无人车价格下降促进了无人车的快速普及。 "目前的价格已经足够有吸引力。"面对不断刷新最低价的无人车售价，一位快递行业从业者发出了如此 感叹。 今年以来，多家厂商下调了价格或者给出更优惠的政策，带动不少快递从业者从高价尝鲜转为低价大批 量采购，无人车进入了快速普及阶段。 9月3日，新石器宣布针对旗下主力车型X3、X6货厢车推出了"零首付、零利息、48期分期"购车方案， 在竞争白热化的无人配送车领域掀起新一轮热潮。 足够有吸引力的价格 快递网点负责人李黎是最早购入无人车的从业者之一，他切身感受到了过去一年无人车价格的下降。李 黎回忆称，他在2024年年初购入一辆无人车，购车费加上5年服务收费成本在20万元左右，到了今年年 初下降至13万~14万元，而近期价格已经到了10万元。 从模式看，部分厂商收费采用单车+服务费的模式，单车价格降至低点。6月，菜鸟宣布推出新款无人 车GT-Lite，该款车型定价2.18万。同时菜鸟表示叠加限时优惠后售价为1.68万元。算上每年2万元的服 务费后，一台GT-Lite的5年花费预计在11.7万元左右。菜鸟相关负责人表示，新款平价车型与高配车型 为同平台生产，自动驾驶系统也不作任何减 ...

Investment Rating - The report maintains a "Buy" recommendation for the unmanned logistics vehicle sector, highlighting the commercialization phase and cost reduction opportunities [4]. Core Insights - The launch of the Jiushi E6 unmanned logistics vehicle at a price of 19,800 yuan marks a significant reduction below 20,000 yuan, stimulating market enthusiasm and introducing a new era of intelligent delivery [1][12]. - The unmanned logistics vehicle industry has transitioned from "technological feasibility" to "commercialization," with over 100 cities granted road rights for commercial applications [2][12]. - The report emphasizes the economic advantages of unmanned logistics vehicles, with significant cost reductions in delivery operations, potentially lowering per-package costs by 50% [3][19]. Summary by Sections Section 1: Focus on Unmanned Vehicles - Jiushi's E6 model is priced at 19,800 yuan, introducing a subscription service for fully autonomous driving at 1,800 yuan per month, significantly lowering user entry barriers [1][12]. - The industry is witnessing a surge in orders and production capabilities, with Jiushi and New Stone both reporting substantial order backlogs and delivery milestones [2][16]. Section 2: Cost Model and Economic Viability - The operational data from New Stone indicates that a single unmanned vehicle can deliver 2,000 packages daily, with a cost reduction of 2-3 jiao per package when utilizing multiple vehicles [3][19]. - A cost comparison shows that the monthly operational cost of the Jiushi E6 is estimated to be below 3,000 yuan, significantly lower than traditional delivery vehicles [19][20]. Section 3: Investment Recommendations - The report suggests that unmanned logistics vehicles are well-suited for last-mile delivery within a 10 km radius, enhancing efficiency and reducing costs for logistics companies [4][21]. - Continued recommendations for companies like SF Holding and attention to SF City, which is exploring collaborative delivery ecosystems with unmanned vehicles [4][21]. Section 4: Industry Data Tracking - Air passenger volume from May 30 to June 1 showed a year-on-year increase of 1.3%, while domestic ticket prices decreased by 4.6% [22][23]. - The shipping sector experienced a significant increase in the SCFI index by 31%, indicating a robust demand for shipping services [39][43].