大厂“抢投”具身智能

Core Viewpoint - The article discusses the increasing investments by major internet companies in the field of embodied intelligence, highlighting the competitive landscape and the strategic moves made by companies like JD.com, Meituan, Alibaba, and Tencent [3][7][12]. Investment Activities - JD.com announced leading investments in three embodied intelligence companies, including Qianxun Intelligent, Zhongqing Robotics, and Zhujidi Power, indicating a strong commitment to this emerging sector [3][4]. - Zhongqing Robotics completed a Pre-A++ and A1 round of financing, raising nearly 1 billion yuan, with a current valuation of approximately 4.5 billion yuan [4]. - Qianxun Intelligent raised about 600 million yuan in its Pre-A+ round, bringing its total funding to nearly 1.4 billion yuan since its establishment [5][6]. - Zhujidi Power, founded in January 2022, received strategic investment from JD.com, focusing on humanoid robot systems and development tools [6]. Market Trends - The competition in the embodied intelligence sector is intensifying, with major players like Meituan, Alibaba, and Tencent also making significant investments and partnerships [10][11]. - JD.com is positioning itself to leverage embodied intelligence for enhancing its supply chain and logistics capabilities, with a notable increase in sales of intelligent robots during the 618 shopping festival [10][12]. - The article notes that the market for AI toys is expected to grow rapidly, with JD.com aiming to capture this segment by integrating intelligent systems into traditional toys [9][10]. Strategic Focus - JD.com is establishing a dedicated department for embodied intelligence, exploring various applications and collaborations with leading robotics brands [8][9]. - The company aims to create a technology innovation ecosystem through both internal development and external investments, focusing on supply chain scenarios [8][12]. - Other internet giants are also exploring collaborations and investments in embodied intelligence to maintain their technological edge and adapt to potential disruptions in their core businesses [12].