量子位·2025-07-21 06:46Core Viewpoint - Liu Qiangdong is making significant investments in the field of embodied intelligence, following Wang Xing's lead, indicating a competitive push in advanced technology sectors [1][2][4]. Investment Activities - Liu Qiangdong's recent investments include leading rounds for three companies in the embodied intelligence sector, further fueling the already vibrant market in July [2][3]. - Meituan also invested in two embodied intelligence companies, indicating a broader trend of tech companies entering this space [3]. Company Summaries - Qianxun Intelligent (千寻智能): - Completed a nearly 600 million Pre-A+ round led by JD.com, with participation from various investment funds [7][9]. - Plans to enhance its VLA model and upgrade robot hardware performance, focusing on industrial delivery systems [8][12]. - Launched the Moz1 humanoid robot, featuring 26 degrees of freedom and advanced control algorithms [15]. - Zhongqing Robotics (众擎机器人): - Announced nearly 1 billion financing, completing both Pre-A++ and A1 rounds, with JD.com leading the A1 round [16][20]. - Aims to scale production and enhance technological competitiveness, with a focus on self-developed core components and algorithms [20]. - Zhujidi Power (逐际动力): - Secured new financing led by JD.com, focusing on collaboration in retail, logistics, and services [21]. - Emphasizes a dual approach in hardware and embodied models, with plans to launch a full-size humanoid robot [24]. Strategic Focus - The investments highlight a trend towards integrating hardware and intelligence, aiming for high compatibility and performance optimization [27]. - Companies are focusing on mass production capabilities to facilitate real-world applications and data accumulation [28]. - JD.com is also establishing an internal department for embodied intelligence, collaborating with leading robotics brands to create an integrated ecosystem [31]. Industry Trends - The competition in the embodied intelligence sector is shifting from business-driven needs to a technology-driven paradigm, with both Liu Qiangdong and Wang Xing recognizing the importance of future-oriented strategies [33].