Core Viewpoint - Zhongtong Express has entered a new phase of "human-machine collaboration" in delivery with the deployment of autonomous delivery vehicles in Shenzhen, which may enhance profitability for franchisees and impact the overall industry dynamics [1] Company Developments - Zhongtong Express's stock rose by 3.33% to HKD 161.4, with a trading volume of HKD 462 million [1] - The company has launched its first batch of end-terminal intelligent delivery devices at the Shuanglong site in Shenzhen, featuring autonomous vehicles equipped with multiple sensors for obstacle avoidance, traffic light recognition, and automatic parking [1] Industry Trends - According to Huayuan Securities, the use of autonomous vehicles could reduce costs by approximately HKD 0.11 per package in the transportation scenario from the site to the station, potentially improving profit margins across the supply chain [1] - The current trend of adopting autonomous vehicles is likened to the previous automation upgrades in distribution centers, suggesting that new technologies and capital expenditures may disrupt existing operational models and balance [1] - Companies with scale and profit advantages may accelerate transformation, leading to new cost advantages and changes in industry structure [1]

智通财经APP获悉，中通快递-W(02057)涨超3%，截至发稿，涨3.33%，报161.4港元，成交额4.62亿港 元。 消息面上，据深圳商报，8月15日，在中通快递深圳双龙网点的分拣场地，蓝白相间的快递无人车完成 扫码装货，沿着预设路线缓缓驶出，开启当天的配送任务。中通快递在深圳龙岗区布局的首批末端智能 配送设备，标志着中通快递双龙网点正式迈入"人机协同"配送新阶段。据中通快递深圳双龙网点业务经 理黄华柏介绍，此次使用的无人车搭载了激光雷达、高清摄像头等多传感器设备，具备自主避障、红绿 灯识别、自动泊车等功能，可适配小区、工业园区等多种场景。" 华源证券此前指出，无人车降本或将增厚加盟商盈利，根据测算，从网点-驿站运输的场景替换无人 车，降本幅度达到0.11元/票，或将改善产业链利润，间接影响快递企业总部报表。本轮无人车产业趋势 可类比上一轮分拨中心自动化升级趋势，新技术的诞生和新一轮的资本开支竞争，或将打破原有的运营 模式和平衡，考虑各快递企业总部现金流差异、加盟商盈利状况差异，具有规模优势和利润优势的企业 或加速变革，形成新的成本优势，进而加速行业格局的变化。 ...