Core Viewpoint - Zhongtong Express has entered a new phase of "human-machine collaboration" in delivery with the deployment of autonomous delivery vehicles in Shenzhen, which may enhance profitability for franchisees and impact the overall industry dynamics [1] Company Developments - Zhongtong Express's stock rose by 3.33% to HKD 161.4, with a trading volume of HKD 462 million [1] - The company has launched its first batch of end-terminal intelligent delivery devices at the Shuanglong site in Shenzhen, featuring autonomous vehicles equipped with multiple sensors for obstacle avoidance, traffic light recognition, and automatic parking [1] Industry Trends - According to Huayuan Securities, the use of autonomous vehicles could reduce costs by approximately HKD 0.11 per package in the transportation scenario from the site to the station, potentially improving profit margins across the supply chain [1] - The current trend of adopting autonomous vehicles is likened to the previous automation upgrades in distribution centers, suggesting that new technologies and capital expenditures may disrupt existing operational models and balance [1] - Companies with scale and profit advantages may accelerate transformation, leading to new cost advantages and changes in industry structure [1]
中通快递-W涨超3% 公司在深布局首批末端智能配送设备 机构看好无人车商用快速增长