【行业深度研究】刘强东和王兴兴联手，京东已经成为隐藏的机器人巨头？

BT财经01-09

作者 |梦萧了解更多金融信息 |BT财经数据通正文共计3830字，预计阅读时长9分钟“京东近期“盟友”有点多，刚联手理想汽车又联手机器人赛道炙手可热的宇树科技。”‌‌元旦期间，北京双井京东Mall开了宇树科技的全球首家线下门店。门店内机器人的后空翻以及搏击术吸引了不少专门从外地过来打卡的观众，在门店内不仅能够近距离甚至上手体验顶流科技，还有望直接扫码带走，刘强东的影响力也为宇树科技进一步增加了...

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|BT财经数据通正文共计3830字，预计阅读时长9分钟“京东近期“盟友”有点多，刚联手理想汽车又联手机器人赛道炙手可热的宇树科技。”‌‌元旦期间，北京双井京东Mall开了宇树科技的全球首家线下门店。门店内机器人的后空翻以及搏击术吸引了不少专门从外地过来打卡的观众，在门店内不仅能够近距离甚至上手体验顶流科技，还有望直接扫码带走，刘强东的影响力也为宇树科技进一步增加了顶流光环，“刘强东拿下宇树”在门店开业之前就登上了热搜。京东此前就在2025世界机器人大会发布“智能机器人产业加速计划”，宣布将在智能机器人领域投入超百亿资源，计划三年内助力100个智能机器人品牌成交额破10亿。在特斯拉、波士顿动力、Figure AI、本田、三星、亚马逊等世界知名企业都涉足机器人领域的大环境下，刘强东显然不想错过机器人风口。机器人经过多年的发展，如今人形机器人发展是机械、电子、AI技术协同演进的结果，已经由“技术炫技”转向“商业变现”，2026年将迎来量产与场景落地的关键期。具身智能与供应链国产化加速，各大科技企业均密集布局机器人赛道，京东自然不甘落后。在拿下理想和宇树后，刘强东的商业布局覆盖更广，形成覆盖零售、物流、科技、工业、健康、本地生活、海外、汽车、机器人的全域生态，通过“重资产基建+轻资产生态”双轮驱动，覆盖C端消费、B端产业与全球化市场。2025-2026年刘强东则重点发力机器人、汽车、海外扩张三大新赛道，强化生态壁垒与增长动能。1千亿美元赛道摩根士丹利《Robotics Unleashed, A New Era》报告显示，2028年中国机器人市场规模预计将达到‌1080亿美元‌，年复合增长率达23%。这一增长主要由无人机、移动机器人和协作机器人驱动，其中无人机市场规模将从2024年的190亿美元增至400亿美元，协作机器人年复合增长率预计达46%。中国作为全球最大的机器人市场和制造中心，已连续11年占据全球工业机器人市场主导地位，相关有效专利约占全球三分之二。中国并不是最早进入机器人赛道的，却是在该赛道发展最快的。全球人形机器人百强榜单显示，中国企业占比超三分之一，2025年5月，中国工业机器人产量同比飙升35.5%，服务机器人产量跃升13.8%。摩根士丹利预测，中国的人形机器人市场预计将以每年63%的速度扩张，到2030年规模达34亿美元，届时中国预计拥有25.2万台人形机器人，到2050年将增加到3.02亿台，占全球人形机器人总量的30%以上。尽管行业规模庞大，但智能机器人行业仍面临商业化进程缓慢、场景落地难、服务体系不完善等挑战。尤其在消费级机器人领域，如何让机器人从技术展示品转变为具备广泛实用价值的生活伙伴，成为产业规模化的关键突破口。从双井京东Mall宇树首家线下门店来看，销售并不理想，2025年12月31日开业当天成功卖出机器人，开业当日下午3点左右就已挂出“今日销售额破十万”的标识，如果销售火爆，大概率不会打出如此标识。宇树科技最新款人形机器人R1正式亮相，并首次展示了全新配色版本，引起现场热烈反响。该产品售价2.99万元起。据悉首批订单以企业采购为主，同时也有散客成交。门店提供Go2系列四足机器狗（Air版10497元、Pro版19999元）与G1人形机器人（折后8.5万元起）的现场购买与预订服务，消费者可现场下单，选择门店自提或京东配送到家，京东同步提供开箱指导、调试与售后保障。智能机器人的规模化落地，除技术突破之外，还需要能够连接市场、用户与品牌的开放生态，这也是宇树科技选择和京东合作的关键因素。2025年8月，京东在世界机器人大会上宣布投入百亿，助力100个智能机器人成交10亿元，将智能机器人送入百万以上的终端。联手宇树科技，京东以全渠道模式和开放生态助力宇树科技迈出关键一步。宇树科技全球首家线下门店开业的意义不只是产品展示和销售，也是建立用户信任，洞察市场真实需求的深度体验，刘强东兑现了以全渠道模式助力智能机器人深入家庭、教育、商业等多元场景承诺，真正成为服务千行百业、惠及亿万用户的智慧生活伙伴。2刘强东有一个机器人梦？刘强东在2025年世界互联网大会乌镇峰会上曾透露，将在未来五年采购300万台机器人、100万台无人车和10万架无人机，全面应用物流供应链。苏州昆山的智狼仓，是刘强东科技物流的一个试验场，在这里京东已部署近500台自研智狼机器人。苏州昆山的机器人是京东自研机器人，以“狼族”为核心，覆盖仓储、分拣、配送、客服、工业巡检等全链路，依托超脑AI大模型实现集群协同，是其物流数智化与机器人产业生态的核心载体。但京东自研机器人以物流B端为主，2025年才成立专项部门，具身智能布局较晚，复杂地形如楼梯、雨雪天气适配能力不足，末端配送仍需人工辅助，人形机器人在仓储拣选、打包等精细操作上尚未规模化落地。不仅与小米、大疆等存在差距，还面临亚马逊Kiva、极智嘉等在仓储机器人领域竞争激烈，同时美团、百度在末端配送无人车赛道加速布局，在四足、人形的消费级，京东现阶段的最优解就是选择有实力的合作方，或促成了宇树科技的合作。与亚马逊Kiva、极智嘉相比，京东优势在于场景闭环与生态协同，通过超脑AI实现全链路调度，而竞争对手多聚焦单点设备。京东的劣势在于海外市场布局较晚，亚马逊已在全球部署超20万台Kiva机器人，已经抢占了市场高地。刘强东通过与宇树合作快速切入四足机器人市场，依托京东Mall线下渠道提升用户体验，但京东自研消费级产品较少，品牌影响力不足。目前来看，京东机器人需深化超脑AI大模型与具身智能结合，提升机器人在复杂场景的自适应能力，加速人形机器人在仓储、分拣等场景的落地。通过自营租赁、定制化解决方案等模式，降低中小企业使用门槛，同时拓展机器人在工业巡检、家庭服务等新场景的应用。拿下宇树科技，可以从宇树机器人的适用场景中得到场景参数，甚至有可能直接成为宇树科技人形机器人的大客户。京东可以凭借物流全链路场景优势、技术自研能力与生态布局，通过宇树科技在机器人行业中占据重要地位，成为物流自动化的标杆企业。同时，补齐消费级与具身智能短板，通过技术升级、生态扩张与商业化加速，推动机器人行业从“单点应用”向“全链路协同”转型。和宇树科技一起实现双赢。宇树科技把动辄数万、数十万的高精尖机器人，像卖家电一样摆在门店里任人体验、购买，是颠覆行业认知的举措，结盟京东补齐场景和渠道短板。刘强东则顺利拿下机器人顶流，搞定科技圈入场券。3京东已经成为隐藏的科技巨头？刘强东毫不掩饰在人形机器人领域的野望，百亿投入、全链路生态和场景闭环成为他涉足人形机器人领域的核心，他的终极目标是打造技术、产品、渠道到最终落地的具身智能机器人帝国，让京东成为人形机器人商业化的“超级枢纽”，从他计划未来5年打造300万台战狼机器人就可见一斑。这个计划一旦实施，将以人形机器人与“狼族”物流机器人协同，覆盖仓储拣选、末端配送、零售服务等全链路，“少人化和无人化”，将履约成本降低40%，强化京东物流的全球竞争力。将人形机器人作为重构供应链与零售服务的核心引擎，是刘强东“用机器人替代重复性劳动、解放人力”的长期战略。尽管这一举动也引来“用机器人代替兄弟”的质疑，刘强东此前抢先阿里一步推出了AI电商独立应用。首款AI原生独立应用“京东AI购”，内置自研京东大模型JoyAI，支持自然语言交互购物和本地生活服务。定位为“会思考、能购物、关心你”的生活服务助手，通过自然语言交互实现“一句话购物”，直接匹配精准商品并完成下单，完全打破了传统电商的货架模式。重仓具身智能的背后，不仅是反哺自身供应链体系、寻找电商业务以外的新增长点，也是押注未来。2025年3月，刘强东亲自介入技术调研，到访港科大参观机器人实验室，与多模态大模型团队交流，释放出即将发力具身智能的信号。在2025京东全球科技探索者大会上，京东CEO许冉透露，京东已成立具身智能专项部门，刘强东任探索研究院院长，未来三年京东将持续投入人工智能发展，带动万亿人工智能生态规模，同时开放京东场景，服务具身智能企业模型训练及应用测试等。为实现自己具身智能机器人的战略布局，刘强东在全球招募人工智能科学家，并与多所高校深度合作，成立联合实验室。在对外投资上，刘强东更频出大手笔。在74天内完成智能机器人领域的“六连投”，覆盖工业、消费、服务等多个细分赛道。2025年5月开始，刘强东在短短3个月内投资6家具身智能企业，创下“一日3笔领投”的行业纪录，投资对象为千寻智能、众擎机器人和逐际动力三家机器人企业。截至目前，京东在该领域的投资超过50亿元。值得一提的是，刘强东不只是单纯做“投资人”，而是正在构建一个完整的智能机器人生态。（图片来源：猎云网）刘强东的野望不止于“建立机器人大军”，而是通过人形机器人重构京东供应链与零售服务，成为万亿机器人生态的整合者与定义者。依托场景、技术、资金与组织优势，京东正从物流自动化向具身智能全面升级，目标是在2030年实现人形机器人规模化落地，推动行业从实验室走向现实，巩固京东在零售与物流领域的长期竞争力。拿下宇树科技，只是刘强东战略布局的重要一环。该文为BT财经原创文章，未经许可不得擅自使用、复制、传播或改编该文章，如构成侵权行为将追究法律责任。文章系作者个人观点如有疑问及任何意见反馈可直接在评论区留言或发送邮件到btimescaijing@163.com热文推荐授权转载：微信18501990618商务合作：电话17743514315（周先生）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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