In the first year of unmanned delivery, intelligent driving enterprises collectively all in
2025 is regarded as the "first year" of unmanned delivery vehicles, and intelligent driving companies are turning to the unmanned logistics track. Top enterprises are actively financing and accelerating mass production, and will usher in a collective "All in" strategic layout by 2026. Multiple enterprises have entered the market through cooperation, platformization, or RaaS models, and the "no picture solution" has lowered deployment barriers and enabled rapid reuse of L4 capabilities. Compared to the internal competition of passenger car intelligent driving, unmanned logistics has become a key choice for the second growth curve of enterprises due to its fast payment collection and clear scenarios.