Core Insights - Meituan is diversifying its investments in the robotics sector, focusing on companies with different technological paths to avoid missing out on potential star companies like Yushun [1][5][7] - The company has been strategically investing in various types of robots, including cleaning robots, hotel robots, collaborative robots, and humanoid robots, aligning with its "retail + technology" strategy [1][8] - Meituan's recent investment in Self-Variable Robotics, which focuses on developing general-purpose embodied AI models, highlights its commitment to advancing robotics technology [3][4] Investment Strategy - Meituan's investment in Self-Variable Robotics is notable as it marks a significant move in the robotics field, with the company leading a multi-million dollar Series A funding round [1][3] - The founder of Self-Variable Robotics, Wang Qian, emphasizes the importance of real-world data for developing robots with fine operational capabilities, showcasing the company's innovative approach [4] - Meituan's dual investment strategy reflects its understanding of the diverse technological routes in the robotics industry, allowing it to hedge against potential misjudgments in technology paths [5][10] Market Positioning - Meituan has previously invested in various robotics companies, including Yushun Technology and Galaxy General Robotics, indicating a strong interest in the robotics market [7][9] - The company is leveraging its investments to enhance its ecosystem, particularly in service scenarios where technology consensus has not yet been established [10] - Meituan's strategic partnerships, such as the collaboration with Galaxy General Robotics to create a humanoid robot pharmacy solution, demonstrate its commitment to integrating robotics into practical applications [9]
又投了一家机器人企业,美团不想错过下一个宇树