11月2日，在广州参与火炬传递的无人驾驶车。（小马智行供图） 全环节的绿色高效网络。 为实现"碳中和"目标，十五运会还在绿色科技方面下足功夫。不仅推进"体育场馆低碳改造"工程， 还在城市志愿服务站点，为工作人员配备一款"凉感神器"。 无人驾驶车率先在十五运会火炬传递环节亮相。与往届不同，十五运会创新采用"三地联动、四城 同传"模式，火炬于2日在香港、澳门、广州、深圳同步传递。其中，广州站的火炬传递创新性地加入了 无人驾驶车接力环节。 "此次参与火炬传递，是对我们无人驾驶技术实力和运营能力的最好认可。"小马智行副总裁莫璐怡 表示，他们负责火炬传递的无人驾驶车技术应用。为确保火种灯护送万无一失，团队做了大量路线推演 与极端场景模拟，最终"零误差"完成任务。赛事期间，上百辆同款无人驾驶车还将投入接驳服务，为十 五运会构建起高效低碳的智慧交通网络。 在服务层面，本届全运会大胆打破"实体边界"，以数字技术搭建"零碳运营"新场景。全国首个大型 赛事"数字人志愿者"体系率先亮相，具备24小时智能咨询服务能力。 广州趣丸网络科技有限公司副总裁张顺四介绍，数字人志愿者主要提供三类服务，分别是场馆的咨 询导览、赛事资讯的解答、本 ...

Core Insights - The 15th National Games, set to open on November 9, showcases advanced technology, including autonomous vehicles, digital volunteers, and energy-saving innovations [1][3]. Group 1: Technological Innovations - Autonomous vehicles made their debut during the torch relay, marking a significant advancement in transportation technology for the event [1]. - The event features a "digital volunteer" system, which provides 24-hour intelligent consultation services, reducing labor costs by 30% and improving response efficiency by 50% [3][4]. - The "metaverse cloud sports village" alleviates venue capacity pressure and traffic congestion, allowing for an immersive viewing experience via mobile devices [3][4]. Group 2: Environmental Sustainability - The event emphasizes green technology, including low-carbon renovations of sports venues and the use of a "cooling device" that reflects sunlight and achieves zero-energy cooling [4]. - The cooling technology is estimated to provide approximately 300,000 watts of cooling power, saving 200,000 kilowatt-hours of electricity and reducing carbon emissions by over 100 tons during the event [4]. Group 3: Weather Support - Advanced weather forecasting technologies, including a "hundred-meter, minute-level" prediction system, support the event by providing accurate weather information crucial for athletes [4].

Core Viewpoint - The development of the autonomous driving industry in the Nansha Free Trade Zone is rapidly advancing, supported by favorable policies and a robust industrial ecosystem, positioning it as a national leader in autonomous driving innovation [1][2][3]. Group 1: Industry Development - Nansha Free Trade Zone has accumulated over 45 million kilometers of road testing mileage for autonomous vehicles, with a significant presence of autonomous driving cars available for public use [1]. - The zone has formed a comprehensive automotive industry cluster exceeding 100 billion yuan, providing ample resources for the development and testing of autonomous driving technologies [2][3]. - In 2024, key enterprises in the autonomous driving sector within Nansha are projected to achieve a total revenue of 4.421 billion yuan, with nearly 900 million kilometers of testing mileage [3]. Group 2: Policy and Strategic Collaborations - Nansha Free Trade Zone has established a supportive policy environment for autonomous driving, allowing for commercial operations without a safety driver in the main driving seat [4][5]. - Strategic partnerships have been formed with companies like Uber and the Dubai Roads and Transport Authority to enhance the deployment of autonomous vehicles [2]. - The recent issuance of licenses for autonomous driving equipment marks a transition from closed testing to real-world operations, facilitating rapid commercialization [7]. Group 3: Future Prospects - The introduction of national policies supporting the deepening of intelligent connected vehicle testing and demonstration applications is expected to further accelerate the development of the autonomous driving industry in Nansha [6]. - Nansha aims to create a global leading autonomous driving innovation ecosystem, attracting domestic and international companies to establish operational scenarios [7].

Group 1: Investor Relations Activities - The investor relations activity was an online communication event held on April 29, 2025, with participation from various financial institutions including Western Securities and Ping An Asset Management [3] - The company was represented by Mr. Yang Peng, the secretary of the board [3] Group 2: R&D and Product Development - The company has significantly increased R&D expenses in the past two years due to a focus on product innovation, particularly in non-road wide-body dump trucks [4][5] - R&D expenses reported only reflect part of the total investment, as some costs are allocated to prototype vehicles that meet original product standards [5] Group 3: Product Delivery and Customization - The typical delivery cycle for products is one month, which includes one week for procurement, one week for production, and one week for shipping [5] - The company has contingency plans for delivery delays, including outsourcing components and pre-manufacturing common chassis to meet demand spikes [5] Group 4: Pricing and Competitive Advantage - The procurement price for the company's non-road wide-body dump truck is approximately CNY 10,000 per ton, significantly lower than competitors, with imported rigid mining trucks priced at CNY 80,000 to CNY 100,000 per ton [6] - Electric and unmanned vehicles have a gross margin approximately 6-7 percentage points higher than traditional oil vehicles, which have a gross margin around 17% [6] Group 5: Market Share and Product Composition - In the company's new energy products, pure electric vehicles account for about 20-30%, while range-extended products make up approximately 70-80% [6] - The company holds over 50% market share in the line control chassis segment, benefiting from extensive data resources and production experience [7] Group 6: Vehicle Replacement Cycles - Traditional oil vehicles in open-pit coal mines are typically updated every three years, while new energy vehicles are updated approximately every four years [8] Group 7: Market Segmentation and Future Trends - Domestic sales are primarily from open-pit coal mines, accounting for 85% of sales, with the remaining from non-coal industries [8] - In overseas markets, one-third of sales come from open-pit coal mines, with the expectation that this will increase to 70-80% as the market matures [9] Group 8: Customer Base and Sales Influences - Major domestic customers include engineering companies, while overseas clients consist of state-owned enterprises and local mining companies [9] - Sales in overseas markets depend on the expansion of sales channels and financing options, while domestic sales are influenced by the operating rate of open-pit coal mines and overall economic conditions [9]