Tai Mei Ti A P P·2025-08-08 06:49Core Insights - The competition among major internet companies has intensified in the robotics sector, with significant investments pouring in, totaling 23.2 billion in the first five months of this year, surpassing the total for the previous year [1][2]. Group 1: Major Players and Strategies - JD.com and Meituan are leading the charge in the robotics space, focusing on replacing their large workforce with robots to enhance efficiency and reduce costs [4][6]. - JD.com has made aggressive investments in three well-known robotics companies in a single day, signaling a strong commitment to the robotics sector [5][6]. - Meituan has also been proactive, investing early in various robotics projects and becoming a major external shareholder in key companies [7][8]. Group 2: Cloud and AI Infrastructure - Alibaba and Baidu are taking a different approach by positioning themselves as suppliers for robotics companies rather than directly manufacturing robots [9][10]. - Both companies are heavily investing in cloud computing and AI infrastructure to support the robotics industry, with Alibaba planning to invest more in the next three years than in the past decade [11][12]. - The strategy for both companies is to become the foundational platform for robotics, akin to "Android" or "Windows" in the software world [13]. Group 3: Diverse Investment Approaches - Tencent is adopting a dual strategy of investing in robotics companies while also developing its own software platform for robotics, aiming to create a comprehensive ecosystem [14][16]. - Ant Group is focusing on direct involvement in robotics development, with plans to establish a subsidiary dedicated to embodied intelligence and robotics [17][18]. - The contrasting strategies of Tencent and Ant Group highlight the diverse approaches within the industry, with Tencent aiming for a broad ecosystem and Ant Group focusing on specific high-value service scenarios [18].