Group 1 - Cainiao has launched a new model of unmanned delivery vehicle, the Cainiao GT-Lite, priced at 21,800 yuan, with a promotional price of 16,800 yuan, capable of L4 level autonomous driving for delivery [1] - The new cost-effective model is designed specifically for delivery points, helping to reduce the usage costs of unmanned vehicles and ensuring affordability and safety for delivery networks [1] - The GT-Pro model, launched earlier this year, has a range of 180 km, a cargo capacity of 5 m³, and is equipped with laser radar and 11 cameras, capable of carrying 600 to 800 packages per trip [1] Group 2 - Huayuan Securities Research Institute indicates that various regions have introduced policies to support the development of unmanned vehicles, leading to a rapid increase in approved road rights, laying the foundation for commercial applications [1] - By 2025, leading manufacturers are expected to see order volumes exceed 10,000 units, with downstream delivery companies expressing positive procurement intentions, indicating a rapid growth phase for large-scale commercialization [1] - Yunnai Power is actively exploring the unmanned vehicle market, conducting road testing with China Post Group's Yunnan branch, and has achieved small-scale sales of its unmanned vehicle products [2] - Debang Co., Ltd. has obtained one of the first unmanned driving licenses in the industry, with steady progress in related technologies and applications, focusing on the development and production of unmanned handling robots [2]