2024年山东省消费市场展现蓬勃生机，全年16市社会消费品零售总额榜单揭晓。青岛以6584.5亿元蝉联榜首，国际消费中心城市建设成效显著；省会济南凭 借5213.2亿元稳居第二，区域性消费枢纽地位持续巩固；烟台以3757.51亿元保持季军位置，海洋经济特色消费模式凸显新优势。省内形成胶东经济圈、省会 经济圈竞相发展的双核驱动格局，临沂、淄博、枣庄等城市则在产业转型中跑出消费升级加速度。 其他城市同样呈现特色化发展态势：潍坊预制菜产业带动食品消费升级，济宁文化旅游业激活消费新场景，菏泽"中国牡丹之都"品牌推动花卉经济产业链延 伸。全省消费市场呈现多点开花格局，17.8万家限额以上商贸企业构筑起坚实的市场基础，61个省级智慧商圈、167条省级特色商业街形成消费升级主阵 地，充分彰显山东作为经济大省的内需动能和商业活力。 值得关注的是，枣庄以1196.91亿元超越聊城的1085.28亿元，成为资源型城市转型典范。依托锂电新能源产业集群优势，高新区集聚47家产业链企业，形成 从材料研发到终端产品的完整消费链条。台儿庄古城夜游经济品牌效应显现，全年举办非遗展演、国潮市集等主题活动160余场，带动运河文化消费带强势 崛起 ...

近日，Doordash与Criteo达成了一项重要合作协议，将致力于提升零售媒体领域的广告机会。通过与 Criteo的合作，DoorDash不仅加强了自身广告销售团队的影响力，还为品牌提供了更多接触消费者的新 选择。此项合作将利用双方的技术优势，争取在数字广告市场实现更为深入的整合。 此外，Doordash的战略布局显然不仅限于美国市场，该公司已经正式完成对英国竞争对手Deliveroo的收 购。这项总计约29亿英镑的交易不仅扩大了Doordash的欧洲业务版图，还为其在国际市场上的进一步扩 张提供了动力。收购完成后，Deliveroo将继续以独立品牌运营，确保在该地区保持市场的稳定性。 （来源：美股情报站） 10月6日，Doordash(DASH)的股价再次大幅上涨3.88%，连续三日保持上扬趋势，不断刷新历史新高。 该股表现令人瞩目，引发了市场广泛关注。 来源：市场资讯 在技术创新方面，Doordash近期发布了其首款自动送货机器人Dot。这款机器人设计紧凑、速度快捷， 旨在改善本地配送体验。Dot不仅具备高效的自动驾驶能力，还能够承担多样化的配送任务，从而满足 日益增长的消费者需求。通过Dot，Door ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 降本、融资，上新、拼交付。 文 丨 郭瑞婵 编辑 丨 龚方毅 江苏盐城加工厂老板田诚不久前买了一辆无人车来运货。这辆无人车的载货空间有 6.5 立方米，容量 跟五菱杨光近似，续航为 180 公里。趁着优惠活动，田诚买这辆车只花了 1 万 5 左右，较原价便宜近 1 万元，此外每月还需交 1800 元的服务费。 因为整车价格足够便宜，田诚买车时没有太多顾虑，他觉得即使车不好用，也亏不了多少钱。但无人 车实际的送货体验并没有令田诚失望，每天能帮他送好几趟货物，目前送货线路已经增加到 8 条，最 远的往返距离超过 60 公里。除了每天给车充电，田诚几乎不用额外操心，相当于每月花 1800 元雇了 一位靠谱的送货师傅，而当地一位送货师傅的月薪是五、六千元起步。 来自像田诚一样的真实用户需求，让无人配送车行业成为当下自动驾驶里最 "吸金" 的细分领域之一， 今年以来新石器、九识智能、白犀牛等 3 家头部无人配送车公司累计获得超 35 亿元融资。新入局者 增多，德赛西威、佑驾创新两大上市公司 ...

Core Viewpoint - The unmanned delivery vehicle industry is experiencing significant growth driven by user demand, technological advancements, and a shift towards commercial viability, with major companies securing substantial funding and setting ambitious delivery targets [3][4][5]. Group 1: Industry Growth and Funding - The unmanned delivery vehicle sector has attracted over 3.5 billion yuan in funding this year, with companies like New Stone, Nine Senses, and White Rhino leading the charge [4]. - The number of unmanned delivery vehicles in China has just surpassed 6,000 units, with companies aiming to deliver 10,000 units by the end of the year [4][5]. - New Stone has announced the delivery of its 10,000th vehicle, establishing the world's first fleet of this scale [4]. Group 2: Product Development and Market Expansion - Unmanned delivery vehicles are evolving from small models to larger ones with capacities exceeding 5 cubic meters, suitable for fixed-route transportation [5][6]. - The market is expanding beyond the express delivery sector to include instant logistics and urban delivery for fresh produce and pharmaceuticals [6]. - Companies are focusing on standardizing products and defining clear market segments, which is essential for large-scale commercial deployment [6][8]. Group 3: Cost Reduction and Quality Improvement - Companies are adopting automotive-grade quality standards to enhance product durability and reduce operational costs [8][9]. - The cost of unmanned delivery vehicles is decreasing due to advancements in passenger vehicle technology, with high-level driving assistance systems becoming more affordable [9][10]. - New Stone has reduced the number of sensors in its vehicles to cut costs, while other companies are also optimizing their technology to improve efficiency [10]. Group 4: Business Models and Market Strategy - The industry is exploring two primary business models: vehicle sales or leasing and customized development for large clients [11]. - Companies are targeting small and scattered clients to diversify their customer base and reduce dependency on large clients [11][12]. - Competitive pricing strategies are being implemented to lower entry barriers for customers, with some vehicles priced below 150,000 yuan including maintenance [12]. Group 5: Operational Efficiency and Challenges - Operational efficiency is critical for profitability, with companies needing to optimize deployment and maintenance processes [13]. - The cost of operating unmanned delivery vehicles can be significantly reduced through economies of scale, with costs increasing only slightly when scaling from 10 to 100 vehicles in a city [13]. - Regulatory challenges remain, as the legal status of unmanned delivery vehicles is still being defined, impacting their ability to operate at scale [15][16].

Core Insights - The 19th China (Shenzhen) International Logistics and Supply Chain Expo opened on September 25, showcasing Meituan's next-generation unmanned delivery vehicle, marking a significant step in its global expansion strategy [1][6]. Group 1: Product Features and Capabilities - The new unmanned delivery vehicle can handle orders over 30 kilometers, complementing the previous generation's 3 to 5 kilometers range, thus expanding the service radius [2]. - The vehicle is designed with a maximum speed of 71 km/h and a cargo volume of 1840L, capable of carrying approximately 140 boxes of bottled water [2]. - Equipped with a comprehensive sensor suite for 360° perception, the vehicle can navigate complex scenarios such as blind intersections and adverse weather conditions, ensuring safety and reliability [2]. Group 2: Operational Achievements and Network Development - Meituan's unmanned delivery vehicle has been approved for a cross-district pilot in Shenzhen, creating a city-level unmanned delivery network connecting key districts [5]. - Over the past five years of operation in Shenzhen, the unmanned vehicles have alleviated peak delivery pressures and maintained service during extreme weather, completing deliveries even during 118 days of heavy rain in 2024 [5]. - The "human-vehicle collaboration" model has integrated unmanned vehicles into the urban delivery network, contributing to the establishment of a "15-minute convenient living circle" in Shenzhen [5][6]. Group 3: Global Expansion and Future Plans - Meituan's unmanned delivery vehicle has initiated L4 autonomous driving tests in Riyadh, Saudi Arabia, with plans to expand testing to Saudi Arabia and the UAE by the end of 2025 [1][6]. - The ongoing development of autonomous driving technology and favorable policy environments is reshaping urban logistics, with Meituan's practices in Shenzhen providing valuable insights for building smart logistics infrastructure and global business expansion [9].

Core Insights - The article highlights the milestone achievement of New Stone Technology in delivering the world's first fleet of 10,000 autonomous delivery vehicles, marking a significant transition from technology validation to large-scale commercial application in the logistics sector [1][2]. Company Overview - New Stone Technology, founded in 2018, aims to popularize autonomous vehicles globally and has achieved rapid growth, including the establishment of the world's first factory with a capacity for 10,000 units in 2019 and obtaining public road testing qualifications for autonomous delivery vehicles in 2021 [1]. - The company has delivered over 1,000 units annually by 2024 and its L4 autonomous vehicles have accumulated over 42 million kilometers in driving distance, covering more than 280 cities across 15 countries and regions [1]. Industry Context - The city of Tonglu, known as the "hometown of private express delivery in China," has a robust logistics infrastructure, with nearly two-thirds of the national express delivery volume (1.1 billion packages) handled by local companies, providing a natural testing ground for autonomous vehicle technology [2]. - The logistics-related industry in Tonglu is projected to generate revenue of 48 billion yuan, contributing to a county GDP exceeding 50.2 billion yuan by 2024 [3]. Strategic Developments - New Stone Technology's headquarters and R&D production base were established in Tonglu, with an expected annual output value of 100 million yuan and a cumulative output value projected to exceed 5 billion yuan within five years [2]. - The company has signed contracts to supply 10,000 autonomous vehicles to major logistics players, enhancing industry collaboration and synergy [2].

Core Insights - New Stone's unmanned vehicle has achieved a significant milestone with the delivery of its 10,000th vehicle, marking a critical step from technology validation to large-scale deployment within seven years since its establishment in 2018 [1][2] - The company emphasizes safety as a non-negotiable priority, focusing its research and operational efforts on safety through a perception solution that combines vision and laser radar [1][4] Group 1: Production and Delivery - New Stone's monthly sales are approaching 2,000 units, with an expectation to exceed 15,000 units for the year and a projected domestic demand of 40,000 to 50,000 units next year [2][4] - The company has transitioned from a trial phase to commercial operations, with a tenfold increase in delivery speed from 2024 onwards [2][4] Group 2: Market Dynamics - The growth in the unmanned vehicle sector is driven by a combination of technological advancements, market demand, and supportive policies, with key milestones including the open-source Transformer in 2021 and the opening of road rights for unmanned vehicles in Beijing [4][5] - The logistics industry is experiencing a shift towards a price competition phase, but New Stone believes the true business model lies in providing transportation services rather than selling vehicles [5][6] Group 3: Opportunities and Challenges - The company currently derives 70-80% of its sales from the express delivery sector, but non-express scenarios are rapidly emerging, with significant partnerships expanding from pilot projects to large-scale operations [6][7] - The transition from planned logistics to instant logistics presents a substantial market opportunity, potentially expanding the market size from millions to tens of millions of vehicles [6][7] Group 4: Future Outlook - New Stone aims for exponential growth in the unmanned vehicle market, targeting a long-term goal of reaching one million vehicles, contingent on the gradual opening of road rights based on demand [7] - The company faces challenges in global expansion, including local regulations and the need for localized operational teams, which complicates international market entry [6][7]

Core Insights - The rapid adoption of functional unmanned vehicles in the express delivery industry is significantly reducing costs and improving efficiency [1][2] - Unmanned vehicles are reported to lower transportation costs by approximately 0.1 yuan per package compared to human delivery [1] - Monthly sales of unmanned vehicles have surged from 200-300 units at the beginning of the year to nearly 2000 units currently [2] Group 1: Industry Impact - The deployment of unmanned vehicles has transitioned from pilot programs at select locations last year to widespread implementation this year [1] - Unmanned vehicles are being utilized effectively in logistics, with one express delivery point reporting a cost of 0.06 yuan per package for unmanned transport [1] - Major express companies like Zhongtong and Jitu are significantly increasing their fleets of unmanned vehicles, with Zhongtong operating over 2000 units across more than 700 locations [1] Group 2: Company Developments - New Stone Technology has delivered its 10,000th unmanned vehicle, indicating strong growth in production and delivery capabilities [1] - Zhongtong has reported that its unmanned vehicles can handle 200,000 packages daily, showcasing the scale of operations [1] - Jitu plans to add 3000 unmanned vehicles this year, having already deployed 900, up from just 218 at the end of last year [1]

Core Insights - The deployment of functional unmanned vehicles is accelerating, with New Stone's unmanned vehicle announcing the delivery of its 10,000th unit, marking a shift from trial runs to widespread adoption in the logistics sector [1][4] Cost Reduction and Efficiency - The Shenzhen Intelligent Connected Transportation Association reported that in September, there were 320 unmanned logistics vehicles operating in Shenzhen, completing 900,000 deliveries and generating approximately 7.6 million yuan in commercial value [2] - Unmanned vehicles have demonstrated higher delivery efficiency, with an average of over 200 packages delivered per vehicle per hour, surpassing traditional delivery vehicles [2] - Cost savings are evident, with one logistics point reporting a cost of 0.06 yuan per package for unmanned vehicle transport, compared to a reduction of about 0.1 yuan per package for human delivery [2] Industry Feedback and Improvement Areas - Despite the benefits, there are areas for improvement in unmanned vehicle technology, such as enhancing smart interaction features for customers to modify delivery details directly on the vehicle [3] - The quality of after-sales service is a significant concern for logistics points, as they prioritize ongoing support over the initial purchase price of the vehicles [3] Rapid Adoption of Unmanned Vehicles - Zhongtong has deployed over 2,000 unmanned vehicles across more than 700 logistics points, achieving a daily delivery capacity of 200,000 packages [4] - Jitu plans to add 3,000 unmanned vehicles this year, having already deployed 900, up from just 218 at the end of last year [4] Pricing Strategies and Market Entry - Several manufacturers have lowered entry barriers by changing pricing models, such as offering subscription services and financing options, making unmanned vehicles more accessible to logistics points [5] - The industry anticipates that by July 2025, approximately 15,000 unmanned delivery vehicles will have been delivered, with over 60% of these deliveries occurring after a significant price drop in the second quarter of 2025 [5] Financing and Cost Trends - The decline in unmanned vehicle prices is linked to increased financing for manufacturers, with New Stone securing 1 billion yuan in funding and other companies like Jiu Si and White Rhino also receiving substantial investments [6] - The prices of key components like lidar and batteries are decreasing, suggesting further potential for cost reductions in unmanned delivery vehicles [6]

深圳市智能网联交通协会数据显示，功能型无人车单车时均配送量超200件，高于传统快递车单车的时均配送量。 功能型无人车的落地正在加速。 近期，无人配送企业新石器无人车宣布第10000台整车下线交付。功能型无人车从去年的个别网点试水转变为今年的加速普及。 从体验看，无人车还有不少地方需要改善。作为快递一线的从业者，何晓琴希望厂商后续能增加智能交互的功能，例如收货人可以直接在无人车上修改配送 地址或者预约派送时间，进一步减少沟通工作，同时也为收货的客户提供方便。此外，她希望厂商可以根据不同地区业务特点定制更贴合客户需求的无人车 方案，便于网点更高效地使用。 在业内人士看来，无人车厂商的服务是关键。李磊表示，降价后快递网点作为"消费者"，相对于无人车本身的质量，更担心后续服务。"毕竟2万元不到只是 买个车壳子，后续的服务费、自动驾驶能力等，才是网点真正关注的。" 从快递业的反馈看，无人车在降本增效方面有明显的作用，但也有不少地方仍待改进。 降本增效作用明显 9月15日，深圳市智能网联交通协会发布《2025年8月深圳市功能型无人车月度运行与发展报告》。数据显示，深圳当月在线无人物流车共320辆，包括新石 器、美团、白犀 ...