(以下内容从国金证券《具身智能行业研究:三频共振助力无人物流行业,智驾供应链拐点来临》研报附件原文摘录)核心逻辑:政策、需求、技术三频共振推动无人物流行业拐点来临。1)政策:推动物流向无人化、智慧化发展。国家和地方政府加速推进无人物流,解决无人车路权问题;2024年国家层面政策持续支持无人驾驶物流车发展,多部门协同推进智能网联汽车“车路云一体化”应用试点工作,多地政府也出台政策支持其应用。2)成本...
Source Link(以下内容从国金证券《具身智能行业研究:三频共振助力无人物流行业,智驾供应链拐点来临》研报附件原文摘录)核心逻辑:政策、需求、技术三频共振推动无人物流行业拐点来临。1)政策:推动物流向无人化、智慧化发展。国家和地方政府加速推进无人物流,解决无人车路权问题;2024年国家层面政策持续支持无人驾驶物流车发展,多部门协同推进智能网联汽车“车路云一体化”应用试点工作,多地政府也出台政策支持其应用。2)成本...
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