Core Insights - JD.com has strategically led a new round of Series A financing for the intelligent robotics and sensor company "Paxini," indicating a strong commitment to the embodied intelligence sector [1] - Over the past three months, JD.com has invested in six companies related to embodied intelligence, showcasing a rapid expansion in this field [1][4] - The upcoming "2025 World Robot Conference" will feature a presentation by Dr. He Xiaodong from JD.com, outlining the company's strategic logic in the embodied intelligence industry [1] Investment Strategy - Paxini, founded in June 2021, specializes in intelligent perception and interaction technology, with products including multi-dimensional tactile humanoid robots and multi-dimensional tactile sensors [2] - JD.com aims to create a closed-loop ecosystem encompassing sensors, datasets, large models, and multi-scenario applications, with Paxini's client base spanning various sectors such as smart manufacturing and healthcare [2] - The investment strategy reflects a clear selection criterion, focusing on technologies that fill gaps in JD.com's own research and development, and that are highly compatible with retail and logistics scenarios [5] Market Positioning - JD.com has positioned itself across the entire value chain of embodied intelligence, including robotics, core components, motion control technology, and interaction models [6] - Other major internet companies, such as Tencent and Meituan, are also accelerating their investments in the embodied intelligence market, recognizing its vast commercial application potential in retail and logistics [6] - The investment approach allows JD.com to quickly integrate external technological resources, thereby enhancing its competitive edge in smart retail and logistics [6] Industry Challenges - The embodied intelligence industry is still in its early stages, facing challenges such as high hardware costs, insufficient scene adaptability, and a lack of safety and ethical standards [7] - Key technical bottlenecks include the need for improved dexterous grasping, energy-efficient joint drives, and multi-modal perception integration [7] - The concentration of capital in leading firms may inhibit innovation among smaller companies, highlighting the need for a balanced investment approach to foster overall industry growth [7]

Group 1 - JD.com strategically led a new round of Series A financing for the embodied intelligence robotics company, Pasini, which will showcase its industrial logic at the World Robot Conference [1] - Pasini possesses multiple tactile technologies related to embodied intelligence, with products including the multi-dimensional tactile humanoid robot TORA-ONE and multi-dimensional dexterous hands DexH13 and DexH5 [1] - JD.com has been actively investing in the robotics sector, with Pasini being the sixth embodied intelligence-related company invested in over the past three months [1] Group 2 - JD.com recently launched the JoyInside brand for embodied intelligence, providing end-to-end solutions for robots to communicate with humans, with dozens of mainstream brands already integrated [2] - Many of the companies integrated with JoyInside are participating in the World Artificial Intelligence Conference (WAIC) or the upcoming World Robot Conference (WRC) [2] - JD.com is the exclusive global strategic partner for the 2025 World Robot Conference, indicating its rapid establishment of a broad network in the embodied intelligence field [2]

值得关注的是，上述企业中不少都参展世界人工智能大会（WAIC），或即将亮相8月8日开幕 的世界机器人大会（WRC）。京东也是2025世界机器人大会的"独家全球战略合作伙伴"。有 评论表示，京东已经迅速构建起具身智能领域最广泛的"朋友圈"。 【导读】京东战略领投具身智能机器人企业帕西尼，将在世界机器人大会展示产业逻辑 中国基金报记者 江右 8月5日，具身智能整机及传感器企业"帕西尼"完成新一轮A轮融资。据了解，这轮融资由京 东战略领投，浦耀信晔、宏兆基金、张科垚坤等多家跟投，庚辛资本中国担任独家战略财务 顾问。 帕西尼拥有具身智能相关的多项触觉技术，目前产品有多维触觉人形机器人TORA-ONE、多 维灵巧手DexH13和DexH5、ITPU多维触觉传感器PX-6AX和PX-3AX等。 在整机、核心零部件和传感器外，帕西尼还构建起年产近2亿条数据的全模态具身智能数据 集、OmniVTLA具身智能模型等，客户覆盖智能制造、康养医疗、工业生产、消费电子等领 域，形成"传感器、数据集、大模型、多场景落地"的闭环生态。 最近几个月，京东持续在机器人领域发力，帕西尼也是京东近三个月投资的第6家具身智能相 关企业。从今年5月 ...

Group 1 - JD has made its sixth investment in embodied intelligence companies within three months, covering the entire industry chain of embodied intelligence [1] - The latest investment was in the company "Paxini," which specializes in embodied intelligence hardware and sensors, and has developed multiple tactile technologies and products [1] - JD's investments since May include companies such as Zhiyuan Robotics, Qianxun Intelligent, Zhujidongli, Zhongqing Robotics, and RoboScience, encompassing various fields like robotic bodies, core components, motion control technology, embodied models, and interactive large models [1] Group 2 - JD recently launched the embodied intelligence brand "JoyInside" at WAIC, providing end-to-end solutions for robots to communicate with humans [2] - Several mainstream brands have already integrated with JoyInside, including those in companionship, education, and industrial sectors [2] - Upcoming announcements regarding JD's strategy in embodied intelligence will be made by He Xiaodong from JD Group's exploration research institute at the World Robot Conference [2]

Group 1 - The core viewpoint of the article is that PaXiniTech has secured a new round of financing led by JD.com, marking a significant investment in the field of embodied intelligence and robotics [2][3] - JD.com has invested in six embodied intelligence-related companies in the past three months, indicating a strategic positioning across the entire industry chain of embodied intelligence [3] - PaXiniTech has completed 1 billion RMB in financing within four months, setting a record for the speed and scale of financing in the global related field [3][4] Group 2 - PaXiniTech has developed several tactile technologies and products, including the TORA-ONE humanoid robot and the DexH series of tactile dexterous hands, utilizing advanced tactile processing units [4][5] - The company has built a comprehensive ecosystem that includes sensors, datasets, large models, and multi-scenario applications, serving various industries such as smart manufacturing and healthcare [5] - The CEO of PaXiniTech emphasizes the importance of multi-dimensional tactile sensors for enhancing robots' interaction with the physical world, filling a market gap in fine manipulation and service scenarios [5][6] Group 3 - JD.com has launched the JoyInside brand to provide end-to-end solutions for robots to interact with humans, with several mainstream brands already integrating this technology [8] - The company believes that while there are high expectations for AI and embodied intelligence, significant challenges remain before these technologies can be fully integrated into households [9][10] - JD.com views embodied intelligence as a crucial part of its service ecosystem, aiming to enhance user experience and drive the development of the entire industry [10]

Group 1 - The core viewpoint of the news is that the company "Paxini" has completed a new round of Series A financing led by JD.com, indicating strong investor interest in the embodied intelligence sector [1] - Paxini possesses multiple tactile technologies related to embodied intelligence, with products including the multi-dimensional tactile humanoid robot TORA-ONE and multi-dimensional dexterous hands DexH13 and DexH5 [1] - The company has built a closed-loop ecosystem encompassing sensors, datasets, large models, and multi-scenario applications, with an annual production capacity of nearly 200 million data points [1] Group 2 - JD.com has invested in six companies related to embodied intelligence in the past three months, positioning itself across the entire industry chain, including robots, core components, motion control technology, and interaction models [1] - JD.com recently launched the embodied intelligence brand JoyInside, providing end-to-end solutions for robots to communicate with humans, with dozens of mainstream brands already integrated [2] - JD.com is the exclusive global strategic partner for the 2025 World Robot Conference, indicating its commitment to expanding its influence in the embodied intelligence field [2]