股价走强的背后，是公司稀缺的赛道定位与硬核的基本面支撑。作为国内少数具备L1-L4全栈自研能力 的企业，佑驾创新是港股稀缺的无人物流标的，也是无人物流在港股的"第一股"。 在业务落地层面，公司L4商业化进程持续提速："小竹无人车"已斩获超1000 台批量订单，无人小巴相 继中标鄂州花湖国际机场无人驾驶摆渡车、桐乡市车路云一体化城市交通融合感知等标杆项目，实现了 从技术验证到规模化商业化的关键跨越，业务成长性与稀缺性在港股科技板块中尤为突出。 创始人刘国清此前在接受媒体采访时曾明确表态，市场对无人物流车的需求与认可度正持续攀升，行业 即将迎来爆发期。董事长密集连贯的增持动作，正是将个人利益与公司长远发展深度绑定的直接体现， 也印证了对行业趋势与公司潜力的判断。 在港股科技板块估值修复的关键窗口期，佑驾创新（2431.HK）持续释放积极信号，以多重动作筑牢市 场信心，股价同步强势走强。1月7日，公司公告显示，创始人兼董事长刘国清三度于公开市场增持5万 股H股，每股平均价约14.7889港元。至此，刘国清已连续三个交易日加码增持，累计购入15万股。 此前，佑驾创新已相继推出核心股东自愿延长股份限售期、拟回购不超过2 ...

Core Insights - The logistics industry is experiencing a significant shift towards unmanned delivery solutions due to rising labor costs, with last-mile delivery costs exceeding 30% of total logistics costs [1] Industry Overview - As of September 2025, over 1,900 out of 3,600 districts in China have supported unmanned vehicles on the road, representing more than 50% of the total, with ongoing policy support for expansion [1] - The unmanned logistics sector is transitioning into a fully commercialized phase, following an exploratory period from 2010 to 2016 and a breakthrough phase from 2016 to 2023 [1] Company Developments - Major logistics companies, including SF Express and ZTO Express, are expected to introduce thousands of unmanned delivery vehicles this year, a significant increase from the hundreds introduced last year, indicating a trend towards large-scale deployment [1] - The first application of unmanned logistics vehicles is in the last mile of delivery, where they are replacing human drivers, thereby creating cost-saving opportunities for courier companies [1]