Desay SV(SZ:002920) Huan Qiu Wang·2025-09-04 05:27Core Viewpoint - The logistics industry is undergoing a transformation with the introduction of low-speed unmanned vehicles, which are seen as a key variable for improving the efficiency and intelligence of last-mile delivery [1][4]. Group 1: Industry Trends - The scale of unmanned logistics vehicles in China has exceeded 6,000 units, delivering over 100 million orders across various scenarios, significantly increasing daily delivery volumes [1]. - The market for instant delivery is expanding, prompting companies to explore new applications for low-speed unmanned vehicles to address last-mile challenges [1][4]. Group 2: Company Strategy - Desay SV's entry into the low-speed unmanned vehicle market is part of its broader strategy to leverage its extensive experience in smart cockpit, driving assistance, and intelligent driving technologies [3]. - The company aims to redefine the relationship between people, vehicles, and environments by focusing on intelligent solutions for logistics and delivery services [3][4]. Group 3: Product Development - The S6 series of low-speed unmanned vehicles will include four models designed for various applications, such as industrial logistics, cold chain transport, and urban delivery [5]. - The S6 series incorporates six innovative technologies, including a full vehicle-level development approach and enhanced safety features, addressing common pain points in traditional unmanned vehicles [5][6]. Group 4: Future Outlook - The integration of unmanned delivery vehicles into urban logistics is expected to evolve into a critical service node in smart cities, enhancing the efficiency and reliability of last-mile delivery [6]. - The vision for sustainable smart logistics is to ensure that every delivery is secure and that the flow of goods is orderly and meaningful, reflecting a commitment to innovation and customer value [6].