Group 1 - The State Council has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," providing clear guidance for the deep integration of AI with the real economy, with a focus on enterprise-level applications, marking an acceleration in the AI industry deployment [1] - The "Opinions" address core issues such as supply-demand mismatches and implementation barriers in AI and industry integration, proposing six key actions for the next decade, including scientific technology, industrial development, consumption quality improvement, public welfare, governance capability, and global cooperation [1] - Experts indicate that the "Opinions" provide strong policy support for the large-scale application of the AI industry, leveraging China's data, industry, and scenario advantages, with companies like JD.com expected to accelerate AI technology deployment and create more "Artificial Intelligence+" industry models [1] Group 2 - JD.com has achieved significant results in AI applications, with its JoyGen AIGC platform improving merchant content efficiency by over 90%, and its digital human live streaming efficiency surpassing 80% of real human hosts [1] - In office scenarios, JD.com's JoyLaw has shortened contract review times, while its interview AI has improved efficiency by 28%; in R&D, JoyCoder's code adoption rate exceeds 35%, and JoyBuilder enhances R&D efficiency by 40%, demonstrating AI's impact on enterprise efficiency [1] - JD.com launched the upgraded large model brand JoyAI at the World Artificial Intelligence Conference, achieving an average inference efficiency improvement of 30% and a 70% reduction in training costs, while also open-sourcing the first 100% open-source enterprise-level intelligent agent, JoyAgent [2] Group 3 - JD.com has made significant progress in embodied intelligence, launching the JoyInside brand and collaborating with over ten leading robotics brands, enhancing the application scenarios of AI and bringing innovation to the smart hardware market [2] - The upcoming JDD2025 Global Technology Explorers Conference on September 25 will serve as an important window to observe the progress of AI and industry integration, featuring interactive experiences and providing technical references and application inspiration [2] - With the dual drive of policy and enterprises, the usability and practicality of AI are expected to continue upgrading, benefiting the computing power, data, and algorithm sectors, and driving industrial upgrades towards a more intelligent and efficient future [3]

Core Insights - JD.com is making significant investments in the field of embodied intelligence, having invested in five robotics companies in the past three months, indicating a strategic long-term commitment to this area [1][5] - The company views embodied intelligence as a crucial part of its service ecosystem, which will benefit from advancements in this technology [5] - JD.com has a broad perspective on embodied intelligence, not limited to humanoid robots, but encompassing various forms of interaction and intelligence [1][5] Investment Strategy - JD.com has publicly shared its strategic thinking behind its investments in embodied intelligence, emphasizing long-term commitment and the importance of user experience [4][5] - The company aims to create an open robotics ecosystem and position itself as a friend to the industry [2][5] - The brand "JoyInside" has been introduced to enhance the interaction capabilities of robots and AI devices [1][2] Market Potential - The market for embodied intelligence is expected to expand significantly, moving from industrial applications to more general consumer scenarios, including humanoid robots and robotic pets [7][8] - JD.com believes that the future market for these technologies could grow by one to two orders of magnitude compared to current industrial applications [7] Technological Development - The company identifies three core modules of embodied intelligence: a control system for movement (the "small brain"), a cognitive system (the "big brain"), and input/output interaction capabilities [7] - JD.com is optimistic about the rapid maturation of robotics technology once it reaches the consumer market, drawing parallels to the evolution of the automotive industry [8][9] AI Integration - JD.com has upgraded its AI model brand to "JoyAI," which includes a range of models from 3 billion to 750 billion parameters, aiming for world-class performance [2][10] - The company has over a thousand internal use cases for its AI models, indicating a strong focus on generating commercial value from its technology [10] Consumer Engagement - JD.com is exploring the potential of robotic pets, which could serve as companions and knowledge tools, enhancing user interaction and experience [11] - The company envisions these robotic pets as not only companions but also as functional tools, similar to a walking search engine [11]