Nan Fang Du Shi Bao·2025-05-25 06:28Core Insights - Zhiyuan Robotics is set to complete a new round of financing, with investors including JD.com and Shanghai Embodied Intelligence Fund, marking JD's first investment in a robotics company since establishing its dedicated department for embodied intelligence in March 2023 [2][3] - The investment landscape for embodied intelligence has seen significant activity, with major internet companies making a total of 11 investments in this sector in 2023, indicating a shift in funding towards AI-influenced industries [8][9] Investment Details - JD.com has invested 618,909 yuan in Zhiyuan Robotics, which is a subsidiary of JD Cloud, fully owned by JD Group [2][3] - The Shanghai Embodied Intelligence Fund, established in April 2025, is also participating in this investment, focusing on the entire supply chain of the embodied intelligence industry [3] Product Lines and Innovations - Zhiyuan Robotics has three main product lines: - The Expedition line focuses on full-size robots for factory operations and exhibitions - The Lingxi line features half-size humanoid robots, with the recent launch of the Lingxi X2 and an upcoming quadruped robot, Lingxi D1, aimed at educational and specialized applications - The Spirit line develops wheeled and dual-arm robots for data collection in real-world scenarios [4][6] Market Trends - The investment trend in embodied intelligence is driven by the ongoing reshuffling in the AI large model sector, with companies like Tencent, Baidu, Meituan, and Alibaba also making significant investments in robotics [8][9] - JD's collaboration with Zhiyuan Robotics may enhance its capabilities in various service scenarios, including automated services in highway service areas [7] Competitive Landscape - Other major players in the robotics investment space include Tencent, which has invested in Zhiyuan Robotics and other companies, and Alibaba and Meituan, which have been particularly aggressive in their investments [9][11] - The competition is intensifying as companies explore innovative applications for robots in various sectors, including hospitality and delivery services [11]