现场直击：无人驾驶的"钢铁驼队" 在内蒙古北部边疆的甘其毛都口岸，一场"运输革命"正在上演。 几十辆AGV（自动导引运输车）无人驾驶车辆，如同"钢铁驼队"，在中蒙两国间的专用通道上自主往 返，运送煤炭。作为国内"首例"的跨境陆路无人驾驶项目，其日运量已达1.3万吨，成为口岸名副其实 的"主力军"，也为全国陆路口岸的智能化转型树立了新标杆。 甘其毛都 口岸AGV无人驾驶车辆跨境运输中。朵蓝 摄 据介绍，AGV无人驾驶系统，北起蒙古国嘎顺苏海图口岸集装箱海关监管场所，南至甘其毛都口岸中 慧AGV集装箱海关监管场所，围绕进口煤炭、铜精粉大宗商品等核心经济项目开展的AGV无人驾驶跨 境运输作业模式，在可视化监管条件下精准完成装卸、运输、查验、分拨等各环节作业，无缝对接跨境 作业。 不仅大幅缩短通关时间，而且有效降低了应用AGV项目之前车辆易拥堵发生交通事故的风险。 9月12日，"北疆党旗红"主题采访团一行走进甘其毛都口岸，智通财经（www.thepaper.cn）看到，在 AGV专用通道上，一辆接一辆的无人驾驶车辆正有序通关。 它们无需驾驶员，依靠先进的磁钉导航系统，在极寒、大风和沙尘天气中稳定行驶。 "导航系统耐极 ...

诺力股份 20250829.docx AceCamp AI 2025-08-30 摘要 诺力股份 2025 年上半年营收 25.46 亿元，同比增长 2.28%，扣非归母 净利润 2.18 亿元，同比增长 9.79%。毛利率提升至 22.46%，二季度 达 23.66%，得益于项目选择、降本增效及技术提升。 海外市场占比 79%，欧洲和北美是主要市场，分别占比 47%和 23%。 亚洲市场增长显著，占比约 20%，但毛利率低于欧美。公司通过海外生 产基地应对美国关税不确定性。 马来西亚和越南工厂产能约 4 亿元，五期工厂预计四季度试生产，初期 产能 2 万台，可扩展至 5 万台，旨在提高效率、降低成本、提升产品质 量并缩短交付周期。 智能物流板块国内外均有布局，加大团队建设和渠道调整，拓展南美、 非洲、东南亚等市场。AGV 业务已相对成熟，巨升智能机器人在路线规 划方面具备更强适应能力。 工业车辆市场竞争激烈，电动车替代油车趋势明显，公司五期工厂满足 一类、二类车产能需求。北美市场受关税影响基本持平，欧洲市场复苏， 同比增长约 7%-8%。 Q&A 2025 年上半年诺力股份的整体财务表现如何？ 2025 年 ...

Core Viewpoint - The report provides a comprehensive analysis of the Automated Guided Vehicle (AGV) industry in China, covering market development, competitive landscape, and future investment opportunities from 2025 to 2031 [2][3]. Industry Characteristics - AGVs are defined as driverless transport vehicles equipped with automatic guiding devices, capable of following designated paths and performing various handling functions [2]. - The report categorizes AGVs based on navigation technologies, including direct coordinate, electromagnetic, magnetic tape, optical, laser, inertial, visual, and GPS navigation [3]. Economic Indicators Analysis - The report analyzes economic indicators of the AGV industry over the past 3-5 years, focusing on profitability, growth rate, value addition potential, and market entry/exit barriers [3][4]. Market Analysis - The AGV application market is examined, highlighting its demand and supply dynamics, including market size and structure [4][5]. - The report discusses the competitive landscape, including existing competition, potential entrants, and the threat of substitutes [5]. Industry Development Overview - The AGV industry in China is analyzed in terms of its development stage, overall characteristics, and business models [4][5]. - The report provides a forecast for the AGV market from 2020 to 2024, detailing market size and growth analysis [5][6]. Supply and Demand Analysis - The report assesses domestic market demand and supply, including demand scale, structure, and regional distribution [5][6]. Industry Chain Analysis - An analysis of the AGV industry chain is provided, focusing on the structure, value addition potential, and relationships with upstream and downstream industries [6]. Competitive Landscape and Strategies - The competitive situation of the AGV industry is analyzed, including market concentration and SWOT analysis of key players [6][7]. - The report discusses the competitive strategies employed by leading companies in the AGV sector [7]. Investment Outlook - The investment prospects for the AGV industry from 2020 to 2024 are evaluated, including market potential and future trends [6][7]. - The report also forecasts supply and demand for the AGV industry from 2025 to 2031, identifying market integration trends and new business opportunities [6][7].