投资逻辑无人物流车应用场景广泛,产品迭代迅速。无人物流车是基于自动驾驶技术的智能运输工具,目前主要应用于快递快运末端配送(如网点到社区驿站),此外也可用于封闭场景物流运输、商超生鲜配送等,应用领域广泛。目前多家公司推出无人车产品,包括新石器、九识智能、白犀牛等初创公司以及菜鸟、美团、京东物流等物流企业。在快递快运末端配送环节,上述企业的无人车已具备L4 级别自动驾驶能力,可装载200-1000 票...
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