1 万台，无人城配规模之战打响了

Core Insights - The article discusses the rapid growth and commercialization of autonomous delivery vehicles in China, particularly focusing on companies like New Stone and NineSight, which are leading the charge in this sector [1][2][3] Market Overview - As of 2024, over 6,000 autonomous delivery vehicles have been deployed in China, significantly outpacing the nearly 3,000 Robotaxi vehicles [2] - The market for autonomous delivery vehicles in China grew from 4 billion to 6.5 billion yuan between 2022 and 2023, with a compound annual growth rate exceeding 62%, and is projected to reach 17 billion yuan in 2024 [2] Company Performance - New Stone and NineSight are the first companies to reach the milestone of 10,000 units in production, with New Stone delivering over 6,600 vehicles and NineSight over 5,000 vehicles as of July 2024 [2][3] - New Stone's monthly delivery rate has increased tenfold compared to the previous year, with April 2024 alone surpassing the total deliveries for the entire year of 2024 [2] Competitive Landscape - The article highlights that major players like JD, Meituan, and Cainiao, which initially led the development of autonomous delivery vehicles, are lagging in scaling production compared to New Stone and NineSight [3][4] - New Stone and NineSight have developed strong capabilities in technology maturity, cost control, and operational maintenance, which are critical for achieving large-scale production [5][6] Technological Advancements - Both companies have achieved L4 level autonomous driving capabilities, allowing them to operate in various road conditions and scenarios [5] - New Stone's vehicles can reduce transportation costs from 0.15 yuan per delivery to 0.06 yuan, while NineSight's vehicles can lower costs from 0.17 yuan to 0.1 yuan [9][11] Product Strategy - New Stone and NineSight have diversified their product lines to cater to different transportation needs, offering various models that can handle different load capacities and road conditions [12][14] - New Stone focuses on large clients for bulk sales, while NineSight emphasizes small and medium-sized customers and niche markets [15][16] Financial Backing - Both companies have secured significant funding, with New Stone raising 1 billion yuan in February 2024 and NineSight raising 100 million USD in April 2024, which supports their technology development and production capabilities [16] Industry Challenges - The article notes that achieving the 10,000-unit milestone is a critical point for the industry, as it signifies a transition from small-scale validation to large-scale application [17][18] - The competition is expected to intensify as companies strive to optimize costs, enhance technology, and expand customer bases [27][28] Future Outlook - The next milestone for the industry is projected to be the sale of 100,000 units, with the potential for significant market transformation [42][43] - The article emphasizes the need for patience and observation as the industry navigates through its growth phase and faces challenges in technology validation and business model verification [44][45]