融资技术双驱动自动驾驶商业化持续提速

Core Insights - The autonomous driving industry is rapidly evolving, with a focus on the commercialization of applications like unmanned logistics vehicles, driven by advancements in artificial intelligence and other cutting-edge technologies [1][2]. Group 1: Unmanned Logistics Vehicles - The L4 autonomous driving company, White Rhino, recently completed a B+ round of financing, raising nearly 500 million yuan, with existing investors like SF Express and new investors joining [2]. - The funds will be directed towards the development of vehicle-grade unmanned vehicle products, continuous iteration of AI technology, and expansion into commercial scenarios, aiming for large-scale implementation in last-mile logistics [2]. - White Rhino has expanded its active vehicle fleet from nearly 100 units at the end of 2024 to around 1,000 units currently, covering over 100 cities and serving major logistics companies like SF Express and China Post [2][3]. Group 2: Market Trends and Government Support - The commercial application of unmanned logistics vehicles is progressing rapidly, with significant financing occurring in the sector since 2025, indicating strong market confidence [2][3]. - The Ministry of Commerce and other departments have issued plans to promote smart supply chains, including the use of unmanned delivery vehicles, highlighting government support for the industry [3]. - Major logistics companies, including SF Express and JD Logistics, are actively promoting the use of unmanned delivery vehicles, with over 6,000 units deployed by the end of 2024, delivering over 10 million orders across various scenarios [3]. Group 3: Advanced Driving Technologies - Yuanrong Qihang has launched a new generation of assisted driving platform, DeepRoute IO 2.0, featuring its self-developed VLA (Visual Language Action) model, which is better suited for complex road conditions [4]. - The VLA model is being adopted by various automakers, including Li Auto and Xpeng Motors, indicating a trend towards integrating advanced AI technologies in vehicles [4][5]. - The development of the VLA model signifies a shift in the automotive industry towards higher-level autonomous driving technologies, with companies increasingly transforming into tech-oriented enterprises [5].