By Liu Huafang | Produced by Xiaofang Xia
Beijing Yizhuang is a land of remarkable innovation, home to the World Robot Conference, the Humanoid Robot Half Marathon, Rocket Street, and driverless taxis—a hub of transformative power shaping the future.
When it comes to AI, the hottest topic of the moment, technological breakthroughs have already extended from here. During this year’s JD.com 618 shopping festival, beyond the surge in online and offline sales figures, several AI-related numbers stand out.
- During JD.com 618, the transaction volume of numerous AI trend products, including AI glasses, AIPC, large-screen AI phones, and AI learning machines, grew 100% year-on-year. The transaction volume of AI mini workstations and AI sensing devices surged over 20 times year-on-year. Sales of JD-made AI toys grew over 150% month-on-month, while smart home and lifestyle new products saw a 20-fold year-on-year increase in transaction volume.
- JD Health’s AI doctor, significantly upgraded to a comprehensive health butler covering the entire process, achieved a user base growth of over 4 times year-on-year. The AI nutritionist fielded over one million inquiries, driving a 4-fold month-on-month increase in order volume. The AI pharmacist, equipped with 40 million authoritative knowledge sources and a drug intelligence model covering over 25 million SKUs, achieved a medication risk interception accuracy rate of up to 99.6%. The AI Jingyi intelligent agent cluster serves across multiple channels, precisely matching AI-recommended health solutions with user needs, resulting in a conversion rate increase of over 40%.
- JoyStreamer digital human livestreaming achieved leapfrog growth. During JD.com 618, the average daily number of merchants livestreaming increased 5 times year-on-year, cumulative GMV driven by livestreaming grew 100% year-on-year, and the order conversion rate improved by 77% year-on-year. The “Jingdiandian Oxygen Vision” design agent assisted industries in batch-producing AI-generated graphic and video content, boosting merchant operational efficiency by over 10 times.
- The JoyAI large model covers over 3,000 business scenarios, with token call volume reaching 7.7 times that of the same period last year. The world’s largest embodied intelligence data collection center has accumulated 10 million hours of real-world scene video data.
As early as the launch of this year’s JD.com 618, JD.com stated that this edition marks the first time the event has fully integrated AI across all scenarios and industries. It is not only a comprehensive AI application experience for consumers but also a major drill for AI in merchant operations and supply chain management.
From Hardware Showcase to Smart Shopping Guide: JD.com 618 Ignites an AI Shopping Scene Revolution
This year’s JD.com 618, AI hardware new products, digital human livestreaming, AI shopping—the application and outcomes of AI capabilities are subtly permeating consumers’ purchase decision-making processes.
AI new products are sparking a trend storm in smart categories. This year, JD.com 618 specially launched a livestreaming segment called “Aidol Creation Camp.” Starting from late May, it brought together industry leaders like Lenovo, Ugreen, Honor, Thunderbird, and iFLYTEK, as well as emerging brands and crowdfunding projects like Guangfan, Zaowu Shidai, BodyPark, nuna, and Mozhao, to kick off an AI hardware livestreaming talent show. Over 50 novel and unique AI products took turns on stage, competing in a showcase that ignited the smart living trend of JD.com 618.
JD.com’s embodied intelligence smart products under JoyInside also underwent a major upgrade, not only presenting the “AI Home Scene Product Group” collectively but also expanding consumers’ understanding of smart product application scenarios. In the first 52 hours of the opening, transaction volume for new AI home appliances and lifestyle products integrated with JoyInside grew 200% month-on-month. Sales of AI educational toys like the Chick Chick Point Reading Pen, Xueersi Mobi Thinking Machine, and Xingyun Baobei Xingxing Cat grew 500% month-on-month. Novel products like the Xiaolong AI Magic Printer and Kaimisi Robot Dog led the trend in popularity.
Beyond the rich array of novel AI products, JD.com 618 also brought consumers a series of unexpected and delightful experiences, powered by AI capabilities.
On Children’s Day (June 1st), JD.com Livestream specially produced the “JD.com 618 · Cyber Gala,” inviting over a hundred brand IPs, including the Monkey King, Brother海尔, Big Head Son, Capybara Yellow Dolphin, and Afanti, to launch the industry’s first AI-powered shopping livestream gala. Using JoyStreamer digital human technology, it created an immersive experience. The gala’s livestream achieved over 500 million exposures online, with millions of users watching and buying simultaneously, driving brand sales growth of over 3 times year-on-year.
Leveraging AI Agent, JD.com is also continuously expanding its diverse AI shopping scene layout. Currently, JD.com has integrated with intelligent agents from major smartphone manufacturers, including Huawei Xiaoyi, OPPO Xiaobu, and Honor YOYO, through the A2A (Agent to Agent) model. Users can conduct shopping inquiries with JD.com’s AI shopping assistant within these phone agents, enabling product comparisons, coupon collection, and order placement—truly achieving “ask, answer, and buy instantly,” allowing consumers to experience a more novel and convenient shopping experience.
From “Toolbox” to “Think Tank”: AI Fully Empowers Merchant Operations
On one hand, AI influences consumers’ shopping experiences; on the other, it profoundly impacts merchants’ operational outcomes. During this JD.com 618, over one million merchants used AI to reduce costs and increase efficiency.
This year’s JD.com 618, AI has been fully integrated into merchant decision-making processes across areas like operational diagnostics, product operations, marketing placement, livestream conversion, and customer service after-sales. This is a super practical stage for the AI e-commerce era and a dividend pool for brands and merchants to create more possibilities and imagination for JD.com 618.
In March this year, JD.com’s “Spring Dawn Plan” launched three major initiatives: “Deposit Reduction to Aid Cost Reduction, Free AI Tools to Aid Efficiency, and Value 10 Billion Yuan Advertising Subsidies to Aid Growth.” Among them, JD.com made 14 “Jingmai” AI tools freely available to merchants. From the “AI Business Opportunity Intelligence Analysis” tool helping merchants with product selection and pricing, to JD.com’s official merchant smart customer service “Jingxiaozhi 5.0” and JD.com’s official digital human livestreaming tool, these initiatives tangibly lower the operational threshold for new merchants and drive overall operational efficiency improvements.
Livestreaming is both a scene increment and a cost variable. JD.com offers free digital human livestreaming services to merchants, helping them quickly set up 24/7 uninterrupted livestream rooms. In the first 4 hours of the JD.com 618 opening, relying on the JoyAI large model, JD.com’s digital human JoyStreamer achieved breakthroughs in both scale and sales, with the number of livestreaming merchants increasing 6 times year-on-year and livestream-driven transaction volume exceeding 70 million yuan.
AI applications in more scenarios are creating value for merchant operational efficiency. In the first 4 hours of the JD.com 618 opening, JD.com’s JoyMarketing interactive marketing platform saw total interactions exceed 22 million; the Jingdiandian Oxygen Vision design agent served over one million merchants, helping them improve overall store operational efficiency by over 10 times; and the AI customer service “Jingxiaozhi” saw large model service volume increase 14 times year-on-year.
JD.com Advertising also launched a full-funnel AI Agent for ad placement called “Jingxiaotong.” Based on each merchant’s unique operational profile, the traffic patterns of different promotional stages, and the successful experiences of millions of merchants, it customizes promotional strategies for each merchant. During the JD.com 618 opening, it was called upon millions of times, helping merchants achieve efficient decision-making and operational cost reduction.
Outsiders watch the excitement, insiders understand the nuances. During this JD.com 618, brand merchants are undergoing a leapfrog upgrade in their core capabilities. AI is evolving from a “toolbox” to a “think tank,” becoming a must-have and a key capability system for merchants.
This JD.com 618, we see JD.com’s AI transcending the front end, fully empowering the AI-driven transformation of merchant operational capabilities. It is the AI brain most attuned to operational scenarios, a reward for JD.com’s long-term deep cultivation of the merchant ecosystem and AI technology innovation. At the same time, we also see AI reshaping the capability landscape of the retail industry. Brand merchants need to quickly enter the AI era, from mindset to practice, from marketing to operations, from today to the future.
Creating the Most Valuable AI: Industrial Depth is JD.com’s Trump Card
In 2025, JD.com proposed that the value of artificial intelligence equals Model × Experience × (Industrial Depth)². Compared to applications on the user experience front, the supply chain has been bound to JD.com’s AI earlier and more deeply.
In JD.com’s first-quarter financial report, the company stated that, deeply embedded in thousands of specific scenarios across retail, logistics, healthcare, and industry through its super supply chain, JD.com’s AI has built a full-chain layout from infrastructure to industrial depth to user experience. This allows AI to create productive forces serving the real economy through interaction with the physical world, aiming to build JD.com into the world’s largest physical world operations center.
This year’s JD.com 618, the Logistics Superbrain large model achieved deep AI application in over 1,000 core scenarios, dynamically planning optimal transportation routes for tens of millions of order packages. It’s like equipping each package with a real-time navigation system: surging volumes, changing road conditions, abnormal weather—the Superbrain model senses and responds dynamically in real-time, transforming “post-event repair” routing adjustments into “real-time prediction,” significantly reducing empty vehicle runs and transfer costs.
The AI Map Inventory Diagnostic Assistant is JD.com’s unique skill, helping merchants solve the most headache-inducing inventory decision-making problem during JD.com 618. The AI Map overlays and analyzes regional consumption characteristics, historical sales distribution, and current inventory status across the country, providing precise replenishment recommendations: not just “whether to replenish,” but also telling merchants “where and how much to replenish.” Data shows this capability helps merchants improve inventory turnover efficiency by 30% to 40%.
As a technology and service enterprise based on the supply chain, JD.com possesses the richest application scenarios for AI and automation technology, with enormous potential to continuously improve experience, reduce costs, and increase efficiency. Industrial depth is JD.com’s trump card and the moat for its AI. JD.com holds a unique industrial advantage in the penetration rate of physical AI into the real economy.
In 2007, JD.com started building its own logistics network. Peers didn’t understand, and outsiders thought “JD.com was foolish.” Later, JD.com clarified its positioning as a “technology and service enterprise based on the supply chain.” Peers still didn’t get it, and outsiders questioned “JD.com was too slow.”
In 2026, when Liu Qiangdong proposed that JD.com aims to become the world’s largest physical world operations center, everyone slammed the table in sudden realization: While global tech giants are frantically rushing into physical AI, JD.com had already started laying the groundwork and cultivating it so early.
The First Year of AI E-commerce: JD.com AI is Fully Present
From PC e-commerce to mobile e-commerce, social e-commerce, livestream e-commerce, and now AI e-commerce, the e-commerce ecosystem has been constantly evolving. Each era has its dividend period, and each era sees new rising players.
2026 marks the first year of AI e-commerce, and JD.com 618 is destined to become a landmark footnote in this AI journey. JoyInside is redefining smart products; 80 million “Jingyan” users are experiencing AI shopping; JD.com’s digital humans are entering the livestream rooms of small and large merchants; over a hundred merchants have AI think tanks; the Superbrain model is planning the route for every package in the background; the AI Map has helped every brand merchant prepare their inventory plans…
From front-end to back-end, from people to products to scenes, JD.com AI is fully present.
Retail is the most fundamental unit of the social economy, carrying everyone’s lifestyle. This JD.com 618 shows us that a new consumption era centered around AI is arriving.