新京报贝壳财经讯（记者程子姣）1月29日，九识智能与菜鸟联合宣布，双方已就无人车业务达成深度 战略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan（无 人驾驶货车）超级航母。这标志着双方正式开启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 校对 柳宝庆 编辑 袁秀丽 ...

Core Viewpoint - After nearly 10 years of investment in autonomous vehicle development, the company has made a significant decision to integrate its autonomous vehicle business with Jiushi Intelligent, marking the beginning of deep collaboration in the autonomous vehicle sector [1][3]. Group 1: Strategic Integration - The company has injected its autonomous vehicle business and made a cash investment to become a shareholder of Jiushi Intelligent, supporting the creation of the RoboVan super carrier [1]. - Following this integration, the company will no longer directly produce and sell autonomous vehicles but will leverage its logistics scenarios and ecosystem advantages to enhance the application of autonomous vehicles in logistics [3]. - Jiushi Intelligent will operate under a dual-brand strategy, with the "Cai Niao Unmanned Vehicle" brand being authorized for use by Jiushi, while maintaining its identity as an Alibaba-invested incubated enterprise [3]. Group 2: Market Position and Product Development - The company has achieved breakthroughs in 2024, transitioning its autonomous vehicle work scenarios from closed and semi-closed areas to public roads for last-mile delivery, with its L4-level autonomous vehicle GT entering mass production [4]. - The company has launched new models, including the upgraded GT Pro and the budget-friendly GT-Lite, and has been actively involved in various applications such as heavy load, short-distance, cold chain delivery, and police patrols [4]. - Jiushi Intelligent, established in 2021, focuses on L4 RoboVan and aims to have over 16,000 autonomous vehicles operating by the end of 2025, covering more than 300 cities in China [4][5]. Group 3: Industry Outlook - The demand for logistics autonomous vehicles is significant, with the potential to reduce costs and improve efficiency for express logistics companies, applicable in various fields such as express delivery, takeaway, B2C retail, and fresh delivery [6]. - The average price of mainstream logistics autonomous vehicles is around 50,000 yuan, with a business model based on vehicle sales and FSD service fees [6]. - The integration of the two companies is seen as a key milestone in moving from "single-point breakthroughs" to "system integration" in the autonomous driving industry, with expectations for a win-win development in different market dimensions [6].

本报讯 （记者梁傲男）1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略 整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识智能股东，支持九识打造RoboVan超级 航母。这标志着双方正式开启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。九识智能将获得"菜鸟无人车"品牌授权，开启双品牌运营。 本次战略整合通过资产注入与现金投资的组合方式，实现了双方资源的最优配置，进一步增强了九识智 能在L4级无人驾驶领域的技术储备与供应链体系，标志着整合后的九识智能已成为无人驾驶货运领域 唯一的"超级航母"。 整合完成后，九识智能将进行双品牌运营。"菜鸟无人车"品牌将由菜鸟授权给九识使用，并保持作为阿 里巴巴投资孵化的生态企业身份。 九识智能CEO孔旗表示："此次整合是自动驾驶产业从'单点突破'迈向'系统集成'的关键里程碑，将为公 司注入更广阔的全球化视野。" 菜鸟集团CEO万霖表示："双方将保持紧密的生态伙伴关系，共同探索智慧运力的新路径。" 同时，菜鸟无人车的管理和技术负责人也将加入九识智能，深度参与 ...

这一合并，不仅是两家头部企业的强强联手，更被业内视为无人货运赛道从"群雄逐鹿"迈向"生态竞争"的关键转折点。 九识智能是RoboVan赛道的定义者与规模化冠军，拥有从车规级芯片、核心算法到整车平台的全栈自研能力，产品已在300多个城市实现近2万台的部署， 完成了扎实的商业化验证。 菜鸟则背靠全球领先的智慧物流网络与阿里生态资源，不仅在通用大模型、世界模型等前沿AI技术上储备深厚，更拥有对复杂物流场景的深刻理解和全 球化的运营底蕴。 根据双方披露的信息，菜鸟将以现金和资产入股的方式，成为九识智能的战略股东，共同组建一个更具竞争力的联合体。整合后，双方的无人车车队规模 将突破2万台，覆盖全国超300个城市，一举成为全国规模最大的公开道路运营RoboVan(无人驾驶轻型商用车)车队。 "菜鸟不仅是全球最大的物流场景需求方，更是具备技术基建的同行者，以及无人能及的生态连接器。"周清如此评价合作伙伴。菜鸟无人车业务中心总经 理李尚青则强调，双方寻求的是"共同定义行业和未来的合伙人"。 值得一提的是，这并非一次简单的业务叠加，而是一次指向"智慧物流新基建"的深度重构。在全球物流行业面临成本攀升、劳动力短缺与效率瓶颈的当 ...

九识智能是Ro b oVa n赛道的定义者与规模化冠军，拥有从车规级芯片、核心算法到整车平台的全栈自研能力，产品已在3 0 0多个城市实现近 2万台的部署，完成了扎实的商业化验证。 菜鸟则背靠全球领先的智慧物流网络与阿里生态资源，不仅在通用大模型、世界模型等前沿AI技术上储备深厚，更拥有对复杂物流场景的深 刻理解和全球化的运营底蕴。 "菜鸟不仅是全球最大的物流场景需求方，更是具备技术基建的同行者，以及无人能及的生态连接器。"周清如此评价合作伙伴。菜鸟无人车 业务中心总经理李尚青则强调，双方寻求的是"共同定义行业和未来的合伙人"。 这种"技术+场景"、"产品+生态"的深度融合，将产生显著的协同效应。对普通用户而言，其带来的改变将是真切可感的：生鲜、急用药等 商品的"半日达"将成为低成本的常态；社区夜间配送将逐步无人化，提升效率的同时还城市以宁静；物流成本的降低，将使更多优质农产品 和特色商品以更实惠的价格进入千家万户。 L4级无人驾驶货运领域传来重磅消息：九识智能与菜鸟无人车业务宣布通过重组方式实现战略整合。 这一合并，不仅是两家头部企业的强强联手，更被业内视为无人货运赛道从"群雄逐鹿"迈向"生态竞争"的关键转 ...

与此同时，菜鸟无人车的管理和技术负责人也将加入九识智能，深度参与未来的战略规划与运营管理。 据了解，此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无 人车在物流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 北京商报讯（记者 何倩）1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战 略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识智能股东，这标志着双方正式开启在 RoboVan领域的深度协同。 资料显示，九识智能成立于2021年8月，创新推出了首台在城市机动车道路行驶的中大型无人货车，开 辟L4 RoboVan无人驾驶全新领域。目前，九识智能业务已覆盖中国、新加坡、阿联酋、奥地利等多个 国家和地区，在快递、快消、生鲜和餐饮等城配领域建立优势。 ...

Core Insights - The unmanned logistics vehicle industry is entering a critical phase where ecological integration is becoming the new core competitive point, replacing the previous focus on single technology competition [1] Company Developments - Jushi Intelligent and Cainiao have announced a deep strategic integration in the unmanned vehicle business, with Cainiao becoming a shareholder of Jushi through cash investment and business injection [1][2] - Jushi will receive the "Cainiao Unmanned Vehicle" brand authorization and will operate under a dual-brand model, while Cainiao will focus on enhancing the application of unmanned vehicles in logistics without producing or directly selling unmanned vehicles [1][2] - The management and technical leaders from Cainiao Unmanned Vehicles will join Jushi to participate in future strategic planning and operational management [1] Market Positioning - Jushi Intelligent will focus on developing fully self-researched autonomous driving technology and providing comprehensive smart transportation solutions, while Cainiao Unmanned Vehicles will concentrate on deep service in specific logistics scenarios [2] - The combined unmanned vehicle fleet of Jushi and Cainiao will exceed 20,000 units, making it the largest RoboVan fleet in the country [2] - Jushi has deployed unmanned vehicles in over 300 cities, while Cainiao operates in over 200 cities for safety operations and support [2] Industry Trends - The unmanned logistics vehicle industry is experiencing rapid development driven by policy, technology, and market resonance, with a clear differentiation in market competition emerging [3] - By 2025, the global unmanned logistics vehicle market is expected to exceed 35,000 units in delivery volume, with China contributing significantly to this growth [3] - Major players in the industry include Jushi Intelligent and New Stone, both delivering over 10,000 units, while Cainiao and White Rhino have delivered over 4,000 and 2,000 units, respectively [3] Financial Considerations - Despite the industry's high growth, profitability remains a common challenge, with RoboVan offering a cost-effective solution compared to traditional delivery models [4] - RoboVan's operational advantages, such as city-based operations and mature technology, allow for a significant reduction in costs, potentially helping to expand the user base and achieve profitability [4] - The market for RoboVan is expected to grow significantly, with micro vans in China being a core replacement market, and unmanned devices projected to account for 20% of urban logistics equipment shipments by 2030 [4]

此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用；九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。据了解，菜鸟无人车的管理和技 术负责人将加入九识智能，深度参与未来的战略规划与运营管理。 每经上海1月29日电1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整 合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。 这标志着双方正式开启在RoboVan领域的深度协同。 （文章来源：每日经济新闻） ...

此次战略合璧，标志着双方将从单点技术探索转向系统化的产业协同。 双品牌独立运营：共建RoboVan超级生态 整合完成后，九识智能将进行双品牌运营。"菜鸟无人车"品牌将由菜鸟授权给九识使用，并保持作为阿 里巴巴投资孵化的生态企业身份。 1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整合。菜鸟以自身无人 车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。这标志着双方正式开 启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再直接生产和销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 超级航母起航：深度整合与资源并举 九识智能CEO孔旗、九识智能联合创始人周清，以及菜鸟集团CEO万霖、菜鸟无人车业务负责人李尚青 等共同出席了当天的签约仪式。本次战略整合通过资产注入与现金投资的组合方式，实现了双方资源的 最优配置，进一步增强了九识智能在L4级无人驾驶领域的技术储备与供应链体系，标志着整合后的九 识智能已成为无人驾驶货运领域唯一的"超级航母"。 与此同时，菜鸟无人车的管理和技术负责人也 ...

新浪科技讯 1月29日下午消息，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整 合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。 这标志着双方正式开启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再生产和直接销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。九识将获得"菜鸟无人车"品牌授权，开启双品牌运营。 战略整合后，双方交付车辆规模超过2万台。九识智能 CEO 孔旗表示："此次整合是自动驾驶产业从'单 点突破'迈向'系统集成'的关键里程碑，将为公司注入更广阔的全球化视野。" 菜鸟集团 CEO 万霖表示："双方将保持紧密的生态伙伴关系，共同探索智慧运力的新路径。" 新浪科技讯 1月29日下午消息，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整 合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。 这标志着双方正式开启在RoboVan领域的深度协同。 此次战略合作后，菜鸟自身不再生产和直接销售无人车，将发挥物流场景和生态优势，加大无人车在物 流领域的应用。 ...