对话新石器余恩源：中国的无人车遥遥领先于全球，1万台下线只是新的开始

Core Viewpoint - New Stone has established the world's first fleet of 10,000 unmanned delivery vehicles, marking a significant leap from technology validation to large-scale commercialization in the unmanned delivery industry [4][5]. Group 1: Company Milestones - Since its establishment in 2018, New Stone has achieved significant milestones, including the launch of the world's first 10,000-unit production facility in 2019 and obtaining the first batch of domestic unmanned delivery vehicle road qualifications in 2021 [4]. - The company delivered its 10,000th vehicle on September 23, 2023, and anticipates delivering 15,000 units by the end of the year, significantly exceeding its initial target [15][16]. Group 2: Market Expansion and Growth Drivers - New Stone is expanding its deployment beyond the express delivery sector into areas such as instant logistics, fresh food delivery, pharmaceutical cold chain, group meal transportation, and community retail, which are expected to drive new growth [5][18]. - The demand for unmanned vehicles in sectors outside express delivery has reached approximately 30%, with expectations that this could exceed 50% next year [18]. Group 3: Financial Performance and Profitability - The company has achieved monthly profitability and maintains a high gross margin, allowing it to avoid price wars while providing cost-effective services to customers [13][16]. - New Stone's operational strategy focuses on reducing hardware costs and operational expenses through advanced algorithms and modular hardware configurations [12]. Group 4: Competitive Landscape and Global Strategy - New Stone perceives a strategic opportunity in the global market, noting a lack of significant competition in various regions, including the U.S., where costs are substantially higher than in China [20][21]. - The company aims to leverage its supply chain advantages and technological capabilities to capitalize on the global demand for unmanned vehicles [21].