封面
市场调查报告书
商品编码
1513560

自主配送业(2024)

Autonomous Delivery Industry Research Report, 2024

出版日期: | 出版商: ResearchInChina | 英文 205 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

1.无人配送车进入常态化运营,江苏省走在全国前列。

目前,无人配送已应用于快递、商超、无人零售等场景。无人配送已在快递企业实现成功应用。分地区来看,2023年初至2024年5月,快递业者自动配送车常态化营运主要集中在华东、华北、华北地区。其中,华东地区自动驾驶汽车保有量最多,主要分布在江苏、安徽、浙江等省份。依省份排名为:江苏>安徽>陕西>浙江>山西>四川>河北/北京。

江苏省常态化营运的无人配送车数量最多,苏州市是江苏省乃至全国快递业者无人配送车数量最多的城市。2023年11月,Standing Committee of the 14th Jiangsu Provincial People's Congress将在全国率先批准制定促进Internet of Vehicles和智慧网联汽车发展、Decision on Promoting the Development of Internet of Vehicles and Intelligent Connected Vehicles的法律。到2024年4月,41辆自动配送车将在苏州市湘城区正常运营,每天配送约1.4万个包裹。湘城区与SF Express、Yunda Express、STO Express等快递企业建立深度合作。

2. "室外自动驾驶车+室内机器人" 可自主配送直达目的地。

2023年6月, "室外自动驾驶车+室内机器人" 一体化人工智慧投递解决方案在China Postal Express & Logistics总部正式上线。这项新解决方案将户外自动驾驶车辆与各种室内机器人结合,可在各种场景下将货物直接运送到目的地。例如,室外自动驾驶汽车与室内机器人接触,收发室工作人员操作机器人将物品投递到投递目的地,应用程式在WeChat上订购咖啡,机器人投递,应用程式发送EMS当您在WeChat上订购时,机器人会接您的订单。

"室外自动驾驶汽车+室内机器人" 的配送解决方案主要依托室外自动驾驶汽车的超级底盘和超级大脑,联繫各种室内机器人,实现集约共享、广泛协作、即时调度。而室内机器人则有完整的感知认知功能组件和成熟的定位导航功能组件,一键召唤电梯、打开电子门、通过检票口、接入物联网等都可以。

2024年4月,EMS的WeChat推出机器人送货上门服务。该应用程式的送货页面现在包含 "机器人送货上门" 选项。在大型公园、大学等地,快递公司操作自动驾驶车辆将包裹运送到楼下,室内机器人自动将它们 "中继" 到目的地。

3.自动驾驶技术快速迭代,BEV+Transformer感知技术落地车辆。

NEOLIX的演算法结构经历了三个阶段:第一阶段是光感知和重图,第二阶段是重感知和光图,第三阶段是基于基础模型4D感知的即时地图生成。

在自动驾驶软体技术层面,Neolix自动驾驶汽车X3 Plus严格遵循自动驾驶基础技术架构逻辑,采用多模态BEV空间4D时间序列融合感知技术,并搭载Orion-X,实现预融合BEV。 Transformer感知基础模型即时处理连续时间序列多感测器数据,实现零盲点、高精度、高稳健性环境感知。

本报告针对中国无人配送产业进行研究分析,提供无人配送车现况、无人配送机器人应用场景及解决方案供应商、未来研发趋势预测等资讯。

目录

第一章 无人配送产业概况

  • 自主配送行业定义及分类
  • 海外自主配送管理政策
  • 中国自动送货车道路测试及营运区域总结(一)
  • 中国自动送货车道路测试及营运领域综述(二)
  • 中国自动送货车道路测试及营运领域综述(三)
  • 自动送货车道路测试与商业示范控制措施政策范例:北京(2023 年 2 月)
  • 中国自动驾驶配送车正式营运地区总表
  • 中国发展自动驾驶送货车的问题
  • 关于扩大自动驾驶配送车规模和推动商业化的建议
  • 自主配送产业链
  • 自动送货车解决方案提供者总结
  • 与自动驾驶配送车应用程式提供者合作总结(一)
  • 与自动驾驶配送车应用程式提供者合作总结(二)
  • 自动送货车应用程式/解决方案提供者摘要
  • 自主配送机器人解决方案提供者彙总(一)
  • 自主配送机器人解决方案供应商彙总(二)
  • 自主配送机器人解决方案供应商彙总(三)

第二章 自动配送车概论及应用实例

  • 自动送货车概述
  • 7大产业链
  • DADA应用解决方案
  • Meituan应用解决方案
  • Cainiao应用解决方案
  • JD.com应用解决方案
  • SF应用解决方案
  • China Post应用解决方案
  • YTO应用解决方案
  • ZTO应用解决方案

第三章 自动送货车解决方案提供商

  • Neolix
  • Go Further AI
  • ZELOS
  • Haomo.AI
  • White Rhino

第四章 自主配送机器人应用场景及解决方案

  • 自主配送机器人的类型
  • 饭店自主配送机器人应用场景及解决方案
  • 办公室自主配送机器人应用场景及解决方案
  • 商场自主配送机器人应用场景及解决方案

第五章 自主配送机器人解决方案供应商

  • OrionStar
  • Keenon
  • PUDU
  • LimX Dynamics

第六章 自主配送发展趋势

简介目录
Product Code: CX003

Autonomous Delivery Research: Foundation Models Promote the Normal Application of Autonomous Delivery in Multiple Scenarios

Autonomous Delivery Industry Research Report, 2024 released by ResearchInChina combs and studies the status quo of autonomous delivery vehicles in the autonomous delivery industry, the application scenarios of autonomous delivery robots and solution providers, as well as predicts the future development trends of autonomous delivery.

1. Autonomous delivery vehicles have entered normal operation, and Jiangsu Province is at the forefront of the country.

So far, autonomous delivery has been applied to express delivery, supermarkets, autonomous retail and other scenarios. The normal application of autonomous delivery has been realized in express delivery enterprises. By region, the normal operation of autonomous delivery vehicles in express delivery enterprises was mainly concentrated in East China, North China and Northwest China during the period from early 2023 to May 2024. Specifically: East China saw the most autonomous delivery vehicles, which mainly spread in Jiangsu, Anhui and Zhejiang. By province, the ranking is Jiangsu > Anhui > Shaanxi > Zhejiang > Shanxi > Sichuan > Hebei/Beijing.

Jiangsu Province has the largest number of autonomous delivery vehicles in normal operation, and Suzhou is the city with the most autonomous delivery vehicles in express delivery enterprises in Jiangsu and even the whole country. In November 2023, Jiangsu took the lead in the country to enact legislation to promote the development of Internet of Vehicles and intelligent connected vehicles: the Standing Committee of the 14th Jiangsu Provincial People's Congress approved the "Decision on Promoting the Development of Internet of Vehicles and Intelligent Connected Vehicles", which made guiding and authoritative provisions on the passage and management of autonomous driving equipment such as autonomous delivery vehicles on roads and came into effect on January 1, 2024. By April 2024, there had been 41 autonomous delivery vehicles in normal operation in Xiangcheng District of Suzhou, delivering about 14,000 parcels every day. Xiangcheng District reached in-depth cooperation with express delivery companies such as SF Express, Yunda Express and STO Express.

The following indicates the normal operation of autonomous delivery vehicles in express delivery enterprises by province:

  • 2. "Outdoor autonomous vehicles + indoor robots" can accomplish autonomous direct delivery to destinations.

In June 2023, an "outdoor autonomous vehicles + indoor robots" integrated AI delivery solution was officially launched in the headquarters of China Postal Express & Logistics. The new solution can combine outdoor autonomous vehicles with different indoor robots to directly deliver goods to destinations in a variety of scenarios. For example, outdoor autonomous vehicles contact indoor robots, mailroom staff operate robots to deliver goods to destinations, users can order coffee via WeChat applets which is then delivered by robots, and robots pick up items after users place orders on the WeChat applet of EMS.

The "outdoor autonomous vehicles + indoor robots" delivery solution mainly relies on the super chassis and super brains of outdoor autonomous vehicles to contact different indoor robots for intensive sharing, wide cooperation and real-time scheduling, while indoor robots have complete perception and cognitive functional components as well as mature positioning and navigation functional components to summon elevators with one key, open electronic doors, pass turnstiles and access Internet of Things.

In April 2024, the WeChat applet of EMS launched the robot door-to-door delivery service. On the delivery page of the applet, there is an additional "robot door-to-door" delivery option. In large parks, universities and other places, couriers operate autonomous vehicles to transport parcels downstairs, and them indoor robots automatically "relay" them to destinations.

3. Autonomous delivery technology has been rapidly iterated, and BEV+Transformer perception technology has landed on vehicles.

The algorithm structure of NEOLIX has gone through three stages, from first stage of light perception and heavy maps, to the second stage of heavy perception and light maps, and to the third stage of real-time map generation based on 4D perception of foundation models.

On the technical level of autonomous driving software, X3 Plus, Neolix's autonomous vehicle, strictly follows the underlying technical architecture logic of autonomous driving, adopts the multi-modal BEV space 4D time sequence fusion perception technology, carries Orion-X to realize pre-fusion BEV perception, and leverages the Transformer perception foundation model to process multi-sensor data of continuous time series in real time and realize zero-blind-spot, high-precision and high-robustness environmental perception.

In BEV space, time sequence fusion is carried out to form 4D space. At the same time, complex traffic flow reinforcement learning (TFRL) allows autonomous vehicles to interact with other road participants and predict their future behavior, so as to conduct better planning and control. Neolix's autonomous driving system has the capability of autonomous learning, so that it can perceive more complex obstacles, handle more complicated roads, and make autonomous delivery easy.

In other words, all the features of 2 lidars and 11 panoramic cameras are converted into the BEV space for fusion, and more comprehensive perception is fulfilled based on the fused features. This system can make full use of the advantages of each sensor, and overcome the corresponding shortcomings, so as to perform perfect perception within a range of 40m front and rear and 30m left and right, and ensure that autonomous vehicles can accurately detect objects and lane lines and recognize traffic lights, thus guaranteeing the driving safety of autonomous vehicles.

Table of Contents

1 Overview of Autonomous Delivery Industry

  • 1.1 Definition and Classification of Autonomous Delivery Industry
  • 1.2 Overseas Autonomous Delivery Management Policies
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (1)
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (2)
  • 1.3 Summary of Road Tests and Operation Areas of Autonomous Delivery Vehicles in China (3)
  • 1.4 Policy Example of Road Tests and Commercial Demonstration Management Measures for Autonomous Delivery Vehicles: Beijing (February 2023)
  • 1.5 Summary of Regions Where Autonomous Delivery Vehicles Officially Hit the Road in China
  • 1.6 Problems in the Development of Autonomous Delivery Vehicles in China
  • 1.7 Suggestions on Promoting the Scale and Commercialization of Autonomous Delivery Vehicles
  • 1.8 Autonomous Delivery Industry Chain
  • 1.9 Summary of Autonomous Delivery Vehicle Solution Providers
  • 1.10 Summary of Autonomous Delivery Vehicle Application Providers and Cooperation (1)
  • 1.10 Summary of Autonomous Delivery Vehicle Application Providers and Cooperation (2)
  • 1.11 Summary of Autonomous Delivery Vehicle Application Providers and Solution Providers
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (1)
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (2)
  • 1.12 Summary of Autonomous Delivery Robot Solution Providers (3)

2 Overview and Application Cases of Autonomous Delivery Vehicles

  • 2.1 Overview of Autonomous Delivery Vehicles
    • 2.1.1 Product Types
    • 2.1.2 Application Scenarios
    • 2.1.3 Composition
    • 2.1.4 Core Technology
    • 2.1.5 Core Parts
    • 2.1.6 Main Cost
  • 2.1. 7 Industry Chain
    • 2.1.8 Latest Financing
  • 2.2 Application Solutions of DADA
    • 2.2.1 Open Autonomous Delivery Platform
    • 2.2.2 Delivery Capacity Modes
    • 2.2.3 Cooperation with Autonomous Delivery Vehicle Companies
    • 2.2.4 Cases of Cooperation with Autonomous Delivery Vehicle Companies
    • 2.2.5 Application Cases
  • 2.3 Application and Solutions of Meituan
    • 2.3.1 Autonomous Delivery Vehicle Solutions
    • 2.3.2 Core Technology of Autonomous Delivery Vehicles
    • 2.3.3 The First Open Road Test of Automatic Delivery Vehicles
    • 2.3.4 Application Scenario Cases
  • 2.4 Application and Solutions of Cainiao
    • 2.4.1 Autonomous Delivery Vehicle Solutions
    • 2.4.2 Summary of Universities Where Autonomous Delivery Vehicles Are Used
    • 2.4.3 Application Scenario Cases
  • 2.5 Application and Solutions of JD.com
    • 2.5.1 Autonomous Delivery Vehicle Solutions (1)
    • 2.5.2 Autonomous Delivery Vehicle Solutions (2)
    • 2.5.3 Application Scenario Cases (1)
    • 2.5.4 Application Scenario Cases (2)
    • 2.5.5 Application Scenario Cases (3)
    • 2.5.6 Application Scenario Cases (4)
  • 2.6 Application and Solutions of SF
    • 2.6.1 Autonomous Delivery Vehicle Solutions (1)
    • 2.6.2 Autonomous Delivery Vehicle Solutions (2)
    • 2.6.3 Autonomous Delivery Vehicle Solutions (3)
    • 2.6.4 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.6.5 Application Scenario Cases (1)
    • 2.6.6 Application Scenario Cases (2)
    • 2.6.7 Cases of Cooperation with Autonomous Delivery Vehicle Companies
  • 2.7 Application and Solutions of China Post
    • 2.7.1 Summary of Solutions in Cooperation with Autonomous Delivery Vehicle Companies
    • 2.7.2 Latest Autonomous Delivery Vehicle Solutions (1)
    • 2.7.2 Latest Autonomous Delivery Vehicle Solutions (2)
    • 2.7.3 Usage of Autonomous Delivery Vehicles in Cities and Outlets
    • 2.7.4 Application Cases (1)
    • 2.7.5 Application Cases (2)
  • 2.8 Application Solutions of YTO
    • 2.8.1 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (1)
    • 2.8.2 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (2)
    • 2.8.3 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (3)
    • 2.8.4 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (4)
    • 2.8.5 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.8.6 Application Cases
  • 2.9 Application Solutions of ZTO
    • 2.9.1 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (1)
    • 2.9.2 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (2)
    • 2.9.3 Solutions in Cooperation with Autonomous Delivery Vehicle Companies (3)
    • 2.9.4 Summary of the First Batch of Autonomous Delivery Vehicles on the Road in Cities
    • 2.9.5 Application Cases of Autonomous Delivery Vehicles
    • 2.9.6 Autonomous Vehicle Operation and Supervision Platform

3 Autonomous Delivery Vehicle Solution Providers

  • 3.1 Neolix
    • 3.1.1 Summary of Autonomous Delivery Vehicle Solutions
    • 3.1.2 Latest Autonomous Delivery Vehicle Solutions (1)
    • 3.1.2 Latest Autonomous Delivery Vehicle Solutions (2)
    • 3.1.3 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.1.3 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.1.4 Summary of Road Rights of Autonomous Delivery Vehicles in Key Cities in China
    • 3.1.5 Overseas Landing of Autonomous Delivery Vehicles and Cooperation
    • 3.1.6 Application Scenarios of Autonomous Delivery Vehicles and Cooperation
    • 3.1.7 Cases of Cooperation in Autonomous Delivery Vehicle Technology (1)
    • 3.1.8 Cases of Cooperation in Autonomous Delivery Vehicle Technology (2) and Financing Layout
  • 3.2 Go Further AI
    • 3.2.1 Autonomous Delivery Vehicle Solutions (1)
    • 3.2.2 Autonomous Delivery Vehicle Solutions (2)
    • 3.2.3 Autonomous Delivery Vehicle Solutions (3)
    • 3.2.4 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.2.4 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.2.5 Summary of Application Solutions of Autonomous Delivery Vehicles
    • 3.2.6 Summary of Regions Where Autonomous Delivery Vehicles Are Used and Services
  • 3.3 ZELOS
    • 3.3.1 Autonomous Delivery Vehicle Solutions
    • 3.3.2 Technical Framework and Operation Platform of Autonomous Delivery Vehicles
    • 3.3.3 Core Technology of Autonomous Delivery Vehicles (1)
    • 3.3.3 Core Technology of Autonomous Delivery Vehicles (2)
    • 3.3.4 Application Solutions of Autonomous Delivery Vehicles
  • 3.4 Haomo.AI
    • 3.4.1 Autonomous Delivery Vehicle Solutions (1)
    • 3.4.2 Autonomous Delivery Vehicle Solutions (2)
    • 3.4.3 Cooperation in Autonomous Delivery Vehicle Technology
    • 3.4.4 Manufacturing Bases of Autonomous Delivery Vehicles
    • 3.4.5 Application Solutions of Autonomous Delivery Vehicles
  • 3.5 White Rhino
    • 3.5.1 Autonomous Delivery Vehicle Solutions and Application Solutions (1)
    • 3.5.2 Autonomous Delivery Vehicle Solutions and Application Solutions (2)
    • 3.5.3 Core Technology of Autonomous Delivery Vehicles

4 Application Scenarios and Solutions of Autonomous Delivery Robots

  • 4.1 Types of Autonomous Delivery Robots
  • 4.2 Application Scenarios and Solutions of Autonomous Delivery Robots in Hotels
    • 4.2.1 Application Cases of Autonomous Delivery Robots in Hotels (1)
    • 4.2.2 Application Cases of Autonomous Delivery Robots in Hotels (2)
    • 4.2.3 Application Cases of Autonomous Delivery Robots in Hotels (3)
    • 4.2.4 Application Cases of Autonomous Delivery Robots in Hotels (4)
  • 4.3 Application Scenarios and Solutions of Autonomous Delivery Robots in Office Buildings
    • 4.3.1 Application Cases of Autonomous Delivery Robots in Office Buildings (1)
    • 4.3.2 Application Cases of Autonomous Delivery Robots in Office Buildings (2)
    • 4.3.3 Solutions of Autonomous Delivery Robots in Office Buildings
  • 4.4 Application Scenarios and Solutions of Autonomous Delivery Robots in Shopping Malls
    • 4.4.1 Application Cases of Autonomous Delivery Robots in Shopping Malls (1)
    • 4.4.2 Application Cases of Autonomous Delivery Robots in Shopping Malls (2)
    • 4.4.3 Solutions of Autonomous Delivery Robots in Shopping Malls

5 Autonomous Delivery Robot Solution Providers

  • 5.1 OrionStar
    • 5.1.1 Autonomous Delivery Robot Solutions (1)
    • 5.1.1 Autonomous Delivery Robot Solutions (1)
    • 5.1.2 Autonomous Delivery Robot Solutions (2)
    • 5.1.2 Autonomous Delivery Robot Solutions (2)
  • 5.2 Keenon
    • 5.2.1 Autonomous Delivery Robot Solutions
    • 5.2.2 Application Scenarios and Cooperation Cases of Autonomous Delivery Robots
  • 5.3 PUDU
    • 5.3.1 Autonomous Delivery Robot Solutions (1)
    • 5.3.1 Autonomous Delivery Robot Solutions (2)
    • 5.3.2 Application Scenarios and Cooperation Cases of Autonomous Delivery Robots
    • 5.3.3 Autonomous Quadruped Delivery Robot Solutions (1)
    • 5.3.3 Autonomous Quadruped Delivery Robot Solutions (2)
  • 5.4 LimX Dynamics
    • 5.4.1 Autonomous Quadruped Delivery Robot Solutions (1)
    • 5.4.1 Autonomous Quadruped Delivery Robot Solutions (2)
    • 5.4.2 Autonomous Bipedal Delivery Robot Solutions
    • 5.4.3 Core Technology of Autonomous Delivery Robots and Latest Financing

6 Development Trends of Autonomous Delivery

  • 6.1 Trend 1
  • 6.2 Trend 2
  • 6.3 Trend 3
  • 6.4 Trend 4
  • 6.5 Trend 5
  • 6.6 Trend 6
  • 6.7 Trend 7
  • 6.8 Trend 8
  • 6.9 Trend 9