CTFO(SZ:002373) Zheng Quan Ri Bao·2025-12-26 13:08Core Viewpoint - The company is shifting its focus towards the development of autonomous logistics technology, reallocating approximately 9.56 billion yuan from its previous project to enhance its capabilities in this area, aiming to provide scalable unmanned logistics solutions [2] Group 1: Strategic Shift - The company has identified autonomous logistics as a key new strategic area, marking an important component of its overall strategic upgrade [2] - The transition reflects a broader industry shift from "large-scale construction" to "refined operations," aligning with trends of deep digitalization and comprehensive greening [2] - Starting in 2024, the company plans to upgrade its business model from project integration to standardized technology products and from system construction to operational services, while also deepening its global market presence [2] Group 2: Project Implementation - The project will be implemented by the company's subsidiary, Beijing Qianshu Technology Co., Ltd., focusing on autonomous transportation services and SaaS software subscription models [3] - The company has established a closed-loop advantage in the "technology + scenario + resources" model, which helps to address industry challenges such as having technology without application scenarios [3] Group 3: Technological Development - The subsidiary will concentrate on overcoming key technical bottlenecks for L4-level autonomous heavy trucks in complex highway environments, developing essential technologies such as multi-sensor perception models and cloud-based world models [4] - The company aims to provide solutions for unmanned heavy truck logistics, unmanned logistics management, and intelligent scheduling platforms, collaborating with various partners to build an open and collaborative unmanned logistics industry platform [4]