# White Rhino (白犀牛)

China’s Robo-Van Boom: Billions Invested, Tens of Thousands Delivered — But Road Rules and “Long‑Tail” Scenarios Loom Large

China’s uncrewed delivery sector has entered a rapid commercial phase: leading firms have raised close to CNY10 billion since 2025 and reported cumulative L4 deliveries above 10,000, driven by steep hardware cost declines and supportive policy. Yet technical ‘long‑tail’ scenarios, fragmented standards and scarce local road rights remain major barriers to nationwide scale.