2025年中国无人物流车行业调研简报-20251111

Investment Rating - The report does not explicitly state an investment rating for the unmanned logistics vehicle industry Core Insights - The unmanned logistics vehicle is defined as an intelligent transport tool based on autonomous driving technology, primarily used in logistics scenarios for express delivery, with applications expanding to industrial parks, airports, and medical centers [3][5] - The primary application scenario for unmanned logistics vehicles is the delivery service from express points to community stations, which helps logistics companies reduce costs and improve efficiency [5][8] - As of 2024, the scale of unmanned logistics vehicles in China has exceeded 6,000 units, with urban end delivery being the fastest-growing core scenario [18] - The price of unmanned logistics vehicles has significantly decreased from millions to tens of thousands due to technological breakthroughs, scale production, and market competition [25] Summary by Sections Application Scenarios - Unmanned logistics vehicles are mainly used for short-distance transportation (5-20 km) between express points and community stations, replacing traditional delivery vehicles and reducing labor costs [5][8] - The urban delivery market is the fastest to adopt unmanned logistics vehicles, with cities like Shenzhen achieving daily transport volumes of 80,000 packages and a cost reduction of 1.32 yuan per package [18] Market Segmentation - The market application distribution of unmanned logistics vehicles includes 70% in urban delivery, 15% in rural delivery, and 10% in cold chain logistics [12][13] - The cold chain logistics demand is projected to reach 365 million tons, with a year-on-year growth of 4.3%, driven by fresh e-commerce and medical delivery scenarios [18] Cost Dynamics - The price of unmanned logistics vehicles is expected to continue decreasing due to advancements in technology, particularly in the localization of key components like LiDAR and batteries [25] - The operational costs of unmanned logistics vehicles are significantly lower than traditional fuel vehicles, with reduced labor and energy consumption [25] Policy Impact - China's supportive policies have transitioned the unmanned logistics vehicle industry from pilot exploration to large-scale implementation, with sales increasing eightfold in the past three years [31] - In contrast, the U.S. and EU face limitations due to regional policies and high adaptation costs, affecting market promotion [31] Competitive Landscape - The market is characterized by a "head-led, scenario-segmented, ecosystem-coordinated, and standard-unified" competitive structure, with major suppliers categorized into three types: autonomous driving technology firms, delivery scenario-focused companies, and automotive background firms [38] - The competition is shifting from a focus on technology to ecosystem collaboration, with logistics giants and tech companies forming alliances [38]