Group 1 - Didi has invested in the autonomous delivery vehicle company "Xinshiqi," confirming its strategic expansion into the unmanned delivery sector [1] - The partnership with Xinshiqi allows Didi to leverage its platform advantages and user base, positioning itself in the unmanned delivery market [1] - The application of unmanned delivery technology is expected to reduce labor costs and enhance delivery accuracy and efficiency, improving user experience [1] Group 2 - Xiaohongshu has announced the establishment of a large commercial sector to enhance commercialization and transaction synergy [2] - The new structure will be led by COO Conan and CMO Zhiheng, aiming for better resource allocation across products, technology, and talent [2] - This adjustment is expected to improve Xiaohongshu's competitiveness in the content e-commerce sector by facilitating closer collaboration between advertising and transaction businesses [2] Group 3 - AliExpress has upgraded its logistics warehouse in Dongguan, Guangdong, making it the first fully automated cross-border logistics park [3] - The warehouse is primarily used for the domestic circulation of packages for European consumers, with domestic transport times potentially reduced by up to 6 hours [3] - The automation of logistics processes is anticipated to lower labor costs and enhance the precision and efficiency of logistics delivery [3]

Group 1 - Didi has invested in the autonomous delivery vehicle company "Xinshiqi," confirming its strategic layout in the unmanned delivery sector [1] - The partnership allows Didi to leverage its platform advantages and user base, positioning itself in the unmanned delivery market [1] - The application of unmanned delivery technology can reduce labor costs and enhance delivery accuracy and efficiency, improving user experience [1] Group 2 - Xiaohongshu has announced the establishment of a large commercial sector to enhance commercialization and transaction synergy [2] - The COO and CMO will lead the new sector, promoting cross-departmental collaboration of resources such as products, technology, and talent [2] - This restructuring aims to improve resource allocation in the commercial and transaction fields, enhancing competitiveness in the content e-commerce sector [2] Group 3 - AliExpress has upgraded its logistics warehouse in Dongguan, Guangdong, to become the first fully automated cross-border logistics park [3] - The warehouse is primarily used for domestic circulation of packages for European consumers, with domestic transport times potentially reduced by up to 6 hours [3] - The automation of logistics processes can significantly shorten package transit times and improve user experience while also reducing labor costs and enhancing delivery precision and efficiency [3]

Summary of Conference Call Company and Industry - The conference call focuses on the autonomous delivery vehicle industry, specifically highlighting the developments of a company referred to as "新世纪" (New Century) and its partnership with "新时期无人车" (New Era Unmanned Vehicles) [1][2]. Key Points and Arguments 1. **Market Growth and Development**: The autonomous delivery vehicle market has seen rapid growth, with New Century achieving significant milestones, including over 4,500 vehicles delivered and a target to become the first company globally to exceed 10,000 Level 4 autonomous vehicles by year-end [1][7]. 2. **Order Backlog**: The company currently has over 30,000 orders in hand, indicating strong demand for its autonomous delivery solutions [1]. 3. **Operational Footprint**: The company has deployed vehicles across 288 cities in China, with notable delivery numbers in cities like Qingdao (over 570 vehicles) and Hangzhou (over 400 vehicles) [3][7]. 4. **Regulatory Milestones**: New Century and its partners were among the first to receive national licenses for autonomous delivery, which has set a precedent for other cities to follow [4]. 5. **Technological Advancements**: The company has transitioned from a laser radar-based perception system to a more advanced technology architecture, enhancing its operational capabilities [5][21]. 6. **Market Share**: The company claims to hold over 95% market share among major clients like JD.com, SF Express, and the postal service, and over 70% among smaller delivery networks [8][9]. 7. **Cost Efficiency**: The company has achieved the lowest operational costs in the industry, with delivery costs reduced to approximately 0.5 yuan per kilometer, significantly lower than traditional delivery methods [16]. 8. **Business Model Evolution**: The company is shifting towards a more integrated logistics solution, offering not just vehicles but also a platform for clients to manage their delivery needs [17][19]. 9. **Safety and Algorithm Development**: The company emphasizes the importance of safety in its autonomous driving algorithms, aiming for a safety record significantly better than human drivers [18][19]. 10. **Future Plans**: The company plans to expand its operational model to include partnerships with various logistics providers and explore new markets, including overseas opportunities [27]. Other Important Content - **Client Insights**: The company has a deep understanding of the logistics processes of its clients, which allows it to tailor its solutions effectively [14]. - **Adaptation to Diverse Environments**: The vehicles are designed to operate in various conditions, including rural areas with challenging road conditions [20]. - **Production Strategy**: The company is cautious about scaling production, focusing on maintaining quality and adapting to industry standards before mass production [23]. This summary encapsulates the key developments and strategic insights shared during the conference call, reflecting the company's position in the rapidly evolving autonomous delivery vehicle market.

每经记者｜赵雯琪 每经编辑｜文多 今年2月，新石器宣布完成10亿元C+轮融资。该轮融资由多家物流龙头企业和中金资本等财务投资人共 同投资。 新石器此前曾公开表示，今年7月，新石器与滴滴出行旗下的滴滴送货达成合作。截至7月底，新石器无 人车已在全球15个国家和地区的280多座城市部署，累计部署数量突破7500辆，预计在今年内成为全球 首个万辆规模的L4（高度自动驾驶）级无人车队。 每经北京8月13日电（记者赵雯琪）今日有报道称滴滴已投资无人驾驶商用车企业"新石器"。《每日经 济新闻》记者从接近两家公司的知情人士处确认该信息属实。 ...

Core Insights - Didi has recently invested in the autonomous driving commercial vehicle company, Xinshiqi [1] - Didi Freight and Xinshiqi have collaborated in Qingdao to test autonomous vehicle delivery services [1] Company Overview - Xinshiqi was founded by Yu Enyuan in July 2018 and is headquartered in Beijing [1] - The company possesses full-stack technological capabilities, including software and hardware development, vehicle manufacturing, and intelligent scheduling [1] - Xinshiqi has applied for over 1,500 patents and has launched multiple models of autonomous vehicles catering to logistics, retail, and security needs [1] Market Position - Xinshiqi has become the largest supplier of autonomous vehicles for major companies such as SF Express, JD.com, and China Post, capturing over 90% of their autonomous delivery vehicle orders [1] - The company also holds over 70% of the autonomous delivery vehicle orders from platforms like Shunfeng, Jitu Express, and others [1] Deployment and Future Plans - Currently, Xinshiqi has deployed over 7,500 autonomous vehicles across more than 280 cities [1] - Yu Enyuan has indicated that Xinshiqi will complete the deployment of 10,000 autonomous vehicles earlier than initially expected, with plans to extend from planned logistics in the express delivery sector to real-time urban freight logistics in the second half of the year [1]

截至7月底，新石器无人车已在全球15个国家和地区、280多个城市部署，累计数量突破7500辆，L4级 自动驾驶里程超4200万公里，无人车队规模持续稳居全球首位，预计在今年内成为全球首个万辆规模的 L4级无人车队。 今年以来，新石器还与多个平台合作，在生鲜、冷链、商超、医药配送等场景共建智能物流体系。此 外，公司已着手探索即时调度物流市场，已在部分城市小范围落地相关业务。 责任编辑：李昂 8月13日，有媒体报道，滴滴已于近日投资无人驾驶商用车企业新石器。 新浪科技就此询问滴滴，滴滴方面暂无回应。 此前7月份，滴滴货运与新石器无人车在青岛合作试水无人车送货业务，用户在软件上即可下单，选择 无人车来运送货物，由新石器无人车负责提供服务，30公里范围内只需要9.9元。据了解，目前青岛大 概200辆车已经开始试运行。 ...

8月13日，第一财经记者从知情人士处独家获悉，滴滴已于近日投资无人驾驶商用车企业新石器。记者 就此询问滴滴、新石器无人车方面尚无回应。 目前，新石器无人车在280多个城市部署数量过7500台，创始人兼CEO余恩源此前表示，新石器将比年 初预计的时间更早完成万台无人车的部署，今年下半年将从快递行业的计划性物流，向城市货运的实时 调度物流延伸。 不久前滴滴货运与新石器无人车在青岛合作试水无人车送货业务，用户可以通过滴滴平台下单，选择无 人车来运送货物，由新石器无人车负责提供服务。 ...

Core Viewpoint - Didi has recently invested in the autonomous driving commercial vehicle company, Xinshiqi, indicating a strategic move towards enhancing its logistics capabilities through technology integration [1] Group 1: Investment and Collaboration - Didi has made an investment in Xinshiqi, a company specializing in autonomous vehicles [1] - Didi Freight and Xinshiqi have collaborated in Qingdao to test autonomous vehicle delivery services, allowing users to order deliveries via the Didi platform [1] Group 2: Company Operations and Growth - Xinshiqi has deployed over 7,500 autonomous vehicles across more than 280 cities [1] - The CEO of Xinshiqi, Yu Enyuan, stated that the company will complete the deployment of 10,000 autonomous vehicles earlier than initially expected [1] - Xinshiqi plans to expand its operations from planned logistics in the express delivery sector to real-time scheduling logistics in urban freight in the second half of the year [1]

Group 1 - Didi has recently invested in the autonomous driving commercial vehicle company, Xinshiqi [1] - Didi Freight and Xinshiqi have collaborated in Qingdao to test autonomous vehicle delivery services, allowing users to order deliveries via the Didi platform [1] - Xinshiqi has deployed over 7,500 autonomous vehicles across more than 280 cities, with plans to accelerate deployment to 10,000 vehicles earlier than initially expected [1] Group 2 - Xinshiqi aims to expand its operations from planned logistics in the express delivery sector to real-time logistics in urban freight in the second half of this year [1]

Group 1 - The Hong Kong government has achieved significant results in attracting investment, with over 1.5 million local companies registered and more than 15,000 non-Hong Kong companies registered as of July 2023, both reaching historical highs [1] - The Investment Promotion Agency has assisted 1,333 companies in establishing or expanding their businesses in Hong Kong from January to July 2023, injecting HKD 174 billion in first-year direct investment and creating over 19,000 new jobs [1] Group 2 - The Office for Attracting Key Enterprises has successfully brought in 84 key enterprises in cutting-edge technology, expected to generate approximately HKD 50 billion in investment and create over 20,000 job opportunities in the coming years [3] - The upcoming fifth batch of key enterprises will include over ten companies, bringing the total number of enterprises attracted since the office's establishment in late 2022 to around 100, with many from overseas markets, including leading pharmaceutical companies [3] Group 3 - Hong Kong Investment Management Company plays a crucial role as the government's "patient capital," focusing on nurturing local startups and leveraging its international network to discover and invest in quality teams and enterprises from mainland China and abroad [4] - The company has invested in over 100 projects, with more than 10 companies already submitted or preparing to submit applications for listing in Hong Kong [4] - Each HKD 1 invested by the Hong Kong Investment Management Company has attracted over HKD 5 in market long-term funding, sourced from sovereign funds, pension funds, and various investment entities [4]