来源丨经济观察报（ ID：eeo-com-cn） 作者丨 任晓宁 周悦 图源丨Midjourney 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"请保持两米距离"，碰上障碍物会自动刹 停，直到驿站老板手动解锁。"它比我驾车规范。"兰树新说。后来他不再跟着了，只用手机查看运行状 ...

Core Insights - The article highlights the rapid adoption and operational efficiency of unmanned delivery vehicles in the logistics sector, particularly in remote areas where traditional delivery methods are less viable [2][3][4][5][6]. Group 1: Unmanned Vehicle Adoption - Unmanned delivery vehicles are increasingly being deployed across various provinces, with over 6,000 units expected to be operational by the end of 2024, surpassing the number of unmanned taxis [3][10]. - Major logistics companies like Zhongtong, Jitu, and Shunfeng have invested heavily in unmanned vehicles, with Zhongtong deploying nearly 3,000 units and plans for further expansion [3][4]. - The cost of unmanned vehicles has significantly decreased, with prices dropping from over 1 million yuan in 2018 to a range of 40,000 to 70,000 yuan by 2025, making them more accessible for logistics companies [13][14]. Group 2: Operational Efficiency and Cost Savings - Unmanned vehicles can operate in sparsely populated areas, reducing delivery costs significantly. For instance, one operator reported saving 200 yuan daily on fuel and labor costs [2][4]. - In rural areas, unmanned vehicles can deliver packages even when not fully loaded, making operations more cost-effective compared to traditional delivery methods [4][5]. - The use of unmanned vehicles has allowed logistics companies to address labor shortages, particularly in regions where attracting delivery personnel is challenging [5][6]. Group 3: Technological Advancements - Continuous improvements in unmanned vehicle technology, including better sensors and algorithms, have enhanced their operational reliability in various weather conditions [7][14]. - Companies like Jiushi Intelligent are iterating their vehicle models annually to adapt to different climates and road conditions, ensuring stable performance [7][12]. - The integration of software updates and real-time data collection is helping to optimize the performance of unmanned vehicles in real-world scenarios [7][12]. Group 4: Regulatory Environment and Challenges - The deployment of unmanned vehicles is contingent on local government regulations, with over 100 cities having opened road rights for these vehicles, though the distribution remains uneven [10][12]. - Companies are actively engaging with local authorities to establish operational frameworks and ensure compliance with safety standards [9][10]. - Despite the growing acceptance of unmanned vehicles, concerns about liability and accident management remain, necessitating clearer legal frameworks [15][16]. Group 5: Future Outlook - The logistics industry is optimistic about the long-term integration of unmanned vehicles, viewing them as a transformative force in delivery operations [16][17]. - Recent government initiatives are promoting the use of unmanned vehicles, indicating a supportive policy environment for their continued expansion [16][17]. - The consensus within the industry is that the introduction of unmanned vehicles marks the beginning of a new phase in logistics, rather than an endpoint [17].

Core Insights - The article highlights the rapid growth and commercialization of unmanned logistics delivery, predicting 2025 as a pivotal year with significant deliveries expected [2][4][11] - The industry is experiencing unprecedented activity, with major logistics companies accelerating the deployment of unmanned delivery services and securing substantial financing despite a challenging capital environment [4][12][19] Group 1: Industry Overview - Unmanned delivery is defined as an intelligent logistics system that automates the transportation of goods from warehouses to consumers [5] - As of September 2025, over 1,900 out of 3,600 districts in China support unmanned vehicles, indicating a 53% coverage rate [7] - Major cities like Beijing, Shanghai, and Shenzhen are leading the adoption of unmanned vehicles due to supportive policies and financial incentives [8][10] Group 2: Market Dynamics - The market for urban unmanned delivery is projected to reach 12.8 billion yuan by 2025 and surge to 97.7 billion yuan by 2030 [4] - The collective entry of logistics giants into the unmanned delivery space is a significant factor driving industry growth, with companies like Zhongtong and Shentong planning to deploy thousands of unmanned vehicles [12][14] - The industry is characterized by a competitive landscape, with startups like New Stone and Nine Senses capturing approximately 80% of the market share [20] Group 3: Technological and Policy Factors - Government policies have played a crucial role in facilitating the growth of unmanned delivery, with over 200 cities opening road rights for unmanned vehicles [11] - Technological advancements and declining hardware costs have made unmanned delivery vehicles more accessible, with prices dropping from 200,000-300,000 yuan to around 50,000 yuan [11][12] - The integration of unmanned delivery vehicles into existing logistics frameworks is seen as a solution to address core pain points in the logistics industry, such as high personnel costs and low vehicle utilization rates [15][17] Group 4: Challenges and Future Outlook - Despite the rapid growth, the industry faces challenges in finding a sustainable profit model, with many companies still struggling to achieve profitability [29] - The competition is shifting from hardware capabilities to operational efficiency, emphasizing the importance of managing large fleets effectively [36][38] - The article suggests that the future of unmanned delivery will likely see a consolidation of power among a few dominant players, potentially leading to a monopolized infrastructure [25][27]

Core Insights - Smart logistics is a key path to address traditional logistics challenges such as low efficiency, high costs, poor experience, and high energy consumption, leveraging technologies like IoT, big data, cloud computing, blockchain, and AI to create an automated and intelligent logistics system [1][11][12] Summary by Sections Goals of Smart Logistics - The core objectives focus on five dimensions: improving logistics efficiency, reducing overall logistics costs, optimizing customer service experience, achieving green sustainable development, and ensuring supply chain security [24][25][26][28][29] Main Content of Smart Logistics - The system architecture includes three main components: physical infrastructure (smart logistics hubs, smart channels, and intelligent terminal devices), intelligent transport tools (autonomous trucks and delivery vehicles), and operational platforms (digital management systems) [31][32][34] Key Technologies and Applications - Key technologies driving smart logistics include IoT, big data, AI, blockchain, and digital twins, with large models becoming a new engine for efficiency breakthroughs in areas like intelligent customer service and supply chain forecasting [45][46][49] Application Scenarios - Smart logistics has penetrated various scenarios such as multimodal transport, e-commerce instant logistics, industrial supply chains, and last-mile delivery, with companies like JD Logistics and Amazon demonstrating differentiated development paths [2][6] Development Trends - Future trends in smart logistics include deeper technology integration, green low-carbon operations, and service customization, requiring policy support, innovation focus, and enhanced safety and ecological collaboration [9][10]

"货量只在活动当天有一点点增量，基本没感觉，周围的人基本不再提及'双11'。"今年"双11"落幕之 后，一位广东"通达系"快递公司老板向《每日经济新闻》记者如此表示。 对于网点老板来说，这或许是"史上最无感双11"。多家快递网点老板均对记者表示，今年"双11"期间， 网点的单量几乎与去年同期持平，网点已不会像以前那样为了"双11"专门提前招兵买马。"今年'双11'那 三波促销节点当天，最大单量也就比平日多几千单。"一位网点老板告诉记者。 从数据看，今年"双11"期间全国邮政快递企业快递包裹日均揽收量为6.34亿件，是日常业务量的 117.8%，而且单日业务量峰值（7.77亿件）依然刷新纪录。 网点老板们为何无感？一方面是因为"战线"持续拉长，"双11"包裹量早已不聚集在某几天；另一方面则 是因为自动化设备普及，今年快递公司较大规模地投入无人车，让送货和收货高峰显得从容且平常。 相比国内快递市场的平静，国际市场正为快递企业带来新的增量。11月14日，极兔速递披露的数据显 示，在菲律宾的"双11"期间，极兔速递日均包裹量对比平日增长55%。新加坡、印尼与越南等市场的包 裹量在11月初的促销期中也增长显著，其中，越 ...

每经记者：赵雯琪每经编辑：文多 "货量只在活动当天有一点点增量，基本没感觉，周围的人基本不再提及'双11'。" 今年"双11"正式落幕，一位广东"通达系"快递公司老板向《每日经济新闻》记者（以下简称每经记者）如此表示。 对于网点老板来说，这或许是史上最无感的"双11"。多家快递网点老板均对每经记者表示，今年"双11"期间，网点的单量几乎与去年同期持平，网点已不会 像以前那样为了"双11"专门提前招兵买马。"今年'双11'那三波促销节点的当天，最大单量也就比平日多个几千单。"一位网点老板告诉每经记者。 但从数据看，今年"双11"期间全国邮政快递企业快递包裹日均揽收量为6.34亿件，是日常业务量的117.8%，而且单日业务量峰值（7.77亿件）依然刷新纪 录。 "" ""图片来源：网页截图 那网点老板们为何无感？一方面是因为"战线"持续拉长，"双11"包裹量早已不聚集在某几天；另一方面则是因为自动化设备普及，今年快递公司较大规模地 投入无人车，这让送货和收货高峰显得从容且平常。 相比于国内快递市场的平静，国际市场正为快递企业带来新的增量。11月14日，极兔速递披露的数据显示，在菲律宾的"双11"期间，极兔速递日均 ...

Core Insights - The express delivery industry in China experienced significant growth during the "Double 11" shopping festival, with a total of 13.938 billion packages delivered from October 21 to November 11, averaging 634 million packages per day, which is 117.8% of the regular business volume [1] - The peak daily delivery volume reached 777 million packages, setting a new record for single-day delivery [1] - The industry is increasingly collaborating with e-commerce platforms to enhance operational efficiency and service quality [1] Group 1: Industry Performance - The express delivery market continues to expand, supporting consumption upgrades and economic growth [1] - The duration of the peak season is longer, with substantial business volume putting pressure on service networks [1] - Major express companies are adopting advanced technologies, such as AI systems and unmanned delivery vehicles, to improve delivery efficiency [1] Group 2: Green Transformation - During the "Double 11" period, SF Express reduced carbon emissions by nearly 100,000 tons through a comprehensive green logistics system [2] - JD.com promoted the use of recyclable packaging materials, resulting in a reduction of 15,000 tons of carbon emissions [2] - The industry is making significant strides in green development by collaborating with e-commerce platforms to enhance sustainable practices [2]

Core Insights - The express delivery industry in China experienced significant growth during the "Double 11" shopping festival, with a total of 13.938 billion packages delivered from October 21 to November 11, averaging 634 million packages per day, which is 117.8% of the regular daily volume [1] - The peak daily volume reached 777 million packages, setting a new record for single-day delivery [1] - The industry is increasingly collaborating with e-commerce platforms to enhance operational efficiency and service quality [1] Group 1: Industry Performance - The express delivery market continues to expand, supporting consumption upgrades and economic growth [1] - The 16th peak season for express delivery saw a long duration and substantial volume, putting pressure on service networks [1] - Major express companies are adopting advanced technologies, such as autonomous delivery vehicles and AI systems, to improve delivery efficiency [1] Group 2: Green Transformation - During the "Double 11" period, SF Express reduced carbon emissions by nearly 100,000 tons through a comprehensive green logistics system [2] - JD.com promoted the use of recyclable packaging materials, resulting in a carbon emission reduction of 15,000 tons [2] - The industry is making significant strides in green development by collaborating with e-commerce platforms to enhance sustainable practices [2]

Core Insights - The logistics industry in Hunan is experiencing a significant increase in package processing volume during the "Double 11" shopping festival, with a peak daily processing volume expected to reach 57 million packages, which is 1.3 times the usual volume [1][3]. Group 1: Innovations in Delivery - Hunan SF Express has introduced autonomous delivery vehicles for the first time during "Double 11," enhancing operational efficiency and reducing the workload of delivery personnel [1][3]. - The autonomous vehicles can carry 200 to 300 packages, have a range of 100 kilometers, and are equipped with advanced technology such as high-definition cameras and laser radar [1][3]. - The deployment of 69 autonomous vehicles across over 40 routes in the Xiangjiang New Area is expected to further improve efficiency and reduce operational costs [3][5]. Group 2: Smart Warehousing and Scheduling - The logistics operations are supported by smart warehousing and scheduling systems, which utilize advanced sorting machines and automated processes to handle packages efficiently [5][6]. - The Hunan Postal Service has implemented a comprehensive "Double 11" peak season guarantee mechanism, focusing on smart acceleration, green delivery, and urban-rural collaboration [5][6]. - The integration of a "front warehouse + intelligent scheduling" model has significantly reduced package transit times and transformed service delivery from reactive to proactive [6]. Group 3: Performance Metrics - From October 21 to November 10, the total volume of postal packages processed in Hunan reached 167 million, with a peak daily processing volume exceeding 8.42 million packages [5][6]. - The average daily import volume at the Furuong Direct Delivery Center increased by 26.7% compared to the previous month, with expectations of reaching 29,000 packages per day during the peak season [5].

Core Viewpoint - The unmanned delivery vehicle industry is transitioning from a testing phase to large-scale commercial operations, with significant investment and technological advancements driving this change [2][3]. Investment and Market Growth - In October, significant financing events occurred in the unmanned delivery sector, with New Stone Technology raising over $600 million in Series D funding, marking the largest financing in China's autonomous driving sector [2] - The total disclosed financing in the unmanned driving sector exceeded 14.6 billion RMB (approximately $2.1 billion) in the third quarter of 2025, indicating a shift towards large-scale commercial applications [2] - The delivery vehicle market is projected to see a shipment of approximately 6,600 units in 2024, with over 12,000 units shipped in the first half of 2025 [3] Market Potential and Business Expansion - The market for unmanned delivery vehicles is expanding from single-use cases in express delivery to broader applications in instant logistics and urban delivery, targeting over 30 million urban delivery vehicles in China [3] - New Stone Technology reported that the proportion of sales from the express delivery sector has decreased from 100% to 50%, indicating diversification into non-express scenarios [3] Cost Efficiency and Technological Advancements - The operational cost per kilometer for unmanned vehicles is approximately 0.4 RMB, with delivery costs potentially dropping below 0.04 RMB, showcasing a significant cost advantage over traditional delivery methods [4] - New Stone Technology has developed an L4-level driverless technology that has begun commercial deployment, enhancing operational efficiency and expanding use cases [4] Regulatory and Operational Challenges - The unmanned delivery vehicle industry faces challenges related to road rights, with a lack of unified management regulations and entry standards hindering growth [6][7] - The absence of a comprehensive standard system for low-speed unmanned vehicles complicates cross-regional operations and interoperability [7] - Safety concerns and public acceptance remain critical issues as the number of unmanned vehicles in urban areas increases [8] Policy and Future Outlook - As of mid-2025, 103 cities in China have opened road rights for unmanned delivery vehicles, covering over 80% of major logistics nodes [9] - The industry is at a pivotal point for transformation and large-scale commercialization, with ongoing efforts to address regulatory, standardization, and safety challenges [9]