新石器无人车在深耕快递场景外，还在拓展生鲜药品、批发、冷链等场景，决定今年部署 10000 辆无 人车。 作者丨薛皓皓 编辑丨关 雎 图源丨Midjourney 近期，新石器无人车（以下简称"新石器" ) 宣布，已在全国累计 部 署近 6000 辆 无人车，预计到 年底，会部署 到 一万 辆 。而在 2024 年底，它仅累计部署 2000 余 辆 。 "年底，我们要实现 1 万辆的部署目标，这是公司评估了订单、工厂产能，以及行业需求后的战略目 标。 4 月部署量已超 2024 年总和。"新石器创始人余恩源说。近期，公司在手订单已接近 3 万 辆。 新石器成立于 2018 年，是专注于 L4 级别物流无人车的独角兽企业。现在，余恩源将无人快递配送 从城市拓展至县乡，从白日配送拓展至夜间配送。同时，他也将无人车的应用领域从快递拓展至生 鲜、批发等物流领域。 今年 2 月，新石器获得一笔 10 亿元 C+ 轮投资，这笔款项除了用于迭代无人驾驶技术外，还 将用 于多种物流场景的交付与部署。 余恩源大学毕业后，一头扎进物流圈，做过 PDA 、快递柜、物流无人机等，直到他找到了无人 物流 车 的机会，并创办新石器。 毅达 ...

Core Viewpoint - The report from Zheshang Securities highlights the promising prospects of unmanned vehicles (Robo-X) across various applications, particularly in closed and specialized scenarios such as warehousing, mining, and military use, driven by technological advancements and supportive policies [1][3]. Group 1: Unmanned Vehicle Applications - Unmanned vehicles (Robo-X) have significant potential in multiple scenarios, including passenger transport (Robotaxi), material handling (unmanned forklifts), sanitation (Robosweeper), mining (unmanned mining trucks), military (unmanned combat platforms), and agriculture (unmanned tractors) [2][3]. - The commercial viability of unmanned logistics vehicles (Robovan) is paving the way for broader applications of unmanned vehicles in various sectors [2]. Group 2: Industry Outlook - The essence of unmanned vehicles (Robo-X) lies in the application of autonomous driving technology in specific scenarios, with advancements in algorithms, LiDAR, and domain control chips facilitating faster commercialization [3]. - Three key conditions for the rapid deployment of unmanned vehicles are identified: successful technology implementation, policy support, and sound commercial logic [3]. Group 3: Unmanned Forklift Market Potential - The global market for automated warehousing solutions is projected to exceed 2 trillion RMB, with unmanned forklifts playing a crucial role in enhancing warehouse efficiency and reducing costs [4]. - Traditional warehousing faces challenges such as low space utilization (with rental and operational costs accounting for 8%-12% of total costs) and inefficient labor practices, which unmanned forklifts can address by creating intelligent warehousing systems [4]. - The global market for automated warehousing solutions is expected to grow from approximately 471.1 billion RMB in 2024 to 804 billion RMB by 2029, with a compound annual growth rate (CAGR) of 12% from 2020 to 2024 and 11.3% from 2024 to 2029 [4]. Group 4: AMR Solutions Growth - The global market for Autonomous Mobile Robot (AMR) solutions is anticipated to reach approximately 38.7 billion RMB in 2024, with a CAGR of 30.6% from 2020 to 2024, and is projected to grow to 162.1 billion RMB by 2029, with a CAGR of 33.1% from 2024 to 2029 [5]. - The penetration rate of AMR solutions in the overall automated warehousing sector is expected to increase from 4.4% in 2020 to 20.2% by 2029 [5]. Group 5: Investment Recommendations - Recommended companies include Hangcha Group (leading domestic forklift manufacturer), Zhongli Group (global electric forklift leader), Anhui Heli (state-owned forklift leader), SANY Heavy Industry (leading Chinese construction machinery company), XCMG (emerging global construction machinery leader), Shantui (bulldozer manufacturer), Taotao Vehicle (North American leisure vehicle leader), YTO Group (large tractor leader), Beifang Group (Chinese mining vehicle leader), and Inner Mongolia First Machinery Group (military equipment leader) [6]. - Companies to watch include Zhongyou Technology and Noli Shares [7].

1—5月新开工省市重大项目18个，开工率78.3% 据悉，该项目是2025年市重大项目之一，总投资5亿元，一期占地面积23.8亩，可年产1000台（套）工 业机器人，项目建成后年销售收入可达2.5亿元。得益于溧水推行的"五证齐发"模式，项目开工比计划 提前17天。 "五证齐发"是溧水区为加快推进项目建设创新实施的审批机制，保障项目签订土地出让合同后5个工作 日内，同步发放"五证"。"以往审批流程是部门间串联审批，审批时间长、效率低。为了提高审批效 率，我们推行预审制，变部门'接力跑'为'并排跑'，从根本上化解行政审批互为前置、相互捆绑等现 象。"溧水区发改委重大项目推进办负责人吕一兵介绍，今年以来，该区迭代升级"五办集成、五证齐 发"工作机制，为项目建设按下"加速键"。 统计显示，1—5月，溧水60个省市重大项目预计完成投资87.12亿元，占年度计划投资的51.9%，超序时 进度10.2个百分点；23个新开工省市重大项目已开工18个，开工率达78.3%。 亲商解难，推动重大项目提前1个多月投产 6月12日下午，绵绵细雨中，位于溧水开发区徐母塘路的南京易咖智车智能工厂测试场地一片繁忙。五 六名技术人员正忙着测试 ...

智通财经6月24日电，沪指低开0.04%，深成指高开0.26%，创业板指高开0.35%，航空机场、无人车 辆、游戏等板块指数涨幅居前，石油石化、航运、军工等板块指数跌幅居前。 三大指数开盘涨跌不一 石油股集体大跌 ...

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The Central Financial Committee has issued opinions to support the accelerated construction of Shanghai as an international financial center [4] - The China Securities Regulatory Commission (CSRC) is working to build a capital market ecosystem that is more conducive to comprehensive innovation [4] - The CSRC has released opinions on establishing a growth tier in the Sci-Tech Innovation Board to enhance institutional inclusiveness and adaptability [4] Industry Updates - The China International Solid-State Battery Technology Conference is set to accelerate the industrialization of solid-state batteries, with related stocks including Putailai (603659) and Liyuanheng (688499) [5] - Cainiao's new unmanned vehicle has started pre-sales, indicating rapid growth in the commercial use of logistics unmanned vehicles, with related stocks including Xingwang Yuda (002829) and Xiangyou Technology (600476) [5] - Significant breakthroughs have been achieved in key systems of China's fusion reactor, marking an acceleration in nuclear fusion technology development, with related stocks including Xuguang Electronics (600353) and Nanfeng Co., Ltd. (300004) [5] Company Focus - Huayi Group (600623) has signed a strategic cooperation framework agreement with Zhenhua Heavy Industries [6] - Chongqing Department Store (600729) has seen a continuous increase in related deposits, with consumer finance yields significantly exceeding peers [6] - Kewei Medical (301087) has reached strategic cooperation with Zhihuiyan and Laolai Health to build a new ecosystem in healthcare [6] - Bank of China (601988) emphasizes the role of finance in supporting new productive forces, particularly in technology finance [6] Market Review and Outlook - On June 19, the market opened lower and continued to decline, with the ChiNext Index leading the drop. The total trading volume in the Shanghai and Shenzhen markets was 1.25 trillion, an increase of 596 billion from the previous trading day [7] - The report notes that the macro economy is expected to maintain a mild recovery, with policies emphasizing stability and activity in the capital market providing support [7] - Different sectors such as technology, consumption, and finance are highlighted for their respective advantages and development prospects, indicating potential for structural differentiation in the market [7] - The mid-term trend suggests that the market center may rise in Q4 2025, with potential for a bull market from 2025 to 2027 [7] - The report indicates that a phase of bottoming in the A-share market may have occurred, with attention needed on structural and rhythm changes in the second half of the year [7]

Group 1: Solid-State Battery Industry - The fifth China International Solid-State Battery Technology Conference will be held on June 19-20, 2025, with industry investment reaching 15 billion in the first four months of the year [1] - The Ministry of Industry and Information Technology (MIIT) plans to establish a standard system for solid-state batteries by April 2025, with 6 billion allocated for special research and development [2] - Companies like Puli Technology and Liyuanheng are actively developing solid-state battery technologies and have made significant progress in equipment and process innovations [2] Group 2: Robotics and AI - Ant Group has invested in Lingxin Qiaoshou Technology, which focuses on embodied intelligence platforms crucial for humanoid robots [3] - Companies like Zhenyu Technology and Hanwei Technology are successfully delivering products related to robotics, including linear actuators and flexible sensors [4] - The demand for key components in humanoid robots, such as motors and tactile sensors, is expected to increase, benefiting leading technology firms in the industry [3][4] Group 3: Autonomous Delivery Vehicles - Cainiao has launched a new autonomous delivery vehicle, the Cainiao GT-Lite, priced at 21,800 yuan, with a promotional price of 16,800 yuan [5] - The logistics autonomous vehicle market is entering a phase of large-scale commercialization, driven by technological advancements and decreasing component costs [5] - Companies like Xingwang Yuda and Xiangyou Technology are developing autonomous driving systems and collaborating with postal services to enhance delivery capabilities [6] Group 4: High-Bandwidth Memory (HBM) Market - Samsung Electronics has secured a contract for HBM3E supply from Broadcom, indicating strong demand for high-performance memory in AI applications [7] - The HBM market is expected to experience explosive growth due to increased data center investments and the need for high bandwidth and low power consumption [7] - Companies like Shengmei Shanghai and Saiteng Co. are actively involved in providing equipment and materials for HBM production [8] Group 5: Digital Human Technology - Baidu has launched the industry's first dual digital human interactive live broadcast room, enhancing consumer interaction through advanced AI technology [9] - The development of digital humans is expected to lead to more personalized marketing strategies and improved customer experiences in e-commerce [9] - Companies like New Guodu Holdings are focusing on general-purpose AI technology and multi-modal AI product research [9][10] Group 6: Renewable Energy and Nuclear Fusion - China National Petroleum Corporation plans to invest 655 million yuan in Kunlun Capital for controlled nuclear fusion projects [10] - Several state-owned enterprises are exploring nuclear fusion energy, which is seen as a clean and efficient energy source [11] - Companies like Zhongyou Capital and Xuguang Electronics are involved in nuclear fusion technology development and related projects [11] Group 7: Domestic CPU Market - Shanghai Zhaoxin Integrated Circuit Co., a leading domestic CPU manufacturer, has initiated an IPO on the Sci-Tech Innovation Board, aiming to raise approximately 4.169 billion yuan [12] - The CPU market in China is projected to grow from 216.032 billion yuan in 2023 to 232.61 billion yuan in 2024, driven by advancements in AI and cloud computing [12] - Companies like Guangdian Yuntong and Zhongke Shuguang are enhancing their capabilities in CPU and GPU products [13]

证券代码：300075 证券简称：数字政通 北京数字政通科技股份有限公司 投资者关系活动记录表 此外，移动补电、仓外自动搬运等新型场景正在扩展， 基于无人车底盘的柔性应用能力进一步提升产业延展性。 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | ☑现场参观□其他： | | 参与单位名称及 | 建信基金、嘉实基金、惠理集团、长信基金、财通资管、瓦 洛兰投资、錾义投资、招商基金、博衍基金、海通证券、民 | | 人员姓名 | 生证券、东北证券等 | | 时间 | 2025 年 6 月 11 日 | | 地点 | 易咖智车南京工厂 | | 上市公司接待人 员姓名 | 证券事务代表 董壮 | | | 无人车行业发展进入关键拐点，数字政通加快具身智能布局 | | | 近年来，随着城市运行管理需求的持续增长与自动驾驶 | | | 技术的不断成熟，低速无人车在物流、环卫、巡检、信息采 | | | 集等细分场景中的应用正加速落地。市场呈现出"需求大、成 | | | 本降、技术稳、政策宽"的多重利好局面，行业 ...

新华财经北京6月4日电（王媛媛）周三A股市场全天震荡反弹，创业板指领涨。截至收盘，沪指报 3376.20点，涨0.42%，成交4468亿元；深证成指报10144.58点，涨0.87%，成交7062亿元；创业板指报 2024.93点，涨1.11%，成交3195亿元。 板块方面，美容护理、啤酒概念、摘帽、电池等板块涨幅居前，机场、无人车辆、军工电子、草甘膦等 板块跌幅居前。 盘面热点 机构观点 财政部、生态环境部、国家发展改革委、水利部、国家林草局发布《关于进一步健全横向生态保护补偿 机制的意见》，提出到2027年，长江、黄河干流统一的横向生态保护补偿机制建成，各地基本建立覆盖 辖区内重点河流的跨区域流域横向生态保护补偿机制，跨流域重大引调水工程横向生态保护补偿机制建 设稳步推进，森林、草原、大气、湿地、荒漠、海洋、水流、耕地等生态环境要素横向生态保护补偿机 制建设得到有益探索。到2035年，流域横向生态保护补偿机制建设深入推进，全面覆盖长江、黄河等重 点流域干流及其重要支流，并向更广范围、更深内涵、更丰富形式拓展，生态环境质量持续提升，生态 系统服务功能不断增强，城乡人居环境明显改善，国家生态安全得到有效保障， ...

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 截至 2025年3月31日，全国专精特新小巨人企业超1.4万家。 其中江苏以 2160家领先全国，广东 1985家位居第二位，浙江1804家、山东1162家、北京1036家分别位列第三至第五位。 一级市场趋冷，小巨人融资事件及金额均下降五成左右。 2025Q1，专精特新小巨人企业一级市场发 生融资事件136起，同比下降55.0%，已披露融资金额98.5亿元，同比下降48.1%。 IPO减缓，但A股新增IPO中小巨人占比提升。 2025Q1，19家专精特新小巨人企业IPO，同比增长 26.7%； A股新增27家IPO企业中，专精特新小巨人企业18家，占比66.7%，较2024Q4（74.2%） 下降7.5个百分点。 并购活跃，小巨人企业成为并购热门标的。 2025Q1披露以专精特新小巨人企业为标的的并购事件 29起，同比增长262.5%；已披露交易金额共51.6亿元，同比增长26.8%。 小巨人企业发展概况 专精特新小巨人企业总量超 1.4万 ...

今天，A股局部抱团现象明显，可控核聚变、创新药和"无人车"概念近期受市场关注较多。 数字货币板 块大涨，成为A股新热点。 截至收盘，沪指涨0.7%，深成指涨1.24%，创业板指涨1.37%。全市场超4400只个股上涨，逾百股涨 停。全市场成交额1.21万亿元，较上个交易日放量1795亿元。 "无人车"概念今天持续拉升，网约车、无人驾驶、车路协同、智能交通等板块全部走强。新消费概念表 现分化，办公用品（文创）、食品板块下跌，IP经济概念股午后探底回升。 数字货币板块走强 今天，数字货币板块大涨，拉卡拉等涨停。 截至收盘，A股数字货币指数涨幅为7.66%，在Wind概念指 数中涨幅排名第三。 | 港股数字货币概念股众安在线盘中一度涨超36%，截至收盘，该股上涨31.56%。 | | --- | 此前，据新华社报道，香港立法会5月21日通过《稳定币条例草案》，在香港设立法币稳定币发行人的 发牌制度，完善对虚拟资产活动的监管框架，保持金融稳定，同时推动金融创新。条例实施后，任何人 如在业务过程中在香港发行法币稳定币，或在香港或以外发行宣称锚定港元价值的法币稳定币，必须向 金融管理专员申领牌照。相关人士须符合储备资产管 ...