Group 1 - JD Logistics has launched its first overseas automated warehouse in the UK, covering over 3,000 square meters and deploying nearly 200 robots, achieving a fourfold increase in picking and shipping efficiency [1] - Counterpoint Research forecasts global generative AI consumer spending to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21%, particularly in AI dialogue platforms [2] - The Jiangsu Province held a meeting to promote the embodied intelligent robotics industry, emphasizing a long-term and systematic approach to develop the industry, including establishing industry alliances and public platforms [15] Group 2 - The new CEO of Oriental Selection, Sun Jin, has been appointed, which may pave the way for the company's expansion into the cultural tourism sector [17] - The National Grid is expected to exceed 650 billion yuan in fixed asset investment in 2025, marking a historical high, with a total investment of over 2.85 trillion yuan planned during the 14th Five-Year Plan [20] - The rental price for some robots has halved, with basic models now available for as low as 200 yuan per day, reflecting significant changes in the rental market due to supply and demand dynamics [21]

Group 1 - JD Logistics has officially launched its first overseas automated warehouse, the "Smart Wolf Warehouse," in the UK, covering over 3,000 square meters and deploying nearly 200 robots, achieving a fourfold increase in picking and outbound efficiency [2] - Counterpoint Research forecasts that global spending on generative AI will grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21%, particularly highlighting the rapid growth of AI dialogue platforms [3] - The Jiangsu Province held a meeting to promote the embodied intelligent robotics industry, emphasizing a long-term and systematic approach to establish a nurturing mechanism for the industry, including planning, cultivating leading enterprises, and creating functional parks [5][6] Group 2 - The rental market for robots has seen significant price reductions, with daily rental rates for basic embodied intelligent robots dropping to around 200 yuan, while more advanced models range from 2,000 to 5,000 yuan [11] - The State Grid of China is expected to exceed 650 billion yuan in fixed asset investment in 2025, marking a historical high, with a projected total investment of over 2.85 trillion yuan during the 14th Five-Year Plan period [10] - The South Korean central bank has indicated the possibility of further interest rate cuts in 2026, while remaining vigilant about risks associated with a weak currency and rising housing prices [13]

据了解，京东旗下的欧洲线上零售业务Joybuy，已在英国、荷兰、德国、法国、比利时和卢森堡开启试 运营，并在多个城市提供最快当日达、次日达的服务。此外，京东物流通过"全球织网计划"在海外23个 国家和地区运营了超过130个各种类型的海外仓，管理总面积超过130万平方米，开通了数十条国际货运 航线。 凤凰网科技讯，12月25日，据京东物流消息，京东物流首个海外智狼仓在英国正式投用。作为京东物流 在英国布局的自动化标杆仓库，这一智狼仓占地面积超3000平方米，内部部署近200台京东物流智狼机 器人，拣货及出库效率实现约4倍的提升。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：京东黑板报 12月是"圣诞季"，节日氛围浓厚。为更好服务海外消费者，京东物流首个海外智狼仓在英国正式投用， 一件件承载着圣诞祝福的特色礼品已陆续从该仓库发出，依托京东高效的超级供应链，京东欧洲线上零 售业务Joybuy最快当天即可送达英国消费者手中。 作为京东物流在英国布局的自动化标杆仓库，这一智狼仓占地面积超3000平方米，内部部署近200台京 东物流智狼机器人。得益于这些智能设备的高效运转，该仓库拣货及出库效率实现约4倍的大幅提升。 此外，仓库通过对货架进行增高、加密改造，大幅拓展了存储空间，单位面积的货物存储量也显著提 升。 "智狼设备的投用为仓库运营带来了全方位的升级"，Sean是京东物流英国智狼仓的一名设备维护员工， 在他看来，相对于传统仓库，智狼设备通过飞梯机器人在空中运行，精准将货物从货架中拣选出来，再 由智狼搬运机器人自动转运至操作员工手中，真正实现了"货找人"。 与此同时，智狼机器人的应用对物流员工专业能力和操作精细度提出了更高要求，经过培训，一名操作 员可同时负责30个格口货箱的处理工作，相比传统一个个格口找货 ...