责任编辑：何俊熹 新浪科技讯 2月25日下午消息，新石器无人车（Neolix）宣布，其L4级无人车自动驾驶累计行驶里程突 破1亿公里，成为无人配送行业首个达成亿公里运营里程的企业，这标志着无人配送的规模化、商业 化、常态化运营迈入新阶段。 据悉，新石器无人车已构建起覆盖15个国家、超300座城市的全球化运营网络，足迹遍及中国、阿联 酋、沙特、日本、韩国、澳大利亚、葡萄牙等市场，在多元气候、复杂路况、多样场景中完成深度验 新浪科技讯 2月25日下午消息，新石器无人车（Neolix）宣布，其L4级无人车自动驾驶累计行驶里程突 破1亿公里，成为无人配送行业首个达成亿公里运营里程的企业，这标志着无人配送的规模化、商业 化、常态化运营迈入新阶段。 证。 据悉，新石器无人车已构建起覆盖15个国家、超300座城市的全球化运营网络，足迹遍及中国、阿联 酋、沙特、日本、韩国、澳大利亚、葡萄牙等市场，在多元气候、复杂路况、多样场景中完成深度验 证。 新石器无人车创始人兼CEO余恩源表示："数据是自动驾驶的核心壁垒，自动驾驶能力必须通过真实运 营环境持续打磨。一亿公里的里程碑，意味着我们的产品技术和运营体系，已经在真实环境中完成了 ...

（编辑：张硕 审核：童海华 校对：颜京宁） 新石器成立于2018年，作为国内最早投入无人车研发和运营的企业之一，新石器无人车在行业内颇具代 表性。 2025年9月，新石器率先实现了累计交付车辆突破1万台的里程碑。而截至目前，新石器无人车已在全国 超300个城市投入运营，月交付量稳定在2000台以上。在2025年，其业务也从最初的聚焦快递领域，"破 圈"至即时物流和泛城市配送等更广阔的场景。 中经记者 尹丽梅 张硕 北京报道 已经完成D轮融资的无人车企业新石器慧通（北京）科技有限公司（以下简称"新石器"）近日公示了新 的股东信息。企查查App显示，新石器在2月2日发生工商变更，新增股东包括腾讯以及湃栎投资有限合 伙企业。 ...

Core Insights - Tencent's strategic investment in New Stone Technology marks a significant move to enhance its presence in the AI and autonomous driving sectors, particularly in smart logistics [1][8] - The partnership is expected to create a synergistic effect combining technology, scenarios, and capital, reinforcing New Stone's leading position in the unmanned delivery field [8] Company Overview - New Stone Technology, established in 2018, focuses on L4-level autonomous driving technology for urban logistics, achieving significant industry recognition and capital support [5] - The company has developed a robust product matrix, RoboVan, with cargo space ranging from 0.5 to 12 cubic meters, catering to diverse urban delivery needs [6] Technological Advancements - New Stone has successfully commercialized L4-level unmanned driving technology, utilizing advanced perception systems and AI decision algorithms for precise positioning [5] - The company has introduced the "Neolix-VA" visual-action foundational model, enabling end-to-end autonomous driving with minimal hardware [5] Market Position and Expansion - New Stone has deployed over 16,000 L4-level unmanned vehicles, accumulating over 90 million kilometers in driving distance, establishing a leading operational model in Qingdao [6] - The company has expanded globally, obtaining a license for unmanned delivery in the UAE and forming strategic partnerships in South Korea, Japan, and Europe [6] Industry Impact - The collaboration between Tencent and New Stone is anticipated to enhance the commercialization of L4-level autonomous driving technology in urban logistics, leveraging Tencent's strengths in AI models and computational resources [7][8] - This partnership is seen as a critical step in Tencent's strategy to solidify its future industrial ecosystem and capitalize on the long-term value of AI and autonomous driving [8]

截至今日10点22分，机器人ETF（562500）低开震荡随后拉升翻红，盘面回弹意愿明确，最新价报 1.049元，较开盘价上涨0.383%。持仓层面，该ETF跟踪的66只成分股虽跌势仍占主导，但核心标的逆 势拉升，54只个股走跌，云天励飞、中信重工、天准科技等跌幅居前，形成局部抛压；但瑞松科技大涨 超14%强势领涨，成为盘面核心拉升动力，有效对冲下跌压力，助力指数翻红。流动性方面，该ETF成 交额达3.22亿元，换手率1.33%，资金交投节奏平稳，成交活跃度维持适中水平，场内做多资金逐步释 放。 消息方面，据IT之家报道，新石器无人车关联公司新石器慧通（北京）科技有限公司完成工商变 更，广西腾讯创业投资有限公司等成为其新增股东。该公司成立于2018年，主营智能机器人研发销售、 人工智能软硬件开发等业务，目前聚焦于L4级无人驾驶在物流尤其是城市配送场景的应用。其中在青 岛，公司与滴滴送货合作，截至2025年12月已投放超1200台无人车，覆盖批发市场、商超、社区便利店 等场景，且预计2026年底当地无人配送车投放量将增至3000辆。 银河证券指出，具身机器人行业未来市场空间广大，产业链进展不断，海内外共振向上。 ...

Core Viewpoint - Tencent has officially become a new shareholder of New Stone Technology, marking a strategic collaboration aimed at enhancing L4-level autonomous driving technology, particularly in urban logistics and delivery scenarios [1][3]. Group 1: Company Overview - New Stone Technology (Beijing) Co., Ltd. was established in 2018, focusing on the development and sales of intelligent robots, AI hardware, and application software, with a core advantage in L4-level autonomous driving technology [1]. - The company is concentrating its technological efforts on the logistics sector, specifically urban delivery, creating a comprehensive unmanned delivery service system from wholesale markets to chain supermarkets and community convenience stores [1]. Group 2: Strategic Developments - The partnership with Tencent is expected to provide New Stone Technology with financial resources, technical support, and ecosystem advantages, facilitating breakthroughs in autonomous driving algorithm optimization, scenario expansion, and large-scale operations [3]. - In collaboration with Didi Delivery, New Stone Technology plans to deploy over 1,200 unmanned delivery vehicles in Qingdao by December 2025, significantly improving urban last-mile delivery efficiency [2]. - By the end of 2026, the number of unmanned delivery vehicles in Qingdao is projected to increase to 3,000, enhancing coverage and service capabilities [2].

1月24日，江苏省南通市通州区举行无人驾驶成果发布暨产业生态共建大会。新石器无人车与南通云尚找家纺电子商务有限公司(以下简称"找家纺")共同 宣布，双方联合部署的L4级无人车累计安全行驶里程突破100万公里。这一成果标志着南通市通州区在无人驾驶规模化商用落地领域跻身全国第一梯队， 成为"自动驾驶第一产城"，为家纺产业物流数字化转型树立了可复制、可推广的行业标杆。 作为深耕产业数字化基建的家纺服务商，找家纺于2025年3月率先引入新石器无人车，用于当地家纺产业带内的货物配送。在与找家纺的深度合作中，新 石器不仅提供了先进的无人配送车，更立足通州家纺产业"小批量、多频次"的核心物流需求，提供全栈式智能配送解决方案，助力找家纺构建高效、智 能、绿色的智能配送系统。 百万公里的安全行驶，是双方规模化、常态化运营的重要成果。截至目前，找家纺累计投入超260辆新石器无人车，单日行驶里程超1.8万公里，单日运送 家纺商品超10万件。双方共同构建起覆盖3066条线路、3485个服务点位的全链路产业带物流网络，为260余家家纺工厂、380余家电商企业提供精准配送服 务。 为进一步破解家纺行业的物流痛点，新石器与找家纺联合打造了 ...

Core Insights - The article highlights the recognition of New Stone Technology's autonomous vehicle as a benchmark in the industry, ranking 41st in the "2025 Hurun China AI Companies Top 50" list due to its technological breakthroughs and commercialization capabilities in the autonomous driving sector [2][4]. Company Overview - New Stone Technology has made significant advancements in autonomous driving technology, particularly with its AI-driven next-generation logistics solution unveiled at CES 2026, featuring a dual-engine architecture optimized for large-scale autonomous vehicle fleets [2][3]. - The company’s core technologies include a "Global Intelligent Scheduling System" and "Mapless L4 Autonomous Driving," which have redefined logistics operations and improved efficiency [3][4]. Technological Innovations - The Global Intelligent Scheduling System utilizes large models and deep learning to automate the entire logistics lifecycle, capable of supporting over 100,000 L4 autonomous vehicles simultaneously and enhancing operational efficiency by 30% [3]. - New Stone Technology achieved commercial deployment of mapless L4 autonomous driving technology in 2025, allowing for centimeter-level positioning accuracy without relying on high-precision maps, thus reducing deployment costs and preparation time [3][4]. Competitive Positioning - The entry into the top 50 list serves as a validation of New Stone Technology's competitive edge and foresight in the autonomous driving sector, emphasizing the importance of this field within the broader AI landscape [4]. - The Neolix-VA visual action model, a key innovation, enables the autonomous vehicles to navigate complex traffic scenarios effectively, showcasing superior adaptability and lower deployment costs compared to traditional L4 technology stacks [4].

Core Insights - The Shenzhen Intelligent Connected Vehicle New Year Conference successfully gathered government departments, industry organizations, and leading enterprises to discuss the development direction of the intelligent connected and autonomous driving industry in Shenzhen [1] Group 1: Company Developments - New Stone has operated 374 autonomous delivery vehicles in Shenzhen, with plans to expand the fleet to 1,000 vehicles in 2026, focusing on night delivery and diverse scenarios including fresh produce, hotel linens, and supermarket supply chains [3] - New Stone has established a key R&D base in Shenzhen and aims to accelerate the large-scale, commercial, and standardized development of autonomous delivery under the guidance of Shenzhen's "4123" strategic initiative [5] - New Stone has become a founding member of the newly established Shenzhen Autonomous Driving Safety Laboratory, participating in the construction of a safety testing system for autonomous delivery [7] Group 2: Industry Recognition and Future Plans - New Stone received the "Comprehensive Excellence Award" and "Safety Escort Award" at the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Functional Autonomous Vehicle Competition, highlighting its technical strength and safety performance in the field [9] - The company aims to promote the application of autonomous delivery based on its experiences in Shenzhen, emphasizing safety as a fundamental principle while driving technological innovation and ecological collaboration as core motivators for industry advancement [9]

Core Insights - The article highlights the successful implementation of unmanned delivery vehicles in Qingdao, significantly reducing logistics costs for companies like Qingdao Zhongji Tool Co., Ltd. [1][3] - Qingdao has emerged as a leader in unmanned vehicle deployment, surpassing the scale of operations of companies like Waymo in San Francisco [2][3] Cost Reduction - Logistics costs have been halved, with Qingdao Zhongji Tool Co., Ltd. reporting a drop from 5,000 to over 2,000 yuan per month due to the use of unmanned delivery vehicles [1][3] - The average transportation cost for urban logistics in China is approximately 3 yuan per kilometer, while unmanned vehicles operate at only 50% of traditional costs [3] Vehicle Specifications and Operations - The unmanned vehicles operated by New Stone Technology can carry up to 1 ton, have a cargo volume of 6 cubic meters, and can reach speeds of 50 km/h with a maximum range of 200 km [2] - The fleet has achieved a daily order volume exceeding 5,000, with 1,200 vehicles currently in operation [2] Safety Features - The unmanned vehicles are equipped with advanced perception and decision-making systems, including 12 high-definition cameras and 1 LiDAR, ensuring a 360-degree awareness and obstacle avoidance [4] - The vehicles are designed to operate 24/7 without fatigue, and they have systems in place for immediate accident response [4][5] Future Developments - The company aims to enhance the efficiency and reliability of Level 4 autonomous driving, with expectations that future vehicles will adapt to sudden road conditions and complex weather better than human drivers [5] - New Stone Technology plans to develop Qingdao into a model city for global unmanned delivery, with a vision to create a smart logistics network by 2026 [6]

Group 1 - Baidu's stock rose by 5% to $133.15 following the announcement of a deep collaboration with autonomous vehicle company New Stone, integrating high-precision map services into its logistics platform [1] - New Stone's autonomous vehicles utilize self-developed BEV algorithms and 4D One Model architecture, achieving L4 level autonomous driving in complex road environments, with applications in logistics, retail, and medical delivery [1] - Morgan Stanley noted a fundamental shift in Baidu's investment narrative, transitioning from traditional search advertising to becoming an AI infrastructure provider, driven by advancements in AI and the commercialization of Kunlun chips [1] Group 2 - Morgan Stanley predicts a significant growth in Baidu's Kunlun chip revenue, estimating an increase from approximately 1.3 billion RMB in 2025 to 8.3 billion RMB in 2026, reflecting a sixfold growth due to strong demand for AI hardware [2] - Analysts forecast that Baidu's cloud business revenue will grow by 61% year-on-year in 2026, positioning it as a key pillar for new growth [2]