Autonomous vehicles working in public service sector set to surge

Unmanned logistics vehicles work in a transfer center in Nantong, Jiangsu province, in April. ZHANG JINGANG/FOR CHINA DAILY

Automakers are entering the unmanned delivery vehicle market, with many launching products this year. Experts predict 2026 will be a watershed year as self-driving delivery technology evolves from early trials to profitable commercial operations.

Data from the China Communications and Transportation Association shows the nation's unmanned delivery fleet surged to 47,000 units in the first quarter of 2026, up from just around 10,000 units in 2024, with over 100 cities permitting these vehicles on public roads.

Zelos led the market with a 53.2 percent share and 25,000 units in operation, followed by Neolix at 36.2 percent and 17,000 units.

Soochow Securities projects the national fleet will exceed 100,000 units by the end of 2026.