Xin Jing Bao·2025-08-11 15:11Core Insights - The global robotics industry is on the brink of commercial explosion, with rapid technological iterations and expanding application scenarios [2] - Beijing is emerging as a core area for technological innovation, significantly contributing to the development of the robotics industry [2][3] - JD.com is leveraging its advantages to promote the development of its robotics business and contribute to the ecosystem of the robotics industry in Beijing [2][3] Industry Development - JD.com has invested in six intelligent-related companies in the past three months to accelerate the layout of the embodied intelligence industry chain [3] - The company announced an investment of over 10 billion yuan to support 100 robotics brands in achieving over 1 billion yuan in sales within three years [3] - JD.com aims to help robotics brands commercialize their products through its extensive consumer base of over 600 million and more than 9 million enterprise users [4] Sales Performance - During the 618 shopping festival, JD.com's self-operated sales of intelligent robots increased threefold, while sales of embodied intelligent robots surged by 17 times [4] Market Trends - The robotics industry is experiencing rapid growth, driven by breakthroughs in perception, organizational decision-making, and motion control technologies [5] - There is significant market potential for robots in family services and elderly care, with increasing demand for intelligent robots in companionship, security, and education [5][6] - Humanoid robots, while not yet commercially widespread, are gaining high attention, with many companies capable of large-scale production [5] User Demographics - The primary users of robots are married families in first- and second-tier cities, focusing on educational and companionship needs, as well as B2B scenarios in education and specific industries [6] Technological Innovation - JD.com is collaborating with various parties to promote high-quality development in the robotics industry, offering customized services and optimizing shopping processes through AI [7] - The company has launched the JoyInside brand, which integrates advanced application capabilities and emotional interaction for robots, with several leading brands already onboard [7] - JD.com is also working to lower costs for partners by integrating component procurement and enhancing logistics and service applications [7] Future Outlook - JD.com plans to continue leveraging its platform advantages to drive innovation in the robotics industry, aiming to enhance the role of robots in daily life and work [8]