腾讯战略入股新石器无人车大厂加码智慧物流！新战局来了

南方都市报02-06

南都N视频记者获悉，近日，国家企业信用信息公示系统显示，新石器无人车关联公司新石器慧通（北京）科技有限公司发生工商变更，腾讯旗下广西腾讯创业投资有限公司正式新增为股东。此举成为腾讯加码AI与自动驾驶赛道、布局智慧物流场景的重要信号，是其完善AI与自动驾驶场景化落地布局的关键一步。　　新石器无人车方面表示，公司通过技术创新与场景深耕构建起的核心优势，是获得腾讯战略入股的核心原因。腾讯将进一步为公司...

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A new battle situation is coming","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1.94,"TCEHY":1.94,"HTCD.SI":0.6,"TCHmain":0.6},"content_text":"南都N视频记者获悉，近日，国家企业信用信息公示系统显示，新石器无人车关联公司新石器慧通（北京）科技有限公司发生工商变更，腾讯旗下广西腾讯创业投资有限公司正式新增为股东。此举成为腾讯加码AI与自动驾驶赛道、布局智慧物流场景的重要信号，是其完善AI与自动驾驶场景化落地布局的关键一步。 　　新石器无人车方面表示，公司通过技术创新与场景深耕构建起的核心优势，是获得腾讯战略入股的核心原因。腾讯将进一步为公司补充资本支撑，助力其产能提升、技术迭代与全球化扩张。双方合作的持续深化，有望形成“技术+场景+资本”的协同效应。　　2025年10月，新石器无人车官宣完成逾6亿美元D轮融资，由阿联酋磊石资本领投，并由高成投资、信宸资本（中信资本旗下私募股权投资业务）、鼎晖VGC、朝希资本、北京市人工智能产业投资基金及某大型互联网公司联合领投。融资款项将持续投入于算法和技术研发，开发拓展面对不同商业化场景的新产品，进一步完善服务网络、发力海外市场。新石器无人车有关人员对南都记者透露，此次腾讯战略入股实际是D轮的一部分，并非新增的投资轮次，其中“某大型互联网公司”就是腾讯。工商信息更改之后，他们的名字就显示了。 　　当下，AI技术的深度突破正在推动自动驾驶产业从试点探索迈入规模化商业落地的关键阶段，智能出行与智慧物流作为自动驾驶技术的核心应用场景，已成为科技企业布局的重中之重。南都记者此前梳理发现，新石器、白犀牛、九识等L4级无人驾驶技术企业均在2025年获得了多轮融资，投资方中普遍都出现了头部互联网公司或科技企业的身影，反映出头部互联网平台正通过对无人物流的加速投入，参与即时配送市场的竞争。 　　根据公开信息，新石器无人车在2025年三度获得外部融资，累计金额至少达到7亿美元，除了腾讯，早前滴滴出行也加入了该公司的战略融资，理想汽车参与过更早期的融资。白犀牛也在2025年获得三轮外部融资，全年累计融资额突破1亿美元，作为主要投资方之一的顺丰已多次加注。九识智能则于2025年获得B轮及B+轮融资，两次融资金额合计近4亿美元，蚂蚁集团、BV百度风投是主要投资方，美团战略投资部还参与了其2024年的融资。 　　同时，就在前不久，菜鸟官宣将以自身无人车业务注入、现金投资等方式入股九识公司。双方将进行双品牌运营，“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。至此，基于资本、技术与场景的深度融合，末端无人物流车市场已形成由“滴滴+腾讯+新石器无人车”“顺丰+白犀牛无人车”“蚂蚁集团+菜鸟+九识无人车”等多方竞争格局。 　　有业内分析指出，作为自动驾驶产业的核心驱动力，AI技术的成熟度直接决定了自动驾驶的落地效率与场景适配能力，而无人配送恰恰是L4级自动驾驶技术最易规模化落地的场景之一。腾讯在AI大模型、算力、数据、生态资源等方面的优势，亟须通过成熟的场景载体实现技术产业化落地，可与新石器在自动驾驶场景落地、车队运营、技术研发等方面的经验形成互补，助力新石器进一步强化技术壁垒、拓展市场版图，同时推动腾讯AI与自动驾驶技术的产业化落地，加速L4级无人驾驶技术在城市配送场景的商业化进程。 （文章来源：南方都市报）","kind":"news","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609755315","isCrawlerRequest":true}

腾讯战略入股新石器无人车 大厂加码智慧物流！新战局来了

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腾讯战略入股新石器无人车大厂加码智慧物流！新战局来了