East Sea Securities: Unmanned forklifts entering accelerated penetration stage, manufacturers actively deploying intelligent logistics.

Donghai Securities released a research report stating that with the advancement of technology, cost reduction, expansion of application scenarios, and the continuous drive for intelligent manufacturing and warehouse logistics upgrades, the field of unmanned forklifts is expected to see an accelerated increase in penetration rate. Domestic leading forklift enterprises are actively laying out in the field of intelligent logistics and logistics robots, reshaping the competitive landscape of the logistics industry. It is important to focus on domestic forklift leading enterprises and core component companies with high brand recognition, deep overseas layout, and strong R&D strength, such as Anhui Heli, Hangcha Group, China National Heavy Duty Truck Group, Jingsong Intelligent, and Jizhijia-W.