中国基金报·2025-11-07 09:53Core Viewpoint - Liu Qiangdong, the founder and chairman of JD Group, emphasizes the significant reduction of social logistics costs in China, projecting it to drop below 10% of GDP within the next five years due to advancements in artificial intelligence and robotics [4][5][6]. Group 1: Logistics Cost Reduction - The proportion of social logistics costs in China's GDP was over 18% in 2006, compared to 6%-8% in developed countries, indicating a substantial gap [6][7]. - In 2022, China's social logistics costs were reported at 14.1%, and reducing this to 6% could save enterprises trillions of yuan in net profits annually [7][8]. - Liu Qiangdong believes that the progress in reducing logistics costs in the next five years may surpass that of the past 10 to 15 years [8]. Group 2: Technological Advancements in Logistics - JD Logistics has made significant technological advancements, including automated warehouses and testing of unmanned vehicles, with over 700,000 kilometers of testing completed for unmanned trucks [8][9]. - By April next year, JD plans to establish the world's first fully unmanned distribution station, featuring drones and automated delivery vehicles [8][9]. - The company aims to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [9]. Group 3: Employment and New Opportunities - Automation is expected to reduce the workload of employees significantly, with the possibility of them working only one day or even one hour a week in the future [8][9]. - The development of new technologies will create numerous job opportunities, as JD emphasizes modular design in its equipment to facilitate easy training for employees [9]. - Liu Qiangdong anticipates a tenfold growth in the global tourism market over the next five years, which will also generate new professions [9].