TranXmart: Autonomous Trunk Logistics Shifts to Full-Ecosystem Operations

Since 2026, trunk logistics has emerged as a critical application scenario for the commercialization of autonomous driving, attracting numerous companies to increase innovation investment and accumulate practical experience for large-scale applications.

Pony.ai plans to deploy over 100 L4 autonomous driving new energy heavy trucks on high-speed trunks; Shentong Express's intelligent heavy truck fleet has exceeded 700 vehicles, achieving network coverage across China's core trunk lines. Simultaneously, TranXmart's parent company officially announced the establishment of trunk logistics autonomous driving as a key new track for its 'AI+Transportation' strategic upgrade.

As road rights and safety regulations evolve, trunk logistics autonomous driving is moving from pilot demonstrations to scenario-based commercial landing. Current competition is no longer just about single-point technological breakthroughs, but a comprehensive contest of deep integration between technical capabilities, scenario data, ecosystem resources, and operational experience.

Strategic Judgment: Positioning as a Driverless Transportation Service Provider

TranXmart's autonomous driving layout began in 2015. At that time, its parent company led national-level smart transportation demonstration projects and deeply participated in the formulation of autonomous driving policies and standards, helping Beijing build the country's first autonomous driving test policy system.

In December 2025, during the industrial window where autonomous trucks moved from technical verification to initial commercial application, Qianshu Technology was established. It clearly positioned itself as a driverless transportation service provider, adhering to a commercial implementation path of 'point-to-area, step-by-step', evolve toward unmanned operations.

Technical Accumulation: Solving Industry Pain Points with a Three-Dimensional System

Trunk logistics heavy trucks differ significantly from Robotaxis: higher speeds (80-100 km/h), longer braking distances (over 100 meters when fully loaded). Qianshu Technology's 'Roadside Supplement' logic addresses the inherent shortfalls of pure single-vehicle intelligence in high-speed scenarios.

Qianshu Technology's 'Roadside Supplement + Vehicle-side Decision + Cloud-side Optimization' system breaks through physical visual range limitations. At the algorithm level, it uses generative AI to build a 'high upper limit, stable lower limit' dual system. The main system learns from experienced human drivers for strong generalization, while the redundant safety system adheres to automotive-grade functional safety bottom lines.

Scenario Understanding: Deep Experience in Freight Digitalization

As a relatively closed but long-distance, high-dynamic semi-structured scenario, trunk logistics' core pain points include not only frequent accidents but also difficulties in extreme weather operations and poor cross-regional road adaptability. TranXmart leverages years of experience in highway freight scenarios to provide practical references for path planning and energy optimization.

Operational Capability: Building a Unique Ecosystem Moat

The commercial landing of trunk logistics autonomous driving lies in solving industry pain points such as 'tech without scenarios' or 'pilots without replication'. China TransInfo has established joint ventures with transport investment companies in multiple provinces, providing significant advantages for testing licenses and infrastructure innovation.

The industry generally believes the next five years will be the critical stage for trunk logistics autonomous driving to move from 'demonstration operation' to 'large-scale commercialization'. Success will go to those who can assemble 'vehicles, roads, goods, and operations' core resources into a sustainable commercial loop.