证券时报·2025-11-07 09:50Core Viewpoint - JD Logistics has achieved warehouse automation through 10 years of technological accumulation, with plans to establish the world's first fully automated delivery station by April next year [1][3]. Group 1: Technological Advancements - JD Logistics has successfully implemented warehouse automation, with over 700,000 kilometers of internal testing for unmanned trucks and millions of kilometers for last-mile delivery vehicles [3]. - The company plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [3][4]. - The development of high-density solid-state batteries is expected to trigger a new wave of growth in the robotics and drone industries [3]. Group 2: Employment and Job Creation - Automation will not conflict with employment; instead, it will free workers from heavy labor and create new job opportunities [1][4]. - Future employees may only need to work one day a week or even just one hour, as automation reduces the physical demands of their roles [3][4]. - The development of technology will lead to new demands and services, potentially increasing the global tourism market tenfold in the next five years [4]. Group 3: Logistics Cost Reduction - JD's entry into the logistics sector aimed to reduce China's social logistics costs, which were significantly higher than those in developed countries due to disorganized cargo movement [6][7]. - The company believes that social logistics costs as a percentage of GDP can decrease from over 14% to below 10% within five years, saving enterprises trillions of yuan in net profits annually [6][7][8]. - In 2007, the logistics cost in China was over 18% of GDP, compared to 6-8% in Europe and under 6% in Japan, indicating a significant inefficiency in the logistics sector [6][8].