Power Industry - As of the end of August, the cumulative installed power generation capacity in China reached 3.69 billion kilowatts, a year-on-year increase of 18.0% [2] - Solar power generation capacity reached 1.12 billion kilowatts, growing by 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, increasing by 22.1% [2] - The average utilization hours of power generation equipment from January to August were 2,105 hours, a decrease of 223 hours compared to the same period last year [2] Energy Equipment Development - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" was released, aiming for a self-controlled, high-end, intelligent, and green development of the energy equipment industry by 2030 [4] - The guidelines support the achievement of carbon peak and carbon neutrality goals, accelerating the new industrialization process [5] Renewable Energy Certificates - In August, 271 million green power certificates were issued, involving 306,500 renewable energy projects, with 152 million being tradable, accounting for 55.99% [8] - From January to August, a total of 1.878 billion green certificates were issued, with 1.277 billion being tradable [9] Hydropower - By the end of August, China's pumped storage power stations had a total installed capacity of 62.365 million kilowatts, achieving the "14th Five-Year Plan" target of 62 million kilowatts [6] - The continuous improvement in pumped storage capacity supports power supply and green transition [7] Carbon Market - As of the end of August, the national carbon emissions trading market recorded a cumulative transaction volume of nearly 700 million tons, with a transaction value of approximately 48 billion yuan [37] - The trading volume and value for 2024 have reached new highs since the market's launch in 2021, indicating significant progress in carbon market development [38] Energy Contracts - From January to August, China Power Construction Company signed 3,579 energy power projects with a total contract value of 516.24 billion yuan, a year-on-year increase of 14.3% [35] - Wind power contracts accounted for 811 projects worth 166.26 billion yuan, a significant increase of 61.27% year-on-year [35] Electric Vehicles - In August, the total import and export value of automotive goods was 25.81 billion USD, with exports increasing by 5.6% month-on-month and 13.2% year-on-year [43] - From January to August, 4.292 million vehicles were exported, a year-on-year increase of 13.7%, with new energy vehicle exports reaching 1.532 million, up 87.3% [43]

每经编辑｜蒙锦涛 9月25日，京东集团港股盘中一度涨超7%，最终收涨3.46%，AI投资主线叙事再次强化。消息面上，9月25日，京东全球科技探索者大会（JDD）上，京东 宣布，未来三年，将持续投入，带动形成万亿规模的人工智能生态。此次，京东首次系统展示了AI全景布局，不仅对"JoyAI"大模型品牌进行升级，还发 布了三款面向用户的AI产品、四大场景应用以及三大深度平台。京东在产业侧供应链上的优势，全面延伸至用户端及生活场景。 此外，京东集团SEC副主席、CEO许冉给出了全新的京东"AI公式"：人工智能的价值=模型×体验×产业厚度²。这背后是顶尖的算法模型作为基石，用户体 验叠加做乘数，在深植有厚度的产业土壤，AI的能量才能指数级释放。 这无疑为当前互联网行业关于AI技术如何具体应用以及产品研发怎样落地，提供了一个独特的全新的视角：在自身复杂的供应链生态和参与的无数产业 场景，充分验证AI应用的真实效用，继而将经过实战锤炼的成熟能力进行体系化外溢。 京东AI内生淬炼 赋能产业场景、重构供应链 因为本身拥有丰富的业务线条，涉及非常多的产业场景，因此，京东AI的技术积累可以在自有场景中率先落地应用，并在京东成熟的产 ...

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].

胡喜首次对外介绍了自研的10B级时序大模型Oxygen Forecaster如何提升销量预测准确性，带动选品、 定价、库存和履约的全链路优化，在真实的生产环境中实现规模化应用，准确度大幅提升超过10%以 上，并在公开权威数据集实现多项指标的SOTA，引领技术创新应用。 （文章来源：北京商报） 胡喜认为，用户真正需要的是"举重若轻"的智能体验，既能在日常消费中保持"轻购物"的流畅，又能在 重要购物决策时获得"慢购物"的深度支持。京东零售在AI电商领域的探索将深度融合多模态交互方 式，"在保留传统沉浸式浏览、下滑推荐和精准搜索体验的基础上，进一步贴合人脑的决策模式，兼顾 快思考与慢思考，实现直觉与理性的结合。" 京东零售将通过AI技术打造丰富的智能体，应用于多元化智能场景，实现"千人百面"的AI电商购物体 验。这种"技术+场景"的双轮驱动，也将推动电商行业从流量竞争走向体验竞争的新阶段。 北京商报讯（记者赵述评）近日，在2025京东全球科技探索者大会上，京东集团高级副总裁、京东集团 产品委员会主席胡喜首次对外公布电商创新AI架构体系Oxygen。该体系依托Joy AI大模型打造的系统能 力和多元化智能体，通过AI ...

京东零售将通过AI技术打造丰富的智能体，应用于多元化智能场景，实现"千人百面"的AI电商购物体 验。这种"技术+场景"的双轮驱动，也将推动电商行业从流量竞争走向体验竞争的新阶段。 北京商报讯（记者 赵述评）近日，在2025京东全球科技探索者大会上，京东集团高级副总裁、京东集 团产品委员会主席胡喜首次对外公布电商创新AI架构体系Oxygen。该体系依托Joy AI大模型打造的系统 能力和多元化智能体，通过AI技术构建电商购物、供应链管理等智能应用场景，系统展现了AI技术在 京东电商业务中的应用。 胡喜认为，用户真正需要的是"举重若轻"的智能体验，既能在日常消费中保持"轻购物"的流畅，又能在 重要购物决策时获得"慢购物"的深度支持。京东零售在AI电商领域的探索将深度融合多模态交互方 式，"在保留传统沉浸式浏览、下滑推荐和精准搜索体验的基础上，进一步贴合人脑的决策模式，兼顾 快思考与慢思考，实现直觉与理性的结合。" 胡喜首次对外介绍了自研的10B级时序大模型Oxygen Forecaster如何提升销量预测准确性，带动选品、 定价、库存和履约的全链路优化，在真实的生产环境中实现规模化应用，准确度大幅提升超过10%以 ...

Core Insights - JD.com CEO Xu Ran announced a commitment to invest in building a trillion-scale AI ecosystem over the next three years, with founder Liu Qiangdong personally leading the JD Group Exploration Research Institute [2] - The company introduced its upgraded AI model brand JoyAI, along with three new AI products and applications across retail, health, logistics, and industrial sectors [2] Retail Innovations - JD.com unveiled its e-commerce innovation AI architecture, Oxygen, which enhances traditional browsing and search experiences by aligning with human decision-making processes [4] - The upcoming JD App version 16.0 will feature an intelligent search recommendation function called "Aigou," designed to provide personalized shopping experiences through natural language interaction [4] Double 11 Strategy - For the upcoming Double 11 shopping festival, JD.com plans to leverage technology for innovative marketing strategies, emphasizing the need for extensive scenario-based shopping guides [5] - The company has introduced a "topic" feature to aggregate content related to specific products, enabling a rapid trigger of intelligent shopping processes [5] Technological Advancements - The Oxygen system's open-source technology, particularly the Oxygent-9N-xLLM model inference engine, has achieved a fivefold efficiency increase and a 90% cost reduction for JD's retail operations [6] - JD's digital human platform has been upgraded to version 4.0, introducing the industry's first brand ambassador digital human, which significantly reduces costs in live streaming and customer service [6] Cost Efficiency - In the live streaming sector, digital humans cost only one-tenth of human hosts while outperforming over 80% of them in sales effectiveness [6] - The production cost of a single digital human has been reduced from tens of thousands to double digits, representing a cost decrease of over 90% compared to traditional filming methods [6]

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 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]