According to Sina Technology, today, Cainiao Group is planning to invest in the autonomous delivery company Zelostech, and both parties are currently in secret negotiations regarding the deep integration of their autonomous vehicle businesses. It is reported that this cooperation focuses on restructuring both parties' resources in the autonomous vehicle business to create a more competitive consortium, and Cainiao may later authorize Zelostech to use its brand. Regarding this news, both Cainiao and Zelostech have remained silent so far.

Autonomous driving, driverless

As a leader in logistics technology, Cainiao has deep experience in autonomous vehicles. In June 2025, Cainiao launched the L4-level autonomous delivery vehicle GT-Lite, priced at only 16,800 yuan, successfully bringing the industry into the "ten thousand yuan machine" era with its "bicycle price" and has obtained road rights in more than 200 cities across the country. Zelostech, as a new force in urban delivery trucks, also showed strong performance in 2025: it not only launched the E6 autonomous logistics vehicle with a starting price of 19,800 yuan in May, but also completed a $100 million B4 round financing led by Ant Group, and the total funding raised in the B round has reached $400 million.

AIbase analysis suggests that if this integration is successfully implemented, Zelostech's advantages in mass production and delivery of L4-level urban delivery trucks (accounting for as much as 76% among express KA customers) will be deeply integrated with Cainiao's large-scale logistics scenarios and supply chain scheduling capabilities. If the intelligent driving end-to-end models and road operation data of both sides can be shared, it will greatly accelerate the expansion of autonomous transportation capacity from last-mile delivery to broader urban delivery markets and global expansion, further solidifying China's leading position in the RoboVan (autonomous truck) field.