新浪科技讯 1月5日上午消息，无人配送企业新石器无人车宣布与欧洲电动货运和出行方案提供商 Luxmea达成战略合作。双方将聚焦欧洲市场城市配送及末端配送场景，充分挖掘客户资源协同价值， 实现服务场景互补，共同为客户提供更完整的末端物流服务支撑。 资料显示，Luxmea系宝岛车业旗下品牌，专注于电动货运自行车和城市智能出行解决方案，目前已有 超55万辆其研发的电动自行车在欧洲投入使用，服务于众多主流物流相关客户，切实推动城市出行与末 端配送向清洁化、智能化、互联化转型，系欧洲城市可持续交通领域的知名品牌。 新石器无人车战略执行总裁赵优表示："欧洲是全球智慧物流的战略要地，此次与Luxmea的合作是我们 深化欧洲布局的关键一步。我们将通过AI技术与无人车产品的深度赋能，与Luxmea携手破解中短途配 送以及末端配送难题，为欧洲消费者带来更高效便捷的物流服务体验。" 截至目前，新石器无人车已在全球15个国家和地区落地应用，累计交付部署超1.5万辆。（文猛） 责任编辑：江钰涵 新浪科技讯 1月5日上午消息，无人配送企业新石器无人车宣布与欧洲电动货运和出行方案提供商 Luxmea达成战略合作。双方将聚焦欧洲市场城市配送 ...

（来源：法治日报） 转自：法治日报 平衡隐私保护数据安全 无人车在配送过程中采集周边影像、位置信息是否可能侵犯公民隐私权，也成为公众关注的问题。 陶 杨认为，平衡配送需求与公民隐私权保护，核心是遵循合法、正当、必要原则，强化对运营者和生产商 的技术要求，允许其仅收集实现配送功能所必需的信息且控制在最小范围内，对非必要识别数据进行脱 敏或匿名化处理，强化数据加密和分类存储，并赋予用户知情权和选择权。 冯珏表示，无人配送车收 集的数据可能涉及个人隐私，如位置信息、消费习惯等，应依据个人信息保护法保护相关个人信息，合 法采集、存储、使用，对位置信息、影像数据进行匿名化处理，去除直接识别个人身份的标识，严格遵 循"知情—同意"和"最小必要原则"，仅采集个人同意或配送必需的信息，禁止收集商品明细、真实手机 号码等非必要隐私数据。 两位专家均指出，个人信息保护法在落地时存在短板。 冯珏解释说，配送中 个人信息的范围需要界定，如传感器采集的道路、交通信息及匿名化处理后的信息不属于个人信息，但 配送地址、收件人、手机号码、周边环境等具有可识别性的信息属于个人信息；"知情—同意"规则容易 流于形式，需要细化告知与同意流程；个人 ...

即将过去的2025年，自动驾驶最吸金、规模落地最快的场景，当属无人配送。 一面是资本的豪赌。 明星玩家集体开启"吸金"模式。新石器、九识智能、白犀牛获多轮资本加持。 其中最为瞩目的，是新石器在2025年10月完成6亿美元D轮融资，创下中国自动驾驶领域最大单笔私募 融资纪录，此前其在2月还完成了10亿元C+轮融资。九识智能则于4月、10月先后完成1亿美元B3轮和 B4轮融资。白犀牛全年完成三轮融资，总额突破1亿美元。 热钱涌动的另一面，是行业指数级增长的野心。 新石器与九识智能累计交付量双双突破1万台大关。东吴证券预测，2025年无人配送车销量超3万台。 新石器创始人兼CEO余恩源判断，未来几年无人配送将呈现指数级增长，2027年海内外总需求有望突破 10万台。 京东物流更是宣布，未来5年要采购100万台无人车。 在这场从"万辆"迈向"百万辆"的狂飙突进中，无人配送，亦驶入了监管的风暴中心。 1 野蛮生长，安全失守 横向审视Robotaxi（自动驾驶出租车）与 Robotruck（自动驾驶卡车）赛道，其发展规模和落地速度远 不及无人配送。 面对无人配送的狂飙突进，除了兴奋，我们更需要冷静的追问：技术和商业模式是 ...

最近无人配送圈出了个大新闻，菜鸟和九识智能要联手搞事情了。 这两家一个是物流巨头，一个是技术方案商，突然走到一起，让不少人摸不着头脑。 其实这事儿说起来也简单，都是为了在这个快速变化的行业里多抢点地盘。 合作背后的各取所需 菜鸟这次主动找九识，说白了就是缺人又缺技术。 去年底跟天猫超市合作搞"4小时达"，全国31个城市都要覆盖，靠人工配送根本忙不过来。 公司计划明年投2500台无人车，可自己的技术储备又不够，只能找外援。 九识智能这边也是有苦难言。 创始人团队都是京东无人车项目出来的老人，2021年单飞后发展一直不温不火。 今年还被老东家告了，说是侵犯知识产权，这事儿到现在都没解决。 更要命的是，竞争对手新石器都融到6亿美元了，自家才刚到B轮，再不找棵大树靠着，怕是撑不了多 久。 这两家合作更像是抱团取暖。 菜鸟有场景有流量，全国那么多仓库和配送点，正好给无人车练手。 九识有技术有团队，虽然面临不少麻烦，但毕竟是行业里摸爬滚打多年的老手。 双方一拍即合，也在情理之中。 联手后的内外难题 行业普遍存在的问题也绕不开。 无人车在复杂路况下还是容易出状况，下雨天、小区里人来人往的时候，经常得停下来等。 合作消息一出 ...

文 | 递运指南 在物流行业革新浪潮中，无人配送作为智慧物流的关键一环，牢牢占据物流圈的话题中心，其技术迭代 或应用落地的进展已成为洞察行业脉动的关键风向标。 在此背景下，任何相关动态都备受瞩目。近日，一则业内传出的重磅消息，迅速成为了焦点话题。 据智通财经报道，"九识智能与菜鸟，正就无人车业务的深度整合展开洽谈。双方拟通过重组方式打造 更具竞争力的联合体，强化和巩固双方在快速增长的城市配送市场的主导地位，并进一步加强在技术、 运营和生态等方面的综合能力建设，以面向全球化、多层次的无人驾驶货运市场。" 若这一联合顺利落地，或将成为驱动行业发展、重塑市场格局的标志性事件。 一、九识智能联合菜鸟，双向赋能 此次联合，对九识智能和菜鸟来说，是一次优势互补的战略协同。 九识智能和菜鸟目前都是专注于L4级无人驾驶的团队。技术方面，双方在智驾端到端模型、VLA大模 型、道路行驶数据积累、无人车辆调度、供应链智能运营等方面各自具备领先优势。 此次合作，有望实现双方技术能力的优势汇聚，也可能推动彼此的其他优势深度融合。 对菜鸟而言，有利于强化其在即时零售领域的末端配送能力，为其在即时零售履约网络中构建关键的运 力支撑。 如今 ...

人民财讯12月22日电，据新石器无人车消息，2026年1月6日—9日，新石器无人车将携主力无人车矩阵 及全新产品，首次亮相美国拉斯维加斯CES2026展会现场，并面向全球行业决策者与生态伙伴发布基于 人工智能的新一代城市配送解决方案。 ...

今年以来，很多深圳人发现，在路上不时遇到没有驾驶员，但缓步行驶、精准避障的无人小车。这些无 人配送车已走入日常生活，穿梭城市街巷，成为城市末端快递物流供应链完成"最后一公里"的支撑。媒 体披露，目前深圳功能型无人车投放总量已达1218台，在全国一线城市中位列第一。 深圳的无人车并非实验室里的概念产品，而是已经形成完整商业链条的市场化产物。最新数据显示，深 圳无人车已覆盖1594条线路，总里程超5500公里，月度完成配送订单约129万单，创造直接商业价值超 过千万元。 一边是规模，一边是商业价值，这种同步跃升的状态标志着无人配送行业在深圳已迈入规模化商业应用 的快车道。 无人配送的蓬勃发展，正给深圳带来全方位的深刻变革。 在产业层面，它推动物流行业从劳动密集型向技术密集型转型，创造超千万元直接商业价值的同时，带 动智能硬件、算法研发等相关产业协同发展；在民生层面，它既减轻了快递员、环卫工等从业者的劳动 强度，又以更高效的配送服务提升了市民生活品质；在城市治理层面，"场站共享""多链融合"的创新模 式，优化了城市资源配置，为智慧城市建设提供了鲜活范例。 随着"无人机+无人集卡+无人物流车"协同体系的构建，深圳无人 ...

Core Insights - The express delivery industry in China is projected to exceed 180 billion packages annually by November 30, 2025, with a significant portion of deliveries being automated through unmanned vehicles [1][3]. Group 1: Industry Trends - The integration of technology and innovation in the postal and express delivery sector has led to a surge in unmanned delivery vehicles, marking this year as a pivotal moment for the industry [3]. - New Stone, a leading unmanned delivery company, has partnered with major logistics firms, enhancing efficiency and reducing costs for express delivery services [5]. Group 2: Operational Efficiency - Unmanned delivery vehicles can reduce last-mile delivery costs by 30% to 50%, allowing delivery personnel to focus on final delivery and collection, thus increasing their productivity and potential earnings [5]. - During the recent "Double Eleven" shopping festival, New Stone's unmanned vehicles achieved a delivery success rate of 99%, with over 30% of orders fulfilled during nighttime [3][5]. Group 3: Future Outlook - The unmanned delivery vehicle market is expected to experience significant growth over the next three years, with major cities likely to see thousands of these vehicles in operation [7]. - New Stone is also expanding its unmanned delivery services beyond express logistics to include fresh produce, cold chain, and supermarket deliveries, enhancing service reliability and customer experience [7].

Core Insights - The article highlights the rapid growth and commercialization of unmanned logistics delivery, predicting 2025 as a pivotal year with significant deliveries expected [2][4][11] - The industry is experiencing unprecedented activity, with major logistics companies accelerating the deployment of unmanned delivery services and securing substantial financing despite a challenging capital environment [4][12][19] Group 1: Industry Overview - Unmanned delivery is defined as an intelligent logistics system that automates the transportation of goods from warehouses to consumers [5] - As of September 2025, over 1,900 out of 3,600 districts in China support unmanned vehicles, indicating a 53% coverage rate [7] - Major cities like Beijing, Shanghai, and Shenzhen are leading the adoption of unmanned vehicles due to supportive policies and financial incentives [8][10] Group 2: Market Dynamics - The market for urban unmanned delivery is projected to reach 12.8 billion yuan by 2025 and surge to 97.7 billion yuan by 2030 [4] - The collective entry of logistics giants into the unmanned delivery space is a significant factor driving industry growth, with companies like Zhongtong and Shentong planning to deploy thousands of unmanned vehicles [12][14] - The industry is characterized by a competitive landscape, with startups like New Stone and Nine Senses capturing approximately 80% of the market share [20] Group 3: Technological and Policy Factors - Government policies have played a crucial role in facilitating the growth of unmanned delivery, with over 200 cities opening road rights for unmanned vehicles [11] - Technological advancements and declining hardware costs have made unmanned delivery vehicles more accessible, with prices dropping from 200,000-300,000 yuan to around 50,000 yuan [11][12] - The integration of unmanned delivery vehicles into existing logistics frameworks is seen as a solution to address core pain points in the logistics industry, such as high personnel costs and low vehicle utilization rates [15][17] Group 4: Challenges and Future Outlook - Despite the rapid growth, the industry faces challenges in finding a sustainable profit model, with many companies still struggling to achieve profitability [29] - The competition is shifting from hardware capabilities to operational efficiency, emphasizing the importance of managing large fleets effectively [36][38] - The article suggests that the future of unmanned delivery will likely see a consolidation of power among a few dominant players, potentially leading to a monopolized infrastructure [25][27]

Core Insights - Neolix's recent $600 million Series D funding marks a significant turning point in the autonomous delivery sector, establishing a new phase of capital concentration and leaving limited financing opportunities for smaller players [2][3][4] Financing Landscape - Neolix has raised over 5.3 billion yuan, accounting for 60% of the total disclosed financing in the autonomous delivery sector, which is approximately 9 billion yuan since early 2025 [3] - The funding environment has shifted to a "head eats tail" scenario, where non-leading players face a severe capital shortage [3][4] Investment Strategy Shift - Investors have moved away from a diversified investment strategy to a preference for established players with proven performance, as seen in Neolix's ability to deliver over 10,000 vehicles and achieve profitability for six consecutive months [4][9] - The cost of investing in second or third-tier companies has increased significantly, making it less attractive compared to leading firms [4][9] Challenges for Smaller Players - Smaller companies are experiencing a tightening financing environment, with many unable to secure significant funding, leading to a vicious cycle of financial strain and business contraction [5][6] - The attractiveness of non-leading firms is declining as they face technological, cost, and supply chain disadvantages compared to Neolix [9] Strategies for Survival - Non-leading players are encouraged to pivot their financing strategies towards industry capital and specialized funds that align with their operational capabilities [11][12] - Focusing on niche markets and demonstrating clear profitability can help smaller firms attract investment, utilizing strategies like "debt-equity hybrid" models to mitigate risks [14][15]