Zhong Guo Neng Yuan Wang·2025-09-02 01:40Core Insights - The report from Donghai Securities highlights a significant growth forecast for the sales of unmanned forklifts in China, predicting an increase from approximately 24,500 units in 2024 to 74,100 units by 2027, with a penetration rate rising from 1.9% to 5% [1][3] Investment Recommendations - Unmanned forklifts represent a fusion of forklift and unmanned driving technology, enabling efficient material flow between production stages and supporting the intelligent upgrade of warehouse logistics [2] - The deployment of unmanned forklifts can yield a return on investment within 1-2 years, replacing 2-3 forklift drivers and saving annual labor costs of 150,000 to 300,000 yuan [2] Market Trends - The unmanned forklift market is entering an accelerated penetration phase, driven by technological advancements, cost reductions, and expanding application scenarios, with the market size expected to exceed 13.3 billion yuan by 2027, more than double that of 2024 [3] - The current market is in the early stages of large-scale application, transitioning from "early adoption" to a "golden phase of accelerated penetration" [3] Company Focus - Attention is drawn to leading domestic forklift companies actively engaging in the smart logistics and robotics sector, which is expected to reshape the competitive landscape of the logistics industry [3] - Key companies to watch include Anhui Heli, Hangcha Group, Zhongli Co., Jingsong Intelligent, and Geek+ due to their strong brand recognition, overseas presence, and robust R&D capabilities [3]