继阿里之后，逐际动力再获京东新融资，两大电商巨头已入局

Core Insights - The focus of competition in the embodied intelligence sector is shifting from technical specifications to the acquisition of real application scenarios [2] - LimX Dynamics has completed a new round of financing led by JD Group, aimed at mass production of full-size humanoid robots, development of embodied large models, and construction of the "IDS ecosystem" [2] - The financing indicates a deepening collaboration between LimX Dynamics and JD in core areas such as retail, logistics, and services [2] Company Developments - LimX Dynamics is advancing two product lines, with its full-size humanoid robot ready for mass production and set for public sale in the second half of the year [3] - The company’s TRON 1 bipedal robot has been delivered to domestic and international universities and smart device companies, with ongoing application development in inspection, security, and delivery scenarios [3] - LimX Dynamics utilizes its self-developed embodied large model technology, LimX VGM, which trains on human operation videos to reduce reliance on real robot training data, employing a strategy called "Data Recipe" [3] Industry Challenges - The embodied intelligence industry faces common challenges, including high hardware costs, task generalization in complex unstructured scenarios, and unclear ROI in most applications [4] - The competition is increasingly focused on identifying and penetrating large-scale application scenarios that can achieve a commercial closed loop [4] - The trend indicates a shift towards systemic competition encompassing "technology platform + industry scenario + developer ecosystem," rather than just algorithm or hardware comparisons [4]