第一财经·2025-07-21 04:50Core Viewpoint - JD.com is significantly investing in the robotics sector, focusing on building a technological innovation ecosystem through internal innovation and external investments, particularly in supply chain scenarios [1][2]. Group 1: Recent Investments and Developments - JD.com has recently led investments in three robotics companies: Qianxun Intelligent, LimX Dynamics, and Zhongqing Robotics, with a total investment of 6 billion yuan in Qianxun [1]. - The company has established a dedicated "Intelligent Robotics Business" department to comprehensively lay out its strategy in the emerging robotics industry [1]. - During the 6.18 shopping festival, JD.com signed contracts with over 30 embodied intelligence brands to promote product sales [1]. Group 2: Strategic Focus and Collaborations - JD.com plans to open its logistics, retail, health, and industrial scenarios to robotics brands, actively introducing components such as dexterous hands, laser radars, and robotic arms [2]. - The company is also targeting the consumer robotics market, with its brand JoyInside collaborating with numerous robotics companies to integrate conversational AI into various hardware [2]. Group 3: Challenges and Industry Dynamics - Experts note that while JD.com excels in supply chain and retail, transitioning into a participant in the embodied intelligence industry requires enhancing capabilities in research and development, product definition, and industry integration [3]. - The real challenge lies in facilitating resource collaboration across the supply chain and ensuring the practical application of embodied intelligence in commercial settings [3].