2025.09. 04 本文字数：3286，阅读时长大约5分钟 作者 | 第一财经 陆涵之 "目前的价格已经足够有吸引力。"面对不断刷新最低价的无人车售价，一位快递行业从业者发出了如此感叹。 今年以来，多家厂商下调了价格或者给出更优惠的政策，带动不少快递从业者从高价尝鲜转为低价大批量采购，无人车进入了快速普及阶段。 9月3日，新石器宣布针对旗下主力车型X3、X6货厢车推出了"零首付、零利息、48期分期"购车方案，在竞争白热化的无人配送车领域掀起新一轮热 潮。 足够有吸引力的价格 快递网点负责人李黎是最早购入无人车的从业者之一，他切身感受到了过去一年无人车价格的下降。李黎回忆称，他在2024年年初购入一辆无人车， 购车费加上5年服务收费成本在20万元左右，到了今年年初下降至13万~14万元，而近期价格已经到了10万元。 从模式看，部分厂商收费采用单车+服务费的模式，单车价格降至低点。6月，菜鸟宣布推出新款无人车GT-Lite，该款车型定价2.18万。同时菜鸟表示 叠加限时优惠后售价为1.68万元。算上每年2万元的服务费后，一台GT-Lite的5年花费预计在11.7万元左右。菜鸟相关负责人表示，新款平价车型与高 ...

Core Insights - The low-speed autonomous delivery vehicle market is experiencing significant price reductions and increased capital interest, indicating a promising growth trajectory for the industry [1][2][3] Price Trends - Since 2025, the prices of autonomous delivery vehicles have been consistently decreasing, with models like the E6 priced under 20,000 yuan and promotional offers from various companies [2] - The sales scale of China's low-speed autonomous delivery vehicle industry reached 12.3 billion yuan in 2024, a 45% year-on-year increase, with sales volume of approximately 33,000 units, up 34% [2] - Projections suggest that sales volume will exceed 47,000 units and sales value will reach 18.5 billion yuan in 2025, potentially hitting 95,000 units and over 41 billion yuan by 2030 [2] Market Expansion - Major logistics companies like Cainiao, Meituan, JD, and Jitu are rapidly expanding their delivery routes and application scenarios in cities like Beijing and Shenzhen [2] - In Shenzhen, nearly 300 autonomous delivery vehicles are currently operational, with expectations to surpass 1,000 by the end of 2025 [3] Capital Investment - The autonomous delivery vehicle sector has seen significant financing activity, including 1 billion yuan in funding for New Stone Technology and 100 million USD for Jiushi Intelligent [3][6] Industry Transformation - The logistics industry is expected to undergo a profound transformation driven by automation and the integration of autonomous vehicles, with a focus on improving efficiency in the last-mile delivery process [4][5] - Companies are encouraged to develop specialized vehicles, such as cold chain delivery vehicles, to enhance service quality [5] Policy and Market Dynamics - The Chinese government aims to reduce logistics costs to 13.5% of GDP by 2027, promoting the integration of autonomous technologies in logistics [5] - The current management of autonomous delivery vehicles is primarily under non-motor vehicle regulations, with a need for standardized definitions and management practices to facilitate broader adoption [6]