南都讯 深圳无人车迎来里程碑时刻！记者从最新发布的《深圳市功能型无人车12月运行与发展报告》 获悉，全市功能型无人车运营规模首次突破千台大关，达到1122台，环比增长超过两成。这标志着深圳 无人车实现了规模化运营的关键一跃，稳居全国城市第一梯队，"深圳速度"再次在智能网联赛道得到印 证。 在规模化运营的驱动下，无人车运行效率与路网覆盖同步提升。截至12月，全市开放线路总里程已达 6393公里，覆盖多个区域，其中罗湖、宝安线路密度增长显著，车辆平均在线率也持续稳定在86%。 在此高效运行的基础上，无人物流车当月总运营里程达24.5万公里，共完成配送187万单，包括快递167 万单与生鲜约20万单，配送总量环比大幅增长49%。这不仅体现了服务能力的提升，也同步带来了显著 的经济效益——初步估算，无人配送当月创造商业价值约1658万元，综合成本节约近190万元。 | 车辆类型 | 12月新增车辆数（台） | 12月运营车辆数(台) | 12月运营车辆环比增长率 | | --- | --- | --- | --- | | 无人物流车 | Tਰੇਰੇ | 718 | 38% | | 无人环卫车 | 7 | 400 | ...

Core Insights - Shenzhen has released its first monthly report on the operation and development of functional unmanned vehicles, showcasing their transition from experimental to commercial value [1][3] - The report indicates a significant increase in the operational scale and commercial viability of functional unmanned vehicles in Shenzhen [3][5] Operational Scale - As of August, Shenzhen has opened 1,170 routes for functional unmanned vehicles, totaling 3,185 kilometers, with 44 new routes added in August alone [1] - The number of operational functional unmanned vehicles reached 764 in August, with a month-on-month increase of 45 vehicles [1] Market Competition - The report highlights the competitive landscape among unmanned vehicle brands in Shenzhen, with Meituan leading in monthly driving mileage at 11.2 million kilometers, significantly surpassing New Stone's 3.5 million kilometers [2] - New Stone has the largest active vehicle count at 148, followed by Meituan with 119, while other brands like White Rhino and Jiushi Intelligent have significantly fewer active vehicles [2] Commercial Value - In August, functional unmanned vehicles in Shenzhen completed 900,000 deliveries, generating approximately 7.6 million yuan in commercial value [3] - The average delivery volume per vehicle exceeds 200 orders per hour, outperforming traditional delivery vehicles [3] Safety Metrics - The responsibility traffic accident rate for functional unmanned vehicles in Shenzhen was only 0.04 incidents per 10,000 kilometers in August, indicating a high level of operational safety [3] - The average manual intervention rate was 0.016 times per kilometer, with a compliance rate of 91.6% [3] Business Ecosystem Development - Companies are diversifying their operational strategies, with SF Express testing unmanned delivery in university campuses to enhance service capabilities [4] - New Stone is conducting pilot inspections using unmanned vehicles equipped with various sensors to improve urban management [4] Industry Growth Projections - The low-speed unmanned driving industry in China is projected to reach a sales scale of 12.3 billion yuan in 2024, with a year-on-year growth of 45% [5] - By 2030, the sales volume of low-speed unmanned vehicles is expected to exceed 95,000 units, with sales potentially surpassing 41 billion yuan [5]

Summary of Conference Call Notes Industry or Company Involved - **Zhongheng Design**: Awarded a project for Shandong Arrow Yuan Aerospace Technology [1] - **Beijing Arrow Yuan Technology**: Developed the "Yuanxingzhe No. 1" verification rocket [2] - **North Chemical Co.**: Incident involving an explosion at a chemical workshop [5] - **Qianyuan Pharmaceutical**: Focus on smoking cessation drugs [5] - **Aok Shares**: Involved in the production of PEG-related products [6] - **Digital Government**: First company in unmanned inspection vehicles [6] Core Points and Arguments - **Zhongheng Design**: The company secured a contract in 2024 to provide architectural design services for Arrow Yuan Technology's aerospace production base [1] - **Beijing Arrow Yuan Technology**: Successfully conducted the first flight recovery test of the "Yuanxingzhe No. 1" rocket at Dongfang Spaceport [2] - **North Chemical Co.**: A chemical workshop explosion in Wuyi County is expected to impact nitrocellulose production capacity by 9,000 tons; the company holds over 30% of domestic nitrocellulose capacity [5] - **Qianyuan Pharmaceutical**: The market potential for smoking cessation drugs is significant, with approximately 3.5 billion smokers in China; the drug Varenicline is positioned as a leading product in this market [5] - **Aok Shares**: The company has a high gross margin of 53% from its PEG products, which are used in various pharmaceutical applications [6] - **Digital Government**: The company is pioneering unmanned inspection vehicles, targeting a market space of 240 billion; one unmanned vehicle can replace 30,000 to 40,000 inspection personnel [6][7] Other Important but Possibly Overlooked Content - **North Chemical Co.**: The company achieved a net profit of approximately 30 million yuan in Q1 2025, marking a turnaround from previous losses [5] - **Qianyuan Pharmaceutical**: The cost of Varenicline treatment is estimated at 1,700 yuan for 12 weeks or 3,500 yuan for 24 weeks, indicating a substantial market opportunity [5] - **Digital Government**: The company has established a strong presence in multiple cities with its unmanned vehicles, enhancing operational efficiency and reducing the workload of ground staff [6] - **Future Developments**: Significant government interest in ongoing projects, with high-level inspections scheduled, indicating potential for increased investment and project acceleration [7][8]