易咖智车副总裁任亮亮：无人配送车市场进入快速放量阶段

Core Insights - The autonomous driving industry in China is entering a phase of large-scale commercialization, particularly in the unmanned delivery vehicle market, which has seen technological validation and a mature business model [1][2] - The market for unmanned delivery vehicles is rapidly expanding, supported by favorable policies and increasing demand for urban service-oriented autonomous vehicles [1][3] Industry Development - The evolution of the unmanned delivery vehicle industry has progressed through distinct phases: from a "laboratory stage" focused on technical breakthroughs (2018-2021) to a phase of cost control and market acceptance (2022-2023), with a projected shift towards widespread market adoption starting in 2024 [2][3] - Over 200 cities in China have granted road rights for unmanned vehicles, establishing a foundation for the deployment of autonomous delivery services [2] Company Strategy - EasyGo Smart Vehicle Technology Co., Ltd. aims to provide core infrastructure for the industry, focusing on the development of line-controlled chassis as a key component for autonomous driving and electric vehicles [4][5] - The company has established a high industry barrier through innovative vehicle design and a comprehensive product solution, offering over 40 unmanned vehicle products tailored for various scenarios [5][6] Market Expansion - EasyGo has seen significant growth, with a 2.5 times year-on-year revenue increase in the first half of 2025 and over 6,000 vehicles delivered by July 2025 [6][7] - The company is also expanding its international presence, exporting products to regions such as the Middle East and Southeast Asia, while enhancing its manufacturing capabilities to support global operations [7][8]