Unmanned courier cars have landed in some communities in Beijing, and many companies entered the market for trillions of markets

Reporter Jia Li

Epidemic prevention work promotes heating the unmanned distribution market. Recently, in some communities in Beijing, unmanned smart express cars have been put into operation. This industry has become a key area for capital competition.

On June 16, the relevant person in charge of the Mushroom Cartoon Union said in an interview with the Securities Daily reporter that at present, the Mushroom Car Union’s autonomous driving carrier and logistics vehicle have entered some communities in Shunyi District, Beijing. During the period, the capacity of about 4 courier was resolved. "Although unmanned smart cars still need time on large -scale commercial use, the more significance is to achieve the implementation of car road cloud collaborative technology. This technology will be applied to a wider range of urban public services."

Can the landing of self -driving unmanned vehicles solve the "last kilometer" industry problem? How big is the market space behind it?

Drone from pilot to commercial use

At present, unmanned vehicles have moved from pilot to commercial stages in China.

Relevant sources of the Mushroom Car Union said that in fact, in May this year, its autonomous logistics vehicle has entered some communities in Shunyi District, Beijing. The next step of the business model of car roads will gradually be promoted in multiple scenarios across the country. He revealed to reporters: "The mushroom carts are about 100 kilometers and the loading capacity is 400 kilograms. Delivery on day and night, 1 car can support the distribution of 2,000 residential communities."

It is understood that unmanned vehicles of Meituan and JD.com have also operated in some communities in Shanghai and other cities to further solve the "last kilometer" problem of sealing and controlling communities and local living distribution.

Zhou Xibing, a senior management expert in China ’s localized management, told the Securities Daily that the drone has a huge market space, and the market size will exceed one trillion yuan. "With the scene of China's 5G itself, the header's layout of the unmanned vehicle compete for the entrance of the platform, the courier giants and the Internet industry head enterprises are competing to enter, and related projects have settled one after another."

Due to its extensive market space, unmanned vehicles have attracted a lot of capital in recent years. Huawei and other technological giants and traditional car companies have launched competitions. According to the statistics of the Institute of New Strategy's driverless driving industry, in 2021, the domestic and foreign autonomous driving industry disclosed more than 200 important financing events, with a total financing of nearly 150 billion yuan (including IPO). Among them, low -speed driverless products and solutions suppliers raised nearly 70 starting from 70 and over 30 billion yuan.

"Who will occupy the market first, who will have the initiative to obtain the resources of advertising, finance, merchants settled in, and courier cooperation, and may even become the builders of the industry barriers." An unmanned car supplier said The potential market value behind the launch is enough to trigger the battle for head companies.

Lai Yang, a member of the Expert Committee of the China Commercial Federation, believes that "Due to the restrictions on driving distance, unmanned cars are currently used more in local scenarios. Most of the enterprises are strategic layouts. However, the cost of 'last kilometer' can be reduced. After the enterprise has a high efficiency plan, it is expected to be popularized in scale. However, in the fields of industry and other fields, unmanned vehicles have begun to gradually commercialize. "

It is expected to leverage the broader market

"The last mile 'is just part of the application scenarios of the mushroom car union autonomous driving. Market space. "The person in charge of the Mushroom Company said.

It is understood that intelligent networking and vehicle road collaboration involves intelligent connected vehicle devices such as vehicle manufacturing, automotive electronics, chips, and roads in the road side perception and edge computing.

In recent years, the large -scale landing of autonomous driving in the city has driven the construction of new generation of information technology represented by 5G base stations, AI, big data centers, and industrial Internet. Recently, many provinces across the country have released new infrastructure construction plans to accelerate the implementation of new infrastructure projects. Initial estimates in the industry, the total investment of new infrastructure projects during the "14th Five -Year Plan" period will reach more than 20 trillion yuan.

Zhiyan Consulting speculates that the total size of the intelligent connected automotive industry from 2020 to 2030 is expected to reach nearly 2 trillion yuan, of which the size of the car road collaborative market is about 763 billion yuan. Enterprise vehicle road cloud integrated systemic solutions are expected to leverage the entire intelligent networking industry to land.

"At present, in the autonomous driving application scenarios, the field of car and road collaboration equivalent technology industry is expected to first move towards large -scale commercialization. As the business model gradually matures, the autonomous driving application industry is expected to produce a group of unicorn companies and realize it alone. Pay attention to the distinction of different cities and different scenarios, focusing on ecological connections, and at the same time, industry standards need to be unified, and ecology needs to be further integrated. "Zhou Xibing believes.

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