除了这两家供应链上的企业跨界入局无人车外，有消息曝出，Momenta也正在组建团队进军无人配送车 领域；优必选旗下智慧物流公司优奇，过去一直在做工业领域的AGV小车、无人叉车等产品，也在尝 试扩大业务范围，推出无人配送车。 低速无人配送车不管是从技术上，还是从功能性上，并不像今年大火的人形机器人那么"性感"与"新 潮"，而是早已存在，且默默无闻发展多年，为何在今年突然引起如此大的关注？背后的原因是什么？ 这个领域真要迎来大爆发时刻？行业拐点已来？ 跨界玩家的第二战场 作为一家在智能座舱与智能驾驶领域，有着40年发展历史的德赛西威，第一次将无人车摆在了集团战略 的重要位置。 图片来源：AI生成 有人说，2025年是低速无人配送车元年。因为从今年开始，低速无人配送车市场需求开始暴涨，其销量 开始突破万辆，产业规模化和盈利看起来都将指日可待。 也有人说，随着新玩家的不断涌入，市场竞争激烈，这个刚刚开始爆发的市场就已经开始变成红海了。 这些新玩家都有谁呢？除了刚刚官宣发布低速无人车品牌 "川行致远"的德赛西威，还有港股上市公司 佑驾创新，其也于近日发布了旗下无人物流品牌"小竹无人车"。 德赛西威董事长高大鹏甚至将低速 ...

Core Insights - Desay SV's brand "Chuanxing Zhiyuan" has launched the S6 series low-speed unmanned vehicles, which have garnered significant attention and received customer orders [2] - The S6 series includes the S6 Wing and S6 Side Door models, marking the entry of the automotive-grade era in the low-speed unmanned vehicle industry [2] - The vehicles are designed with a self-developed automotive-grade "Yuanxing" battery, meeting the stringent 2025 battery standards for M1 passenger vehicles and N1 commercial vehicles [2] - The battery features A-grade cells with a 70% State of Health (SOH) and a lifespan of 4000 cycles, with a warranty of 6 years or 300,000 kilometers [2] - Desay SV plans to leverage its core technologies and systematic capabilities in automotive electronics to continue exploring and researching in the robotics field [2]

Group 1 - The core point of the article is that Desay SV (002920) has announced the launch of its low-speed unmanned vehicle series, the Chuanxing Zhiyuan S6, and has received related customer orders [1] Group 2 - The Chuanxing Zhiyuan S6 series is part of the company's efforts to expand its product offerings in the unmanned vehicle market [1] - The announcement was made on September 19, indicating a timely response to market demands [1] - The company utilized an interactive platform to communicate this development, highlighting its engagement with stakeholders [1]

Group 1 - The company has launched its self-developed low-speed unmanned vehicle series, the Chuanxing Zhiyuan S6, which incorporates a vehicle-grade design and manufacturing system into the low-speed unmanned vehicle industry [2] - The S6 series utilizes a self-developed vehicle-grade "Yuanxing" battery that meets the stringent requirements of the 2025 M1 class passenger vehicle and N1 class commercial vehicle battery standards (GB 38031-2025) [2] - The battery features A-grade cells with a 70% state of health (SOH) and a cycle life of 4000 times, with a warranty period extended to 6 years or 300,000 kilometers [2]

Core Viewpoint - The logistics industry is undergoing a transformation with the introduction of low-speed unmanned vehicles, which are seen as a key variable for improving the efficiency and intelligence of last-mile delivery [1][4]. Group 1: Industry Trends - The scale of unmanned logistics vehicles in China has exceeded 6,000 units, delivering over 100 million orders across various scenarios, significantly increasing daily delivery volumes [1]. - The market for instant delivery is expanding, prompting companies to explore new applications for low-speed unmanned vehicles to address last-mile challenges [1][4]. Group 2: Company Strategy - Desay SV's entry into the low-speed unmanned vehicle market is part of its broader strategy to leverage its extensive experience in smart cockpit, driving assistance, and intelligent driving technologies [3]. - The company aims to redefine the relationship between people, vehicles, and environments by focusing on intelligent solutions for logistics and delivery services [3][4]. Group 3: Product Development - The S6 series of low-speed unmanned vehicles will include four models designed for various applications, such as industrial logistics, cold chain transport, and urban delivery [5]. - The S6 series incorporates six innovative technologies, including a full vehicle-level development approach and enhanced safety features, addressing common pain points in traditional unmanned vehicles [5][6]. Group 4: Future Outlook - The integration of unmanned delivery vehicles into urban logistics is expected to evolve into a critical service node in smart cities, enhancing the efficiency and reliability of last-mile delivery [6]. - The vision for sustainable smart logistics is to ensure that every delivery is secure and that the flow of goods is orderly and meaningful, reflecting a commitment to innovation and customer value [6].

Core Viewpoint - The launch of the "Chuanxing Zhiyuan" brand by Desay SV in the low-speed autonomous vehicle sector marks the beginning of a new era in vehicle-grade standards for this industry, focusing on solving the "last mile" logistics challenges and enhancing operational efficiency [1][2]. Group 1: Company Strategy and Vision - Desay SV aims to define its strategic intentions for 2030, focusing on "stable foundation, brave expansion, intelligent exploration, and promoting collaboration" to capitalize on the upcoming opportunities in the smart mobility sector [1]. - The company emphasizes its mission of "leading safe, enjoyable, and green travel" and its vision of "smart travel, globally shared" [1]. Group 2: Product Features and Innovations - The S6 series of low-speed autonomous vehicles features six innovative technologies, including full vehicle-grade development, intelligent axial control systems, and an increased climbing height capability from 20% to 25% [2]. - The S6 series is designed with safety and durability in mind, capable of operating for over 6 years and 300,000 kilometers, and includes a vehicle-grade battery that has passed rigorous testing [2]. Group 3: Market Position and Financial Performance - Desay SV is deeply focused on the integration of smart cockpits, intelligent driving, and connected services, maintaining a leading position in the industry [3]. - In the first half of 2025, the company reported a revenue of 14.644 billion yuan, a year-on-year increase of 25.25%, and a net profit of 1.223 billion yuan, up 45.82% year-on-year, with new project orders expected to generate an annualized sales revenue exceeding 18 billion yuan [3].