无人车加速落地，为快递网点抠出0.1元成本

Core Insights - The rapid adoption of functional unmanned delivery vehicles is significantly enhancing delivery efficiency and reducing costs in the logistics sector [1][2][4][5]. Industry Overview - The Shenzhen Intelligent Connected Transportation Association reported that functional unmanned vehicles have an average delivery volume exceeding 200 items per vehicle per hour, surpassing traditional delivery vehicles [1][5]. - As of September, there were 320 unmanned logistics vehicles operating in Shenzhen, covering a total distance of 230,000 kilometers and completing 900,000 deliveries, generating approximately 7.6 million yuan in commercial value [4]. Company Developments - New Stone Technology announced the delivery of its 10,000th unmanned vehicle, marking a shift from trial operations to accelerated deployment in the current year [2]. - Zhongtong has deployed over 2,000 unmanned vehicles across more than 700 outlets, capable of delivering 200,000 packages daily [7]. - Jitu plans to add 3,000 unmanned vehicles this year, having already deployed 900, a significant increase from 218 at the end of last year [8]. Cost Efficiency - Unmanned vehicles are reported to reduce delivery costs significantly, with one logistics point indicating a cost reduction of approximately 0.1 yuan per item compared to manual delivery [5]. - The cost of operating unmanned vehicles is around 0.06 yuan per item for transporting from primary to secondary logistics points, demonstrating a clear cost advantage [5]. Market Trends - The market for unmanned delivery vehicles is experiencing rapid growth, with monthly sales increasing from 200-300 units at the beginning of the year to nearly 2,000 units currently [8]. - The introduction of flexible payment models, such as subscription services, has lowered the entry barrier for logistics companies, making unmanned vehicles more accessible [10][11]. Technological Advancements - The maturity of autonomous driving technology is facilitating the efficient completion of the "last mile" delivery, which is crucial for enhancing the overall delivery process [6]. - Key components like lidar and batteries are becoming cheaper, indicating potential for further price reductions in unmanned delivery vehicles [12].