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无人配送车价格战“卷”入万元:资本密集加持,谁能笑到最后
Nan Fang Du Shi Bao· 2025-09-17 08:59
一场激烈的价格战,正在悄然席卷整个无人物流车行业。 9月3日,新石器(Neolix)无人车宣布推出"零首付、零利息、48期分期"购车方案,同时宣布FSD(智 能辅助驾驶系统)服务终身免费使用,成为这场价格战趋于白热化的最新注脚。随着主要厂商将裸车价 格降至"万元级",无人车正从前沿科技产品,转变为物流网点为降本增效而批量采购的生产工具。 这一转变正在中国多个城市的街道上得到验证:以深圳为例,无人配送车已被用于多个区域的日常运 营。在福田中心区的街头,憨态可掬的顺丰无人车在车流中自主穿行,精准避障,将快件从繁忙的网点 送往社区末端。 这一幕,正是价格战下产业变革的缩影,其背后是资本加注、技术迭代与供应链成熟的多重驱动。这也 向行业参与者们提出了新问题:当价格不再是壁垒,谁能赢得这场关乎未来的终局之战? "万元"时代:价格战卷出普及"加速度" 多位行业从业者都切身感受到了过去一年无人车价格的"跳水":2024年初还需要近20万元的设备,如今 包含数年服务费的总成本已下探至10万元左右。 "战火"似乎是在2025年被彻底点燃。菜鸟GT-Lite将裸车价打至1.68万元,九识智能的E6车型喊出"一部 手机的价格",定 ...
新石器推“终身免费FSD”搅局无人车市场,德赛西威携新品入局 其他玩家如何接招?
Mei Ri Jing Ji Xin Wen· 2025-09-03 13:15
Group 1 - The competition in the autonomous vehicle market is intensifying, with New Stone launching a "zero down payment, zero interest, 48-month installment" purchase plan, along with a lifetime free use of the FSD (Full Self-Driving) service [2][4] - New Stone's main models, X3 and X6, are priced at approximately 115,500 yuan and 125,100 yuan respectively, breaking the previous pricing model of separate vehicle and FSD service fees [2][4] - The entry of new players, such as Desay SV, which launched its "Chuanxing Zhiyuan" low-speed autonomous vehicle brand, indicates a growing interest in the last-mile logistics sector [2][5] Group 2 - Previously, mainstream brands followed a pricing structure of vehicle price plus monthly or annual FSD service fees, with examples showing total costs ranging from approximately 12,180 yuan to 15,500 yuan over five years [3][4] - New Stone's approach aims to reduce purchasing costs and attract more users by offering a bundled price, addressing concerns about potential future increases in service fees [4] - The autonomous vehicle market is expected to see significant growth as commercial applications expand, with head manufacturers likely to experience a surge in order volumes [5]