Zheng Quan Shi Bao·2025-10-24 14:18Core Viewpoint - JD Logistics announced a five-year procurement plan to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones, aiming to strengthen its technological leadership in the smart logistics sector [1][3]. Group 1: JD Logistics Developments - JD Logistics is leveraging technology to reshape the logistics system, with a focus on the upcoming 11.11 shopping festival, which will feature extensive use of robots across over 20 provinces in China and more than 10 countries globally [3]. - The deployment of robots, unmanned vehicles, and drones is expected to create a robust foundation for JD's super supply chain, reducing logistics costs for society and enhancing efficiency for millions of partners [3]. Group 2: Industry Trends - The logistics industry is accelerating the automation of various processes, with major players like SF Express also making significant advancements in unmanned vehicle applications, having deployed over 1,800 unmanned vehicles across 72 cities by mid-2025 [4]. - The market for unmanned urban distribution vehicles is projected to exceed 30 billion yuan by 2030, driven by mature technology, clear business models, and strong policy support [5]. - Meituan has also entered the drone delivery market, achieving over 670,000 commercial orders by September 2023, surpassing the order volume of Google's Wing Aviation [5].