机构：中国无人叉车市场有望快速增长

Core Viewpoint - The sales of various types of forklifts in August 2025 reached 118,000 units, representing a year-on-year growth of 19.4%, driven by the recovery of the manufacturing sector and the competitive advantages of domestic manufacturers in cost, electrification, and delivery times [1] Group 1: Sales Performance - Domestic sales amounted to 70,174 units, with a year-on-year increase of 19.3% [1] - Export volume reached 47,913 units, showing a year-on-year growth of 19.6% [1] Group 2: Market Trends - The forklift industry is highly correlated with macroeconomic conditions, and the recovery in manufacturing is expected to positively impact domestic forklift sales [1] - Domestic forklift manufacturers are expanding their presence in overseas markets, highlighting their global competitiveness [1] Group 3: Technological Advancements - The development of AI-driven unmanned forklift technology is progressing, with promising prospects for smart logistics [1] - The integration of "AI + logistics" is accelerating, leading to a market evolution towards technology-driven and multi-collaborative solutions, indicating long-term growth potential in the smart logistics sector [1] - As of 2023, the penetration rate of unmanned forklifts in China was only 1.66%, but with decreasing deployment costs and AI empowerment, the market is expected to grow rapidly, indicating significant future growth opportunities [1]