（来源：工人日报） 最近，青岛中机工具有限公司总经理戴永兴尝到了无人配送的甜头——用手机轻轻一点，5分钟后，一 辆造型科幻的新石器无人车便精准驶抵公司门口。扫码、开门、放货之后，他目送这辆没有司机的配送 车，满载五金配件驶向下一个客户。 新石器无人车山东政府事务总监杨景巍表示："随着自动驾驶与智能调度技术持续迭代，我们有信心进 一步压降运输成本，为企业和商户提供更高性价比的物流服务，为经济高质量发展注入新动能。" 搭载"智能大脑" "以前每个月物流费用要五六千元，现在只要2000多元。"戴永兴笑着说出这句话时，又一辆无人车正从 他身边平稳驶过。 这样的场景，如今在青岛的街头巷尾已不鲜见。 记者在实地探访中了解到，这些无人车由新石器无人车（以下简称新石器）运营，每辆载重1吨，货舱 容积达6立方米，在公开道路上最高时速为50公里，最长续航达200公里，配合约2小时的快速补能，足 以支撑全天候运营。 截至目前，新石器在青岛的无人车单日订单量最高已突破5000单，运营车辆达到1200辆——这一数字已 超越美国自动驾驶公司Waymo在旧金山的部署规模，使得青岛这座海滨城市悄然问鼎"全球无人车第一 城"。 物流成本降低一 ...

摩根大通认为，转型的核心驱动力主要体现在AI基础设施业务的爆发式增长上， 具体包括：昆仑芯片 收入预期：摩根大通预计百度昆仑芯片收入将从2025年的约13亿元人民币大幅增至2026年的83亿元人民 币，增幅达6倍，反映AI硬件需求的强劲势头。云业务增长潜力：分析师预测百度云业务收入在2026年 将同比增长61%，成为新增长曲线的重要支柱。 摩根大通此前称，百度的投资叙事正经历根本性转变，公司正从传统搜索广告模式加速转型为AI基础 设施供应商，这一判断基于百度在AI领域的关键进展，包括昆仑系列芯片的商业化落地和GPU计算资 源需求的显著提升，预计这些因素将推动百度营收增速显著改善。 智通财经APP获悉，周二，百度(BIDU.US)盘前涨5%，报133.15美元。消息面上，12月30日，百度地图 正式宣布与无人车独角兽企业新石器达成深度合作，将LD数据产品全面接入新石器无人物流平台，为 其末端配送、城市货运等场景提供高精度地图服务。公开资料显示，新石器无人车采用全栈自研的视觉 BEV算法和4D One Model架构，能够在复杂道路环境下实现L4级自动驾驶。其无人车产品已在物流快 递、商超城配、医药配送等多个场景 ...

摩根大通认为，转型的核心驱动力主要体现在AI基础设施业务的爆发式增长上， 具体包括：昆仑芯片 收入预期 ：摩根大通预计百度昆仑芯片收入将从2025年的约 13亿元人民币 大幅增至2026年的 83亿元人 民币 ，增幅达 6倍 ，反映AI硬件需求的强劲势头。 云业务增长潜力 ：分析师预测百度云业务收入在 2026年将同比增长 61% ，成为新增长曲线的重要支柱。 周二，百度(BIDU.US)盘前涨5%，报133.15美元。消息面上，12月30日，百度地图正式宣布与无人车独 角兽企业新石器达成深度合作，将LD数据产品全面接入新石器无人物流平台，为其末端配送、城市货 运等场景提供高精度地图服务。公开资料显示，新石器无人车采用全栈自研的视觉BEV算法和4D One Model架构，能够在复杂道路环境下实现L4级自动驾驶。其无人车产品已在物流快递、商超城配、医药 配送等多个场景落地应用，展现出高度智能化与灵活运营能力。 摩根大通此前称，百度的投资叙事正经历根本性转变，公司正从传统搜索广告模式加速转型为 AI基础 设施供应商 ，这一判断基于百度在AI领域的关键进展，包括 昆仑系列芯片 的商业化落地和 GPU计算 资源 需 ...

百度2025年第三季度业绩显示，公司总营收311.74亿元，同比下滑7%，主要受核心在线营销业务收入 下降至165.66亿元（同比下降约18%）拖累；归属于百度的净亏损为112.32亿元，主要因长期资产减值 161.9亿元，而非通用会计准则（非GAAP）净利润为37.7亿元，反映核心业务仍具盈利韧性。 摩根大通发布观点称，百度的投资叙事正在发生根本性转变：公司正从传统搜索广告公司转型为AI基 础设施供应商，预计昆仑芯片销售及GPU计算需求将推动营收增速显著提升。摩根大通预计，百度昆仑 芯片收入将从2025年的约人民币13亿元升至2026年的83亿元，增幅达到6倍。 申万宏源研报显示，将百度评级上调至"买入"。研报预计，2公司025 - 2027年其收入分别达1285亿、 1331亿、1410亿元。 东吴证券表示，算力基础层面，百度以自研能力不断夯实算力底座。看好AI给公司业务带来新的发展 机遇，且持续回购体现注重股东回报，维持"买入"评级。 12月30日，受利好消息提振，百度集团-SW（09888.HK）在港股市场表现强劲，高开高走，收盘大涨 8.90%，成为恒生科技指数成分股中的领涨标的。截至收盘，恒生科技 ...

Group 1 - Didi has invested in New Stone Technology, which specializes in AI application software development and IoT device manufacturing [2] - Leap Motor's CEO, Zhu Jiangming, stated that the company will maintain control by the founding team despite the investment from FAW Group, enhancing stability and risk resistance [2] - XPeng Motors announced the new P7+ model with an extended range version achieving 1550 kilometers and a pure electric version reaching 725 kilometers [2] - BYD has denied rumors about launching a flying car, clarifying that there are no such plans [2]

山海之间，智能驰骋！12月23日，交通运输部官方抖音号发布主题视频《青岛·无人配送车之城》，点 赞新石器在青岛开展的无人车送货模式："在青岛，新石器无人车正在重新定义物流配送，与这座城市 的脉搏共同跳动。" 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 在向海而生的青岛，无人车犹如"城市精灵"，穿梭于红瓦绿树与滨海街巷。它们载着蛋糕、鲜花等各类 商品，妥帖守护每份期待，温柔衔接心与愿的距离。不扰街道原貌，却以准时守信的姿态，让智能服务 深度融入市井烟火，成为这座城市不可或缺的温暖印记。 自今年下半年以来，新石器无人车与滴滴送货合作，在青岛布局无人车送货业务，陆续投放超过1200台 无人车，推动青岛成为全球无人驾驶车辆最多的城市。 ...

2026年1月6日-9日，新石器无人车将携主力无人车矩阵及全新产品，首次亮相美国拉斯维加斯CES 2026展会现场（展位：西厅#6075），并面向全球行业 决策者与生态伙伴，重磅发布基于人工智能的新一代城市配送解决方案。 15km半径范围内多点配送 小巧实装·L4自动驾驶·智能调度 60km半径范围内多点配送 更大装载 · 更远续航 · L4自动驾驶 ·智能调度 即将迎来首秀 实现真正端到端的门到门 一代"最后一公里"配送机器人 全新 多点配送主力 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Core Viewpoint - The Chinese intelligent driving industry is transitioning into a critical phase focused on "scaled commercialization," with key players like Horizon Robotics leading the way in providing essential technological support for various autonomous driving applications [1][10]. Group 1: Industry Developments - Horizon Robotics hosted the "Towards High Together" 2025 Technology Ecosystem Conference, gathering industry leaders to explore innovative paths for high-quality development in the intelligent driving sector [1]. - The company emphasizes the importance of service providers in the autonomous driving ecosystem, who focus on scenario-based services rather than just vehicle manufacturing [1][10]. Group 2: Partnerships and Collaborations - Horizon Robotics collaborates with various partners to provide key technological support for diverse scenarios such as Robotaxi, unmanned delivery, and trunk logistics, showcasing the results of joint research and product creation [3][5]. - GoGoX and Amigo's founders shared their vision for deploying Robotaxi in Hong Kong, aiming to enhance urban transportation experiences [3]. - The partnership with Xing Shen Intelligent focuses on deep integration of autonomous driving technology with logistics, resulting in a cost reduction of 30% for their L4 urban unmanned logistics solution [3]. - New Stone's collaboration with Horizon Robotics has led to the deployment of over 13,000 L4 unmanned vehicles across more than 300 cities globally [4]. Group 3: Technological Innovations - Horizon Robotics' chips and algorithms are integral to the development of autonomous driving systems, with companies like Yingche Technology achieving over 400 million kilometers in commercial operation using Horizon's technology [5][7]. - The KargoBot Space, developed by Karl Power, utilizes Horizon's chips to enhance cargo space and efficiency, marking a significant step towards profitable L4 autonomous freight operations [7]. Group 4: Industry Insights and Future Directions - Industry experts agree that the commercialization and scaling of autonomous driving depend on strong technological support and ecosystem collaboration [8]. - The transition from technology-driven to value-driven approaches in autonomous driving is seen as a critical milestone for the industry [8]. - Horizon Robotics aims to empower partners through foundational computing platforms and AI technology, facilitating the shift towards fully autonomous logistics and commercial vehicles [10].

Group 1: Market Activity - Net buying activity included Xiaomi Group with 1.176 billion, Yinhua Fund with 0.65 billion, China Mobile with 0.357 billion, China National Offshore Oil Corporation (CNOOC) with 0.333 billion, and Pop Mart with 0.305 billion [1] - Net selling activity included XPeng Motors with 2.266 billion, Alibaba with 2.024 billion, Tencent with 0.464 billion, SMIC with 0.437 billion, Hua Hong Semiconductor with 0.344 billion, and Meituan with 0.216 billion [1] - Southbound funds have continuously net bought Xiaomi for 10 days, totaling 6.54435 billion HKD; net bought CNOOC for 3 days, totaling 2.40999 billion HKD; and net sold Alibaba for 4 days, totaling 3.34684 billion HKD [4] Group 2: Company Developments - China Mobile's Beijing Zhongyi Digital New Economy Industry Fund participated in the D-round financing of New Stone Technology, focusing on AI and autonomous driving technology collaboration [6] - XPeng Motors' new humanoid robot IRON has gained significant attention, with endorsements from major institutions and notable figures like Elon Musk [7] - Tencent is expected to announce its earnings soon, with a focus on AI development and potential impacts on its gaming and financial technology sectors due to domestic economic conditions [7] Group 3: Industry Insights - CNOOC and other major oil companies are enhancing their production and cost management strategies in response to oil price fluctuations, with long-term growth potential highlighted [8] - The three major oil companies (CNOOC, China National Petroleum Corporation, and Sinopec) are expected to increase their oil and gas equivalent production over the next 25 years, with respective growth rates of 5.9%, 1.6%, and 1.5% [8]

Group 1 - China Mobile participated in the Series D financing of New Stone Technology, which raised over $600 million, led by UAE's Leishi Capital and supported by several other investment firms [1] - The Beijing Zhongyi Digital New Economy Industry Fund, a subsidiary of China Mobile, highlighted the economic advantages of autonomous driving in urban logistics, addressing issues like rising labor costs and safety concerns [1] - New Stone Technology is recognized for being a pioneer in the large-scale deployment of L4 autonomous vehicles, establishing significant advantages in scene understanding, road rights acquisition, data accumulation, and vehicle mass production [1] Group 2 - During the Global Partner Conference in Guangzhou, China Mobile announced three key collaborative research directions with New Stone Technology, focusing on 5G IoT integration, high-precision positioning, and edge cloud computing for real-time data transmission [2] - The collaboration aims to enhance the safety and reliability of autonomous vehicles in complex urban environments through improved communication and positioning capabilities [2] - Continuous cooperation will be established around self-built computing power hosting and mobile cloud services, particularly in key cities for integrated vehicle-road-cloud projects [2]