四维图新（002405.SZ）10月9日在投资者互动平台表示，公司的高精度地图、数据合规和六分科技的高 精度定位可应用于Robotaxi、无人物流车等众多无人化场景，目前已和小马智行与无人物流的头部创业 公司达成合作。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司投资了祐驾，和滴滴以及如祺出行都有较深的合 作关系，近几年Robotaxi发展如火如荼，四维作为该方向的深度参与者，是否在该方向实现营收和利润 新的增长？ ...

2025.09. 30 本文字数：1467，阅读时长大约3分钟 作者 | 第一 财经 黄琳 资产运营；三是为B端大公司提供场景定制化解决方案。 顺丰、京东等大型物流运输公司也有自主研发无人物流车，但因为无人物流业务需求量巨大，大型物 流运输公司也需要第三方的合作伙伴和供应商为其提供相关的服务。刘国清表示，佑驾创新希望借助 自身的优势，比如前装交付的大量智驾系统积累的一些能力、软算法能力、硬供应链体系等，产出更 具性价比的产品，让这类大的集成公司愿意买单。 按照佑驾创新传统业务的规划，公司预计在2027年实现盈利。但在无人物流等小车加入业务体系 后，若能实现销量的提升，公司或能提早盈利时间。 从行业看来，近年来，无人物流车在技术和政策的支持下，规模愈发壮大。国家邮政局明确提出加快 推动无人机、无人车、智能云仓行业规模化应用。商务部等8部门联合印发《加快数智供应链发展专 项行动计划》，明确提出推广无人配送车等智能设备。 当2025年成为智能驾驶元年，无人物流车、无人小巴等多元化自动驾驶产物也陆续扩大规模。近 日，智能驾驶解决方案供应商佑驾创新也进入了无人物流车这一领域，推出无人物流品牌"小竹无人 车"和小竹无人车 ...

智通财经9月25日讯（记者 胡皓琼）在今日开幕的2025深圳物流与供应链博览会上，无人物流车成为新亮点。智通财 经记者获悉，三家头部无人物流车公司九识、新石器、白犀牛皆为首次参展，其中九识的L5系列产品、新石器的X6平 板车，为首次在展会上公开展出。 据智通财经记者了解，目前快递配送是无人物流车的主要应用场景，"三通一达"中通快递（ZTO.US）、圆通速递 （600233.SH）、申通快递（002468.SZ）、韵达股份（002120.SZ）的无人物流车应用正在加速渗透。其中，截至目 前，中通快递在200多个城市，700多家网点投入了无人车超过了2000台；申通快递计划年内投用规模2000辆。 "我们已交付的无人车，主要应用在快递场景。"白犀牛相关工作人员告诉智通财经记者，快递行业的需求相对明确， 每天都有固定的配送需求，商业模式很快能够跑通。也正因此，无人物流车才得以率先在这一行业实现规模化应用。 除了快递行业之外，白犀牛还在商超零售、生鲜配送、即时送药、校园外卖、工业物流、冷链运输、安防巡逻、园区 配送等应用场景实现落地。 不过快递企业因"薄利"，对价格敏感，九识相关人士告诉智通财经记者，商超、汽配、生鲜 ...

证券代码：001317 证券简称：三羊马 尊敬的投资者您好，感谢您对公司的关注！公司是一家主 要通过公铁联运方式为汽车行业和啤酒、饮料、洗涤用品等非 汽车行业提供综合服务的第三方物流企业。根据运输商品的不 同和服务类别的差异，主营业务可分为汽车整车综合物流服 务、非汽车商品综合物流服务和仓储服务。感谢您的关注，相 关信息请以公司公告为准！ 4、请问公司与东风小康赛力斯的业务是否有涉及铁路运 输？ 债券代码：127097 债券简称：三羊转债 尊敬的投资者您好，公司与重庆东风小康汽车销售有限公 司及其关联方有铁路运输方面的合作。感谢您的关注，相关信 息请以公司公告为准！ 三羊马（重庆）物流股份有限公司投资者关系活动记录表 5、您好，三羊马在无人物流这块有相关的，无人车量产 产品吗？ 编号：2025-004 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他（参加重庆辖区 2025 年投资者网上集体接待日活动） | | 参与单位名称及 | 参加"重庆辖区 202 ...

Core Insights - The collaboration between public transportation companies and unmanned logistics vehicles is seen as a mutually beneficial model that can be replicated across various bases, addressing the challenges of commercialization and scalability in the unmanned logistics sector [1][6] - Youjia Innovation has officially entered the unmanned logistics field with the launch of its unmanned logistics brand "Xiaozhu Unmanned Vehicle," which includes the T5 and T8 models, set to be deployed in four cities by 2025 with a total order delivery of 400-500 units [1][2] Group 1: Product Details - The T5 unmanned logistics vehicle has a cargo capacity of 5.5m³, a maximum load of 1000kg, and a range of 180km, primarily serving express city distribution, retail, and fresh food delivery [2] - The T8 model features a cargo volume of 8.5m³, a maximum load of 1700kg, and a range of 240km, suitable for city distribution and industrial logistics, including specialized applications in mining and ports [2] Group 2: Technological Advantages - Intelligent driving is a core competency of Xiaozhu Unmanned Vehicle, supported by Youjia Innovation's extensive experience in the field, having served over 42 OEMs and Tier 1 clients since its establishment in 2013 [3] - The company has accumulated over 500,000 kilometers of data during the development phase of a single model, with 41% of the data being urban road data, aligning well with city distribution environments [3] Group 3: Strategic Partnerships and Market Expansion - The launch event featured notable figures from the automotive industry and government representatives from various cities, indicating strong support for the Xiaozhu Unmanned Vehicle [4][5] - Youjia Innovation has signed strategic cooperation agreements with Shenzhen Postal Service and Eastern Bus, aiming to enhance urban governance and empower the logistics industry [5] - The company anticipates that the delivery volume of Xiaozhu Unmanned Vehicles will reach 10,000 units by 2026, although achieving significant scale remains a challenge [5] Group 4: Market Challenges and Strategies - The company acknowledges the difficulty of expanding its network beyond the automotive sector to achieve commercial viability, emphasizing the need for substantial resources to build brand recognition and secure road rights [5][6] - The collaboration with public transportation systems is viewed as a solution to the resource challenges faced by unmanned logistics vehicles, leveraging the surplus resources available within these systems [6]

Core Viewpoint - Youjia Innovation aims to deliver 10,000 autonomous vehicles next year, focusing on vehicle lifespan and operational efficiency [2][10]. Product Launch - Youjia Innovation recently launched its unmanned logistics brand "Xiaozhu Unmanned Vehicle," introducing two models: T5 and T8. T5 has a cargo space of 5.5m³, a maximum load of 1,000 kg, and a range of 180 km, while T8 offers 8.5m³ of space, a maximum load of 1,700 kg, and a range of 240 km [3][5]. Strategic Partnerships - The company has formed strategic partnerships with Horizon Robotics, Four-Dimensional Map, and SUTENG to enhance its autonomous driving capabilities [7]. Market Positioning - The founder of Youjia Innovation, Liu Guoqing, believes that the company is not late to enter the unmanned logistics vehicle market, emphasizing the importance of high-quality products and a stable business model [9][13]. Competitive Landscape - The unmanned logistics vehicle sector is highly competitive, with many companies entering the market. Liu Guoqing asserts that the industry is still in its early stages, with significant growth potential [9][24]. Cost Management - Youjia Innovation aims to reduce costs through a stable supply chain and shared materials between its unmanned vehicle and passenger vehicle businesses, focusing on both BOM costs and operational costs [10][18][20]. Delivery Goals - The company anticipates delivering 10,000 vehicles next year, leveraging a "base camp" strategy to establish a strong presence in key logistics cities [19][21]. Long-term Vision - Youjia Innovation emphasizes a long-term perspective in its business strategy, focusing on quality and operational efficiency rather than aggressive pricing [14][27]. International Expansion - The company is exploring opportunities for international expansion in the unmanned logistics vehicle sector, with potential projects in Europe and Southeast Asia [28].

Core Viewpoint - The rapid influx of capital into the unmanned logistics sector has led to significant financing for multiple companies, accelerating the commercialization of unmanned logistics vehicles, exemplified by Youjia Innovation's launch of its unmanned logistics brand "Xiaozhu Unmanned Vehicle" with two models, T5 and T8 [2][4]. Company Overview - Youjia Innovation has officially launched its unmanned logistics brand "Xiaozhu Unmanned Vehicle" on September 15, introducing two models: T5 and T8 [2]. - The T5 model has a cargo volume of 5.5m³, a maximum load of 1000kg, and a range of 180km, targeting urban distribution and retail [2]. - The T8 model offers a larger cargo volume of 8.5m³, a maximum load of 1700kg, and a range of 240km, suitable for industrial logistics and large-scale transportation [2]. Market Context - China has been the world's largest logistics market for nine consecutive years, with traditional logistics struggling to increase profits through reduced labor costs and improved efficiency [2][4]. - The unmanned logistics vehicle is seen as a solution to balance labor costs and organizational efficiency in the logistics sector [4]. Technological Advancements - Xiaozhu Unmanned Vehicle employs a multi-sensor fusion approach, including three LiDARs and eleven cameras, to achieve 360-degree visibility and precise road condition recognition [3]. - The vehicle's development benefits from over a decade of industry experience and extensive road data, enabling rapid growth in capabilities such as complex road navigation and autonomous parking [3]. Financial Performance - In the first half of 2025, Youjia Innovation reported revenue of 346 million yuan, a year-on-year increase of 46.07%, but incurred a loss of 152 million yuan [4]. - The company anticipates no net profit before 2026, with the L4 unmanned vehicle business expected to become a significant growth driver following the success of its other business lines [4]. Industry Trends - The unmanned logistics sector is experiencing a surge in investment, with several companies securing substantial funding in 2023, indicating a robust market interest [5]. - By mid-2025, 103 cities in China had officially opened road rights for unmanned delivery vehicles, covering over 80% of major logistics nodes [5]. Future Outlook - The market for unmanned logistics vehicles is projected to exceed 30,000 units by 2025, with a penetration rate surpassing 1.2%, and is expected to grow significantly in the following years [5]. - The industry is still in its early stages, with key indicators for scaling including the opening of road rights in over 200 cities and reducing operational costs to below 70% of human delivery costs [6].

Core Viewpoint - Zhongli Co., Ltd. (603194.SH) has revealed its technological advantages in smart logistics, including composite navigation, distributed system algorithms, and AI multi-agent learning algorithms, during an investor relations event [1] Group 1: Technological Advancements - The company possesses multiple technological advantages in smart logistics, such as composite navigation and AI multi-agent learning algorithms [1] - Zhongli has developed a range of autonomous handling robots, intelligent warehousing robots, and unmanned unloading robots, creating a complete closed-loop system from goods warehousing to intelligent sorting and unmanned outbound logistics [1] Group 2: Strategic Partnerships - The company has formed a strategic partnership with White Rhino Autonomous Driving to jointly promote the development of the unmanned logistics industry [1] Group 3: Market Presence - The flagship product, "Intelligent DC Smart Handling Solution," serves several leading companies in the logistics industry, capturing a significant market share and has completed over 1 billion items of unmanned handling [1] Group 4: Investment and Future Developments - The company has invested in "Xingyuan Intelligent Robot," with plans to officially launch a body unloading robot in November this year [1]

Core Viewpoint - Youjia Innovation (02431) has officially entered the unmanned logistics industry with the launch of its unmanned vehicle brand "Xiaozhu Unmanned Vehicle" on September 15, following the delivery of its first batch of vehicles to partners, indicating a "release and delivery" strategy [1] Group 1: Company Developments - Youjia Innovation's stock price increased by over 10% during trading, with a current increase of 6.34%, reaching HKD 27.18, and a trading volume of HKD 135 million [1] - The company's L4 solution has been commercially implemented in various scenarios, including parks, commuting, and airports [1] Group 2: Strategic Partnerships - Youjia Innovation's Xiaozhu unmanned vehicle has received recognition from Shenzhen Post and Eastern Bus, leading to a strategic cooperation agreement signed on September 3 [1] - The partnership will focus on four key areas: integration of unmanned logistics vehicles with public transport scenarios, composite utilization of bus station spaces, expansion of cross-scenario business, and collaborative innovation in labor utilization [1] - The collaboration aims to enhance both logistics efficiency and the utilization rate of public resources [1]

9月15日，佑驾创新（02431.HK）于深圳举办新品发布会，推出旗下无人物流专属品牌"小竹无人车"， 同时宣布首批车辆下线并向合作伙伴交付，以"发布即交付"的节奏，正式进军无人物流行业。 作为一家智能驾驶及智能座舱解决方案供应商，佑驾创新已构建L1至L4级别的全维度智驾能力，以响 应不同场景下的多样化需求。截至2025年6月底，公司已累计与42家车企达成量产合作，相关搭载车型 出口至欧洲、澳大利亚等海外市场，为其无人物流业务的落地奠定了深厚的行业基础与技术沉淀。 此次发布的"小竹无人车"，推出T5与T8两款核心车型，精准覆盖不同物流场景需求。其中，T5车型聚 焦中小运量场景，货箱空间经优化后可释放5.5m 容积，实现同级最大载重1000kg，最高续航达 180km，主要服务于快递城配、商超零售、生鲜配送等高频民生物流场景；T8车型针对大运量运输需求 设计，拥有8.5m 超大货箱容积，最大载重提升至1700kg，最高续航延长至240km，可广泛应用于城配 干线、工业物流、耐用仓配等更专业的物流场景。 在安全与技术层面，小竹无人车采用多传感融合方案，配备3颗激光雷达与11颗摄像头，构建360°无盲 区感知视角， ...