CITIC Securities: Autonomous Vehicle Growth to Surge Over 100%, Offering Cost Reduction Opportunities for Last-Mile Delivery
2025-06-05 / Read about 0 minute
Author:小编   

A recent research report by CITIC Securities predicts that by 2025, the procurement volume of autonomous vehicles by leading express delivery companies will more than double. This expansion will encompass various procurement methods, such as leasing and direct purchases by franchisees. The expansion of the autonomous vehicle fleet hinges critically on road access rights and outlet parcel density. In the context of last-mile delivery, the adoption of autonomous vehicles, when compared to traditional fuel vehicles of similar size, offers a cost optimization of 0.1 to 0.2 yuan per order for feeder distribution if purchased directly. However, the potential for cost optimization through leasing may be relatively limited. The industry anticipates further liberalization of road access rights, fostering cost reduction and efficiency enhancements in last-mile delivery services.