9.56亿募资“转场” 千方科技押注干线物流自动驾驶|速读公告

Core Viewpoint - The logistics industry is transitioning from traditional heavy-duty trucks to smart heavy-duty trucks, prompting Qianfang Technology to shift its focus to the autonomous driving sector in logistics. Group 1: Company Announcement - Qianfang Technology announced the termination of its original fundraising project "Next-Generation Intelligent Transportation System Products and Solutions R&D Upgrade and Industrialization Project" to redirect funds towards the "Key Technology R&D and Industrialization Project for Logistics Automation" [1][2] - The original project had a planned investment of 1.306 billion yuan, with 392 million yuan already invested as of December 17, 2025 [1] - The decision to terminate the original project was due to increased payment pressure from downstream customers and a tightening of non-essential budget expenditures, leading to slower market demand release than expected [1] Group 2: New Project Details - The new project, "Key Technology R&D and Industrialization Project for Logistics Automation," will be implemented by Qianfang Technology's subsidiary, Qianshu Technology, focusing on clear cost-reduction and efficiency-enhancement needs in commercial scenarios [2] - The total investment for the new project is 1.093 billion yuan, with 956 million yuan sourced from the revised fundraising and the remainder from company self-funding [2] - The funding allocation includes approximately 39.40% for key technology R&D, 24.39% for experimental facility construction, and 32.30% for R&D and operational personnel [2] Group 3: Industry Insights - The shift to smart heavy-duty trucks is increasing among logistics companies, as they help reduce costs and address driver recruitment challenges [3] - In long-haul logistics, traditional heavy-duty trucks typically require two drivers, while smart heavy-duty trucks can operate with just one, thus lowering labor costs and fuel consumption [3] - Companies like Aneng Logistics plan to replace 300-500 traditional trucks with smart ones this year and 800-1000 next year, while Shentong Express has already deployed over 50 smart trucks in key routes [3]