（编辑：张硕 审核：童海华 校对：颜京宁） 新石器成立于2018年，作为国内最早投入无人车研发和运营的企业之一，新石器无人车在行业内颇具代 表性。 2025年9月，新石器率先实现了累计交付车辆突破1万台的里程碑。而截至目前，新石器无人车已在全国 超300个城市投入运营，月交付量稳定在2000台以上。在2025年，其业务也从最初的聚焦快递领域，"破 圈"至即时物流和泛城市配送等更广阔的场景。 中经记者 尹丽梅 张硕 北京报道 已经完成D轮融资的无人车企业新石器慧通（北京）科技有限公司（以下简称"新石器"）近日公示了新 的股东信息。企查查App显示，新石器在2月2日发生工商变更，新增股东包括腾讯以及湃栎投资有限合 伙企业。 ...

从行业布局逻辑来看，腾讯此次入股新石器，或是其推动AI与自动驾驶技术场景化落地的关键一步。 作为自动驾驶产业的核心驱动力，AI技术的成熟度直接决定了自动驾驶的落地效率与场景适配能力， 而腾讯在大模型、算力等领域的深厚积累，正需要通过成熟的场景载体实现技术产业化变现。无人配送 作为L4级自动驾驶技术最易规模化落地的场景之一，自然成为腾讯布局的重点方向。 物流老兵扎进一线摸痛点 在投资方面，腾讯一直眼光独到。近期上市及待上市的明星企业中，频频出现其身影。包括已成功上市 的MiniMax、智谱、老铺黄金、鸣鸣很忙、东鹏特饮；以及即将敲钟的长鑫科技、燧原科技、赜灵生 物、伯希和、Soul等，覆盖AI、消费、硬科技等多个热门领域。 这一次，腾讯将目光锁定在了无人车行业的佼佼者。公开资料显示，新石器成立于2018年，如今已成长 为全球规模最大的L4级无人城配（RoboVan）解决方案提供商。去年10月，该公司宣布完成逾6亿美元 D轮融资，以规模计，这不仅是迄今为止中国自动驾驶领域最大的一笔私募融资，更是2025年内中国私 募领域的标杆性融资之一，足见资本对其发展潜力的高度认可。 "我们坚信无人配送是未来城市物流的关键一环 ...

1月16日，新石器无人车"千亿赛道·生态共享"生态大会在江苏盐城举办。大会围绕无人车在冷链物流、自装卸、厂内运输、巡检等特种场景的二次开发与应 用推广展开，现场还重磅发布Neolix开放平台1.0、生态合作改装服务技术标准及配套生态政策，标志着特种无人车生态共建迈入加速落地阶段。 近年来，无人车应用不断向供应链上下游的多元场景延伸，但在冷链运输、厂内物流、安防巡检等特种领域，解决方案同质化、成本结构固化的问题日益凸 显，行业亟需新的增长路径。而无人车以无人化能力重塑作业流程，为行业打开增量空间。基于此，新石器以系统级降本增效为核心，通过平台化、标准化 能力，推动无人车在特种场景中的规模化应用，助力行业实现效率升级。 开放平台与技术标准同步落地，夯实生态协作基础 大会现场，新石器正式发布Neolix开放平台1.0。该平台面向物流、零售、安防、商超、仓储、园区等数十类行业场景，为生态合作伙伴提供统一的软件系统 接口，支持车辆调度、运营状态与数据的本地化部署，并实现移动端零门槛应用开发，帮助合作伙伴快速完成系统集成与业务落地。 以成熟运营经验反哺伙伴，构建可持续协同体系 新石器无人车业务负责人在会上表示，此次生态布 ...

摘要 宁德时代、蜂巢能源、固态新势力已经入局。 2025年被不少从业者称为无人小车元年。 2025年我国L4级无人车进入全国300多个城市，年采购量达2.8万台。 把它换算成电池需求，故事立刻从自动驾驶叙事切到锂电叙事。 无人物流车主流电量集中在10–50kWh区间，按这个口径粗算，2.8万台对应约0.28–1.4GWh；若以30kWh做中位数，接近0.84GWh。 对动力电池巨头而言这还不算"大盘"，但它足够"像一门生意"： 订单更贴近现金流、迭代快、可复制，且能把乘用车时代沉淀下来的平台化电芯、Pack与供应链能力，直接搬到一个正在规模化的增量场景里。 更关键的是， 2026年无人小车的产业逻辑进一步生变 ：从路权与试点驱动，转向价格战、服务战与主机厂入场的体系战。 无人物流车裸车价下探到2万元以下已被记录，甚至出现"车价更像获客工具，订阅服务才是利润池"的销售结构；行业里对"过度卷价格、牺牲质 量、抬高全生命周期成本"的担忧，也已被头部企业与第三方反复提示。 在这条线上，电池企业不再只是"提供电芯"，而会被迫参与定义寿命、可靠性、补能效率与TCO（全生命周期成本）—— 在一组更硬核的数字面前，这句话不再 ...

Core Insights - The central theme of CES 2026 is AI, particularly focusing on "Physical AI," which emphasizes the integration of AI with the real world [1] - Neolix, a leading player in the autonomous vehicle sector, showcased its new product, Neolix X1, aimed at solving the "last 100 meters" delivery challenge [1][3] Group 1: Product Development - Neolix has developed a comprehensive RoboVan product matrix ranging from 0.5 to 12 cubic meters, addressing various urban logistics needs [5] - The Neolix X1 is designed for indoor and outdoor navigation, capable of autonomously entering sidewalks and buildings, specifically targeting last-mile delivery [2][3] - Neolix's existing models, X3 and X6, utilize self-developed L4 autonomous driving technology, supporting 24/7 operations with significant load capacities and ranges [2][6] Group 2: Technological Advancements - Neolix introduced an AI-driven next-generation logistics solution featuring a dual-engine architecture for optimizing large-scale autonomous vehicle fleets [6] - The solution includes a comprehensive intelligent scheduling system that automates the entire logistics lifecycle, capable of managing over 100,000 L4 autonomous vehicles [6] - Neolix's L4 autonomous driving technology does not rely on high-precision maps, significantly reducing deployment costs and preparation time [6][11] Group 3: Market Expansion and Performance - Neolix has deployed over 16,000 L4 autonomous vehicles, covering nearly 80 million kilometers in various urban delivery scenarios [7] - The company aims to deliver over 50,000 autonomous vehicles internationally by 2027, starting its global expansion in the Middle East [11] - Neolix's business model has expanded beyond express delivery, with non-express scenarios now accounting for over 50% of total sales [9][10]

Core Insights - The anniversary celebration and major project signing ceremony for the Overseas Returnees Town in Shanghai Fengxian took place, highlighting the town's focus on attracting high-quality enterprises and talent in key sectors like biomedicine and smart terminals [1] Group 1: Project Signings and Developments - Several high-quality enterprises signed agreements with the Overseas Returnees Town, marking the implementation of the "Six Policies" aimed at supporting returnees [1] - Two service platforms were officially launched: a high-grade experimental animal resource development and service platform, and a new materials research and development public service platform [1] - Three significant projects with total investments reaching hundreds of millions were signed, including an automated factory for low-speed functional unmanned vehicles, a new paradigm for "smart biomanufacturing" in the experimental animal industry, and semiconductor equipment development to break foreign monopolies [1] Group 2: Company Composition - Over 95% of the enterprises that have signed agreements to settle in the town are returnee enterprises [2]

Core Viewpoint - The article highlights the increasing interest of Chinese companies in the Middle East, particularly in sectors like digital economy, artificial intelligence, and tourism, driven by long-term strategic plans from Gulf countries such as Saudi Arabia and the UAE [2][11]. Group 1: Investment Opportunities - Dubai is emerging as a key destination for Chinese entrepreneurs and companies looking to expand internationally, with a focus on long-term investments rather than short-term gains [4][5]. - The establishment of joint ventures, such as AutoLogiX by 9Sight Intelligent and 7X Group, indicates a trend towards collaboration in logistics and urban delivery services [5]. - The UAE's logistics market is projected to exceed $20 billion, driven by e-commerce and last-mile delivery, making it an attractive market for Chinese companies [10]. Group 2: Market Dynamics - A significant percentage of Chinese enterprises are operating in the Middle East, with 84% in Saudi Arabia and 79% in the UAE, indicating strong market penetration [9]. - The UAE is recognized as a preferred regional headquarters for many companies, with Dubai being the most concentrated city for these headquarters [9]. - The local market is characterized by a high penetration of delivery services, with companies like Meituan Keeta rapidly expanding their operations in the region [10]. Group 3: Technological Integration - The UAE is actively seeking to transition from an oil-based economy to one focused on AI and digital technologies, presenting opportunities for Chinese tech firms [15][16]. - The local government is open to innovative technologies, such as drones and autonomous vehicles, which are gaining popularity in commercial applications [16]. - The AI market in the UAE is expected to reach $46 billion by 2030, with a significant portion of local businesses maintaining or increasing their AI investments [15]. Group 4: Challenges and Considerations - The article notes that many Chinese companies are still in the early stages of entering the AI sector in the Middle East, with a focus on pilot projects and collaborations rather than large-scale implementations [13][12]. - There is a cautionary note regarding the mindset of companies entering the market, emphasizing the need for patience and long-term strategies to navigate potential challenges [15].

Core Viewpoint - The city of Longyan in Fujian Province is taking the lead in the development and application of low-speed unmanned vehicles, with a focus on ensuring road safety through newly established regulations for testing and demonstration operations [1]. Group 1: Regulatory Framework - The Longyan Municipal Transportation Bureau, Public Security Bureau, and Industrial and Information Technology Bureau jointly issued the "Implementation Measures for Road Testing and Demonstration Operation Management of Low-Speed Unmanned Vehicles in Longyan City (Trial)" [2]. - A city-level joint working mechanism office has been established to oversee the management of unmanned vehicle road testing and demonstration applications within Longyan [1]. Group 2: Testing and Licensing Requirements - Companies with capabilities in manufacturing, R&D, testing, or operation of unmanned vehicles must submit a self-declaration of safety, along with relevant materials, to obtain a road testing or demonstration application license [2]. - To qualify for a demonstration application, unmanned vehicles must have completed at least 240 hours or 1,000 kilometers of road testing without traffic violations or accidents for which they are responsible [2]. - Companies that have already been approved for demonstration activities in other provinces can initiate demonstration applications after completing at least 120 hours or 500 kilometers of road testing in the proposed areas [2]. Group 3: Current Participants - Four companies, including Fulongma and Shanghai Mofu, have submitted applications for road testing of unmanned sanitation or logistics vehicles [2]. - Fulongma's 12 low-speed unmanned sanitation vehicles (models SD15 and SD22) have successfully passed the review and are among the first to receive road testing licenses in Longyan [2].

□李妹妍 这条"路"，首先是一条审慎创新的"制度之路"。功能型无人车上路，最大的挑战往往并非技术，而是规 则与责任的不明晰。深圳没有简单采取"允许"或"禁止"的二元思路，而是以数字化治理手段，将"未知 领域"转变为"规范轨道"。2025年7月，全国首个功能型无人车管理服务平台在深圳上线，如同一座"空 中交通管制塔"，实现了全流程数字化管理。企业在线申请线路，可"秒审秒批"；政府则可依据实时交 通数据，实现精准管控。这一创新治理框架，既坚守安全底线，又释放产业活力，让规则从制约转变为 生产要素，营造出稳定、可预期的营商环境。 这条"路"，也是一条深度融合的"场景之路"。深圳并未将无人车视为孤立的运输工具，而是将其有机嵌 入城市现有的物流与交通大系统。全国首创的"无人小车+地铁""无人小车+新型公交场站"等模式，打破 了不同交通业态之间的壁垒，实现了资源的高效整合与利用。今年十五运会期间，顺丰无人车还进驻深 圳大运中心，打造从场馆外围到内部各场馆的"智慧物流闭环"，实现了赛事物资的随叫随到。这种以场 景驱动的融合思维，让无人车成为激活城市交通运行网络的关键节点，也让无人车从"可选项"变成了智 慧城市升级中不可或缺 ...

Group 1 - Dubai is experiencing a tourism and exhibition peak during China's winter, showcasing a booming real estate sector and investment opportunities [1] - Chinese companies are increasingly looking to participate in the economic transformation of the Middle East rather than merely seeking quick profits [1][2] - The UAE, particularly Abu Dhabi, is focusing on cultural tourism, digitalization, and artificial intelligence, enhancing its visibility in China through marketing strategies [1] Group 2 - The Middle East is becoming a hotspot for Chinese enterprises, driven by long-term strategic plans like Saudi Arabia's "Vision 2030" and the UAE's "National Investment Strategy 2031" [2] - Chinese tech companies are exploring new sectors such as digital economy and artificial intelligence as they expand into the Middle East [2] Group 3 - Chinese entrepreneurs in Dubai are forming partnerships, such as the joint venture AutoLogiX with 7X Group to expand logistics services [5] - Several Chinese autonomous vehicle companies are announcing collaborations in Abu Dhabi, including plans for Robotaxi services and commercial operations [5] Group 4 - The UAE's logistics market is projected to grow steadily, driven by e-commerce and cross-border trade, with a market size exceeding $20 billion [8] - The presence of Chinese internet and e-commerce companies is increasing in the Middle East, with local consumers adopting platforms like Temu and Shein [7] Group 5 - The UAE's artificial intelligence market is expected to reach $46 billion by 2030, with a significant portion of local companies maintaining or increasing their AI investments [10] - Chinese tech firms are leveraging partnerships with local stakeholders to minimize costs and enhance market entry strategies in the Middle East [12]