以下文章来源于36氪出海 ，作者36氪出海 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 智元机器人正式进入德国市场 2月24日，智元机器人在德国慕尼黑举办发布会，正式宣布进入德国市场。会上，智元发布了面向德国市场的全系列通用具身机 器人产品矩阵及系统级行业解决方案，并与汽车外饰与结构件制造商敏实集团签署专项战略合作协议，敏实集团成为智元欧洲市 场战略合作伙伴及销售代理商。根据合作协议，双方将依托技术与产业资源的深度融合，加速机器人技术在欧洲的本地化落地与 规模化部署。（36氪） 三花智控等5家企业落户泰国，打造人形机器人零部件生产基地 2月25日消息，泰国投资委员会（BOI）正式批准了三花智控、拓普集团，宁波旭升、杭州新剑、东莞贝特科技等五家公司在泰国 的投资申请，允许这五家公司在泰国建设人形机器人核心零部件工厂。这五家企业有个共同点，他们都是特斯拉的供应商。泰国 的布局，似乎与特斯拉optimus人形机器人量产关系密切 ...

资料显示，九识智能成立于2021年，专注于人工智能以及L4级自动驾驶技术的研发，核心产品为L4级 自动驾驶城市配送车，业务聚焦于城市支线运输及B2B无人物流领域。截至2025年年底，其无人配送车 业务已覆盖全国300余个城市，并拓展至新加坡、阿联酋、日本、韩国、马来西亚等市场。 北京商报讯（记者 何倩）2月25日，北京商报记者获悉，近日九识智能已完成新一轮超3亿美元融资， 估值突破百亿人民币。截至目前，九识智能已经获得了6次融资。 2025年10月，九识智能和中国邮政签订了7000台无人车订单。今年一月，九识与菜鸟无人车业务完成战 略合并，整合后的九识智能同时运营九识与菜鸟无人车双品牌，RoboVan车队总规模超2万台，覆盖全 球10余个国家超300座城市。 ...

Core Insights - JiuShi Intelligent has completed a new financing round exceeding $300 million, achieving a valuation of over 10 billion RMB, making it the first unicorn in the RoboVan (L4 autonomous delivery vehicle) sector to surpass this valuation [2] - The company focuses on AI and L4 autonomous driving technology, with its core product being L4 autonomous delivery vehicles aimed at urban branch transportation and B2B logistics [2] Company Developments - JiuShi Intelligent has secured a total of six financing rounds since its establishment in 2021 [2] - The company plans to expand its autonomous delivery vehicle operations to over 300 cities in China and international markets including Singapore, UAE, Japan, South Korea, and Malaysia by the end of 2025 [2] - A significant order of 7,000 autonomous vehicles was signed with China Post in October 2025 [2] - In January 2023, JiuShi merged its operations with Cainiao's autonomous vehicle business, resulting in a combined fleet of over 20,000 vehicles across more than 300 cities globally [2] Product and Market Position - JiuShi's autonomous vehicles can reduce last-mile delivery costs by approximately 50%, with delivery costs per package dropping from 0.2 RMB to 0.1 RMB [3] - The deployment of JiuShi's autonomous vehicles is expected to grow tenfold annually, from 200 vehicles in 2023 to 2,000 in 2024, and reaching 20,000 by early 2026 [3] - The company has achieved breakeven without considering R&D costs, and expects to reach breakeven with R&D costs when the fleet size approaches 50,000 vehicles [3] - The best-selling product is the Z5, the first mass-produced L4 model with a cargo volume exceeding 5 cubic meters [3] Product Line and Industry Context - JiuShi's product lineup includes the Z series, which offers standard models ranging from 2 to 10 cubic meters, the E series for community retail and lightweight goods, and the L series for heavy-load requirements [4] - The autonomous logistics sector is experiencing rapid growth, with increased competition from companies like Lightyear and Desay SV [4] - The industry is evolving from an early stage to a more competitive environment, with a potential consolidation of leading players in the future [4]