Core Insights - JD's AI model "JoyAI" has transitioned into deep industry applications, showcasing its capabilities across various sectors and daily life [2][3][31] - The company emphasizes that understanding industry scenarios is crucial for leading in AI applications, moving beyond mere technical advancements [33][34] Product Launches - JD has upgraded its AI model brand to "JoyAI," covering a range from 3 billion to 750 billion parameters, and introduced three major AI products: JoyAI LiveHuman, JoyAI LiveTTS, and the 京犀 App [6][10][11] - The 京犀 App is positioned as a next-generation shopping and lifestyle service platform, capable of understanding user needs and facilitating transactions through voice commands [11][13][14] - "他她它" is JD's first digital assistant product, designed to provide a wide range of services and engage users in a more human-like interaction [15][16] Technological Advancements - JoyAI's architecture includes innovations such as sparse MOE training and self-competitive algorithms, enhancing reasoning speed by 1.8 times compared to traditional methods [7][9] - The model achieved a score of 76.3 on the Rbench0924 evaluation, ranking first in China and second globally for reasoning capabilities [9] Industry Applications - JD's AI is being integrated into various sectors, including retail, logistics, industrial, and healthcare, enhancing efficiency and trust in supply chain operations [21][22][27] - The new AI architecture "Oxygen" aims to revolutionize e-commerce by providing personalized shopping experiences through advanced recommendation systems [24][27] Strategic Vision - JD's approach combines self-developed technology with investments and ecosystem partnerships to penetrate the embodied intelligence field, focusing on practical applications rather than just technological prowess [20][31] - The company plans to invest significantly over the next three years to build a trillion-scale AI ecosystem, emphasizing sustainable development and real value creation for industries [38]

Core Insights - JD.com has launched three major AI products and upgraded platforms at the JDD conference, committing to invest in AI development over the next three years, aiming to create a trillion-scale AI ecosystem [1][3][18] - The company's "scene-driven" strategy has proven effective, validating AI applications within its supply chain before systematically outputting these capabilities [3][4][21] AI Strategy - JD.com's AI strategy has focused on practical applications rather than just technical parameters [4][18] - The company emphasizes that AI must be rooted in real-world scenarios to create value, as demonstrated by its development of large models tailored for specific business needs [18][19] Supply Chain Transformation - JD.com has integrated AI deeply into its logistics operations, with the upgraded logistics brain 2.0 enhancing decision-making through data-driven processes [6][7] - The logistics brain has improved operational standardization by 15%, frontline efficiency by nearly 20%, and human-machine collaboration efficiency by over 20% [6][7] Industrial Applications - The JoyIndustrial model has been embedded throughout the supply chain, utilizing data from over 57.1 million industrial SKUs and more than 40 industry segments [6][7] - AI applications in industrial settings have significantly reduced task completion times and improved compliance and governance standards [7] Healthcare Innovations - JD.com has introduced the JD Medical Inquiry 2.0 model, prioritizing trust and clinical credibility in its AI-driven healthcare solutions [7][8] - The model integrates various medical data types to enhance diagnostic accuracy and completeness [8] Retail Enhancements - In retail, JD.com has developed AI applications that improve consumer decision-making and enhance trust in transactions [8][11] - Tools like AI shopping and AI fitting allow users to make quick decisions based on personalized recommendations [8][11] AI Product Launches - The launch of three AI products and platforms marks JD.com's transition from internal use to external empowerment of AI capabilities [10][11] - JoyAI's capabilities have been extended to consumer services, hardware ecosystems, and enterprise-level applications [11][12] Open Source Initiatives - JD.com has emphasized open-source as a key strategy to lower the barriers for AI application across industries [16][21] - The company has released several supporting capabilities to facilitate the integration of AI into various business contexts [16] Industry Leadership - JD.com's approach reflects a broader industry trend towards demonstrating the ROI of AI applications, moving beyond mere technical specifications [22][23] - The company aims to build a replicable model for AI deep applications, transitioning from internal refinement to external enablement [23]

Core Insights - JD Group's AI strategy emphasizes long-term sustainability and value creation for industries, moving from a technology-driven approach to a user-value-oriented one [2][4] - The company has upgraded its AI model brand from "Yansai" to "JoyAI," marking a shift from technical exploration to deep industry application [5][7] - JD aims to invest continuously over the next three years to create a trillion-scale AI ecosystem, enhancing its technological capabilities and organizational structure [5][9] AI Model Development - The newly launched JoyAI model family includes a spectrum of models from 3 billion to 750 billion parameters, catering to various application needs [7] - JoyAI achieved a score of 76.3 on the rbench0924 evaluation, ranking first in China and second globally for reasoning capabilities [7] - The introduction of JoyAI digital human models addresses industry challenges such as generating long videos and monitoring facial key points [7][11] Consumer Experience Transformation - JD's AI architecture, Oxygen, enhances consumer interaction through personalized recommendations and natural language processing, significantly improving the shopping experience [9][10] - The "Aigou" feature in the JD app exemplifies the shift from traditional search to decision support, allowing for more intuitive consumer engagement [10][11] Healthcare Innovations - JD's AI medical consultation system, Jingyi Qianxun 2.0, simulates clinical reasoning and integrates medical knowledge for improved diagnostic accuracy [11][12] - The launch of AI Hospital 1.0 represents a significant advancement in AI-driven healthcare services, offering various functionalities such as online consultations and AI pharmacy services [12] Industrial Applications - JD's industrial AI model, JoyIndustrial, enhances procurement and production processes by leveraging extensive data on industrial products [15][16] - The AI governance virtual team significantly improves efficiency in material standardization tasks, reducing the time required for complex tasks [16] Logistics and Supply Chain Efficiency - JD's logistics AI model enables autonomous decision-making and collaboration among robots, enhancing operational efficiency in warehouses [18] - The introduction of various self-developed logistics products supports comprehensive supply chain management, improving task execution and coordination [18] Open Source and Ecosystem Development - JD announced the open-sourcing of key AI technologies, promoting collaboration and accessibility for small and medium enterprises [19][20] - The integration of hardware and software solutions aims to create a comprehensive ecosystem that meets diverse consumer needs [22] Conclusion - JD's AI strategy integrates model capabilities, user experience, and industry depth, positioning the company as a leader in AI-driven supply chain transformation [23]

Core Viewpoint - JD.com announced at the JD Global Technology Explorer Conference (JDD) that it will continue to invest in building a trillion-scale artificial intelligence ecosystem over the next three years, showcasing its comprehensive AI layout and launching multiple AI-driven products and applications [1][3]. Investment and Product Launch - JD.com is set to invest significantly in AI, aiming to create a trillion-yuan ecosystem [3]. - The company launched three AI-native applications: Jingxi App, Ta Ta, and JoyInside 2.0, marking a shift from traditional e-commerce to AI-driven interactions [3][5]. - JoyInside 2.0 has already integrated with over 30 brands, enhancing user experience through personalized recommendations [4][5]. AI Ecosystem and Applications - JD.com is focusing on deep applications of AI in its supply chain, with successful implementations in retail, logistics, healthcare, and industrial sectors [7][10]. - The upgraded Super Brain Model 2.0 in logistics aims to enhance operational efficiency through autonomous decision-making and collaboration among smart devices [10]. - In healthcare, JD Health is advancing its medical model, while in the industrial sector, JD.com has developed a model serving over 10,000 enterprises [10]. Market Context and Competitive Landscape - The AI landscape is evolving from a focus on model performance to practical applications, with major companies competing to demonstrate real-world use cases [11][13]. - JD.com is strategically investing in robotics and AI startups to strengthen its position in the AI ecosystem [13]. - The AI sector is experiencing significant growth, with predictions of the Chinese AI market exceeding $30 billion by 2024, driven by increasing demand and clear business models [14].

Core Insights - JD Group aims to invest continuously in artificial intelligence over the next three years, targeting a trillion-dollar AI ecosystem while opening its scenarios and supply data chain to support embodied intelligent enterprise model training and application testing [1] Group 1: Product Development - JD announced three consumer-facing products based on the JoyAI model: "Jingxi" as a shopping and life service entry point, "Tata" as a universal digital assistant, and "JoyInside" for embodied intelligence [4][5] - The Jingxi app will enhance the shopping experience by understanding consumer intent and providing tailored product recommendations [4] - Tata, a digital assistant, can answer various life questions and engage in conversations with users, showcasing its capabilities through voice commands for tasks like ordering food [5][7] Group 2: User Interaction and Experience - The JoyInside product allows users to engage in more human-like conversations with smart devices, enhancing user experience through better interaction [8][12] - JoyInside's integration with smart hardware has shown a 120% increase in user-initiated interactions compared to non-integrated products, indicating improved engagement [12]

Core Insights - JD.com announced a commitment to invest in creating a trillion-scale AI ecosystem over the next three years, showcasing its AI landscape at the JD Global Technology Explorer Conference (JDD) [1][2] - The company's stock price surged nearly 7% following the announcement, indicating strong market confidence in its AI strategy [1] Product Launches - JD.com introduced three AI-native applications: Jingxi App, Ta Ta Ta, and JoyInside 2.0, aiming to leverage AI for new interactive experiences beyond traditional e-commerce [2] - The Jingxi App is positioned as a "next-generation shopping and lifestyle service super portal," focusing on hyper-personalized recommendations [2] - The Ta Ta Ta app features the updated JoyAI model, offering a versatile AI assistant capable of various tasks, including weather updates and food delivery [2] - JoyInside 2.0, the first "embodied intelligence platform" in the industry, has over 30 hardware brands integrated, enhancing user interaction across devices [2] Supply Chain Applications - JD.com emphasizes AI's role in transforming its supply chain, which is central to its strategy, with successful implementations in retail, logistics, healthcare, and industrial sectors [3][4] - The retail sector has seen the integration of over 50 AI tools, assisting more than 300 million merchants with decision-making processes [4] - In logistics, the upgraded Super Brain Model 2.0 enhances operational efficiency through autonomous decision-making and collaboration among devices [5] - JD Health continues to develop the "Jingyi Qianxun 2.0" model, a pioneering medical AI model with advanced capabilities [5] Industry Trends - The AI landscape is shifting from a focus on model performance to practical applications, with companies increasingly showcasing real-world use cases [6] - Major tech firms are investing heavily in AI, with Alibaba committing 380 billion yuan over three years and ByteDance making significant investments in healthcare AI [7] - The AI sector is experiencing a surge in stock performance, with the A-share AI sector up nearly 80% this year, driven by rapid application deployment and commercialization [8][9]

Core Viewpoint - JD.com announced at the JD Global Technology Explorer Conference (JDD) that it will invest continuously over the next three years to create a trillion-scale artificial intelligence ecosystem [1][4]. Group 1: AI Ecosystem Development - JD.com showcased a comprehensive AI layout, upgrading its "JoyAI" model brand and launching three consumer-facing products, four application scenarios, and three deep platforms [1][4]. - The company aims to extend its supply chain advantages to the user end through these AI-driven innovations [1][4]. Group 2: Product Launches - The three newly launched AI-native applications include the JD Xi App, Ta Ta Ta, and JoyInside 2.0, marking a shift from traditional e-commerce to AI-driven new interactions [4][5]. - JoyInside 2.0 has already integrated with over 30 brands, while the JD Xi App is positioned as a "next-generation shopping and lifestyle service super portal" [5]. Group 3: Supply Chain and Application Scenarios - JD.com is focusing on deep applications in supply chain management, with AI reshaping its core strategy across retail, logistics, health, and industrial sectors [8][9]. - In the retail sector, over 50 AI tools are currently serving more than 3 million merchants, assisting in over 30 million operational decisions weekly [9]. Group 4: Market Trends and Competitive Landscape - The AI landscape is shifting from a focus on model performance to practical applications, with major companies emphasizing real-world use cases and effectiveness [12]. - JD.com is strategically investing in the "embodied intelligence" sector, having made several investments in robotics companies since June [13]. Group 5: Financial Market Impact - Following the announcement, JD.com's stock price in Hong Kong saw an intraday increase of nearly 7% [2]. - The AI sector has experienced significant growth, with the A-share AI sector rising nearly 80% year-to-date, indicating strong market interest and investment [14].

Core Insights - JD.com is integrating its supply chain capabilities with artificial intelligence (AI) to drive comprehensive supply chain reconstruction, enhancing operational efficiency and decision-making processes across various industries [3][4]. Group 1: AI Applications in Logistics and Manufacturing - JD's "Wolf Pack" robots utilize advanced models for full-domain perception, enabling proactive decision-making and efficient navigation in over 500 warehouses globally [2]. - The JD Industrial division has developed an intelligent agent capable of processing vast amounts of material information, significantly improving efficiency in product governance by over 10 times compared to traditional methods [2]. - JD's logistics "Super Brain Model 2.0" enhances operational efficiency by 20% through optimal resource allocation and autonomous decision-making capabilities [7]. Group 2: AI Innovations in E-commerce - JD's retail innovation AI architecture, Oxygen, assists brands in strategizing new product launches and streamlining marketing operations, resulting in reduced costs and improved efficiency [2][5]. - The upcoming JD Xi APP will allow users to perform various tasks through natural language, enhancing the shopping experience by providing personalized recommendations based on extensive data analysis [5]. Group 3: AI-Driven Supply Chain Collaboration - AI tools have been integrated into the entire business process for over 300,000 merchants, facilitating more than 30 million operational decisions weekly [7]. - JD's industrial AI model, trained on 57.1 million SKUs, supports over 10,000 industrial enterprises, providing solutions that significantly reduce operational costs and time [8]. Group 4: Future AI Developments - JD plans to invest continuously in AI over the next three years, aiming to create a trillion-dollar AI ecosystem that prioritizes trust and efficiency [4]. - The company is focused on deepening AI applications in various sectors, including digital personas for brand representation and customer engagement [9][10].