温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 具身智能大火至今，全球大厂入局具身智能赛道典型代表：[英伟达]和[特斯拉]；国内代表[华为]和[小鹏汽车]，其中，华为有意沿袭[英伟达]路线，打造底层开发生态， 成为具身智能领域当之无愧最强"卖铲人； [小鹏汽车]作为车企，沿袭[特斯拉]路线，并有望率先实现人形机器人商业化量产的国内车企。 2025年以来，以汽车主机厂为代表的产业派和互联网、电子商务、消费电子等为代表科技大厂以"自研+投资"双路径入局具身智能赛道， 多家大厂迎来投资首秀，腾讯 于3月领投 [智元机器人] B轮系列融资、 华为于4月通过旗下投资公司[哈勃投资]投资[ 千寻智能 ]、京东集团 于5月领投 [智元机器人]B+轮融资、滴滴于7月领投[ 小雨智 造 ]约亿元新一轮融资分别完成本波具身智能浪潮的投资首秀；其他早已投资入局的科技大厂也在今年进一步加码， 而美团则 ...

Core Viewpoint - JD.com has launched the industry's first 100% open-source enterprise-level intelligent agent, JoyAgent, during the WAIC 2025, showcasing its advancements in AI applications across various industries [2][8][20]. Group 1: JoyAI Model Upgrade - The JoyAI model has been upgraded to include sizes ranging from 3 billion to 750 billion parameters, catering to diverse industrial needs across multiple modalities such as language, voice, image, and video [5][7]. - JoyAI's innovative technologies, including dynamic layered distillation and cross-domain data governance, have improved inference efficiency by an average of 30% and reduced training costs by 70% [5][7]. Group 2: JoyAgent Intelligent Agent - JoyAgent is the first fully open-source enterprise-level intelligent agent, featuring a product-level open-source structure that includes front-end, back-end, framework, engine, and core sub-agents [8][10]. - JoyAgent boasts three core features: 100% open-source capabilities, high availability with pre-configured sub-agents, and strong performance validated by over 20,000 internal use cases, achieving an accuracy rate exceeding 75% on the GAIA leaderboard [10][11]. Group 3: JoyInside Smart Interaction - JoyInside integrates role-based large models into smart hardware, enhancing product interaction experiences with high emotional intelligence and a vast knowledge base [13][15]. - The integration of JoyInside in educational tools has significantly increased user engagement, with average dialogue rounds rising by 148% and conversation duration improving by 50% [15]. Group 4: Digital Human Applications - JD.com has introduced high-commercial-use digital humans that outperform 80% of real hosts in emotional expression and scene adaptability, serving over 20,000 brands [18][19]. - The application of digital humans has expanded beyond live streaming to include brand representation and emotional interaction, significantly enhancing brand value and user experience [19][20]. Group 5: Industry Impact and Future Outlook - The deep application of large models is reshaping AI productivity, with JD.com demonstrating that effective AI is not just developed but also applied in real-world scenarios [20]. - The industry consensus is shifting towards application-level breakthroughs, indicating that the future of AI competition will focus on practical implementations rather than just foundational model development [20].

Core Insights - The report "Development Trends of Chinese Brands under the AI Wave" highlights that AI technology is profoundly reshaping the consumer market, presenting both opportunities and challenges for Chinese brands [1][2][6]. Consumer Familiarity and Demand - By 2025, following the release of the DeepSeek-R1 model, over half of the surveyed users reported familiarity with AI technology, with 80% believing AI can solve some daily problems [1][11]. - There is a strong demand for AI-integrated products, with 47% of consumers insisting that future purchases must incorporate AI technology, and 73% preferring Chinese brands that offer AI features [1][12]. Key Consumer Segments - Three primary consumer groups have been identified: seasoned professionals who favor tech products and are willing to pay a premium for AI features; family decision-makers who seek localized AI applications; and single young adults who are eager to try new tools, with differing interests in entertainment and beauty-related AI services [1][13]. Brand Performance and Consumer Perception - Chinese brands like Huawei, Xiaomi, and Haier are leveraging AI to enhance their technological and innovative image, although there is still room for improvement in solving complex AI-related issues [2][23]. - Consumers recognize that brands integrating AI technology can convey a sense of technological leadership, innovation, and relevance, which is crucial for brand perception [11][24]. Information Channels and Consumer Engagement - Key channels for consumers to access AI information include WeChat ecosystems, short video platforms, and e-commerce sites, where technical education and product launches can effectively stimulate interest [2][25][28]. - The report indicates that consumers are increasingly engaging with AI products, with significant interest in smart wearables, home appliances, smartphones, and vehicles, as well as services like health management and education [12][34]. Market Trends and Future Expectations - The report anticipates that the integration of AI into consumer products will continue to grow, with a notable shift from novelty to necessity in AI capabilities [12][22]. - There is a strong expectation for Chinese brands to deepen the integration of AI into their offerings, enhancing both the intelligence of products and the overall consumer experience [2][21].

Core Insights - The article discusses the ongoing investment trend in embodied intelligence, highlighting the upcoming financing round for ZhiYuan Robotics, which includes participation from JD.com and the Shanghai Embodied Intelligence Fund [4][6]. Group 1: Investment Landscape - ZhiYuan Robotics is set to complete a new financing round, with investors including JD.com and the Shanghai Embodied Intelligence Fund, which was established in April 2025 [4]. - The previous financing round for ZhiYuan Robotics occurred on March 24, 2025, led by Tencent, with participation from various industry players and existing shareholders [4]. - The domestic humanoid robot sector has seen a surge in financing, with 37 financing events involving 33 companies and a total amount of approximately 3.5 billion yuan in the first quarter of 2025 [6]. Group 2: Company Overview - ZhiYuan Robotics was founded in 2023 and has quickly become a leading player in the embodied intelligence sector, alongside YuShu Technology and Galaxy General [4]. - The company has launched its first humanoid robot, the Expedition A1, and plans to release the second generation, A2, in August 2024 [6]. - ZhiYuan Robotics has established three product lines: Expedition, Elf, and Lingxi, covering various applications such as education, factory automation, and hospitality [6]. Group 3: Strategic Moves by JD.com - JD.com has a vested interest in the embodied intelligence sector due to its e-commerce and logistics operations, having previously invested in service robot developer Xianglu Technology [7]. - The company has been actively developing AI hardware and software, launching the Yanxi large model in 2023 and creating various AI applications for industry use [7][8]. - In 2025, JD.com is accelerating its embodied intelligence strategy by establishing a dedicated business unit focused on smart product development for home use [8].