9月23日，无人配送企业新石器无人车宣布，第10000台整车在浙江桐庐正式下线交付。桐庐作为民营快递之乡，聚集了3万多个覆盖全国且走向全球的 快递网点老板，在此设厂能贴近客户获取第一手需求反馈，还能吸引更多产业链上下游企业关注，形成产业集聚效应。 除快递场景外，新石器无人车还加速在即时物流、生鲜配送、医药冷链、团餐运输、社区零售等场景的部署，将成为新的增长驱动力。特别是今年下半 年以来，新石器通过与滴滴货运合作，向实时调度物流延伸。预计到今年底，新石器在快递以外场景的无人车铺设量将达4000至5000台，其中大部分用于实 时物流调度。 余恩源表示，公司原计划今年交付1万台，9-10月已提前一季度完成，剩余季度将保持2000台以上的产能和销量，全年有望突破1.5万台，力争年底现金 流转正，同时为明年国内4-5万台需求做产能准备，预计后年加上海外需求或超10万台。在海外布局上，余恩源强调中国在供应链上具有独特优势，美国等 海外竞品多仅具备算法但不具备供应链，整体成本是中国的10倍以上，目前新石器在中东、欧洲、东南亚等市场无海外竞对，但出海面临地方性法律法规及 本地化等挑战，难度堪比重新创业。 最近广东地区的台风天 ...

据了解，在政策、市场、成本三方面加持下，无人车在医药、重物配送、快递等领域纷纷落地，商业化取得显著成果。这背后，出现了不少上市 公司的身影。 （原标题：无人物流车火了！上市公司纷纷入局） 末端配送成本占到物流总成本超30%，且随着人力成本持续上升，无人配送需求日益迫切。 上市公司战略布局 在行业红利的吸引下，上市公司纷纷入局，且战略布局各有侧重，形成了差异化的竞争格局。 行业按下加速键 "国家层面密集出台利好政策，为无人物流车发了'通行许可证'，各省市逐步开放路权，让我们的规模化应用有了基础。"德赛西威无人车业务负 责人接受记者采访在谈及行业机遇时表示。 据了解，近年来国家层面先后发布《国家邮政局关于加快邮政业科技发展的意见》《有效降低全社会物流成本行动方案》等多项政策，2023年 《关于开展智能网联汽车准入和上路通行试点工作的通知》更是直接打破无人物流车上路壁垒。 日前举行的2025全球智慧物流峰会无人车论坛上透露了一组数据：截至2025年9月，中国3600个区县中，超1900个已支持无人车上路，占比过半， 政策支持范围仍在持续扩大。 市场需求爆发成为行业发展的"助推器"。无人车论坛上，中盈医药集团董事长庄 ...

本报记者 梁傲男 9月23日，新石器慧通（北京）科技有限公司旗下新石器无人车的第10000台整车在浙江桐庐正式下线交付，不仅标志着全 球首个万台规模的无人配送车队由此诞生，也意味着"无人配送"行业从技术验证步入大规模商业化落地的新时期。 交付现场，新石器无人车创始人兼CEO余恩源在接受《证券日报》记者采访时表示："年初我们设定的年度目标是交付过 万台，目前进展速度超出预期。今年第四季度，我们将维持每月两千台以上的产能和销量，全年交付量预计突破1.5万台。" "第10000台车下线是新石器迈出的一小步，也是无人配送行业发展的新开始。"余恩源表示，相信无人车未来将重构整个 全球的物流基础设施，为客户更好地降本增效。 在经营层面，他提到，公司计划在未来几个月实现现金流转正，并已开始为明后年的市场爆发做准备。"明年仅国内市场 需求预计就将达到4万至5万台，后年全球需求有望突破10万台。我们正积极扩产桐庐等工厂的产能，并与多家主机厂协同合 作，强化生态能力，以应对即将到来的需求增长。" 有分析认为，一万辆的交付量不仅验证了企业技术的可靠性与可扩展性，还显著降低运营成本，提升商业可行性，加速盈 利进程，强化市场信心并吸引 ...

末端配送成本占到物流总成本超30%，且随着人力成本持续上升，无人配送需求日益迫切。据了解，在 政策、市场、成本三方面加持下，无人车在医药、重物配送、快递等领域纷纷落地，商业化取得显著成 果。这背后，出现了不少上市公司的身影。 行业按下加速键 日前举行的2025全球智慧物流峰会无人车论坛上透露了一组数据：截至2025年9月，中国3600个区县 中，超1900个已支持无人车上路，占比过半，政策支持范围仍在持续扩大。 市场需求爆发成为行业发展的"助推器"。无人车论坛上，中盈医药集团董事长庄怀凯深有体会："在医 药流通中，配送对药品质量至关重要，但传统隔日、次日达的模式，已无法满足当下需求。尤其是加急 药品，客户对时效的要求越来越高。" 数据显示，末端配送成本占物流总成本比例超过30%，且人力成本持续上升，而即时零售市场规模的扩 大，进一步加剧了运力缺口。润泽汇数字科技控股集团董事长毛中吾跨界进入物流行业后，也发现了重 物配送的痛点："全国有70万个水站，销售一桶水的物流成本很高，同时水店从业者年龄偏大，送水体 力消耗大，这些都需要技术来解决。" 成本下降则为行业商业化扫清了障碍，目前无人车已进入价格快速下降通道。 ...

业内普遍认为，一万辆的交付量是无人车从试验走向规模化应用的关键里程碑。对企业而言，这不仅验 证了技术的可靠性与可扩展性，还显著降低运营成本，提升商业可行性，加速盈利进程。（文猛） 新浪科技讯 9月23日晚间消息，无人配送企业新石器无人车宣布，公司第10000台整车在浙江桐庐下线 交付，这意味着公司无人配送行业实现了从技术验证迈向大规模商业化落地。 责任编辑：何俊熹 今日下午4点许，一辆印有数字"10000"的新石器X6无人车驶出产线。随后，新石器无人车创始人兼 CEO余恩源将这辆车交付给来自甘肃天水的客户何晓琴，后续将用于甘肃天水的智慧物流体系升级，进 一步提升当地物流配送配送效率与服务质量。 "第10000台车下线是新石器迈出的一小步，也是无人配送行业发展的新开始。"余恩源表示，相信无人 车未来将重构整个全球的物流基础设施，为客户更好地降本增效，为社会带来更大价值。 ...

深圳商报记者 肖晗 该报告由深圳市智能网联交通协会功能型无人车专业委员会编制并发布，首次系统呈现了功能型无人车 的规范化运营与规模化发展全景。 截至8月，深圳已向功能型无人车开放路权线路1170条，总计3185公里。其中8月新增开放线路44条，里 程339公里，无人车加速上路态势明显。分区域来看，龙岗区和坪山区开放里程较多，分别达到1476公 里和879公里，而罗湖、福田、南山等城市核心区域开放里程则相对较少。 8月份，深圳市功能型无人车运营数量为764台，环比新增45台，主要分类为无人物流车、无人环卫车和 无人巡检车。其中，无人物流车总量为416台，占比超过54%。 各无人车品牌在深圳市场的竞逐格局初现端倪。报告显示，从车辆活跃程度来看，无人物流车在线率为 77%，在线车辆规模为320台。按品牌划分，新石器活跃车辆规模最大，达148台，其次为美团119台， 显著领先于白犀牛、九识智能等构成的第二梯队阵营，后两者活跃车辆数分别为21台、19台。而从月度 行驶里程来看，主要进行即时配送的美团无人车8月运营行驶了11.2万公里，大幅超越新石器的3.5万公 里。 无人车商业化价值凸显 规模化运营背景下，功能型无人车 ...

Core Insights - A fierce price war is sweeping the unmanned logistics vehicle industry, with companies like Neolix introducing attractive financing options and free services, marking a shift from high-tech products to cost-effective logistics tools [1][2] - The price drop has led to a significant increase in market demand, with over 60% of the 15,000 units delivered by mid-2025 coming after the price war began [2][4] - The influx of capital and technological advancements are driving this transformation, with major companies raising substantial funds to support their operations [4][6] Price War Dynamics - The price of unmanned vehicles has plummeted from around 200,000 yuan to approximately 100,000 yuan, including service fees [1][2] - Companies like Cainiao and Jiusense are setting aggressive price points, with models priced as low as 16,800 yuan and 19,800 yuan respectively [2] - The operational efficiency of unmanned vehicles is improving, with delivery times reduced significantly, allowing for increased package handling by delivery personnel [2][4] Capital and Investment - Major companies have raised over 3 billion yuan in funding within a few months, indicating strong investor interest in the unmanned logistics sector [4][6] - Neolix and Jiusense have secured significant investments from prominent backers, enhancing their market positions [4][6] Technological Advancements - The cost of essential components like laser radars has decreased dramatically, contributing to the overall reduction in vehicle prices [7] - The establishment of self-owned factories by leading firms has led to significant manufacturing cost reductions [7] Future Competition Landscape - As the price competition intensifies, companies are shifting focus from price to ecosystem development, emphasizing the importance of innovation and service capabilities [8][9] - The future success in the unmanned logistics market will depend on companies' abilities to understand logistics challenges and provide reliable services [9][10]

Group 1 - Tesla was ordered by a Beijing court to provide complete driving data from the 30 minutes prior to a traffic accident involving a customer, marking a significant legal victory for the customer after a prolonged dispute [2][3] - The customer, Zhang Yazhou, had previously faced legal challenges and had been ordered to pay damages to Tesla, but expressed relief at finally winning a case against the company [2][3] Group 2 - The fresh fish supply controversy at the restaurant chain "Tai Er" was highlighted, with customer service confirming that only one of their locations uses live fish, while others use pre-prepared fish fillets [3] - The company has also been reported to be closing multiple locations for upgrades, indicating potential operational changes [3] Group 3 - Starting September 16, the production of long-life pure milk in China is restricted to using only raw milk, prohibiting the addition of reconstituted milk [5] - This regulation aims to enhance the quality of dairy products available to consumers [5] Group 4 - Anta Sports reported that 46 employees, including one at the executive level, have been transferred to judicial authorities for suspected illegal activities, reflecting ongoing anti-corruption efforts within the company [5] - The company has dismissed 74 employees for serious misconduct and has identified 45 suppliers involved in fraudulent activities [5] Group 5 - Apple explained that recent updates to its iOS may cause temporary battery drain and heating issues due to background processes, marking the first time the company has proactively addressed these concerns [6] - The company reassured users that these performance fluctuations are normal and typically stabilize within a few days [6] Group 6 - The price of spot gold reached a historic high of $3,690 per ounce, with domestic gold jewelry prices also surging, indicating a strong demand for gold in the market [9] - Major jewelry brands reported significant price increases, with some products exceeding 1,090 yuan per gram [9] Group 7 - XPeng's eVTOL aircraft were involved in a collision during a demonstration at the Changchun Airshow, resulting in one injury, but the company confirmed that safety protocols were followed [9] - The incident is under investigation, highlighting the risks associated with new aviation technologies [9] Group 8 - Vanke announced that its largest shareholder, Shenzhen Metro Group, will provide an additional loan of up to 2.064 billion yuan, bringing the total loans from the group to approximately 25.941 billion yuan this year [9] - This financial support is aimed at repaying bonds and interest, indicating ongoing financial interdependencies within the real estate sector [9] Group 9 - HeSai Technology successfully listed on the Hong Kong Stock Exchange, raising 4.16 billion HKD, marking the largest IPO in the global lidar industry to date [13] - The company's stock rose nearly 10% on its first trading day, reflecting strong investor interest [13] Group 10 - Figure, a humanoid robotics company, announced a successful funding round exceeding $1 billion, with a post-money valuation of $39 billion, aimed at accelerating the deployment of humanoid robots [18] - Divergent Technologies also completed a $290 million funding round, achieving a valuation of $2.3 billion, focusing on expanding its production capabilities for defense clients [18]

Investment Rating - The report indicates a positive outlook for the intelligent logistics vehicle industry, highlighting significant growth potential and technological advancements. Core Insights - The Chinese intelligent logistics vehicle industry is experiencing rapid development driven by digital transformation, with increasing demand for e-commerce logistics and automated delivery solutions [2][3] - The market size is projected to grow from 510 million yuan in 2025 to 8.34 billion yuan by 2030, driven by the expansion of the express delivery sector and the increasing penetration of unmanned delivery vehicles [5][49] - The report emphasizes the importance of balancing technological breakthroughs with cost control for sustainable growth in the industry [2] Summary by Sections Industry Overview - The intelligent logistics vehicle industry is entering a critical commercialization phase in 2025, with ongoing technological iterations and ecosystem collaborations [2] - The logistics industry's total social costs as a percentage of GDP remain high at 14-15%, compared to 7-8% in the US, indicating room for efficiency improvements [3][6] Market Dynamics - The demand for cost reduction and efficiency in logistics is urgent, with the expectation of reducing logistics costs by 300 billion yuan by 2025 [3][8] - The industry has established a complete ecosystem, with leading companies dominating the market and a production capacity exceeding 200,000 units [4] Technological Advancements - The report highlights significant advancements in L4 autonomous driving technology, with costs of key components like ADAS lidar and lithium batteries decreasing substantially, leading to a drop in the overall vehicle price to 20,000 yuan by 2025 [26][28] - The development of a comprehensive policy framework since 2021 has supported the growth of autonomous driving and unmanned delivery technologies [15][16] Competitive Landscape - The market is characterized by a diverse range of products, including unmanned delivery vehicles and intelligent heavy trucks, with a focus on various application scenarios from last-mile delivery to industrial logistics [30][45] - Major players in the market include companies like New Stoneware and KargoBot, which are advancing their autonomous driving capabilities and expanding their product offerings [41][42] Future Outlook - The report anticipates that the demand for unmanned logistics vehicles will increase significantly, with the number of vehicles required expected to rise from 10,000 in 2025 to 163,000 by 2030 [49] - The ongoing optimization of operational efficiency and the rise in delivery volumes are expected to drive this growth, with unmanned vehicles projected to handle half of the express delivery business by 2030 [49]

Core Insights - The 2025 China International Fair for Trade in Services (CIFTIS) opened in Beijing on September 10, with the theme "Digital Intelligence Leading, Service Trade Renewed" [1] - Meituan, a technology retail company, is participating for the sixth time, showcasing its drone, unmanned vehicle, and various service retail businesses [1] Company Developments - Meituan introduced its latest integrated indoor and outdoor intelligent delivery robot, "Meituan Xiaohuangfeng," at the fair [1] - The robot is designed for closed and semi-closed environments, providing efficient, precise, and safe delivery services in various settings such as supermarkets, apartments, airports, communities, and parks [1] - "Meituan Xiaohuangfeng" has completed over 10,000 deliveries in pilot programs at locations like Shenzhen Bao'an Airport and Shanghai Huilian Baodi, being the first robot to deliver food directly to the boarding gate in an airport restricted area [1] Technological Advancements - The exhibition featured a range of AI products, including "Dragon Cat," "Kangaroo Advisor," "Kangaroo Butler," "Smart Steward," and "AI Digital Employees," which attracted significant attention from attendees [1] - Meituan aims to leverage its technological and digital advantages to expand quality product offerings and service retail scenarios, collaborating with upstream and downstream partners to enhance consumer experiences [1]