近期，京东在AI领域的一系列动作，进一步验证京东在2025JDD大会上提出的"不片面追求运动式的 AI，而是聚焦可持续发展、真正为产业创造价值的AI"技术追求。此次变色龙业务部的成立，是将京东 此前沉淀的前沿技术能力，系统性地向产业端输送的关键举措，也将有助于整合技术、产品、市场与销 售资源，提升对市场需求的响应速度与商业化效率，为AI业务的长期发展注入更强活力。 公开资料显示，京东已持续在AI领域布局，京东JoyAI APP(他她它)通过前沿的语言、语音、图像、数 字人等大模型技术，结合京东完整的供应链生态落地，成为用户的超级个人助手与生活搭子，解决用户 生活中的各类问题；京东JoyInside平台已与40余家头部机器人和AI玩具品牌实现技术对接，为智能终端 植入高情商"大脑"；2025年底推出自研AI毛绒玩具，首批上线即售罄进行了多轮补货。 据悉，全新的第二批AI玩具已经在紧锣密鼓筹备中，此次新品将推出面向全年龄段人群的AI玩具，将 于1月中旬全面上线；京东数字人深入应用于直播、客服、文旅、品牌代言、赛事解说、名人分身等多 场景，累计服务超5万家品牌，且数字人直播已免费向商家开放。 本报讯(记者梁傲男)1 ...

Core Insights - JD.com has established the "Chameleon Business Department" to fully undertake the development and commercialization of core AI products such as JoyAI App, JoyInside, and digital humans, marking a significant step in its AI product strategy [1][2] - The JD JoyAI App utilizes advanced language, voice, image, and digital human technologies, integrated with JD's complete supply chain ecosystem, to serve as a super personal assistant for users [1] - The JoyInside platform has achieved technical integration with over 40 leading robotics and AI toy brands, significantly enhancing the interaction capabilities of hardware devices, with an average increase of over 120% in dialogue rounds [1] - JD's digital humans are applied across various scenarios including live streaming, customer service, cultural tourism, brand endorsement, event commentary, and celebrity avatars, serving over 50,000 brands [1][2] Summary by Sections - **AI Product Development**: The establishment of the Chameleon Business Department is a strategic move to systematically deliver JD's advanced technology capabilities to the industry, enhancing market responsiveness and commercialization efficiency [2] - **JoyAI App**: The app aims to resolve various user issues by leveraging cutting-edge AI technologies, positioning itself as a comprehensive personal assistant [1] - **JoyInside Platform**: The platform's collaboration with numerous brands has led to the development of AI toys, with the first batch selling out quickly and a new batch set to launch in mid-January [1] - **Digital Human Applications**: JD's digital humans have been utilized in multiple fields, providing services to a large number of brands and enhancing customer engagement through free live streaming services [1][2]

Core Viewpoint - JD.com has established the "Chameleon Business Unit" to focus on the development and commercialization of core AI products such as JoyAI App, JoyInside, and digital humans, aiming to accelerate the commercialization of AI technology [1][2]. Group 1: Business Development - The establishment of the Chameleon Business Unit is a strategic move to systematically deliver JD.com's advanced technological capabilities to the industry, enhancing the integration of technology, products, market, and sales resources [1][2]. - The second batch of self-developed AI toys is set to launch in mid-January, indicating a continuous commitment to innovation in the AI toy sector [1][2]. Group 2: AI Product Offerings - JD.com's JoyAI App utilizes advanced language, voice, image, and digital human technologies, functioning as a super personal assistant to solve various user problems [2][3]. - The JoyInside platform has established technical connections with over 40 leading robotics and AI toy brands, significantly improving the dialogue rounds of hardware devices by over 120% [2][3]. - The company plans to launch self-developed AI plush toys by the end of 2025, with the first batch selling out quickly and undergoing multiple restocks [2][3]. - JD.com's digital humans have been applied in various scenarios, including live streaming, customer service, cultural tourism, brand endorsement, event commentary, and celebrity avatars, serving over 50,000 brands [2][3].

报道提到，全新的第二批 AI 玩具已在筹备中，此次新品将推出面向全年龄段人群的 AI 玩具，将于 1 月中旬全面上线；京东数字人深入应用于直播、客服、文旅、品牌代言、赛事解说、名人分身等多场 景，累计服务超 5 万家品牌，且数字人直播已免费向商家开放。（36氪） 【#曝京东成立变色龙业务部#，第二批自研AI玩具筹备中】据报道，京东成立"变色龙业务部"，全面承 接 JoyAI App、JoyInside、数字人等核心 AI 产品的打造与商业化。 ...

Core Viewpoint - JD.com has responded to the theft incident at its warehouse in France, stating that operations have returned to normal and that reports of "significant losses" are exaggerated [1][3]. Group 1: Incident Response - JD.com confirmed that a warehouse in Seine-Saint-Denis, Paris, was robbed on the morning of December 22, and local police are investigating the matter [2]. - The company emphasized that the stolen warehouse has resumed normal operations and that the claims of major losses reported by some French media do not align with the actual situation [3]. Group 2: Recent Developments - JD.com has been actively expanding its operations, with the establishment of Suqian Jingshu Yuan Technology Co., which focuses on smart robotics and AI data services, fully owned by JD Cloud [4]. - A strategic cooperation framework agreement was signed between JD.com and Nantong City to enhance logistics, commerce, and digital transformation efforts [4]. - The launch of free digital human live streaming services has attracted over 10,000 merchants within ten days, demonstrating significant engagement and success in e-commerce live streaming [4]. Group 3: Employee Welfare Initiatives - JD.com has provided 28,000 housing units for frontline employees and plans to invest 22 billion over the next five years to offer 150,000 additional housing units [5]. - The company has invested a total of 22 billion in improving employee housing conditions over the past 20 years, with a significant portion of the recent housing fund allocated to frontline workers [5]. Group 4: Financial Performance - In Q3 2025, JD.com reported revenues of 299.1 billion, a year-on-year increase of 14.9%, with a net profit of 5.8 billion, down from 13.2 billion in the same period last year [6]. - The core retail business has strengthened, with daily necessities revenue growing by 18.8%, significantly outpacing industry averages, and new business revenues, including JD Delivery and JD's overseas operations, increasing by 214% [6].

山西文旅发布的AIGC视频《护面行动》成年度爆款："复苏"的文物组成"护面队"尝遍山西面食，喊 出"来山西，见一'面'"的诚意邀约。这支刷屏视频的背后，是京东JoyAI大模型的数字人技术支撑，更标 志着"数字人+文旅"成为AI营销中率先跑通的创新模式，印证京东数字人已跨界多场景，成为品牌 AI 营销的新标配。 从技术工具到品牌灵魂的跨越 在与山西文旅的合作中，京东数字人不止是技术提供者，更深度参与创意策划——将本土文物IP、面食 文化与社会情绪精准结合，让内容自带破圈基因。这种"技术+创意"的深度绑定，让数字人从单纯的技 术载体，成功升级为品牌价值的延伸与传递者。 京东旗下虚拟歌姬Ava与男团E'Core，也用实际案例证明了数字人的品牌赋能能力。Ava与联想拯救者联 动时，从舞台穿越至游戏世界，与"拯救姬"并肩作战，将电脑高性能优势自然融入剧情； 如今，品牌不仅可借京东官方IP代言，更能依托其技术定制专属数字人IP，核心在于赋予虚拟形象强烈 的"活人感"，让数字人从"销售工具"升维为"品牌IP"。京东为恩雅吉他打造的数字代言人Aura便是典 型：她精准契合品牌年轻、赛博、富有创造力的调性，既能还原弹吉他的细腻 ...

凭借 "免费+技术+流量" 多维支持，京东数字人2025年至今已累计带动数百亿 GMV，更推动电商直播 从头部专属走向全民可及。随着报名商家突破万家，京东对商家的直播支持将全面升级。 这既是商家对京东 AI 技术的高度认可，更标志着 "免费工具 + 流量扶持" 的 AI 普惠战略落地生效，切 实帮助商家实现零成本开播、高效率转化，真正让 "人人皆可 AI 直播" 的愿景成为现实。 截至目前，京东数字人已服务超5万家品牌商，其实用价值已获多品类商家验证。家电品牌荣事达电商 运营负责人提到，智能家电产品功能复杂，数字人能清晰拆解操作流程、演示语音交互等核心亮点，很 好地解决了真人主播讲解不统一的问题。另有一日用百货商家负责人提到，此前为保障直播时长需配置 多人轮班，"现在数字人可稳定播满 12 小时，让我们能把更多预算投入到货品上，经营压力明显减 轻。" 京东数字人目前已上线超 400 个数字人形象、200 多种音色，并保持每周持续上新。依托丰富的产品资 源与免费开放政策，数字人在12.12期间表现亮眼：开播近 2.3 万次、开播总时长超百万小时，规模化应 用成效显著。未来平台将围绕商家实际使用需求，持续优化数字 ...

Core Insights - The collaboration between MCM and JD's digital humans marks a new reality in brand storytelling, transforming traditional marketing into immersive experiences [1][2] - Digital humans are evolving from mere sales tools to independent brand IPs, enhancing emotional connections and storytelling capabilities [5][9] Group 1: Digital Human Evolution - Initially, digital humans focused on product demonstration and conversion, significantly increasing user engagement in MCM's live streams by three times [3] - The upgrade of digital humans to brand-customized IPs allows for creative expressions that transcend physical limitations, enabling unique visual narratives for brands [5][6] Group 2: Industry Trends - The trend of digital humans transitioning from standardized tools to personalized, asset-like IPs is gaining traction, allowing brands to create distinctive digital personas [9] - Successful case studies, such as Enya Music's digital ambassador Aura, demonstrate the potential for digital humans to drive significant sales and enhance brand identity [9][11] Group 3: Broader Applications - Digital humans are not only effective in sales but also serve as key figures in brand advertising, social media content, and cultural storytelling, broadening their value [13] - The future of digital humans lies in their ability to foster emotional connections and creative expressions, positioning them as core assets in brand development [13]

Core Insights - JD.com is hosting its 11.11 shopping festival with the theme "Good and Cheap," emphasizing AI technology and logistics upgrades to enhance the shopping experience [1][3] Sales Performance - The event has seen a strong start, with JD.com reporting a 47.6% year-on-year increase in active users on its app, leading the industry [3] - Orders for electronic products, including home appliances and mobile devices, have surged over 70% year-on-year, maintaining JD.com's leading market position [3] Promotional Strategies - This year's promotional strategy has been simplified, focusing on "official price cuts" with discounts as low as 10% [4] - JD.com is offering a maximum coupon package of 2111 yuan and a "100 billion consumption subsidy" through JD Finance, including interest-free installments and daily lottery draws [4] - Special events include a "Super Flash Sale Day" starting October 14, a "Super Live Day" on October 29 featuring celebrity appearances, and a "Super Price Day" on November 2 with significant discounts [4][6] AI Integration - JD.com has launched its JoyAI products across various scenarios, including customer service and live streaming, enhancing user experience [7] - The AI customer service "Jing Xiao Zhi 5.0" has improved user interaction, reducing manual intervention by 28% and increasing conversion rates by 37% [9] - AI advancements in live streaming and content creation allow for personalized digital avatars and efficient video production [9] Logistics Innovations - JD Logistics has implemented a highly technological support system for this year's event, utilizing a combination of "Super Brain" and "Wolf Pack" robots for efficient operations [10][12] - The "Super Brain" model significantly reduces decision-making time, while the "Wolf Pack" robots are deployed across multiple regions for various tasks [12] - JD Logistics has achieved rapid delivery times, with some areas experiencing same-day delivery for the first time [13] New Product Launch - JD.com announced a collaboration with GAC and CATL to launch a new vehicle during the 2025 11.11 event, with test drives available starting late October [14][16] Interactive Features - The festival will feature eight surprise days starting October 16, targeting different consumer demographics and product categories [20]

Core Insights - JD.com is launching its 2025 11.11 shopping festival, introducing over 50 professional AI tools for merchants [1] - The company is advancing its Digital Human 4.0 technology, which has already served over 30,000 merchants and provided more than 100 industry-specific avatars [1] Group 1 - JD.com is set to fully launch its 2025 11.11 shopping event [1] - The company is offering a comprehensive suite of AI tools aimed at enhancing merchant capabilities [1] - The Digital Human 4.0 technology is a key focus, showcasing JD.com's commitment to innovation in digital services [1]