这两年 ， A I 行业 最火的赛道是具身智能。谁能想到，具身智能的梦想照进现实，或许会从我们童 年时爱不释手的玩具开始？ 作为头部的科技大厂， 京东在今年推出了具身智能品牌 JoyInside ，引发外界好奇。 说起 具身智能 ，大部分人第一时间想起的是那些 能跑能跳 的机器人。 京东 JoyInisde 则希望为 这些 机器人打造 " 大脑 "和"心脏" ， 让它们能 跟消费者深度交互。 在 近期举行的 京东首届 AI 玩具大会上，京东宣布要把 JoyInside 的交互能力率先落地 到 玩具行 业。 这意味着京东正在谋划借助 AI 的力量，像是把 "能量块"装入"塞博坦星人"身上一样，创造出 能够真正陪聊、陪玩甚至陪学的新一代 AI 玩具。 玩具不仅影响了一代代人的成长，其 本身也是一个不断有新机会涌现的行业 。最近一年， LABUBU 火到全球，让消费者和投资人看到了玩具行业的潜力或许被严重低估。 当 JoyInside 给玩具装上 AI 心脏， 当本就承载人们情绪出口的玩具有了技术的托举， AI 玩具行业 有没有可能出现下一个 AI LABUBU ？ 对于擎天柱、大黄蜂等玩具有着美好记忆的 80 后 ...

Core Viewpoint - The article discusses the impact of JD's aggressive entry into the food delivery market, highlighting a significant loss in its financial performance while also achieving substantial revenue growth. The strategy of "loss for traffic" is emphasized as a long-term vision despite short-term financial setbacks [1][3][12]. Financial Performance - JD's Q2 revenue reached 356.7 billion yuan, a year-on-year increase of 22.4%, marking the highest growth rate in three years [2][7]. - The net profit for Q2 fell by 50.8% to 6.2 billion yuan compared to the same period last year [12]. - The operating loss for JD's new business segment, primarily driven by food delivery, was 14.78 billion yuan in Q2, a significant increase from 1.33 billion yuan in Q1 [11]. Business Strategy - JD's founder, Liu Qiangdong, believes that the food delivery business is a means to bind users through high-frequency transactions, which can then be directed towards higher-margin businesses like e-commerce and finance [3][4]. - The company aims to leverage its supply chain capabilities to achieve profitability in the long run, despite initial losses in the food delivery sector [3][4]. New Business Ventures - JD's new business revenue, including food delivery, reached 13.85 billion yuan, a year-on-year increase of 198.8% [8]. - The company is also exploring new directions such as AI and international expansion, with significant investments in these areas [5][19]. Competitive Landscape - The entry of JD into the food delivery market has intensified competition with Alibaba and Meituan, leading to increased regulatory scrutiny [4]. - JD has opted not to engage in aggressive subsidy wars, focusing instead on sustainable growth and avoiding "zero-dollar purchases" that harm the industry [22]. Future Outlook - JD's CEO, Xu Ran, emphasizes a long-term vision for the food delivery business, aiming for sustainable development over immediate results [13]. - The company is also investing in AI and international operations, with a recent acquisition of Germany's Ceconomy for 18 billion yuan, which will enhance its European presence [20][21].

Core Insights - The global robotics industry is on the brink of commercial explosion, with rapid technological iterations and expanding application scenarios [2] - Beijing is emerging as a core area for technological innovation, significantly contributing to the development of the robotics industry [2][3] - JD.com is leveraging its advantages to promote the development of its robotics business and contribute to the ecosystem of the robotics industry in Beijing [2][3] Industry Development - JD.com has invested in six intelligent-related companies in the past three months to accelerate the layout of the embodied intelligence industry chain [3] - The company announced an investment of over 10 billion yuan to support 100 robotics brands in achieving over 1 billion yuan in sales within three years [3] - JD.com aims to help robotics brands commercialize their products through its extensive consumer base of over 600 million and more than 9 million enterprise users [4] Sales Performance - During the 618 shopping festival, JD.com's self-operated sales of intelligent robots increased threefold, while sales of embodied intelligent robots surged by 17 times [4] Market Trends - The robotics industry is experiencing rapid growth, driven by breakthroughs in perception, organizational decision-making, and motion control technologies [5] - There is significant market potential for robots in family services and elderly care, with increasing demand for intelligent robots in companionship, security, and education [5][6] - Humanoid robots, while not yet commercially widespread, are gaining high attention, with many companies capable of large-scale production [5] User Demographics - The primary users of robots are married families in first- and second-tier cities, focusing on educational and companionship needs, as well as B2B scenarios in education and specific industries [6] Technological Innovation - JD.com is collaborating with various parties to promote high-quality development in the robotics industry, offering customized services and optimizing shopping processes through AI [7] - The company has launched the JoyInside brand, which integrates advanced application capabilities and emotional interaction for robots, with several leading brands already onboard [7] - JD.com is also working to lower costs for partners by integrating component procurement and enhancing logistics and service applications [7] Future Outlook - JD.com plans to continue leveraging its platform advantages to drive innovation in the robotics industry, aiming to enhance the role of robots in daily life and work [8]

Core Insights - The 2025 World Robot Conference showcased over 1,500 exhibits from more than 200 leading companies, with the number of new product launches doubling to over 100 compared to the previous year, indicating significant advancements in robotics technology [1][16] - The event highlighted the integration of robotics into daily life, with demonstrations of exoskeletons, humanoid robots, and service robots that perform complex tasks, showcasing the potential for human-robot collaboration [16] Group 1: Exoskeleton Technology - The exoskeleton robot VIATRIX by Aoshark demonstrated seamless integration with human movement, featuring a unique FLOAT 360 hip joint structure and leg motor design that enhances mobility and reduces physical strain [3][4] - Aoshark's innovations include a self-developed automotive-grade response motor for precise power output and AI gait algorithms that improve leg strength while minimizing energy consumption [4] Group 2: Humanoid Robots - The humanoid robot S1 by Stardust Intelligence showcased advanced capabilities in adapting to unknown objects and environments, demonstrating human-like learning and task completion abilities [6] - The G1 combat humanoid robot from Yushu Technology performed dynamic combat demonstrations, highlighting advancements in balance algorithms and movement coordination [12][14] Group 3: Emotional Interaction and Service Robots - The R1 Lite robot from Starry Sea Map effectively organized a messy bed using natural language commands, showcasing its advanced planning and execution capabilities [7] - The GR-3 humanoid robot by Fourier emphasized emotional interaction through its soft-touch design and multi-sensory feedback system, enhancing user engagement and emotional connection [10][8] Group 4: Industry Trends and Collaborations - JD.com announced a commitment to invest over 10 billion in the smart robotics sector, aiming to support 100 brands in achieving over 1 billion in sales within three years, indicating a strong push towards commercializing robotics [14][16] - The conference illustrated a clear trajectory for robotics technology from laboratory settings to everyday applications, emphasizing the growing importance of emotional intelligence and user-friendly designs in robotics [16]

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]

Core Viewpoint - JD.com announced a significant investment plan exceeding 10 billion yuan to accelerate the development of the smart robotics industry, aiming to help 100 robot brands achieve sales of over 1 billion yuan within three years and to integrate smart robots into over 1 million terminal scenarios [1][4]. Group 1: Investment and Goals - JD.com will invest over 10 billion yuan in the smart robotics sector as part of its "Smart Robotics Industry Acceleration Plan" [1][4]. - The goal is to assist 100 robot brands in achieving sales exceeding 1 billion yuan within three years [1][4]. - The plan aims to bring smart robots into over 1 million terminal scenarios [1][4]. Group 2: Industry Context and Challenges - The smart robotics industry is experiencing unprecedented rapid growth, with the Chinese robot market expected to reach 100 billion USD by 2028 [4]. - Current challenges in the industry include slow commercialization and difficulties in practical applications [4]. Group 3: JD.com's Strategic Initiatives - JD.com provides a zero-threshold entry service for partners, connecting over 600 million C-end users and 8 million enterprise users through a comprehensive platform [6]. - The company has launched the JoyInside brand, which offers advanced application capabilities and emotional interaction for robots, with a free access plan for a limited time [6]. - JD.com is building a full-chain solution for partners, covering the entire industry ecosystem from components to the final product [6]. Group 4: Event Highlights - The event showcased over 50 cutting-edge robot products, allowing users to interact with robots and experience AI technology [8]. - The first "JD Cup" robotics talent competition featured various robot demonstrations, including combat and artistic performances [8]. - During the event, JD.com launched a "Robot Zone" on its app and introduced a bidding activity starting from 1 yuan for select robot products [10]. Group 5: Logistics Innovations - JD Logistics showcased self-developed intelligent products, including unmanned light trucks, to demonstrate the application of smart robots in logistics [12]. - The unmanned light truck, with a cargo space of 24 cubic meters, is the largest in the logistics industry and aims to redefine smart logistics [12]. - JD Logistics has implemented large model applications in various business scenarios, achieving significant cost reductions and efficiency improvements [13].

Core Insights - The 2025 World Robot Conference opened in Beijing on August 8, with JD.com as the "exclusive global strategic partner," launching the "Intelligent Robot Industry Acceleration Plan" to invest over 10 billion in the smart robot sector and assist 100 brands in achieving over 1 billion in sales within three years [1][3]. Group 1 - JD.com introduced the JoyInside brand, which offers advanced industry application capabilities, high emotional intelligence dialogue experiences, multi-scenario adaptability, and a wide range of character choices [3]. - Several leading brands have integrated with JD.com's JoyInside, including those in companionship, education, and industrial sectors, with plans for more brands to join [3][7]. - The integration of JoyInside has significantly enhanced the emotional intelligence of various products, leading to increased user engagement and interaction [7]. Group 2 - At the JD.com exhibition, an interactive robot dog engaged with visitors, showcasing its ability to respond to wake words and demonstrate AI toy functionalities, creating a sense of wonder among attendees [5]. - The collaboration with JoyInside has resulted in notable improvements in user interaction metrics, such as a 148% increase in dialogue rounds for the Yuanluobo AI chess robot and a 50% increase in dialogue duration for the Xindalu robot [7]. - JD.com is currently offering limited-time free access to its technology, aiming to enhance robot functionalities and user experiences, thereby increasing sales and creating greater value in the physical world [7].

Group 1 - The 2025 World Robot Conference opened in Beijing on August 8, showcasing advancements in the robotics industry [1] - JD.com announced an "Intelligent Robot Industry Acceleration Plan," committing over 10 billion resources to help 100 intelligent robot brands achieve sales exceeding 1 billion within three years [1] - JD.com introduced the JoyInside brand, which is designed to enhance emotional dialogue experiences and adapt to various scenarios, with dozens of leading brands already integrated [1][3] Group 2 - The JoyInside platform has demonstrated significant improvements, such as a 148% increase in average dialogue rounds for the Yuanluobo AI chess robot [3] - JD.com has been actively investing in the robotics sector, backing notable companies like Zhiyuan Robotics and Qianxun Intelligent in recent months [3] - Various robot brands, including AoSha Intelligent and ChengTian Technology, showcased their products at JD.com's exhibition booth [4] Group 3 - JD.com plays a crucial role as a significant e-commerce channel for robot brands, in addition to being an investor and supply chain participant [5]

据介绍，目前已有数十家头部品牌接入京东JoyInside，包括陪伴类的Fuzozo芙崽、火火兔；教育领域的 元萝卜AI、京东方、心大陆、灵宇宙、Folotoy、噜咔博士；产业领域的众擎、云深处、魔法原子。近 期，还将接入逐际动力、帕西尼机器人等。面向更多企业，京东还开放限时免费接入。 新浪科技讯 8月8日晚间消息，2025世界机器人大会（简称"WRC"）在北京开幕。作为大会"独家全球战 略合作伙伴"，京东携手宇树科技、智元、天工、众擎、星海图、逐际动力、千寻、松延动力等全球顶 尖机器人品牌亮相，并发布"智能机器人产业加速计划"：将在智能机器人领域投入超百亿资源，三年内 助力100个智能机器人品牌销售破10亿、带领智能机器人走进超百万个终端场景。 在技术赋能方面，京东推出附身智能品牌JoyInside，具备领先的产业应用能力、高情商对话体验、多元 场景适配、海量角色选择四大优势。 热门潮玩Fuzozo芙崽达成首家技术合作后，实现高精度情绪感知与拟人化反馈，言行高度一致，还具有 长期记忆，打造出独特的"养成系"体验。618首发预售超过3000件，进入潮流盲盒销售排行榜前10。 据了解，目前京东还开放了技术限时免费 ...

在整机、核心零部件和传感器外，帕西尼还构建起年产近2亿条数据的全模态具身智能数据集、 OmniVTLA 具身智能模型等，客户覆盖智能制造、康养医疗、工业生产、消费电子等领域，形成"传感 器、数据集、大模型、多场景落地"的闭环生态。 帕西尼也是京东近三个月投资的第六家具身智能相关企业。从5月至今，京东已经宣布投资智元机器 人、千寻智能、逐际动力、众擎机器人、RoboScience等，整体投资已"卡位"具身智能全产业链，包括 机器人本体、核心零部件、运动控制技术、具身模型、交互大模型等领域。 据悉，接入JoyInside后，许多产品都提升了"情商"：元萝卜AI下棋机器人接入后，可以做知识辅导、英 文对话，通过沉浸式互动激发学习兴趣，人均对话轮次提升148%。心大陆机器人，通过追问、启发联 想、角色扮演等方式引导孩子，人均对话时长提升50%。 值得一提的是，近期京东在持续加码智能机器人领域投资布局。8月5日，具身智能整机及传感器企 业"帕西尼"完成新一轮A轮融资，由京东战略领投，浦耀信晔、宏兆基金、张科垚坤等多家跟投。 帕西尼拥有具身智能相关的多项触觉技术，目前产品有多维触觉人形机器人TORA-ONE、多维灵巧手 ...