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My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn

Apr 15, 6 tweets

Unmanned transport is taking off in China & more logistics companies are using them.

Recently, XAC's HH-200 had its maiden flight. It carries 1.5t up to 2360 km long. 2 workers can load cargo w/ ordinary forkLift in just 5 min. Significantly lowers opex.

Recent development 👇

In China's recent low altitude conference, JD's logistics arm signed order/LOI for 160 AR-E800 drone w/ CHAIF, 20 HH-200 w/ XAC & 20 CM-100 w/ SAC.

Using unmanned transport allow 24/7 aerial ops for JD & utilizing remote airport due to minimal requirement for workers.

It's not only JD. SAC has already partnered w/ China Post to plan out unmanned aircraft operation in airports & establish demonstrate routes + industry standards.

CHAIG & Shenzhen signed agreement on AR-series drones.

Low altitude flight testing & verification procedures also been worked on.

Some of this is led by W5000 developers who signed contract for 60 orders w/ JD a yr ago & recently its 1/4 sized prototype took flight for the 1st time. W5000 has MTOW of 10.8t, 5t payload & 2600t range. It already has 530 orders overall & might start delivery this yr.

Other impressive project includes CHAIG's AR-E800 drone which can do the last mile delivery w/ 300 kg payload & 800 kg MTOW
+
SAC's CM-100 which uses dual AEP400 engine & has 10t payload & 24t MTOW. That is same payload as C909 freighter. Traditional freighters not longer needed.

All this is part of JD Logistics effort to purchase 3m robots, 1m unmanned delivery vehicles & 100k drones. The unmanned transport can augment delivery vehicles & drones to improve throughput & lower cost.

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