8分钟，跌停到涨停！无人物流车概念股“地天板”，机构看好商业化1-10阶段

Group 1: Market Performance - The stock price of Hexing Co., Ltd. experienced a dramatic shift from a limit down to a limit up within 8 minutes, closing at 21.99 yuan per share with a total market value of 8.818 billion yuan, marking a cumulative increase of nearly 41% since April 9 [1][5] - Other companies in the unmanned logistics vehicle sector also saw significant stock performance, with Debon Logistics achieving five consecutive trading limits and Tongda Electric reaching six limits in seven days [3] Group 2: Financing Activities - L4-level autonomous driving companies have been actively securing funding, with Jiushi Intelligent completing a $100 million Series B3 financing, New Stone Technology raising 1 billion yuan in Series C+ financing, and White Rhino securing 200 million yuan in Series B financing [4][6] Group 3: Industry Development - The unmanned logistics vehicle industry is transitioning from "technically feasible" to "commercialization," with companies like Jiushi launching new models and pricing strategies aimed at reducing costs [7][8] - The pricing of unmanned logistics vehicles is now lower than that of traditional trucks, with subscription services for fully autonomous driving significantly cheaper than driver wages [8] Group 4: Company Clarifications - Hexing Co., Ltd. clarified that it is not involved in the unmanned logistics vehicle business, and the current market hype will not impact its performance [11] - Other companies, including Tongda Electric and Debon Logistics, also stated they do not have revenue from unmanned logistics vehicles and highlighted the potential for irrational market speculation due to their small external circulation [16][17] Group 5: Future Outlook - Analysts suggest that unmanned logistics vehicles could lead the rapid commercialization of L4 autonomous driving, with significant growth expected in order volumes for leading manufacturers [19] - Investment opportunities are recommended in logistics operations, component suppliers, and algorithm platform companies, with specific companies highlighted for their potential in these areas [19]