Core Viewpoint - The article highlights the rapid development of the automated delivery industry in Shenzhen, emphasizing the city's efforts to establish itself as a national benchmark for automated logistics solutions, particularly in preparation for the upcoming 618 shopping festival [1][2]. Group 1: Automated Delivery Operations - A large-scale "automated delivery drill" took place in Shenzhen, featuring over 40 automated delivery vehicles from major companies like Meituan and SF Express, aimed at ensuring efficient logistics during the shopping festival [1][2]. - The automated delivery vehicles have completed over 5 million outdoor deliveries in Shenzhen, showcasing their operational capabilities and collaboration with human couriers for instant delivery services [2][3]. Group 2: Industry Development and Standards - Shenzhen's automated delivery industry is projected to exceed 1,000 operational vehicles by the end of 2025, positioning the city as a leader in the sector [3][4]. - The city has established a comprehensive logistics network integrating buses, subways, unmanned vehicles, and drones, while traditional transport companies are also adapting to the automated delivery model [4][5]. - Strict management protocols have been implemented, including unified vehicle identification, regulatory compliance, and a centralized operational platform to ensure safety and efficiency [4][5]. Group 3: Talent and Infrastructure - Shenzhen has attracted top talent from leading companies in the automated delivery sector, and partnerships with educational institutions are fostering a skilled workforce for the industry [4]. - Over 300 kilometers of roads have been opened for automated delivery, with a rapid response mechanism in place to accommodate business needs [5].

作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 近期，关于"无人配送"的话题热度持续攀升，一系列消息让这一领域备受关注。 顺丰同城无人车开始起量，多家专注于物流场景的自动驾驶企业也纷纷传出融资成功的消息。 在政策松绑、资本与技术的双重驱动下，末端配送与干线货运的无人化变革正在加速推进，二级市场对于无人配送的商业前景认知也在提升， 推动相关概念股的迅速上涨。 如云内动力、通达电气、星网宇达等在相关时间节点均表现活跃。 尤其是德邦股份，5月26日-6月3日期间累计涨幅达72.16%，换手率高达24.27%。 但股价在公告澄清尚未部署无人物流车后，随之下跌超20%。 无人配送规模化落地的拐点，是否真的到来了？ 01 "白菜价"设备问世，加速压降物流成本 种种迹象显示， 无人配送规模化落地的拐点逐渐迫近。 无人配送是指通过无人驾驶技术和智能物流系统实现的物流运输与配送服务，自动驾驶等级要达到L4层级，需要AI、传感器融合、车路协同等 技术的融合。 这个加速放量趋势，在今年上半年就已经观察得到了。 开头提到的自动驾驶企业完成融资的消息，分别来自行业内领先的三家企业——新石器、九识智能、 ...

顺丰同城无人车开始起量，多家专注于物流场景的自动驾驶企业也纷纷传出融资成功的消息。 在政策松绑、资本与技术的双重驱动下，末端配送与干线货运的无人化变革正在加速推进，二级市场对于无人配送的商业前景认知也在提升， 推动相关概念股的迅速上涨。 如云内动力、通达电气、星网宇达等在相关时间节点均表现活跃。 尤其是德邦股份，5月26日-6月3日期间累计涨幅达72.16%，换手率高达24.27%。 但股价在公告澄清尚未部署无人物流车后，随之下跌超20%。 无人配送规模化落地的拐点，是否真的到来了？ 作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 近期，关于"无人配送"的话题热度持续攀升，一系列消息让这一领域备受关注。 01 "白菜价"设备问世，加速压降物流成本 种种迹象显示， 无人配送规模化落地的拐点逐渐迫近。 无人配送是指通过无人驾驶技术和智能物流系统实现的物流运输与配送服务，自动驾驶等级要达到L4层级，需要AI、传感器融合、车路协同等 技术的融合。 配送行业转向自动化解决方案， 最主要的动力来自庞大的物流配送需求，和传统物流末端人力短缺以及高昂成本之间的矛盾。 去年，中国快递业务量突破 ...

Group 1 - Ying Shi Innovation officially listed on the Sci-Tech Innovation Board on June 11, with a first-day surge of 271.48%, reaching a market capitalization of over 70 billion yuan and raising 1.938 billion yuan, the highest fundraising scale since 2025 on the Sci-Tech Innovation Board [3] - Founder Yu Donglai of Pang Donglai announced an estimated net profit of 1.5 billion yuan for 2025, with over 8,000 employees expected to receive an average after-tax monthly income of 9,000 yuan [3] - Huawei launched the Pura 80 series, with prices ranging from 6,499 yuan to 10,999 yuan, and disclosed that its R&D expenses over the past decade totaled 124.9 billion yuan [5] Group 2 - ByteDance shared six core talent concepts, emphasizing that excellent talent is key to the company's success [7] - Employees of Nezha Auto surrounded CEO Fang Yunzhu's office demanding unpaid wages, highlighting internal unrest within the company [8] - Xiaopeng Motors' CEO He Xiaopeng announced that the Xiaopeng G7 will be the first AI car with L3-level computing power, equipped with three Turing AI chips [10] Group 3 - Alibaba's chairman, Cai Chongxin, stated that engineers worked through the Spring Festival to catch up with the AI wave after the launch of the DeepSeek model [13] - Ximalaya's founder expressed strong emotions during an internal meeting, reaffirming the company's commitment to maintaining its brand and operational independence amid a merger with Tencent Music [15] - Pop Mart expanded production capacity earlier this year to meet surging demand, indicating challenges in supply chain responsiveness [15] Group 4 - JD Logistics has begun operations in Saudi Arabia, establishing a team of over a thousand people to replicate its logistics model in the region [20] - Tesla plans to launch its first fully autonomous driving taxi for public trials in Austin, Texas, with a tentative date of June 22 [21] - NVIDIA's CEO announced plans to build the world's first industrial AI cloud in Europe, equipped with approximately 500,000 GPUs [23] Group 5 - Nintendo reported that the Switch 2 sold over 3.5 million units globally within four days of its release, marking the fastest sales rate for any Nintendo console [24] - Google offered voluntary severance packages to employees across multiple departments, including its core engineering team, as part of its workforce reduction strategy [26] - Alibaba's cross-border e-commerce platform AliExpress has launched a car sales business, focusing on Chinese electric vehicles in the Middle East [27]

6月6日，工业和信息化部党组书记、部长，部两化融合工作领导小组组长李乐成主持召开部两化融合工作领导 小组会议。会议要求，要加快提升软硬件产品供给能力。强化工业软件、智能传感器等关键核心技术攻关。加 快建设工业高质量数据集，夯实人工智能工业应用的数据底座。加大"小快轻准"数字化产品和低成本数字化通 用工具的培育力度。以工业智能体为抓手深化人工智能工业应用，带动工业数据集、工业大模型的创新迭代。 ★ 宏观动态 ★ 工信部：以工业智能体为抓手深化人工智能工业应用 财政部：研究制定、修订全国社会保障基金境内投资管理办法 6月6日消息，财政部发布2025年度立法工作安排。一是推进资产评估法（修改）、预算法（修改）、增值税法 实施条例（制定）、财政违法行为处罚处分条例（修改）等法律、行政法规起草工作。二是研究制定、修订全 国社会保障基金境内投资管理办法、企业财务通则、金融企业国有资产评估监督管理暂行办法、金融企业国有 资产转让管理办法、会计基础工作规范、代理记账管理办法、注册会计师全国统一考试违规行为处理办法等财 政规章。同时，积极配合做好列入十四届全国人大常委会立法规划、全国人大常委会和国务院2025年度立法工 作计划 ...

Core Viewpoint - Qudian Inc. is contemplating winding down its last-mile delivery service due to intense competition that has led to a significant revenue decline in the first quarter of the year [2][3][7]. Business Performance - The last-mile delivery business experienced a revenue drop of over 50% in the first quarter, falling from 55.8 million yuan to 25.8 million yuan year-over-year [13]. - Despite the losses in the last-mile delivery segment, Qudian reported a profit of 150 million yuan for the first quarter, primarily due to 165 million yuan in interest income from its cash holdings [14]. Competitive Landscape - Qudian faced stiff competition from established local rivals in Australia and New Zealand, as well as from Chinese logistics companies building their own infrastructure abroad [5][6]. - The last-mile delivery market in China is highly competitive, dominated by several companies that are rapidly expanding their global networks [4]. Financial Position - Qudian's cash and restricted cash increased to 5.6 billion yuan at the end of March, up from 3.5 billion yuan at the end of 2022, indicating strong cash management [15]. - The company has been actively buying back shares, reducing its outstanding American depositary shares (ADS) from 265 million to 172 million over the past three years [8][15]. Shareholder Sentiment - Shareholders did not react negatively to the announcement of the potential business closure, with stock prices remaining stable [9]. - Qudian has notable institutional shareholders, including UBS and Morgan Stanley, who may be more interested in short-term gains from potential privatization efforts [10]. Historical Context - Qudian has a history of entering and exiting various business sectors, including consumer loans, education, and prepared foods, often due to competitive pressures [12]. - The company initially found success in fintech but shifted away from that model following regulatory crackdowns in China [11].

Group 1 - The Brazilian government, led by President Lula, plans to provide financing support for delivery workers to purchase motorcycles [1] - The country faces increased responsibilities as a significant meat exporter, particularly following challenges posed by avian influenza [1]

Group 1 - Spotify has been fined 58 million Swedish Krona for failing to comply with the EU's General Data Protection Regulation [1] - Xiaomi aims to sell 200 million smartphones globally by 2025, having already entered the top 2 in the domestic market [1] - SF Express has increased its fleet of autonomous vehicles to 200, covering 38 major cities in China, with over 10,000 active routes [1] Group 2 - AliExpress continues to grow in South Korea, with actor Ma Dong-seok remaining as its spokesperson for the third consecutive year [2] - The platform has captured 85% of the total payment volume in the cross-border e-commerce market in South Korea, which is projected to reach 4.2 trillion Korean Won in 2024 [2] Group 3 - Beijing Zero One Technology has established a new smart technology company with a registered capital of 100 million RMB, focusing on AI software development [3] - The company is fully owned by Zero One Technology (Hong Kong) Limited [3] Group 4 - The Dunhuang Research Academy has launched the "Digital Dunhuang" database platform, digitizing over 99,00 scrolls and 60,700 images, supported by Tencent's technology [4] - The platform offers features such as ancient text retrieval, multilingual translation, and AI summarization [4] Group 5 - Hangzhou Yushu Technology has added retail of publications to its business scope, with a registered capital of approximately 2.5942 million RMB [5] Group 6 - FAW Fuwi has received a notice to supply exterior parts for a well-known new energy vehicle brand, with an expected total sales amount of 800 million RMB over the project's lifecycle [6][7] Group 7 - Hengxing Technology plans to invest up to 10 million USD in Vietnam to establish a project with an annual production capacity of 150,000 tons of high-performance prestressed steel strands [8] Group 8 - Tianchen Biotechnology has completed over 200 million RMB in Series C financing, which will be used for clinical development of its innovative antibody products [9] - The funding round was led by Honghui Fund and existing shareholders [9] Group 9 - Saturn Vision has completed a Series B financing round, with investments from Jin Yuzui Venture Capital and Shengze Industrial Investment [10] Group 10 - Huawei's new smartwatch, the WATCH 5, will integrate the Pangu and DeepSeek large models for enhanced voice interaction and health monitoring capabilities [11] Group 11 - Lululemon has launched the Go Further women's running series, with plans for more innovative products based on athlete feedback [12] Group 12 - Xiaomi's founder Lei Jun announced that the pricing for the new YU7 model will be determined 1-2 days before its sale, with expectations for the automotive business to achieve profitability in Q3 or Q4 of this year [13]

Core Insights - The company has increased its fleet of unmanned vehicles to 200 units, expanding its service network to cover 38 major cities across the country [1] - In May, the number of active delivery routes nationwide exceeded 10,000 [1] - The deployed White Rhino R5 unmanned vehicles are equipped with high-precision lidar and perception cameras, enabling all-weather operation [1] Technology and Operations - The unmanned vehicles can operate fully autonomously even in extreme weather conditions such as heavy rain and fog [1] - The vehicles are capable of handling complex scenarios, including steep slopes in underground parking lots and busy traffic during peak hours [1] - They can perform challenging tasks such as traffic light recognition and detouring around construction sites [1]

Group 1: Economic and Investment Initiatives - The "China (Chongqing) - UAE Economic and Trade Investment Promotion Conference" was held in Chongqing, resulting in a memorandum of understanding between Chongqing and Ajman, focusing on bilateral industrial investment cooperation and the "Chongqing Vehicles Going Abroad" initiative [2] - The UAE's e-commerce market is projected to reach AED 32.3 billion (approximately USD 8.8 billion) in 2024, with expectations to exceed AED 50.6 billion (approximately USD 13.8 billion) by 2029, indicating significant growth potential in the sector [3] - The Dubai Industrial City has seen a more than 10% year-on-year increase in the number of companies since early 2024, with over 1,100 companies expected by year-end, highlighting its attractiveness for industrial investment [4] Group 2: Infrastructure and Logistics Developments - A new sea-rail intermodal service from Yiwu to Dubai has been launched, reducing the delivery time from 23 days to 17 days and lowering logistics costs by approximately 18% [3] - Faraday Future has officially received its factory and operations center in Ras Al Khaimah, UAE, which will support the production of its FF and FX models [3] - NMDC's subsidiary signed a memorandum of understanding with Jiangsu Huaying Valve Co., aiming to establish valve manufacturing facilities in the UAE to support the local energy sector [2] Group 3: Real Estate and Market Trends - The Dubai real estate market has seen a surge in international capital, with Q1 transactions of luxury properties reaching record highs, driven by a 70% increase in property prices over the past four years [6] - The Ras Al Khaimah Economic Zone announced two significant manufacturing projects, with a total investment exceeding AED 1.1 billion, aimed at enhancing the region's industrial capabilities [5] Group 4: Technological Advancements - OpenAI announced the "Stargate UAE" project, which will establish a 1GW data center cluster in Abu Dhabi, making the UAE the first country to implement ChatGPT nationwide [6] - The Abu Dhabi Technology Innovation Institute launched two AI models focused on Arabic language and lightweight applications, indicating a push towards localizing AI technology [5]