2 1 Shi Ji Jing Ji Bao Dao·2025-07-30 11:58Core Insights - JD.com is making significant investments in the field of embodied intelligence, having invested in five robotics companies in the past three months, indicating a strategic long-term commitment to this area [1][5] - The company views embodied intelligence as a crucial part of its service ecosystem, which will benefit from advancements in this technology [5] - JD.com has a broad perspective on embodied intelligence, not limited to humanoid robots, but encompassing various forms of interaction and intelligence [1][5] Investment Strategy - JD.com has publicly shared its strategic thinking behind its investments in embodied intelligence, emphasizing long-term commitment and the importance of user experience [4][5] - The company aims to create an open robotics ecosystem and position itself as a friend to the industry [2][5] - The brand "JoyInside" has been introduced to enhance the interaction capabilities of robots and AI devices [1][2] Market Potential - The market for embodied intelligence is expected to expand significantly, moving from industrial applications to more general consumer scenarios, including humanoid robots and robotic pets [7][8] - JD.com believes that the future market for these technologies could grow by one to two orders of magnitude compared to current industrial applications [7] Technological Development - The company identifies three core modules of embodied intelligence: a control system for movement (the "small brain"), a cognitive system (the "big brain"), and input/output interaction capabilities [7] - JD.com is optimistic about the rapid maturation of robotics technology once it reaches the consumer market, drawing parallels to the evolution of the automotive industry [8][9] AI Integration - JD.com has upgraded its AI model brand to "JoyAI," which includes a range of models from 3 billion to 750 billion parameters, aiming for world-class performance [2][10] - The company has over a thousand internal use cases for its AI models, indicating a strong focus on generating commercial value from its technology [10] Consumer Engagement - JD.com is exploring the potential of robotic pets, which could serve as companions and knowledge tools, enhancing user interaction and experience [11] - The company envisions these robotic pets as not only companions but also as functional tools, similar to a walking search engine [11]