Core Insights - The 17th Logistics and Supply Chain Digital Development Conference was held in Shanghai, focusing on the theme "Digital Chain Integration, Intelligent Future" [1] - KingKoo Data, a supply chain control tower platform developed by Shenzhou Holdings, won the second prize in a national competition, showcasing its advanced capabilities [1][3] - The platform aims to provide intelligent and visual supply chain management services, helping clients reduce costs and improve efficiency [3] Company Developments - KingKoo Data integrates a complete data center to break down data barriers, enabling data sharing and real-time business insights [3] - The platform utilizes AI-driven strategies for dynamic optimization and real-time decision-making across various supply chain processes [3][4] - Successful case studies include achieving over 95% order fulfillment in the automotive sector and over 99.7% timely order signing in the e-commerce sector [4] Industry Trends - The logistics sector is rapidly advancing in digital transformation, supported by national policies aimed at reducing logistics costs and promoting smart supply chains [9] - The company is exploring generative AI applications to enhance supply chain intelligence, with a focus on enterprise-level solutions [6][7] - As a 5A-level logistics enterprise, the company operates over 160 warehouses and can process up to 5 million orders daily, reflecting its significant market presence [9]

Core Insights - JD.com has unveiled a comprehensive AI strategy aimed at creating a trillion-dollar ecosystem over the next three years, emphasizing deep application and practical solutions rather than mere technological concepts [1][4][5] - The company’s AI initiatives are rooted in its industrial DNA, focusing on solving real-world problems and enhancing user experience across various sectors [2][3][4] AI Product Launch - On September 25, JD.com launched three major AI products, four application scenarios, and three deep application platforms, marking a significant step towards mass production in AI [1] - The newly introduced products include the Jingxi app, the "He, She, It" digital assistant, and the JoyInside intelligent platform, all designed to enhance user experience and operational efficiency [4][5] Industry Positioning - JD.com positions itself as a pragmatic player in the AI space, focusing on real business needs rather than chasing trends, which differentiates it from many competitors [3][5] - The company has iterated its AI value formula to emphasize the importance of "industry thickness" alongside models and user experience, highlighting the need for practical applications in complex business environments [5] User-Centric Approach - JD.com’s AI products are designed to address specific consumer needs, such as personalized shopping experiences, by utilizing deep interaction and understanding user preferences [6][8] - The Jingxi app aims to redefine the shopping experience by connecting users with tailored recommendations based on their context and preferences, moving beyond traditional e-commerce models [8] Supply Chain Intelligence - JD.com leverages its extensive supply chain insights and AI capabilities to empower various industries, accelerating the digital transformation process [9][11] - The "He, She, It" digital assistant exemplifies JD.com’s vision of AI as a seamless partner in business operations, enhancing efficiency through real-time interaction [9][10] Collaborative Ecosystem - The JoyInside platform provides standardized AI capabilities to various hardware manufacturers, significantly improving user interaction metrics [11][12] - JD.com’s approach fosters collaboration with over 30 leading brands, demonstrating its commitment to building an AI-driven ecosystem that benefits multiple sectors [11][12] Practical Applications - JD.com’s AI applications are characterized by their focus on specific business pain points, such as logistics and healthcare, ensuring that technology serves practical needs [13][14] - The company’s logistics model has been deployed in over 500 warehouses globally, achieving significant efficiency improvements in operations [14] Long-Term Vision - JD.com aims to transform its AI capabilities from internal efficiency tools to open platforms that empower external ecosystems, establishing itself as a leader in the AI-driven supply chain revolution [15]

Core Viewpoint - JD.com is positioning itself as a leader in the AI ecosystem, aiming to create a trillion-dollar industry by integrating AI deeply into its operations and addressing real business needs rather than merely pursuing technological trends [3][4][19]. Group 1: AI Product Launch and Strategy - On September 25, JD.com unveiled its comprehensive AI landscape, including three major AI products and four application scenarios, indicating a shift towards mass production in AI applications [3][4]. - JD.com emphasizes a practical approach to AI, focusing on solving genuine industry problems rather than chasing fleeting trends [5][19]. - The company has iterated its AI value formula to highlight the importance of "industry depth" as a core variable in measuring AI's value, alongside models and user experience [6][8]. Group 2: User-Centric AI Solutions - JD.com's AI products are designed to enhance user experience by addressing specific shopping and service needs, moving away from generic entertainment-focused AI [9][10]. - The upcoming JD Xi APP aims to redefine the shopping experience by providing personalized recommendations through deep interaction and understanding of user preferences [10][19]. - JD.com is leveraging its extensive data and insights to create a seamless connection between users and relevant services, potentially transforming the e-commerce landscape [10][21]. Group 3: Supply Chain and Industry Empowerment - JD.com is utilizing its AI capabilities to enhance supply chain efficiency and empower various industries, acting as a "brain" that accelerates digital transformation [12][16]. - The company has demonstrated the practical application of AI in real-world scenarios, such as automating coffee orders through its digital assistant, showcasing the potential for AI to integrate into business operations [14][21]. - JD.com’s Joy Inside platform provides standardized AI capabilities to hardware manufacturers, significantly improving user interaction metrics [16][17]. Group 4: Sustainable and Scalable AI Applications - JD.com’s AI initiatives are characterized by their practicality, creating closed-loop systems that enhance both consumer and business experiences [19][20]. - The company’s logistics and retail environments serve as natural testing grounds for AI applications, yielding replicable results that can guide traditional industries in their digital transformation [19][21]. - JD.com’s industrial AI model, Joy Industrial, has achieved significant efficiency improvements, demonstrating the transformative potential of AI in supply chain management [20][21].

Core Insights - JD Industrial launched the JoyIndustrial industrial supply chain model at the JD Discovery 2025 conference, aiming to reduce costs in the industrial sector by 1 trillion yuan through digital transformation [2][3] - The company holds a 4.1% market share in China's industrial supply chain technology and services market, making it a leading provider in the sector [2] - The Chinese government is promoting the integration of artificial intelligence and supply chain digitization to enhance efficiency and reduce costs across various industries [4][5] Company Overview - JD Industrial, established in 2017, is a prominent provider of industrial supply chain technology and services in China, offering comprehensive digital solutions [2] - The company has developed the JoyIndustrial model, which leverages over 57.1 million industrial SKU data to enhance supply chain efficiency [6][7] Industry Context - The Chinese industrial supply chain total cost is estimated to be approximately 115.19 trillion yuan in 2024, with potential savings of 6.77 trillion yuan through supply chain digitization [6] - The government has initiated several policies to accelerate the digital transformation of the manufacturing supply chain, emphasizing the importance of AI in enhancing operational efficiency [4][5] Strategic Initiatives - JD Industrial's "Intelligent Empowerment of Thousands of Industries and Trillion Yuan Cost Reduction" initiative aims to connect over 5,000 enterprises across more than 20 cities, focusing on various industrial sectors [7][8] - The company has introduced specialized solutions for nine key industrial sectors, including automotive manufacturing and energy, to facilitate targeted digital transformation [8]

（来源：中华工商时报） 转自：中华工商时报 日前，证监会官网最新发布的备案通知书显示，确认其通过境内运营实体北京京东数智工业科技有限公 司提交的备案材料已收悉。京东工业股份有限公司拟发行不超过2.53亿股境外上市普通股，计划在港交 所挂牌上市。 据悉，继京东集团、京东物流、京东健康、达达集团、德邦物流登陆资本市场后，这是京东集团旗下第 6家上市公司。 招股书显示，京东工业是京东集团旗下面向B端的一家轻资产公司，主要为工业领域客户提供技术服 务。自2017年起，京东工业布局专注于MRO采购服务的供应链技术与服务业务。经过多年发展，京东 工业已成为中国MRO采购服务市场的最大参与者。 截至2024年12月31日，京东工业已提供约5710万个SKU，涵盖77个产品类别。在2024年，京东工业的商 品供应来源于由约121700家制造商、分销商及代理商组成的广泛且覆盖全国的工业品供应网络。 此次IPO筹集的资金将用于增强公司的工业供应链能力，拓展跨地域业务，还将用于进行潜在的战略投 资或收购，以及满足一般公司用途和营运资金需求。 而京东健康、京东物流在2020年12月和2021年5月实现港交所上市，两次分拆均采用了搭建 ...

Core Insights - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing, showcasing JD Group's innovations across various sectors including retail, technology, logistics, health, and industry, under the theme "Digital-Real Synergy, Smart Global Sharing" [1] - JD Group's "Seven Fresh Kitchen" and AI Interview Agent were recognized as exemplary service cases at the fair, highlighting their innovative supply chain and recruitment efficiency improvements [1][4] - JD Group aims to leverage its digital capabilities to optimize supply chains, reduce costs across industries, and enhance collaboration with over 100 state-owned enterprises [1] JD Group's Local Business Initiatives - JD's local services, including JD Takeout, Seven Fresh Kitchen, and JD Home Services, made their debut at the fair, focusing on addressing traditional industry pain points and enhancing home service market capabilities [2] - The "100 Billion Thousand Products New Growth Plan" by JD Global Purchase aims to introduce 1,000 new overseas brands and achieve 10 billion yuan in sales growth over three years [2] Technological Innovations - JD Cloud served as the official technology service provider for the fair, showcasing the "JD Office" smart government collaboration platform, which supports over 500,000 personnel in efficient cross-departmental collaboration [3] - The JoyAI model was highlighted with applications such as AI Interview Agent, which has improved recruitment efficiency by 70% and served over 100,000 job seekers [4] Supply Chain and Logistics Developments - JD's industrial solutions focus on creating a digital supply chain to enhance resilience and reduce costs by trillions, showcasing their integrated supply chain logistics system with over 30 new overseas warehouses [5][6] - JD's international supply chain capabilities were presented, emphasizing their infrastructure in over 50 locations across nine countries, aiming to become a preferred brand for Chinese enterprises going global [6] Health Services Innovations - JD Health demonstrated a closed-loop service model integrating medical consultations, testing, diagnosis, and medication delivery, enhancing online and offline healthcare service collaboration [5] - The introduction of AI medical products like "AI Jingyi" and "Kangkang" aims to provide comprehensive health management solutions across various scenarios [6] Vision and Future Goals - JD Group aspires to be the "most trusted global enterprise," leveraging its supply chain advantages to create value for global customers and partners, while promoting Chinese business civilization [6]

Core Viewpoint - The conference on "Green Leading Smart Empowerment to Build a New Ecosystem for Supply Chain" highlighted the importance of green and smart supply chain management in the electricity sector, emphasizing the need for collaboration among state-owned enterprises and leading private companies to address challenges and seize opportunities in supply chain development [1][2]. Group 1: Industry Overview - The electricity sector is recognized as a crucial pillar of the national economy, with its supply chain being complex and strategically significant, necessitating a transition to digital, intelligent, and green supply chains [2]. - The supply chain in the electricity industry is facing challenges such as long chain links, data silos, complex demands, and regulatory difficulties, which have directed focus towards compliance, cost reduction, efficiency enhancement, and supply assurance [2][3]. Group 2: Company Initiatives - JD Industrial, as a subsidiary of JD Group, is committed to enhancing the electricity sector's supply chain through a comprehensive digital transformation, linking supply and demand to optimize matching and reduce collaboration costs [2][3]. - JD Industrial has aggregated over 120,000 manufacturers, distributors, and agents to create a robust supply chain, providing significant support for cost reduction, efficiency improvement, compliance, and supply assurance in the electricity industry [3]. Group 3: Standardization Efforts - The lack of standardization in the industrial products sector has led to increased communication and transaction costs, complicating procurement processes; JD Industrial is focusing on product standardization to facilitate supply chain upgrades [4]. - The consensus in the industrial sector is that standardization is key to maximizing procurement cost efficiency, with guidance from the State-owned Assets Supervision and Administration Commission (SASAC) emphasizing the need for data standardization and governance [4]. Group 4: Technological Advancements - JD Industrial is leveraging big data and AI algorithms to enhance data capabilities for electricity clients, implementing a three-step approach to standardization, digitalization, and intelligent application to build a standardized product library [4][6]. - The introduction of AI tools like "Gongpin Cha" aims to improve product standardization across the industry, enabling clients to manage product data more effectively and enhance operational efficiency [6].

Group 1 - The 33rd Guangzhou Expo and the 11th International Invention Exhibition opened in Guangzhou, focusing on "dual empowerment to promote circulation, new quality inventions create the future" [1] - A framework agreement titled "Hundred Parks and Thousand Enterprises" was signed to enhance domestic circulation and develop new productive forces through technology sharing and market connectivity [1] - The agreement aims to build a virtuous cycle of "complementary advantages and shared benefits" to support the construction of a unified national market [1] Group 2 - In 2025, the Guangzhou Municipal Government and JD Group signed a strategic cooperation framework agreement to explore new paths for government-enterprise collaboration [3] - JD Industrial, a subsidiary of JD Group, is actively participating in the digital transformation of supply chains in Guangdong Province, focusing on cost reduction and efficiency improvement for industrial enterprises [3] - The "Trillion Cost Reduction" initiative launched by JD Industrial in Guangzhou aims to enhance supply chain processes and productivity through a "digital highway" approach [3] Group 3 - JD Industrial hosted a partner conference in May to assist Guangzhou's industrial sector in seizing digital transformation opportunities and expanding online sales channels [4] - The initiative provides various services, including product, technical, consulting, and operational services, to help foreign trade enterprises alleviate operational pressures [4] - JD Industrial's mission is to achieve extreme operational efficiency in the industrial world through technology, offering reliable digital supply chain solutions [5] Group 4 - JD Industrial has established itself as a leading industrial supply chain technology and service provider in China, with robust digital infrastructure and advanced supply chain capabilities [5] - The company aims to integrate its technological capabilities and industry experience to help Guangzhou set a national benchmark for industrial supply chain digitization [5]

Core Insights - The event hosted by JD Industrial aimed to promote the digital transformation of the laboratory supplies supply chain, enhancing efficiency and cost-effectiveness for research institutions and enterprises [1][2] - The traditional procurement model in the laboratory supplies industry is facing challenges such as long delivery times, weak emergency response, and fragmented internal processes, necessitating a shift towards a digital supply chain [1][2] - JD Industrial is committed to investing significant resources to improve product quality, expand user base, and build capabilities within the laboratory supplies sector [2][3] Industry Challenges - The laboratory supplies industry is experiencing increased demands for supply chain efficiency due to the overall enhancement of China's research capabilities [1] - Traditional procurement methods are inadequate, leading to issues such as high customer acquisition costs for brand manufacturers and inefficiencies in meeting diverse research needs [2] - The lack of transparency in pricing and compliance risks in procurement processes are significant pain points for enterprises and research institutions [1][2] Company Initiatives - JD Industrial is leveraging its robust digital infrastructure and supply chain technology to create a comprehensive digital supply chain system that connects supply and demand effectively [2] - The company is focused on providing a seamless digital procurement experience, enhancing cost efficiency through strict quality control and supply chain management [3] - JD Industrial aims to facilitate a full-process online procurement system, utilizing historical data to predict material needs and improve delivery agility [3]

Core Insights - The emergence of the AI-driven commodity trading platform by Wanlian Yida Group signifies a pivotal shift in the industrial internet landscape, aiming to enhance the efficiency and transparency of traditional industry transactions [1][7] - The platform integrates various services such as product information, transaction facilitation, logistics, and financing support, addressing inefficiencies in traditional trading methods [1][4] Group 1: Platform Features - The platform is designed around the core philosophy of "rooted in the supply chain, serving the industry chain, and creating value chain," covering a wide range of commodities including energy chemicals, black metals, non-ferrous metals, and agricultural products [1][3] - It employs an AI predictive engine for real-time market data analysis, offering services like commodity price trend analysis and intelligent report generation to provide businesses with forward-looking market insights [3][5] Group 2: Transaction Flexibility - The platform supports diverse trading models such as listing for procurement/sales and bidding, catering to various user types including manufacturing, chemical, and trading enterprises [4][5] - It features flexible pricing strategies like segmented procurement and online price adjustments, allowing for precise adaptation to complex trading scenarios [4][5] Group 3: Risk Management - Wanlian Yida has developed an advanced intelligent risk control system that digitizes risk management across the entire transaction process, adhering to the principle of integrating business flow, capital flow, logistics, and invoice flow [5] - The platform utilizes technologies such as AI, blockchain, and IoT to create a real-time data on-chain mechanism and a fully visible tracking system to mitigate transaction risks [5] Group 4: Strategic Collaboration - The launch of the commodity trading platform marks a new phase in the smart transformation of supply chain transactions, enhancing collaboration across the entire industry chain [7] - Wanlian Yida is strategically aligning its commodity trading platform with its AI, logistics, and smart finance platforms to deepen service capabilities and foster a new, efficient, and transparent industrial internet ecosystem [7]