华秋融资、嘉立创、卡奥斯资本市场动作；京东工业、震坤行提效显丨产业互联网周报

作者：亿邦动力文章来源：亿邦动力

2026-08-16 18:46

作者：亿邦动力文章来源：亿邦动力

2026-08-16 18:46

邦小白快读

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这是一篇产业互联网领域的周报，汇总了近期业界动态、投融热点、宏观政策等核心重点信息，主要干货如下：

1.业界核心事件：京东工业发布上市后首份半年报，营收130.6亿元同比增长27.4%，AI增量GMV占重点客户GMV的6.5%；嘉立创登陆深交所市值超千亿，中一签浮盈超7.5万元，是产业互联网标志性IPO事件；1688调整狠挑供应链服务协议，8月15日起施行“不符赔十”保障规则。

2.行业整体风向：当前产业互联网迎来资本密集周，处于IPO窗口期、AI落地期、政策红利期三期叠加，行业已经从烧钱扩张转向价值创造阶段，天津、成都先后出台人工智能、智能机器人产业支持政策，行业发展动能充足，多个新赛道已经有头部玩家布局。

本文汇总了近期产业互联网领域的资本、业务、政策动态，对品牌商布局业务、把握趋势的干货整理如下：

1.渠道与消费趋势：“零食+便利店”融合店型成为新的渠道布局方向，汇通达已经和可好便利成立合资公司布局该赛道，品牌商可以对接这类新型融合渠道拓展流量；消费帮扶成为品牌拓展下沉市场、承担社会责任的新路径，药师帮认购1.75吨贵州黄桃就是典型案例。

2.行业红利与布局方向：当前产业互联网处于三期叠加阶段，AI落地已经验证能带来GMV增量，多地出台人工智能、智能机器人产业支持政策，品牌商可以借助政策红利，布局AI赋能产品研发和营销，同时区块链在农业贸易的应用也为农业品牌提供了可信化交易的新路径。

本文披露了多个和卖家经营相关的规则调整、行业机会与政策动态，干货整理如下：

1.平台规则变化：1688在8月15日正式施行调整后的《狠挑供应链技术服务协议》，核心是落实“不符赔十”保障，优化买卖双方的场域体验，卖家需要及时学习新规，调整自身经营规范，避免违规影响店铺运营。

2.市场机会与政策红利：当前产业互联网处于IPO窗口期+AI落地期+政策红利期三期叠加，AI已经验证可以为业务带来增量GMV；天津出台政策支持智能机器人产业，鼓励“机器人6S店”新型商业体，京津冀开放五大机器人落地场景，成都推动“人工智能+”和实体经济融合，“零食+便利店”融合店也是新的增长赛道，卖家可以结合自身资源选择新赛道拓展业务。

本文的产业动态对工厂调整生产方向、推进数字化转型有较多参考干货，整理如下：

1.产品需求与商业机会：当前人工智能和实体经济融合是政策鼓励的核心方向，京津冀成立机器人产业链联盟，开放了无人配送、具身智能物流、工业互联网等五大赛道的落地场景，工厂可以对接这些场景需求，调整产品生产和设计方向，匹配市场新需求。

2.数字化转型启示：国内电子产业基础设施平台华秋获得数亿元D轮融资，资金将用于数字化布局、工业软件迭代和智能制造基地升级，同领域工厂可以参考该转型路径；当前行业整体已经从烧钱扩张转向价值创造，AI落地已经在京东工业实现6.5%的增量GMV，工厂推进数字化和电商布局，要聚焦AI落地创造实际价值，依托政策红利加快转型。

本文披露了当前产业互联网的发展趋势、客户痛点和新技术机会，对服务商的干货整理如下：

1.行业发展整体趋势：当前产业互联网呈现资本密集、AI深化、政策加码三大特征，迎来IPO窗口期+AI落地期+政策红利期三期叠加，行业整体从过去的烧钱扩张转向价值创造，服务商需要跟上行业转型节奏，调整自身服务方向，聚焦为客户创造实际价值。

2.客户痛点与新技术机会：客户对AI降本提效的需求十分明确，成立仅两个月的AI初创企业River AI，主打用户自主训练AI，成本比闭源方案低2到4倍，已经获得11亿美元融资；农业领域客户亟需解决数字贸易可信化问题，区块链仓单就是对应解决方案，物流地产已经重新定位为供应链基础设施，AI、区块链都是服务商可以重点布局的新技术方向，市场空间充足。

本文汇总了多个头部平台的最新动态和行业风向，对平台商运营布局、规避风险的干货整理如下：

1.平台运营的可借鉴做法：1688调整狠挑场域的服务协议，通过落实“不符赔十”保障优化买卖双方体验，提升场域信任度，这种规则优化思路值得各类平台参考；京东工业上市后首份半年报显示，上半年累计部署超70款智能体，AI增量GMV占重点企业客户GMV的6.5%，验证了AI赋能平台运营的价值，平台商可以加大AI落地布局。

2.行业风向与风险规避：当前资本对产业互联网头部项目关注度较高，嘉立创、华秋等头部平台都获得资本支持，平台可以借助资本扩容上游产业伙伴生态；行业观点指出，AI需要进一步渗透到利润端、国际业务要从伴随出海转向本地化深耕，是平台未来发展的两大核心变量，平台需要提前布局规避增长瓶颈风险。

本文梳理了近期产业互联网领域的最新动态，总结了行业整体特征，对产业研究的干货整理如下：

1.产业发展新动向：当前产业互联网呈现资本密集、AI深化、政策加码三大特征，正式进入IPO窗口期+AI落地期+政策红利期三期叠加阶段，行业已经出现从“烧钱扩张”转向“价值创造”的明确拐点；资本市场动作频繁，既有嘉立创上市、华秋完成D轮融资这类头部成熟项目的资本动作，也有成立仅两月的AI初创拿到11亿美元融资的案例，资本对赛道关注度极高。

2.新商业模式与待研究问题：传统物流地产模式已经被重新定义为供应链基础设施，“零食+便利店”融合店型、“机器人6S店”都是新出现的商业模式；当前行业面临两大核心待解决问题，分别是AI如何从GMV增量渗透到利润表深处、国际业务如何从“伴随式出海”转向本地化深耕，是后续产业研究的重要方向。

声明：快读内容全程由AI生成，请注意甄别信息。如您发现问题，请发送邮件至 run@ebrun.com 。

我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

Quick Summary

This is a weekly roundup covering the latest industry developments, investment trends and macro policy updates in the industrial internet sector. Key takeaways are as follows:

1. Core industry events: JD Industrial released its first half-year report since going public, reporting 13.06 billion yuan in revenue, up 27.4% year-over-year, with AI-driven incremental GMV accounting for 6.5% of GMV from key clients. Jialichuang went public on the Shenzhen Stock Exchange with a market capitalization exceeding 100 billion yuan, delivering an average floating profit of over 75,000 yuan per winning IPO subscription, marking a landmark IPO in the industrial internet space. 1688 revised its Gentle Selection Supply Chain Service Agreement, rolling out a "10x compensation for non-conformity" guarantee rule effective August 15.

2. Overall industry trajectory: The industrial internet sector is currently experiencing a capital-intensive week, amid a confluence of three favorable phases: an active IPO window, accelerated AI adoption, and unlocked policy dividends. The industry has shifted from a growth-at-all-costs expansion model to a value-focused development stage. Tianjin and Chengdu have rolled out support policies for artificial intelligence and intelligent robot industries respectively, injecting strong momentum into the sector, with leading players already positioning themselves across multiple emerging tracks.

This article summarizes recent capital, business and policy developments in the industrial internet sector, with key takeaways for brands’ strategic positioning as follows:

1. Channel and consumer trends: "Snack + convenience store" hybrid formats have emerged as a new channel layout direction. Huitongda has formed a joint venture with Kehao Convenience to enter this track, and brands can tap into these new hybrid channels to expand their customer reach. Consumption-oriented poverty alleviation has become a new pathway for brands to enter lower-tier markets while fulfilling social responsibilities, with Yaoshibang’s purchase of 1.75 tons of Huangpeaches from Guizhou serving as a representative case.

2. Industry dividends and positioning directions: The industrial internet is currently in a period of overlapping three favorable phases, and AI adoption has already been proven to deliver incremental GMV. Multiple regions have launched support policies for the artificial intelligence and intelligent robot industries. Brands can leverage these policy dividends to integrate AI into product R&D and marketing. Meanwhile, the application of blockchain in agricultural trade has opened up a new pathway for trusted transactions for agricultural brands.

This article covers multiple rule changes, market opportunities and policy updates relevant to sellers’ daily operations, with key takeaways as follows:

1. Platform rule changes: 1688 will officially implement its revised Gentle Selection Supply Chain Technical Service Agreement on August 15, with the core change being the rollout of a "10x compensation for non-conformity" guarantee to improve platform experience for both buyers and sellers. Sellers should familiarize themselves with the new rules and adjust their operational practices in time to avoid violations that disrupt store operations.

2. Market opportunities and policy dividends: The industrial internet is currently in a confluence of three phases: active IPO window, AI adoption phase, and policy dividend phase, and AI has already been proven to drive incremental business GMV. Tianjin has introduced policies to support the intelligent robot industry, encouraging the development of the new "robot 6S store" business model and opening up five robot application scenarios across the Beijing-Tianjin-Hebei region. Chengdu is promoting the integration of "artificial intelligence +" with the real economy, and the "snack + convenience store" hybrid format also represents a new growth track. Sellers can leverage their existing resources to enter these new tracks for business expansion.

This article compiles key takeaways for factories to adjust production directions and advance digital transformation, summarized as follows:

1. Product demand and business opportunities: The integration of artificial intelligence and the real economy is the core direction encouraged by policy. The Beijing-Tianjin-Hebei region has established a robot industry chain alliance and opened up application scenarios across five tracks: unmanned delivery, embodied intelligent logistics, and industrial internet. Factories can align with these scenario-based demands to adjust product design and production to match new market needs.

2. Insights for digital transformation: Huaqiu, a domestic infrastructure platform for the electronics industry, has completed a multi-hundred-million yuan Series D funding round, which will be used for digital layout, industrial software iteration and smart manufacturing base upgrades. This transformation pathway can serve as a reference for peer factories. The broader industry has shifted from burn-to-grow expansion to value creation, and AI adoption has already delivered 6.5% incremental GMV for JD Industrial. When advancing digitalization and e-commerce layout, factories should focus on AI deployment to generate tangible value, and accelerate transformation by leveraging policy dividends.

This article covers current industrial internet development trends, customer pain points and new technology opportunities, with key insights for service providers as follows:

1. Overall industry development trends: The industrial internet is currently characterized by intense capital activity, deepening AI integration, and increasing policy support, amid overlapping phases of an active IPO window, AI adoption, and policy dividends. The industry as a whole has shifted from the previous growth-at-all-costs model to value creation. Service providers need to keep up with the industry’s transformation pace, adjust their service focus, and prioritize delivering tangible value to clients.

2. Customer pain points and new technology opportunities: Customer demand for AI-driven cost reduction and efficiency improvement is clear. River AI, an AI startup founded just two months ago that focuses on user-trainable AI solutions, has raised $1.1 billion, with its costs 2-4 times lower than closed-source alternatives. Clients in the agricultural sector have an urgent need for trusted digital trade solutions, for which blockchain warehouse receipts have emerged as a viable solution. Logistics real estate has also been repositioned as core supply chain infrastructure. AI and blockchain are both high-potential technology directions for service providers to focus on, with sizable market opportunities.

This article summarizes the latest developments of leading platforms and broader industry trends, with key insights for platform operators’ strategic layout and risk mitigation as follows:

1. Reference practices for platform operation: 1688 revised its service agreement for the Gentle Selection segment, rolling out the "10x compensation for non-conformity" guarantee to improve experience for both buyers and sellers and boost trust in the platform. This approach to rule optimization is a valuable reference for all types of platforms. JD Industrial’s first post-IPO half-year report shows it had deployed over 70 intelligent agents in the first half of the year, with AI-driven incremental GMV accounting for 6.5% of total GMV from key enterprise clients, validating the value of AI-enabled platform operations. Platforms should step up their AI deployment efforts.

2. Industry trends and risk mitigation: Capital is currently paying high attention to leading industrial internet projects, with head platforms such as Jialichuang and Huaqiu all securing strong capital support. Platforms can leverage capital to expand their upstream industrial partner ecosystems. Industry observers note that two core factors will shape platforms’ future development: how AI can further penetrate the profit line, and how international business can shift from accompanying brand expansion to deep localized operation. Platforms need to make early preparations to avoid growth bottlenecks.

This article sorts through the latest developments in the industrial internet sector and summarizes overall industry characteristics, with key insights for industrial research as follows:

1. New industry development trends: The industrial internet is currently characterized by intense capital activity, deepening AI integration, and increasing policy support, and has officially entered a period of overlapping three phases: active IPO window, AI adoption, and policy dividends. The industry has passed a clear inflection point, shifting from "growth-at-all-costs expansion" to "value creation". Capital markets have seen intense activity: there are capital transactions for mature leading projects such as Jialichuang’s IPO and Huaqiu’s Series D funding round, but also the case of a two-month-old AI startup securing $1.1 billion in funding, demonstrating exceptionally high capital attention to the sector.

2. New business models and open research questions: Traditional logistics real estate has been redefined as supply chain infrastructure, while new business models including the "snack + convenience store" hybrid format and "robot 6S store" have emerged. The sector currently faces two core unresolved questions: how AI can penetrate from delivering incremental GMV to deepening bottom-line profit growth, and how international business can shift from "accompanying outbound expansion" to deep localized operation. These will serve as key directions for future industrial research.

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.

# 业界新事 #

1 京东工业发布上市后首份半年报，营收130.6亿元同比增长27.4%

8月13日，京东工业（07618.HK）发布截至2026年6月30日止六个月的中期业绩公告。报告期内，公司实现收入130.63亿元，同比增长27.4%；毛利24.11亿元，毛利率达18.5%；经调整净利润7.5亿元，同比增长43.4%。上半年累计部署超70款智能体，在产业中深度应用，AI增量GMV占重点企业客户GMV的6.5%；服务1.3万家重点大型企业和数百万中小企业客户。上游产业伙伴生态持续扩容。观点网评论指出，AI叙事能否从GMV占比6.5%走向利润表深处，国际业务能否从“伴随式出海”走向本地化深耕，将是决定公司发展节奏的两大核心变量。

2 嘉立创千亿市值登陆深交所，产业互联网迎来资本密集周

8月4日，硬件创新基础设施龙头深圳嘉立创科技集团股份有限公司（001232.SZ）正式在深交所主板挂牌上市。发行价84.46元/股，开盘后股价一度达234.35元/股，涨幅超过177%。若按此计算，嘉立创中一签浮盈超7.5万元。作为产业互联网的标志性IPO事件，嘉立创的上市被视为“产业互联网迎来资本密集周”的重要注脚。

3 汇通达网络与可好便利签署战略合作，布局“零食+便利店”融合店型

8月11日，汇通达网络（9878.HK）与可好便利签署战略合作协议，双方成立合资公司作为“可好”品牌唯一运营主体，联合开发“零食+便利店”融合店型，并共同推出新品牌。这是汇通达在零售连锁领域的又一重要布局。

4 中农网举办区块链仓单应用座谈会，推动农业数字贸易可信化

8月12日，“链上仓单·可信产业”——中农数字贸易平台区块链仓单应用座谈会在昆明举行，由深圳市中农网有限公司主办。会议聚焦区块链技术在农产品仓单领域的应用，推动农业数字贸易的可信化发展。

5 1688调整《狠挑供应链技术服务协议》，8月15日起施行

8月12日消息，1688发布公告，为优化狠挑场域买卖家体验、落实“不符赔十”保障，平台对《1688狠挑供应链技术服务协议》作出调整，8月7日公示，8月15日生效。

6 药师帮认购1.75吨贵州高山黄桃，以消费帮扶助力乡村振兴

近日，药师帮积极响应“百县千镇万村高质量发展工程”号召，认购贵州贵定县高山有机黄桃700箱，总重量达1.75吨。此前，药师帮参与编制的《通道钩藤院外零售交付标准白皮书》已正式发布。药师帮2026年中期业绩线上交流会定档8月20日。

7 2026博鳌产业科技大会召开，聚焦“通往创造之路”

8月12日，以“通往创造之路”为主题的2026博鳌产业科技大会在海南蓝湾绿城威斯汀度假酒店召开。京东集团SEC委员、京东产发CEO陈若煜发表主题演讲，指出相较于传统“拿地、建仓、收租”的物流地产模式，如今更准确的定义应是供应链基础设施。

8 第五届全球数字贸易博览会将于9月在杭州举办

据浙江省商务厅8月7日消息，第五届全球数字贸易博览会将于9月23日至27日在杭州举办，马来西亚担任主宾国。本届数贸会将首设Token专区，探索算力贸易新路径。

# 投融热点 #

1 华秋完成数亿元D轮融资，招银国际领投

8月5日，国内电子产业一站式智能基础设施平台深圳华秋智联股份有限公司宣布完成数亿元D轮股权融资。本轮由招银国际领投，广新基金、成都高新、鸿石资本等多家新老股东联合参与。资金将用于数字化布局、工业软件迭代及智能制造基地升级。这是华秋继高瓴创投、顺为资本、同创伟业等机构投资后再度获得资本加码。发布网站：观点网、投资界、凤凰财经等

2 River AI完成11亿美元融资，成立仅两月主打自主训练AI

成立仅两个月的AI初创企业River AI完成11亿美元融资。公司主打用户可自主训练的AI路径，已推出相关API及neocloud服务，成本较闭源方案低2至4倍。

# 宏观政策 #

1 天津发布智能机器人产业创新发展行动方案

天津市工业和信息化局、市发展改革委、市科技局联合印发《天津市智能机器人产业创新发展行动方案（2026—2028年）》，从金融赋能等方面支持智能机器人产业发展，鼓励“机器人6S店”新型商业体建设。

2 京津冀成立机器人产业链联盟

京津冀三地成立机器人产业链联盟，发布需求图谱。美团无人配送、京东具身智能物流、国联股份工业互联网等五大赛道发布落地场景。联盟分别与京东、国联股份及多家康养服务企业签署场景开放战略合作备忘录。

3 成都印发《成都市深入实施“人工智能+”行动方案》

成都市印发《成都市深入实施“人工智能+”行动方案》，进一步推动人工智能与实体经济深度融合。

# 本周金句 #

1 “相较于传统'拿地、建仓、收租'的物流地产模式，如今更准确的定义应是供应链基础设施。”

——京东集团SEC委员、京东产发CEO陈若煜在2026博鳌产业科技大会上的主题演讲

# 本周叙评 #

本周产业互联网领域呈现“资本密集、AI深化、政策加码”三大特征。总体来看，产业互联网正迎来“IPO窗口期+AI落地期+政策红利期”的三期叠加，行业从“烧钱扩张”转向“价值创造”的拐点信号日益明确。

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FAQ回顾

产业互联网行业当前发展处于什么阶段？

当前产业互联网正迎来IPO窗口期、AI落地期、政策红利期的三期叠加阶段，行业从“烧钱扩张”转向“价值创造”的拐点信号日益明确，近期领域内呈现资本密集、AI深化、政策加码三大特征。

京东工业2026年上半年经营情况如何？

2026年上半年京东工业实现营收130.63亿元，同比增长27.4%，毛利率18.5%，经调整净利润7.5亿元同比增长43.4%；累计部署超70款智能体，AI增量GMV占重点企业客户GMV的6.5%，服务1.3万家重点大型企业及数百万中小企业客户。

嘉立创上市后的市场表现怎么样？

2026年8月4日嘉立创正式登陆深交所主板挂牌上市，发行价84.46元/股，开盘后股价一度达234.35元/股，涨幅超过177%，按此价格计算中一签浮盈超7.5万元，是产业互联网领域的标志性IPO事件。

2026年第五届全球数字贸易博览会有哪些安排？

2026年第五届全球数字贸易博览会将于9月23日至27日在杭州举办，马来西亚担任主宾国，本届数贸会将首设Token专区，探索算力贸易新路径，为相关企业提供新的交流合作场景。

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Shopee第二季度GMV达383亿美元；美客多二季度GMV大涨44%丨跨境电商周报

Shopee第二季度GMV达383亿美元；美客多二季度GMV大涨44%；美法院裁定特朗普可终止800美元以下包裹关税豁免丨跨境电商周报

跨境物流海外仓短视频快递

2026-08-16 18:40:02