来源丨经济观察报（ ID：eeo-com-cn） 作者丨 任晓宁 周悦 图源丨Midjourney 11月18日下午4点半，新疆博尔塔拉蒙古自治州精河县，气温已降至-7℃。中通网点老板兰树新从加厚羽绒服中掏出手机，打开新石器的App，点击发车 按钮，一台白色无人车缓缓驶出仓库，踏上当天的投递路线。 这台车没有驾驶舱，高度只到成年人肩膀。外观看起来就是一个大铁箱，全靠前方两只大眼睛似的激光雷达辨认物体和路线。它每天固定跑8个驿站，配送 500多件包裹。兰树新粗略算过，光油费和人力成本，一天就能省下200元，如果单日投递量能达到1000件，一年能回本。 在精河这样地广人稀的县，无人车尤其能发挥作用——当地面积是北京市朝阳区的24倍，人口却只有朝阳区的1/24，有的村子离网点60公里，一趟往往只 送两三件快递，跑一趟很不划算，无人车则填补了这一段司机不愿意跑、网点又不能放弃的"亏本地带"。 最初上路时，兰树新专门骑着电瓶车一路跟着，眼看它在空无一人的戈壁滩上缓慢前行，遇到行人会自动播报"请保持两米距离"，碰上障碍物会自动刹 停，直到驿站老板手动解锁。"它比我驾车规范。"兰树新说。后来他不再跟着了，只用手机查看运行状 ...

Group 1 - The core viewpoint of the article highlights a significant decrease in domestic financing events, with 55 events reported this week, down by 74 from the previous week, and a total financing scale of 11.597 billion RMB [7] - The most active sectors in financing events this week are intelligent manufacturing, artificial intelligence, and healthcare, with 15, 14, and 6 events respectively [8] - The logistics and warehousing sector led in disclosed financing amounts, totaling approximately 4.732 billion RMB, with the company "New Stone Unmanned Vehicle" securing 600 million USD in Series D financing [8][10] Group 2 - The geographical distribution of disclosed financing events is primarily concentrated in Jiangsu, Beijing, and Shanghai, with Jiangsu reporting 13 events, Beijing 10, and Shanghai 10 [13] - The stage distribution of the disclosed financing events shows 38 early-stage, 13 growth-stage, and 4 late-stage events [17] Group 3 - This week, 9 completed merger and acquisition events were disclosed, a decrease of 3 from the previous week, primarily in the intelligent manufacturing, energy, and agriculture sectors [34] - Notable M&A activity includes Hangzhou Jindi Commercial Management Co., Ltd. acquiring 8.42% of Ningbo Zhongbai for 270 million RMB [36]

Core Insights - The article highlights the milestone achievement of New Stone Technology in delivering the world's first fleet of 10,000 autonomous delivery vehicles, marking a significant transition from technology validation to large-scale commercial application in the logistics sector [1][2]. Company Overview - New Stone Technology, founded in 2018, aims to popularize autonomous vehicles globally and has achieved rapid growth, including the establishment of the world's first factory with a capacity for 10,000 units in 2019 and obtaining public road testing qualifications for autonomous delivery vehicles in 2021 [1]. - The company has delivered over 1,000 units annually by 2024 and its L4 autonomous vehicles have accumulated over 42 million kilometers in driving distance, covering more than 280 cities across 15 countries and regions [1]. Industry Context - The city of Tonglu, known as the "hometown of private express delivery in China," has a robust logistics infrastructure, with nearly two-thirds of the national express delivery volume (1.1 billion packages) handled by local companies, providing a natural testing ground for autonomous vehicle technology [2]. - The logistics-related industry in Tonglu is projected to generate revenue of 48 billion yuan, contributing to a county GDP exceeding 50.2 billion yuan by 2024 [3]. Strategic Developments - New Stone Technology's headquarters and R&D production base were established in Tonglu, with an expected annual output value of 100 million yuan and a cumulative output value projected to exceed 5 billion yuan within five years [2]. - The company has signed contracts to supply 10,000 autonomous vehicles to major logistics players, enhancing industry collaboration and synergy [2].

Group 1: Electricity Consumption and Economic Growth - Nanjing's total electricity consumption reached 37.238 billion kWh in the first half of the year, with a GDP of 917.918 billion yuan, reflecting a 5.3% year-on-year growth [1] - The peak electricity load in Nanjing hit a historical high of 16.43 million kW on July 7, indicating strong economic activity [1] Group 2: Consumer Activity and Power Demand - From January to July, the wholesale and retail sector's electricity consumption increased by 12.55% year-on-year, driven by events like music and beer festivals [2] - The core area of the Fuzimiao business district saw a 13% year-on-year increase in electricity consumption since July, attributed to the vibrant night market economy [2] - The "Rich Road" area, a popular tourist destination, experienced a 19% increase in electricity usage, necessitating upgrades to outdated power distribution equipment [2] Group 3: Digital Economy and Power Usage - Nanjing Tencent Digital Co., Ltd. reported a staggering 520.26% year-on-year increase in electricity consumption from January to July, highlighting the growth in the digital economy [4] - The average load of Tencent's data center is 70,000 kW, equivalent to the simultaneous operation of six manufacturing plants [4] Group 4: Green Transition and Electric Vehicle Growth - Nanjing's production of new energy vehicles surged by 45% in volume and 68.9% in retail value in the first half of the year, with over 4000 public charging stations and more than 220,000 private charging piles [5] - The electricity consumption of the charging and swapping service industry rose by 51.64% year-on-year, reflecting the growing market for electric vehicles [5] Group 5: Advanced Manufacturing and Power Support - The second industry in Nanjing saw a 4.1% year-on-year increase in added value, with significant projects in advanced manufacturing [6] - The Chip Technology AI advanced packaging base project in Jiangbei New Area requires high power reliability, with the power supply company completing necessary infrastructure ahead of schedule [6] Group 6: Efficient Power Services for Industry - The Nanjing power supply company has successfully completed 43 major project connections this year, enhancing the electricity service environment for businesses [7] - The rapid response to power supply requests, such as the 3000 kVA application for the Yika Intelligent Vehicle project, demonstrates the efficiency of the local power service [7]

Core Insights - The article highlights the significant progress in project construction in Lishui District, with 18 major provincial and municipal projects initiated from January to May, achieving a startup rate of 78.3% [1][3] - The "Five Certificates Issued Together" initiative has accelerated project approvals, exemplified by the early commencement of the Botong Industrial Robot Project, which began construction 17 days ahead of schedule [2][5] - Lishui's proactive government support and efficient project management have contributed to the early operation of key projects, such as the Nanjing Yika Intelligent Vehicle Factory, which commenced testing ahead of its planned timeline [4][6] Project Initiatives - From January to May, Lishui District has initiated 18 major projects, with a total investment of 8.712 billion yuan, representing 51.9% of the annual investment plan, exceeding the scheduled progress by 10.2 percentage points [3] - The Botong Industrial Robot Project, with a total investment of 500 million yuan, is expected to produce 1,000 industrial robots annually, generating sales revenue of 250 million yuan [2] - The Nanjing Yika Intelligent Vehicle Factory, with an investment of 3 billion yuan, aims to establish a leading digital intelligent factory for autonomous vehicles, with early testing already underway [4] Government Support and Efficiency - Lishui District has implemented a "Five Certificates Issued Together" mechanism to streamline project approvals, significantly reducing the time required for necessary permits [2][5] - The local government has adopted a "special class promotion" approach, providing on-site support to address project challenges and enhance service efficiency [5][6] - The district's focus on full lifecycle management of projects aims to ensure timely completion and operational readiness, fostering a conducive environment for investment and development [6]