在前不久举行的JDDiscovery-2025京东全球科技探索者大会上，京东物流发布两大核心科技成果：超脑 大模型2.0与异狼具身智能机械臂系统，全面提升"超脑+狼族"的"人工智能+"物流供应链全场景的科技 化、智能化，成为"人工智能+"在物流行业的科技应用新范式。 物流超脑大模型2.0，全面走向Agentic，实现智能设备的自主决策。据了解，基于数字孪生的智能决策 体系，超脑大模型2.0可将千万级别变量模型求解时间缩短至2小时内，动态调整物流最优规划。通过多 个智能设备协作，大幅提升物流供应链作业效率，可全场景监控，及时发现异常并优化流程，将员工操 作标准化水平提升15%；对人、车、货、场等运力进行最佳调度，根据实时作业数据动态优化算法，将 一线效率提升近20%。同时，超脑大模型2.0可自主学习灵活调整执行策略，将人机协作作业效率提升 超20%。 异狼具身智能机械臂系统则是京东物流"狼族"的又一项突破性创新，可解决物流场景海量非标包裹的自 动化码笼难题。依托先进的视觉感知系统，"异狼"能够实时解析包裹的尺寸、形状、材质等特性，从而 生成抓取的决策方案，并通过高精度运动控制技术实现高难度复杂动作与毫米级操作精 ...

观点指数 物流相关指数现波动，政策发力无人物流广泛应用2025年8月中国物流景气指数（LPI）为50.9%，环比回升0.4%，仓储指数为49.3%，环 比降0.8%落入收缩区间，指数呈波动态势。快递、电商物流指数向好。政策方面，国务院及交通运输部发布"人工智能+"相关意见，推动物流无 人服务与智能终端应用，支撑行业智能化升级。 物流相关指数现波动，政策发力无人物流广泛应用 物流企业持续优化结构，"AI+物流"持续减耗提效据物联云仓披露，8月全国平均租金为23.17元/㎡·月，空置率为16.45%，快递费上涨使园区租金 有望继续保持稳定。物流企业持续优化运营结构，上半年多数上市物流企业的营收利润录得增长，安得智联、京东物流等借助智能技术降本增 效，物流企业与科技公司的跨界协同作用显著。 智慧物流园区加速落地，跨境保税仓战略升级报告期内，共录得7起投资事件：京东产发完成迪拜物流园交割、收购新加坡物流资产，圆通在哈萨 克斯坦购地建保税仓，菜鸟拓展墨西哥市场。国内普洛斯、申通、中通等推进智慧园区建设。此外，7起融资事件通过全球节点布局与资本助力， 推动行业全球化智能化发展。 仓储REITs上半年表现稳健，普洛斯受投资 ...

Core Insights - JD Logistics reported a total revenue of 98.532 billion yuan for the first half of 2025, representing a year-on-year growth of 14.1%, with adjusted net profit reaching 3.34 billion yuan, up 7.1% year-on-year [1] - The company is adopting a differentiated high-quality development path by enhancing service quality through technology, optimizing network layout to reduce operational costs, and improving resource efficiency through refined management [1][2] Industry Context - The express logistics industry is facing ongoing scrutiny regarding low-price competition, with regulatory bodies emphasizing the need to combat "involution" in the market [2] - Analysts indicate that price wars do not foster innovation or create incremental value, ultimately disrupting the pricing system and degrading service quality [2] Employee and Service Enhancements - JD Logistics has implemented measures to ensure employee welfare, including full social insurance coverage for frontline workers, with over 660,000 frontline employees as of June [2] - The company has begun recruiting full-time riders for its delivery services, enhancing its service offerings and operational efficiency [2] Operational Efficiency and Service Timeliness - In the first half of the year, JD Logistics increased its direct air and land transport capacity, achieving over 2,000 routes for next-morning delivery upgrades [3] - The company is continuously optimizing its logistics network to enhance service speed and coverage [3] Technological Innovation - JD Logistics is committed to technological innovation, employing over 4,700 R&D personnel to enhance automation and AI applications across its logistics processes [4] - The "Super Brain" system is being utilized for intelligent decision-making, optimizing supply chain management and improving operational efficiency [4] Supply Chain Development - The company is focusing on deepening supply chain collaborations with major clients, achieving a revenue of 50.1 billion yuan from integrated supply chain clients, a 19.9% increase year-on-year [6] - JD Logistics is expanding its overseas operations, launching the "JoyExpress" brand in Saudi Arabia and establishing multiple overseas warehouses in various countries [6] Strategic Positioning - The company's strategy of shifting focus from market subsidies to efficiency upgrades is aimed at solidifying its talent base and enhancing service quality, thereby breaking the cycle of "involution" in the industry [5] - JD Logistics is positioning itself as a core supply chain infrastructure service provider by emphasizing value over price competition, aligning with the industry's high-quality development goals [6]

Group 1 - The core viewpoint of the articles highlights the significant growth of China's robotics industry, with a 27.8% year-on-year increase in revenue in the first half of the year, and a continuous position as the world's largest industrial robot application market for 12 consecutive years [1][4] - The production of industrial robots reached 370,000 units, while service robots produced amounted to 8.824 million units, reflecting year-on-year growth of 35.6% and 25.5% respectively [4] - The 2025 World Robot Conference showcased a variety of new robotic functionalities, including medical robots and logistics applications, indicating an increasing integration of robots into daily life [3][6] Group 2 - The application range of industrial robots covers 71 major categories and 241 subcategories of the national economy, while service robots are expanding into areas such as healthcare, delivery, and elderly care [4] - The "Robot World 2.0" in Beijing features the world's first embodied intelligent robot 4S store and a robot-themed restaurant, highlighting the growing presence of robots in consumer environments [3] - Experts emphasize that while current robotic hardware is sufficient, the main challenge lies in the development of embodied intelligent AI, which limits the large-scale application of humanoid robots [6]

Core Insights - The 2025 World Robot Conference opened in Beijing, with JD.com as the exclusive global strategic partner, announcing an investment of over 10 billion in the smart robotics sector to support 100 brands achieving over 1 billion in sales within three years [1][3][4] Industry Overview - The smart robotics industry is experiencing unprecedented growth, with projections indicating that the Chinese robotics market will reach 100 billion by 2028. However, challenges such as slow commercialization and application difficulties remain [3][4] JD.com's Strategic Initiatives - JD.com is providing a zero-threshold entry service for partners, connecting over 600 million consumers and 8 million enterprise users through its comprehensive supply chain infrastructure [4][7] - The company has launched the JoyInside brand, which offers advanced application capabilities and emotional interaction for robots, with a free access plan to attract more robotics companies [6][14] Market Engagement - JD.com is facilitating a full-chain solution for partners, covering the entire ecosystem from components to assembly, promoting the integration of robots into various industries such as technology, logistics, and healthcare [7][11] - The company is hosting the first "JD Cup" robotics talent competition, showcasing over 50 advanced robotic products and engaging users in interactive experiences [8][10] Logistics Innovations - JD Logistics has introduced self-developed intelligent products like the unmanned light truck, which has garnered significant attention for its large cargo capacity and efficiency in logistics [11][13] - The company has implemented the Smart Wolf system in warehousing, achieving a fourfold increase in storage efficiency and a 99.99% accuracy rate in picking operations [13][14] Future Outlook - JD.com aims to deepen collaboration with industry partners to build an open and win-win robotics ecosystem, driving the development of China's smart robotics industry and creating substantial social and economic value [14]

Group 1 - The 2025 World Robot Conference opened in Beijing, showcasing cutting-edge technological innovations in the robotics field, with JD Logistics' "Wolf Pack" series robots being a major highlight [1] - JD Logistics' VAN unmanned light truck features the industry's largest cargo space of 24 cubic meters and an L4 autonomous driving system, capable of a 400 km range, significantly reducing transportation costs by approximately 60% compared to traditional vehicles [3] - The "Smart Wolf" goods-to-person system demonstrated at the conference has successfully reduced logistics costs by 50% at the Beijing Daxing Airport warehouse, with a fourfold increase in storage efficiency and a sixfold improvement in shelving efficiency [5][6] Group 2 - The "Flying Wolf" JDX20 drone, designed for urban instant delivery, can carry 10 kg and has a cargo volume of over 20 liters, with a maximum speed of 98 km/h and a coverage radius of 24 km, demonstrating strong adaptability to adverse weather conditions [8] - JD Logistics is actively enhancing its technology applications in unmanned delivery, smart warehousing, and low-altitude logistics, aiming to create a model for efficient and integrated supply chain infrastructure [10] - The company's "Wolf Pack" series robots are positioned to significantly improve operational efficiency and contribute to the national goal of reducing social logistics costs by 300 billion yuan by 2025, supporting high-quality development of the real economy [10]

7月26日，京东物流凭借其"北京大兴机场亚一智狼服装仓项目"，在第五届中国新电商大会上入选2024- 2025年度中国新电商发展创新案例。该奖项是本届大会物流行业仅有的获奖案例。这不仅是对京东物流 在智能供应链仓储领域突破性成就的高度认可，更彰显了其以科技创新驱动新电商经济发展的强大实 力。 截至2024年底，京东物流累计获得授权专利和软件许可超5000项。凭借这些专有技术，京东物流已经构 建了一套全面的智能物流系统，京东物流表示，未来将继续深化科技创新，强化一体化供应链服务能 力，并将像"货到人系统"这样经过验证的先进解决方案推广至更广泛的市场，积极服务于国家新电商发 展和现代物流体系建设。 该系统创造性地融合了"智狼搬运机器人"和"智狼飞梯机器人"，通过悬挂式飞梯机器人设计，将巷道间 距极限压缩至900毫米，配合钩取式取货机构缩小料箱间距，高效利用12米净空。经过京东内部仓两种 模式实际运营对比，作业坪效是传统自动化仓储（CTU）的2.5倍；在搬箱效率方面，单台智狼飞梯机 器人每小时可完成120箱的取放作业，搬箱能力是传统CTU的1.8倍，仓库出库拣选效率提升300%。同 时，系统展现出卓越的柔性：搬运机 ...

Core Insights - JD Logistics was recognized at the 5th China New E-commerce Conference for its innovative "Smart Wolf" warehousing system, highlighting its achievements in intelligent supply chain solutions [1][3] - The award is the only logistics industry recognition at the conference, emphasizing JD Logistics' strength in driving new e-commerce development through technological innovation [1][3] Group 1: Technological Innovation - The "Smart Wolf" system integrates "Smart Wolf Handling Robots" and "Smart Wolf Lifting Robots," significantly improving operational efficiency in the apparel warehousing sector [3] - The system achieves a 2.5 times higher operational efficiency compared to traditional automated warehousing (CTU) and a 300% increase in picking efficiency [3][5] - The design allows for a compact aisle width of 900mm and utilizes a 12-meter height, optimizing space and operational flexibility [3] Group 2: Application and Impact - The first application of the "Smart Wolf" system at Beijing Daxing Airport covers over 3,000 square meters and stores nearly 100,000 SKUs for children's clothing, reducing logistics costs by 50% [5] - The system has been successfully implemented in various cities, including Beijing, Fuzhou, Guangzhou, and Chengdu, enhancing warehouse operational efficiency [5] - JD Logistics aims to replicate and scale the "Smart Wolf" system across the country, contributing to the new e-commerce ecosystem and modern logistics infrastructure [6] Group 3: Industry Context - The China New E-commerce Development Report (2025) highlights the role of innovative-driven e-commerce in economic transformation and the dual circulation strategy [6] - The Chinese government aims to reduce logistics costs by 300 billion yuan by 2025, aligning with JD Logistics' efforts to enhance efficiency and lower costs through technological advancements [6] - JD Logistics has over 5,000 authorized patents and software licenses, establishing a comprehensive intelligent logistics system to support the growth of new e-commerce [6]