Dec. 04, 2025
Source:
On December 3rd, against the backdrop of the booming development of the unmanned delivery vehicle industry, CCTV Finance Channel’s “Zhengdian Finance” aired an in-depth report titled "Observing the Unmanned Delivery Vehicle Industry". The report thoroughly showcased the explosive growth in market demand and the rapid development of the industry as capital continues to pour in. As a leading company in the industry, Rino.ai’s Vice President, Wang Hanji, was interviewed and provided valuable insights into the industry's scaling process.
Explosive Growth in Orders: Over 10x Annual Growth, Expanding Capacity to Prepare for Delivery
Driven by three factors—policy support, technological maturity, and market demand—unmanned delivery vehicles have fully transitioned from "pilot demonstration" to a new phase of "scale application." According to data from the State Post Bureau, in 2024, unmanned delivery vehicles in China’s express logistics sector will have delivered over one hundred million orders to users across more than 100 segmented scenarios. Amid this industry growth wave, Rino.ai has experienced rapid development. Wang Hanji pointed out that compared to 2024, the number of active unmanned vehicles from Rino.ai has increased more than 10 times and continues to grow at a fast pace.
Apart from major clients like SF Express, Rino.ai, in collaboration with Zhongyou Technology, has secured half of the world’s largest unmanned vehicle procurement order initiated by China Post, totaling about 3,000 vehicles. Bulk deliveries have already begun. In response to the continuously increasing order demand, Wang Hanji explained to reporters: "Current production capacity is fully geared towards preparing for deliveries in 2026," highlighting Rino.ai's strong supply capabilities in handling the explosive market demand.
Expansion of Application Scenarios: Continuous Growth in Market Demand and the Constant Introduction of New Scenarios
The rapid development of the unmanned delivery industry is closely tied to the continuous expansion and innovation of application scenarios. In September of this year, seven departments, including the Ministry of Transport, released the “AI + Transportation” implementation plan, which explicitly encourages the large-scale application of new delivery devices, providing policy support for scenario expansion. Rino.ai has closely followed these policy directions, breaking the limitations of "single-scenario last-mile delivery." The company has continuously diversified its application ecosystem, achieving full extension from express logistics to nine major fields, including campus delivery, supermarket retail, and industrial logistics.
Capital Accelerates Inflow: Industry Giants Backing the Growth, Financing Reaches New Heights
Attracted by both policy incentives and market potential, capital is rapidly flowing into the unmanned delivery sector. Zhengdian Finance reported that, by October 2025, unmanned delivery-related companies had raised nearly 10 billion yuan in financing, providing ample support for industry research and development and ecosystem improvement. As a core player in the industry, Rino.ai has become the focus of capital investment due to its clear business model and scaling potential. In 2025, the company completed a series of Series B financing rounds, raising nearly 500 million yuan, with existing shareholder SF Express increasing its investment three times within a year. Linear Capital continued to follow suit, and new shareholders, including Jun Capital, 360 Fund, and Huatai Zijin, also entered the picture. SF Express City, in its capital increase announcement, clearly stated that Rino.ai's technological strength and ability to implement scenarios in the low-speed unmanned vehicle field align perfectly with its own “riders + unmanned delivery” network operation strategy. The collaboration between the two will accelerate the commercial deployment of unmanned delivery solutions.
Through strategic partnerships along the industry chain, Rino.ai has built ecological barriers, achieving comprehensive resource integration from research and development to production and operations. The combined support from capital, industry, and ecosystem has laid a solid foundation for Rino.ai's commercialization and large-scale implementation.
The unmanned delivery vehicle industry is facing unprecedented development opportunities, with technological innovation, scenario expansion, and scalable operations being key to a company's core competitiveness.Wang Hanji stated that in the future, Rino.ai will continue to focus on the development of automotive-grade unmanned vehicles, consistently optimizing the integration model of “technology + scenarios.” While consolidating its core advantage in express logistics, the company will further expand into diversified fields such as industrial logistics and urban services, providing the industry with more efficient and cost-effective intelligent delivery solutions.
