Core Viewpoint - The recent surge in the "unmanned logistics vehicle" concept has sparked significant interest in the capital market, with companies like Jiushi Intelligent and New Stone Technology leading the charge, despite some companies clarifying their lack of actual involvement in this sector [1][2][3]. Group 1: Market Activity - Jiushi Intelligent launched its new E-series unmanned logistics vehicle platform and the E6 model, priced at 19,800 yuan [1]. - Debon Logistics (603056.SH) experienced a stock price increase of 72.16% from May 26 to June 3, achieving a five-day consecutive limit-up [2]. - Other logistics stocks such as New Ning Logistics (300013.SZ) and Tongda Electric (603390.SH) also showed active performance during this period [1]. Group 2: Company Clarifications - Debon Logistics clarified that it has no actual application of unmanned logistics vehicles despite the stock price surge [2][3]. - Tongda Electric announced that it has no business revenue related to unmanned logistics vehicles or autonomous driving [3]. - Wantong Technology (002331.SZ) also stated that its products do not involve unmanned logistics vehicles [4]. Group 3: Demand for Unmanned Logistics Vehicles - The demand for unmanned logistics vehicles is real, with significant market interest driven by cost reduction and efficiency improvements [5]. - New Stone Technology's CEO reported that the unmanned delivery vehicle industry is growing at ten times the rate of the previous year, with monthly deliveries exceeding 1,000 units [5]. - The logistics sector is experiencing a surge in demand for unmanned vehicles, particularly from rural areas, as companies innovate delivery methods to enhance efficiency [5]. Group 4: Market Drivers - The commercialization of unmanned logistics vehicles is supported by decreasing costs of core components like lidar, chips, and batteries, bringing manufacturing costs down to the tens of thousands of yuan [6]. - The rapid application of large models in autonomous driving is reducing the time and cost of road data collection, facilitating quicker deliveries and better management [6]. - The logistics industry is under pressure to reduce costs, particularly in the competitive express delivery sector, making unmanned vehicles a viable solution [7]. Group 5: Regulatory Environment - The growth of unmanned logistics vehicles is currently hindered by regulatory challenges, including the need for testing licenses and the absence of unified standards [8]. - The majority of unmanned vehicles are limited to low-speed operations, primarily for last-mile delivery, with limited involvement in long-distance logistics [8]. - However, the regulatory environment is improving, with pilot programs allowing for broader applications of intelligent connected vehicles in various cities [8].