Lates News

date
14/06/2025
Guojin Securities points out that unmanned logistics vehicles, based on automatic driving technology, are being applied in various fields such as express delivery, closed-loop transportation, etc. The iteration of products is fast, leading to a significant decrease in prices. The monthly cost of using unmanned vehicles is lower than traditional vehicles. Many logistics companies such as SF Express and JD.com have already laid out plans to reduce costs and increase efficiency. If SF Express completely replaces its end vehicles, it is estimated that profits will increase by 4.6 billion yuan. It is recommended to focus on direct-operated express delivery and franchised express delivery businesses.