京东CEO许冉冬季达沃斯年会谈“AI”：2025年是AI消费“爆发元年” 相关搜索量同比增长超百倍

Core Insights - The World Economic Forum 2026 Annual Meeting opened in Davos, Switzerland, with key participation from JD Group's founder Liu Qiangdong and CEO Xu Ran [1] - Xu Ran highlighted that 2025 will be the "explosion year" for AI consumption, with related search volumes expected to increase over 100 times year-on-year [2][3] - JD Group is intensifying its focus on AI consumption, launching a second batch of self-developed AI toys, which sold out quickly after their initial release [1][4] AI Consumption Trends - JD's platform is projected to see a more than twofold increase in smart product sales in 2025, with smart robots and smart glasses experiencing year-on-year sales growth of over 300% and 1000%, respectively [2] - Nearly 50% of surveyed consumers indicated that AI capabilities are essential for products, reflecting a significant shift in consumer preferences [2] - The JoyInside smart brand has collaborated with over 40 hardware brands to launch various AI products, with sales during last year's "Double 11" shopping festival increasing over 20 times compared to the "618" event [2] Strategic Developments - JD has established the "Chameleon Business Unit" to oversee the development and commercialization of core AI products, including JoyAI App and digital humans [5] - The company aims to leverage a "super supply chain" and C2M (customer-to-manufacturer) model to drive new supply iterations and stimulate consumer demand [5] - JD's AI strategy has been significantly elevated within the organization, with Liu Qiangdong personally leading the JD Exploration Institute, focusing on cutting-edge technology and AI applications [3][5] Competitive Landscape - The competition in AI consumption is intensifying, with other players like Alibaba also making significant moves in the AI space, such as integrating AI functionalities into their ecosystem [5] - The battle for dominance in the AI consumption market is critical for companies like JD, ByteDance, Alibaba, and Meituan, as it will determine their future success [5]