新华社北京11月12日电（记者阳娜） 随着"双十一"购物节的战线逐步拉长，10月中下旬开始，我国快 递业进入忙碌季，在今年"双十一"期间再次给出亮眼表现。如今，快递业不仅解决了"货到人"的问题， 更通过提质增效、转型升级展现行业发展新活力。技术加码、绿色低碳、理念升级等关键词诠释着当前 我国快递业发展的多重变化。 智能分拣、AI路由系统、无人车等技术应用的加码，重塑着我国物流体系。 韵达枢纽中心通过搭载自动分拣、摄像识别、重力传感器等多种智能化设备实现全链路自动化流 程，"双十一"期间通过AI路由优化，干线运输平均时效提升了25%，车辆周转率提高了30%；菜鸟成功 将L4级自动驾驶技术落地于城市末端配送场景…… 智能仓储系统在入库包裹。新华社发 今年"双十一"期间，正值各产地大闸蟹迎来销售旺季。由于大闸蟹出塘后存活时间短，对物流时效与温 控提出了严格要求，为此，今年京东物流在产地投入了无人车、无人机以及多项AI技术进行保障。 海易阁相关业务负责人赵若伊说："公司开拓电商渠道后，物流快了不是一点半点，现在我们出货量翻 了三倍。" 京东在其物流超脑大模型2.0的协同下，今年"双十一"期间在物流全环节实现了"AI+ ...

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].

Core Viewpoint - JD.com is positioning itself as a leader in the AI ecosystem, aiming to create a trillion-dollar industry by integrating AI deeply into its operations and addressing real business needs rather than merely pursuing technological trends [3][4][19]. Group 1: AI Product Launch and Strategy - On September 25, JD.com unveiled its comprehensive AI landscape, including three major AI products and four application scenarios, indicating a shift towards mass production in AI applications [3][4]. - JD.com emphasizes a practical approach to AI, focusing on solving genuine industry problems rather than chasing fleeting trends [5][19]. - The company has iterated its AI value formula to highlight the importance of "industry depth" as a core variable in measuring AI's value, alongside models and user experience [6][8]. Group 2: User-Centric AI Solutions - JD.com's AI products are designed to enhance user experience by addressing specific shopping and service needs, moving away from generic entertainment-focused AI [9][10]. - The upcoming JD Xi APP aims to redefine the shopping experience by providing personalized recommendations through deep interaction and understanding of user preferences [10][19]. - JD.com is leveraging its extensive data and insights to create a seamless connection between users and relevant services, potentially transforming the e-commerce landscape [10][21]. Group 3: Supply Chain and Industry Empowerment - JD.com is utilizing its AI capabilities to enhance supply chain efficiency and empower various industries, acting as a "brain" that accelerates digital transformation [12][16]. - The company has demonstrated the practical application of AI in real-world scenarios, such as automating coffee orders through its digital assistant, showcasing the potential for AI to integrate into business operations [14][21]. - JD.com’s Joy Inside platform provides standardized AI capabilities to hardware manufacturers, significantly improving user interaction metrics [16][17]. Group 4: Sustainable and Scalable AI Applications - JD.com’s AI initiatives are characterized by their practicality, creating closed-loop systems that enhance both consumer and business experiences [19][20]. - The company’s logistics and retail environments serve as natural testing grounds for AI applications, yielding replicable results that can guide traditional industries in their digital transformation [19][21]. - JD.com’s industrial AI model, Joy Industrial, has achieved significant efficiency improvements, demonstrating the transformative potential of AI in supply chain management [20][21].

Core Insights - JD.com held the JDDiscovery-2025 Global Technology Explorer Conference on September 25, focusing on the theme "Enjoy AI" and unveiled its comprehensive AI strategy, aiming to create a trillion-scale AI ecosystem over the next three years [1][4] AI Strategy and Value Proposition - JD.com updated its understanding of AI value, proposing a new formula: AI value = model × experience × industry depth squared, emphasizing sustainable development and real value creation for industries [3][4] AI Product Launches - Three new AI products were launched for personal users: - "Jingxi," an app that integrates AI into shopping and lifestyle services, enhancing user experience through intelligent recommendations [5] - "He Ta Ta," a digital assistant capable of answering a wide range of queries and facilitating user interaction with smart devices [5] - "JoyInside," designed for various smart devices, enhancing user engagement through personalized interactions [5] Industry Applications - JD.com showcased deep applications of AI across four major industries: retail, healthcare, logistics, and industrial sectors [6][7] - The logistics sector introduced the upgraded "Logistics Super Brain Model 2.0," improving operational efficiency by 15% and human-machine collaboration by 20% [6] - The retail sector revealed the AI architecture "Oxygen," which enhances e-commerce applications and will feature in the upcoming JD App version [7] - In healthcare, the "Jingyi Qianxun 2.0" model interprets medical reports and simulates clinical reasoning, providing comprehensive diagnostic support [7] - The industrial sector launched the "JoyIndustrial" model, which aims to reduce costs and improve efficiency across various industries, with a potential cost-saving of 6.77 trillion [8] Data and Model Training Support - JD.com announced plans to gradually open its industry scenarios and supply chain data for model training, supporting enterprises in developing AI applications [9] Infrastructure and Technological Advancements - The company upgraded three AI infrastructure platforms, achieving significant advancements in digital human technology and reducing operational costs [10] - The conference featured immersive AI experiences, showcasing the application of AI in various fields, including consumer goods and entertainment [10]

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]

Core Insights - JD.com unveiled its AI strategy at the JD Discovery 2025 Global Technology Explorer Conference, emphasizing a commitment to invest in AI over the next three years to create a trillion-dollar AI ecosystem across various industries [2] - The company has refined its understanding of AI value, now defined as model × experience × industry depth squared, moving away from a purely performance-driven approach to a focus on sustainable development and real value creation for industries [2] - AI is currently reshaping supply chains across industries, with JD.com leveraging its technological innovations and accumulated expertise to build comprehensive capabilities in intelligent computing infrastructure, models, platforms, scenarios, and products [2] Product and Application Highlights - JD.com introduced several new AI products, including the JD Xi APP, which is positioned as the next-generation super entrance for shopping and life services; the "He, She, It" digital assistant; and the JoyInside intelligent platform, which has integrated over 30 leading brand hardware products [3] - The company also launched the Logistics Super Brain Model 2.0, the e-commerce innovation AI architecture Oxygen, the Health JD Medical Inquiry 2.0 model, and the first industrial supply chain model JoyIndustrial for the industrial sector [3]