机器人大讲堂·2025-07-24 09:58Core Viewpoint - The competition among JD, Meituan, and Alibaba in the humanoid robot and embodied intelligence sectors is intensifying, with each company adopting distinct strategies to secure their positions in this emerging market [1][2]. Group 1: JD's Strategy - JD has made significant investments in humanoid robotics, with three major investments announced on July 21, including Qianxun Intelligent, Zhujidongli, and Zhongqing Robotics, with funding amounts reaching nearly 1 billion [3][4]. - JD's approach combines investment, ecosystem building, and scene application, aiming to create a comprehensive ecosystem that integrates humanoid robots and embodied intelligence [4][9]. - The company has established a dedicated department for embodied intelligence and launched the JoyInside platform to integrate its large model capabilities into various robots and smart hardware [4][8]. Group 2: Meituan's Approach - Meituan has been an early and aggressive investor in humanoid robotics, with investments exceeding 1 billion since 2021, targeting companies like Yushu Technology and Pudu Technology [10][11]. - The company operates two main investment lines: strategic investments through its investment department and financial investments through Meituan Longzhu, focusing on enhancing operational efficiency in its local service ecosystem [13][15]. - Meituan has established its own robotics research institute to deepen its understanding of the industry and improve its technological capabilities [15]. Group 3: Alibaba's Investments - Alibaba has shown strong interest in humanoid robots and embodied intelligence, participating in several funding rounds, including a 300 million RMB investment in Star Motion Epoch [16][18]. - The company has established a subsidiary, Ant Lingbo Technology, dedicated to the research and development of embodied intelligent robots, leveraging its cloud and AI infrastructure [18][19]. - Alibaba's cloud platform has significant capabilities in processing unstructured data, which is essential for training and deploying embodied intelligence models [18][20]. Group 4: Industry Landscape - The competition among major tech giants like JD, Meituan, and Alibaba reflects a broader trend in the Chinese tech industry, with companies like Tencent, Baidu, and ByteDance also investing heavily in humanoid robotics and embodied intelligence [22]. - The market for humanoid robots and embodied intelligence is expected to grow significantly as these technologies transition from experimental phases to practical applications in various sectors [22][23].