向物理AI跃迁：详解京东“超级供应链”如何构建可持续商业生态

中国经营报09-17

9月15日，在中国经营报社主办的“价值重构智启新章——2026中国企业可持续发展行动大会”上，京东集团副总裁吴猛发表了题为《向物理AI跃迁——以“超级供应链”构建可持续发展商业生态》的主题演讲，系统阐述了京东在员工、社会可持续发展、AI与物理世界融合、商业生态共建三个维度的实践与思考。　　“在新时代，可持续发展已从企业的加分项变为必选项。企业可持续发展不再局限于自然生态环境保护，还包含员工可持续...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2668394859?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-17 06:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2668394859","market":"hk","top_or_hot":-1,"title":"向物理AI跃迁：详解京东“超级供应链”如何构建可持续商业生态","media":"中国经营报","content":"<div>\n<p>9月15日，在中国经营报社主办的“价值重构智启新章——2026中国企业可持续发展行动大会”上，京东集团副总裁吴猛发表了题为《向物理AI跃迁——以“超级供应链”构建可持续发展商业生态》的主题演讲，系统阐述了京东在员工、社会可持续发展、AI与物理世界融合、商业生态共建三个维度的实践与思考。　　“在新时代，可持续发展已从企业的加分项变为必选项。企业可持续发展不再局限于自然生态环境保护，还包含员工可持续...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609173876497048.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>向物理AI跃迁：详解京东“超级供应链”如何构建可持续商业生态</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n向物理AI跃迁：详解京东“超级供应链”如何构建可持续商业生态\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-17 06:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202609173876497048.html><strong>中国经营报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月15日，在中国经营报社主办的“价值重构智启新章——2026中国企业可持续发展行动大会”上，京东集团副总裁吴猛发表了题为《向物理AI跃迁——以“超级供应链”构建可持续发展商业生态》的主题演讲，系统阐述了京东在员工、社会可持续发展、AI与物理世界融合、商业生态共建三个维度的实践与思考。　　“在新时代，可持续发展已从企业的加分项变为必选项。企业可持续发展不再局限于自然生态环境保护，还包含员工可持续...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609173876497048.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516738.SGD","symbol_name":"Allianz Hong Kong Equity AT Acc SGD","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609173876497048.html","article_id":"2668394859","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609173876497048.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2668394859","pubTimestamp":1789599356,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"9月15日，在中国经营报社主办的“价值重构智启新章——2026中国企业可持续发展行动大会”上，京东集团副总裁吴猛发表了题为《向物理AI跃迁——以“超级供应链”构建可持续发展商业生态》的主题演讲，系统阐述了京东在员工、社会可持续发展、AI与物理世界融合、商业生态共建三个维度的实践与思考。“在新时代，可持续发展已从企业的加分项变为必选项。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK1591":"就地过年概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU1044875133.USD":"天利亚洲反向股票 AU Acc","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","09618":"京东集团-SW","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0228659784.USD":"施罗德金砖四国基金","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1610":"ETF&股票定投概念","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1575":"同股不同权","JD":"京东","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK1502":"双十一","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0048580855.USD":"富达大中华区A","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","BK1142":"互联网与直销零售","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK1588":"回港中概股","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","BK1615":"港股-互联网","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1619":"稳定币概念","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1249":"综合零售","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC"},"translate_title":"Leaping to Physical AI: A Detailed Explanation of How JD.com's \"Super Supply Chain\" Builds a Sustainable Business Ecosystem","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"09618":1.97,"JD":1.97},"content_text":"9月15日，在中国经营报社主办的“价值重构智启新章——2026中国企业可持续发展行动大会”上，京东集团副总裁吴猛发表了题为《向物理AI跃迁——以“超级供应链”构建可持续发展商业生态》的主题演讲，系统阐述了京东在员工、社会可持续发展、AI与物理世界融合、商业生态共建三个维度的实践与思考。　　“在新时代，可持续发展已从企业的加分项变为必选项。企业可持续发展不再局限于自然生态环境保护，还包含员工可持续发展与社会价值层面的可持续发展。”　　他指出，AI真正创造价值的场域不在实验室，而是在物理世界的真实业务场景中。　　员工与绿色：把可持续写进运营细节　　众所周知，京东最早起家于北京中关村。但在二十年前总部选址时，京东管理层即决定不在核心城区建设总部，以避免对北京市交通和公共资源造成压力，当时京东仅有约100名员工，而当时最大胆的设想是不过1万人。　　不过，也正是“企业要对社会负责”这一决策为京东后来的规模化发展预留了充足空间，如今京东亦庄总部园区已有6万人办公，未来京东总部在亦庄将可以容纳10万名员工，成为全球员工容纳数最大的单体办公园区。　　更值得关注的是，京东在员工层面的投入数据。　　京东签署正式劳动合同、足额缴纳五险一金的员工总数超90万人，其中约70万人为快递、外卖一线从业者，京东也是行业内唯一为全职骑手、快递人员签订劳动合同的平台企业。仅五险一金一项，年度支出近200亿元，与企业利润规模大体相当，整体人力资本总投入超1800亿元。　　“让每一位劳动者被尊重、被守护、有奔赴，是企业可持续发展最坚实的基础。”他表示。　　在环境维度，京东物流环节的多项量化指标同样体现了可持续理念：快递箱瓦楞纸从五层降至三层，每年减少纸张消耗约2万吨，相当于约52万棵树木；封箱胶带宽度从53mm缩减至40mm，累计减少塑料使用约1.4万吨，节约胶带长度可绕地球约35圈；仓储光伏及绿色用电规模接近10万兆瓦；“青绿计划”2025年产生约3亿张绿色订单；以旧换新回收的电子废弃物总量，可堆满约80个鸟巢体育场。　　物理AI：在真实场景中淬炼AI能力　　在AI浪潮之下，京东将AI视为企业可持续发展的关键引擎。京东坚持“场景先行、技术适配”的落地逻辑，区别于行业普遍“先研发技术、再寻找场景适配”的模式，京东是依托海量实体业务场景淬炼的AI能力。　　京东在2026京东全球科技探索者大会（JDD）上已发布物理AI规划：建设10万卡国产智算集群，打造可控的超大规模算力底座；两年内采集超过1000万小时人类真实场景视频数据，建设全球最大的具身数据采集中心；在全国布局80个机器人产业基地；成立“机器人零部件产业发展联盟”，打造全球最大机器人零部件供应商；京东零售2028年前投入百亿资源，推动机器人产品进入百万个终端场景，打造全球最大的机器人零售渠道；京东物流五年内部署300万台机器人、100万台无人车和10万架无人机；建立全球最大的机器人维修服务网络。　　目前京东拥有超过3000个真实物理运营场景，覆盖仓储、配送、零售等环节，这些场景为AI模型训练和部署提供了数据基础和应用场景。　　以消费电子新品上市为例，目前京东通过AI前置备货系统可将特定区域、特定型号的需求预测准确率提升至约95%，从而大幅降低了库存冗余和履约成本。　　坚守长期主义：构建多方共赢的商业生态　　“真正的可持续发展从来不是零和博弈，竭泽而渔，任何一个行业，由单一企业独占产业链大部分利润都是不可持续的。”　　针对当下互联网行业发展乱象，吴猛直言，部分流量型平台存在压榨商家、劳动者权益保障缺失、恶性价格竞争等问题，以短期流量透支行业长期发展空间，背离了可持续商业的核心逻辑。　　在他看来，企业可持续经营需要坚守三大底线：坚持抵制行业“内卷”，拒绝以牺牲行业未来换取短期业绩增长，让市场竞争回归产品创新与技术迭代；坚守实体经济经营初心，将用户、商家视为价值共创伙伴，持续输出真实的产品与服务价值；搭建公平透明的利益分配机制，实现平台、商家、劳动者三方协同共赢。　　针对AI自动化迭代带来的就业结构变革，京东推出“涅槃计划”以应对行业挑战。　　据悉，京东将依托全国80余个机器人产业基地、10个专业培训认证中心，面向一线员工开展机器人运维、智能设备检修等新型技能培训，助力传统蓝领劳动者完成职业迭代。按照规划，未来五年京东将创造超10万名机器人维修工程师就业岗位，帮助从业者适配AI时代产业需求。　　“企业的可持续发展，归根到底是人的可持续发展。”吴猛以一位47岁京东快递小哥转型机器人维修为例，指出AI时代最重要的目标是让人的生活更加美好，而前提是“让每一个人都不掉队”。（文章来源：中国经营报）","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":"","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2668394859","isCrawlerRequest":true}