每经记者｜刘曦 每经编辑｜裴健如 日前，九识智能宣布完成新一轮超3亿美元融资，成为RoboVan（L4级自动驾驶物流车）领域首家估值超百亿的独角兽。这一标志性事件，将市场目光再次 聚焦于正处爆发前夜的无人配送行业。 据《每日经济新闻》记者观察，自2025年以来，新石器、九识智能、白犀牛等头部企业相继完成多轮融资，累计金额近百亿元。与此同时，无人配送车成本 持续下探，交付量突破万辆大关。但在行业高歌猛进的背后，技术、标准、生态等层面的挑战也日益凸显。 百亿融资背后的"加速度" 2025年，无人配送行业迎来关键转折，无人车配送企业融资总额已近百亿元，行业正从研发测试阶段稳步迈向规模化商业运营阶段。 在融资端，资本加速向头部企业集中。例如，新石器在2025年完成两轮融资，累计金额超50亿元人民币，其中10月完成的6亿美元D轮融资由阿联酋磊石资 本、高成投资及中国移动等多家机构联合投资；白犀牛于2025年年内完成三轮融资，全年累计融资额达数亿美元，投资方包括顺丰、九坤创投、启赋资本 等；九识智能同样完成两轮融资，累计达4亿美元，获得蚂蚁集团、美团等产业资本持续加码。 | | | | 2025年L4无人物流配送行业融资 ...

责任编辑：何俊熹 新浪科技讯 2月25日下午消息，新石器无人车（Neolix）宣布，其L4级无人车自动驾驶累计行驶里程突 破1亿公里，成为无人配送行业首个达成亿公里运营里程的企业，这标志着无人配送的规模化、商业 化、常态化运营迈入新阶段。 据悉，新石器无人车已构建起覆盖15个国家、超300座城市的全球化运营网络，足迹遍及中国、阿联 酋、沙特、日本、韩国、澳大利亚、葡萄牙等市场，在多元气候、复杂路况、多样场景中完成深度验 新浪科技讯 2月25日下午消息，新石器无人车（Neolix）宣布，其L4级无人车自动驾驶累计行驶里程突 破1亿公里，成为无人配送行业首个达成亿公里运营里程的企业，这标志着无人配送的规模化、商业 化、常态化运营迈入新阶段。 证。 据悉，新石器无人车已构建起覆盖15个国家、超300座城市的全球化运营网络，足迹遍及中国、阿联 酋、沙特、日本、韩国、澳大利亚、葡萄牙等市场，在多元气候、复杂路况、多样场景中完成深度验 证。 新石器无人车创始人兼CEO余恩源表示："数据是自动驾驶的核心壁垒，自动驾驶能力必须通过真实运 营环境持续打磨。一亿公里的里程碑，意味着我们的产品技术和运营体系，已经在真实环境中完成了 ...

央视网消息：当春节返乡的列车驶入县城站台，人们发现曾经的"小镇商业"已悄然换上新颜。连锁便利店、智能健身房、品牌餐饮，这些城市 里的消费业态如今正加快向乡镇下沉。消费品质的升级重塑着小镇的生活方式，点亮了乡土年味。 这几天，福渡镇CBD里年味渐浓，停车场里满满当当。琳琅满目的年货大集、烟火升腾的各地美食、精彩纷呈的民俗展演，吸引了周边大量 居民前来消费、体验。联通数智智慧足迹数据显示，这家商场每天约有3500人进出，最远的客流来自10公里之外，原本分散的消费需求被集中 到这个乡镇新地标。 从商场出发，过了马路就是连片的工业园区，很多新的大楼还在生长。最近几年，无为市打造县域富民产业，新能源新材料、食品加工等产业 集群在福渡镇加速形成。看好家乡的新机遇，在外打拼多年的公路村村民陈涛回乡入职这家新材料厂。在他眼里，他的家乡一天一个样。 2021年以来，福渡镇新增了2万多个就业岗位，吸引外来务工人口的同时，7000多名像陈涛这样曾经外出务工的村民选择回到家乡，福渡镇人 均可支配收入5年间增长近50%。消费能力提升了，吸引各类商业主体不断下沉乡镇市场。 美发师张勇表示，现在周边来的人不少，最远到中心小学那边，离这里大 ...

Core Insights - The "2026 Hunan Unmanned Delivery Vehicle Scenario Application and Ecological Construction Conference" was held in Changsha, focusing on the innovative applications and operational optimization of unmanned delivery vehicles in the smart logistics sector [1] - The conference facilitated significant strategic partnerships, resulting in the signing of 900 orders for the Xiaozhu unmanned vehicle, marking a milestone in its market expansion across Hunan and into Shandong and Shanxi [1][4] Group 1: Industry Development - The Hunan Provincial Postal Administration emphasized the role of unmanned vehicles as a new force in express delivery services, driven by policies that promote integration with low-altitude economies [3] - Key directions for future industry development include advancing technology iteration, enhancing scenario construction, deepening institutional innovation, and accelerating ecological cultivation [3] Group 2: Technological Advancements - The company showcased its iGear data factory, which enables continuous capability evolution of the Xiaozhu unmanned vehicle through data-driven algorithm iterations, achieving centimeter-level perception accuracy [3] - The Xiaozhu unmanned vehicle has already been deployed in cities like Shenzhen and Changsha, with over 1,000 orders received, indicating a mature operational model [4] Group 3: Market Potential and Collaboration - The conference featured discussions on the need for a three-tiered standard system to address the current lack of standards in the unmanned delivery industry, which is crucial for its development [5] - The operational efficiency of unmanned vehicles was highlighted, with a single Xiaozhu vehicle capable of handling up to 2,500 deliveries per day at a cost of 0.04 yuan per delivery, significantly lower than traditional methods [5] Group 4: Future Outlook - The northern market, particularly Shandong, shows significant potential, with 5,000 unmanned vehicles already deployed and a target of 15,000 by 2026 [6] - The successful hosting of the conference reflects a strong collaborative effort among government, industry, academia, and research sectors, aiming to drive high-quality development in the unmanned delivery industry [6][7]

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 ...

Core Insights - The most lucrative and rapidly scalable application of autonomous driving in 2025 is expected to be in the field of unmanned delivery [1] Group 1: Investment and Growth - Major players in the unmanned delivery sector, such as New Stone and Nine Insight, have received significant capital investments, with New Stone raising $600 million in October 2025, marking the largest single private equity financing in China's autonomous driving sector [2] - New Stone and Nine Insight have both surpassed a cumulative delivery volume of 10,000 units, with projections indicating that unmanned delivery vehicle sales will exceed 30,000 units in 2025 [4] Group 2: Regulatory Environment - The rapid growth of unmanned delivery has led to a more lenient regulatory environment compared to other autonomous driving sectors like Robotaxi and Robotruck, which face stricter scrutiny due to safety concerns [5][6] - The lack of clear regulatory definitions for unmanned delivery vehicles has allowed them to bypass stringent entry barriers faced by traditional vehicle manufacturers, facilitating easier market entry [6] Group 3: Safety and Operational Challenges - The rapid expansion of unmanned delivery vehicles has raised safety concerns, with incidents such as collisions with electric motorcycles becoming more common [9] - A significant portion of accidents involving unmanned vehicles, approximately 40%-50%, are due to rear-end collisions, highlighting the need for improved safety measures [9] Group 4: Legal and Regulatory Challenges - The ambiguity surrounding the legal classification of unmanned delivery vehicles complicates traffic management and accident liability issues [10] - The absence of a unified legal framework for unmanned delivery vehicles is identified as a major bottleneck hindering large-scale application [14] Group 5: Future Directions and Recommendations - To overcome current regulatory challenges, there is a call for a shift from a purely human-driven regulatory approach to a data-driven governance model that integrates real-time traffic data [22] - The industry is encouraged to focus on operational management and safety compliance to avoid repeating past mistakes seen in other sectors [21]

Core Insights - The collaboration between Cainiao and Jiushi Intelligent aims to capture market share in the rapidly evolving unmanned delivery sector [1][18] - This partnership is driven by mutual needs: Cainiao requires technology and manpower, while Jiushi seeks to enhance its market presence and resolve ongoing challenges [3][4][6] Group 1: Collaboration Dynamics - Cainiao is looking to expand its "4-hour delivery" service across 31 cities, necessitating additional resources beyond manual delivery [3] - Jiushi Intelligent, having faced difficulties since its spin-off from JD, is in need of a strategic partnership to survive amidst increasing competition [4][6] - The collaboration is seen as a way for both companies to leverage each other's strengths: Cainiao's logistics network and Jiushi's technological expertise [6][8] Group 2: Challenges Ahead - Internal resource allocation may pose a challenge for Cainiao, which is already managing multiple projects [8] - Jiushi must balance its commitments to other major clients, such as China Post, complicating its operational dynamics [8] - Technical integration between Cainiao's dispatch system and Jiushi's autonomous driving model is expected to be contentious, with prior disagreements already noted [11] Group 3: Industry Context - The unmanned delivery sector faces significant hurdles, including operational challenges in complex environments and high costs associated with technology [13][14] - Regulatory inconsistencies across cities like Beijing and Shenzhen create additional uncertainty for long-term planning [14] - The partnership may signal a shift in industry practices, moving towards deeper collaborations rather than isolated efforts [18] Group 4: Competitive Landscape - The collaboration could reshape the competitive dynamics, as leading firms like SF Express and JD may seek similar partnerships [18][21] - Smaller players in the unmanned delivery market may find it increasingly difficult to survive as larger companies consolidate their advantages through such collaborations [21] - The industry remains in a cash-burning phase, with profitability being a critical factor for future success [22]

Core Insights - The collaboration between Jiushi Intelligent and Cainiao aims to create a more competitive joint entity in the rapidly growing urban delivery market, enhancing their technological, operational, and ecological capabilities for the global autonomous freight market [1] - This partnership is seen as a strategic synergy that combines the strengths of both companies in L4-level autonomous driving technology [2] Group 1: Strategic Collaboration - The partnership is expected to enhance Cainiao's end delivery capabilities in the instant retail sector, providing critical logistical support for its fulfillment network [3] - Jiushi Intelligent targets a delivery goal of 2,500 autonomous vehicles by 2025, while Jiushi aims for a much larger scale of 10,000 vehicles, indicating different strategic focuses [5] - The collaboration is not merely a technical enhancement but represents a comprehensive upgrade in fulfillment capabilities and user experience for Cainiao [5] Group 2: Risk and Strategic Positioning - Jiushi Intelligent's collaboration with Cainiao may serve as a strategic buffer against potential legal challenges related to intellectual property infringement from JD Logistics [6][7] - The partnership could provide Jiushi Intelligent with a supportive ecosystem amidst uncertainties, potentially mitigating risks associated with its development trajectory [7] Group 3: Industry Dynamics and Competition - The collaboration signifies a shift in the logistics industry from a "technology validation phase" to an "ecosystem competition phase," accelerating the commercialization of L4-level autonomous driving technology [17] - This partnership redefines industry roles, establishing a new cooperation model between logistics companies and technology providers, prompting others in the industry to reassess their strategic approaches [17] - If successful, the collaboration will shift competitive focus from vehicle quantity and funding to comprehensive capabilities based on real-world scenarios, enhancing the industry's competitive landscape [17]

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。 ...