Core Viewpoint - Youjia Innovation has launched its unmanned logistics brand "Xiaozhu Unmanned Vehicle," marking a significant advancement in autonomous driving technology from L1 to L4, aimed at creating more value in diverse and complex scenarios [1][2]. Group 1: Product Launch and Features - The Xiaozhu unmanned vehicle debuted two models, T5 and T8, with T5 offering a cargo space of 5.5m³, a maximum load of 1000kg, and a range of 180km, targeting express delivery and retail [1][2]. - The T8 model features an 8.5m³ cargo capacity, a maximum load of 1700kg, and a range of 240km, suitable for urban distribution and industrial logistics [2]. - Both models utilize a multi-sensor fusion approach, including 3 LiDARs and 11 cameras, providing a 360° view for enhanced safety and road condition recognition [2]. Group 2: Strategic Partnerships and Collaborations - The next generation of Xiaozhu unmanned vehicles will integrate advanced technologies from partners like Horizon Robotics, Suton Ju Chuang, and 4D Mapping, enhancing product capabilities [3]. - The stable supply chain and procurement needs of Youjia Innovation's front-end business help reduce the BOM costs of Xiaozhu unmanned vehicles, creating a cost advantage in the market [3]. Group 3: Market Deployment and Recognition - The company has initiated immediate delivery of the unmanned vehicles to partners, with key cities like Shenzhen, Chengdu, and Xi'an being the initial deployment areas [4]. - Youjia Innovation's L4 autonomous driving iRobo business has shown significant progress, achieving over 10 million in revenue within six months, and has successfully launched unmanned buses in multiple cities [5]. Group 4: Future Outlook and Market Position - The company aims to continue expanding its autonomous driving applications while maintaining a focus on deep collaboration with ecosystem partners to enhance the value of Xiaozhu unmanned vehicles [5]. - Recent positive developments have led to renewed confidence from the capital market, with Citic Lyon reaffirming a "outperform" rating for Youjia Innovation, setting a target price of 32 HKD [5].
L4预期逐步兑现 佑驾创新(02431)发布小竹无人车