据靳玉志介绍，截至2025年7月，搭载华为乾崑智能辅助驾驶系统的车辆已突破100万辆，激光雷达发货 量同样超过100万颗。该系统自启用以来，累计辅助驾驶里程已达40亿公里，成功避免潜在碰撞事件254 万次。 此外，车位到车位领航辅助功能累计使用次数超过1000万次。仅在7月单月，用户人均使用辅助驾驶里 程近700公里，人均辅助泊车达37次。语音助手"小艺"调用量累计实现24亿次，无缝流转功能使用次数 也累计达1.4亿次。 在落地方面，自今年4月华为ADS 4发布以来，已率先搭载于尊界S800车型。预计自9月起，更多合作车 型将陆续启动升级推送，具体时间依车企官方公告为准。 靳玉志还提出，希望2027年实现无人干线物流试点和城区L4规模商用，到2028年进一步推进无人干线 物流的商业化运营，以推动L3、L4自动驾驶技术产业链的快速发展。 凤凰网科技讯 8月25日，据易车网消息，华为智能汽车解决方案BU CEO靳玉志披露华为乾崑智能辅助 驾驶系统多项关键数据。靳玉志透露，ADS 4预计在今年实现高速L3级试点商用能力及城区L4级测试能 力，希望在法规允许的情况下，明年具备高速L3能力以及城区 L4试点能力。 ...

Group 1 - Uber is investing hundreds of millions of dollars to develop its own Robotaxi fleet in collaboration with Chinese Robotaxi companies and the L4 company Nuro, founded by a Fudan University alumnus [1][2][5] - The plan involves deploying over 20,000 Robotaxis in the U.S. over the next six years, averaging 833 vehicles per quarter [2][5] - The initial Robotaxi fleet is expected to launch in 2026, with Uber providing exclusive services [5][14] Group 2 - Uber will invest $300 million (approximately 2.15 billion yuan) in Lucid, which will supply the vehicle platform, while Nuro will receive significantly more funding for its L4 technology [5][7] - The Robotaxi will utilize Lucid's Gravity SUV, which has a range of 450 miles (approximately 724.2 kilometers) and a starting price of $79,000 (about 574,000 yuan) [9][11] - Nuro will provide the core L4 autonomous driving technology, including software and safety case development, using its latest Nuro Driver system [11][25] Group 3 - Nuro has a history of success in the autonomous delivery vehicle sector and has pivoted to focus on L4 technology due to market demand [21][23] - The partnership with Uber is seen as a strategic move for both companies, with Uber needing reliable partners and Nuro seeking external funding [14][25] - Nuro's autonomous vehicle fleet has operated over 1 million miles (approximately 1.61 million kilometers) without major safety incidents, reinforcing its reliability [25] Group 4 - Uber has been actively forming partnerships with leading Robotaxi players, including collaborations with Chinese companies and Waymo, indicating a competitive landscape in the Robotaxi market [27][28] - The expansion of Robotaxi services by competitors like Tesla and Waymo highlights the increasing competition in the autonomous vehicle sector [28][30]

Investment Rating - The report maintains a "Buy" recommendation for the unmanned logistics vehicle sector, highlighting the commercialization phase and cost reduction opportunities [4]. Core Insights - The launch of the Jiushi E6 unmanned logistics vehicle at a price of 19,800 yuan marks a significant reduction below 20,000 yuan, stimulating market enthusiasm and introducing a new era of intelligent delivery [1][12]. - The unmanned logistics vehicle industry has transitioned from "technological feasibility" to "commercialization," with over 100 cities granted road rights for commercial applications [2][12]. - The report emphasizes the economic advantages of unmanned logistics vehicles, with significant cost reductions in delivery operations, potentially lowering per-package costs by 50% [3][19]. Summary by Sections Section 1: Focus on Unmanned Vehicles - Jiushi's E6 model is priced at 19,800 yuan, introducing a subscription service for fully autonomous driving at 1,800 yuan per month, significantly lowering user entry barriers [1][12]. - The industry is witnessing a surge in orders and production capabilities, with Jiushi and New Stone both reporting substantial order backlogs and delivery milestones [2][16]. Section 2: Cost Model and Economic Viability - The operational data from New Stone indicates that a single unmanned vehicle can deliver 2,000 packages daily, with a cost reduction of 2-3 jiao per package when utilizing multiple vehicles [3][19]. - A cost comparison shows that the monthly operational cost of the Jiushi E6 is estimated to be below 3,000 yuan, significantly lower than traditional delivery vehicles [19][20]. Section 3: Investment Recommendations - The report suggests that unmanned logistics vehicles are well-suited for last-mile delivery within a 10 km radius, enhancing efficiency and reducing costs for logistics companies [4][21]. - Continued recommendations for companies like SF Holding and attention to SF City, which is exploring collaborative delivery ecosystems with unmanned vehicles [4][21]. Section 4: Industry Data Tracking - Air passenger volume from May 30 to June 1 showed a year-on-year increase of 1.3%, while domestic ticket prices decreased by 4.6% [22][23]. - The shipping sector experienced a significant increase in the SCFI index by 31%, indicating a robust demand for shipping services [39][43].