Core Insights - The core viewpoint of the article emphasizes that the true business model of autonomous vehicles lies in providing transportation services rather than selling vehicles, as highlighted by the CEO of New Stone Autonomous Vehicles, Yu Enyuan [1][6]. Company Overview - New Stone Autonomous Vehicles has achieved a significant milestone by delivering its 10,000th vehicle, marking the world's first fleet of autonomous delivery vehicles at this scale, indicating a major leap from technology validation to large-scale commercialization [1][6]. - The company has reported achieving monthly profitability and aims to produce profitable products without engaging in price wars [1][8]. Market Dynamics - The autonomous vehicle sector is experiencing intense competition driven by price, as many players enter the market to capture market share, which is seen as an early-stage behavior in the industry [1][6]. - The company has become the largest supplier of autonomous delivery vehicles for major logistics firms, capturing over 90% of the orders from SF Express, JD.com, and China Post, and over 70% from other platforms [2][6]. Technological and Regulatory Factors - The growth of the autonomous delivery vehicle market is attributed to advancements in AI technology, decreasing costs of core sensors, and increasing market demand, with 2025 expected to be a pivotal year for explosive growth in this sector [3][5]. - The opening of road rights in over 200 cities across the country is facilitating the expansion of autonomous vehicle applications [3][5]. Future Projections - The company anticipates delivering over 15,000 vehicles this year, with expectations of 30,000 units sold by 2025 and potentially 600,000 units by 2030, achieving an 18% market penetration [8][9]. - The CEO projects that the demand for autonomous vehicles will significantly increase, with expectations of 40,000 to 50,000 units in the next year, and over 100,000 units in subsequent years when including overseas markets [9][12]. Strategic Opportunities - The company sees substantial growth potential in instant logistics and urban delivery, with expectations that demand from these sectors will surpass that of the express delivery industry [14][15]. - The overseas market is viewed as a significant strategic opportunity, with the company recently obtaining the first license for autonomous delivery vehicles in the Middle East, indicating a move towards full commercialization in that region [15][16].
无人物流车迎爆发拐点，新石器CEO回应台风天无人车送外卖
Nan Fang Du Shi Bao·2025-09-24 11:12