新石器无人车

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【具身智能产业动态】傅利叶第三代机器人首次亮相,跨维智能发布升级版视频学习框架
GUOTAI HAITONG SECURITIES· 2025-09-30 11:12
产业观察 [table_Header]2025.09.30 【具身智能产业动态】傅利叶第三代机器人首 产业研究中心 次亮相,跨维智能发布升级版视频学习框架 摘要:产业最新趋势跟踪,点评产业最新风向 [Table_Summary] 具身机器人产业动态 傅利叶第三代人形机器人 GR-3C"宇航员"首次亮相工博会 北京落地国内最大人形机器人训练场,面积破万平,年产 600 万+数据 跨维智能发布升级版视频学习框架,可快速迁移到不同机器人本体 DeepMind 发布 Gemini Robotics 1.5 系列家族模型赋能机器人 领益机器人与 AIRS 达成战略合作,实现硬件与算法精准对接 开普勒全球首款商业可售的混动架构人形机器人正式启动量产 智能汽车产业动态 汽车销量榜:9 月第三周(9/15-9/21)新势力终端销量榜前三名为零跑(1.29 万 辆,环比-0.8%)、小米(1.08 万辆,环比 10.2%)、问界(1.02 万辆,环比 18.6%)。 临工重机&华为无人驾驶矿卡试验基地在济南启用 采埃孚与张家港经开区签署投资协议,扩大智能底盘本土化布局 九识智能与迪拜道路与交通管理局战略签约,共同启动"迪拜自动 ...
桐庐打造智慧物流新高地
Hang Zhou Ri Bao· 2025-09-25 03:08
Core Insights - The article highlights the milestone achievement of New Stone Technology in delivering the world's first fleet of 10,000 autonomous delivery vehicles, marking a significant transition from technology validation to large-scale commercial application in the logistics sector [1][2]. Company Overview - New Stone Technology, founded in 2018, aims to popularize autonomous vehicles globally and has achieved rapid growth, including the establishment of the world's first factory with a capacity for 10,000 units in 2019 and obtaining public road testing qualifications for autonomous delivery vehicles in 2021 [1]. - The company has delivered over 1,000 units annually by 2024 and its L4 autonomous vehicles have accumulated over 42 million kilometers in driving distance, covering more than 280 cities across 15 countries and regions [1]. Industry Context - The city of Tonglu, known as the "hometown of private express delivery in China," has a robust logistics infrastructure, with nearly two-thirds of the national express delivery volume (1.1 billion packages) handled by local companies, providing a natural testing ground for autonomous vehicle technology [2]. - The logistics-related industry in Tonglu is projected to generate revenue of 48 billion yuan, contributing to a county GDP exceeding 50.2 billion yuan by 2024 [3]. Strategic Developments - New Stone Technology's headquarters and R&D production base were established in Tonglu, with an expected annual output value of 100 million yuan and a cumulative output value projected to exceed 5 billion yuan within five years [2]. - The company has signed contracts to supply 10,000 autonomous vehicles to major logistics players, enhancing industry collaboration and synergy [2].
新石器完成万台无人车交付 无人配送迎来规模化拐点了吗?
Huan Qiu Wang· 2025-09-25 02:22
Core Insights - New Stone's unmanned vehicle has achieved a significant milestone with the delivery of its 10,000th vehicle, marking a critical step from technology validation to large-scale deployment within seven years since its establishment in 2018 [1][2] - The company emphasizes safety as a non-negotiable priority, focusing its research and operational efforts on safety through a perception solution that combines vision and laser radar [1][4] Group 1: Production and Delivery - New Stone's monthly sales are approaching 2,000 units, with an expectation to exceed 15,000 units for the year and a projected domestic demand of 40,000 to 50,000 units next year [2][4] - The company has transitioned from a trial phase to commercial operations, with a tenfold increase in delivery speed from 2024 onwards [2][4] Group 2: Market Dynamics - The growth in the unmanned vehicle sector is driven by a combination of technological advancements, market demand, and supportive policies, with key milestones including the open-source Transformer in 2021 and the opening of road rights for unmanned vehicles in Beijing [4][5] - The logistics industry is experiencing a shift towards a price competition phase, but New Stone believes the true business model lies in providing transportation services rather than selling vehicles [5][6] Group 3: Opportunities and Challenges - The company currently derives 70-80% of its sales from the express delivery sector, but non-express scenarios are rapidly emerging, with significant partnerships expanding from pilot projects to large-scale operations [6][7] - The transition from planned logistics to instant logistics presents a substantial market opportunity, potentially expanding the market size from millions to tens of millions of vehicles [6][7] Group 4: Future Outlook - New Stone aims for exponential growth in the unmanned vehicle market, targeting a long-term goal of reaching one million vehicles, contingent on the gradual opening of road rights based on demand [7] - The company faces challenges in global expansion, including local regulations and the need for localized operational teams, which complicates international market entry [6][7]
新石器完成1万台无人车下线交付
Zhong Guo Qi Che Bao Wang· 2025-09-24 06:33
9月23日,无人配送企业新石器无人车宣布,第10000台整车在浙江桐庐正式下线交付。桐庐作为民营快递之乡,聚集了3万多个覆盖全国且走向全球的 快递网点老板,在此设厂能贴近客户获取第一手需求反馈,还能吸引更多产业链上下游企业关注,形成产业集聚效应。 除快递场景外,新石器无人车还加速在即时物流、生鲜配送、医药冷链、团餐运输、社区零售等场景的部署,将成为新的增长驱动力。特别是今年下半 年以来,新石器通过与滴滴货运合作,向实时调度物流延伸。预计到今年底,新石器在快递以外场景的无人车铺设量将达4000至5000台,其中大部分用于实 时物流调度。 余恩源表示,公司原计划今年交付1万台,9-10月已提前一季度完成,剩余季度将保持2000台以上的产能和销量,全年有望突破1.5万台,力争年底现金 流转正,同时为明年国内4-5万台需求做产能准备,预计后年加上海外需求或超10万台。在海外布局上,余恩源强调中国在供应链上具有独特优势,美国等 海外竞品多仅具备算法但不具备供应链,整体成本是中国的10倍以上,目前新石器在中东、欧洲、东南亚等市场无海外竞对,但出海面临地方性法律法规及 本地化等挑战,难度堪比重新创业。 最近广东地区的台风天 ...
对话新石器余恩源:中国的无人车遥遥领先于全球,1万台下线只是新的开始
IPO早知道· 2025-09-24 05:37
Core Viewpoint - New Stone has established the world's first fleet of 10,000 unmanned delivery vehicles, marking a significant leap from technology validation to large-scale commercialization in the unmanned delivery industry [4][5]. Group 1: Company Milestones - Since its establishment in 2018, New Stone has achieved significant milestones, including the launch of the world's first 10,000-unit production facility in 2019 and obtaining the first batch of domestic unmanned delivery vehicle road qualifications in 2021 [4]. - The company delivered its 10,000th vehicle on September 23, 2023, and anticipates delivering 15,000 units by the end of the year, significantly exceeding its initial target [15][16]. Group 2: Market Expansion and Growth Drivers - New Stone is expanding its deployment beyond the express delivery sector into areas such as instant logistics, fresh food delivery, pharmaceutical cold chain, group meal transportation, and community retail, which are expected to drive new growth [5][18]. - The demand for unmanned vehicles in sectors outside express delivery has reached approximately 30%, with expectations that this could exceed 50% next year [18]. Group 3: Financial Performance and Profitability - The company has achieved monthly profitability and maintains a high gross margin, allowing it to avoid price wars while providing cost-effective services to customers [13][16]. - New Stone's operational strategy focuses on reducing hardware costs and operational expenses through advanced algorithms and modular hardware configurations [12]. Group 4: Competitive Landscape and Global Strategy - New Stone perceives a strategic opportunity in the global market, noting a lack of significant competition in various regions, including the U.S., where costs are substantially higher than in China [20][21]. - The company aims to leverage its supply chain advantages and technological capabilities to capitalize on the global demand for unmanned vehicles [21].
新石器无人车创始人兼CEO余恩源:无人车将重构全球物流基础设施
Zheng Quan Ri Bao Wang· 2025-09-24 02:47
本报记者 梁傲男 9月23日,新石器慧通(北京)科技有限公司旗下新石器无人车的第10000台整车在浙江桐庐正式下线交付,不仅标志着全 球首个万台规模的无人配送车队由此诞生,也意味着"无人配送"行业从技术验证步入大规模商业化落地的新时期。 交付现场,新石器无人车创始人兼CEO余恩源在接受《证券日报》记者采访时表示:"年初我们设定的年度目标是交付过 万台,目前进展速度超出预期。今年第四季度,我们将维持每月两千台以上的产能和销量,全年交付量预计突破1.5万台。" "第10000台车下线是新石器迈出的一小步,也是无人配送行业发展的新开始。"余恩源表示,相信无人车未来将重构整个 全球的物流基础设施,为客户更好地降本增效。 在经营层面,他提到,公司计划在未来几个月实现现金流转正,并已开始为明后年的市场爆发做准备。"明年仅国内市场 需求预计就将达到4万至5万台,后年全球需求有望突破10万台。我们正积极扩产桐庐等工厂的产能,并与多家主机厂协同合 作,强化生态能力,以应对即将到来的需求增长。" 有分析认为,一万辆的交付量不仅验证了企业技术的可靠性与可扩展性,还显著降低运营成本,提升商业可行性,加速盈 利进程,强化市场信心并吸引 ...
雪域高原 车轮滚滚
Zhong Guo Qi Che Bao Wang· 2025-09-01 09:49
d C CM 16 100 The Car Phone of inder of the Property t the W ag 52 1 - 19 r 1 t 201 TAG "我常听长辈们说,西藏自治区成立初期,拉萨只有几条简易公路,交通很闭塞。路不通,里面的人出不去,外面的人进不来,更别提发展了。"两岁便跟随 父辈来到拉萨的黄旭,见证了拉萨从通行不便一路发展到如今的"五城三小时"经济圈,综合立体交通网络构建起来。 70多年前,西藏当地的现代公路里程为0。直到1954年,全长4360公里的川藏和青藏公路同时通车拉萨,结束了西藏没有现代公路的历史。数据显示,截至 2024年底,西藏公路通车总里程已达12.49万公里,农村公路通车里程达到9.48万公里。 路通了,车就多了。根据西藏自治区公安厅公安交通管理局的数据,截至2024年,西藏自治区机动车保有量达106.7万余辆,驾驶人保有量超100.8万人。令 人欣喜的是,其中新能源汽车的身影不断增加。"电动汽车越来越多了,电动摩托越来越少了。"黄旭告诉记者。今年以来,西藏在贯彻落实国家汽车以旧换 新补贴政策的基础上,还推出"幸福西藏·惠享生活"系列促消费活动,为汽车 ...
滴滴投资新石器无人车,物流配送赛道再落一子
Sou Hu Cai Jing· 2025-08-14 13:02
Group 1 - Didi has invested in the autonomous delivery vehicle company, Xinshiqi, confirming its commitment to the autonomous delivery sector [2] - Didi Freight and Xinshiqi have recently collaborated in Qingdao to test autonomous vehicle delivery services, allowing users to order deliveries via the Didi platform [2] - Xinshiqi has deployed over 7,500 autonomous vehicles across more than 280 cities in 15 countries and regions, aiming to become the first L4 autonomous vehicle fleet to reach a scale of 10,000 vehicles by the end of this year [2] Group 2 - The rapid growth of e-commerce, fresh produce, and pharmaceutical industries is increasing consumer demands for delivery efficiency and service quality, indicating a broad development prospect for autonomous delivery [2] - The entry of major companies into the autonomous delivery field is expected to drive technological innovation and expand application scenarios [2] - Didi's involvement is seen as a strategic move to position itself in the future of autonomous delivery, potentially accelerating the transition of Xinshiqi's services from experimental to scalable profitability [2]
滴滴投资新石器无人车 此前双方已达成送货合作
Mei Ri Jing Ji Xin Wen· 2025-08-13 11:12
每经记者|赵雯琪 每经编辑|文多 今年2月,新石器宣布完成10亿元C+轮融资。该轮融资由多家物流龙头企业和中金资本等财务投资人共 同投资。 新石器此前曾公开表示,今年7月,新石器与滴滴出行旗下的滴滴送货达成合作。截至7月底,新石器无 人车已在全球15个国家和地区的280多座城市部署,累计部署数量突破7500辆,预计在今年内成为全球 首个万辆规模的L4(高度自动驾驶)级无人车队。 每经北京8月13日电(记者赵雯琪)今日有报道称滴滴已投资无人驾驶商用车企业"新石器"。《每日经 济新闻》记者从接近两家公司的知情人士处确认该信息属实。 ...
消息称滴滴投资新石器无人车
Guan Cha Zhe Wang· 2025-08-13 08:52
Core Insights - Didi has recently invested in the autonomous driving commercial vehicle company, Xinshiqi [1] - Didi Freight and Xinshiqi have collaborated in Qingdao to test autonomous vehicle delivery services [1] Company Overview - Xinshiqi was founded by Yu Enyuan in July 2018 and is headquartered in Beijing [1] - The company possesses full-stack technological capabilities, including software and hardware development, vehicle manufacturing, and intelligent scheduling [1] - Xinshiqi has applied for over 1,500 patents and has launched multiple models of autonomous vehicles catering to logistics, retail, and security needs [1] Market Position - Xinshiqi has become the largest supplier of autonomous vehicles for major companies such as SF Express, JD.com, and China Post, capturing over 90% of their autonomous delivery vehicle orders [1] - The company also holds over 70% of the autonomous delivery vehicle orders from platforms like Shunfeng, Jitu Express, and others [1] Deployment and Future Plans - Currently, Xinshiqi has deployed over 7,500 autonomous vehicles across more than 280 cities [1] - Yu Enyuan has indicated that Xinshiqi will complete the deployment of 10,000 autonomous vehicles earlier than initially expected, with plans to extend from planned logistics in the express delivery sector to real-time urban freight logistics in the second half of the year [1]