产业观察 [table_Header] 2025.12.18 【具身智能产业动态】希迪智驾启动全球招股，众 产业研究中心 擎机器人完成 10 亿元 A1 加及 A2 轮融资 摘要：产业最新趋势跟踪，点评产业最新风向 地平线发布具身智能小脑基座模型 HoloMotion 和大脑基座模型 HoloBrain 立中集团与伟景智能签署 7500 万元人形机器人加工件定点采购协议 [Table_Summary] 具身机器人产业动态 松延动力获 1000 台小布米 Bumi 人形机器人订单 拉美电商巨头 Mercado Libre 与 Agility Robotics 达成商业部署合作，Digit 机器 人将进入核心物流体系 欧洲私募巨头 EQT 拟推动被投企业部署至多 10000 台 1X 人形机器人 星尘智能推出 Lumo-1 具身模型，让机器人心手合一，迈进推理-行动闭环时代 灵初智能发布全球首个灵巧手真实世界具身数采引擎 Psi-SynEngine 智元开源 VideoDataset：基于 GPU 硬件解码的 VLM 训练加速利器 智元宣布第 5000 台通用具身机器人正式下线 智能汽车产业动态 汽车销量榜：11 ...

Core Viewpoint - New Stone Technology (Beijing) Co., Ltd. has made significant progress in the large-scale application of its autonomous delivery vehicles by partnering with major logistics and public transport companies in Shenzhen to explore an innovative model that integrates public transport, logistics, and automation [1][2]. Group 1: Partnership and Innovation - New Stone has signed cooperation agreements with major logistics companies (SF Express, YTO Express, ZTO Express) and public transport groups in Shenzhen to create a benchmark for the integration of public transport and smart logistics [1]. - The innovative aspect of this model lies in utilizing the extensive bus station network in Shenzhen, allowing for charging, scheduling, and storage support for autonomous delivery vehicles [1][2]. - The public transport group can leverage big data and road network knowledge to optimize routes for autonomous delivery vehicles, enhancing safety and efficiency [1]. Group 2: Market Position and Growth - New Stone's fleet of autonomous delivery vehicles exceeds 7,500 units, with a cumulative driving distance of over 42 million kilometers, positioning the company as a leader in the global market [2]. - The last mile delivery, which constitutes 50%-60% of total logistics costs, is identified as a key area where autonomous delivery vehicles can provide significant value [2]. - The autonomous delivery vehicle market has seen a drastic reduction in prices, with current average prices around 50,000 yuan, down from 200,000-300,000 yuan between 2019 and 2021 [3]. Group 3: Future Outlook and Strategy - New Stone aims to deploy 10,000 autonomous vehicles earlier than initially planned, with expectations of a tenfold growth in the industry by 2025 [4]. - The company has established a production system capable of manufacturing 10,000 L4 autonomous vehicles annually, maintaining a leading position in scalable delivery [5]. - The business model is evolving from hardware sales and leasing to building a capacity platform for large-scale logistics services [5]. Group 4: Regulatory and International Expansion - New Stone has obtained road qualifications in over 250 cities and regions across China, covering more than 80% of open areas, and has exported vehicles to 15 countries with customized operational solutions [6]. - The company emphasizes the need for improved legal frameworks and industry standards to facilitate large-scale commercialization of autonomous vehicles [6].

Group 1 - Deep Blue Automotive refuted claims regarding in-vehicle advertising, stating that ads only appear when the vehicle is in park mode and can be closed by the user, ensuring no safety risks while driving [1] - Faraday Future announced 600 new paid pre-orders for the FX Super One, bringing the total to 2,500 units, following their annual shareholder event in Los Angeles [1] - New Stone Technology reported a tenfold increase in the development speed of unmanned delivery vehicles, with monthly deliveries exceeding 1,000 units, and projections indicating that monthly deliveries could surpass 2,000 units in the second and third quarters [1] Group 2 - The Indian government introduced a new electric vehicle policy allowing eligible companies to import electric vehicles at a 15% reduced tariff, contingent on local investment and production requirements [1]