Core Viewpoint - The future of work may drastically change, with employees potentially working only one day a week or even just one hour, and delivery services becoming fully automated through robotics [1] Group 1: Automation and Robotics - JD.com has replaced 90% of human labor in its sorting centers in Beijing with robots [1] - By April next year, JD.com plans to establish the world's first fully automated delivery station, featuring drones for aerial delivery and robotic vehicles for ground transport [1] - The delivery station will utilize robotic arms for loading goods from drones and autonomous vehicles [1] Group 2: Economic and Social Implications - Liu Qiangdong proposed imposing a 90% excess profit tax on monopolistic tech companies to fund social services such as pensions and education [1] - He emphasized that technological advancements should not lead to concerns about job security or fairness, suggesting a positive outlook for the future [1]

11月7日，京东集团创始人、董事局主席刘强东现身乌镇互联网大会，并谈到物流到达小区时的配送问 题。他表示，京东在跟大量机器人企业合作，希望最后50米会由社区的机器人到社区门口，从无人车上 把包裹拿过来。（第一财经） ...

Group 1: Key Insights from Liu Qiangdong's Speech - JD.com plans to establish the world's first fully unmanned delivery station, which will utilize drones and autonomous vehicles for logistics [2] - Liu Qiangdong emphasized the potential reduction of social logistics costs in China to 6%, which could lead to an increase in corporate profits by trillions of yuan annually, fostering a positive economic cycle [2] - He expressed optimism that within five years, the ratio of social logistics costs to GDP in China could drop below 10%, surpassing the progress made in the past decade [2] Group 2: Insights on AI Development from Alibaba - Alibaba is investing in building a super-scale AI infrastructure to provide leading AI services to global developers, as stated by CEO Wu Yongming [4] - Wu outlined three stages of AI development: intelligent emergence, general artificial intelligence (AGI), and super artificial intelligence, with the current focus on the emergence of AGI [4][5] - The company aims to position Alibaba Cloud as a full-stack AI service provider, capable of meeting the massive computational demands of the new era [5]

记者丨柳宁馨 孙燕 编辑丨陈洁 视频 丨 杨浩凯 11月7日，2025年世界互联网大会乌镇峰会在浙江乌镇开幕，本届乌镇峰会以"共筑开放合 作、安全普惠的数智未来——携手构建网络空间命运共同体"为主题。 刘强东：京东将建全球首个全无人配送站 京东集团创始人、董事局主席刘强东在主题演讲中表示，社会化物流成本太高之后，会导致 国家社会资源的浪费，环境、企业利润，被大量低效的物流蚕食掉。 "大家想一想，假如我们能把整个中国的社会化物流成本占比能够降到只有6%，意味着按照去 年的数字，整个企业一年能增加数万亿的净利润，企业利润的增多会带来更多技术的进步。 企业之间会比拼、争抢人才，会让员工得到更好的收入和待遇。有了更好的收入待遇，那么 消费信心、整个经济就会进入一种正向的循环。"刘强东说。 刘强东认为，随着人工智能和机器人时代到来，他会对中国社会化物流成本的下降趋势表 示非常乐观，"我认为五年之内，整个中国的社会化物流成本与GDP的比率应该能够降到 10%以内，也就是未来5年的进步，可能会超过过去10年的进步，甚至15年的进步。" 据刘强东介绍，京东在北京建的分拣中心，基本上已经把过去90%人力干的活全部用机器人替 代 ...

Core Insights - Liu Qiangdong's return to the World Internet Conference signals a strong comeback for him in the internet sector after a low-profile period following an incident in 2018 [3][4] - His speech emphasized the future of logistics through automation and the potential for a significant reduction in logistics costs, which could enhance corporate profits and employee wages, thereby boosting consumer confidence and improving the economic structure [4][5] Group 1: Liu Qiangdong's Vision - Liu Qiangdong articulated a vision for "unmanned delivery" as the future of social logistics, with plans for the world's first fully unmanned delivery station to be operational by April next year [4][14] - He highlighted that reducing logistics costs from 14.1% to 6% of GDP could lead to substantial net profit increases for companies, which would in turn foster technological advancements and better employee compensation [11][12] Group 2: Strategic Moves by JD.com - JD.com has been actively expanding into new markets, including food delivery and the hospitality sector, indicating a shift from its traditional e-commerce platform image [6][8] - The company is investing heavily in robotics and AI technologies, aiming for a comprehensive layout in the robotics sector, which includes partnerships with various robotics companies [6][8] Group 3: Challenges and Considerations - The transition to unmanned logistics raises several challenges, including the need for advancements in solid-state battery production, safety regulations for autonomous vehicles, and user privacy concerns [8][12] - Liu Qiangdong's proposals for a reduced workweek and increased taxation on monopolistic tech companies to address social equity issues reflect a broader vision for the future of work and economic distribution [5][15]

记者｜刘佳 编辑｜瑜见 他在现场提到，很多朋友问工作怎么办，京东内部在研发各种自动化设备时，"我们很纠结，甚至有点 时间很焦虑，但现在我们很轻松。" 他称，员工未来可能一周只需要工作一天甚至一小时，未来快递配送也不需要人参与，机器人通过授权 后可自动打开用户大门送货。未来也会有大量新的服务产业的机会，如人文、艺术、旅游以及人类对世 界的探索。以旅游为例，未来5年时间全球旅游市场可能会有10倍的增长，这些领域将带来大量就业机 会。 2025年世界互联网大会上，京东集团创始人刘强东在发言时透露，京东的无人卡车在规定范围内测试超 几十万公里，技术已成熟，目前在等待相关法规。此外明年4月，京东将在全球会建第一个全无人的配 送站。 ...

Core Viewpoint - JD Group's founder Liu Qiangdong announced advancements in autonomous delivery technology, including the testing of unmanned trucks and plans for a fully automated delivery station by April next year [1] Group 1: Technological Advancements - JD's unmanned trucks have been tested over hundreds of thousands of kilometers, indicating that the technology is mature and awaiting regulatory approval [1] - The company plans to establish the world's first fully unmanned delivery station globally by April next year [1] Group 2: Future of Work - Liu expressed concerns about job displacement due to automation but noted that the company is now more relaxed about the situation [1] - He suggested that employees may only need to work one day a week or even just one hour in the future, as delivery robots could autonomously deliver packages [1] Group 3: New Opportunities - The rise of automation is expected to create new service industry opportunities in areas such as culture, art, tourism, and exploration [1] - The global tourism market is projected to grow tenfold over the next five years, potentially generating numerous job opportunities in these sectors [1]

Core Viewpoint - Liu Qiangdong emphasizes the importance of reducing logistics costs in China to enhance corporate profits and stimulate economic growth through technological advancements and improved employee compensation [1][3] Group 1: Logistics and Economic Impact - High logistics costs in China lead to resource wastage and diminish corporate profits, suggesting that lowering these costs could create a positive economic cycle [1] - The potential for technological progress in the next five years is expected to surpass the achievements of the past decade, particularly in logistics automation [1] Group 2: Automation and Workforce - JD has replaced 90% of manual labor with robots in its sorting center in Beijing and plans to establish the world's first fully automated delivery station by April next year [3] - The company believes that the rise of robots will not eliminate human jobs but will instead free people from tedious tasks and create new demands in areas like arts and exploration [3] Group 3: Technological Development and Regulation - Liu Qiangdong notes that technological advancements historically lead to wealth concentration, suggesting that governments could impose "monopoly taxes" on dominant tech firms to fund public services [3] - The company reassures that the digital age will not lead to job loss or fairness issues, as many current situations are expected to change [3]

Core Insights - JD.com launched its "Warm Surprise Day" on November 7, coinciding with the start of winter, offering significant discounts and promotions to enhance consumer shopping experiences during the cold season [1][7] Group 1: Promotions and Discounts - The event features a "100 billion subsidy" with discounts as low as 50% on various winter products, including a down jacket originally priced at 1899 yuan now available for 1496.9 yuan, and SK-II cream reduced to 1598.6 yuan [4][6] - Consumers can participate in a "1 penny invitation" event to claim millions of winter essentials from top brands, including heating appliances and clothing [4][5] Group 2: Special Offers and Auctions - JD.com is hosting auctions for rare winter supplements starting at 1 yuan, including high-value items like wild ginseng and premium seafood, enhancing the shopping experience with unique offerings [5][6] - The platform is also giving away 50,000 "lucky vinegar" bottles for just 0.01 yuan during specific times throughout the day, encouraging user engagement [5][6] Group 3: Comprehensive Winter Solutions - The event addresses the essential needs for winter warmth with a wide range of products, including down jackets, air conditioners, and heaters, all available at unprecedented subsidy levels [6][7] - Additional promotions include substantial discounts on clothing and home goods, such as "1000 off 300" vouchers for apparel and significant savings on heating appliances [6][7]

Group 1 - The 2025 World Internet Conference in Wuzhen focuses on building an open, cooperative, and secure digital future, emphasizing the importance of collaboration in cyberspace [1] - Liu Qiangdong, founder and chairman of JD Group, highlighted the high costs of social logistics in China and its impact on resource waste and corporate profits [3] - Liu expressed optimism about reducing China's social logistics costs to below 10% of GDP within five years, predicting that advancements in technology will significantly enhance efficiency [3] Group 2 - JD Group has replaced 90% of manual labor in its sorting centers with robots, and plans to establish the world's first fully automated delivery station by April next year [3] - The company anticipates that by leveraging smart locks, robots will be able to securely deliver packages directly into homes [4] - Liu reassured that technological advancements will not lead to job loss or inequality, suggesting a positive outlook for the future [4] Group 3 - The Food and Beverage ETF has seen a slight decrease of 0.17% in the past five days, with a current PE ratio of 20.59 and a net inflow of 10.36 million [6] - The Gaming ETF has decreased by 1.49% recently, with a PE ratio of 36.98 and a net outflow of 51.09 million [6] - The Sci-Tech 50 ETF has decreased by 1.69%, with a high PE ratio of 163.69 and a significant net inflow of 1.12 billion [6]