Core Insights - JD Group's stock rose over 7% on September 25, closing up 3.46%, driven by renewed focus on AI investments and the announcement of a trillion-yuan AI ecosystem over the next three years [1][3] - The company showcased its comprehensive AI strategy at the JD Global Technology Explorers Conference, including upgrades to its "JoyAI" model and the launch of three AI products, four application scenarios, and three deep platforms [1][6] AI Strategy and Applications - JD's CEO Xu Ran introduced a new formula for AI value: AI value = model × experience × industry depth², emphasizing the importance of robust algorithms and user experience in driving AI effectiveness [3][15] - The company is leveraging its extensive supply chain and industry scenarios to validate AI applications, enhancing operational efficiency across logistics, industrial, retail, and healthcare sectors [6][10] Logistics and Supply Chain Innovations - JD's logistics AI, the Logistics Super Brain Model 2.0, has transitioned to a multi-modal system, improving operational efficiency by 15% in standardized operations and 20% in human-machine collaboration [7][10] - The JoyIndustrial model, which utilizes over 57.1 million industrial SKU data, has significantly reduced operational costs and improved efficiency for over 10,000 industrial enterprises [8][10] Retail and Consumer Experience - JD's retail sector introduced the Oxygen AI architecture, enhancing e-commerce experiences through AI-driven search and recommendation features, which streamline consumer decision-making [9][10] - The upcoming JD Xi App aims to integrate various services, transforming AI from a shopping assistant to a comprehensive life service partner [11][12] Open Source and Platform Development - JD is launching three open-source deep application platforms, including JoyAgent 3.0 for enterprise-level AI decision-making and JoyCode 2.0 for automated programming, aimed at lowering the barriers for AI adoption across industries [12][14] - The digital human platform has evolved to create brand assets with personality and creativity, significantly reducing marketing costs while enhancing value [12][14] Industry Impact and Future Outlook - JD's approach to AI emphasizes sustainable development and real value creation, focusing on practical applications within supply chains and industries [15][16] - The company is positioned to lead in AI by integrating technology with industry depth, shifting the competitive landscape from algorithmic contests to value creation and efficiency in real-world applications [16][17]

Core Insights - JD.com emphasizes the importance of industry application in AI development, aiming to create a trillion-scale AI ecosystem over the next three years [1][3] - The company has updated its understanding of AI value, defining it as the product of model, experience, and the square of industry depth [1][3] Industry Applications - JD.com has a strong foundation in various sectors such as retail, logistics, healthcare, and industrial supply chains, leveraging extensive data and operational experience [3][5] - The logistics sector has seen significant advancements with the launch of the upgraded logistics super brain model 2.0, improving operational efficiency by 15% and human-machine collaboration by 20% [5][6] - In retail, JD.com introduced the Oxygen AI architecture, enhancing e-commerce capabilities and personalizing user experiences through advanced recommendation systems [5][11] Healthcare Innovations - JD.com has developed the JD Medical Inquiry 2.0, which can interpret medical reports and simulate clinical reasoning, providing comprehensive support for complex medical conditions [6][12] - The JD Health AI Hospital 1.0 integrates various AI roles to offer services like AI-guided consultations and pharmacy management [6][12] Industrial Advancements - The JoyIndustrial model aims to revolutionize industrial supply chains, targeting a cost reduction potential of 6.77 trillion yuan through data-driven efficiencies [6][7] - JD.com has released nine industry-specific solutions to assist in achieving significant cost savings in the industrial sector [6][7] Ecosystem Development - JD.com is progressively opening its logistics and healthcare data to enhance B-end ecosystem capabilities and support industry model training [7][8] - The company has launched several platforms, including the digital human platform 4.0 and JoyAgent 3.0, to facilitate cost reduction and efficiency improvements for enterprises [7][8] AI Integration and User Experience - JD.com is focused on making AI accessible and user-friendly, with the upcoming "京犀" app designed to streamline shopping and service experiences through AI [11][12] - The "他她它" app allows users to create personalized digital assistants, showcasing the company's commitment to integrating AI into everyday life [12][13] Strategic Vision - JD.com aims to avoid the pitfalls of "technological stagnation" by rooting its AI strategy in industry needs and sustainable development [8][13] - The company's comprehensive approach to AI demonstrates that true value lies in practical applications that address real-world challenges [13]

Core Insights - The JD Discovery 2025 conference emphasized JD's commitment to building a trillion-scale AI ecosystem over the next three years, showcasing its comprehensive AI strategy and landscape [1][2]. Group 1: AI Value Proposition - JD has updated its understanding of AI value, proposing a new formula: AI value = model × experience × industry depth squared, focusing on sustainable development and real value creation for industries [2][5]. - The concept of "industry depth" is crucial, stemming from JD's extensive experience in retail, logistics, healthcare, and industrial sectors, which provides valuable assets beyond mere theoretical models [5][9]. Group 2: Sector-Specific Innovations - In logistics, JD introduced the upgraded Logistics Super Brain Model 2.0, enhancing operational efficiency with a 15% improvement in standardized operations and a 20% increase in human-machine collaboration efficiency [7]. - The retail sector unveiled the Oxygen AI architecture, which leverages the Joy AI model to create intelligent applications for e-commerce and supply chain management, enhancing user experience through personalized shopping [7][8]. - JD Health's AI hospital 1.0 and the upgraded JD Medical Inquiry 2.0 can interpret medical reports and simulate clinical reasoning, providing comprehensive services for complex medical conditions [8][9]. Group 3: Cost Reduction and Efficiency - The JoyIndustrial model aims to revolutionize industrial supply chains, potentially unlocking a cost reduction space of 6.77 trillion yuan through digitalization [9]. - JD is progressively opening its logistics and healthcare data to support industry model training and application testing, enhancing B-end ecosystem empowerment [9]. Group 4: User Interaction and Experience - The new AI product "Jingxi" integrates AI into the shopping process, allowing users to interact through voice commands for various services, indicating a shift towards a more conversational and intelligent shopping experience [14][15]. - The "He She It" app features a digital assistant capable of answering a wide range of queries and facilitating user interactions, showcasing JD's commitment to making advanced AI accessible to consumers [15][16]. Group 5: Strategic Direction - JD's approach to AI emphasizes practical applications rooted in industry needs, avoiding the pitfalls of mere technological hype and focusing on solving real-world problems [16].

Group 1 - The JD Discovery-2025 conference highlighted JD's commitment to developing a trillion-scale AI ecosystem over the next three years, focusing on sustainable and value-creating AI rather than just rapid deployment [1][2] - JD's CEO Xu Ran announced the establishment of the JD Exploration Research Institute, led by founder Liu Qiangdong, to recruit AI scientists globally and collaborate with universities on cutting-edge research in AI and supply chain applications [1] - The stock price of JD surged over 7% during trading, closing approximately 6% higher, following the announcement of its AI strategy [1] Group 2 - JD introduced its upgraded large model brand JoyAI, unveiling three new AI products and four deep AI applications across various scenarios, including the JD Xi APP and the TaTa APP for digital assistance [2] - The company plans to gradually open various industry scenarios and supply chain data for model training and application testing, leveraging JD Cloud's infrastructure to support high-quality model datasets [2] - JD's JoyAI model has achieved full-size coverage, multi-modal support, and algorithmic innovation, with significant advancements in domestic computing power [2] - The company upgraded three AI infrastructure platforms, including the launch of the industry's first brand ambassador digital human, reducing live streaming costs to one-tenth of real human costs [2]

Core Insights - JD.com emphasizes a sustainable AI development strategy aimed at creating real value for industries, rather than pursuing short-term gains [2] - The company plans to invest significantly over the next three years to build a trillion-scale AI ecosystem [2] Group 1: AI Product Launches - JD.com introduced three AI products targeting personal users, enhancing shopping and service experiences [3] - The JD Xi App serves as a comprehensive shopping and service platform, integrating AI for product selection and transaction optimization [3] - The "He, She, It" App features a digital assistant capable of answering questions and facilitating user interaction with AI devices [3] - JoyInside focuses on smart device interaction, significantly increasing user engagement with connected hardware [3] Group 2: AI Applications in Industries - JD.com has implemented four major AI applications across key industries to enhance supply chain efficiency [4] - In logistics, the upgraded Logistics Super Brain model 2.0 enables decision-making and execution, addressing complex packaging challenges [4] - The retail sector will see the launch of the Oxygen e-commerce AI framework, enhancing shopping efficiency through intelligent search features [4] - In healthcare, JD.com introduced the JD Medical Inquiry 2.0 model, capable of interpreting medical reports and simulating clinical diagnoses [4] - The industrial sector benefits from the JoyIndustrial model, which serves over 10,000 enterprises and identifies significant cost-saving opportunities [4] Group 3: AI Ecosystem Development - JD.com plans to open its logistics and healthcare data resources to foster AI ecosystem collaboration [6] - The company is upgrading its AI infrastructure, including the launch of a brand ambassador digital human and an open-source intelligent agent platform [6] - The JoyCode platform aims to reduce product development cycles by 30% through the integration of intelligent agent technology [6] - The conference featured various AI interaction experiences and forums to promote industry collaboration and resource sharing [6]