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According to GF Securities, unmanned logistics vehicles, powered by autonomous driving technology, are increasingly being adopted across various sectors, notably express terminal delivery and closed-environment transportation. These vehicles boast rapid product iteration, declining prices, and a monthly operational cost that now undershoots that of traditional counterparts. Leading logistics enterprises, including SF Express and JD.com, have integrated unmanned logistics vehicles into their operations to drive cost savings and operational efficiency. If SF Express were to fully transition its terminal delivery fleet to unmanned vehicles, it could potentially witness a profit surge of 4.6 billion yuan. It is advisable to keep a close watch on the initiatives of both directly-operated and franchised express delivery companies in this burgeoning sector.
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