证券时报·2025-07-21 11:47Core Viewpoint - JD.com has made significant investments in three leading companies in the field of embodied intelligence, indicating a strategic focus on technological innovation and collaboration in supply chain applications [1][2][3][4]. Investment Details - JD.com led a 600 million yuan Pre-A+ round financing for Qianxun Intelligent [1][8]. - LimX Dynamics completed a new financing round led by JD.com, aiming to deepen collaboration in retail, logistics, and services [2][10]. - JD.com also led the A1 round financing for Zhongqing Robotics, which focuses on general-purpose intelligent robots [3][13]. Company Profiles - Qianxun Intelligent: Founded in February 2024, it specializes in AI and robotics, with its self-developed VLA model capable of performing various office tasks. The company recently launched the Moz1 humanoid robot, which features 26 degrees of freedom and high-performance control capabilities [6][8]. - LimX Dynamics: This company focuses on creating full-size humanoid robots and has developed a collaborative platform for innovators and developers. It plans to publicly sell its humanoid robots in the second half of this year [9][10]. - Zhongqing Robotics: Established in October 2023, it is rapidly growing in the humanoid robot sector, emphasizing technological breakthroughs in hardware and algorithms. The company has formed partnerships with major industry players to promote the application of humanoid robots [11][14]. Strategic Importance - JD.com is positioning itself as a key player in the embodied intelligence sector, leveraging its extensive logistics and service capabilities. The company has seen a significant increase in sales of intelligent robots, with a threefold increase during the "618" shopping festival and a 17-fold increase in embodied intelligent robot sales [16][19]. - The global humanoid robot market is expected to exceed $100 billion by 2030, with significant demand in manufacturing, service, and logistics sectors [18][19].