Core Viewpoint - New Stone Technology (Beijing) Co., Ltd. has made significant progress in the large-scale application of its autonomous delivery vehicles by partnering with major logistics and public transport companies in Shenzhen to explore an innovative model that integrates public transport, logistics, and automation [1][2]. Group 1: Partnership and Innovation - New Stone has signed cooperation agreements with major logistics companies (SF Express, YTO Express, ZTO Express) and public transport groups in Shenzhen to create a benchmark for the integration of public transport and smart logistics [1]. - The innovative aspect of this model lies in utilizing the extensive bus station network in Shenzhen, allowing for charging, scheduling, and storage support for autonomous delivery vehicles [1][2]. - The public transport group can leverage big data and road network knowledge to optimize routes for autonomous delivery vehicles, enhancing safety and efficiency [1]. Group 2: Market Position and Growth - New Stone's fleet of autonomous delivery vehicles exceeds 7,500 units, with a cumulative driving distance of over 42 million kilometers, positioning the company as a leader in the global market [2]. - The last mile delivery, which constitutes 50%-60% of total logistics costs, is identified as a key area where autonomous delivery vehicles can provide significant value [2]. - The autonomous delivery vehicle market has seen a drastic reduction in prices, with current average prices around 50,000 yuan, down from 200,000-300,000 yuan between 2019 and 2021 [3]. Group 3: Future Outlook and Strategy - New Stone aims to deploy 10,000 autonomous vehicles earlier than initially planned, with expectations of a tenfold growth in the industry by 2025 [4]. - The company has established a production system capable of manufacturing 10,000 L4 autonomous vehicles annually, maintaining a leading position in scalable delivery [5]. - The business model is evolving from hardware sales and leasing to building a capacity platform for large-scale logistics services [5]. Group 4: Regulatory and International Expansion - New Stone has obtained road qualifications in over 250 cities and regions across China, covering more than 80% of open areas, and has exported vehicles to 15 countries with customized operational solutions [6]. - The company emphasizes the need for improved legal frameworks and industry standards to facilitate large-scale commercialization of autonomous vehicles [6].
对话新石器CEO余恩源：无人配送车规模化应用的拐点已至
Zhong Guo Jing Ying Bao·2025-08-07 05:15