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外卖补贴大战之外,美团悄悄“买下”半个机器人赛道
Tai Mei Ti A P P· 2025-07-10 10:03
Group 1 - Meituan has significantly increased its daily order volume to over 100 million through substantial subsidies, demonstrating its dominance in the food delivery market amidst competition from JD.com [2] - The company is also accelerating its investments in the retail sector, having led multiple funding rounds for startups in the robotics and AI fields, including a recent $122 million round for Itstone Intelligent [2][5] - Over the past three years, Meituan has invested in 30 robotics and related companies, positioning itself as a major player in the robotics sector [5][6] Group 2 - Meituan's CEO Wang Xing has outlined a strategic focus on three new directions for the next decade: grocery retail, international expansion, and technology [2][3] - The company aims to leverage AI to build a comprehensive local business ecosystem, although it has not yet developed its own large language models like competitors [5][6] - Meituan's strategy in AI includes enhancing employee efficiency, creating AI-native products, and developing its internal language models to support AI applications [6] Group 3 - The robotics industry is still in its early stages, with challenges in developing large models for robots compared to language models like ChatGPT [8] - Meituan's investment in companies like Galaxy General, which has achieved record funding, reflects a focus on practical applications of robotics in retail, such as automated pharmacies [10][11] - The collaboration between Meituan and Galaxy General aims to implement robotics in various sectors, including offline retail and smart logistics, indicating a long-term vision for automation in retail [12]