This report, comprising 11 chapters, 106 pages, analyzes the current Chinese low-speed autonomous driving industry market from various perspectives. Topics include sales amount and volume, major application scenarios, major product categories, industry chain analysis, representative companies in the Chinese market, and future development trends.
2025 marks the conclusion of the first pivotal five-year period (2021-2025) for Chinese low-speed autonomous driving industry. Looking back at these five years, the industry has evolved from nascent technology to large-scale deployment, transitioned from pilot demonstrations to full-area operations, and advanced from policy exploration to regulation-led development - achieving a three-stage leap from "possibility" to "feasibility" and finally to "commercialization." Currently, low-speed autonomous driving has become a productive tool actively operating and deployed at scale across scenarios such as sanitation and street cleaning, logistics and delivery, mining transport, port operations, and campus shuttle services.
Chinese Low-speed Autonomous Driving Industry Development Report 2026 (hereinafter referred to as "the Report") represents the latest findings from the New Strategy Low-Speed Automated Driving Industry Research Institute (NSRI), based on statistical data from the Low-Speed Automated Driving Industry Alliance (LSAD). The low-speed autonomous vehicles covered herein specifically refers to unmanned vehicles and vehicle-type mobile platforms that operate at speeds not exceeding 30 km/h in confined outdoor environments (such as industrial parks, residential complexes, ports, and mining areas) or at speeds not exceeding 50 km/h on open urban roads.
Based on in-depth research and site visits involving hundreds of companies in the sector and validation through multi-dimensional cross-verification, the data presented herein accurately reflects the overall market size, competitive landscape, and commercialization progress of the low-speed autonomous driving industry.
Regarding the industry ecosystem, the data from LSAD and statistics from NSRI indicate that there are over 450 representative Chinese enterprises specializing in the manufacturing of various low-speed autonomous vehicles and the provision of turnkey solutions. Companies focused on autonomous driving and robotics account for approximately 55% of this total, reflecting a dynamic ecosystem dominated by technology-driven enterprises and characterized by the participation of diverse stakeholders.
In terms of market size, the data from LSAD and statistics from NSRI indicate that the total shipments of various low-speed autonomous vehicles in China reached approximately 68,000 units in 2025, a year-on-year increase of 190.6%, while sales amount totaled approximately RMB 21.4 billion, up 89.4% year-on-year. From perspective of application scenarios, the unmanned delivery sector ranked first in shipments, accounting for 61.8%, followed by the unmanned sanitation sector at 10.9%. However, the unmanned mining sector ranked first in sales amount, accounting for 27.5%, followed by the unmanned delivery sector at 23.1%.
Looking ahead, NSRI forecasts that by 2026, the sales amount of various low-speed autonomous vehicles in China will reach RMB 32 billion, with total shipments expected to rise to 140,000 units.
Table of Contents
Chapter 1 Product Development Overview
1.1 Concept definition and classification of low-speed autonomous driving
1.1.1 Basic concept definition
1.1.2 Main classification methods
1.2 Development background and history of low-speed autonomous driving
1.2.1 Development history of global autonomous driving technology
1.2.2 Development history of Chinese low-speed autonomous driving technology
1.3 Analysis of global policy landscape for low-speed autonomous diving
1.3.1 Evolution of autonomous driving policies in major countries
1.3.2 Global policy framework for low-speed autonomous driving
1.4 Analysis of investment trends in global capital markets
1.4.1 Industrial positioning amidst macro-capital trends
1.4.2 Financing of global autonomous driving industry
1.5 Analysis of global commercialization process of low-speed autonomous driving
Chapter 2 Chinese Market Overview
2.1 Market size and competitive landscape of China’s low-speed autonomous driving sector
2.1.1 Overall market size and growth in 2025
2.1.2 Competitive landscape of Chinese low-speed autonomous driving market
2.2 Analysis of the policy environment for China’s low-speed autonomous driving industry
2.2.1 Relevant policy releases in 2025
2.2.2 Opportunities and challenges in the new policy environment
2.3 Analysis of the financing environment for China’s low-speed autonomous driving industry
2.3.1 Industrial investment and financing in 2025
2.3.2 Opportunities and challenges in the new financing environment
2.4 Analysis of technological environment for China’s low-speed autonomous driving industry
2.4.1 Breakthroughs in industrial technology in 2025
2.4.2 Opportunities and challenges in the new technological environment
2.5 Analysis of the market environment for China’s low-speed autonomous driving industry
2.5.1 Industrial bidding and tendering in 2025
2.5.2 Opportunities and challenges in the new market environment
Chapter 3 Unmanned Delivery Industry
3.1 Sales amount and growth trends of China’s unmanned delivery industry
3.2 Practical applications in the unmanned delivery industry in 2025
3.3 Changes in the competitive landscape of the unmanned delivery industry in 2025
3.4 Insights into development trends of the unmanned delivery industry in 2026
Chapter 4 Unmanned Sanitation Industry
4.1 Sales amount and growth trends of China’s unmanned sanitation industry
4.2 Practical applications in the unmanned sanitation industry in 2025
4.3 Changes in the competitive landscape of the unmanned sanitation industry in 2025
4.4 Insights into development trends of the unmanned sanitation industry in 2026
Chapter 5 Unmanned Shuttle Industry
5.1 Sales amount and growth trends of China’s unmanned shuttle industry
5.2 Practical applications in the unmanned shuttle industry in 2025
5.3 Changes in the competitive landscape of the unmanned shuttle industry in 2025
5.4 Insights into development trends of the unmanned shuttle industry in 2026
Chapter 6 Unmanned Mining Industry
6.1 Sales amount and growth trends of China’s unmanned mining industry
6.2 Practical applications in the unmanned mining industry in 2025
6.3 Changes in the competitive landscape of the unmanned mining sector in 2025
6.4 Insights into development trends in the unmanned mining sector in 2026
Chapter 7 Unmanned Port Industry
7.1 Sales amount and growth trends of China’s unmanned port industry
7.2 Practical applications in the unmanned port industry in 2025
7.3 Changes in the competitive landscape of the unmanned port industry in 2025
7.4 Insights into development trends in the unmanned port industry in 2026
Chapter 8 Additional Industry Segments
8.1 Sales amount and development trends of China’s unmanned security inspection industry
8.2 Sales amount and development trends of China’s industrial park logistics automation industry
8.3 Sales amount and development trends of China’s mobile charging robot industry
8.4 Sales amount and development trends of other representative industries
Chapter 9 Core Supply Chain
9.1 Industry chain map and representative enterprises
9.2 Development level of core components
9.2.1 Perception and localization system
9.2.2 Decision and planning system
9.2.3 Drive-by-wire actuation system
9.2.4 Cloud dispatch system
9.2.5 Energy management system
9.3 Supply chain partnership and competitive-cooperative landscape
9.4 Evolution trends and localization opportunities
Chapter 10 Industry Development Trends
10.1 Technological evolution trends of low-speed autonomous driving
10.2 Market application trends of low-speed autonomous driving
10.3 Industry chain trends of low-speed autonomous driving
10.4 Business model trends of low-speed autonomous driving
Chapter 11 Analysis of Representative Enterprises
11.1KUSA TECH
11.2 SAITE INTELLIGENCE
11.3 BOONRAY
11.4 UDEER.AI
11.5 INFORE ENVIRO
11.6 FULONGMA
11.7 COOWA
11.8 XCMG Environment
11.9 NEW ENERGY
11.10 NEOLIX
11.11 ZELOS
11.12 King Long
11.13 HiGUARD
11.14 EACON
11.15 Apollo
11.16 GSE
11.17 Westwell
11.18 DFLZM
11.19 JUCHE
11.20 Jinglv Environment
Companies Mentioned
- KUSA TECH
- SAITE INTELLIGENCE
- BOONRAY
- UDEER.AI
- INFORE ENVIRO
- FULONGMA
- COOWA
- XCMG Environment
- NEW ENERGY
- NEOLIX
- ZELOS
- King Long
- HiGUARD
- EACON
- Apollo
- GSE
- Westwell
- DFLZM
- JUCHE
- Jinglv Environment
- Breton
- Zhida
- WeRide
- Seyond
- UISEE
- DeepWay
- Kodiak
- Hesai
- Pony.ai
- CiDi
- TRUNK
- EcoRobotix
- Starship Technologies
- Robo.ai
- Vay
- Point One Navigation
- Einride
- Turing Inc.
- Neubility
- arrive
- Waymo
- Wayve
- Momenta
- DiDi
- Zhizi Automobile
- Smart
- MOGOBUS
- Waabi
- PlusAI
- QCraft
- VELOBOTICS
- DeepRoute
- Magna International Inc.
- Serve Robotics
- Coco Robotics
- Kiwibot
- Ottonomy.IO
- Caterpillar
- Pronto.ai
- Komatsu
- Epiroc
- Sandvik
- FairPrice Group
- SingPost
- Thiess
- MINIEYE
- LG Electronics
- ZMP
- Teleretail
- PIX Moving
- AutowiseAI
- Fabu.ai
- TITAN DRIVERLESS
- Joyton
- AutoCity
- Smart Transportation
- JiWei RoboVan
- DESAY SV
- Farizon
- Cainiao RoboVan
- Chery Commercial Vehicle
- King Long
- Meituan
- JDL
- Go Further.AI
- Rino.ai
- TEEMO
- ECAR TECH
- SUPER
- SOPHON
- Yuanshan.ai
- Dianqing Zhiyun
- JAC
- UQI
- RUIMOVE
- STARJ.AI
- BemiGo
- Zhitong
- UDEER.AI
- Infore Enviro
- RoboMaster
- Fulongma
- Ant Ranger
- ECHIEV
- ShineAuto
- Kuibu Intelligent
- Banma Intelligence
- TNID
- Mogo.ai
- SPACE AI
- SenseTime
- leadgentech.ai
- AICC
- JCAI
- Robonets
- RockAI
- MaxSense Technology
- RITS
- Tonly
- Sany
- XCMG
- LCMG
- CCTEG
- SENIOR
- LOGIANT
- STARS
- ShineAuto
- Unity Drive
- ZPMC
- PX Automobile
Table Information
| Report Attribute | Details |
|---|---|
| No. of Pages | 106 |
| Published | July 2026 |
| Forecast Period | 2026 - 2030 |
| Estimated Market Value ( RMB | RMB 32 Billion |
| Forecasted Market Value ( RMB | RMB 66.5 Billion |
| Compound Annual Growth Rate | 20.1% |
| Regions Covered | China |
| No. of Companies Mentioned | 130 |
