无人叉车专题：临近技术奇点，入局者众

Investment Rating - The report provides a "Buy" rating for the industry, indicating a strong expectation for stock performance relative to the market index over the next six months [62]. Core Insights - The AGV (Automated Guided Vehicle) and unmanned forklift industry is approaching a technological inflection point, with anticipated demand growth. Beneficiaries include companies like Anhui Heli, Hangcha Group, Noli Forklift, Zhongli Group, and Lanjian Intelligent [5][62]. - The AGV market in China is projected to reach 22.1 billion yuan by 2024, with a compound annual growth rate (CAGR) of 21% from 2022 to 2024. The penetration rate of unmanned forklifts is expected to increase significantly as technology advances [5][44]. Summary by Sections What is an Unmanned Forklift? - Unmanned forklifts are a branch of AGVs, which are battery-powered vehicles equipped with navigation modules that can autonomously transport goods [3][11]. Core Technologies of AGVs and Unmanned Forklifts - The core technologies include positioning and navigation, perception, control systems, and robot scheduling systems. The development of AI models is expected to enhance the perception capabilities of AGVs, allowing for more autonomous operations [4][22][30][34]. Market Size - The global AGV market was approximately $4.75 billion in 2022, with a projected growth to 22.1 billion yuan in China by 2024. The domestic market is expected to grow at a CAGR of 21% from 2022 to 2024 [5][44][49]. Competitive Landscape - The AGV industry in China has seen the emergence of various players, categorized into three main types: specialized AGV manufacturers, traditional forklift manufacturers, and new entrants. The competitive landscape remains uncertain with many participants [5][59].