便宜、有用，是郭海英不断复购无人车的原因。相比大货车要凑够1500件包裹才发车，无人车装满600件即可出发，一天能跑三四趟。无需司 机、不挑时间、不怕辛苦，哪怕是最偏远的村庄，它也能精准识别路线，准时送达。 降低亏损、补充人力 11月18日下午4点半，新疆博尔塔拉蒙古自治州精河县，气温已降至-7℃。中通网点老板兰树新从加厚羽绒服中掏出手机，打开新石器的App，点击发车按 钮，一台白色无人车缓缓驶出仓库，踏上当天的投递路线。 这台车没有驾驶舱，高度只到成年人肩膀。外观看起来就是一个大铁箱，全靠前方两只大眼睛似的激光雷达辨认物体和路线。它每天固定跑8个驿站，配 送500多件包裹。兰树新粗略算过，光油费和人力成本，一天就能省下200元，如果单日投递量能达到1000件，一年能回本。 在精河这样地广人稀的县，无人车尤其能发挥作用——当地面积是北京市朝阳区的24倍，人口却只有朝阳区的1/24，有的村子离网点60公里，一趟往往只 送两三件快递，跑一趟很不划算，无人车则填补了这一段司机不愿意跑、网点又不能放弃的"亏本地带"。 最初上路时，兰树新专门骑着电瓶车一路跟着，眼看它在空无一人的戈壁滩上缓慢前行，遇到行人会自动播报"请 ...

今年的"双11"静悄悄。然而，快递业反"内卷"逐渐升级、电商新业态新模式加速涌现等新变化正在酝酿 中，不仅带来新机遇，也将带来新问题。本报今起推出"'双11'之后"系列报道，关注这些新变化新问题 将如何演进，会给行业和市场带来哪些影响？ 价格战的持续，不仅压缩了利润空间，更拖累了服务质量。近年来，快递行业已成为消费者投诉 【下 载黑猫投诉客户端】的"重灾区"，暴力分拣、投递延误、快件丢失等问题时有发生。 在此背景下，监管层面对"行业生态底线"的守护态度愈加坚定。7月，国家邮政局党组召开会议，强调 要按照"五统一、一开放"基本要求，进一步加强行业监管，完善邮政快递领域市场制度规则，旗帜鲜明 反对"内卷式"竞争，依法依规整治末端服务质量问题，为建设全国统一大市场贡献行业力量。 "双11"大促落幕，快递业"涨价潮"却仍在持续。在广东省广州市，一家快递网点工作人员告诉记者，此 轮涨价只针对特价电商轻件及大客户低价件，1公斤价格上浮约0.2元，个人散户寄件价格不变。 从浙江义乌率先设定1.2元单票底价到广东跟进1.4元成本线要求，再到京津冀、华中地区集体跟涨…… 数据显示，目前已有22个省份陆续上调快递价格，范围覆盖华 ...

Core Viewpoint - The collaboration between Jiangsu SF Express Co., Ltd. and Nanjing Urban Lighting Construction and Operation Group Co., Ltd. aims to integrate smart logistics with urban infrastructure, establishing a modern delivery system that utilizes drones, unmanned vehicles, and building robots [1] Group 1 - Jiangsu SF Express and Nanjing Urban Lighting signed a project cooperation agreement [1] - The partnership focuses on the deep integration of smart logistics and urban infrastructure [1] - The modern delivery system will feature a combination of "drone + unmanned vehicle + building robot" for ground and aerial coordination [1]

便宜、有用，是郭海英不断复购无人车的原因。相比大货车要 凑够1500件包裹才发车，无人车装满600件即可出发，一天 能跑三四趟。无需司机、不挑时间、不怕辛苦，哪怕是最偏远 的村庄，它也能精准识别路线，准时送达。 作者：任晓宁 周悦 封图：东方IC 11月18日下午4点半，新疆博尔塔拉蒙古自治州精河县，气温已降至-7℃。中通网点老板兰树新从加厚羽绒服中掏出手机，打开新石器的App，点击 发车按钮，一台白色无人车缓缓驶出仓库，踏上当天的投递路线。 这台车没有驾驶舱，高度只到成年人肩膀。外观看起来就是一个大铁箱，全靠前方两只大眼睛似的激光雷达辨认物体和路线。它每天固定跑8个驿站， 配送500多件包裹。兰树新粗略算过，光油费和人力成本，一天就能省下200元，如果单日投递量能达到1000件，一年能回本。 在精河这样地广人稀的县，无人车尤其能发挥作用——当地面积是北京市朝阳区的24倍，人口却只有朝阳区的1/24，有的村子离网点60公里，一趟往 往只送两三件快递，跑一趟很不划算，无人车则填补了这一段司机不愿意跑、网点又不能放弃的"亏本地带"。 最初上路时，兰树新专门骑着电瓶车一路跟着，眼看它在空无一人的戈壁滩上缓慢前行，遇 ...

Core Viewpoint - The postal industry in China has shown significant growth in delivery volume, with a focus on high-quality development driven by policies against excessive competition and advancements in automation technology [1] Industry Summary - The total delivery volume in the postal industry reached 177.25 billion pieces from January to October this year, marking a year-on-year increase of 14.0% [1] - The express delivery volume accounted for 162.68 billion pieces, reflecting a year-on-year growth of 16.1% [1] - The "anti-involution" policy is expected to enhance industry profitability, while the integration of unmanned technology is likely to accelerate transformation within the sector [1] Company Summary - Companies like JD, Cainiao, and SF are actively investing in unmanned vehicle technology, supported by policy initiatives, technological advancements, and capital investment [1] - The rise of new business models, such as lower-tier e-commerce, is becoming a major driving force for the express delivery industry, with a notable trend towards lighter and smaller packages [1] - The "anti-involution" policy is yielding positive results, with various regions implementing price floors and penalty mechanisms to curb disordered low-price competition, leading to an optimized industry landscape [1]

Core Viewpoint - The Chinese express delivery industry is currently in an optimal strategic opportunity period, with a shift away from low-price competition being both a government requirement and a necessity for companies and their networks [1] Industry Trends - The express delivery industry has experienced a price recovery since July, with Tongda Rabbit's prices rising for four consecutive months, indicating a consensus against "involution" within the industry [1] - The intense competition has accelerated industry differentiation, highlighting the positive cycle for companies that provide good service, have large scale, low costs, and strong profitability [1] Company Strategy - The company will adhere to self-discipline and lead the resistance against "involutionary" price competition, aiming to maintain a healthy market order [1] Technological Advancements - AI has been fully applied across the express delivery industry, with significant use of smart devices such as unmanned vehicles, unmanned cabinets, and unmanned sorting systems, which notably reduce costs and improve quality [1] - The express delivery sector has become a leading industry in the application of new technologies and equipment due to its advantageous scenarios [1]

Core Insights - JD Logistics reported a total revenue of 55.1 billion yuan for Q3 2025, representing a year-on-year growth of 24.1% [1] - The adjusted net profit for JD Logistics reached 2.02 billion yuan [1] - The company plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years [1] Financial Performance - Total revenue for Q3 2025: 55.1 billion yuan [1] - Year-on-year revenue growth: 24.1% [1] - Adjusted net profit: 2.02 billion yuan [1] Future Plans - Planned procurement of 3 million robots over the next five years [1] - Planned procurement of 1 million unmanned vehicles [1] - Planned procurement of 100,000 drones [1]

Core Insights - The article emphasizes the transition from "intelligent emergence" to "effect emergence" in the AI industry, highlighting that companies must effectively utilize AI to remain competitive and individuals must harness AI to shape their futures [2][4][11] - Baidu, as one of the earliest adopters of AI, is showcasing a Chinese solution to help enterprises internalize AI capabilities, marking a new phase in realizing AI's commercial value [2][4] AI Industry Structure - The AI industry structure is shifting from an unhealthy "pyramid" to a healthy "inverted pyramid," where the value generated by models is ten times that of chips, and AI applications can create a hundred times the value of models [4][6] - This new structure promotes a sustainable ecosystem where applications, rather than chips, are the primary value creators [4][6] Internalizing AI Capabilities - Companies are encouraged to internalize AI capabilities, transforming AI from a cost into a productivity driver, enhancing decision-making, discovering new growth points, and improving efficiency [4][6][11] - Three representative application directions for internalizing AI capabilities include: 1. AI replacing repetitive tasks, exemplified by tools like Wenxin Kuai Ma for programming assistance [4][6] 2. Unlimited supply of productivity through AI-generated content, with 70% of search results now being AI-generated [4][6] 3. AI surpassing human cognition by discovering previously unknown solutions through enhanced model training [4][6] Digital Humans as New Interfaces - Digital humans are identified as a new multimodal product form and a universal interaction interface in the AI era, with significant application potential [6][8] AI Transformation in Search - Baidu is leading the global transformation of search engines by integrating AI into search result pages, achieving a 70% coverage of rich media in top search results, enhancing user experience [6][9] Autonomous Vehicles and Future Mobility - The advent of autonomous vehicles is expected to revolutionize urban living, with projections indicating a significant reduction in ride-hailing costs and a corresponding increase in demand [6][9] AI for Optimal Solutions - Baidu introduced a self-evolving AI system called "Famo," capable of finding global optimal solutions across various fields, including transportation and energy [8][9] Call to Action - The article concludes with a call for individuals and organizations to adapt their problem-solving approaches to leverage AI effectively, emphasizing the need for a collective effort to realize the potential of AI in driving productivity and economic growth [8][11]

Core Insights - Alibaba's charity initiative, in collaboration with Taobao Flash and Cainiao Network, aims to enhance elderly care services on Huaniao Island by introducing drone delivery alongside existing unmanned vehicle services [1][6] Group 1: Elderly Care Services - Huaniao Island, part of Zhoushan, has a population of less than 1,000, with over 70% aged 60 and above, facing challenges in meal preparation and access to food [2] - The establishment of "Dad's Kitchen" aims to provide affordable, nutritious meals daily to elderly residents, addressing the issue of access to hot meals [2][7] - The distance from the kitchen to the farthest village, Lighthouse Village, is 5.8 kilometers, complicating access due to the island's hilly terrain and lack of motor vehicle roads [2] Group 2: Technological Solutions - Customized unmanned vehicles have been developed to navigate the island's challenging terrain, successfully delivering meals and essential goods to remote areas [3] - The introduction of drone delivery services enhances emergency response capabilities, allowing for quick delivery of meals, medications, and other necessities [6][7] - The project aims to bridge the public service gap between urban and rural areas, leveraging technology to support elderly care and improve living conditions [7]

Core Insights - The core message emphasizes the transformation of AI from a cost to a productivity driver, highlighting the importance of integrating AI into every task for both enterprise growth and personal development [3][6][14] AI Industry Structure - The AI industry structure is shifting from an unhealthy "pyramid" model to a healthier "inverted pyramid" model, where applications generate significantly more value than the underlying chips [4][6] - In the inverted pyramid, models should create 10 times the value of chips, and applications should generate 100 times the value of models, fostering a sustainable ecosystem [6][10] Internalizing AI Capabilities - Companies need to internalize AI capabilities, which can enhance decision-making, identify new growth points, reduce costs, increase profit margins, and shorten innovation cycles [6][14] - Three representative application directions for internalizing AI capabilities include: 1. AI replacing repetitive tasks, such as coding assistance tools [6] 2. Unlimited supply of productivity through AI-generated content, with 70% of search results being AI-generated [6][10] 3. AI surpassing human cognition by discovering previously unknown solutions through enhanced data processing [6] Digital Humans - Digital humans represent a new universal interface in the AI era, facilitating natural human-machine interactions and applicable across various sectors like e-commerce, education, and healthcare [10] AI Transformation in Search - Baidu is leading the global transformation of search engines by integrating AI into search result pages, moving from text-based results to rich media content, achieving a 70% coverage of rich media in top search results [10] Autonomous Vehicles - The advent of autonomous vehicles is expected to revolutionize urban living, with projections indicating a significant reduction in ride costs and a corresponding increase in demand [11] Global Optimal Solutions - Baidu introduced a new intelligent system capable of finding global optimal solutions across various fields, utilizing evolutionary algorithms to simulate complex problem-solving processes [11] Call to Action - A call for individuals and organizations to adapt their problem-solving approaches to leverage AI capabilities, aiming for a productivity revolution that translates "intelligent dividends" into "social dividends" [14]