI Product Offerings - JD.com's JoyAI App utilizes advanced language, voice, image, and digital human technologies, functioning as a super personal assistant to solve various user problems [2][3]. - The JoyInside platform has established technical connections with over 40 leading robotics and AI toy brands, significantly improving the dialogue rounds of hardware devices by over 120% [2][3]. - The company plans to launch self-developed AI plush toys by the end of 2025, with the first batch selling out quickly and undergoing multiple restocks [2][3]. - JD.com's digital humans have been applied in various scenarios, including live streaming, customer service, cultural tourism, brand endorsement, event commentary, and celebrity avatars, serving over 50,000 brands [2][3].

新年伊始春节将近，在中国人的传统观念里，春节前一家人其乐融融的擦窗除尘、清洁厨卫、清洗衣物等，不仅是一 项传统年俗，更蕴含着驱疫祈安、除旧布新的美好寓意。 为满足消费者的多元清洁需求和开年行大运的美好期许，1月8日至2月23日，京东超市家清品类推出"春节大扫除逛家 清送汽车"活动，围绕年末扫尘的传统习俗，聚焦顽固污渍、全屋清洁、消杀除菌等场景，甄选了厨房重油污处理、 顽固水垢清洁、高效清洁工具、全屋消杀防护等清洁好物，让消费者轻松解决家庭清洁难题。 此次活动还重磅推出抽奖活动，为用户送上26辆"国民好车"埃安UTsuper、1000元京东超市卡等超值好礼，打造清洁产 品又好又便宜的购物盛宴。 26辆"国民好车"埃安UTsuper能承包一年清洁好物的超市卡 天天抽免费送 京东超市家清品类采销建议，对于厨房碗筷、果蔬的清洗需求，立白果醋浓缩洗洁精采用食品用配方，不仅能高效去 除餐具油污，还能有效减少果蔬表面农残，让年节餐厨准备更安心；面对全屋的年终深度消杀，可以选择滴露杀菌除 螨消毒液，能实现从衣物、地板到物体表面的专业消毒，有效去除多种常见细菌，为全家健康增添一层安心防护。 对于兼顾大面积和易忽略边角的地面清洁 ...

Core Viewpoint - JD has established a "Chameleon Business Department" to fully undertake the development and commercialization of core AI products such as JoyAI App, JoyInside, and digital humans [1] Group 1 - The new department will focus on enhancing JD's capabilities in artificial intelligence [1] - The initiative reflects JD's commitment to advancing its AI technology and integrating it into its business model [1] - This move is part of JD's broader strategy to leverage AI for improving customer experience and operational efficiency [1]

报道提到，全新的第二批 AI 玩具已在筹备中，此次新品将推出面向全年龄段人群的 AI 玩具，将于 1 月中旬全面上线；京东数字人深入应用于直播、客服、文旅、品牌代言、赛事解说、名人分身等多场 景，累计服务超 5 万家品牌，且数字人直播已免费向商家开放。（36氪） 【#曝京东成立变色龙业务部#，第二批自研AI玩具筹备中】据报道，京东成立"变色龙业务部"，全面承 接 JoyAI App、JoyInside、数字人等核心 AI 产品的打造与商业化。 ...

Core Insights - JD.com has officially launched a new incentive policy for 2026 aimed at fashion categories such as apparel, beauty, and sports, maintaining a "0 commission, up to 100% rebate" structure while introducing a "New Merchant Relay Rebate" program to support new merchants over a 12-month period with rebates up to 1.2 million yuan [1][4] Group 1: New Merchant Incentive Policy - The new policy includes a tiered rebate system based on monthly sales, where merchants can receive up to 100% commission rebate for achieving sales of 30,000 yuan or more [5] - JD.com has provided over 10 million yuan in commission rebates and traffic incentives to new merchants in the fashion category, resulting in a 130% year-on-year increase in new merchant registrations [4] - The "New Merchant Relay Rebate" program is designed to alleviate pressures faced by merchants during their initial growth phase, allowing them to earn rebates even with slow initial sales as long as they meet subsequent sales targets [4][5] Group 2: Support and Growth for New Merchants - JD.com has enhanced its service provider incentive system to improve recruitment and operational capabilities, fostering a more prosperous platform ecosystem [4] - The company has attracted millions of merchants since the upgrade of its "Spring Dawn Plan" in 2025, covering over 400 cities nationwide and helping nearly a thousand new merchants achieve sales exceeding 10 million yuan [5] - The case of the sports brand Anou Tu illustrates the effectiveness of JD.com's support, as the brand experienced a twofold increase in monthly sales after receiving training and marketing resources from JD.com [5]

Core Viewpoint - The implementation of the "New National Subsidy" policy for trade-in of consumer goods such as automobiles, home appliances, and digital products is expected to stimulate the consumption market and enhance the quality of life for citizens, driving both industrial upgrades and consumer demand [1][11]. Group 1: Consumer Goods Market - The "New National Subsidy" policy has led to a surge in consumer interest, with platforms like JD.com and Suning launching various promotional activities to facilitate trade-ins and provide additional benefits [2][10]. - The policy has expanded the scope of subsidies to include digital and smart products, aligning with consumer demand for upgraded technology and energy-efficient appliances [2][3]. - Sales data from Suning indicates a significant increase in foot traffic, with a 110% week-on-week rise in stores nationwide during the New Year holiday, particularly in major cities like Beijing and Shanghai [3][10]. Group 2: Automotive Market - The automotive trade-in subsidy has been adjusted to provide higher incentives based on the price of new vehicles, with a maximum subsidy of 20,000 yuan for scrapping old cars and 15,000 yuan for trade-ins [6][8]. - The adjustment in the new energy vehicle tax policy, from full exemption to a 50% reduction, has led to varied consumer reactions, with some opting to wait for better deals while others proceed with purchases due to existing needs [6][7]. - The overall vehicle replacement rate has surpassed 55%, indicating a strong demand for upgrading to greener and smarter vehicles, supported by the new subsidy structure [8]. Group 3: Market Dynamics and Consumer Behavior - The market is becoming more rational, with consumers increasingly prioritizing product features such as energy efficiency and smart technology over mere price discounts [7][8]. - The New Year holiday has been identified as a critical period for capturing consumer interest, with various cities launching promotional events to maximize the impact of the subsidy policy [10][11]. - Industry experts emphasize the importance of timely adjustments to subsidy categories and the need to combat fraudulent claims to ensure the effectiveness of the subsidy funds [10].

Group 1 - The CES 2026 showcased cutting-edge robotics technology, with JD.com and over 20 partners presenting innovative products and solutions aimed at accelerating the evolution and commercialization of robotics [1][5] - The event highlighted the practical value of embodied intelligent robots, with various brands demonstrating their capabilities through performances, including dance and complex interactions [3][4] - JD.com introduced several consumer-oriented smart robots, such as the Rover X1 quadruped robot and the AI chess-playing robot, indicating a shift from futuristic assistants to practical companions in daily life [4][5] Group 2 - JD.com is building an open and collaborative industrial ecosystem by integrating its supply chain, technology, and service capabilities to support partners across the entire value chain [5] - The company offers innovative solutions for commercializing robotics, including low-barrier entry for partners, co-launching new products, and creating a seamless online and offline sales network [5] - JD.com aims to deepen collaboration with global partners to promote the application of robotics in various sectors, creating sustainable economic value for diverse industries and users worldwide [5]

Core Viewpoint - The strategic partnership between Angel and JD Electronics aims to accelerate the upgrade of whole-house drinking water solutions through a combination of online and offline initiatives, enhancing consumer engagement and experience [1][4]. Group 1: Strategic Collaboration - Angel and JD Electronics have established a solid foundation for cooperation, with recent activities marking an upgrade in their strategic partnership [4]. - The collaboration leverages JD Electronics' strengths in user scale, omnichannel operations, and logistics to effectively reach consumers [4]. - The series of joint events responds to the growing demand for whole-house drinking water solutions amid rising consumer interest in quality of life [4]. Group 2: Online and Offline Integration - The partnership represents a significant practice of the "new traffic" model, combining online and offline efforts to enhance consumer interaction [2]. - A nationwide Douyin live broadcast event was held, featuring executives from both companies, which successfully aggregated and released new online traffic [2]. - Following the online event, joint product launch conferences were held in multiple cities, converting online interest into offline consumer engagement [2]. Group 3: Consumer Engagement and Promotions - To reward consumer support, Angel launched the "Space Master New Year Renewal Season" campaign, offering significant subsidies for upgrading to whole-house drinking water systems [4]. - Consumers can benefit from a trade-in subsidy of up to 2,000 yuan for single products when using UnionPay's cloud payment, along with additional promotions for bundled purchases [4]. - The campaign aims to lower the barriers for families to upgrade their water systems, making it more cost-effective [4]. Group 4: Future Directions - Angel plans to continue deepening its collaboration with JD Electronics in product innovation, channel synergy, and service experience [6]. - The focus will be on responding to changing household water needs with advanced water purification technology and products [6].

Group 1 - The core message of the news is the implementation of green consumption initiatives by multiple government departments to promote a low-carbon lifestyle and enhance green procurement, which aligns with corporate needs for cost reduction and carbon reduction [1] - The initiatives include 20 measures across seven dimensions, focusing on product supply, service consumption, and consumption patterns [1] - JD Group's government and enterprise services are integrating carbon footprint management technology with procurement platforms to support green procurement supply chain development [3] Group 2 - JD's government and enterprise services have expanded the supply of green agricultural products and developed green housekeeping services, enhancing compliance with new policy demands [4] - In the green agricultural sector, JD has partnered with China National Nuclear Corporation to launch a mini-program featuring over 180 specialty agricultural products, facilitating connections between local green products and national enterprise procurement [4] - JD's housekeeping services cover over 110 cities and serve nearly 10 million households, providing diverse options for employee benefits and supporting social responsibility initiatives [4] Group 3 - JD's smart procurement system, JD Huicai, enables enterprises to digitize the entire procurement process, allowing for precise carbon emission calculations during procurement [5] - The digital invoice service has issued over 60 million electronic invoices since 2025, saving millions in paper costs and reducing carbon emissions from paper circulation [5] - JD's initiatives in green leasing and waste recycling are designed to lower costs and carbon emissions, with integrated leasing solutions reducing comprehensive usage costs by approximately 30% [6][7] Group 4 - JD's comprehensive asset disposal solutions enhance the efficiency of second-hand circulation while ensuring compliance and maximizing asset value [7] - The company has achieved significant improvements in fixed asset management efficiency, including an 86% reduction in inventory time and a 75% decrease in audit costs [7] - The integration of carbon concepts throughout the production to terminal chain is emphasized as crucial for corporate green transformation, with technology innovation being key to clarifying carbon reduction efforts [8]

Core Insights - The annual JD PLUS membership event will launch on January 7, featuring a "super co-branded card" offering significant discounts and additional benefits for members [1][8] - JD PLUS members have saved nearly 30 billion yuan over the past decade, highlighting the program's focus on user needs and cost-saving benefits [4][6] Group 1: Membership Benefits - The "super co-branded card" will be available for 298 yuan, providing benefits worth nearly 1200 yuan, including various subscription services and a gift of cherries [1][8] - On January 8, JD PLUS members can access a "lifestyle service package" with new services such as car maintenance and ultrasonic dental cleaning, redeemable with points [3] - Members can receive a total of 1345 yuan in super subsidy coupons, which can be used on various purchases, enhancing the value of the membership [10][12] Group 2: User Experience and Savings - Over 70% of surveyed users consider JD PLUS membership the most cost-effective option, particularly among price-sensitive consumers [6] - In 2025, JD PLUS members saved an average of over 150 yuan through free service redemptions, with over 1.8 billion instances of coupon redemptions for food delivery [6][4] - A notable case includes a member in Chongqing who saved 504,000 yuan in a year through various membership benefits, setting a record for annual savings [6] Group 3: Brand Collaborations and Ecosystem - JD PLUS has established partnerships with over 1200 well-known brands across various sectors, enhancing the membership's value through diverse lifestyle privileges [14] - The program has integrated services from over 600 external brands, covering dining, travel, and entertainment, thereby expanding its reach and user engagement [14] - The membership primarily attracts high-value users concentrated in economically developed regions, contributing to brand loyalty and growth potential for JD [13]