当AI大模型迈入规模化应用新阶段，具身智能等关键技术实现突破性进展，无人化浪潮正如潮水般势不可挡，特别是低速无人驾驶进入"商用元年"，迅速改 写各行各业的传统运作模式。 出人意料的是，相较于备受瞩目的无人物流车、无人出租车遭遇路权、车牌审批等问题，看似市场总量更小的无人环卫赛道，却能更快完成大规模商业化部 署，已然在城市治理中扮演着愈发关键的角色。 不久前，央视新闻在报道工业和信息化部副部长辛国斌介绍我国汽车产业示范应用成果时，画面还专门给到酷哇(COWA)科技、飞吧科技、文远知行等头部 无人环卫机器人品牌产品。 近期发布的《低速无人驾驶清扫车行业发展蓝皮书(2024版)》显示，根据低速无人驾驶产业联盟数据、新战略低速无人驾驶产业研究所不完全统计，2023年 中国无人驾驶清洁环卫销售规模约24.1亿元，各类无人环卫车及商用清洁机器人(不含小型家用清洁机器人、墙面清洁机器人)销售数量超14000台。 本文将以COWA为例，从赛道差异、矩阵式壁垒、盈利能力及行业前景等维度，深度解析行业发展路径。 赛道差异：不只"无人"，更在于"环卫" 提及无人车，多数人首先想到的是承载物流运输的无人物流车或面向出行场景的Robo ...

环卫工作一直以来都被认为是一项又脏、又累且危险的工作——高温下的垃圾腐臭、车流中的安全隐患、重 复作业的体力透支，让环卫行业成为典型的劳动密集型领域。然而，随着科技的不断进步，这一传统行业的 格局正在被悄然改变。 机器人产业是当今世界最具活力和潜力的高新技术产业之一，它融合了机械工程、电子技术、计算机科学、 人工智能、控制理论等多学科领域的前沿技术。 无人环卫机器人的爆发式应用，背后是技术成熟与市场需求的双重驱动。作为服务机器人细分领域的重要分 支，其融合了激光雷达、视觉识别、自动驾驶、智能调度等核心技术，可实现24小时连续作业、极端天气稳 定运行、危险区域无接触清洁。 无人环卫机器人的崛起，是机器人产业蓬勃发展的缩影。根据统计，2023年中国机器人市场规模突破1300亿 元，五年行业复合增速为19.46%。 据央视财经报道，在广东深圳，无人环卫机器人已经开始大规模投入使用。在深圳大运中心体育场外的广场 上，记者看到一台无人清扫机器人正在高效地进行清洁作业。它能够按照提前预设的路线，实现垃圾的自动 清扫和倾倒。据现场负责人介绍，该区域原本需要4名环卫工人耗时半天完成的清洁任务，如今使用无人清 扫机器人之后，仅 ...

Market Overview - On September 15, the Shanghai Composite Index fell by 0.26% after a brief rise. The Huaxia Sci-Tech AI ETF (589010) decreased by 1.16% following three consecutive days of gains, indicating a normal pullback in a market that is currently stabilizing and rebounding. The index remains above all moving averages, maintaining a long-term positive trend [1] - The total trading volume for the day reached 1.528 billion yuan, indicating active market participation with significant capital inflow. The Robot ETF (562500) attracted 245 million yuan in a single day, with a net inflow of 964 million yuan over the past five trading days [1] Key Developments - On September 15, Yushu Technology announced the open-source UnifoLM-WMA-0, a world model-action framework designed for general robotics learning, featuring a simulation engine and strategy enhancement capabilities [2] - The Meta Connect 2025 conference is scheduled for September 17-18, focusing on the integration of AI glasses and the metaverse. Mark Zuckerberg is expected to present the latest developments in AI glasses and Meta's vision in this domain [2] - The commercial operation of unmanned sanitation robots has begun in multiple cities across China, achieving nearly ten times the efficiency of human workers. Cities like Guangzhou plan to increase the number of unmanned cleaning devices to 1,000 by 2026 [2] Institutional Insights - According to Open Source Securities, China is one of the largest semiconductor markets globally. The ongoing expansion of AI infrastructure in the country is expected to drive growth in the domestic enterprise storage market. With increasing storage demands from data centers, domestic internet companies may face a demand gap, benefiting local enterprise storage manufacturers [2] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation and flexibility in small and mid-cap stocks [3]

Core Insights - The sanitation industry is undergoing a significant transformation driven by automation, particularly with the large-scale deployment of unmanned sanitation robots in Shenzhen, Guangdong [1] - The use of unmanned cleaning robots has drastically reduced the time required for cleaning tasks, with a specific example showing a reduction from four workers over half a day to just two and a half hours [1] - The manufacturing companies involved in this sector are experiencing a surge in production orders, with one company reporting an order value exceeding 35 million yuan, representing over 100% growth compared to the previous year's sales [1] - The "Low-speed Unmanned Cleaning Vehicle Industry Development Blue Book" predicts that the market size for unmanned sanitation services in China will reach 280 billion yuan by 2025 [1]