航空货运与物流Ⅲ:物流行业迎来无人技术的“DEEPSEEK时刻”

长江证券
15 Jul

引言:物流行业的“DeepSeek 时刻”到来随着算法效率大幅提升与新技术迭代,物流行业在支线、干线、末端及管理各环节实现显著突破,物流行业迎来“DeepSeek 时刻”。1)支线环节:低速无人物流车迈入规模化商用元年;2)干线环节:智能卡车开启前装量产;3)末端环节:中通、顺丰等企业推进末端运营线路重构;4)管理环节:头部企业开发垂直领域大模型。物流新技术往往在快递行业率先落地,或有三点原因:1...

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