During JD.com’s earnings call for Q4 and FY2023 on March 6th, Sandy Xu, CEO of JD.com and JD Retail, provided an update on the company’s strategy for international expansion. Xu emphasized the importance of a robust supply chain as the cornerstone of JD.com’s growth beyond domestic borders.
Xu noted that JD.com is always on the lookout for overseas opportunities and is taking measured steps to advance this process. Given JD’s business model and inherent strengths, the company’s approach to global expansion is uniquely tailored.
“JD’s business model is built on supply chain capabilities and centered around user experience. Based on the development of supply chain infrastructure overseas, JD’s business will continue to expand in areas with our unique competitive strengths in global markets,” Xu said. She also provided an overview of JD.com’s current international businesses:
JD Worldwide, the export and import facet of JD Retail, incorporates JD Global Sales, an emerging outbound e-commerce platform dedicated to helping Chinese companies and brands expand their overseas market. JD’s cross-border inbound business, JD Global Buy, has established three direct procurement centers worldwide to enhance cross-border supply chain efficiency. This allows consumers in China to access a wider range of imported products at lower costs while ensuring product safety.
JD Logistics has developed a robust global supply chain, beginning with warehousing and expanding to encompass comprehensive supply chain services. Currently overseeing nearly 90 bonded, overseas, and direct mail warehouses across almost 900,000 square meters, JD Logistics provides extensive support to a broad spectrum of clients, including international enterprises and Chinese brands expanding overseas.
JD Property is expanding its business in Southeast Asia and Europe, with a focus on markets in Vietnam, Indonesia, Singapore, the United Kingdom, and the Netherlands. Its clientele spans international logistics, FMCG (fast moving consumer goods) giants, as well as emerging Chinese companies venturing abroad.
Ochama is an omni-channel retail platform incubated by JD.com in Europe, which utilizes advanced automated logistics technologies and global supply chain capabilities to provide a superior shopping experience for consumers across 24 European countries.
With a focus on supply chain and enhancing the user experience, JD.com will continue to explore opportunities to expand its global footprint. Learn more about JD.com’s businesses with global reach here.
Artificial intelligence is playing an increasingly important role in e-commerce, transforming not only how consumers discover and purchase products, but also how merchants operate and how goods reach customers.
During JD.com’s 2026 Singles’ Day Grand Promotion, more than 50 million AI products were sold. Behind the figure is a growing range of real-world AI applications. From the world’s largest virtual try-ons, to AI shopping assistants, merchant tools and intelligent logistics, JD.com put AI to work across its retail ecosystem during the festival.
Here is a closer look at how JD.com put AI into action during Singles’ Day 2026.
AI Becomes Something Consumers Can Buy
As AI tools become increasingly embedded in everyday work and life, demand for access to AI models and services is growing.
During this year’s Singles’ Day promotion, searches for “Token” on JD.com increased more than 13-fold compared with the preceding period, while sales volumes of LLM token packages grew more than tenfold over the same comparison period.
To make these services more accessible, JD.com launched dedicated marketplaces for AI tokens and software subscriptions, allowing individuals and developers to compare models, purchase tokens and subscribe to AI services in one place.
The marketplaces bring together offerings from leading AI providers, including JD.com’s own JINGDONG Cloud, DeepSeek, Zhipu GLM, ByteDance’s Seed, MiniMax, Kimi and Alibaba’s Qwen, among others. Zhipu AI has also established a self-operated flagship store on JD.com, offering subscriptions including CodingPlan.
During a livestream on November 2, more than one billion AI tokens were given away within the first hour, while sales of AI model token packages during the two-hour livestream increased 20-fold compared with the preceding period.
JD.com also introduced a “Buy a PC, Get AI Tokens” initiative. Customers purchasing selected Dell and Alienware laptops receive a JINGDONG Cloud token starter package, providing access to mainstream open-source AI models and AI agent development capabilities.
Beyond AI software and services, consumers are increasingly embracing AI-enabled hardware. During the Singles’ Day promotion, transaction value across categories including AI PCs, AI workstations, AI cameras, AI glasses and AI recording devices increased by more than 100% year on year.
JD.com is extending AI capabilities into connected devices through JoyInside, its AI technology solution for hardware. As of November 11, JoyInside had recorded more than 70 million cumulative interactions, reaching over one million households.
Making Online Shopping More Interactive and Personalised
With a single uploaded photograph, shoppers can visualise how different clothing items might look on them. AI-powered outfit recommendations and sizing assistance further help consumers find products suited to their preferences and needs.
JD.com’s proprietary Oxygen TryOn model now supports more than 70 million products across over 100,000 fashion stores, making it one of the most extensive AI-powered virtual try-on offerings by product coverage. Fashion brand UR, for example, has enabled the feature for almost its entire product range on JD.com.
This Singles’ Day, JD.com also extended virtual try-on capabilities to eyewear, allowing shoppers to see how different frames might look on their faces within seconds.
Beyond fashion, AI is also simplifying everyday purchases beyond fashion. At 9 p.m. on November 11, Lin Yue, a mother caring for her baby, realised she was running low on diapers. Instead of searching through products and comparing prices, she started a video call with the “Dr. Joy” AI assistant in JD.com’s JoyAI App. While chatting with the assistant, she simply pointed to the product and said, “Help me restock these diapers.” Within seconds, her order was placed.
Such interactions are helping make AI a more practical part of everyday shopping. During the promotion, peak daily active users of the JoyAI App exceeded five times typical levels.
JoyAI video call shopping experience
During this Singles’ Day, JD.com also upgraded Dongdong, its AI shopping assistant integrated directly to the JD.com app. Dongdong helps consumers discover products, compare prices, navigate promotional offers and access after-sales services. Together with JD.com’s AI shopping advisory tools, AI shopping consultation services attracted nearly 80 million active users, an increase of more than 200% year on year.
AI is also finding applications in healthcare. During the festival, consultation orders for JINGDONG Health’s AI doctor, “Dawei”, increased by more than 500% year on year, reflecting growing consumer engagement with AI-powered health advisory services.
Helping Merchants Work Smarter with AI
For merchants, AI is becoming an increasingly practical tool for running their businesses, from preparing product listings, managing shop operations and creating marketing content to analysing performance and serving customers. During Singles’ Day, JD.com’s Jingmai AI Merchant Operations Centre made dozens of AI tools available to merchants, covering product selection, listings, marketing, fulfilment and after-sales services.
By making advanced digital capabilities more accessible, these tools are helping merchants of different sizes manage their businesses more efficiently. Jingmai AI tools have helped 80% of new merchants significantly improve operational efficiency, while providing 96% of merchants with day-to-day operational support and business recommendations. JD.com’s Jingdiandian AI design agent can reduce content production costs by up to 99% and improve overall operational efficiency more than tenfold.
One merchant in the health appliance category saw sales generated through its product detail pages increase by more than 20% after 14 days of using JD.com’s AI content creation tools, compared with the preceding period.
For business diagnostics, AI can identify issues across areas such as advertising performance, product fundamentals, competitive positioning and keyword rankings, and provide targeted recommendations for improvement.
AI-powered livestreaming is another growing application, helping merchants and brands engage customers more consistently and efficiently. At 10 p.m. on November 11, a digital avatar representing Lancôme China’s e-commerce president hosted a special promotional livestream on JD.com’s app. During this year’s Singles’ Day, JD.com’s JoyAvatar digital avatar technology supported more than 100,000 merchants, generating over RMB 1.8 billion in GMV across more than 14 million hours of livestreaming. Digital avatar livestreams also handled more than 3.6 million orders during the late-night or early-morning hours, helping merchants maintain sales around the clock.
Bringing Intelligence into Logistics Operations
The impact of AI extends beyond the shopping app and merchant operations to the logistics network that supports fast fulfilment during Singles’ Day.
JINGDONG Logistics is using its MetaBrain 3.0 logistics LLM to forecast regional order volumes, optimise resource allocation and dynamically coordinate delivery capacity across its nationwide network. Under its coordination, robots and other intelligent systems can work collaboratively across different stages of the supply chain.
The scale of AI-supported operations was particularly evident during this year’s festival. By 11 p.m. on November 11, MetaBrain had performed 320.7 billion order-location checks during the promotion, supporting the coordination of logistics operations at scale.
Meanwhile, robotic arms within JINGDONG Logistics’ proprietary LangzuTech smart logistics solutions had handled a cumulative 15.53 million parcels since their introduction. Across its broader robotics fleet, the volume of orders processed during the festival increased 45% year on year.
JD.com’s 2026 Singles’ Day Grand Promotion brought customers greater choice and convenience through innovation in AI, services and omnichannel retail. As of 11:59 p.m. on November 11, the event had sold more than 50 million AI products and generated over 300 million service orders. First-time customers participating in the promotion purchased an average of six items each, as consumers explored new products, services and ways to shop.
The shopping festival began at 8 p.m. Beijing time on October 12 and ran through November 11. Highlights from this year’s event include:
AI helped consumers turn everyday conversations into completed tasks. For Lin Yue, a mother holding her baby, a video call with the digital assistant in JD.com’s JoyAI App made it possible to reorder diapers without typing. The assistant recommended the product, confirmed the price and placed the order within seconds. The app’s peak daily active users exceeded five times typical levels during the shopping festival. JoyInside, which brings JD.com’s AI capabilities into devices through partnerships with brands and hardware makers, surpassed 70 million cumulative interactions, becoming an AI companion for a million households. Consultation orders for JINGDONG Health’s AI doctor “Dawei” increased more than 500% year on year.
Demand grew for both AI-enabled devices and access to AI models. Transaction value across categories including AI-enabled PCs, workstations, cameras, glasses and recording devices increased more than 100% year on year. Searches for “Token” rose more than 13 times versus the preceding period, while sales of large language model token packages on JD.com increased by more than ten times the preceding period’s volume.
AI supported physical fulfillment at scale. By 11 p.m. on November 11, JINGDONG Logistics’ “MetaBrain”, a logistics LLM, had performed 320.7 billion order-location checks during the festival. Robotic arms within its LangzuTech proprietary smart logistics tech solutions had handled 15.53 million parcels cumulatively since their introduction, while order volumes processed by its broader robotics fleet increased 45% year on year.
AI digital avatar live streaming brought customers closer to brands and their expertise. At 10 p.m. on November 11, an AI digital avatar representing Lancôme China’s e-commerce president launched a promotional livestream, joining more than 20,000 digital avatars livestreaming across JD.com. Such collaborations with brand leaders reflect JD.com’s close supply chain partnerships and shared commitment to authentic products, expert advice and attentive customer service.
Customers increasingly turned to JD.com for everyday services as well as products. Demand spanned home cleaning, appliance cleaning, moving, pet-hair removal, automotive care, charging-pile installation and at-home health testing. Transaction value for multi-visit home-cleaning packages rose more than 550% year on year, while automotive maintenance service orders increased 167%. JD.com’s moving service expanded to 12 cities, with orders growing nearly 300%.
Established brands and emerging merchants recorded growth across categories. Haier, Midea, Hisense, TCL, Gree, Xiaomi and Roborock each exceeded RMB1 billion (approximately US$150 million) in transaction value. More than 2,000 appliance and home brands doubled their transaction value year on year, while over 1,000 brands at JD Super, the supermarket division, grew more than 100%. At JINGDONG Cross-Border, the cross-border import platform, over 200 overseas brands doubled their transaction value versus the preceding period. In fashion, the number of new merchants exceeding RMB10 million (approximately US$1.5 million) in transaction value rose 125% year on year, and 512 emerging fashion brands ranked among the top 10 in their respective subcategories. More than 6,000 industrial product brands on JD Hardware City, the one-stop procurement platform for hardware and industrial products under JINGDONG Industrials, also recorded transaction value growth of more than 100% year on year.
Customer growth extended across retail, health and enterprise procurement. JD Super recorded double-digit customer growth, the number of customers placing orders through JD Global Sales doubled, and the number of health-checkup customers increased 300% year on year. The number of businesses served by JD.com’s AI procurement assistant rose 42% versus the preceding period. These were among the customer growth highlights across JD.com’s businesses.
Omnichannel retail connected online shopping with in-store experiences and professional services. JD.com’s 34 JD MALL locations, more than 200 JD Appliance City Flagship Stores and nearly 18,000 JD Home Appliance Stores recorded over 13.4 million visits. These locations served as product showrooms and professional service hubs, bringing support closer to consumers. Transaction value on JD NOW, JD.com’s instant retail service, increased 42% year on year.
Joybuy brought the shopping festival to local customers in Europe. JD.com’s European online retail business launched its Singles’ Day Grand Promotion on November 9. Home appliance transaction value increased more than nine times year on year, with brands including TCL, Apple, Samsung, Nintendo, Sony, ECOVACS and Changhong proving popular with local customers.
JD.com continues to create value through its supply chain capabilities and innovative AI applications. Together, these strengths help brands and merchants unlock new growth while providing consumers with quality products and services at competitive prices.