让AI规模化赋能千行百业京东把AI“种”进供应链每个环节

经济参考报09-03

近期，京东正式发布“超脑”大模型3.0，京东表示，这是物流行业首个从仓储到配送全程由AI“指挥”的工业级大模型应用集成体，也是AI大模型在供应链全链路全流程最大规模的应用。市场分析认为，此番布局目标明确，即依托京东真实产业场景，建设全球最大的物理世界运营中心，让AI规模化赋能千行百业、走进千家万户。　　把AI“种”进产业土壤　　财报数据显示，京东研发开支由2025年第二季度的53亿元增加37.7%...

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chain.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09618":1.98,"JD":1.98},"content_text":"近期，京东正式发布“超脑”大模型3.0，京东表示，这是物流行业首个从仓储到配送全程由AI“指挥”的工业级大模型应用集成体，也是AI大模型在供应链全链路全流程最大规模的应用。市场分析认为，此番布局目标明确，即依托京东真实产业场景，建设全球最大的物理世界运营中心，让AI规模化赋能千行百业、走进千家万户。　　把AI“种”进产业土壤　　财报数据显示，京东研发开支由2025年第二季度的53亿元增加37.7%至2026年第二季度的73亿元。在研发开支占收入的百分比方面，2026年第二季度为2.1%，2025年第二季度为1.5%，公司解释称，主要由于公司持续投入技术能力和人才。同时，公司研发投入上半年同比增长53.2%。　　京东的研发投入已体现在许多方面。在产业链应用方面，京东的物理AI已经深度嵌入供应链全链路。财报数据显示，第二季度，京东工业的大模型JoyIndustrial从AI工具升级为AI专家，重心迈向全面产业落地。同时，上半年，京东工业部署超过70个AI智能体，覆盖从采购到履约全链路，实现AI驱动增长和人效提升。　　与此同时，在服务产业方面，京东数字人JoyAvatar累计服务超8万家商家，二季度数字人开播账号数同比增长3倍，日均活跃开播账号激增6倍，“618”期间数字人开播时长与成交金额均同比增长超4倍。京东工业的AI智能体已服务超3000家重点企业客户，重点解决工业供需信息不匹配等痛点，将十万级数据治理由“月级”压缩至“小时级”。　　京东近期发布的“超脑”大模型3.0则构建了决策AI、流程AI、物理AI三位一体的技术体系，按照供应链决策的自然逻辑协作：决策AI先求解全局最优，流程AI再将决策转化为跨系统协同指令，物理AI最后在真实世界中执行并实时反馈，形成“感知—预测—决策—执行—反馈”的闭环。　　京东表示，在决策AI方面，公司供应链规划从过往依赖经验与静态方案，升级为数据驱动、全局协同、动态优化的智能体系；在流程AI方面，一线员工跨系统查询、反复核对、手工下发等重复性工作由AI助手接管，员工专注于复杂判断和现场管理，仓储运营数据显示，员工作业提效13.8%；在物理AI方面，京东表示，截至当前，“异狼”分拣机械臂已在多个物流园区24小时常态化运行，累计完成上千万真实包裹的抓取与码放验证，“独狼”无人车已在全国多地及沙特等海外试点运行。　　让AI“走”进千家万户　　从产业端延伸至消费端，京东正在把在真实场景中验证过的能力开放给更多家庭。　　在智能服务生态方面，京东JoyInside截至今年“618”期间的累计接入设备量环比去年京东“11.11”增长超3倍，已率先在卧室、书房、客厅、厨房、浴室等家庭场景实现智能产品的开发和应用；AI医生“大为”深度融合在线问诊、到家快检、护士上门及药品履约全流程能力，真正实现“咨询即服务”，“618”期间服务用户数同比增长近4倍。此外，京东外卖全新推出AI智能头盔，集AI语音助手、单王带路、一键SOS求助、商户环境核验四大功能于一体，让AI从“屏幕里”走到骑手的“头盔上”。　　与此同时，在零售端，京东联合合作伙伴发起行业首个AI硬件选秀“Aidol创造营”，超50个新品通过创造营亮相并在京东首发，二季度成交额环比增长超70%。来自京东的真实用户洞察和供应链能力，正在帮助更多AI硬件从技术概念变成货架上的商品，从产业走向千家万户。　　在加速建设物理世界运营中心的过程中，京东发布“超脑”大模型3.0，标志着供应链AI正在从“能看、能算”走向“能决策、能执行”，这是AI在供应链领域的重要应用突破：第一次实现大规模自主决策，让AI不再只是辅助分析工具，而是开始规模化参与仓储、运输、分拣和末端配送等真实作业，逐步推动物流行业实现从仓储到末端配送的全链路无人化，让AI真正走出实验室，打通大模型产业落地的“最后一公里”，成为真正持续为产业创造价值的AI生产力。　　业内人士表示，AI能否真正转化为生产力，取决于其能否在真实的产业链中持续运转、持续产生可量化的效益。而京东AI战略的底层逻辑和路径正是“从产业中来，到产业中去”，AI的能力不在实验室里生成，而在产业链上生长；不在参数竞赛中验证，而在真实运转中被检验。京东二十余年构建的零售、物流、健康、工业生态，恰好构成了这一路径的孵化器。（文章来源：经济参考报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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