The unmanned logistics vehicles concept sector demonstrated strong momentum in China’s A-share market today, with multiple related firms seeing explosive stock price gains. Tongda Electric notched 5 limit-up days in 6 consecutive trading sessions, Yunnei Power achieved 4 limit-ups in 6 days, Debang Co., Ltd. logged 2 straight limit-ups, while Tair Co., Ltd. and Xingwang Yuda also hit daily limits. Keji Intelligent surged over 10%, reflecting sustained sector heat.
Policy-level support emerged as the core driver behind the sector’s rally. At the Port Innovation and Technology Conference hosted by the China Port Association on May 27, Zhao Xiaohui, Deputy Director of the Innovation and Development Department under the Ministry of Transport’s Science and Technology Bureau, disclosed that the ministry is fully advancing the “Artificial Intelligence + Transportation” initiative. The top-level design document, *Opinions on “Artificial Intelligence + Transportation”*, has completed public consultation and will be released shortly, set to provide a systematic policy framework for large-scale unmanned logistics vehicle applications in transportation.
Concurrently, a representative from the Ministry of Commerce’s Department of Circulation Development recently interpreted the *Action Plan for Accelerating the Development of Digital and Intelligent Supply Chains* jointly issued by eight departments, emphasizing efforts to reduce overall social logistics costs and promote adoption of facilities like intelligent vertical warehouses, automatic guided vehicles, and unmanned delivery vehicles. Policy support from both technological innovation and application implementation has injected robust momentum into the industry.
Changjiang Securities noted that low-speed unmanned logistics vehicles have expanded from closed-site to open urban delivery scenarios. Estimates show the total replaceable truck sales volume stands at 2.85 million units, with the existing replaceable fleet potentially exceeding 10 million. As unmanned logistics vehicle technology iterates and road access policies relax, market size is expected to accelerate growth.
Data shows leading firms’ total delivery volume is projected to reach tens of thousands of units by 2025, though current market penetration remains below 1% of the replaceable market. Taking last-mile delivery as a benchmark, if unmanned vehicle penetration exceeds 17%, the corresponding market size could top 100 billion yuan—highlighting huge potential under dual drivers of technological maturity and policy liberalization.
Industry insiders analyze that converging policy dividends and technological progress are propelling unmanned logistics vehicles from concept to practical implementation, with upstream and downstream industry chain enterprises set to benefit from ongoing market expansion. Future focus should lie on policy detail implementation timelines and commercialization progress, key variables for industry development.
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