3 6 Ke·2025-07-18 10:49Core Insights - JD.com and Meituan are actively incorporating embodied intelligence into their core strategies, aiming to revolutionize operational efficiency and build future competitiveness through technological advancements [1][2][22] - Both companies, while taking different paths, share a common goal of leveraging embodied intelligence to enhance their main business operations and secure strategic advantages in the AI-driven industrial competition [2][22] Investment Strategies - Meituan is more aggressive in its investment approach, having made eight investments in embodied intelligence companies since 2024, including notable firms like Yushutech and Miaodong Technology [3][5] - JD.com has also made significant investments, such as a 200 million yuan strategic investment in AI cooking robot company Xianglu Technology in July 2024, indicating a strong commitment to the sector despite fewer overall investments [8][12] Technological Integration - Meituan emphasizes the integration of robotics and AI to enhance its supply chain and delivery systems, aiming to reduce fulfillment costs and connect the physical and digital worlds [1][3] - JD.com is focusing on optimizing its logistics and cloud services through the synergy of embodied intelligence products, aiming to establish a unique market position in the retail channel [2][10] Research and Development - Meituan established the Meituan Robotics Research Institute in 2022, collaborating with over 20 global universities to advance key technologies in robotics and AI [9][19] - JD.com has formed a dedicated business unit for embodied intelligence, hiring key personnel from leading tech firms to drive its research and development efforts [8][12] Market Positioning - JD.com aims to create an ecosystem for embodied intelligence products, leveraging its existing 3C channel advantages and AI technology to establish itself as a leading platform for robotic sales [10][12] - Meituan's strategy involves breaking traditional business boundaries by investing in diverse technology sectors, positioning itself as a connector between offline services and the digital world [20][22]