500台大单落定！佑驾创新携玛斯特深耕安徽物流场景

Core Insights - Youjia Innovation (2431.HK) has established a business partnership with Shanghai Master New Energy Technology Co., Ltd. to deliver 500 units of the Xiaozhu T5 unmanned logistics vehicle, with the first 100 units set for delivery in January 2026 [1] - The collaboration aims to implement the T5 unmanned logistics vehicle in Anhui, focusing on various scenarios such as warehousing and last-mile delivery, while also developing a customized smart logistics service loop [1] - The Xiaozhu T5 vehicle is designed for stable and reliable autonomous driving operations, even in complex and adverse weather conditions, ensuring safety and timeliness in logistics transportation [1] Summary by Sections Business Cooperation - The partnership with Master will enhance the deployment of unmanned logistics vehicles, with a focus on optimizing operational processes and training personnel [1] - The Xiaozhu T5 vehicle features a cargo space of 5.5m³, a maximum load of 1000kg, and a range of 180km, catering to urban delivery needs and reducing operational costs for logistics companies [1] Market Expansion - Since its launch in September, the Xiaozhu unmanned vehicle has shown a clear path for scaling and expansion, with significant orders and collaborations [2] - In October, the vehicle was introduced in Shenzhen's Huaqiangbei area, providing intelligent delivery services and addressing local logistics challenges [2] - In November, the company secured an additional order for 100 unmanned logistics vehicles, deepening collaboration with Hunan Xiangjiang Intelligent [2] Strategic Development - The entry into Anhui represents a strategic extension of the company's L4 autonomous driving business, aiming to provide efficient logistics services and serve as a replicable model for the unmanned logistics industry [3] - The company plans to increase investment in technology iteration and research for unmanned logistics vehicles, while expanding partnerships to innovate business models and applications [3]