Guojin Securities: Unmanned logistics vehicles reconstruct the cost structure of express logistics, and the application has exploded.

Guo Jin Securities pointed out that unmanned logistics vehicles, based on automatic driving technology, are being applied in various fields such as express delivery and closed scene transportation. The products iterate quickly, prices have dropped significantly, and the monthly operating costs are lower than traditional vehicles. Many logistics companies such as SF Express and JD.com have already started implementing this technology, which can reduce costs and increase efficiency. If SF Express fully replaces its end vehicles, it is estimated to increase its profits by 4.6 billion yuan. It is recommended to pay attention to direct-operated express delivery and franchise express delivery services.