--- title: "Three consecutive days for the stock price! JD Logistics breaks into car manufacturing, who will dominate the unmanned delivery sector?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/31764806.md" description: "Recently, a silver fleet originating from JD Logistics, full of technological sense, lay quietly on the exhibition stand, announcing a 60% cost reduction intelligent revolution in the logistics industry. The capital market also cast a vote of confidence in JD Logistics. As of 10 a.m. today, JD Logistics rose by 1.52%, marking a three-day consecutive rise, the strongest performance in nearly three months. This round of market trend coincides with JD Logistics launching a heavy product at the 17th International Transportation Technology and Equipment Exhibition - the self-developed VAN unmanned light truck. This logistics tool, equipped with L4 level autonomous driving capability..." datetime: "2025-07-14T11:20:14.000Z" locales: - [en](https://longbridge.com/en/topics/31764806.md) - [zh-CN](https://longbridge.com/zh-CN/topics/31764806.md) - [zh-HK](https://longbridge.com/zh-HK/topics/31764806.md) author: "[港股研究社](https://longbridge.com/en/profiles/3199113.md)" --- # Three consecutive days for the stock price! JD Logistics breaks into car manufacturing, who will dominate the unmanned delivery sector? Recently, a silver fleet originating from JD Logistics, full of technological sense, quietly lay on the exhibition stand, announcing a 60% cost reduction intelligent revolution in the logistics industry. The capital market has also cast a vote of confidence in JD Logistics. As of 10 a.m. today, JD Logistics rose by 1.52%, marking a three-day consecutive rise, the strongest performance in nearly three months. This round of market trend coincides with JD Logistics launching a heavy product at the 17th International Transportation Technology and Equipment Exhibition - the self-developed VAN unmanned light truck. This logistics tool, with L4 level autonomous driving capability, refreshes the industry record with a 24 cubic meter cargo space, targeting the replacement market for traditional 4.2-meter trucks. Trial operations have started in 30 cities including Beijing and Guangzhou, and the dispatch calls at 3 a.m. from express delivery bosses are being rewritten by technology. **Technology Implementation: Logistics Unmanned Light Truck Achieves "Self-Sustaining"** At the 17th International Transportation Technology and Equipment Exhibition, JD Logistics launched its self-developed unmanned light truck product - JD Logistics VAN, marking another important innovation in the field of unmanned driving. The JD Logistics VAN unmanned light truck has a super large cargo space of 24 cubic meters, making it the largest unmanned light truck in the logistics industry, capable of replacing traditional 4.2-meter trucks and applicable in logistics ferrying and transfer station links. With the advancement of large-scale application and continuous refinement of scenarios, the overall vehicle cost, driving safety, and operational efficiency of JD Logistics VAN will be further optimized. It is worth mentioning that the release of JD Logistics VAN is another important innovation in the integration of unmanned driving and logistics transportation. The product has a maximum full-load range of 400 kilometers and L4 level public road autonomous driving capability, capable of autonomously planning the optimal route, accurately identifying and flexibly avoiding obstacles, and calmly coping in complex traffic environments with mixed human and vehicle traffic. Moreover, JD Logistics VAN has shown significant advantages in high-frequency logistics scenarios such as e-commerce warehousing, express sorting, manufacturing supply chain, and cold chain transportation. Compared with traditional transportation methods, it can save about 60% of costs while significantly improving logistics operation efficiency. In terms of product design, JD Logistics VAN is a fully redundant vehicle-grade unmanned light truck, redefining the new paradigm of intelligent urban distribution logistics with "light truck-level loading + vehicle-grade reliability". It adopts a vehicle-grade wire control scheme, achieving an upgrade evolution of the existing commercial vehicle wire control scheme through multi-dimensional redundant design in braking, steering, communication, power supply, etc., building a safety base with ultra-low failure of key modules, and laying a bottom-line guarantee for L4 level autonomous driving, setting a new paradigm for the commercialization of L4 level unmanned light trucks. It can be said that JD Logistics VAN is a perfect combination of cutting-edge technology and green development concepts. On the technical level, JD Logistics VAN achieves rapid iteration of models through data-driven, enhancing scenario generalization capabilities. At the same time, relying on spatiotemporal joint decision-making planning and redundant safety systems, it ensures the safety of autonomous driving. In addition, with the help of a large-scale simulation system and continuously constructed high-quality simulation scenario sets and test sets, it achieves rapid iteration of algorithms, significantly improving delivery efficiency. JD Logistics VAN, through intelligent scheduling and path optimization, can effectively reduce urban traffic congestion and alleviate traffic pressure; its electric drive mode reduces dependence on fossil fuels and lowers carbon emissions; and its 24-hour uninterrupted work feature further enhances delivery efficiency. **Strategic Breakthrough: Differentiated Positioning to Avoid the Red Ocean of Car Manufacturing** When Lei Jun's Xiaomi SU7 is engaged in fierce price wars in the passenger car market, Liu Qiangdong has chosen a more pragmatic car manufacturing path for JD. Instead of chasing the eyeball effect of individual consumers, it focuses on deeply cultivating the efficiency pain points of the logistics industry. This differentiated path has allowed JD to successfully avoid the brutal competition in the passenger car market. Currently, there are hundreds of new energy vehicle manufacturers in China fiercely competing in the passenger car field, while in the field of logistics unmanned vehicles, there are only a few participants such as Cainiao and Jiushi Intelligent. JD's competitive advantage comes from its own logistics network. As a giant in China's e-commerce, JD naturally has a super large-scale application scenario, and these vehicles do not need to find customers because the customers are JD itself. Once the vehicles are launched, they have already started trial operations in 30 cities including Beijing and Guangzhou, and it is expected to complete the deployment of over a thousand units by the end of 2026. JD's car manufacturing actually had early signs. As early as May this year, JD's Beijing JD 360 E-commerce Co., Ltd. applied to register the "Joyrobotaxi" trademark, covering multiple fields such as transportation tools, scientific instruments, and logistics storage. In addition, JD has also cooperated with car companies such as BYD to promote the landing of car sales business. This year, it will hold hundreds of large gatherings in 50 cities and invest 500 million yuan to promote the "trade-in" activity. Before JD, many internet companies including 360, Xiaomi, and Baidu have entered the automotive field. Although JD entered the game a bit late, it does not lack application scenarios and industrial resources, and it is expected to enter a broader passenger car consumer market in the future. As a giant in China's e-commerce, JD's greatest advantage lies in its huge logistics network and supply chain management capabilities, rather than product design capabilities for end consumers. Therefore, JD has chosen a completely different car manufacturing path from Tesla and Nio: not to make "toys" for individuals, but to make "tools" to improve its own logistics efficiency. Strategic patience and deep cultivation of scenarios are the keys to JD's success in car manufacturing. During nearly ten years of preparation, JD has accumulated valuable experience through gradual innovation in logistics unmanned vehicles. In 2016, JD launched its first logistics autonomous vehicle and completed testing during the Double Eleven period; in 2019, the intelligent courier vehicle 4.0 achieved L4 level autonomous driving, providing contactless delivery services for Wuhan hospitals; in 2021, JD became one of the first companies to obtain a license and achieve "licensed employment" of unmanned delivery vehicles; in 2024, the "DIDO Autonomous Driving Logistics Vehicle" cooperated with King Long Motor was put into trial operation in Suzhou. This series of technological accumulations finally achieved a qualitative leap on JD Logistics VAN, making it have mature commercial application capabilities once launched. **Conclusion** The emergence of JD Logistics VAN is an efficiency revolution in the logistics industry that has not been seen in a century. JD Logistics VAN unmanned light truck is like the first technological fulcrum wedged into the traditional logistics chain, and the 24 cubic meter cargo hold carries not only goods but also an economic account of 60% cost reduction. As players such as Cainiao and Jiushi Intelligent enter the game one after another, the 728 billion yuan unmanned delivery market estimated by Dongxing Securities Co., Ltd. is accelerating its opening. Liu Qiangdong's ten-year automotive chess game finally landed on the logistics light truck - not to make "toys" for individuals, but to make "tools" to improve its own efficiency. This silver fleet is heading not only to JD warehouses in 30 cities but also to a logistics new era that no longer requires dispatch calls at 3 a.m. ### Related Stocks - [02618.HK](https://longbridge.com/en/quote/02618.HK.md) - [JD.US](https://longbridge.com/en/quote/JD.US.md) - [89618.HK](https://longbridge.com/en/quote/89618.HK.md) - [09618.HK](https://longbridge.com/en/quote/09618.HK.md) - [HJDD.SG](https://longbridge.com/en/quote/HJDD.SG.md)