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“中国无人物流车没有对手,是真的遥遥领先!”
Xin Lang Cai Jing· 2025-09-26 11:35
编辑/周毅 9月23日,位于"中国快递之乡"桐庐的新石器无人车生产基地内,第1万台无人物流车缓缓驶下生产线。 企业创始人兼CEO余恩源在接受采访时,现场爆料实时销售数据:"我们现在的销量是每月2000多台,相当于过去两年的量。不算海外,预计明年的市场 需求将达到4-5万台,相当于过去10年总销量的4-5倍。" 等待交付的新石器无人车 这组数据并非个例,而是中国无人物流车行业整体爆发的缩影——2025年上半年全行业交付量已达1.2万台,超过2024年全年近一倍,德赛西威、佑驾创 新等跨界玩家密集入局,赛道迎来"钢铁洪流"式增长。 01.新人扎堆入场,老兵订单暴增 佑驾创新9月中旬发布的小竹无人车 据观察者网不完全统计,仅2025年三季度就有至少6家上市公司跨界切入或发布新品扩大布局无人物流车,订单量较去年同期增长10倍以上。 需要指出的是,新玩家的涌入并未分流头部企业的增长红利,反而随着蛋糕的迅速做大,收获订单呈现指数级增长。 "新石器去年全年销售才一千多台,2025年初一个月就达到去年一年的量;到今天,我们一个月的销量超过过去两年。"余恩源在采访中透露,生产基地已 启动三班倒模式,仍在紧急扩充产能,比如新增的 ...
新石器余恩源:中国无人物流车没有对手,是真的遥遥领先
Guan Cha Zhe Wang· 2025-09-25 14:20
(文/张志峰 编辑/周毅) 9月23日,位于"中国快递之乡"桐庐的新石器无人车生产基地内,第1万台无人物流车缓缓驶下生产线。 企业创始人兼CEO余恩源在接受采访时,现场爆料实时销售数据:"我们现在的销量是每月2000多台,相当于过去两年的量。不算海外,预计明年的市场需 求将达到4-5万台,相当于过去10年总销量的4-5倍。" T NIT S ist C) 8 8 < B e [ 客服电话 400- (P 等待交付的新石器无人车 这组数据并非个例,而是中国无人物流车行业整体爆发的缩影——2025年上半年全行业交付量已达1.2万台,超过2024年全年近一倍,德赛西威、佑驾创新 等跨界玩家密集入局,赛道迎来"钢铁洪流"式增长。 新人扎堆入场,老兵订单暴增 "现在每周都能接到新入局者的咨询电话,连传统车企都来问供应链方案。"余恩源的感受得到行业数据印证:2025年初,以Robotaxi业务起家的文远知行 WeRide,针对城市高频物流场景,推出了全新的无人物流车Robovan W5;2025年7月,京东推出自研VAN无人轻卡,加入无人物流车赛道;2025年9月,德 赛西威推出"川行致远"品牌,发布车规级无人配送车;同 ...
【联合发布】新能源商用车周报(2025年7月第2周)
乘联分会· 2025-07-14 08:45
Core Viewpoint - The article highlights the rapid expansion and strong growth momentum of the new energy commercial vehicle market in China, driven by supportive policies and increasing demand for electric vehicles [6][25][22]. Policy and Regulations - Four departments aim to establish over 100,000 high-power charging facilities nationwide by the end of 2027, focusing on scientific planning and construction [8][10]. - Beijing is enhancing the automotive consumption ecosystem to stimulate new energy vehicle sales, while Chongqing plans to introduce special policies for intelligent connected new energy commercial vehicles with subsidies up to 20 million yuan [11][12]. - Tianjin has introduced significant policies to support the development of new energy vehicles, offering rewards for new models that meet production targets [17][21]. Market Insights - In June 2025, domestic commercial vehicle sales increased by 10.3% month-on-month and 9.5% year-on-year, indicating a robust growth trend [22][23]. - The cumulative sales of new energy commercial vehicles reached 402,000 units in the first half of 2025, a 66.5% increase compared to the same period in 2024 [25][26]. - The market share of CATL in the new energy commercial vehicle battery market is dominant, with a 51.03% share in the first half of 2025 [31][32]. Company Monitoring - Jianghuai Automobile successfully coordinated the first chocolate battery swap commercial vehicle with CATL, showcasing advancements in battery swapping technology [35][36]. - Dongfeng Liuzhou plans to sell 46,000 commercial vehicles in 2025, focusing on quality management and compliance [38]. - JD Logistics launched its self-developed VAN unmanned light truck, which can replace traditional 4.2-meter trucks for logistics operations [40][41]. Industry Developments - A self-regulatory convention was signed by major online freight platforms to protect the legal rights of truck drivers, addressing issues such as low freight rates and timely payment of wages [43][45].