以下文章来源于派代 ，作者于城 派代 . 派代深耕电商行业18年，是一家关注电商和消费增长的自媒体，为创业者提供有增长的渠道、新玩法等 信息。商务合作加v：18027262980 作者： 于城 来源：派代 马云说，" AI 电商时代刚刚开始，对谁都是机会，也是挑战。"并推动阿里，投入数千亿探索 AI 。 ---------------------------------- 刘强东当然也不会错过这张电商未来的"船票"。在 2025京东全球科技探索者大会 上， 京东表 态"未来三年持续在AI领域投入，并努力带动万亿级生态"，刘强东亲自挂帅，担任京东集团探索研 究院院长。 这一系列动作发生在双十一这个关键节点，绝非偶然，在电商行业最需要极致效率证明的时刻， 各 大平台都在争夺电商AI化的主导权 。在阿里宣布三年3800亿AI投入、腾讯强化混元大模型应用的 背景下，京东终于也首次以如此正式、公开的口径，把AI提升到了战略性的高度。 派代认为，这是京东试图向市场发送两个信号： 一方面，京东已进入"战时状态"，要用 AI 重塑供 应链和零售的底层逻辑；另一方面，电商底层效率竞赛正在升级，能否跟上节奏，将直接决定未来 的发 ...

近期高度活跃的京东，又对AI"下手了"。 在今天举行的JDD大会上，京东一口气发布了三大AI产品、三个升级的深度应用平台，以及京东自研AI在四大场景的应用成果。同时京东集团SEC副主席、 京东集团CEO许冉宣布，未来三年将持续投入人工智能发展，带动万亿规模的人工智能生态，并向具身智能等人工智能企业开放场景与训练数据。 京东这次对自研AI能力的集中展示，事实上为观察当前互联网行业的AI应用落地，提供了一个差异化样本。京东采用的"场景驱动"策略已见成效：先在自身 供应链体系中验证AI应用的实际价值，再将经过实战检验的能力做了系统化输出。 这一路径选择背后，既代表着京东对AI战略意义的本质理解，也呼应了当前AI从强调技术研发转向注重实际应用价值的行业大趋势。京东的实践，或许能 为AI深度应用提供可参照的关键要素和可能路径。 京东的AI战略， 从一开始就脱离了炫参数和炫技能的层面。 自用打磨，AI重塑供应链 从JDD大会的发布来看，京东在"关起门来"自研自用AI的这段时间，已经实现了自研AI能力跑通核心业务场景的成果。 以供应链的枢纽环节物流场景为例，京东在自建物流体系中已经完成了大模型的深度嵌入。经过升级后的物流超 ...

Core Insights - Increasing number of enterprises are looking to leverage AI for business improvement, but many remain confused about its application and implementation [2] - The report emphasizes the need for "industry AI" that is tailored to specific business scenarios rather than generic AI solutions [2] - Industry AI integrates AI technology with domain knowledge, business processes, and data characteristics to solve real industry problems and enhance productivity [2] Group 1: AI Applications in Construction - Example of Glodon shows that AI capabilities in design can enhance overall efficiency by over 50% during the design phase [3] - AI can reduce project estimation time from half a day to under half an hour, significantly streamlining the estimation process [3] - AI can generate multiple style renderings in minutes, improving communication efficiency during the design phase [3] Group 2: Efficiency and Safety Improvements - AI+BIM integration reduced the quantity estimation time for a 1 billion project from 3 months to under 2 weeks [3] - AI can automate over 90% of cost breakdowns in target cost estimation, cutting down the workload from 10 days to 1 hour [3] - AI-driven intelligent tower crane systems enhance project safety by preventing potential accidents [3] Group 3: Competitive Advantage - AI-enabled progress planning significantly reduces preparation costs and labor input, enhancing competitiveness during the bidding phase [3]

Core Viewpoint - Guanglianda (002410) reported a decline in total revenue for the first half of 2025, while net profit increased significantly, indicating improved profitability despite revenue challenges [1] Financial Performance - Total revenue for the first half of 2025 was 2.8 billion yuan, a year-on-year decrease of 5.37% - Net profit attributable to shareholders was 237 million yuan, a year-on-year increase of 23.65% - Gross margin increased by 1.28% to 87.79%, while net margin rose by 32.47% to 9.2% [1] - Sales, management, and financial expenses totaled 1.351 billion yuan, accounting for 48.25% of revenue, a slight increase of 0.58% year-on-year [1] - Earnings per share (EPS) was 0.14 yuan, up 23.67% year-on-year [1] Cash Flow and Assets - Cash and cash equivalents decreased by 37.3% due to investments in financial products and dividend distributions [1] - Accounts receivable increased by 33.85% due to seasonal impacts on cash collection [1] - Prepayments rose by 84.22% due to increased service prepayments [1] - The net cash flow from operating activities increased by 19.0% due to improved collection management [3] Investment and Market Position - Analysts expect the company's performance in 2025 to reach 485 million yuan, with an average EPS of 0.29 yuan [2] - The company is held by a prominent fund manager, indicating investor confidence [2] Business Model and Strategy - The company focuses on research and marketing to drive performance, with a need for careful examination of cash flow and accounts receivable [3] - The company is developing industrial AI, which requires high-quality data, valuable scenarios, and reliable models [5][6] - The company has developed a proprietary large model, ecGPT, tailored for the construction industry, enhancing its competitive edge [6]

Core Viewpoint - The company has reached a historic profitability turning point earlier than expected, driven by its AI business, which has significantly contributed to revenue growth and profit improvement in the first half of the year [1] Financial Performance - In the first half of 2025, the company achieved a revenue of 348 million yuan, representing a year-on-year growth of 23.5%, and recorded a net profit of 3.6 million yuan, marking a turnaround from losses [1] - The gross profit margin increased by 7.4 percentage points year-on-year to 46.6% in the first half of 2025 [4] - The company's AI business has generated a commercial return of 60.86 million yuan, accounting for 17.5% of total revenue since the strategic transformation began approximately 8 months ago [2] AI Business Development - The AI business is transitioning from being an auxiliary tool to becoming a foundational productivity platform within enterprises [1] - The "Jin Dun" intelligent management agent has been the primary revenue contributor to the AI business, with plans to expand into large enterprises, SMEs, and financial institutions through various AI-driven applications [2] - The company plans to continue expanding its intelligent agent matrix and building a "data intelligence community" with strategic clients [2] Strategic Focus - The company has divided its operations into core and AI business segments, reducing low-margin digital marketing operations to enhance profitability [4] - The management emphasizes that the future strategy will focus on "DI-driven" and "internationalization" as dual strategic pillars [4] - The company aims to enhance its global tax compliance infrastructure, particularly targeting cross-border e-commerce and Chinese enterprises going abroad [5][6]

Core Insights - The article highlights the emergence of artificial intelligence (AI) as a transformative force in various industries, with 2025 being identified as a pivotal year for AI breakthroughs [1] - Wanlian Yida Group is positioned as a benchmark enterprise in the integration of AI with the industrial internet, focusing on creating a comprehensive AI solution that spans over 90 industries [1][2] Company Overview - Wanlian Yida was established in 2018 and has evolved from a traditional logistics service provider to an integrated industrial internet ecosystem operator, encompassing AI applications, commodity trading, logistics, and financial services [1][4] - The company aims to build a new industrial internet ecosystem with four main components: AI applications, commodity trading, logistics, and financial services [4][5][6] AI Strategy - The company emphasizes that its AI initiatives are not merely about applying technology to industry but about enabling AI to understand industrial logic and improve response accuracy to industry-specific challenges [2][7] - Wanlian Yida is developing a comprehensive industrial model that will cover over 90 industries, focusing on enhancing operational efficiency and quality for various enterprises [7][8] Data and Decision-Making - The core of the comprehensive industrial model is to shift from experience-driven to data-driven decision-making, thereby unlocking efficiency across the entire supply chain [8][9] - The model will utilize real-time data from various sources, including supply chain and production data, to provide actionable insights for businesses [8][9] Future Trends - The future of industrial AI is expected to evolve from single-point optimization to holistic collaboration across the entire supply chain [11] - There is a shift from data-driven approaches to intelligent decision-making, with AI moving towards autonomous decision-making capabilities [11][12] - The development of industrial AI is being driven by both policy support and market demand for cost reduction and efficiency improvement [12]

业内看来，随着产业AI应用的逐步落地，全产业大模型或将成为重构产业发展的"新型基础设施"，也有 望带来更多新的商业模式。 本报讯 （记者张敏）近日，在2025世界人工智能大会举办期间，AI在产业端应用成为技术、资本、产 业各方关注焦点，北京万联易达控股集团有限公司（以下简称"万联易达集团"）副总裁杜新凯在日前举 行的"智联未来：应用赋能与人才发展"主题活动上分享观点：基于产业互联网生态发展的全产业大模 型，这类AI应用或将为产业界带来颠覆性影响。 杜新凯进一步表示："产业互联网叠加产业级AI能力，会形成集交易数据、物流数据、金融数据的闭环 生态系统。基于这个系统，全产业大模型也将有很多发挥空间，让AI更好理解产业、更好服务产业。" 据了解，万联易达集团以产业级人工智能技术，贯穿商品交易、物流服务、数智金融等实际业务场景， 构成了产业互联网生态建设的"数据+交易+物流+金融"四大资源要素，来帮助传统企业实现数据贯通、 提质增效，同时也为生态参与者构建自身的数字空间。 杜新凯表示，通用大模型已经给大家带来了非常好的使用体验，但是具体到在产业里面去解决一些产业 实际问题的时候，会发现在回应精准度方面有待提高。具体而 ...

Group 1 - The 2025 Global Digital Economy Conference focused on the theme "Digital Intelligence Leading, Scene Breaking, Ecological Symbiosis," gathering over 200 experts and representatives from various sectors to discuss new paths, scenes, and ecosystems for industrial internet empowerment [1] - Beijing aims to achieve a digital economy value of 2 trillion yuan and information software industry revenue exceeding 3 trillion yuan by 2024, supported by policies, technological advancements, and infrastructure improvements [3] - The integration of digital economy and real economy is a significant trend in China's economic development, with recommendations for leveraging industrial internet to enhance this integration [6] Group 2 - The 2024 Beijing Digital Economy Benchmark Enterprise Evaluation Report was released, highlighting that 100 benchmark enterprises contribute significantly to the growth and high-quality development of the digital economy [8] - The 2024 Annual Report by the Lanting International Think Tank discusses the global economic growth and China's high-quality development, emphasizing the role of digital empowerment in driving industrial development [10] - The forum featured multiple reports, including the "2025 Beijing Information Software Industry Development Report" and "Beijing Artificial Intelligence + Application Scenario Map," showcasing the ongoing advancements in the digital economy [8]

Group 1: AI Strategy and Advantages - The company has developed a large model, AecGPT, specifically for the construction industry, which was released in 2024 and can pass the national construction examination with high scores [2] - Key elements for successful industrial AI include high-quality data, valuable scenarios, and reliable models [2] - The company possesses a comprehensive engineering construction knowledge base that supports the construction large model [2] Group 2: AI Application Scenarios - The company focuses on three main directions for AI scenario implementation: integrated design, refined cost management, and precise construction management [3][4] - In integrated design, AI is used to enhance design workflows and assist in construction drawing design [3] - Refined cost management leverages AI and data to drive detailed cost management throughout the project lifecycle [4] Group 3: Value Measurement and Commercialization - High-value AI applications should be able to deliver a complete task process, be measurable in value, and continuously learn and optimize [5] - The AI intelligent bidding product has been implemented in 716 construction bidding projects in Hainan, resulting in an average bid reduction rate of 8% and saving approximately CNY 4.56 billion [5] - The commercial value of AI products is closely linked to technological maturity and the ability to meet new demands [6] Group 4: Future AI Opportunities - Future high-value AI scenarios will emerge from both technological breakthroughs and evolving market demands [7] - The upcoming market reforms in September 2025 will drive the need for effective data management and cost control in the construction industry [7] - The company is developing an automatic database construction product that will enhance data collection and analysis efficiency [7]

Core Insights - Japan's AI industry has faced significant challenges despite initial strengths, leading to a decline in its global competitiveness [1][3][4] - The historical context of Japan's AI development reveals a pattern of overconfidence and misallocation of resources, particularly in large-scale projects like the Fifth Generation Computer project [6][8] - The current trajectory of China's AI industry shows a stark contrast to Japan's past, emphasizing the importance of openness, inclusivity, and consumer engagement in technological advancement [23][24][26] Group 1: Historical Context of Japan's AI - Japan's AI was once a formidable force, comparable to the US, but has since struggled to maintain its position due to a lack of practical applications and innovation [1][3] - The Fifth Generation Computer project, initiated in 1981 with a budget of 100 billion yen, aimed to create an advanced AI system but ultimately failed to meet expectations, leading to a decline in Japan's AI capabilities [4][6] - The focus on large-scale, government-led AI initiatives created a closed ecosystem that stifled innovation and excluded smaller players from contributing to the industry [8][10] Group 2: Lessons for China's AI Development - China's AI industry is characterized by a large domestic market that supports both industrial and consumer demands, unlike Japan's reliance on exports [23][24] - The foundation of China's AI sector is built on a diverse range of technologies, including telecommunications and cloud computing, fostering a culture of innovation and openness [24][26] - To avoid repeating Japan's mistakes, China's AI development must prioritize inclusivity and adaptability, ensuring that the industry can respond to changes and validate its value in the market [26]