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不止于外卖大战,京东美团连投机器人公司
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-21 06:40
Group 1: Financing and Investment - Two Shenzhen-based robotics companies, Zhongqing Robotics and Zhujidongli, announced recent financing rounds, with Zhongqing raising nearly 1 billion yuan in Pre-A++ and A1 rounds, led by XPeng Motors and JD.com respectively [2][3] - Zhujidongli's latest financing round was strategically led by JD.com, although the specific amount was not disclosed [2][3] - JD.com has also invested in another robotics company, Qianxun Intelligent, which completed a nearly 600 million yuan Pre-A+ round [3] Group 2: Product Development and Offerings - Zhongqing Robotics has launched three humanoid robot products aimed at research and education, including the SA01, SE01, and PM01, and showcased its first quadruped robot, Leopard [2][3] - Zhujidongli has released the TRON 1 bipedal robot and plans to publicly sell a full-sized humanoid robot in the second half of the year [2][3] Group 3: Application and Technology - Zhongqing Robotics plans to host a robot combat competition, akin to "WWE," starting in December, and has formed partnerships with major industry players like NVIDIA and Amazon for diverse applications [4] - Zhujidongli is exploring large-scale applications of its TRON 1 robot in inspection, security, and delivery scenarios [4] - Zhongqing has achieved a technological breakthrough in Sim2Real, enhancing performance in dynamic actions [4][5] Group 4: Strategic Focus and Future Plans - Zhongqing aims to accelerate its development pace, increasing production capacity by five times and investing more in embodied intelligence technology [5][6] - Zhujidongli focuses on supporting innovation in various fields through its general-purpose robotics platform and plans to launch its full-sized humanoid robot soon [6] Group 5: Competitive Landscape - The competition between JD.com and Meituan has expanded into the robotics sector, with Meituan having invested in 30 robotics-related companies over the past three years [7][8] - JD.com is strategically building its capabilities in embodied intelligence, having established a dedicated team and launched the JoyInside platform to attract robotics manufacturers [8]
京东大手笔!领投逐际动力、众擎、千寻三家企业新融资,具身机器人热潮不减
Tai Mei Ti A P P· 2025-07-21 06:20
京东持续加码,具身智能机器人赛道再现融资热。 7月21日,千寻智能、众擎机器人、逐际动力三家具身智能机器人公司今天同日宣布,各自新近完成一 笔由京东领投的融资。 针对密集投资具身智能公司,京东方面对外回应称,京东高度重视包括具身智能、大模型在内的技术热 点,聚焦供应链场景,推动创新应用。京东持续通过内部技术创新和外部投资等方式来构建技术创新生 态。 笔者了解到,目前京东具身智能专项部门由前商汤科技副总裁沈徽担任负责人。 京东科技AI相关负责人早前对笔者表示,京东主要聚焦于机器人和大模型的深度结合,以及新应用场 景的探索,包括世界模型、深度推理模型等,最终将机器人希望做到可执行、可操作的"具身智能",无 论是机器人、车,还是机器狗,都是如此。 清华系+深圳两家头部具身智能公司同日吸金 7月21日,深圳的具身智能机器人公司逐际动力LimX Dynamics宣布完成新一轮融资,获京东战略领 投。 公司表示,其持续推进全尺寸人形机器人的量产和销售、具身大模型技术的研发及IDS生态平台建设, 此次融资将深化逐际动力和京东在零售、物流和服务等领域的协同探索。 逐际动力还透露,其全尺寸人形机器人已完成量产准备工作,将于今年 ...
外卖大战被动“降温”,“人形机器人第一股”拿下近亿元大单,宇树科技开启上市辅导……
Sou Hu Cai Jing· 2025-07-21 04:56
Group 1: Food Delivery Industry - The food delivery competition is gradually "cooling down" as excessive subsidies and promotional offers are being reduced, with higher thresholds for discounts and "0 yuan free orders" [1] - Various restaurant industry associations across over 10 provinces and cities in China have issued statements urging major food delivery platforms like Ele.me, JD, and Meituan to stop irrational subsidies and focus on high-quality development [1] - The State Administration for Market Regulation has held discussions with Ele.me, Meituan, and JD, emphasizing the need for compliance with relevant laws and regulations to promote a healthy and sustainable development of the food service industry [1] Group 2: Robotics Industry - UBTECH Robotics, known as the "first humanoid robot stock," saw its stock price rise nearly 10% to 94.3 HKD, marking a new high since May 20 [2] - UBTECH won a significant procurement project worth 90.51 million yuan, the largest order for humanoid robots globally, bringing its total procurement amount to 246 million yuan from 74 projects [6] - The company plans to deliver 500 industrial humanoid robots this year and has already received over 100 orders for its educational robot, with expectations to exceed 300 deliveries [6] Group 3: Technology and Retail - Meituan's flash purchase service has significantly boosted sales, with mobile phone sales increasing threefold since the implementation of the national subsidy policy [11] - The collaboration between national subsidy policies and Meituan's flash purchase has led to substantial growth in sales for various electronic products, with some brands experiencing sales increases of over 600% [11][12] - The integration of instant retail platforms with national subsidy policies is seen as a key factor in revitalizing consumer spending and helping physical stores escape price competition from e-commerce [12] Group 4: Company Listings - Yushun Technology has initiated the listing counseling process with CITIC Securities, aiming for a public offering and listing by 2025 [7][9] - The company has undergone a transformation into a joint-stock company, increasing its registered capital to 364 million yuan, and has reported annual revenues exceeding 1 billion yuan [9]
具身智能赛道融资火热,众擎机器人获近10亿融资,京东领投
Nan Fang Du Shi Bao· 2025-07-21 04:53
Group 1: Investment and Financing - The capital heat in the field of embodied intelligence and humanoid robots continues, with Zhongqing Robotics recently completing Pre-A++ and A1 rounds of financing, totaling nearly 1 billion RMB [2] - The A1 round was led by JD Group, marking another investment in humanoid robotics after its recent investment in Zhujidongli [2] - The investor lineup for this financing round shows a significant "industry-investment" background, with key investors including XPeng Motors' Starship Capital, CATL's Puxuan Capital, and various financial institutions [2] Group 2: Industry Trends and Dynamics - The influx of capital has led to a diverse exploration of technology paths and business models within the industry, with companies like Zhongqing Robotics focusing on high-performance humanoid robots, while others like Pudu Technology are taking a more pragmatic iterative approach [3] - The emergence of a "robot valley" industrial cluster in regions like Shenzhen is evident, with the total output value of the Shenzhen robotics industry chain exceeding 200 billion RMB in 2024 [2][3] Group 3: Challenges and Strategies - The humanoid robotics industry faces significant challenges, including low efficiency, insufficient precision, and high hardware costs, which all players must overcome [4] - Zhongqing Robotics plans to adopt a "hardware open-source + ecosystem profit-sharing" business model and aims to integrate traditional motion control with reinforcement learning algorithms to address these challenges [4] Group 4: Future Outlook - Investors view humanoid robots as the next disruptive terminal following smartphones and smart cars, positioning them as a core platform for future productivity [5] - The current landscape of the humanoid robotics industry is characterized by accelerated capital influx alongside high uncertainty in technology paths and business models, with the potential for real-world application dependent on overcoming common challenges [5]
机器人替代机器:智库智能引领托盘仓储领域时代浪潮——专访江苏智库智能科技有限公司CEO 蔡传玉
Sou Hu Cai Jing· 2025-07-21 04:18
Core Viewpoint - The introduction of the six-way shuttle vehicle by Jiangsu Zhiku Intelligent Technology Co., Ltd. aims to replace traditional automation equipment with robots, providing more efficient and flexible solutions to meet the market's demand for high flexibility and convenient delivery [2][3]. Industry Transformation - The intelligent logistics and warehousing sector is undergoing significant changes driven by the rapid development of artificial intelligence and the continuous advancement of China's supply chain industry [2]. - The pallet storage robot sector shows immense development potential and a broad market space, which is crucial for improving efficiency and reducing costs in the logistics and warehousing industry [2]. Product Innovation - The six-way shuttle vehicle is an innovative solution that addresses the limitations of traditional stackers and four-way shuttle vehicles, enhancing product and solution iterations [4]. - This system consists of R-bot four-way shuttles and H-bot vertical two-way vehicles, allowing for flexible combinations based on customer scenarios, efficiency, and layout requirements [6]. - The six-way shuttle vehicle replaces traditional automation equipment with standardized products, significantly improving the efficiency of warehousing centers [8]. Research and Development - The development of the six-way shuttle vehicle involved a comprehensive comparison across six key dimensions: cost, density, flexibility, efficiency, delivery, and operation and maintenance, showing significant advantages over traditional solutions [10]. - The product is designed to be easily installed and utilized, marking a shift from integrated products to product integration in the pallet storage scene [11]. Customer-Centric Innovation - The company emphasizes a customer-centric innovation approach, aiming to meet the fundamental needs of clients [12]. - Over eight years, the company has positioned itself as a leader in pallet storage robots, developing a comprehensive product system tailored for different storage heights [12]. Market Trends - The trend in the pallet storage sector is moving towards productization and automation, with standardized products facilitating better quality and cost control, as well as global delivery and deployment [14]. - The six-way shuttle vehicle has received positive feedback not only from domestic clients but also from international markets, particularly in developed regions like Europe, the U.S., Japan, and South Korea, as well as the growing Southeast Asian market [16]. Future Outlook - The industry is expected to transition from "machines replacing humans" to "robots replacing machines," which is the core philosophy behind the development of the six-way shuttle vehicle [16].
京东回应!为何密集投资机器人企业?
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-21 04:07
据透露,附身智能品牌JoyInside是京东内部一支重要力量,通过将京东角色大模型驱动的对话智能体植 入机器人、机器狗、AI玩具等硬件中,为用户提供情感陪伴,增加产品的竞争力。截至目前,京东已 经与十余家头部机器人品牌达成合作,其中包括众擎PM01京东JoyInside机器人。另一家刚开售的AI潮 玩也接入了JoyInside能力,在京东独家发售,将于WAIC上宣布。 此外,由于自身产业需求,京东已经积累了内部的具身智能硬件能力。在2025年CVPR(IEEE/CVF Conference on Computer Vision and Pattern Recognition)机器人双臂操作仿真挑战赛中,京东科技团 队"JD-TFS"夺得双冠。早在2024年4月,京东科技发布了国内首个双臂移动机器人操作数据集。 此外,据知情人士透露:京东还将于7月底举办的WAIC上,宣布附身智能品牌JoyInside与众多机器人企 业的合作,包括近期爆火的AI潮玩和AI教育机器人,覆盖了市面上的主流头部消费机器人品牌。 业界已经关注到京东在密集布局机器人投资,5月参与投资了智元机器人。在京东内部也成立了相关业 务部门,有多个团 ...
蓝思科技入股北京中科慧灵机器人技术有限公司
news flash· 2025-07-21 03:57
Group 1 - The core point of the article is that Lens Technology has become a shareholder in Beijing Zhongke Huiling Robot Technology Co., Ltd. [1] - Beijing Zhongke Huiling Robot Technology Co., Ltd. was established in August 2023 with a registered capital of approximately 1.37 million RMB [1] - The company focuses on manufacturing electronic specialized equipment, software development, and research and development of intelligent robots [1] Group 2 - The new shareholder, Lens Technology, joins existing shareholders including Hainan Zhidong Intelligent Technology Co., Ltd. and Lenovo (Beijing) Co., Ltd. [1]
一日连投三家机器人企业!京东回应
Di Yi Cai Jing· 2025-07-21 03:48
Core Insights - JD.com is focusing on the integration of upstream and downstream resources in the robotics sector, emphasizing the importance of collaboration over mere investment [1] Group 1: Investment and Strategic Moves - On July 21, JD.com made significant investments in the robotics field, leading three funding rounds for companies such as Qianxun Intelligent, LimX Dynamics, and Zhongqing Robotics [2] - JD.com has previously invested in Zhiyuan Robotics and established a "Smart Robotics Business" department, indicating a strategic commitment to the robotics industry [2] - During the "6.18" shopping festival, JD.com signed contracts with over 30 embodied intelligence brands to promote product sales [2] Group 2: Technological Focus and Ecosystem Development - JD.com plans to open its logistics, retail, health, and industrial scenarios to robotics brands, aiming to create a comprehensive ecosystem that includes components like robotic arms and laser radars [3] - The company is also targeting the consumer robotics market, with plans to announce collaborations at the 2025 WAIC, integrating its large model-driven conversational AI into various robotic products [3] Group 3: Challenges and Industry Dynamics - Experts note that while JD.com excels in supply chain and retail, transitioning into the embodied intelligence sector requires enhancing capabilities in R&D, product definition, and industry integration [4] - The real challenge lies in facilitating the collaboration between technology validation and large-scale application, which will test JD.com's ability to integrate its resources effectively [4]
京东领投,宁德时代旗下资本跟投!众擎机器人融资近10亿元
Zheng Quan Shi Bao Wang· 2025-07-21 03:37
继在年初顺利完成中东和韩国知名资本融资后,近期众擎再次连续完成两轮融资,总金额近10亿元,其 中Pre-A++轮由小鹏汽车作为基石出资人发起设立的星航资本投资。A1轮融资由京东领投,宁德时代 (300750)旗下溥泉资本、银泰集团等产投,以及华控基金、达晨财智旗下国晨基金、黄浦江资本等财 投参投。 同时,中东资本、国香资本、弘晖基金、浔商创投、包河创投等老股东也积极参与了这两轮的连续增 资。新老股东的大力支持将助推众擎在量产交付、产品矩阵拓展、具身智能应用落地等方面的强劲发 展。 目前,众擎已与英伟达、亚马逊、京东、腾讯、字节等海内外头部产业伙伴构建深度协同合作生态,覆 盖商业服务、危险作业、文旅游乐等多元场景,全力推进人形机器人率先规模化落地应用。 在科技产品从研发到规模化生产的进程里,产能爬坡是必经阶段。众擎自成立至今不到两年的时间里, 借助深圳强大的生产制造业与供应链基础,正积极协调供应链伙伴、生产团队、技术专家等多方资源, 从物料排产、产线效能提升、质量管控体系升级等维度发力,生产进度进入加速通道,部分环节产能提 升超预期,计划在第四季度前完成优化升级并稳步向市场交付优质产品,为规模化落地筑牢根基。 ...
众擎机器人获近10亿元Pre-A++轮和A1轮融资,小鹏汽车和京东投资
Sou Hu Cai Jing· 2025-07-21 03:31
星航资本管理合伙人袁兵表示:"人形机器人是继智能手机、智能汽车后的下一代颠覆性终端。众擎团队凭借深厚的硬件研发基因、清晰的具身智能技术 路线图,以及覆盖科研、工业、家庭场景的产品矩阵,已跻身行业头部阵营。星航看好众擎推动人形机器人在工业制造、商业服务等场景的快速落地,也 持续协同众擎探索上游合作及下游应用机会,期待其成为全球人形机器人产业化进程的重要推动者。" 银泰集团副总裁、银柏投资总经理王顺表示:"赵 同阳是一位连续成功的创业者,具备丰富的产业经验和强大的团队领导力。在他的带领下,众擎团队在短时间内迅速崛起,成为国内知名的具身智能机器 人公司。团队不仅在核心零部件方面实现了全栈自研,还与多家产业投资方深度合作,持续打磨产品。凭借这些优势,众擎在具身智能领域展现出广阔的 发展潜力。" 投资界7月21日消息,2025年7月,众擎机器人正式完成两轮融资,其中Pre-A++轮由小鹏汽车作为基石出资人发起设立的星航资本投资;A1轮融资由京东 领投,宁德时代旗下溥泉资本、银泰集团等产投,以及华控基金、达晨财智旗下国晨基金、黄浦江资本等财投参投。同时,中东资本、国香资本、弘晖基 金、浔商创投、包河创投等老股东也参与了这 ...