SF Holding(SZ:002352) 证券时报·2025-10-24 14:15Core 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 [2]. Group 1: JD Logistics' Strategy - JD Logistics is leveraging technology to reshape the logistics system, with a focus on the upcoming 11.11 shopping festival, which will feature the most technologically advanced logistics support in China's history [4]. - The deployment of the "Wolf Pack" series robots has been scaled across over 20 provinces in China and more than 10 countries globally, making JD Logistics the comprehensive logistics company with the highest application of robots in the industry [4]. - The large-scale and intelligent application of robots, unmanned vehicles, and drones will create a robust foundation for JD's super supply chain, helping to reduce logistics costs for society and enhance the shopping experience for consumers [4]. Group 2: Industry Trends - The logistics industry is witnessing an acceleration towards automation, with major players like SF Express also making significant advancements in unmanned vehicle applications [6]. - SF Express reported that by mid-2025, it had deployed over 1,800 unmanned vehicles across 72 cities in 19 provinces, establishing a unified service and monitoring platform for improved operational efficiency [5][6]. - According to a report by招商证券, the unmanned city distribution vehicle market is expected to exceed 30 billion yuan by 2030, driven by mature technology and supportive policies [6]. Group 3: Drone Delivery Developments - Meituan has initiated drone delivery services in multiple cities, obtaining operational permits from the Civil Aviation Administration of China and Dubai's Civil Aviation Authority, with over 670,000 commercial orders by September 2023 [7].