商业化加速落地，京东物流拟采购百万台机器人和无人车

Group 1 - JD Logistics announced plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its position in the smart logistics sector [1] - During this year's 11.11 shopping festival, JD Logistics deployed its "Wolf Pack" series robots across over 20 provinces in China and more than 10 countries globally, making it the logistics company with the most extensive application of robots in China [1] - The logistics industry is driven by the urgent need for cost reduction and efficiency improvement, which is a core motivation for the development of unmanned logistics vehicles [1] Group 2 - Recent technological advancements in perception devices such as LiDAR, cameras, and millimeter-wave radar have significantly improved the sensing capabilities of unmanned logistics vehicles [1] - Continuous optimization of decision-making algorithms allows unmanned logistics vehicles to make more precise decisions in complex environments, supporting their commercial application [1] - The unmanned logistics industry is expected to accelerate towards a commercialization inflection point by 2025, driven by policy benefits, cost optimization, and technological breakthroughs [1] Group 3 - Tianzhun Technology has been developing unmanned logistics vehicles since 2018 and has achieved sales with major players like Cainiao, New Stone Age, Meituan, and JD [2] - Desay SV has launched its "Chuanxing Zhiyuan" brand in September this year, introducing two models of low-speed unmanned logistics vehicles, marking the beginning of the industry’s vehicle-grade era [2]