Core Viewpoint - The rapid deployment of autonomous delivery vehicles, particularly by Jiushi Intelligent, has been marred by a series of traffic accidents, raising concerns about safety and the pace of technological advancement in the industry [1][2][3]. Group 1: Company Overview - Jiushi Intelligent, established in August 2021, claims to have developed L4-level autonomous driving technology suitable for commercial applications [1][6]. - The company has quickly iterated five models of smart urban delivery vehicles within two years, setting a record for the speed of commercialization in the industry [2][14]. - The founding team of Jiushi Intelligent includes former key members from JD Logistics, indicating a strong background in autonomous vehicle technology [6][8]. Group 2: Recent Incidents - A series of accidents involving Jiushi Intelligent's delivery vehicles have occurred, including a rear-end collision and an incident where a vehicle dragged an electric bike [3][4]. - The company has attributed these incidents to operational errors during remote control and challenges in recognizing deformed obstacles [3][4]. - Despite no injuries reported, these events have sparked significant safety concerns regarding the deployment of autonomous delivery vehicles [1][3]. Group 3: Industry Context - The logistics sector's "last mile" delivery is considered the most costly, making it a prime target for autonomous vehicle applications [4]. - As of 2024, over 6,000 autonomous delivery vehicles have been deployed across various scenarios, significantly increasing daily delivery volumes [4][12]. - The industry is witnessing a trend of shortened development cycles for autonomous delivery vehicles, with many companies achieving commercialization within a year [12][14]. Group 4: Challenges and Considerations - Experts highlight that the large-scale rollout of autonomous delivery vehicles faces challenges such as market entry, cost, safety, and collaboration with logistics companies [5]. - Legal experts emphasize the complexity of assigning liability in traffic accidents involving autonomous vehicles, considering factors like technology performance and operational management [5][16]. - The rapid development and deployment of Jiushi Intelligent's vehicles have raised questions about intellectual property rights and potential infringement issues due to the backgrounds of its founding team [15][18].

Core Insights - The autonomous delivery vehicle industry is experiencing rapid growth, with a development speed ten times that of the previous year [1] - New Stone's monthly delivery volume exceeds 1,000 units, with expectations to surpass 2,000 units per month from Q2 to Q3 [1] - In April, the monthly delivery volume exceeded the total for the entire year of 2024 [1]

Group 1 - The unmanned delivery vehicle industry is expected to experience explosive growth in 2025, with a development speed reaching ten times that of the previous year [1] - The company, New Stone, is currently delivering over 1,000 unmanned vehicles per month, with expectations to exceed 2,000 units per month between Q2 and Q3, and April's delivery surpassing the total for the entire year of 2024 [1][3] - The application scenarios for unmanned delivery vehicles have expanded from densely populated urban areas to rural regions, with operational ranges extending from non-motor vehicle lanes to motor vehicle lanes [3] Group 2 - New Stone has developed various vehicle models, including 3 cubic meter small vehicles and 6 cubic meter medium vehicles, with larger capacity models currently in development [3] - The delivery distance has significantly increased, with routes of 70 to 80 kilometers now common, breaking the previous limitation of around 3 kilometers [3] - The core mission of the logistics industry is cost reduction and efficiency improvement, which New Stone aims to achieve through visual technology and algorithms [3] Group 3 - The company plans to implement a no-map technology based on visual algorithms in the second half of this year, expanding application scenarios from planned logistics in the express delivery sector to real-time logistics similar to ride-hailing services [3] - By the end of this year, New Stone expects to deploy 4,000 to 5,000 unmanned vehicles in scenarios outside of express delivery, primarily for real-time logistics scheduling [3] - The competition in the industry is just beginning, with major players like Meituan, JD.com, and Alibaba entering the market, emphasizing the need for competition to build an efficient ecosystem [3] Group 4 - The logistics industry inherently seeks cost optimization, and unmanned delivery vehicles must prioritize cost reduction as their core mission [3] - New Stone aims to release value in more scenarios, including express delivery, industrial clusters, and rural areas, ultimately achieving global scale operations [3]