Global Research ab 12 November 2025 China Logistics Sector APAC Focus: Potential 200bp NPM upside from autonomous driving adoption Following our auto team's deep-dive report on robotaxis, we are among the first on the street to take a closer look at how autonomous driving (AD) technologies might reshape China's logistics industry. Within only two years, robotrucks/robovans have gone from being used by parcel firms for road freight/last-mile deliveries to having the potential for mass deployment in China. We ...