大会现场，江苏省智能驾驶技术重点实验室正式揭牌；全球新能源汽车产业合作发展最佳实践行动启 动；基于苏州车路云数据资源的世界模型联合研发正式启动。此外，大会发出智能网联汽车专项出海行 动倡议，从共建开放协同的服务生态体系，打造优势聚合的智能化出海产业链，共享精准对接的全球市 场发展机遇，三个方面出发，旨在推动智能网联汽车产业链高质量出海，让全球消费者都能享受到智能 驾驶带来的更安全、更便捷、更舒适的驾乘体验。 在区域协同方面，大会启动宁锡苏车路云试点城市云控平台互联互通，南京、无锡、苏州三地将推进数 据共享、平台共通和服务互联，推动车路云一体化从"单城试点"走向"区域协同"，将全面启动数据共 享、平台共通与服务互联，致力于率先实现城市级车路云一体化成果跨域贯通。 在去年第六届全球智能驾驶大会上，沪苏两地正式启动"智能网联汽车互认互通"，一年多来，双方高效 协同推动互认互通工作走深走实。大会现场，沪苏合作全面升级，由此前的智能网联汽车"互认互通"拓 展为"沪苏云控平台数据"正式互通，为跨城测试、示范运营和商业化提供统一、高效、安全的数据底 座，共同构建长三角智慧交通走廊。 宁锡苏车路云控平台互联互通、沪苏云控平台 ...

Core Viewpoint - The article highlights the rapid expansion and collaboration of Chinese companies in the global market, particularly in the fields of autonomous driving, logistics, healthcare technology, and consumer goods, showcasing significant growth and strategic partnerships. Group 1: Autonomous Driving and Mobility - Gaode, a subsidiary of Alibaba, has partnered with XPeng Motors to integrate XPeng's Robotaxi into Gaode's platform, marking a significant step in providing L4 autonomous driving services globally [4] - Luobo Kuaipao has achieved a weekly order volume exceeding 250,000, with all orders being fully autonomous, and has expanded its global coverage to 22 cities [4] - JD Logistics has deployed its sixth-generation smart delivery vehicles in Saudi Arabia, with a reported 700% increase in order volume since launching its B2C brand JoyExpress [4] Group 2: Strategic Partnerships and Collaborations - Yunji Technology has signed a strategic cooperation framework with a Saudi partner to enhance the smart upgrade of the local tourism and hotel industry [5] - AliExpress has formed a strategic partnership with Australian health product company Homart Group, bringing several well-known Australian brands to its platform [7] - Geely has acquired a 26.4% stake in Renault's Brazilian operations, allowing for localized production and sales of Geely's electric vehicles in Brazil [7] Group 3: Healthcare and Technology Innovations - Agile Medical has completed a multi-million RMB Series B financing round to support global commercialization and product development of its surgical robots [11] - Time Technology has secured 300 million RMB in financing to advance its eVTOL technology and global delivery capabilities [9] - The AI glasses market is experiencing rapid growth, with major tech companies accelerating their investments in this sector, projecting significant increases in shipment volumes [13] Group 4: Market Performance and Trends - Chinese automotive brands have seen a 235% increase in sales in the UK, with notable models from Chery, BYD, and MG ranking among the top ten bestsellers [14] - The global demand for solid-state batteries is expected to reach 740 GWh by 2035, driven by applications in electric vehicles and energy storage [13] - The health consumption sector on Taobao has reported double-digit growth in overseas transactions during the Double 11 shopping festival, with significant increases in various health-related product categories [7]

Group 1: Industry Trends - Investment, trade, and technology are currently the most popular directions for Chinese companies expanding into Dubai, with compliance and long-term operations being critical for success [2] - The AI glasses market is experiencing rapid growth, with major tech companies accelerating their investments, indicating a shift towards AI glasses as a new human-computer interaction interface [9] - The global solid-state battery demand is projected to reach 740 GWh by 2035, driven by applications in electric vehicles and energy storage [9] Group 2: Company Developments - Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into its platform, aiming to create the largest Robotaxi aggregation platform globally [3] - JD Logistics has begun testing its sixth-generation smart delivery vehicles in Saudi Arabia, with a significant increase in order volume since launching its B2C brand JoyExpress [3] - Yunji Technology has signed a strategic cooperation agreement with a Saudi partner to promote smart upgrades in the local tourism and hotel industry [4] - Geely has acquired a 26.4% stake in Renault's Brazilian operations, facilitating local production and market expansion in Latin America [5] - BYD plans to launch its luxury brand "Yangwang" in the Middle East in early 2026, with subsequent expansions to Europe and the Americas [5] - Yika Technology reported a global order backlog exceeding $2.5 billion, with nearly 10 million vehicles equipped with its technology [6] - Tencent Games, Xiaomi, and SHEIN were recognized in the "Top 50 Favorite Global Brands of Generation Z" list, highlighting their strong market presence [6] Group 3: Financing Activities - Shiji Technology completed a 300 million RMB Series B++ financing round to enhance its eVTOL capabilities and global delivery efforts [7] - Weixin Aerospace has raised nearly 100 million RMB through seed and angel rounds, focusing on technology development and overseas expansion [7] - Dazheng Micro-Nano secured over 100 million RMB in Series A3 financing to build production lines for flexible perovskite solar cells [8] - Agile Medical completed a multi-hundred million RMB Series B financing round to support global commercialization and product development [8] - Thunderbird Innovation raised significant funding in a Series C round to strengthen its position in the global consumer-grade AI+AR glasses market [8]

Core Insights - JD Logistics plans to establish the world's first unmanned delivery station by April next year, showcasing its commitment to automation and AI in logistics [1] - The company believes that the social logistics cost in China can drop below 10% of GDP within the next five years, potentially accelerating progress compared to the past decade [1] Group 1: Unmanned Delivery Development - JD Logistics has made significant advancements in unmanned technology, with a decade of experience in automated logistics equipment, enabling large-scale deployment and simplified operations [1] - The unmanned delivery station will feature drones, unmanned delivery vehicles, and robotic arms for cargo handling, representing a comprehensive automation approach [1] Group 2: Industry Trends and Growth - The low-speed unmanned driving industry in China is projected to reach a sales scale of 12.3 billion yuan in 2024, reflecting a 45% year-on-year growth [3] - The deployment of unmanned vehicles in the express delivery sector is accelerating, with Jitu Express deploying 1,000 unmanned vehicles this year, up from 218 at the end of last year [3] Group 3: Economic Impact and Efficiency - The value of unmanned delivery is becoming increasingly evident, with Shenzhen's monthly delivery volume for functional unmanned vehicles surpassing one million in September, generating approximately 8.7 million yuan in commercial value [3] - The average delivery volume per unmanned vehicle in September was 34.7, an increase from 29.4 in August, indicating improved efficiency [3] Group 4: Investment and Future Plans - The capital interest in the unmanned delivery sector is rising, with leading companies securing over 8 billion yuan in financing this year [4] - JD Logistics plans to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [4] - The company has already tested unmanned trucks for over 700,000 kilometers internally, addressing last-mile delivery challenges [4]

Core Insights - Shenzhen is becoming a testing ground for large-scale application of unmanned delivery technology, with JD Logistics leading in this sector [3][5] - The sixth-generation intelligent delivery vehicles from JD Logistics feature advanced autonomous driving capabilities, including L4-level automation and a range of over 160 kilometers, enabling continuous operation for over 8 hours [3][5] - The operational efficiency of these unmanned vehicles has improved by nearly 70%, while costs have decreased by 23%, primarily serving the Pingshan District and Longgang District [3] Company Developments - As of the end of July, the total number of functional unmanned vehicles in Shenzhen has surpassed 800, with an operational network exceeding 1,800 kilometers [3] - JD Logistics is exploring new models for integrating unmanned vehicles with metro systems, aiming to expand the usage scenarios for these vehicles [5] - The company has received support from local government initiatives, allowing it to open new delivery routes and obtain road rights in the Luohu District [5] Industry Trends - The deployment of JD Logistics' unmanned vehicles is reshaping the last-mile logistics network in large urban areas, addressing challenges posed by complex traffic environments [3][5] - The integration of a city-level digital twin platform, TransPaaS, is facilitating the management and approval processes for unmanned vehicles in Shenzhen [5] - The presence of these unmanned vehicles is becoming a familiar sight in Shenzhen, indicating a shift towards smarter logistics solutions [7]

Core Viewpoint - JD Group is strategically entering the autonomous taxi market by applying for multiple "Joyrobotaxi" trademarks, indicating a formal commitment to this emerging sector [1]. Group 1: Trademark Registration - JD Group's subsidiary, Beijing JD 360 Degree E-commerce Co., Ltd., has applied for several "Joyrobotaxi" trademarks, covering categories such as transportation tools and scientific instruments, currently awaiting substantive examination [1]. - The company was established in April 2007 with a registered capital of 2.92 billion yuan, co-owned by Miao Qin, Li Yiyun, and Zhang Peng [2]. Group 2: Strategic Partnerships - In January 2024, JD entered a strategic partnership with Lantu Motors to create an online user experience sales platform, followed by a strategic agreement with BYD in March 2024 [3]. - JD's CEO Xu Ran emphasized the company's focus on the automotive sector, aiming to develop a comprehensive supply chain service model for the industry [3]. Group 3: Autonomous Driving Technology - JD has accumulated experience in autonomous driving technology through its logistics operations, with plans to leverage this expertise for the autonomous taxi business [4]. - The sixth generation of JD's logistics delivery vehicles, equipped with advanced technologies, has been announced for large-scale deployment, enhancing detection and perception capabilities [4]. Group 4: Market Trends and Competitors - The autonomous taxi market is witnessing significant activity, with competitors like Pony.ai and WeRide making strides in major cities, and global players like Waymo and Tesla also advancing their autonomous taxi services [5]. - Dongwu Securities predicts that the market for autonomous taxis could reach 200 billion yuan by 2030, with a projected 36% share of B-end shared mobility [6].