Core Viewpoint - The autonomous driving logistics vehicle industry in China is at a historic turning point for large-scale commercialization, driven by policy, technology, and market dynamics, with significant growth expected by 2030 [1][12]. Group 1: Company Overview - Jiushi Intelligent is a leading global provider of autonomous driving solutions, currently operating in nearly 300 cities worldwide, with a total operational mileage exceeding 30 million kilometers [2][7]. - The company recently completed a $100 million B3 round of financing, with total B round financing nearing $300 million, attracting significant attention from institutional and industrial investors [1][2]. Group 2: Product Launch and Features - Jiushi Intelligent launched the L5 autonomous logistics vehicle, which is the first in the industry to support a payload of 1800 kg, significantly higher than competitors [2][6]. - The L5 vehicle features advanced capabilities such as autonomous path planning and intelligent obstacle avoidance, ensuring safe and efficient transportation [2][6]. - The L5 is designed for various use cases, including large supermarkets, convenience stores, and logistics for heavy goods, thus expanding the market space for large-item logistics delivery [4][6]. Group 3: Competitive Advantages - The L5 vehicle boasts three main competitive advantages: leading payload capacity, excellent range and fast charging capabilities, and advanced intelligent features [6][4]. - The vehicle's maximum range is 220 kilometers, and it supports 400V fast charging, which is particularly beneficial for large clients [6][4]. - Jiushi Intelligent's full-stack self-research technology creates a unique competitive edge, with a focus on multi-sensor fusion perception and decision-making algorithms [8][12]. Group 4: Market Potential - The autonomous logistics vehicle market in China is projected to exceed 49 billion yuan by 2025 and reach 263.4 billion yuan by 2030, with a compound annual growth rate of over 40% [1][12]. - The logistics industry is identified as the core application scenario for autonomous vehicles, with a significant replacement potential for over 15 million logistics vehicles in urban distribution [6][12]. Group 5: Strategic Initiatives - Jiushi Intelligent is actively expanding its global footprint, having recently obtained the first autonomous logistics vehicle license in Singapore and entering local supply chains [11][12]. - The company is exploring new scenarios through strategic partnerships, such as integrating autonomous vehicles with drones for innovative inspection solutions [11][12].

（图片来源：摄图网） 在电商订单量以年均20%增速狂飙、人力成本年均上涨8%的当下，物流行业正经历着前所未有的效率焦虑 与成本阵痛。无人驾驶物流车正悄然崛起，成为推动行业变革的重要力量。 劳动力短缺危机在物流领域尤为凸显。国家邮政局数据显示，2024年快递行业日均业务量突破5亿件，但一 线从业人员数量较三年前下降12%。无人驾驶物流车以7×24小时连续作业能力，在末端配送环节展现出惊人 效能。京东物流在雄安新区的试点中，无人配送车日均处理订单量达传统模式的3倍，单票配送成本下降 45%。 政策东风为技术落地按下加速键。2024年末发布的《关于加快建设统一开放的交通运输市场的意见》，明确 将自动驾驶纳入智能交通先导应用试点。北京亦庄、上海嘉定等20余个城市相继开放全无人测试道路，为技 术迭代提供了丰富的场景数据。 | 2020年3月 | 2023年3月 | 2023年11月 | 2024年11月 | 2024年12月 | | --- | --- | --- | --- | --- | | 0- | OL | C | OL | 0 | | · 《关于促进道路交通自 | | | | | | 动器驶技术发展和应用 | ...

Core Viewpoint - The development of autonomous logistics vehicles in China is expected to experience significant growth, driven by advancements in technology and supportive government policies, with market value projected to reach 594.8 billion yuan by 2030 [1][4][19]. Industry Definition and Classification - Autonomous logistics vehicles are defined as logistics transport tools equipped with self-driving capabilities, utilizing advanced sensor technology, AI, and communication technology for automated driving and delivery [2]. - These vehicles can be categorized based on driving area (closed scene vs. open road), vehicle type (cargo trucks, delivery vehicles, forklifts), and power type (electric, fuel, hybrid) [2]. Current Development Status - The market for autonomous logistics vehicles in China is growing significantly, with an expected industry output increase of 43.9 billion yuan by 2025 and a potential market size of 594.8 billion yuan by 2030 [4][19]. - In 2024, autonomous logistics vehicles are projected to account for approximately 50% of urban logistics delivery, 29% of urban last-mile delivery, 11% in mining transport, and 10% in port transport [6]. Industry Chain - The upstream of the autonomous logistics vehicle industry includes core technologies and components such as LiDAR, cameras, AI chips, and high-precision positioning modules [8]. - The midstream involves the manufacturing and system integration of autonomous logistics vehicles, while the downstream includes applications in traditional express delivery, warehousing, and specific scenarios like ports and airports [8]. Competitive Landscape - The autonomous logistics vehicle market in China is still in a developmental phase, with increasing competition as companies invest in R&D and collaborate with academic institutions [15]. - Key players in the market include New Stone Technology, Hangshen Intelligent, Jiusi Intelligent, JD Logistics, and Yika Intelligent Vehicle [15][17]. Development Environment - Relevant Policies - The Chinese government has introduced various supportive policies to foster the growth of the autonomous logistics vehicle industry, enhancing the environment for its development [12][14]. - Policies have been established to promote the application of autonomous vehicles in logistics, including guidelines for testing and commercial demonstration in specific environments [14]. Development Trends - The Chinese government emphasizes the application of autonomous driving technology in logistics as part of its national strategic planning, indicating a strong future growth trajectory for the industry [19].

转自：前瞻产业研究院 行业主要公司：京东物流(02618.HK);圆通速递(600233);申通快递(002468);顺丰控股(002352)等 本文核心数据：全球无人驾驶物流车行业专利数量;全球无人驾驶物流车行业专利分布情况;全球无人驾驶物 流车行业市场集中度 1、无人驾驶物流车申请专利数量保持增长趋势 早期，由于技术尚处于探索阶段，相关专利申请数量较少且增长缓慢。但随着传感器技术、人工智能算法、 通信技术以及高精度定位系统等关键技术的突破与融合发展，自 2017年起，专利申请量开始显著攀升。 2023年申请数量增加数最多，为43个。这表明随着技术的不断成熟与市场需求的逐步显现，越来越多的企业 与科研机构投身于无人驾驶物流车技术研发，推动专利申请数量持续增长。 2、全球无人驾驶物流车专利申请数集中在中国 目前，在全球科技竞争的版图中，无人驾驶物流车领域正成为焦点，而中国无疑已抢占了领先位置。中国是 全球无人驾驶物流车专利最多的国家，占比高达95.30%。其次是美国和欧洲专利局，分别占比1.71%和 1.28%。 从中国各省市无人驾驶物流车专利数量分布情况来看，北京市是中国无人驾驶物流车专利数量最多的省份， ...