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从“执行者”到“决策者”,产销两旺!AI助力无人叉车成为行业增长新引擎
Yang Shi Wang·2025-07-31 09:22

Core Insights - The forklift industry in China is experiencing a significant shift towards electric forklifts, with sales expected to exceed 739,334 units in the first half of 2025, of which electric forklifts account for over 74% [2][10][11] - The demand for electric forklifts is driven by lower costs and increased efficiency, leading to a rapid rise in orders and production capacity [7][8][19] - The integration of AI technology is transforming the industry, with electric unmanned forklifts becoming a new growth engine [11][19] Sales and Market Trends - In the first half of 2025, electric forklift sales reached 550,000 units, representing over 70% of total forklift sales [2] - A specific forklift company in Hangzhou reported record shipping volumes in June, with daily shipments reaching over 100 containers [3] - Large forklifts over 10 tons have seen a notable increase, with orders for port machinery growing by 315% and shipping volumes increasing by 460% [5] Cost and Production Dynamics - The cost of electric forklifts has decreased, leading to a price parity with internal combustion forklifts, while their operational costs remain lower [7] - A forklift company in Anji has shifted all production capacity to electric forklifts due to rapid demand from downstream companies transitioning from oil to electric [8] Technological Advancements - The use of AI and digital twin technology is enhancing the capabilities of electric unmanned forklifts, allowing for improved efficiency and cost reductions of over 30% in logistics and warehousing [17][19] - The DAS system implemented in smart factories enables faster material retrieval, reducing the time from half a day to 10-15 minutes [15] Future Outlook - The electric forklift market is projected to grow by over 15% year-on-year, with the penetration rate expected to rise from under 20% a decade ago to over 73% by 2024 [10][11] - Domestic unmanned forklifts are anticipated to evolve from product-level exports to system-level solutions, enhancing competitiveness in the global market [20]