无人车火热吸金85亿，邮政顺丰释放万台需求

Core Insights - The largest private equity financing in China's autonomous driving sector occurred on October 23, with New Stone completing over $600 million in Series D funding, marking a significant milestone in the industry [1] - New Stone has delivered over 10,000 L4 autonomous vehicles, becoming the first in the world to achieve this milestone, indicating a shift from research and testing to large-scale commercial deployment of unmanned delivery [1] - The market for unmanned vehicles is expected to expand significantly, with predictions of over 100,000 units needed by 2027, driven by demand in urban logistics and other sectors [5] Financing and Investment - Since the beginning of the year, leading unmanned vehicle companies have raised approximately 8.5 billion yuan in funding, highlighting the sector's attractiveness to investors [2] - Prior to New Stone's $600 million Series D funding, other significant investments included 400 million dollars for Jiushi in Series B and 1 billion yuan for New Stone in Series C+ [4] Market Demand and Expansion - The demand for unmanned vehicles is projected to reach tens of thousands, with major logistics companies like China Post and SF Express expressing needs for thousands of units [4] - New Stone's CEO predicts that by 2027, major cities will operate thousands of unmanned delivery vehicles, potentially creating a "smart logistics network" for shared use [5] Competitive Landscape - Intense competition is leading to price reductions in the industry, with the cost of main models dropping to the range of 80,000 to 100,000 yuan, down from 150,000 to 200,000 yuan earlier this year [7] - In Shenzhen, the leading city for functional unmanned vehicle operations, the monthly delivery volume surpassed one million in September, with New Stone leading in active vehicle numbers [8] Operational Developments - New Stone has deployed over 1,200 vehicles in Qingdao, making it the city with the highest number of unmanned vehicles globally [10] - The company is expanding its services beyond logistics to include fresh produce, cold chain, and supermarket deliveries, with these new scenarios accounting for over 50% of total orders [10]