Di Yi Cai Jing·2026-01-10 03:02Core Insights - JD.com has established the "Chameleon Business Unit" to focus on the development and commercialization of AI products such as JoyAI App, JoyInside, and digital humans, marking a strategic shift towards AI product implementation [1][2] - The upgrade of the Chameleon project group to a business unit signals JD.com's commitment to transitioning its AI strategy from research and development to commercial operations, aiming to leverage large model technology and supply chain channels for consumer electronics [2][3] Group 1: AI Product Development - The Chameleon Business Unit will enhance the development of multimodal AI tools, digital humans, and intelligent products, differentiating JD.com from other e-commerce platforms by connecting directly with manufacturing [1][2] - JD.com's R&D expenditure has increased by 28.4% year-on-year to 5.6 billion yuan, representing 1.9% of revenue, indicating a strong commitment to AI investment [2] - The company has seen a significant rise in AI job postings, ranking among the top 20 companies for new AI positions from January to October 2025 [2] Group 2: Digital Human Technology - JD.com's digital human technology has evolved, allowing for the creation of digital personas with significantly reduced production costs, dropping from tens of thousands to double digits, a reduction of over 90% compared to traditional filming methods [3] - The company aims to lower the barriers for using digital humans in live streaming, enhancing features like "one-click broadcasting" to minimize the need for manual intervention [3][4] Group 3: AI Toy Market - JD.com has entered the AI toy market, launching a series of AI toy products since November 2022, including self-developed AI toys and the JoyInside chess robot [5][6] - Sales figures indicate strong market acceptance, with over 4,000 units sold for the initial toy series and over 8,000 for the JoyInside chess robot [6] - The AI toy sector is projected to experience rapid growth, with sales of AI robots, trendy toys, and educational toys expected to increase significantly, highlighting the market's potential [9][10]