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千问发布推理模型;星海图完成股改丨产业互联网周报

亿邦动力 2026-02-01 18:46
亿邦动力 2026/02/01 18:46

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本周产业互联网领域发生多件重大事件,涉及AI技术突破、企业战略发布和市场趋势。

1. 阿里发布千问旗舰推理模型Qwen3-Max-Thinking,参数超万亿,在性能基准测试中超越GPT-5.2、Claude Opus 4.5和Gemini 3 Pro等顶尖模型,创下全球新纪录。

2. 京东工业启动“百舸千帆”计划,联合3M中国、世达工具等龙头企业,目标通过四方联动服务千家重点客户,实现商用货盘业务规模倍增。

3. 腾讯云整体实现规模化盈利,游戏业务海外收入占比超30%,全年超100亿美元。

4. 京东政企业务发布企业年货节采购指数,揭示6大新趋势:健康福利需求翻倍增长、智能办公设备需求上升、电子年货成礼赠主流、冰雪经济带动防寒文旅消费、卡券采购异军突起、区域采购分化协同增长。

5. 腾讯元宝内测“元宝派”AI社交功能,支持创建多人社交空间,AI作为助手参与活动,并深度打通微信QQ社交链。

6. 百度文库和网盘合并为个人超级智能事业群组,由王颖负责,旨在推动AI化业务增长。

7. 京东上线两款AI社交APP:“东东”针对55-64岁银发群体,“JoyAI”面向年轻用户,均整合京东生态服务如购物和问诊。

8. 具身智能企业星海图完成股改,更名为股份有限公司,专注机器人本体研发,其开放世界数据集下载量超50万次。

9. 浙江人形获4.5亿元Pre-A轮融资,累计融资22亿元,规划2026年建设50个示范场景,专注于人形机器人技术攻关。

品牌合作机会和消费趋势洞察是本周焦点,提供营销和渠道建设启示。

1. 京东工业“百舸千帆”计划涉及品牌渠道建设,联合3M中国、世达工具等核心品牌,通过总部与区域联动服务客户,实现业务倍增,为品牌商提供规模化合作模式。

2. 企业年货节采购趋势显示消费新动向:健康福利品类需求翻倍增长,反映用户健康关切;智能办公设备在制造业需求上升,揭示产品研发方向;电子年货成礼赠主流,数码品类领跑,表明用户行为偏好变化。

3. 京东AI社交APP“东东”针对银发青年群体,整合购物和问诊服务,体现用户行为观察,为品牌定价和产品设计提供参考;冰雪经济带动防寒文旅消费,提示季节性营销机会。

市场增长机会和需求变化是核心,提供可学习点和风险提示。

1. 京东工业“百舸千帆”计划提供增长机会,通过联动品牌服务重点客户,实现规模倍增,卖家可借鉴此合作模式拓展市场。

2. 企业采购趋势揭示消费需求变化:健康福利需求翻倍,智能办公设备在制造业“产能拉满”,冰雪经济带动防寒文旅升温,卡券采购便捷化兴起,区域采购分化,卖家可据此调整策略抓住新机会。

3. 具身智能企业星海图完成股改和浙江人形获融资,显示新兴领域机会,但需关注技术风险;AI社交APP如腾讯“元宝派”和京东“JoyAI”提供新商业模式,卖家可学习整合服务应对需求。

产品研发和数字化机会突出,启示商业创新。

1. 具身智能领域提供产品设计需求:星海图专注机器人本体研发,其VLA模型G0和开放数据集下载量全球前列;浙江人形融资22亿元规划50个示范场景,聚焦关键技术攻关,为工厂带来机器人生产机会。

2. AI技术如阿里千问模型性能突破,参数超万亿,推进数字化应用;百度重组事业群推动AI化,启示工厂电商转型。

3. 京东工业计划联合品牌服务客户,涉及供应链合作;企业采购趋势中智能办公设备需求增长,提示工厂可开发相关产品。

AI和智能技术发展趋势是重点,提供解决方案和客户痛点洞察。

1. 行业技术突破:阿里千问推理模型性能媲美GPT-5.2,通过强化学习和创新拓展边界;具身智能企业如星海图和浙江人形进展,显示机器人技术趋势。

2. 新技术应用:腾讯“元宝派”AI社交功能整合会议音视频能力,提供多人空间解决方案;百度重组事业群聚焦AI增长曲线;京东AI APP如“JoyAI”作为万能助手解决用户问题。

3. 客户痛点应对:企业采购趋势中健康福利需求翻倍、智能办公需求上升,揭示痛点;服务商可开发相关数字化方案,如腾讯打通社交链优化体验。

平台运营和招商策略是关键,涉及需求管理和风向规避。

1. 商业需求应对:京东工业“百舸千帆”计划通过招商联动百家品牌,服务千家客户,实现规模增长,提供平台招商和运营管理范例。

2. 平台最新做法:腾讯“元宝派”深度打通微信QQ社交链,支持一键导入和高质量共娱,优化用户体验;百度重组个人超级智能事业群组,整合文库网盘资源。

3. 风向规避启示:企业采购趋势中区域采购分化和卡券兴起,提示平台需调整策略;京东AI APP如“东东”针对特定群体,展示平台服务差异化。

产业新动向和商业模式创新是焦点,提供研究启示。

1. 技术新动向:阿里千问模型性能全球领先,突破推理边界;具身智能企业星海图股改和浙江人形融资22亿元,规划示范场景,显示人形机器人产业进展。

2. 商业模式分析:腾讯云整体盈利和游戏收入超100亿美元,提供成功案例;京东工业“百舸千帆”计划四方联动模式,揭示合作创新;AI社交如“元宝派”作为多功能空间,拓展应用边界。

3. 市场问题观察:企业采购趋势中健康福利需求翻倍、冰雪经济消费升温,反映新问题;政策建议可从百度AI化重组和京东政企数据发布中提取启示。

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Quick Summary

This week witnessed significant developments in industrial internet, spanning AI breakthroughs, corporate strategy announcements, and market trends.

1. Alibaba launched its flagship reasoning model Qwen3-Max-Thinking, which boasts over a trillion parameters and set a new global record by outperforming top models like GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark tests.

2. JD Industrial launched the "Hundred Boats and Thousand Sails" plan, partnering with industry leaders like 3M China and Sata Tools to serve 1,000 key clients through a four-party linkage model, aiming to double the scale of its commercial cargo business.

3. Tencent Cloud achieved overall scale profitability, with overseas gaming revenue exceeding 30% of total gaming revenue and surpassing $10 billion for the full year.

4. JD's government and enterprise business released a corporate New Year shopping procurement index, revealing six new trends: doubling demand for health benefits, rising demand for smart office equipment, digital New Year gifts becoming mainstream, winter sports economy boosting cold-weather cultural tourism consumption, surge in gift card/coupon procurement, and differentiated yet synergistic regional procurement growth.

5. Tencent Yuanbao is testing its "Yuanbao Pai" AI social feature, enabling creation of multi-user social spaces where AI assistants participate in activities, deeply integrated with WeChat and QQ social chains.

6. Baidu merged its Wenku and Wangpan services into a Personal Super Intelligence Business Group under Wang Ying's leadership to drive AI-powered business growth.

7. JD launched two AI social apps: "Dongdong" targeting the 55-64 silver-haired demographic, and "JoyAI" for younger users, both integrated with JD ecosystem services like shopping and medical consultations.

8. Embodied AI firm Xinghai Tu completed its shareholding reform, renamed as a joint-stock company, focusing on robot本体 R&D, with its open-world dataset downloads exceeding 500,000.

9. Zhejiang Humanoid secured 450 million yuan in Pre-A funding, totaling 2.2 billion yuan, planning to build 50 demonstration scenarios by 2026 while focusing on humanoid robot technology breakthroughs.

Brand collaboration opportunities and consumer trend insights were this week's focus, offering marketing and channel development implications.

1. JD Industrial's "Hundred Boats and Thousand Sails" plan involves brand channel construction, partnering with core brands like 3M China and Sata Tools to serve clients through headquarters-regional linkage, achieving business multiplication and providing scalable cooperation models for brands.

2. Corporate New Year procurement trends reveal new consumption shifts: doubled demand for health benefit categories reflects user health concerns; rising smart office equipment demand in manufacturing indicates product R&D directions; digital New Year gifts becoming mainstream with digital categories leading shows changing user behavior preferences.

3. JD's AI social app "Dongdong" targets the silver-haired demographic with integrated shopping/consultation services, reflecting user behavior observations for brand pricing/product design reference; winter sports economy driving cold-weather cultural tourism consumption suggests seasonal marketing opportunities.

Market growth opportunities and demand changes are core, providing actionable insights and risk alerts.

1. JD Industrial's "Hundred Boats and Thousand Sails" plan offers growth opportunities through brand collaboration serving key clients, achieving scale multiplication - sellers can learn from this partnership model for market expansion.

2. Corporate procurement trends reveal demand shifts: health benefit demand doubling, smart office equipment at full capacity in manufacturing, winter sports boosting cold-weather tourism, convenient card/coupon procurement emerging, regional procurement differentiation - sellers can adjust strategies accordingly.

3. Embodied AI firms Xinghai Tu's share reform and Zhejiang Humanoid's funding show emerging field opportunities but require technical risk awareness; AI social apps like Tencent's "Yuanbao Pai" and JD's "JoyAI" offer new business models for sellers to learn service integration approaches.

Product R&D and digitalization opportunities stand out, inspiring business innovation.

1. Embodied AI field presents product design demands: Xinghai Tu focuses on robot本体 R&D with its VLA model G0 and top-ranked open dataset downloads; Zhejiang Humanoid's 2.2 billion yuan funding for 50 demonstration scenarios targets key tech breakthroughs, bringing robot production opportunities.

2. AI tech like Alibaba's Qwen model performance breakthrough (trillion+ parameters) advances digital applications; Baidu's business group restructuring promotes AI transformation, inspiring factory e-commerce transition.

3. JD Industrial's brand collaboration plan involves supply chain cooperation; smart office equipment demand growth in corporate procurement trends suggests product development opportunities.

AI and intelligent technology development trends are key, providing solution directions and client pain point insights.

1. Industry tech breakthroughs: Alibaba's Qwen reasoning model matches GPT-5.2 performance through reinforcement learning innovation; embodied AI firms' progress shows robotics technology trends.

2. New tech applications: Tencent's "Yuanbao Pai" integrates meeting audio/video capabilities for multi-user space solutions; Baidu's restructuring focuses on AI growth curves; JD's AI apps like "JoyAI" serve as universal assistants.

3. Client pain point addressing: Corporate procurement trends show doubled health benefit demand and rising smart office needs revealing pain points; service providers can develop corresponding digital solutions, like Tencent's social chain integration optimizing experiences.

Platform operations and merchant acquisition strategies are crucial, involving demand management and trend adaptation.

1. Business demand response: JD Industrial's plan demonstrates platform merchant acquisition/operation models through 100-brand collaboration serving 1,000 clients for scale growth.

2. Platform latest practices: Tencent's "Yuanbao Pai" deeply integrates WeChat/QQ social chains with one-click import and high-quality co-entertainment optimizing user experience; Baidu's personal super intelligence group integrates Wenku/Wangpan resources.

3. Trend adaptation insights: Regional procurement differentiation and card/coupon emergence in corporate trends suggest strategy adjustments; JD's AI apps like "Dongdong" targeting specific demographics demonstrate platform service differentiation.

Industry movements and business model innovations are focal points, providing research implications.

1. Technical developments: Alibaba's Qwen model leads global performance in reasoning breakthroughs; embodied AI firms' progress shows humanoid robot industry advancement.

2. Business model analysis: Tencent Cloud's profitability and gaming revenue exceeding $10B offer success cases; JD Industrial's four-party linkage model reveals cooperation innovation; AI social features like "Yuanbao Pai" as multifunctional spaces expand application boundaries.

3. Market issue observations: Doubled health benefit demand and winter sports consumption growth in corporate trends reflect new issues; policy implications can be drawn from Baidu's AI restructuring and JD's government-enterprise data releases.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

# 过去一周,发生了这些事 #

1 阿里千问发布“最强推理模型” 性能比肩GPT-5.2

1月26日,阿里正式发布千问旗舰推理模型Qwen3-Max-Thinking,创下数项权威评测全球新纪录,性能媲美GPT-5.2、Gemini 3 Pro。千问新模型总参数超万亿,进行了更大规模的强化学习后训练,并通过推理技术的系列创新,完成性能飞跃:在多项关键性能基准测试中,千问表现超过了GPT-5.2、Claude Opus 4.5和Gemini 3 Pro等顶尖模型,刷新全球纪录,进一步拓展了人工智能系统的推理性能边界。

2 京东工业发布2026年“百舸千帆”计划

1月30日消息,京东工业2026年供应商交流会日前在北京京东集团总部举行。大会发布的2026年“百舸千帆”计划,成为京东工业与合作伙伴规模化增长的核心抓手。该计划由京东工业联合3M中国、世达工具、佛山照明、江荆消防、上上电缆、音飞存储以及林德(中国)叉车等行业龙头企业共同启动,计划宣布,将联动百家核心品牌,通过品牌总部、品牌区域销售、京东工业总部和区域采销的四方紧密联动,共同服务千家重点客户,实现商用货盘业务规模倍增的目标。

3 马化腾:腾讯云现已整体实现规模化盈利

1月27日消息,腾讯董事会主席兼首席执行官马化腾在日前的2025年度员工大会上表示,云业务现已整体实现规模化盈利。谈到游戏业务,马化腾表示,前两年批评IEG(互动与娱乐事业群)是躺在成功的功劳簿上,去年已经扬眉吐气了,今年则“强得有点可怕”。腾讯高管补充,IEG去年海外游戏收入占比30%以上,全年超100亿美元。

4 京东政企业务发布“企业年货节”采购趋势

1月27日消息,京东政企业务发布企业年货节采购指数,依托沉淀的海量交易大数据,深度解码年末企业采购新动态、新需求。此次发布指数呈现6大新趋势,覆盖健康福利、智能办公、礼赠消费、场景采购等多个核心领域。6大新趋势分别为:健康福利成核心关切,医疗保健品类需求翻倍增长;智能办公设备需求增长,制造业企业“产能拉满”;“电子年货”成礼赠主流,数码品类领跑采购榜单;冰雪经济带动场景消费,防寒与文旅品类双重升温;卡券类采购异军突起,便捷化礼赠成企业新选择;区域采购分化明显,经济大省与新兴地区协同增长。

5 腾讯元宝内测“元宝派”AI社交深度打通微信QQ

2026年1月26日,腾讯旗下AI助手“元宝”正式开启新功能“元宝派”的定向内测。

“元宝派”被腾讯定位为一个多功能的“多人社交空间”,在这一空间内,用户的核心操作是创建或加入一个“派”,其中,AI作为社交活动的参与者与润滑剂而存在:它是聊天时的气氛调节者,也是执行任务的智能助手,例如帮助用户设置提醒、发起学习或运动打卡等活动。此“元宝派”还接入了腾讯会议的音视频底层能力,以支持高质量的线上共娱体验。

同时,“元宝派”深度打通了微信与QQ的社交关系链。用户可以通过分享“派号”或专属链接至微信朋友圈、好友或QQ,实现社交关系的一键导入与场景无缝跳转。

6 百度文库和网盘合并为新事业群 王颖任负责人

1月26日消息,百度文库、百度网盘已重组成新事业群——个人超级智能事业群组。该事业群由百度集团副总裁、文库事业部和网盘事业部负责人王颖负责,直接汇报给百度董事长兼首席执行官李彦宏。多位百度人士表示,网盘、文库是目前百度AI化相对较好的业务,未来要推出新的AI应用,将这部分业务发展成新的增长曲线。对于此次业务重组,截至发稿前,百度方面未作出相关回应。

7 京东发力AI社交 连推两款APP“JoyAI”与“东东”

1月28日消息,京东加码AI生活服务赛道,上线了两款AI社交APP“东东”和“JoyAI”。东东APP专为“银发青年”(55岁到64岁)群体打造的贴心智能助手;JoyAI APP则聚焦年轻及泛大众用户的多元化需求,定位能帮用户解决问题的万能数字人助手。两款产品均是打通京东生态服务,从聊天互动到语音点外卖、购物、问诊延展。

8 具身智能企业星海图完成股改

天眼查显示,星海图(北京)人工智能科技有限公司已于2026年1月完成工商变更,正式更名为“星海图(北京)人工智能科技股份有限公司”,企业类型由“有限责任公司”变更为“股份有限公司(外商投资、未上市)”。至此,星海图成为2026年首家完成股改的具身智能企业。

星海图成立于2023年9月,专注于具身智能基础模型及机器人本体研发,先后推出端到端双系统VLA模型G0及全球首个开箱即用升级版G0 Plus。其开放世界数据集(Galaxea Open-World Dataset)发布至今下载量超50万次,开源平台机器人真机数据下载量排名全球前列。

9 浙江人形获4.5亿元Pre-A轮融资2026年规划建设50个示范场景

日前,浙江人形机器人创新中心有限公司(简称“浙江人形”)已完成4.5亿元Pre-A轮融资,过去一年半的时间累计筹集资金共22亿元。股东包括中控技术、招商创科、联想创投、冯源资本、宁波工业互联网研究院、迦智科技、智昌科技等场景产业资本,以及浙江省创业投资集团、宁波金控控股集团、海发控股集团、越秀产业基金、宁波人才集团等政府产业资本,和方广资本等市场化基金。

浙江人形成立于2023年12月,是一家专注于具身智能人形机器人关键技术攻关、产品研发与行业应用推广的企业。创始人、首席科学家熊蓉,现为浙江大学求是特聘教授、控制科学与工程学院智能系统与控制研究所机器人实验室主任。

文章来源:亿邦动力

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