Di Yi Cai Jing·2025-11-07 09:15Core Insights - JD Logistics plans to establish the world's first unmanned delivery station by April next year, showcasing its commitment to automation and AI in logistics [1] - The company believes that the social logistics cost in China can drop below 10% of GDP within the next five years, potentially accelerating progress compared to the past decade [1] Group 1: Unmanned Delivery Development - JD Logistics has made significant advancements in unmanned technology, with a decade of experience in automated logistics equipment, enabling large-scale deployment and simplified operations [1] - The unmanned delivery station will feature drones, unmanned delivery vehicles, and robotic arms for cargo handling, representing a comprehensive automation approach [1] Group 2: Industry Trends and Growth - The low-speed unmanned driving industry in China is projected to reach a sales scale of 12.3 billion yuan in 2024, reflecting a 45% year-on-year growth [3] - The deployment of unmanned vehicles in the express delivery sector is accelerating, with Jitu Express deploying 1,000 unmanned vehicles this year, up from 218 at the end of last year [3] Group 3: Economic Impact and Efficiency - The value of unmanned delivery is becoming increasingly evident, with Shenzhen's monthly delivery volume for functional unmanned vehicles surpassing one million in September, generating approximately 8.7 million yuan in commercial value [3] - The average delivery volume per unmanned vehicle in September was 34.7, an increase from 29.4 in August, indicating improved efficiency [3] Group 4: Investment and Future Plans - The capital interest in the unmanned delivery sector is rising, with leading companies securing over 8 billion yuan in financing this year [4] - JD Logistics plans to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [4] - The company has already tested unmanned trucks for over 700,000 kilometers internally, addressing last-mile delivery challenges [4]