对话佑驾创新CEO刘国清：我们不靠低价抢单，市场缺靠谱的商机丨L4十人谈

Core Viewpoint - The company aims to deliver over 10,000 units of its unmanned logistics vehicles by 2026 and anticipates achieving single-quarter profitability earlier than 2027 [1][2]. Group 1: Company Development and Strategy - Since entering the unmanned logistics sector with the "Xiao Zhu Unmanned Vehicle" brand, the company has received over 1,000 orders within three months, targeting diverse applications such as express logistics and urban distribution [2][22]. - The founder, Liu Guoqing, emphasizes a cautious approach to new business ventures, preferring to enter markets at the onset of their growth phases, which has allowed the company to build a solid foundation in technology and resources [4][14]. - The company reported a 46.01% year-on-year increase in revenue and a 54.8% increase in gross profit from its core passenger vehicle business in the first half of 2025, indicating strong operational performance [4]. Group 2: Market Position and Competition - The unmanned logistics market is competitive, with established players like Nine Senses and New Stone leveraging first-mover advantages and partnerships with industry giants [2]. - The company has identified that the unmanned vehicle market is not short of opportunities but lacks reliable business models, focusing on filtering genuine customer needs from mere market hype [10][12]. Group 3: Product Development and Challenges - The company has transitioned from developing unmanned buses to unmanned vehicles, believing that specific scenarios for Level 4 (L4) automation can achieve commercial viability in a relatively short timeframe [7][21]. - The company is committed to ensuring that its unmanned vehicles meet high standards of quality and reliability, leveraging its experience in passenger vehicle production to enhance operational efficiency [24][15]. - Challenges in the unmanned vehicle sector include operational integration with human workers and ensuring safety during loading and unloading processes [11][28]. Group 4: Future Outlook and Goals - The company anticipates that achieving a delivery scale of around 10,000 units will signify a mature market, with profitability expected to be realized sooner than 2027 due to the standardized nature of the products [29][30]. - The company is optimistic about the future of the unmanned logistics market, viewing it as a potential key revenue driver and exploring opportunities for international expansion in regions with high labor costs [35].