专访九识CEO孔旗：拿下菜鸟无人车品牌授权是阿里认为我们能赢

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雷递网雷建平 2月2日九识智能正在加速融入阿里体系，继2025年10月完成蚂蚁集团领投的B4轮1亿美元融资后，九识智能日前又拿下了菜鸟的战略投资，且“菜鸟无人车”品牌将由菜鸟授权给九识使用。九识智能创始人、CEO孔旗日前接受雷递网创始人雷建平专访时表示，九识智与菜鸟携手背后，是阿里整体的一个战略判断，具体有几点原因：1，阿里认为在无人车赛道上关键是要能赢，如果阿里现在开始投入资源做，时间窗口已过...

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2月2日九识智能正在加速融入阿里体系，继2025年10月完成蚂蚁集团领投的B4轮1亿美元融资后，九识智能日前又拿下了菜鸟的战略投资，且“菜鸟无人车”品牌将由菜鸟授权给九识使用。九识智能创始人、CEO孔旗日前接受雷递网创始人雷建平专访时表示，九识智与菜鸟携手背后，是阿里整体的一个战略判断，具体有几点原因：1，阿里认为在无人车赛道上关键是要能赢，如果阿里现在开始投入资源做，时间窗口已过，阿里需要找一家能赢的无人车企业，自己能加入进来；2，无人车配送行业的整个链条很长，从供应链、生产质量再到全国的服务网络、经销商，还有大模型、AI人工智能研发，这是一个独立的智能车企或智能硬件公司应该干的事，如果交给一个部门来干，周期会很长；3，阿里通过整合的方式，可以让阿里在业务上更聚焦，在物流整体的解决方案，以及新零售、淘宝闪购等方面，更容易享受到整体自动驾驶货运的红利。阿里在做这个判断前，已经在市场上进行了摸排，觉得和九识智能在一起合作，应该能最终赢得无人车配送这个市场。孔旗说，九识智能很认可阿里达摩院、阿里在大模型、端到端等方面的技术积累，彼此在技术上也有合作和探讨。此外，菜鸟体系在智能供应链、智能物流体系建设的积累，以及阿里在海外和全球消费网络的生态布局，包括海外的仓配体系，形成了一个立体的生态组合，最终促成了这次菜鸟与九识智能的合作。“菜鸟无人车”品牌授权九识使用就在上周，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。此次战略合作后，菜鸟自身不再直接生产和销售无人车，九识智能将进行双品牌运营。“菜鸟无人车”品牌将由菜鸟授权给九识使用，并保持作为阿里巴巴投资孵化的生态企业身份。在未来的市场布局中，九识智能与“菜鸟无人车”将形成清晰的差异化品牌定位：九识智能将持续深耕自动驾驶全栈自研技术，提供全场景的智慧运力方案；“菜鸟无人车”则依托其物流科技基因，聚焦特定场景和KA客户，提供基于RoboVan的智能供应链深度服务。此次合作对九识智能来说是一个关键的里程碑事件，也进一步奠定了九识智能在无人配送行业的地位。孔旗表示：“此次整合是自动驾驶产业从‘单点突破’迈向‘系统集成’的关键里程碑，将为公司注入更广阔的全球化视野。”菜鸟集团CEO万霖表示：“双方将保持紧密的生态伙伴关系，共同探索智慧运力的新路径。”刚拿下中国邮政超7000台无人车的订单过去一年，是九识智能大发展的一年。2025年10月，九识智能宣布完成1亿美元B4轮融资，本轮融资由蚂蚁集团领投，蓝湖资本、BV百度风投等新老股东跟投加持。截至本轮，九识智能B轮已完成融资4亿美元，是2025年度中国市场科技企业最大融资之一，也是全球L4无人驾驶领域的标志性融资事件。在融资的同时，九识智能不仅与菜鸟达成合作，还拿下了中国邮政超7000台无人车的订单，用于邮件末端配送、驿站接驳及城市物流短驳等场景。2025年也是九识智能出海和全球化的重要一年，九识智能以“技术本地化+标准共建”策略，已在新加坡、马来西亚、日本、韩国、阿联酋、奥地利等10余个国家和地区实现产品落地。九识智能的核心产品是旗下无人车，2025年5月，九识智能推出新系列E系列的首款产品E6，E系列是面向以快递物流为代表的轻抛货场景的产品。相比于Z系列，E系列拥有车体更轻、货箱体积更大等特点。新产品使得用户用车成本更低、装载量更高，进一步实现降本增效。九识L系列无人车家族2025年8月，九识智能推出更高载重、充电效率更高的L系列首款5立方产品。L系列的出现，把无人城配物流车的载重直接翻倍至1.8吨以上，在当前市场上没有产品出其右，米面粮油、轮胎汽配、酒店布草、布匹等大货、重货，都能一次运走，提升物流运输效率，降低单位物流成本。落地光谷 在华中地区的拓展和部署当下，除了标准化物流产品之外，九识智能不断尝试拓展无人车的应用场景边界。通过与生态合作伙伴合作，九识智能无人车在安防巡检、环卫、燃气、零售等领域，均已经有成熟应用。九识智能也在国内持续扩展运营场景，近期，九识智能还在武汉参加2026光谷AI发展峰会，并与光谷达成合作。孔旗接受雷递网专访时表示，九识智能从2025年11月和12月份开始，已经开始实现业务的现金流和毛利率正向增长，九识智能2025年比2024年有接近10倍的增长，公司有信心在2026年取得比2025年更大的规模增长。孔旗透露，九识智能计划在湖北，联合湖北邮政在武汉和光谷地区部署无人车辆实现城市货运的基础建设能力和服务能力。九识智能会立足光谷发展九识智能整体的运用，以及在华中地区的拓展和部署。以下是专访九识智能CEO孔旗实录：雷递网：九识智能为何选择在武汉布局。孔旗：九识智能和武汉很早就有合作，湖北本身是商用车的重镇，武汉、襄阳、十堰都是做商用车的，在汽车厂里面，我们最早的合作伙伴就是东风，跟东风的合作多一些，后来，我们发现湖北还有很多改装、专用车，我们和国瑞的合作也是一样，环卫车也开始落地。所以，我们觉得武汉应该是华中地区的一个重镇，以武汉为中心，向周边扩展会比较融资。雷递网：九识智能在邮政、快递、快消、生鲜和餐饮等物流领域建立了很强的市场份额，这些客户的怎么样拿下来的？孔旗：最初中小B端快递加盟网点选择合作，这一群体决策链条较短，只要你能帮他们降本增效，就愿意埋单。但这一批客户也是最难合作的，因为确实要帮他们降本增效。这种最难的客户拓展之后，这批客户的朋友们，比如商超等客户也开始采用我们的解决方案。现在，我们的物流服务从快递物流，已经拓展到各行各业都在使用，到2025年，一些大B客户，比如邮政这种全球最大的无人车采购订单，基本也是九识智能拿下，还有大的B端客户，比如鲜生活、国药，看到小B客户使用后，他们也开始了与九识智能合作，这是一个渗透的过程，包括了大B和小B，以及各条垂直线上的应用。雷递网：具体谈谈和国家邮政的合作，和邮政是怎么样的一个合作？以及在中国快速普及该体系的核心原因是什么？孔旗：核心原因是产品能为客户实现降本增效，要帮客户创造真实的价值，不是做一个示范。邮政有一个特点，它是国家的基础设施，就是亏损也要做，因此，邮政和快递行业的中小老板一样，同样有强烈的降本增效诉求。雷递网：2025年公司的营收规模大概会有多大？之前是否实现营收平衡？孔旗：我们从11月和12月份已经开始实现业务的现金流和毛利率正向增长，我感觉在全球应该是第一个，就是每卖出一台产品，现金流和毛利的增长都是正的，客户用这个车，也能省下60%到70%的成本，也有很多人，把无人车组成一个车队，给别人提供服务，也就是说，这个产业链中每个人都能赚到钱。当然，2025年，我们还有研发成本，2026年我们就扩规模好了。我们2025年比2024年有接近10倍的增长，我们有信心在2026年会比2025年实现更大的规模增长。雷递网：目前九识智能在国内和海外的布局是怎么样的？孔旗：我们在海外有专门的团队，海外的增长速度应该比国内更快，国内也会加大布局力度，我预计2026年国内能做到5万台以上的销量。雷递网：2026年会有哪些大的计划？孔旗：我们想在全国招聘合伙人，我们已经搭建了一套面向全国合伙人的体系，包括全套的产品平台和金融服务，致力于与合作伙伴一起在全国范围内利用无人驾驶技术改变货运模式。目前这个体系已经成熟，正在积极拓展下沉市场，如县级及以下地区，以降低运营成本并提供友好的运力服务网络。另外，我们肯定会大力发展技术，在现金流和公司健康的情况下，九识智能会最大规模的投入技术研发。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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