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具身智能成大厂“必争之地” 京东三个月连投6家公司
Zheng Quan Shi Bao·2025-08-05 18:49

Group 1 - The core viewpoint of the articles highlights the increasing investment activity in the field of embodied intelligence by major internet companies, particularly JD.com, which has made multiple investments in this sector over the past three months [2][3][5] - JD.com has invested in various companies across the entire supply chain of embodied intelligence, including robotics, core components, and interaction models, indicating a strategic focus on enhancing its service ecosystem through these technologies [3][4] - Other major players like Alibaba, Meituan, and Tencent are also actively investing in embodied intelligence, with Meituan having invested in 30 related companies over the past three years, showcasing a competitive landscape among these tech giants [5][6] Group 2 - The financing landscape for embodied intelligence has seen a significant surge, with over 83 financing events reported globally in the humanoid robotics sector this year, totaling over 14 billion yuan, and Chinese companies accounting for 60% of this funding [7] - The trend of increasing investments is expected to continue, with projections indicating that the number of humanoid robot companies may double in the coming months, further driving the growth of the industry [7][8] - Despite the influx of capital, industry experts note that while industrial robots have reached maturity, embodied intelligence is still in its conceptual phase, raising questions about the practical outcomes of these investments [7]