凌晨三点,谁在送快递
The Rise of Unmanned Delivery Vehicles in China
On June 30, 2026, China's express delivery volume exceeded 100 billion items, nine days earlier than the same figure reached the previous year.
Behind the astonishing growth rate is a increasingly realistic problem: relying on constant recruitment to handle parcels has reached a ceiling.
And the last few kilometers of delivery are precisely the most labor-intensive and difficult-to-reduce-cost link in the entire chain.
As a result, a batch of driverless small vehicles quietly hit the city streets.
These vehicles, known as "functional unmanned vehicles," are no longer just samples at exhibitions.
Over a hundred cities across the country have opened road rights to them, with places like Beijing and Shenzhen even issuing L4 commercial licenses.
Taking ZTO Express as an example, over two thousand unmanned vehicles are operating in more than two hundred cities, handling about 200,000 end-delivery items every day.
What actually drives scaling is the price: five years ago, a car cost 300,000 to 500,000 yuan, but now it has dropped to under 100,000 yuan, and the barrier to entry has been thoroughly lowered.
A more noteworthy change occurred at night.
In March 2026, Shenzhen officially opened night-time road rights for functional unmanned vehicles. In just a few months, night routes increased from the initial two to 331, and the night driving mileage in June alone exceeded 40,000 kilometers.
As of May, the number of unmanned logistics vehicles deployed across the city had reached 815.
Night shift transport—a link that has long relied on night-shift drivers—is being quietly taken over by normalized machines.
Numbers tell the story best.
In 2025, Shenzhen's functional unmanned vehicles completed a cumulative 8.66 million delivery orders, and the fleet size increased from 393 at the beginning of the year to 1,122 by the end of the year.
On typical express delivery feeder lines, the cost per item for a five-cubic-meter unmanned vehicle is about 0.067 yuan, while manual solutions are close to one yuan.
After a certain company deployed 51 units, the entire cost structure was rewritten: end-delivery costs decreased by 30% to 50%, and operational efficiency increased by about 30%.
Express delivery workers did not disappear because of this; their focus shifted to vehicle dispatching and exception handling.
The significance of unmanned vehicles is not so much replacing delivery workers as it is redefining the division of labor between humans and machines: repetitive, dull transport work concentrated in the late night is given to vehicles, while the parts requiring communication and judgment are left to humans.
What this quietly occurring revolution reflects is precisely the deep-seated logic of China's express delivery industry moving from "competing on speed" to "competing on efficiency."
No matter how advanced the technology is, what ultimately determines a delivery experience is still the person who hands the package to your door.
Practice Time
Test what you just learned with these quick questions.
Question 1
zhōng guó de kuài dì yè wù liáng zài nián yuè rì dá dào le duō shǎo
中国的快递业务量在2026年6月30日达到了多少?
How much did China's express delivery volume reach on June 30, 2026?
Question 2
shēn zhèn zài shén me shí hòu kāi fàng le gōng néng xíng wú rén chē de yè jiān lù quán
深圳在什么时候开放了功能型无人车的夜间路权?
When did Shenzhen open night road rights for functional unmanned vehicles?
Question 3
zài diǎn xíng de kuài dì zhī xiàn shàng wǔ lì fāng mǐ wú rén chē měi sòng yí jiàn de chéng běn dà yuē shì duō shǎo
在典型的快递支线上,五立方米无人车每送一件的成本大约是多少?
On typical delivery feeder lines, what is the approximate cost for a 5-cubic-meter vehicle to deliver one item?
