东海证券：无人叉车进入加速渗透期 厂商积极布局智能物流

Core Insights - The report from Donghai Securities highlights the rapid advancement and increasing penetration of unmanned forklifts in the logistics and manufacturing sectors, driven by technological improvements, cost reductions, and expanding application scenarios [1][3] - Domestic leading forklift companies are actively investing in intelligent logistics and robotics, which is expected to reshape the competitive landscape of the logistics industry [1] Industry Overview - Unmanned forklifts represent a fusion of forklift and unmanned driving technologies, utilizing navigation and positioning technologies to enable autonomous operations [2] - These forklifts enhance material flow between production stages, contributing to a flexible internal logistics system and supporting the intelligent upgrade of warehousing logistics [2] - Key advantages of unmanned forklifts include high safety, cost reduction, 24/7 availability, flexibility, and strong environmental adaptability [2] Market Potential - The market for unmanned forklifts is entering an accelerated penetration phase, with significant growth expected in sales and market size [3] - In 2024, domestic sales of unmanned forklifts are projected to reach approximately 24,500 units, with a penetration rate of only 1.9% [3] - By 2027, the penetration rate is anticipated to increase to 5%, with sales expanding to 74,100 units and the market size expected to exceed 13.3 billion yuan, more than double the market size in 2024 [3]