Guan Cha Zhe Wang·2025-09-30 08:52Core Insights - JD aims to integrate AI into industries as an indispensable infrastructure, emphasizing sustainable development and value creation rather than just rapid deployment [1][12] - The company introduced its upgraded large model brand JoyAI, along with three new AI products and various deep AI applications across multiple industries [1][3] AI Product Offerings - JD launched three AI products targeting personal users: "Jingxi" for shopping and life services, "Tata" as a versatile digital assistant, and "JoyInside" for embodied intelligence [1][3] - "Jingxi" focuses on e-commerce interaction, enabling users to complete tasks like shopping and ordering food with simple commands, and it integrates online and offline services [4][6] - "Tata" digital assistant combines voice, expressions, and actions to meet various needs, creating an emotional connection through a three-dimensional interaction system [5][6] Investment in AI Development - JD plans to invest continuously in AI over the next three years, aiming to drive a trillion-scale AI ecosystem and open up scenarios and training data to embodied intelligence companies [2][11] Industrial Applications - JD's AI capabilities are deeply integrated into industrial supply chains, with the Joy Industrial model utilizing vast data to enhance procurement, compliance, and supply-demand matching [11][12] - The AI-driven logistics system, "Logistics Super Brain 2.0," has achieved significant improvements in operational efficiency across various logistics processes [12][13] Collaboration and Ecosystem Development - JD is building an AI moat based on its supply chain, focusing on self-developed AI capabilities to enhance core business scenarios [3][10] - The JoyInside platform has been upgraded to facilitate partnerships with robot and toy manufacturers, allowing them to integrate advanced AI capabilities into their products [9][10]