无人车赛道的资本化进程与市场竞争正在同步加速。 10月21日，南都湾财社记者获悉，九识智能近日宣布完成1亿美元B4轮融资。本轮融资由蚂蚁集团领 投，蓝湖资本、BV百度风投等新老股东跟投。截至本轮，九识智能B轮已完成融资4亿美元。 在行业大打"万元价格战"、资本加速向头部集中的背景下，此轮融资备受关注。根据九识智能披露的信 息，新注入的资金将用于加大无人驾驶技术研发、产品迭代、供应链自主可控、全球市场拓展及客户服 务体系提升等方面。 从三大系列到万台交付 与行业内其他玩家不同，九识智能在成立之初便进入L4 RoboVan（中大型无人货车）领域。 南都湾财社记者梳理发现，九识智能目前已构建了清晰的产品矩阵，以应对不同城配场景： Z系列：2023年5月首发，是其L4 RoboVan量产车型，主打全场景兼容性，覆盖标准配送、重载长距 等。 E系列：2025年5月推出，面向快递物流等轻抛货场景，车体更轻、货箱更大。其中E6车型曾喊出"一部 手机的价格"，定价1.98万元，被视为应对行业"万元价格战"的主力产品。 L系列：2025年8月推出，主攻重载难关，载重达1.8吨以上，适配米面粮油、轮胎汽配等重货运输。 资本加注下 ...

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]