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update time：2025-07-25
page views： On June 18, Cainiao launched a new unmanned vehicle and started pre-sale at the same time. The model is Cainiao GT-Lite, priced at 21,800 yuan. After superimposing the limited-time discount, the price is 16,800 yuan. Cainiao said that the model can realize the landing use of L4 unmanned express vehicles.
Huayuan Securities said that the product price reduction right of way opens the application scenario, and the logistics unmanned vehicle ushered in a large-scale commercial period. Driven by the progress of intelligent technology and the decline in the price of parts, companies such as Nine Knowledge and Neolithic will release flagship products in the second half of 2024. The price of mainstream models X3/Z5/X6 bicycles will be reduced to less than 50,000 yuan. With the addition of FSD fees, the cost of using traditional logistics vehicles has become economical. In addition, in recent years, many places have successively introduced policies to support the development of unmanned vehicles, and the number of approved road rights has increased rapidly, laying the foundation for commercial application. In 2025, the order volume of some head manufacturers will rapidly exceed 10,000 units. Downstream express delivery companies have expressed their active procurement, and large-scale commercial use has entered a period of rapid growth.
According to the theme library of the Financial Union, among the relevant listed companies:
Xingwang Yuda said that in terms of unmanned vehicles, the company's autonomous driving system is based on the transformation of passenger electric vehicles, and is equipped with self-developed computing units, perception kits, high-precision positioning modules, autonomous driving road networks and other components to realize path planning, autonomous driving, obstacle avoidance and detour, traffic strategy and other functions.
Xiangyou Technology, as a supplier of postal logistics Beidou equipment and a technical solution provider, contacts partners of unmanned delivery vehicles according to postal needs to adapt related functions.
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