21世纪经济报道·2025-08-01 00:18Core Viewpoint - The humanoid robot industry is experiencing a significant influx of investment from established internet giants, marking a potential turning point for commercialization and capital influx in the sector [2][4]. Group 1: Investment Trends - By mid-2025, the humanoid robot industry saw a rare wave of financing, primarily from well-known internet companies like JD.com, Tencent, and Alibaba [2]. - JD.com made substantial investments in four humanoid enterprises by the end of July, indicating a strategic expansion in the robotics sector [3][18]. - Meituan has invested in 30 robot-related companies over the past three years, positioning itself as a major player in the robotics landscape [6]. Group 2: Company Strategies - Meituan's investment strategy focuses on integrating technology into its business model, emphasizing the importance of hardware alongside software [7][8]. - Tencent aims to create an open collaborative ecosystem in the humanoid robot space, positioning itself as a facilitator rather than a direct competitor [10][12]. - Alibaba's approach is more subdued, with fewer investments in humanoid robots, focusing instead on foundational technologies like AI and cloud computing [14][16]. Group 3: Market Dynamics - The competition among internet giants has shifted from exclusivity to collaboration, with multiple companies investing in the same humanoid robot projects [24][25]. - The disparity in funding between leading humanoid robot projects and others is widening, with top firms securing significant investments while others struggle [24][25].