Last month, the State Council's "15th Five-Year Plan for Expanding Consumption" placed service consumption in a more important position than goods consumption for the first time. The National Bureau of Statistics also launched its inaugural "Total Retail Sales of Consumer Goods and Services" indicator, officially incorporating service consumption into the national statistical framework. These policy signals have been progressively intensifying, with service consumption poised to take over from goods consumption as the new engine driving domestic demand.
Another key variable in this shift has been AI, which has drawn significant attention since the start of the year. As the industry moves beyond the race for computing power and algorithms, the global AI sector is pivoting toward industrial application and commercial value validation. This is precisely where China's vast manufacturing base and consumer market hold a distinct advantage—whether through innovations in smart products or supply chain efficiency gains, AI is set to reshape the foundational logic of consumption supply. These two trends converged in mid-2026.
On August 13, JD.com (NASDAQ: JD) released its second-quarter and first-half results for 2026. New production factors such as AI have spurred a wave of innovation across the supply chain and product lines, further highlighting the company's super-supply-chain strengths. Meanwhile, a diversified range of lifestyle services centered on home, health, and travel has driven higher user engagement levels.
Service Consumption Expands and Upgrades, Setting New Standards for Daily Life Through Reliable Services
According to the financial report, JD.com generated revenue of RMB 346.4 billion in Q2 2026, with a solid grip on the electronics and home appliances category and steady growth in general merchandise. Service revenue reached RMB 79.3 billion, accounting for 22.9% of total revenue, up from the previous period. In the first half of 2026, total revenue hit RMB 662.1 billion, with service revenue growing 12.9% year-over-year.
Amid the wave of service consumption expansion and upgrades, JD.com is accelerating the extension of its "reliable services" from product fulfillment to a broader array of daily life scenarios. The company now offers a full suite of in-home services, including housekeeping, elderly care, installation and repair, and appliance cleaning. In Q2, service revenue from home-based scenarios jumped 69.6% year-over-year. During the 618 shopping festival, sales for JD.com's routine housekeeping services surged over 200% year-over-year, while appliance cleaning revenue climbed more than 300%.
The speed and scope of in-home services are also being continuously upgraded. JD.com has introduced a 30-minute home repair service, with technicians arriving in as little as 30 minutes after an order is placed, available 24/7. JD Health's at-home rapid testing and nurse visit services have expanded both coverage and testing categories. For two-wheeled vehicles, in-home service can complete tire or battery replacement within 28 minutes, now available across 400 cities nationwide. In response to concentrated air-conditioning orders this summer, over 60,000 JD.com service engineers have been deployed for high-temperature installations, with thousands of support teams dispatched to cities across the country.
In Q2, the national elderly care service consumption subsidy was launched on JD.com, with the first e-commerce transaction in the country completed in Beijing. JD Housekeeping, operating on a self-operated model, has incorporated AI-assisted training tools, requiring all elderly care workers to undergo systematic training covering 20 standardized service procedures to ensure high-quality, professional care for seniors. The company's training base has added specialized courses for elderly care services, gradually rolling out diversified offerings such as assisted bathing and short-term care. Additionally, the first "Smart Comfort for Seniors" aging-friendly experience store under JD Decoration has officially opened, showcasing complete home modification solutions and driving industry upgrades in the senior living sector.
The pet economy represents another significant growth engine in the new consumption landscape. In Q2, JD.com launched the "Anxin Pet" service for dogs and cats, building an end-to-end assurance chain from selection to delivery. JD Pet's ecosystem has established a closed-loop medical service with the country's largest chain of pet hospitals, addressing the challenges of high costs and difficult access to veterinary care. The logistics arm's dedicated pet delivery service, "Jingchongda," has expanded to over 40 cities. JD Travel's "Pet Travel" platform has become the country's first one-stop booking service for pet-friendly flights, hotels, and tickets.
As service consumption becomes a new growth pole, the pain points of "non-standardized, opaque pricing, and inconsistent experiences" are becoming more pronounced. JD.com is leveraging its reliable supply chain capabilities to explore standardized solutions, transforming "individual craftsmanship" into "collective standardization." A critical component is the upgrade of service talent. The company has launched the country's largest-scale blue-collar employment training program, covering 183 frontline service roles, including housekeeping cleaners, maintenance engineers, customer service staff, and auto care technicians. This initiative provides professional, systematic vocational skills and career development plans, continuously refining the training system to match industry needs and fundamentally improving service quality to fuel sustainable growth in service consumption.
Beyond serving lifestyle consumption, JD.com has long been committed to productive services. Leveraging its retail, logistics, industrial, health, technology, and development business segments, the company offers professional services covering the entire corporate development chain, consistently enhancing operational efficiency and industrial competitiveness for businesses. The financial report shows strong growth across service segments in Q2: JD Logistics revenue rose 26.5% year-over-year, JD Health service revenue grew 17.2%, and JD Industrial service revenue increased 16.3%. Backed by its super supply chain capabilities, JD.com has built an integrated, online-to-offline, full-chain service system that delivers highly reliable, quality services to consumers.
The diverse lifestyle services have also boosted user engagement. As of Q2, annual active users, quarterly active users, and JD PLUS members all achieved double-digit year-over-year growth.
AI Deeply Embedded in Real Economy, Redefining Efficiency Frontiers with Physical Intelligence
In the first half of the year, JD.com's R&D investment grew 53.2% year-over-year, maintaining an accelerating pace for three consecutive quarters. These investments are aimed at a clear goal: building a world-class JoyAI foundation model matrix, advancing AI from the digital to the physical world, and creating a decentralized AI entry point with embodied general intelligence. Leveraging its real-world industrial scenarios, the company aims to establish the world's largest physical-world operations center, enabling AI to empower industries and households at scale.
JD.com is building the world's largest embodied data collection center, with the country's first community-based collection site established in Suqian. It has open-sourced EgoLive, the industry's largest human-perspective dataset, marking a significant breakthrough. High-quality, real-world scenario data is the foundation for physical AI to move from the lab to actual industries—each frame of data from retail, logistics, health, and industrial operations corresponds to genuine physical actions and industrial needs. Additionally, the first batch of high-precision datasets from JD.com's data trading platform has been opened to academia, third-party developers, and ecosystem companies, fostering the growth of the embodied intelligence industry.
On the model front, the physical world model matrix has been further refined with the open-sourcing of JoyAI-Echo, a long-form audio-video generation framework; JoyAI-VL-Interaction, a real-time video visual-language interaction model; and JoyAI-Video-Edit, a real-time streaming video editing model, all achieving globally leading performance. JD.com's large models are deeply rooted in industrial applications, prioritizing real-world results. These validated capabilities are being released to the industry through open-source channels, allowing developers and partners to use them and, in turn, feeding improvements back into the broader industrial ecosystem.
Furthermore, the RoboBase project broke ground in Guangzhou in Q2, leveraging JD.com's business ecosystem to build full-lifecycle infrastructure for robotics. Plans call for over 80 RoboBase robot bases nationwide within the next five years. From data collection and model training to industrial validation and after-sales service, JD.com is constructing a complete "R&D-manufacturing-application-service" ecosystem loop for the physical AI era.
Unlike the approach of building models first and then searching for use cases, China's AI development emphasizes deep integration between technology and the real economy: AI capabilities are not born in the lab but cultivated within the industrial chain, and they are validated not in parameter competitions but through real-world operations. The retail, logistics, health, and industrial ecosystem JD.com has built over more than two decades serves as the ideal incubator for this path.
As of Q2, the "Zhilang" goods-to-person solution from JD Logistics has been deployed in over 60 warehouses globally, including in the UK and Germany. The "Yilang" robot has been upgraded from single-arm to dual-arm, completing a full sequence of recognition, suction, grasping, and stacking in just 10 seconds. More than a thousand unmanned vehicles are operating routinely across over 20 provinces, with Shenzhen launching the first nighttime delivery routes. In Zizhong, Sichuan, the company has established the country's largest drone delivery network for rural villages, covering 78 administrative villages with deliveries reaching remote mountainous areas in as little as 7 minutes. From the "Wolf Family" robot fleet to unmanned vehicles and drones, physical AI now covers every operational step—warehousing, picking, handling, sorting, and last-mile delivery—operating at scale across the logistics chain.
The efficiency gains extend beyond logistics lines. In broader industrial service scenarios, AI is also transforming operations. The JoyAvatar digital human has served over 80,000 merchants, with Q2 live-streaming account numbers tripling year-over-year and daily active accounts surging sixfold. During the 618 festival, digital human streaming hours and transaction value both grew more than fourfold year-over-year. JD Industrial's AI agents have served over 3,000 key enterprise clients, compressing data governance for hundreds of thousands of data points from "monthly" to "hourly." The efficiency revolution AI brings to the industrial side is reshaping how the real economy operates.
Once AI's capabilities are repeatedly validated on the industrial side, their value on the consumer side is simultaneously released. In Q2, transaction value for trend products such as AI glasses, AI PCs, large-screen AI phones, and AI learning devices grew 125% year-over-year. JD.com launched the industry's first AI hardware talent competition, "Aidol Creation Camp," with over 50 new products debuting on the platform, achieving a quarter-over-quarter transaction value growth of more than 70%. The JoyInside program saw connected device volumes grow over threefold quarter-over-quarter, now deployed in bedrooms, studies, living rooms, kitchens, and bathrooms. JD Health's AI doctor "Dawei" has linked online consultations, at-home testing, nurse visits, and medication delivery into a seamless service chain, with user numbers growing nearly fourfold year-over-year during 618—AI is transitioning from a technical term to an everyday part of family life.
As consumption moves from the zero-sum game of "meeting basic needs" to the blue ocean of "creating experiential value," AI and services are working in tandem from both supply and demand sides to usher in a new consumption cycle. JD.com has already completed its strategic layout from physical AI to service products. For the company, AI and services are never just new tools or products—they represent a new quadrant opened up for reshaping supply, discovering demand, and charting the future.
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