顺丰同城无人车开始起量，多家专注于物流场景的自动驾驶企业也纷纷传出融资成功的消息。 在政策松绑、资本与技术的双重驱动下，末端配送与干线货运的无人化变革正在加速推进，二级市场对于无人配送的商业前景认知也在提升， 推动相关概念股的迅速上涨。 如云内动力、通达电气、星网宇达等在相关时间节点均表现活跃。 尤其是德邦股份，5月26日-6月3日期间累计涨幅达72.16%，换手率高达24.27%。 但股价在公告澄清尚未部署无人物流车后，随之下跌超20%。 无人配送规模化落地的拐点，是否真的到来了？ 作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 近期，关于"无人配送"的话题热度持续攀升，一系列消息让这一领域备受关注。 01 "白菜价"设备问世，加速压降物流成本 种种迹象显示， 无人配送规模化落地的拐点逐渐迫近。 无人配送是指通过无人驾驶技术和智能物流系统实现的物流运输与配送服务，自动驾驶等级要达到L4层级，需要AI、传感器融合、车路协同等 技术的融合。 配送行业转向自动化解决方案， 最主要的动力来自庞大的物流配送需求，和传统物流末端人力短缺以及高昂成本之间的矛盾。 去年，中国快递业务量突破 ...

E-commerce and New Retail - AliExpress has opened its platform to local Polish merchants to expand its business in Poland and Europe, focusing on categories such as 3C digital products, home appliances, sports entertainment, and automotive parts [1] - JD.com has launched customized digital humans for brand merchants, leveraging JD Cloud technology to enhance live-streaming sales, which is expected to provide a competitive edge in the e-commerce market [2] Logistics and Supply Chain - The State Council's revised "Interim Regulations on Express Delivery" has been implemented, emphasizing green, reduced, and recyclable packaging, which will significantly impact the express delivery industry [3] - SF Express has increased its fleet of unmanned vehicles to 200, covering 38 major cities in China, enhancing delivery efficiency and reducing labor costs [4] - Taobao and Tmall have introduced a logistics service brand "Express Door-to-Door" in collaboration with SF Express, aiming to optimize logistics services and improve competitiveness in the e-commerce market [5] - JD.com is expanding its delivery workforce to 150,000 full-time riders, having already surpassed 100,000, in response to a surge in daily order volume exceeding 25 million [6] Investment and Innovation - The humanoid robot company "Accelerated Evolution" has completed its Series A financing, which will support product upgrades and mass production, indicating strong growth potential in the humanoid robot market [10] - Tasting's registered capital has increased from approximately 1.03 million RMB to about 118 million RMB, a growth of approximately 11,323%, providing financial support for its expansion in the competitive restaurant market [7] Ride-hailing and Mobility - Didi's Q1 report shows a 13.4% year-on-year increase in core platform order volume, reaching 4.247 billion orders, with daily average orders for Chinese mobility at 36.2 million [8] - Didi will distribute over 600 million RMB in summer heat subsidies to drivers across nearly 300 cities, enhancing service quality and addressing consumer comfort during peak travel seasons [9]

Group 1 - Nvidia has regained its title as the world's most valuable company, surpassing Microsoft with a market capitalization of $3.45 trillion, following a stock price increase of approximately 3% to $141.40, and a nearly 24% rise over the past month despite export control and tariff concerns [1] - TSMC's chairman, Wei Zhejia, confirmed that the company will not establish a factory in the Middle East, dismissing rumors and stating that TSMC has begun receiving advanced chip orders related to humanoid robots, which have already made a preliminary contribution to revenue [1] Group 2 - Huawei's WATCH 5 will integrate DeepSeek, combining the Pangu large model with a sports health professional model to analyze over 200 indicators in the sports health field [2] - Huawei is set to launch the Pura 80 series and other new products on June 11 [3] Group 3 - Xiaomi has transferred multiple "kimi" trademarks to Beijing Moonlight Technology, which was established in April 2023, focusing on software development and AI applications [4] - Xiaomi's automotive business is expected to achieve profitability in the second half of this year, with the latest model, YU7, having a development budget of 3.5 billion yuan [5] - Xiaomi aims to sell 200 million smartphones globally annually, having already entered the top two in the domestic market [5] Group 4 - SF Express has expanded its unmanned vehicle service network to cover 38 major cities in China, with an operational scale of 200 vehicles and over 10,000 active routes in May [7] - The Ministry of Industry and Information Technology and four other departments have launched a campaign to promote the use of new energy vehicles in rural areas [8]

Core Insights - The company has increased its fleet of unmanned vehicles to 200 units, expanding its service network to cover 38 major cities across the country [1] - In May, the number of active delivery routes nationwide exceeded 10,000 [1] - The deployed White Rhino R5 unmanned vehicles are equipped with high-precision lidar and perception cameras, enabling all-weather operation [1] Technology and Operations - The unmanned vehicles can operate fully autonomously even in extreme weather conditions such as heavy rain and fog [1] - The vehicles are capable of handling complex scenarios, including steep slopes in underground parking lots and busy traffic during peak hours [1] - They can perform challenging tasks such as traffic light recognition and detouring around construction sites [1]