Shang Hai Zheng Quan Bao·2025-08-06 18:33Group 1 - The core viewpoint of the article highlights the intense competition among industrial capital in the field of embodied intelligence, with significant investments from major players like JD.com and Meituan [1][2] - JD.com has rapidly expanded its investment in embodied intelligence, having invested in six companies in the last three months, covering the entire industry chain from core components to interaction models [1][2] - Meituan has also been active in this space, investing in 30 companies over the past three years, focusing on various sectors such as delivery, service, cleaning, and healthcare [2] Group 2 - The article notes that the investment enthusiasm from companies like JD.com and Meituan is driven by the need for scene collaboration, responding to industrial upgrade demands, and positioning for future ecosystems [5] - JD.com’s strategy includes leveraging its logistics and service capabilities to enhance its core competitiveness, with a significant increase in sales of intelligent robots during promotional events [5] - The manufacturing sector, represented by companies like Midea, is also investing in embodied intelligence, viewing humanoid robots as a means to enhance the intelligence of home appliances and improve service capabilities [6] Group 3 - The article discusses the collaborative investment approach among internet giants, with companies like Tencent and Alibaba participating in joint funding rounds for key projects in embodied intelligence [4] - Notably, the largest single financing round in the field was completed by Galaxy General, raising 1.1 billion RMB, with significant contributions from industrial players like CATL [4] - The long-term vision for humanoid robots includes their integration into various business scenarios, with expectations for widespread application in manufacturing and service industries in the coming years [6]