Core 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].

Core Insights - JD.com is intensively investing in robotics companies and has launched its own embodied intelligence brand, JoyInside, to enhance its presence in the smart hardware market [1][2] - The company has led significant funding rounds for various robotics firms, indicating a strong commitment to technological innovation in supply chain applications [1][2] Investment Activities - JD.com led a 600 million yuan Pre-A+ round financing for Qianxun Intelligent and strategically invested in LimX Dynamics [1] - The company also participated in two funding rounds for Zhongqing Robotics, demonstrating its active role in the robotics investment landscape [1] Brand Development - JoyInside aims to integrate JD.com's large model-driven conversational AI into various hardware, including robots and AI toys, to enhance user experience and product competitiveness [2] - JD.com has established partnerships with over ten leading robotics brands, including the launch of the JoyInside robot in collaboration with Zhongqing [2] Technological Advancements - JD.com has developed internal capabilities in embodied intelligence hardware, evidenced by its success in the 2025 CVPR robotics dual-arm operation simulation challenge [2] - The company released China's first dual-arm mobile robot operation dataset in April 2024, showcasing its commitment to advancing robotics technology [2] Market Positioning - JD.com's multi-faceted approach in the embodied intelligence sector aligns with its supply chain role, potentially enhancing its application value in technology, services, and logistics [2]

Core Insights - The article highlights the growing integration of robots into everyday life, transforming them into companions and assistants for consumers [1][3] - JD's JoyInside platform is positioned as a leader in providing interactive capabilities for robots, toys, and home devices, creating a comprehensive ecosystem of embodied intelligence [1][3] Industry Overview - The smart robot industry is in its early stages of rapid growth, driven by demographic trends such as aging populations and labor shortages, which create demand in sectors like healthcare, household chores, and industrial production [3] - The rise of AI toys that combine intelligence and emotional interaction is reshaping consumer expectations and fulfilling emotional needs [3] Technological Advantages - JoyInside boasts four key advantages that enhance human-robot interaction: a leading industry model, a rich array of character agents, superhuman interaction experiences, and high coordination between verbal and non-verbal communication [4][5][6] - The JD model leverages 70% general data and 30% supply chain data, focusing on industry applications and providing a strong multi-modal dialogue capability [4] Application Scenarios - JoyInside has been successfully implemented in various scenarios, including family companionship with products like the MagicDog Pro, which can express emotions and interact with users [8] - In educational settings, JoyInside transforms AI chess robots into comprehensive learning tools, enhancing children's engagement and growth [12] - The technology is also applied in enterprise environments, providing customizable robots for diverse applications from entertainment to industrial manufacturing [14] Market Performance - During the 618 shopping festival, JD's self-operated sales of smart robots increased threefold, while sales of embodied intelligent robots surged by 17 times, indicating significant market potential [15]