Sou Hu Cai Jing·2025-07-21 12:08Group 1: Investment Trends in Embodied Intelligence - Major players in the tech industry, including JD.com and Meituan, are intensifying their focus on embodied intelligence, with JD.com leading investments in three companies in July 2025 [1][3] - JD.com led a nearly 600 million yuan Pre-A+ round investment in Qianxun Intelligent, which specializes in daily task automation through its humanoid robot Moz1, featuring advanced hardware capabilities [1][2] - Another company, Zhongqing Robotics, secured nearly 1 billion yuan in funding, with plans to scale production and enhance R&D in embodied intelligence technology [2][3] Group 2: Strategic Focus of Investments - JD.com's investment strategy emphasizes a combination of hardware and intelligent models, aiming for high compatibility and mass production capabilities to optimize performance and cost [3] - Meituan's investments in Itashi Intelligent and Xinghaitu focus on enhancing service scenarios through low-cost intelligent solutions, aligning with its core business in local life services [5][7] - Itashi Intelligent's technology integrates multi-modal environmental perception, enhancing operational efficiency in complex indoor environments, while Xinghaitu develops lightweight intelligent modules for existing service devices [5][7] Group 3: Market Implications - The investments by JD.com and Meituan indicate a shift towards practical commercialization of embodied intelligence, with both companies aiming to reshape the service industry's intelligent transformation [5][7] - The competition between these tech giants in the realm of intelligent services is expected to drive innovation and efficiency in local service operations, potentially transforming the entire service sector [5][7]