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美团又投了一家具身智能公司
第一财经· 2025-07-10 04:21
Core Viewpoint - Meituan is actively investing in robotics and AI companies, demonstrating a strategic focus on the development of intelligent robotics and related technologies [1][2][3]. Investment Strategy - Meituan has adopted a "broad net" investment strategy in the robotics sector, with significant investments from Meituan Longzhong and Meituan Strategic Investment [1][4]. - The company has invested over $100 million in the robotics company Xinghai Map through two rounds of financing [1]. - Meituan Longzhong has been tracking Xinghai Map's development since 2023 and is optimistic about future advancements in data and models [1]. Technological Focus - Since 2021, Meituan has emphasized technology investments, planning to raise nearly $10 billion for innovations in areas like unmanned vehicles and drones [2]. - The company aims to enhance the integration of AI with robotics, as stated by founder Wang Xing, who believes AI will significantly drive the development of robotics [2]. Investment History - Meituan Longzhong initially focused on the food and beverage sector but shifted to technology and healthcare investments from 2021 onwards, including semiconductor and robotics companies [4]. - Meituan Strategic Investment has a broader investment scope in robotics, having invested in various companies developing surgical robots, delivery robots, and general-purpose intelligent robots since 2021 [4]. Research and Development - The establishment of the Shenzhen Meituan Robotics Research Institute in July 2022 reflects Meituan's commitment to the robotics sector, aiming to bridge academic research with industry applications [5]. - By the end of 2024, Meituan's automated delivery vehicles and drones had completed 4.91 million and 450,000 deliveries, respectively, showcasing the practical application of their investments [5].