Core Insights - JD.com is constructing a practical and closed-loop AI system, focusing on transforming its underlying logic centered around the supply chain rather than merely launching AI products [1][3] - The company aims to lead in the takeaway business by 2025, emphasizing a highly responsive supply chain supported by AI technologies [1][2] AI Strategy and Investment - At the JDD2025 conference, JD.com announced its AI panoramic strategy, committing to continuous investment over the next three years to create a trillion-scale AI ecosystem [2] - CEO Xu Ran introduced a new AI value formula: AI value = Model × Experience × Industry Depth, highlighting the importance of practical application and long-term value [2][10] Internal Deployment and Applications - Over 1,000 business scenarios have integrated large model systems, focusing on efficiency and conversion rates rather than the choice of model [2][4] - JD.com is developing AI applications that enhance user experience, such as the "He She It" app for daily tasks and the "JoyInside" platform for hardware integration [5][6] Consumer-Focused AI Innovations - JD.com is creating practical AI products for high-frequency scenarios like shopping and life services, with the "Xiangxi" app serving as a smart assistant [4][5] - The "AI Friends" feature aims to foster ongoing interactions between users and AI, emphasizing companionship rather than replacement [5] B2B AI Integration - JD.com is embedding AI into its core business operations, using real scenarios to validate technology value before offering it to other industries [7][9] - The launch of the "Oxygen" AI technology architecture aims to empower consumers, supply chains, and developers, enhancing the shopping experience [7][8] Logistics and Supply Chain Enhancements - JD.com has deployed over 500 warehouses with its self-developed "Wolf Pack" intelligent devices, improving operational efficiency by 15%-20% [8] - The upgraded "Logistics Brain 2.0" system expands AI capabilities in logistics, enhancing decision-making and collaboration between robots and employees [8] Healthcare and Industrial Applications - JD.com has introduced "Jingyi Qianxun 2.0," a medical model capable of understanding medical language and integrating various data types for comprehensive assessments [9] - The "JoyIndustrial" model provides services to over 10,000 enterprises, potentially optimizing costs across the supply chain by up to 6.77 trillion yuan [9][10] Conclusion - JD.com is not merely creating standalone AI products but is integrating AI into existing service systems, enhancing efficiency and trustworthiness across various applications [6][10]

Core Insights - JD.com is constructing a practical and closed-loop AI system, focusing on transforming its underlying logic centered around the supply chain rather than merely launching a series of AI products [1][6]. Group 1: AI Strategy and Implementation - JD.com is embedding AI into its familiar systems, enhancing its supply chain, logistics, retail, and industrial operations, thereby gradually transforming the entire industry chain [2][18]. - The company aims to create a trillion-scale AI ecosystem over the next three years, as announced during the JDD2025 Global Technology Explorers Conference [2][12]. - JD.com’s CEO proposed a new AI value formula: AI value = Model × Experience × Industry Depth², emphasizing the importance of practical application and industry integration [3][5]. Group 2: Consumer-Facing AI Applications - JD.com is focusing on practical AI applications for consumers, such as the "Xiangxi" app, which integrates shopping and life services, allowing users to place orders and book services through voice commands [8][9]. - The "He Ta Ta" app aims to create a new way of human-AI interaction, emphasizing voice and video communication, and providing assistance in daily tasks [9][10]. - JD.com has launched the "JoyInside" platform to enhance hardware products with standardized dialogue and interaction capabilities, significantly improving user engagement [11][12]. Group 3: B2B AI Integration - JD.com is adopting a solid approach by validating AI technology through real business scenarios before expanding its platform to serve more enterprises and industry segments [13][18]. - The company has introduced the "Oxygen" AI technology architecture for e-commerce, enhancing consumer shopping experiences through advanced understanding and recommendation systems [14][15]. - In logistics, JD.com has deployed over 500 warehouses with its self-developed "Wolf Pack" intelligent devices, improving operational efficiency by 15% to 20% [15][16]. Group 4: Healthcare and Industrial AI Applications - JD.com has launched "Jingyi Qianxun 2.0," a medical model capable of understanding medical language and integrating various data types for comprehensive judgment [16]. - The "JoyIndustrial" model provides services to over 10,000 enterprises, leveraging extensive industrial data for product recognition and standardized management [16][18]. - JD.com’s "Trillion Cost Reduction Model" has the potential to optimize costs across the entire supply chain by up to 6.77 trillion yuan, particularly benefiting complex manufacturing operations [16].