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].

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]