无人物流车火了！上市公司纷纷入局

Core Insights - The demand for unmanned delivery is increasing due to rising labor costs, with last-mile delivery costs exceeding 30% of total logistics costs [1][2] - The Chinese government has introduced favorable policies to support the commercialization of unmanned logistics vehicles, facilitating their deployment across various sectors [2][4] - The cost of unmanned vehicles is rapidly decreasing, making them more accessible for large-scale applications [3][4] Industry Acceleration - National policies have been implemented to promote unmanned logistics vehicles, including the issuance of "pass permits" and the gradual opening of road rights in various provinces [2] - As of September 2025, over half of China's 3,600 districts and counties support unmanned vehicles on the road, indicating a significant expansion of policy support [2] - The growing market demand, particularly in the pharmaceutical sector, is driving the need for faster delivery methods [2][7] Cost Reduction and Commercialization - The price of unmanned vehicles has dropped significantly, with some models now available for under 20,000 yuan, compared to over 1 million yuan in 2018 [3] - The supply chain for unmanned vehicles includes essential components like smart driving technology and sensors, with prices for these components also decreasing [3] - The reduction in delivery costs is paving the way for broader commercialization of unmanned vehicles [2][3] Strategic Company Initiatives - Companies like Desay SV and Youjia Innovation are entering the unmanned logistics market with differentiated strategies, focusing on low-speed unmanned vehicles and leveraging existing data for algorithm optimization [4][5] - Desay SV has launched its "Chuanxing Zhiyuan" brand, emphasizing the importance of adhering to automotive industry safety standards for large-scale procurement [4] - Youjia Innovation has quickly delivered its unmanned vehicles to clients in the express delivery sector, establishing strategic partnerships with local postal services [5] Commercial Success Stories - The collaboration between Zhongying Pharmaceutical Group and Cainiao has set a benchmark in pharmaceutical delivery, achieving a 50% cost reduction and a 70% efficiency increase through unmanned vehicle deployment [7] - In the express delivery sector, unmanned vehicles have significantly lowered costs, with one logistics hub reporting a 70% reduction in per-package costs [7] Challenges and Future Outlook - Despite rapid growth, the unmanned logistics industry faces challenges related to system integration and balancing costs, performance, and timelines [8] - The potential for unmanned vehicles to replace traditional transport methods is substantial, with an estimated market size of 207.1 billion yuan [9] - Industry experts predict that unmanned delivery will become a standard practice in logistics within the next 3 to 5 years as costs continue to decline and technology advances [9]