The brief

Analyst view

• Zelos operates the largest autonomous delivery vehicle fleet outside the US with 20,000+ RoboVans in 300 cities globally.
• In January 2026, the company absorbed Alibaba's Cainiao autonomous vehicle division, doubling its fleet overnight.
• China Post placed a 7,000-vehicle order in October 2025, the world's largest L4 freight vehicle procurement contract.

Technical approach

As reported

L4 autonomy

Vehicles operate without safety drivers

Zelos RoboVans achieve Level 4 autonomy, enabling fully driverless operation across urban streets, highways, and varied traffic conditions.

Vehicle variants

Modular platform for diverse payloads

RoboVan platform supports different cabin and cargo configurations for express delivery, retail, fresh food, and industrial logistics.

Fleet coordination

Centralized dispatch and optimization

Zelos operates thousands of vehicles via a unified platform that assigns routes, manages charging and maintenance, and aggregates delivery orders.