刘强东，AI新动作！

新消费日报01-08

文/徐赐豪刘强东在AI方面有了新动作。《科创板日报》记者获悉，京东成立“变色龙业务部”，全面承接JoyAI App、JoyInside具身智能品牌、数字人等核心AI产品的研发打造与商业化落地工作。《科创板日报》记者了解到，京东探索研究院此前曾下设变色龙项目，据业内人士透露，团队核心聚焦AI软硬件融合领域。针对变色龙事业部在京东体系内的属性以及层级，记者向京东方面发去采访需求，截至发稿，暂未获得回应...

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App、JoyInside具身智能品牌、数字人等核心AI产品的研发打造与商业化落地工作。《科创板日报》记者了解到，京东探索研究院此前曾下设变色龙项目，据业内人士透露，团队核心聚焦AI软硬件融合领域。针对变色龙事业部在京东体系内的属性以及层级，记者向京东方面发去采访需求，截至发稿，暂未获得回应。回溯2025世界人工智能大会（WAIC）期间，京东正式推出大模型品牌JoyAI，并发布具身智能品牌JoyInside及AI应用全景图，构建起“大模型+具身智能”的双核心技术架构。据披露，JoyAI大模型涵盖3B到750B全尺寸模型家族，可适配不同场景下的响应速度与性能需求，同时覆盖语言、语音、图像、视频、数字人等多模态能力。京东方面称，JoyAI大模型通过动态分层蒸馏、跨领域数据治理等核心技术，使JoyAI大模型推理效率平均提升30%，训练成本降低70%，大幅提升了模型在产业场景的适配能力。在具身智能赛道，JoyInside已实现与40余家头部机器人和AI玩具品牌的技术对接，包括众擎、云深处、商汤元萝卜、火火兔等，覆盖人形机器人、四足机器人、儿童玩具、AI潮玩等多元载体，为智能终端植入高情商交互“大脑”，使硬件设备对话轮次平均提升超120%。数字人业务已成为京东AI商业化的标杆场景。京东官方数据显示，截至2025年12月，超4.5万家品牌接入其数字人服务，数字人直播成本仅为真人直播的1/10，平均转化率提升约30%。在2025年“双11”期间，采用数字人直播的商家数量同比增长近6倍，全年累计带动商品交易总额（GMV）达数百亿元。值得注意的是，京东推出的“高定数字人”已进入高端品牌直播间，在MCM、COACH等品牌的直播中实现双人互动、细节展示等专业场景，用户停留时长最高提升3倍，转化效果超越80%真人主播。此外，AI消费端布局同样提速。2025年底京东推出自研AI毛绒玩具，首批上线即售罄进行了多轮补货。据悉，全新的第二批AI玩具已经在筹备中，此次新品将推出面向全年龄段人群的AI玩具，将于1月中旬全面上线。海豚社创始人李成东在接受《科创板日报》记者采访时分析，京东成立变色龙业务部，核心是推进AI战略的两大转型：一是组织层面的资源整合，将原本分散的AI业务线统筹协调，形成集团层面的合力；二是业务层面的商业闭环构建，依托自身电商场景与销售能力，推动AI技术从研发走向落地应用。在李成东看来，京东的护城河在于深厚的供应链能力与上游议价权，作为消费电子、3C家电领域的头部销售渠道，这一优势为其 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