无人配送车价破 2 万，智能物流迎来规模化拐点 20251227 摘要 智能物流车零部件成本三年内降幅超 70%，整车价格大幅下降，推动行 业规模化发展。预计 2025 年至 2030 年市场规模将从 5.1 亿元增长至 83.4 亿元，复合增长率高达 74.8%。 政策支持体系完善，从示范应用到全面推广，为智能物流车行业保驾护 航。交通运输部等部门联合印发行动计划，通过数字化转型等方式，为 智能物流车创造广阔应用场景。 L4 级别自动驾驶技术取得突破，无人配送整车价格大幅下降，与传统电 动三轮车成本相当，为规模化应用奠定基础。轻量化路线降低硬件成本， 提升场景适应性。 智能物流车产业链涵盖感知器件、解决方案到物流服务等环节，上游聚 焦四大领域，中游呈现三足鼎立格局，下游由电商与物流服务商主导， 形成良性循环。 国内无人配送市场涌现出新石器、形深智能、90 智能等企业，通过产品 差异化和细分市场定位实现市场覆盖，并积极进行海外市场拓展。 Q&A 中国智能物流车行业的发展动向如何？ 2025 年，中国智能物流车行业呈现出显著的发展势头。末端派费占比高达 60%的背景下，快递业降本增效需求迫在眉睫。政策路权持续开 ...

Core Insights - Baixinou Technology has completed a B+ round of financing, raising nearly 500 million RMB in total for its B round, with continued investment from existing shareholders and new investors joining [1][2] - The funds will be primarily allocated to the development of vehicle-grade autonomous vehicle products, continuous iteration of AI technology, and expansion of commercial scenarios, aiming for large-scale implementation in last-mile logistics [1][2] - The company plans to increase its active vehicle fleet from approximately 1,000 to 5,000 by 2026, expanding its focus from express delivery to broader urban delivery scenarios [1][2] Company Overview - Founded in 2019, Baixinou initially focused on supermarket deliveries and has since shifted to express logistics, partnering with major retail companies [1][2] - The company has undergone seven rounds of financing since its inception, with disclosed funding exceeding 600 million RMB [2] - Baixinou's technological advantages lie in its scene-based engineering capabilities and data loop efficiency, particularly in complex urban environments [2] Industry Trends - The logistics delivery autonomous driving sector is experiencing significant investment, with major players like Baixinou and others receiving substantial funding in 2025 [3][4] - The competition landscape includes a mix of technology-driven companies and logistics giants, with various strategies being employed to achieve profitability [4][5] - Future competition will focus on technological adaptability, cost control, and policy collaboration, with companies that possess comprehensive self-research capabilities likely to succeed [5]