Serenity: JD plans to replace 700k delivery workers with robots, the wave of automation in the logistics industry may sweep the world.

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Mars Finance News: On July 5, Serenity posted that JD.com e-commerce giant founder Liu Qiangdong had revealed that, in the future, robots would gradually replace about 700,000 delivery workers. The company has already signed cooperation agreements with about 120 schools to train delivery workers for roles such as robot repair and maintenance. Serenity believes this is consistent with Amazon’s earlier proposal to reduce future hiring demand by about 600,000 through robots, showing that the commercialization of robots is accelerating and that the labor structure in the logistics industry is shifting from “human delivery” to “robot operations and maintenance.” It expects this model may gradually expand to global logistics and delivery platforms such as DoorDash, Uber, and Mercado Libre, and that the pace of robot commercialization may be faster than what the market generally anticipates.
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