日本LOMBY株式会社负责人 内山智晴：这款中国的雷达性能出色、运行稳定。考虑到中长期使用的可 靠性，我们会选择这种在户外、雨天等多种环境下都能保持高稳定性的产品。 据这位负责人介绍，当前日本的配送机器人，在普及方面存在两大难点。首先，为适应日本特有的狭窄 道路和复杂街区等城市环境，机器人需要不断改良感应系统，以保障自身和居民安全。其次，培养普通 市民对于机器人的使用习惯仍需时间。加之日本各项法律法规限制严苛，机器人获得丰富测试环境的难 度也不容小觑。 转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）在日本，随着劳动力成本上升与配送服务需求增加，许多大型物流公司、便 利店等开始尝试使用机器人代替配送员送货上门。在东京，一些连锁便利店已经开始测试这项服务。 在日本东京西郊的一处机器人试点区，便利店的工作人员接到来自应用程序的配送订单后，等候在店外 的机器人可立即启程送货。试点区划内，共配有4台这样的机器人，服务于便利店周围3公里内的25000 多户居民，平均20分钟即可将商品送达。便利店负责人介绍称，提供试点服务两年来，机器人能够有效 弥补大雨等恶劣天气下配送员不足的困境，已经逐渐被当地居民接受。 日 ...

Core Viewpoint - DoorDash is initiating a robot delivery revolution in the U.S., aiming to reshape the global instant delivery industry by integrating robotics into its core operations [1][3]. Group 1: Company Developments - In October 2025, DoorDash launched its self-developed delivery robot, Dot, and entered a strategic partnership with Serve Robotics to scale robot delivery services in Los Angeles, with plans for nationwide expansion [3]. - DoorDash, founded in 2013, is the largest food delivery platform in the U.S., holding a 60% market share and achieving a market valuation exceeding $60 billion [3][4]. - The introduction of the DashPass subscription service in 2022 has attracted over 15 million members, expanding its operations to over 4,000 cities across the U.S., Canada, Australia, and parts of Europe by 2025 [5]. Group 2: Market Context - The global food delivery robot market is projected to reach $299 million by 2024, indicating significant growth potential for DoorDash's robot delivery operations [5]. - The increasing costs in the food service industry are driving the need for automation, with robot delivery costs being one-third of human labor costs, and DoorDash's pilot programs showing a 40% reduction in average delivery costs [8][9]. Group 3: Technology and Efficiency - Dot is designed to deliver various everyday items, capable of carrying up to 16 kg and traveling at speeds of 32 km/h, ensuring food freshness [7]. - The integration of SmartScale technology has reduced human labor costs by 80% and decreased order complaint rates by 62% [9]. - Serve robots optimize delivery routes using AI algorithms, achieving an average delivery time of just 18 minutes [9]. Group 4: Challenges and Barriers - Despite the promising outlook, the widespread adoption of delivery robots faces challenges, including technical limitations in extreme weather and complex terrains [11][12]. - Regulatory hurdles vary significantly across regions, complicating cross-regional operations for companies like DoorDash [12]. - The initial investment for robots is substantial, with costs around $100,000 per unit, which may deter small businesses from adopting this technology [12]. Group 5: Future Prospects - The evolution of delivery robots is part of a broader digital transformation in logistics, with the global market for delivery robots expected to reach billions of dollars [20]. - In China, daily delivery demand exceeds 300 million orders, and if 10% were handled by robots, the market could exceed 55 billion yuan annually [20]. - Innovations in technology and business models, such as robot leasing and data services, are expected to accelerate the profitability of robot delivery systems [18][20].

智通财经APP获悉，周四，Serve Robotics(SERV.US)股价走高，截至发稿，该股涨超20%，报16.6美 元。消息面上，Serve Robotics将与DoorDash(DASH.US)合作，将送货机器人引入DoorDash平台。Serve Robotics表示，通过DoorDash从洛杉矶部分商店和餐馆下单的客户，可能会通过Serve机器人配送订单， 并补充称计划将DoorDash的配送服务扩展到全美。 ...

周四，Serve Robotics(SERV.US)股价走高，截至发稿，该股涨超20%，报16.6美元。消息面上，Serve Robotics将与DoorDash(DASH.US)合作，将送货机器人引入DoorDash平台。Serve Robotics表示，通过 DoorDash从洛杉矶部分商店和餐馆下单的客户，可能会通过Serve机器人配送订单，并补充称计划将 DoorDash的配送服务扩展到全美。 ...

Core Insights - The collaboration between Shenzhen Metro Group and Vanke aims to enhance last-mile delivery through the use of robots in subway stations, specifically targeting the 7-Eleven convenience stores [1][3] - The project is currently in the testing phase, focusing on optimizing delivery routes during off-peak hours to improve efficiency and reduce costs [1][6] Group 1: Project Overview - The "Metro + Robot Delivery" project utilizes robots to autonomously plan optimal routes for delivering goods from 7-Eleven stores within the subway system [1] - The initiative addresses challenges faced by traditional delivery methods, such as high labor costs and inefficiencies during peak hours [3][6] Group 2: Technological Implementation - Vanke's logistics robots incorporate advanced technologies, including AI scheduling algorithms and panoramic laser radar, to enhance delivery efficiency [6] - The robots are designed to autonomously navigate subway environments, including using elevators and recognizing train arrivals, which streamlines the delivery process [6] Group 3: Market Context - The demand for local life services, such as "Metro + Retail," has been increasing alongside the expansion of the Shenzhen subway network [3] - 7-Eleven operates over 100 stores within the Shenzhen subway, catering to approximately 9 million passengers daily, highlighting the potential for enhanced service integration [3]