智联网格车“棋骥”
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数字政通:公司未来自动驾驶战略聚焦“数据驱动+轻资产运营”的方向
Zheng Quan Ri Bao Wang· 2025-12-23 14:14
证券日报网讯12月23日,数字政通(300075)在互动平台回答投资者提问时表示,公司未来自动驾驶战 略聚焦"数据驱动+轻资产运营"的方向,围绕城市运行中的具身智能应用场景,持续推进智联网格车"棋 骥"产品的落地与升级。核心包括四点:一是持续自研无人驾驶算法系统,专注城配、巡检、信采等低 速高频场景;二是推进"百城千台"计划;三是联合产业链合作伙伴构建"自研算法+外部硬件+联合交 付"的模式,建立柔性供应体系;四是推出巡检、数据采集、清扫等多产品矩阵。公司现已在北京、天 津、合肥等城市形成示范运营,未来将在降本基础上持续扩大规模,提升数据运营能力与智能服务水 平。 ...
数字政通(300075) - 300075数字政通投资者关系管理信息20250612
2025-06-12 06:56
Group 1: Industry Trends and Market Potential - The low-speed unmanned vehicle industry is at a critical turning point, with significant market opportunities driven by decreasing costs and increasing demand [2][3]. - The core hardware costs for unmanned vehicles have dropped significantly, with laser radar prices decreasing by over 65% in the past three years, and overall vehicle costs reduced from 300,000-400,000 yuan to around 100,000 yuan [2][3]. - There are approximately 3 million city management grid workers, over 2 million sanitation workers, and over 7 million delivery personnel in China, creating a stable application scenario for unmanned vehicles [3]. Group 2: Application Scenarios and Commercialization - Unmanned vehicles are being commercialized in logistics, sanitation, inspection, and information collection, with significant cost reductions observed; for instance, logistics vehicles in Hangzhou have achieved over 60% cost savings [3][4]. - The demand for unmanned vehicles in sanitation is increasing due to policy support, with clear requirements for unmanned cleaning vehicles in bidding processes [4]. - New application scenarios such as mobile charging and automated handling are expanding, enhancing the industry's adaptability [4]. Group 3: Digital Zhengtong's Strategic Positioning - Digital Zhengtong views unmanned vehicles as key to integrating AI technology and embodied intelligence in smart city governance, facilitating the transition from project-based to operational models [5][6]. - The company has launched and continuously upgraded the "Qiji" smart grid vehicle since 2022, which features L4 autonomous driving capabilities and integrates with existing city management platforms for efficient data collection and processing [5][6]. - The potential demand for intelligent grid vehicles is estimated at 300,000 to 500,000 units, based on a 50% replacement rate of grid workers [5][6]. Group 4: Business Model and Partnerships - Digital Zhengtong employs two main business models: direct sales of unmanned vehicles and operational services with annual service fees for local government clients [6][7]. - The company has invested in leading unmanned vehicle manufacturers to enhance production capabilities and ensure efficient delivery of unmanned vehicle solutions [6][7]. - The focus is on a "data-driven + light asset operation" strategy, with ongoing development of the "Qiji" product and collaboration with industry partners to create a flexible supply system [7].