Workflow
美团王兴,中国具身智能第一投资人
量子位·2025-07-14 00:46

Core Viewpoint - The article highlights the aggressive investment strategy of Meituan, led by founder Wang Xing, in the field of embodied intelligence and robotics, positioning him as a key player in this emerging sector [2][10][9]. Group 1: Investment Activities - Meituan has made significant investments in two embodied intelligence companies, Shizhi Hang and Xinghai Tu, within a short span of July 2023, with total financing exceeding $100 million [4][5]. - In 2023, Wang Xing's funds have made a total of eight investments in seven companies related to embodied intelligence [8]. - Meituan's investment activities in embodied intelligence have been consistent, with a total of six investments made in the first half of 2023 alone [6]. Group 2: Notable Companies and Financing - Xinghai Tu completed A4 and A5 rounds of financing, raising over $100 million, with a post-financing valuation exceeding 3 times its valuation at the beginning of the year [14]. - Shizhi Hang achieved a financing of $122 million in its angel round, with Meituan leading the investment [16]. - Other notable companies include Kangnuo Siten, which raised 800 million yuan, and Ziyuan Robotics, which completed several rounds of financing, with Meituan participating in multiple rounds [18][20]. Group 3: Strategic Shift and Future Outlook - Meituan's investment strategy has evolved from focusing on consumer-related projects to prioritizing hard technology, particularly in robotics and AI, reflecting a broader strategic shift [39][48]. - The establishment of the Meituan Robotics Research Institute in Shenzhen marks a commitment to advancing key technologies in drones, autonomous driving, and embodied intelligence [40][41]. - Wang Xing's vision encompasses a future where robotics serves as a foundational infrastructure, bridging the digital and physical worlds [54][62].