Group 1 - JD.com has significantly increased its presence in the embodied intelligence robotics sector, establishing a dedicated robotics business unit and investing in six robotics startups within three months [1][2] - The competition in the embodied intelligence space is intensifying, with major players like JD.com, Meituan, and Ant Group emerging as key contenders [1][2] - Meituan has invested in over ten robotics and embodied intelligence companies since 2020, focusing on various applications including industrial, food delivery, and cleaning [2][3] Group 2 - Meituan's investment strategy aligns with its local life platform, aiming to enhance the relationship between users, merchants, and logistics through robotics [3][4] - Meituan provides comprehensive support to its invested startups, leveraging its platform resources and technical ecosystem to facilitate rapid validation and implementation of robotics solutions [4][5] - JD.com is facilitating sales channels for robotics brands through its self-operated model, significantly increasing sales volume, with a reported 3x growth in overall sales and a 17x increase in embodied intelligence robot sales during the 618 shopping festival [6][8] Group 3 - JD.com is integrating its JoyInside platform's large model capabilities into robotics hardware, enhancing the interaction experience of robots [9] - The company is addressing the sales challenges faced by robotics firms by establishing a dedicated operational team to manage pre-sales, sales, and after-sales processes [8][9]
互联网大厂抢占具身智能生态位,出钱又出力