7月21日，京东在同一天内宣布完成对三家具身智能领域头部企业的投资： 公司官网显示，千寻智能（Spirit AI）成立于2024年2月，是一家具备AI+机器人全栈生产力级技术能力的 具身智能公司。据介绍，在具身模型层面，千寻智能自研的VLA模型Spirit v1持续迭代升级，能够精准完 成桌面整理、扔垃圾、座椅归位等办公室任务，不断提升模型在多场景中的落地能力。这种 "硬件性能突 破 + AI模型进化" 的深度协同模式，为千寻智能构筑起具身智能赛道的核心技术壁垒。 千寻智能完成6亿元PreA+轮融资，由京东领投。 逐 际 动 力 （ L imX Dynami c s ） 完 成 新 一 轮 融 资 ， 由 京 东 战 略 领 投 ， 并 且 将 深 化 与 京 东 在 零 售、物流和服务等领域的协同合作。 众擎机器人完成两轮融资，其中A1轮融资由京东领投。 对此，京东对回应表示：京东高度重视包括具身智能、大模型在内的技术热点，聚焦供应链场景，推动创 新应用。京东持续通过内部技术创新和外部投资等方式来构建技术创新生态，让技术为产业和消费者创造 价值。 此外，据知情人士透露：京东还将于7月底举办的WAIC（世界人 ...

据透露，附身智能品牌JoyInside是京东内部一支重要力量，通过将京东角色大模型驱动的对话智能体植 入机器人、机器狗、AI玩具等硬件中，为用户提供情感陪伴，增加产品的竞争力。截至目前，京东已 经与十余家头部机器人品牌达成合作，其中包括众擎PM01京东JoyInside机器人。另一家刚开售的AI潮 玩也接入了JoyInside能力，在京东独家发售，将于WAIC上宣布。 此外，由于自身产业需求，京东已经积累了内部的具身智能硬件能力。在2025年CVPR（IEEE/CVF Conference on Computer Vision and Pattern Recognition）机器人双臂操作仿真挑战赛中，京东科技团 队"JD-TFS"夺得双冠。早在2024年4月，京东科技发布了国内首个双臂移动机器人操作数据集。 此外，据知情人士透露：京东还将于7月底举办的WAIC上，宣布附身智能品牌JoyInside与众多机器人企 业的合作，包括近期爆火的AI潮玩和AI教育机器人，覆盖了市面上的主流头部消费机器人品牌。 业界已经关注到京东在密集布局机器人投资，5月参与投资了智元机器人。在京东内部也成立了相关业 务部门，有多个团 ...

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]