As a branch of autonomous driving, the Chinese market for robodelivery vehicle (unmanned delivery vehicle) is poised for explosive growth in 2025. A market report on China Robodelivery Vehicle Industry Market Report 2023-2027 indicates that deliveries are expected to reach 39,500 units in 2025, a 348% increase from 8,800 units in 2024. The market value is projected to reach $320 million, a 229% increase from $97 million in 2024.
NEOLIX is projected to deliver 15,000 units in 2025, a 7.5-fold increase from 2,000 units in 2024, with revenue expected to reach $135 million, a 6-fold increase from 2024. ZELOS, ranked second, is expected to deliver 13,000 units in 2025, a 6.5-fold increase from 2,000 units in 2024, with revenue projected to reach $117 million, a 4-fold increase from 2024.
The most significant characteristic of robodelivery vehicle in 2025 is the substantial drop in hardware prices, with the lowest price reaching $2,500, a fourfold decrease from the previous $10,000. However, unmanned delivery software services have seen significant growth. Previously free and handled by the vehicle companies themselves, software is now offered through subscriptions, costing around $3,000 annually.
In 2025, China’s logistics and express delivery market is projected to deliver 198.6 billion parcels, with the on-demand delivery (instant delivery) market reaching 54.2 billion, and the entire last-mile delivery market reaching $82.2 billion. The production capacity of unmanned delivery vehicles reached 70,000 units in 2025, and is projected to reach 214,000 units by 2027.
Among unlisted startups in the robodelivery vehicle market, Neolix has the highest valuation at $5.5 billion, followed by ZELOS with a valuation of $5 billion. Neolix raised $700 million in 2025, while ZELOS raised $300 million.
In October 2025, JD Logistics announced plans to purchase 31 million unmanned vehicles over the next five years, deploying them across the entire logistics supply chain. Also in October, China Post, a Chinese logistics giant, placed an order for 7,000 unmanned vehicles.
Key companies involved in robodelivery vehicles:
1) As of September 2025, Neolix had delivered over 10,000 unmanned vehicles, with a monthly delivery capacity exceeding 2,000 units, deployed in over 300 cities nationwide. The Neolix X3 and X6 models have each exceeded 4,000 units delivered. Neolix has also established strategic partnerships with companies in the UAE, South Korea, and Japan, collaborating on autonomous driving, intelligent logistics, and smart city construction.
2) With the production bases in Jiaxing and Huai’an now operational, ZELOS’s production capacity has exceeded 50,000 units per year, and is expected to reach 100,000 units per year in 2026. ZELOS has already deployed its vehicles in Singapore, Japan, South Korea, and the Middle East. The E6 hardware is priced at $2,800 USD, and the FSD (Full Self-Driving) monthly subscription service is $260 USD per month.
3) As of August 2025, Cainiao had delivered over 1,500 unmanned vehicles and planned to deliver 2,500 this year. Due to the explosive growth of the unmanned delivery vehicle market, Cainiao signed a strategic cooperation agreement with Inspur, and the two parties will conduct in-depth cooperation on the manufacturing and application promotion of unmanned vehicles.
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China Robodelivery Vehicle Industry Market Report 2023-2027
Price: Single License $1288, Enterprise License $2688
Region: China
Pages: 34
Report Release Date: November 2025
China Robodelivery Vehicle Industry Market Report 2023-2027 is a professional and in-depth market report on the Chinese Robodelivery Vehicle industry. This report provides a comprehensive overview of the Robodelivery Vehicle industry, with data comprising 50% of the content, making it a comprehensive data report on the Chinese Robodelivery Vehicle industry.
This report introduces basic information about the Robodelivery Vehicle industry, including its definition, classification, applications, and industry chain overview. It then delves into the implementation status, financing situation, detailed data, and business cooperation of Robodelivery Vehicle companies in China.
Finally, the report introduces the future development of China’s Robodelivery Vehicle industry.
In summary, this is an in-depth data research report on China’s Robodelivery Vehicle industry. We thank the experts in the Chinese Robodelivery Vehicle industry for their support and assistance.
The report consists of three parts: Part One provides an overview of the industry; Part Two details the key players; and Part Three outlines future development trends and provides a summary.
Table of Contents
Part 1 5
Chapter 1 Market Overview 5
1.1 Definition of Robodelivery Vehicle 5
1.2 Classification of Robodelivery Vehicle 5
Table: Robodelivery Vehicle Market Classification Analysis 5
Table: Robodelivery Vehicle Price Analysis 6
1.3 Robodelivery Vehicle Industry Chain 7
Figure: Analysis of Robodelivery Vehicle Industry Chain 7
Chapter 2 Industry Data Overview 8
2.1 Robodelivery Vehicle Market Analysis 8
Table: Robodelivery Vehicle Market Analysis 8
2.2 Robodelivery Vehicle Company Data Analysis 8
Table: Market Analysis of Robodelivery Vehicle Companies’ Capacity 8
Table: Robodelivery Vehicle Company Capacity Market Share Analysis 8
Table: Robodelivery Vehicle Company Production Market Analysis 9
Table: Robodelivery Vehicle Company Production Market Share Analysis 9
Table: Robodelivery Vehicle Company Revenue Market Analysis 9
Table: Robodelivery Vehicle Company Team Size Market Analysis 9
Part Two 10
Chapter Three Analysis of Major Robodelivery Vehicle Companies 10
3.1 NEOLIX 10
3.1.1 Company Introduction 10
3.1.2 Company Financing History 10
3.1.3 Company Production Capacity 11
3.1.4 Company Technology Roadmap 11
3.1.5 Company Business Cooperation 11
3.1.6 Company Product Introduction 12
Table: Robodelivery Vehicle Product Introduction 12
3.1.7 Company Data Analysis 13
Table: Company Revenue Data Analysis 13
3.2 ZELOS 14
3.2.1 Company Introduction 14
3.2.2 Company Financing History 14
3.2.3 Company Production Capacity 14
3.2.4 Company Technology Roadmap 14
3.2.5 Company Business Cooperation 15
3.2.6 Company Product Introduction 15
Table: Robodelivery Vehicle Product Introduction 15
3.2.7 Company Data Analysis 16
Table: Company Revenue Data Analysis 16
3.3 Rino.ai 16
3.3.1 Company Introduction 16
3.3.2 Company Financing History 16
3.3.3 Company Production Capacity 17
3.3.4 Company Technology Roadmap 17
3.3.5 Company Business Cooperation 17
3.3.6 Company Product Introduction 18
Table: Robodelivery Vehicle Product Introduction 18
3.3.7 Company Data Analysis 18
Table: Company Revenue Data Analysis 18
3.4 CAINIAO 19
3.4.1 Company Introduction 19
3.4.2 Company Financing History 19
3.4.3 Company Production Capacity 19
3.4.4 Company Technology Roadmap 19
3.4.5 Company Business Cooperation 20
3.4.6 Company Product Introduction 20
Table: Robodelivery Vehicle Product Introduction 20
3.4.7 Company Data Analysis 20
Table: Company Revenue Data Analysis 20
3.5 MEITUAN 21
3.5.1 Company Introduction 21
3.5.2 Company Financing History 21
3.5.3 Company Production Capacity 21
3.5.4 Company Technology Roadmap 21
3.5.5 Company Business Cooperation 21
3.5.6 Company Product Introduction 22
Table: Robodelivery Vehicle Product Introduction 22
3.5.7 Company Data Analysis 22
Table: Company Revenue Data Analysis 22
3.6 JD 23
3.6.1 Company Introduction 23
3.6.2 Company Financing History 23
3.6.3 Company Production Capacity 23
3.6.4 Company Technology Roadmap 23
3.6.5 Company Business Cooperation 23
3.6.6 Company Product Introduction 24
Table: Robodelivery Vehicle Product Introduction 24
3.6.7 Company Data Analysis 24
Table: Company Revenue Data Analysis 24
3.7 Other Hardware Manufacturing Companies 25
3.7.1 HAOMO 25
3.7.2 ECAR 25
3.7.3 Go Further.AI 25
3.8 Other New Entrants 26
3.8.1 Momenta 26
3.8.2 Desay SV 26
3.8.3 WERIDE 26
3.8.4 MINIEYE 27
Part Three 27
Chapter Four: Analysis of Future Development Trends of Robodelivery Vehicle 33
Disclaimer 34