Zheng Quan Ri Bao·2025-07-21 16:49Core Insights - JD.com has completed investments in three leading companies in the field of embodied intelligence, emphasizing its focus on technological hotspots like embodied intelligence and large models to drive innovation in supply chain scenarios [1][4] - The influx of capital into the embodied intelligence sector is driven by technological advancements, market demand, and capital investment, with the potential to reduce labor costs and enhance service quality [3][6] - JD.com is strategically positioning itself in the embodied intelligence market through a three-dimensional approach of investment, self-research, and ecosystem co-construction, with a focus on retail, logistics, and service applications [4][7] Investment Activities - JD.com led a 600 million yuan Pre-A+ round financing for Qianxun Intelligent Technology Co., Ltd., with participation from notable institutions [2] - Shenzhen Zhongqing Robot Technology Co., Ltd. announced two rounds of financing, with JD.com as the lead investor in the A1 round [2] - Shenzhen Zhujidong Technology Co., Ltd. completed a new round of financing led by JD.com, aimed at deepening collaboration in retail, logistics, and services [2] Market Potential - The Chinese embodied intelligence market is projected to reach 863.4 billion yuan in 2024 and 973.1 billion yuan in 2025, indicating significant growth potential [4] - JD.com has established relevant business departments to capitalize on this market opportunity and has previously invested in companies like Beijing Xianglu Technology Co., Ltd. and Shanghai Zhiyuan New Technology Co., Ltd. [4] Competitive Advantages - JD.com’s rapid advancement in the embodied intelligence sector aligns with its strategic focus on "supply chain technology + service ecosystem," with a threefold increase in sales of intelligent robots during the "618" shopping festival [6] - The company benefits from long-term technological accumulation, deep insights into user behavior, and synergies with existing home appliance and furniture businesses [6][7] - The dual approach of investing in leading companies while conducting internal research accelerates technological iteration and builds ecological barriers, facilitating the transition from technology validation to commercialization [6]