南都讯 过去一年，深圳功能型无人车产业迎来系统性跨越，从示范运营迈向规模化、商业化发展的新 阶段。记者从最新发布的《2025深圳市功能型无人车运行与发展年度报告》获悉，深圳在智能网联城市 运载系统建设上取得关键进展，全市功能型无人车在运营规模首次破千台规模，总开放线路里程达7191 公里，增幅829%，商业价值逐步显现，全年配送服务订单总量达866万单。 运营规模突破千台，路网覆盖跨区贯通 报告显示，截至2025年12月31日，深圳市功能型无人车运营车辆总数达到1122台，较年初393台增长 185.5%，首次突破千台规模。其中无人物流车718台；无人环卫车突破400台；无人巡检车4台。在运行 网络上，全市开放线路总数从年初442条扩展至1940条，增长339%；总里程由774公里延伸至7191公 里，增幅达829%。 服务区域从宝安、坪山、龙岗3个区扩展至覆盖全市7个行政区，跨区运行线路已成为常态，初步构建起 城市级无人车运行骨干网络。 随着运营规模的扩大，无人车的商业价值逐步显现。2025年，全市无人配送服务订单总量达866万单， 实现商业化价值约7300万元。无人车已渗透至快递配送、生鲜即时零售、餐饮外 ...

2月4日，惠州市第十三届人民代表大会第七次会议开幕。大会上，惠州市委副书记、市长陈宇航作政府 工作报告，全面部署2026年工作安排。据悉，今年惠州将坚持实体经济为本、制造业当家，构建更具竞 争力的现代化产业体系。其中，惠州将举全市之力打造人工智能和机器人产业，这一举措尤为引人注 目。 报告指出，惠州坚定打造"2+1"现代产业集群。 在石化能源新材料领域，以大亚湾石化区为"主引擎"，发挥"隔墙供应"优势，与惠州新材料产业园、惠 阳区新材料产业园联动发展、抱团发力，推进中海壳牌三期等项目加力投资，加快建设全球石化产业高 地，石化能源新材料产业集群规上工业总产值达4300亿元。 电子信息产业方面，壮大超高清视频显示、智能终端、智能网联汽车、新能源电池、核心基础电子等优 势产业，电子信息产业集群规上工业总产值迈向7000亿元。主动顺应发展潮流，推动生命健康产业拓展 为大健康产业，坚持一二三产业协调融合发展，加快南药种植、生物医药、高端文旅、保健康养、银发 经济等产业发展，打造具有惠州特色、惠州优势的新型经济形态。 报告特别指出，惠州今年将举全市之力打造人工智能和机器人产业。设立人工智能和机器人专门机构， 用更大力度统 ...

今年的深圳街头，上路送货、打扫卫生的无人小车明显多了起来。这些小车在城市公开道路中稳步行 驶、精准避障，正在成为保障城市运行的重要一环。 21世纪经济报道记者了解到，深圳正在积极抢抓"人工智能+"发展机遇，大力推动功能型无人车在物流 运输行业应用落地，全面建设运行密度大、商业场景丰富、产业生态活跃的功能型无人车应用示范城 市。 与快速攀升的快递业务量相比，大城市的末端运力仍处于相对短缺状态。人机协同、分段履约的创新运 营模式，正在让"人工智能+"深入到城市肌理。 据悉，深圳全市在公开道路运行的功能型无人车投放总数达1218台（其中无人物流车825台），车辆数 在一线城市中位列第一，累计开放运行线路1594条、总里程达5534公里。 为深入解读深圳无人车规模化突破的核心密码，探寻产业未来发展路径，21世纪经济报道专访了深圳市 中安无人系统研究院院长杨鹏。杨鹏从政策支撑、技术迭代、场景供给、成本驱动等维度，剖析了深圳 实现突破的关键因素，并围绕复杂场景下的安全提升、粤港澳大湾区产业协同以及"空天地"无人系统网 络构建等行业核心议题，分享了专业见解。 21世纪经济报道：截至2025年11月，深圳无人车投放量已达12 ...

Core Viewpoint - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Functional Unmanned Vehicle Competition focuses on the dual-track verification of technology and safety for functional unmanned vehicles, marking a shift in the industry from scale expansion to quality improvement in safety and operational stability [1][3]. Group 1: Event Overview - The competition, themed "Intelligent Driving in the Bay Area, Creating a Safe Future," aims to validate the safety capabilities and innovative potential of functional unmanned vehicles in complex environments through real-world assessments [2]. - The event features a dual-track model consisting of a "Specialized Testing Competition" and an "Outstanding Scenario Competition," addressing operational pain points of unmanned vehicles [2]. Group 2: Industry Development - The functional unmanned vehicle industry is transitioning from "running far" to "running steadily," emphasizing operational quality and safety as key focus areas [3]. - As of August this year, major express delivery companies have deployed approximately 5,500 RoboVans, with Shenzhen leading in operational density among cities [3]. Group 3: Regulatory Framework - Shenzhen has established a "4123" development system for unmanned logistics, with standardization as a core pillar, including a comprehensive quality development work plan and a standard system for functional unmanned vehicles [4]. - The city has implemented strict requirements for market operators, ensuring a closed-loop management process from approval to operation [4]. Group 4: Safety Initiatives - Shenzhen has initiated the first industry self-regulatory agreement for unmanned vehicles, signed by over 20 leading companies, promoting collaborative governance and safety management [5]. - The monthly traffic accident rate for unmanned vehicles in Shenzhen dropped to 0.17 incidents per 10,000 kilometers in November 2025, a significant 75% decrease, with zero major responsibility accidents reported [5]. Group 5: Future Outlook - Shenzhen plans to increase the deployment of functional unmanned vehicles to at least 2,000 units by 2026, aiming to develop a collaborative system integrating drones, unmanned trucks, and unmanned logistics vehicles [5].

□李妹妍 这条"路"，首先是一条审慎创新的"制度之路"。功能型无人车上路，最大的挑战往往并非技术，而是规 则与责任的不明晰。深圳没有简单采取"允许"或"禁止"的二元思路，而是以数字化治理手段，将"未知 领域"转变为"规范轨道"。2025年7月，全国首个功能型无人车管理服务平台在深圳上线，如同一座"空 中交通管制塔"，实现了全流程数字化管理。企业在线申请线路，可"秒审秒批"；政府则可依据实时交 通数据，实现精准管控。这一创新治理框架，既坚守安全底线，又释放产业活力，让规则从制约转变为 生产要素，营造出稳定、可预期的营商环境。 这条"路"，也是一条深度融合的"场景之路"。深圳并未将无人车视为孤立的运输工具，而是将其有机嵌 入城市现有的物流与交通大系统。全国首创的"无人小车+地铁""无人小车+新型公交场站"等模式，打破 了不同交通业态之间的壁垒，实现了资源的高效整合与利用。今年十五运会期间，顺丰无人车还进驻深 圳大运中心，打造从场馆外围到内部各场馆的"智慧物流闭环"，实现了赛事物资的随叫随到。这种以场 景驱动的融合思维，让无人车成为激活城市交通运行网络的关键节点，也让无人车从"可选项"变成了智 慧城市升级中不可或缺 ...

Core Insights - The Futian District has launched 22 functional autonomous vehicle routes, covering a total distance of 108 kilometers, primarily for logistics and food delivery applications [1] - The event showcased the transition of functional autonomous systems from the laboratory to real urban environments, emphasizing the district's commitment to becoming a leader in artificial intelligence [1] - The event was attended by city leaders, industry experts, and top companies, highlighting the collaborative effort to build a new hub for intelligent connected vehicles in the region [1] Group 1 - The event focused on two main directions: unmanned logistics vehicles and park cleaning autonomous vehicles, with standardized demonstration procedures [2] - Five companies, including Shenzhen Youjia Innovation Technology Co., Ltd. and Meituan, received the "Best Technology Innovation Award" for their contributions [2] - The demonstration tested the engineering maturity of functional autonomous systems in logistics and urban sanitation, providing practical support for Shenzhen's "unmanned city delivery cross-regional networking" initiative [2] Group 2 - The event was organized by the Futian District Science and Industry Information Bureau, the Futian District Artificial Intelligence Industry Office, and the Futian District Fubao Street Office [3]

Core Insights - The report indicates that Shenzhen's functional unmanned vehicles have achieved significant growth in both operational scale and commercial value, with fresh food delivery surpassing one million orders for the first time in September, reaching 1.02 million orders, a month-on-month increase of 13% [1] - The estimated commercial value generated from these deliveries is approximately 8.7 million yuan, reflecting a month-on-month growth of 14.5% [1] Summary by Categories Operational Scale - As of September 2025, there are 798 operational functional unmanned vehicles in Shenzhen, with 32 new vehicles added in September, marking a month-on-month increase of 4.5% [1] - Shenzhen has opened 1,257 routes for functional unmanned vehicles, totaling 3,581 kilometers, with a month-on-month increase in total open mileage of 12.4% [1] Commercial Value - The fresh food delivery service via unmanned vehicles has created a commercial value of 8.7 million yuan in September, which is a 14.5% increase compared to the previous month [1]

Core Insights - Shenzhen has become the first city in China to release a monthly report on the operation and development of functional unmanned vehicles, highlighting significant advancements in smart logistics [1] Summary by Categories Operational Metrics - In September, Shenzhen's functional unmanned vehicles achieved a monthly delivery volume exceeding 1 million, marking a 14.5% increase in commercial value compared to the previous month [1] - The total operational mileage for functional unmanned vehicles in Shenzhen reached 200,000 kilometers in September, reflecting a 21% month-on-month growth [1] - Cumulatively, 1.02 million delivery orders were completed in September, representing a 13% increase from the previous month [1] Infrastructure Development - As of September, Shenzhen has opened 1,257 routes for functional unmanned vehicles, totaling 3,581 kilometers [1] - In September alone, 19 new routes were added, covering an additional 396 kilometers [1] Vehicle Deployment - The number of operational unmanned vehicles in Shenzhen reached 798, with an increase of 32 vehicles month-on-month [1] - Among the operational vehicles, unmanned logistics vehicles accounted for 432 units, making up over 54% of the total [1]

Core Insights - The rapid adoption of functional unmanned vehicles in the express delivery industry is significantly reducing costs and improving efficiency [1][2] - Unmanned vehicles are reported to lower transportation costs by approximately 0.1 yuan per package compared to human delivery [1] - Monthly sales of unmanned vehicles have surged from 200-300 units at the beginning of the year to nearly 2000 units currently [2] Group 1: Industry Impact - The deployment of unmanned vehicles has transitioned from pilot programs at select locations last year to widespread implementation this year [1] - Unmanned vehicles are being utilized effectively in logistics, with one express delivery point reporting a cost of 0.06 yuan per package for unmanned transport [1] - Major express companies like Zhongtong and Jitu are significantly increasing their fleets of unmanned vehicles, with Zhongtong operating over 2000 units across more than 700 locations [1] Group 2: Company Developments - New Stone Technology has delivered its 10,000th unmanned vehicle, indicating strong growth in production and delivery capabilities [1] - Zhongtong has reported that its unmanned vehicles can handle 200,000 packages daily, showcasing the scale of operations [1] - Jitu plans to add 3000 unmanned vehicles this year, having already deployed 900, up from just 218 at the end of last year [1]

Core Insights - The rapid adoption of functional unmanned delivery vehicles is significantly enhancing delivery efficiency and reducing costs in the logistics sector [1][2][4][5]. Industry Overview - The Shenzhen Intelligent Connected Transportation Association reported that functional unmanned vehicles have an average delivery volume exceeding 200 items per vehicle per hour, surpassing traditional delivery vehicles [1][5]. - As of September, there were 320 unmanned logistics vehicles operating in Shenzhen, covering a total distance of 230,000 kilometers and completing 900,000 deliveries, generating approximately 7.6 million yuan in commercial value [4]. Company Developments - New Stone Technology announced the delivery of its 10,000th unmanned vehicle, marking a shift from trial operations to accelerated deployment in the current year [2]. - Zhongtong has deployed over 2,000 unmanned vehicles across more than 700 outlets, capable of delivering 200,000 packages daily [7]. - Jitu plans to add 3,000 unmanned vehicles this year, having already deployed 900, a significant increase from 218 at the end of last year [8]. Cost Efficiency - Unmanned vehicles are reported to reduce delivery costs significantly, with one logistics point indicating a cost reduction of approximately 0.1 yuan per item compared to manual delivery [5]. - The cost of operating unmanned vehicles is around 0.06 yuan per item for transporting from primary to secondary logistics points, demonstrating a clear cost advantage [5]. Market Trends - The market for unmanned delivery vehicles is experiencing rapid growth, with monthly sales increasing from 200-300 units at the beginning of the year to nearly 2,000 units currently [8]. - The introduction of flexible payment models, such as subscription services, has lowered the entry barrier for logistics companies, making unmanned vehicles more accessible [10][11]. Technological Advancements - The maturity of autonomous driving technology is facilitating the efficient completion of the "last mile" delivery, which is crucial for enhancing the overall delivery process [6]. - Key components like lidar and batteries are becoming cheaper, indicating potential for further price reductions in unmanned delivery vehicles [12].