京东双11收官战报：服务订单超3亿，售出超5000万件AI产品

作者：李金津文章来源：亿邦动力

2026-11-12 00:43

作者：李金津文章来源：亿邦动力

2026-11-12 00:43

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总：京东双11的核心数据和消费热点集中在AI产品、服务订单和线下即时零售。

1.AI产品售出超5000万件，Token搜索量环比提升超13倍，大模型Token包销量环比增长超10倍，AIPC、AI工作站、AI相机、AI眼镜成交额同比增超100%。

2.服务订单超3亿单，家政多次卡保洁增超550%，宠物居室除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%并拓展12城，京东养车订单增167%。

3.健康服务升温，体检用户数增300%，医美成交额增3.6倍，医院同款到家检测订单增6倍，充电桩安装订单增近100%。

总：线下、即时零售与跨境也有可关注信息。

1.34家京东MALL、超200家京东电器城市旗舰店、近1.8万家家电家居专卖店累计客流超1340万人次。

2.京东秒送即时零售成交额同比增42%；京东折扣超市唐山、衡水首店开业日客流均超5万人。

3.京东欧洲业务Joybuy上线11.11，家电成交额同比增超9倍；全球售下单用户数同比翻番。

总：AI与趋势品类成为品牌营销和产品研发的新入口。

1.“Token”搜索量环比提升超13倍，大模型Token包销量环比增长超10倍；AIPC、AI工作站、AI相机、AI眼镜成交额同比增超100%。

2.JoyAI App日活峰值达常态期5倍以上，JoyInside累计完成超7000万次交互，AI医生问诊订单同比增超5倍，AI金融助手服务用户数同比增10倍。

3.服务产品成新热点，家政多次卡保洁增超550%，宠物除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%，养车订单增167%。

总：品牌增长与渠道表现呈现头部、新锐和线下即时零售并进。

1.海尔、美的、海信、TCL、格力、小米、石头成交额破10亿元，超2000个家电家居品牌成交额同比增100%。

2.京东超市超1000个品牌、京东五金城超6000个工业品品牌成交额同比增超100%，全球购超200个海外品牌成交额环比翻倍，成交额破千万的新商家同比增125%。

3.260个近一年入驻时尚新锐品牌成交额环比增超200%，512个时尚新锐品牌冲进细分品类前10；京东秒送即时零售成交额同比增42%。

总：双11释放的增长市场集中在AI商品、服务消费、企业采购和跨境渠道。

1.AI产品售出超5000万件，Token搜索量环比提升超13倍，Token包销量环比增长超10倍；AIPC、AI工作站、AI相机、AI眼镜成交额同比增超100%。

2.服务订单超3亿单，家政多次卡保洁增超550%，宠物居室除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%并拓展12城，养车订单增167%。

3.健康服务体检用户数增300%，医美成交额增3.6倍，到家检测订单增6倍；充电桩安装订单增近100%；京东秒送即时零售成交额同比增42%。

总：可学习点是品牌成长、企业采购和跨境机会，文章未披露扶持政策与直接风险提示。

1.成交额破千万的新商家同比增125%，260个近一年入驻时尚新锐品牌成交额环比增超200%，512个冲进细分品类前10。

2.京东政企创新服务成交额同比增超5倍，AI采购管家服务企业数环比提升42%；京喜小店成交额同比增40%。

3.欧洲Joybuy上线11.11，家电成交额同比增超9倍；京东全球售下单用户数同比翻番，云台相机、扫地机器人、智能眼镜成交额同比增超100%。卖家可重点捕捉AI、服务、企业采购和跨境增长点，同时关注服务订单履约与新品供给。

总：AI硬件和智能终端成为产品生产与设计需求的新方向。

1.AI产品售出超5000万件，AIPC、AI工作站、AI相机、AI眼镜等趋势品成交额同比增超100%，说明AI终端与智能硬件需求增长。

2.Token搜索量环比提升超13倍，大模型Token包销量环比增长超10倍；AI医生、AI金融助手、JoyInside交互等应用侧数据增长。

3.服务产品需求带动配套产品与安装服务，家政保洁、油烟机清洗、冰箱清洗、搬家、养车、体检、医美、到家检测、充电桩安装均出现高增长。

总：商业机会与数字化电商启示来自工业品、企业采购、线下和跨境渠道。

1.京东五金城超6000个工业品品牌成交额同比增超100%；海尔、美的、海信、TCL、格力、小米、石头成交额破10亿元。

2.京东政企创新服务成交额同比增超5倍，AI采购管家服务企业数环比提升42%，工厂可关注企业采购和AI采购工具。

3.34家京东MALL、超200家城市旗舰店、近1.8万家专卖店累计客流超1340万人次，秒送即时零售成交额同比增42%；欧洲Joybuy家电成交额同比增超9倍。

总：服务产品化和AI服务应用是今年双11的显著趋势。

1.服务订单超3亿单，家政多次卡保洁成交额同比增超550%，宠物居室除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%并拓展12城，京东养车订单增167%。

2.健康服务体检用户数同比增300%，医美成交额增3.6倍，医院同款到家检测订单增6倍，充电桩安装订单增近100%。

3.AI服务应用放量，JoyAI App日活峰值达常态期5倍以上，JoyInside累计完成超7000万次交互，AI医生问诊订单同比增超5倍，AI金融助手服务用户数同比增10倍。

总：客户需求集中在到家、清洁、健康、安装和养车，解决方案可关注服务商品化与AI助手。

1.平台服务订单规模超3亿，说明服务履约与标准化是服务商可切入的运营重点。

2.企业采购侧，京东政企创新服务成交额同比增超5倍，AI采购管家服务企业数环比提升42%，服务商可关注企业服务场景。

3.即时零售和线下渠道放量，京东秒送成交额同比增42%，34家京东MALL等累计客流超1340万人次，服务网点与即时履约存在结合机会。

总：平台最新做法是把AI产品、Token包和服务产品做成可交易品类。

1.AI产品售出超5000万件，Token搜索量环比提升超13倍，Token包销量环比增长超10倍；AIPC、AI工作站、AI相机、AI眼镜成交额同比增超100%。

2.服务订单超3亿单，家政多次卡保洁增超550%，宠物除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%，养车订单增167%。

3.平台AI运营工具和应用放量，JoyAI日活峰值达常态期5倍以上，JoyInside交互超7000万次，AI医生问诊订单增超5倍，AI金融助手服务用户数增10倍。

总：招商、运营管理和渠道布局呈现新商家、新锐品牌、即时零售与跨境并进。

1.成交额破千万的新商家同比增125%，260个近一年入驻时尚新锐品牌成交额环比增超200%，512个冲进细分品类前10；京喜小店成交额同比增40%。

2.京东政企创新服务成交额同比增超5倍，AI采购管家服务企业数环比提升42%；京东秒送即时零售成交额同比增42%，34家京东MALL等累计客流超1340万人次。

3.欧洲Joybuy上线11.11家电成交额同比增超9倍，京东全球售下单用户数同比翻番；文章未直接披露风向规避内容，平台可重点关注服务订单履约、AI商品供给和跨境市场运营。

总：AI第一次在大促口径里成为可计价商品，服务产品同步成为新热点。

1.“Token”搜索量环比提升超13倍，大模型Token包销量环比增长超10倍；AI产品售出超5000万件，AIPC、AI工作站、AI相机、AI眼镜成交额同比增超100%。

2.服务订单超3亿单，家政多次卡保洁增超550%，宠物除毛增46倍，油烟机清洗增超250%，冰箱清洗近6倍，搬家增近300%，养车订单增167%。

3.健康服务体检用户数增300%，医美成交额增3.6倍，到家检测订单增6倍，充电桩安装订单增近100%；JoyAI、JoyInside、AI医生、AI金融助手等AI服务应用数据增长。

总：产业新动向体现品牌集中与新锐成长并存，渠道向即时零售、企业采购和跨境延伸。

1.海尔、美的、海信、TCL、格力、小米、石头成交额破10亿元，超2000个家电家居品牌成交额同比增100%，成交额破千万新商家同比增125%。

2.260个近一年入驻时尚新锐品牌成交额环比增超200%，512个冲进细分品类前10；京喜三周年累计成交用户6.28亿，京喜小店成交额同比增40%。

3.京东政企创新服务成交额同比增超5倍，AI采购管家服务企业数环比提升42%；京东秒送成交额同比增42%；欧洲Joybuy家电成交额同比增超9倍。文章未提供政策法规建议，商业模式启示集中在AI商品化、服务商品化、即时零售、企业采购和跨境。

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

Overall: The core data and consumer hotspots of JD.com's 11.11 centered on AI products, service orders, and offline instant retail.

1. More than 50 million AI products were sold; searches for Token rose more than 13x period over period; unit sales of large-model Token packages rose more than 10x period over period; and GMV for AI PCs, AI workstations, AI cameras, and AI glasses grew more than 100% YoY.

2. Service orders exceeded 300 million; sales of multi-session housekeeping cleaning packages rose more than 550%; pet household de-shedding rose 46x; range hood cleaning rose more than 250%; refrigerator cleaning rose nearly 6x; moving services rose nearly 300% and expanded to 12 cities; and JD Car Care orders rose 167%.

3. Health services gained momentum: health checkup users rose 300%, medical aesthetics GMV rose 3.6x, hospital-equivalent at-home testing orders rose 6x, and EV charging station installation orders rose nearly 100%.

Overall: Offline, instant retail, and cross-border channels also offered notable signals.

1. Thirty-four JD MALLs, more than 200 JD Electronics city flagship stores, and nearly 18,000 home appliance and home furnishing specialty stores drew cumulative foot traffic of more than 13.4 million visits.

2. JD Miao Song instant retail GMV rose 42% YoY; the first JD Discount Supermarkets in Tangshan and Hengshui each drew more than 50,000 visitors on opening day.

3. JD's European business Joybuy launched its 11.11 campaign, with home appliance GMV up more than 9x YoY; ordering users on JD Global Sales doubled YoY.

Overall: AI and trending categories are becoming new entry points for brand marketing and product R&D.

1. Searches for Token rose more than 13x period over period, and unit sales of large-model Token packages rose more than 10x period over period; GMV for AI PCs, AI workstations, AI cameras, and AI glasses grew more than 100% YoY.

2. JoyAI app peak DAU reached more than 5x its normal level; JoyInside completed more than 70 million cumulative interactions; AI doctor consultation orders rose more than 5x YoY; and users served by the AI financial assistant rose 10x YoY.

3. Service products became a new hotspot: sales of multi-session housekeeping cleaning packages rose more than 550%, pet de-shedding rose 46x, range hood cleaning rose more than 250%, refrigerator cleaning rose nearly 6x, moving services rose nearly 300%, and car care orders rose 167%.

Overall: Brand growth and channel performance showed leading brands, emerging brands, and offline instant retail advancing together.

1. Haier, Midea, Hisense, TCL, Gree, Xiaomi, and Roborock surpassed RMB 1 billion in GMV, while more than 2,000 home appliance and home furnishing brands saw GMV up 100% YoY.

2. More than 1,000 brands on JD Supermarket and more than 6,000 industrial product brands on JD Hardware City saw GMV up more than 100% YoY; more than 200 overseas brands on JD Global Buy doubled GMV period over period; and new merchants with GMV over RMB 10 million rose 125% YoY.

3. 260 fashion emerging brands that joined within the past year saw GMV up more than 200% period over period, and 512 fashion emerging brands entered the top 10 in their subcategories; JD Miao Song instant retail GMV rose 42% YoY.

Overall: The growth markets unlocked by 11.11 were concentrated in AI products, service consumption, corporate procurement, and cross-border channels.

1. More than 50 million AI products were sold; searches for Token rose more than 13x period over period; Token package unit sales rose more than 10x period over period; and GMV for AI PCs, AI workstations, AI cameras, and AI glasses grew more than 100% YoY.

3. Health service checkup users rose 300%, medical aesthetics GMV rose 3.6x, and at-home testing orders rose 6x; EV charging station installation orders rose nearly 100%; and JD Miao Song instant retail GMV rose 42% YoY.

Overall: Key takeaways are brand growth, corporate procurement, and cross-border opportunities; the article did not disclose support policies or direct risk warnings.

1. New merchants with GMV over RMB 10 million rose 125% YoY; 260 fashion emerging brands that joined within the past year saw GMV up more than 200% period over period; and 512 entered the top 10 in their subcategories.

2. JD Government and Enterprise Innovation Services GMV rose more than 5x YoY, and the number of enterprises served by the AI procurement manager rose 42% period over period; Jingxi small stores GMV rose 40% YoY.

3. Joybuy, JD's European business, launched its 11.11 campaign, with home appliance GMV up more than 9x YoY; ordering users on JD Global Sales doubled YoY; and GMV for gimbal cameras, robot vacuums, and smart glasses grew more than 100% YoY. Sellers can focus on capturing growth in AI, services, corporate procurement, and cross-border channels while monitoring service-order fulfillment and new-product supply.

Overall: AI hardware and smart terminals are becoming new directions for product manufacturing and design demand.

1. More than 50 million AI products were sold, and GMV for trending products such as AI PCs, AI workstations, AI cameras, and AI glasses grew more than 100% YoY, indicating growing demand for AI terminals and smart hardware.

2. Searches for Token rose more than 13x period over period, and unit sales of large-model Token packages rose more than 10x period over period; application-side data for AI doctors, AI financial assistants, and JoyInside interactions also grew.

3. Demand for service products is driving supporting products and installation services, with high growth in housekeeping cleaning, range hood cleaning, refrigerator cleaning, moving, car care, health checkups, medical aesthetics, at-home testing, and EV charging station installation.

Overall: Business opportunities and digital commerce implications stem from industrial products, corporate procurement, offline, and cross-border channels.

1. More than 6,000 industrial product brands on JD Hardware City saw GMV up more than 100% YoY; Haier, Midea, Hisense, TCL, Gree, Xiaomi, and Roborock surpassed RMB 1 billion in GMV.

2. JD Government and Enterprise Innovation Services GMV rose more than 5x YoY, and the number of enterprises served by the AI procurement manager rose 42% period over period; factories can watch corporate procurement and AI procurement tools.

3. Thirty-four JD MALLs, more than 200 city flagship stores, and nearly 18,000 specialty stores drew cumulative foot traffic of more than 13.4 million visits; JD Miao Song instant retail GMV rose 42% YoY; and Joybuy's home appliance GMV in Europe rose more than 9x YoY.

Overall: The productization of services and AI service applications were notable trends in this year's Double 11.

1. Service orders exceeded 300 million; GMV for multi-session housekeeping cleaning packages rose more than 550% YoY; pet household de-shedding rose 46x; range hood cleaning rose more than 250%; refrigerator cleaning rose nearly 6x; moving services rose nearly 300% and expanded to 12 cities; and JD Car Care orders rose 167%.

2. Health service checkup users rose 300% YoY, medical aesthetics GMV rose 3.6x, hospital-equivalent at-home testing orders rose 6x, and EV charging station installation orders rose nearly 100%.

3. AI service applications scaled: JoyAI app peak DAU reached more than 5x its normal level; JoyInside completed more than 70 million cumulative interactions; AI doctor consultation orders rose more than 5x YoY; and users served by the AI financial assistant rose 10x YoY.

Overall: Customer demand is concentrated in at-home services, cleaning, health, installation, and car care; solutions can focus on service commoditization and AI assistants.

1. Platform service orders exceeded 300 million, indicating that service fulfillment and standardization are operational priorities service providers can address.

2. On the corporate procurement side, JD Government and Enterprise Innovation Services GMV rose more than 5x YoY, and the number of enterprises served by the AI procurement manager rose 42% period over period; service providers can focus on enterprise service scenarios.

3. Instant retail and offline channels scaled up: JD Miao Song GMV rose 42% YoY, and 34 JD MALLs and other offline stores drew cumulative foot traffic of more than 13.4 million visits; there are opportunities to integrate service outlets with instant fulfillment.

Overall: The platform's latest approach is to make AI products, Token packages, and service products tradable categories.

2. Service orders exceeded 300 million; sales of multi-session housekeeping cleaning packages rose more than 550%; pet de-shedding rose 46x; range hood cleaning rose more than 250%; refrigerator cleaning rose nearly 6x; moving services rose nearly 300%; and car care orders rose 167%.

3. Platform AI operational tools and applications scaled: JoyAI peak DAU reached more than 5x its normal level, JoyInside interactions exceeded 70 million, AI doctor consultation orders rose more than 5x, and users served by the AI financial assistant rose 10x.

Overall: Merchant recruitment, operations management, and channel layout showed new merchants, emerging brands, instant retail, and cross-border advancing together.

1. New merchants with GMV over RMB 10 million rose 125% YoY; 260 fashion emerging brands that joined within the past year saw GMV up more than 200% period over period; 512 entered the top 10 in their subcategories; and Jingxi small stores GMV rose 40% YoY.

2. JD Government and Enterprise Innovation Services GMV rose more than 5x YoY, and the number of enterprises served by the AI procurement manager rose 42% period over period; JD Miao Song instant retail GMV rose 42% YoY, and 34 JD MALLs and other offline stores drew cumulative foot traffic of more than 13.4 million visits.

3. Joybuy, JD's European business, launched its 11.11 campaign, with home appliance GMV up more than 9x YoY; ordering users on JD Global Sales doubled YoY; the article did not directly disclose risk-avoidance guidance, and platforms can focus on service-order fulfillment, AI product supply, and cross-border market operations.

Overall: For the first time, AI became a priced commodity within the 11.11 sales framework, while service products simultaneously became a new hotspot.

1. Searches for Token rose more than 13x period over period, and unit sales of large-model Token packages rose more than 10x period over period; more than 50 million AI products were sold, and GMV for AI PCs, AI workstations, AI cameras, and AI glasses grew more than 100% YoY.

3. Health service checkup users rose 300%, medical aesthetics GMV rose 3.6x, at-home testing orders rose 6x, and EV charging station installation orders rose nearly 100%; data for AI service applications such as JoyAI, JoyInside, AI doctors, and AI financial assistants also grew.

Overall: New industry dynamics show brand concentration coexisting with emerging-brand growth, while channels extend into instant retail, corporate procurement, and cross-border.

1. Haier, Midea, Hisense, TCL, Gree, Xiaomi, and Roborock surpassed RMB 1 billion in GMV; more than 2,000 home appliance and home furnishing brands saw GMV up 100% YoY; and new merchants with GMV over RMB 10 million rose 125% YoY.

2. 260 fashion emerging brands that joined within the past year saw GMV up more than 200% period over period, and 512 entered the top 10 in their subcategories; Jingxi's third anniversary cumulative transacting users reached 628 million, and Jingxi small stores GMV rose 40% YoY.

3. JD Government and Enterprise Innovation Services GMV rose more than 5x YoY, and the number of enterprises served by the AI procurement manager rose 42% period over period; JD Miao Song GMV rose 42% YoY; and Joybuy's home appliance GMV in Europe rose more than 9x YoY. The article did not provide policy or regulatory recommendations; business model implications center on AI commoditization, service commoditization, instant retail, corporate procurement, and cross-border.

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.

【亿邦原创】亿邦动力获悉，截至11月11日23:59，2026年京东双11售出超5000万件AI产品，产生超3亿单服务订单，首次参与的新用户平均下单6件商品。

AI第一次在大促口径里成为可计价的商品。双11期间，平台“Token”搜索量环比提升超13倍，大模型Token包销量环比增长超10倍；AIPC、AI工作站、AI相机、AI眼镜等趋势品成交额同比增长超100%。面向用户的JoyAI App日活峰值达常态期5倍以上，JoyInside累计完成超7000万次交互，AI医生“大为”问诊订单量同比增长超5倍，AI金融助手京小贝服务用户数同比增长10倍。

服务产品是今年双11的新热点。家政多次卡保洁服务成交额同比增长超550%，宠物居室除毛服务增长46倍，油烟机清洗增长超250%、冰箱清洗增长近6倍，搬家订单增长近300%并拓展至12城，京东养车服务订单量增长167%。健康服务同步升温，体检用户数同比增长300%，医美服务成交额增长3.6倍，医院同款到家检测服务订单量增长6倍；新升级的充电桩安装服务订单增长近100%。

品牌侧，海尔、美的、海信、TCL、格力、小米、石头成交额突破10亿元，超2000个家电家居品牌成交额同比增长100%，京东超市超1000个品牌、京东五金城超6000个工业品品牌成交额同比增长超100%，京东全球购超200个海外品牌成交额环比翻倍，成交额破千万的新商家数量同比增长125%。

众多时尚新锐品牌也获得快速增长，260个近一年入驻的时尚新锐品牌成交额环比增长超200%，512个时尚新锐品牌冲进细分品类前10。

京喜同期披露三周年数据，累计成交用户6.28亿，大促期间京喜小店成交额同比增长40%。企业采购侧，京东政企创新服务成交额同比增长超5倍，AI采购管家服务企业数环比提升42%。

线下与即时零售同步放量。34家京东MALL、超200家京东电器城市旗舰店、近1.8万家家电家居专卖店累计客流量超1340万人次；京东折扣超市加速拓店，唐山、衡水首店开业日客流均超5万人；京东秒送即时零售成交额同比增长42%。

欧洲市场，京东欧洲业务Joybuy面向当地消费者上线11.11，家电品类成交额同比增长超9倍；京东全球售平台下单用户数同比翻番，云台相机、扫地机器人、智能眼镜等商品成交额同比增长超100%。

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FAQ回顾

2026年双11期间，京东AI产品销售表现如何？

京东2026年双11售出超5000万件AI产品，平台“Token”搜索量环比提升超13倍，大模型Token包销量环比增长超10倍；AIPC、AI工作站、AI相机、AI眼镜等趋势品成交额同比增长超100%。JoyAI App日活峰值达常态期5倍以上，JoyInside完成超7000万次交互。

京东双11服务消费有哪些增长较快的品类？

京东双11产生超3亿单服务订单。家政多次卡保洁成交额同比增长超550%，宠物居室除毛增长46倍，油烟机清洗增长超250%，冰箱清洗增长近6倍，搬家订单增长近300%并拓展至12城，京东养车服务订单量增长167%。

2026年京东双11哪些家电家居品牌成交额突破10亿元？

海尔、美的、海信、TCL、格力、小米、石头在京东双11成交额突破10亿元。超2000个家电家居品牌成交额同比增长100%，京东超市超1000个品牌、京东五金城超6000个工业品品牌成交额同比增长超100%。

京东双11线下门店和即时零售表现如何？

京东双11期间，34家京东MALL、超200家京东电器城市旗舰店、近1.8万家家电家居专卖店累计客流量超1340万人次；京东折扣超市唐山、衡水首店开业日客流均超5万人；京东秒送即时零售成交额同比增长42%。

京东欧洲业务在双11期间表现如何？

京东欧洲业务Joybuy面向当地消费者上线11.11，家电品类成交额同比增长超9倍；京东全球售平台下单用户数同比翻番，云台相机、扫地机器人、智能眼镜等商品成交额同比增长超100%。

标签:: 未来零售京东

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