又出手了！美团不想错过下一个宇树

Core Viewpoint - Meituan is actively investing in the robotics sector, aiming to leverage its "retail + technology" strategy to explore various robotic technologies and applications, ensuring it does not miss out on potential star companies like Yushun [2][3][6]. Investment Strategy - Meituan's recent investment in Shenzhen Self-Variable Robotics, which focuses on "general embodied large models," highlights its commitment to the robotics field [4]. - The company has previously invested in various robotics companies, including Yushun Technology and Ginkgo Robotics, indicating a diversified investment approach to mitigate risks associated with technology paths [9][10]. Technological Focus - The founder of Self-Variable Robotics, Wang Qian, emphasizes the importance of real-world data for developing general robots with fine operational capabilities, showcasing the company's innovative approach to robotics [4]. - Self-Variable's WALL-A model demonstrates zero-shot generalization capabilities, which are crucial for the development of general robots, reflecting a significant technological advancement in the field [4][5]. Market Positioning - Meituan's dual investment strategy in different robotics companies reflects the current fragmented state of the robotics technology landscape, where no single technology path has emerged as dominant [5][11]. - The company is focusing on the coupling potential between robotics and its core business, indicating a strategic alignment with its operational needs [10][11]. Future Prospects - Meituan plans to continue its investment in cutting-edge technologies, including AI and drone delivery, while exploring practical applications of robotics in various service scenarios [10][11]. - The collaboration with Ginkgo Robotics to create a humanoid robot smart pharmacy solution illustrates Meituan's commitment to integrating robotics into its service ecosystem [11].