Zelos Technology
Category: Robotics / Embodied AI
Zelos Technology (九识智能) is a Chinese autonomous driving company that develops and operates the world's largest fleet of L4 RoboVans for urban logistics and delivery. Zelos Technology was founded in 2021. The company is led by Kong Qi (孔旗). Based in Suzhou, China. Team size: 500+. Total funding raised: $900M. Latest round: Series C. Key investors include Ant Group, Meituan, Blue Lake Capital, CDH BAIFU / CDH Investments, BV Baidu Ventures, Asia Investment Capital, Unicorn, Xianting Fund, Suodao Fund.
- Founded
- 2021
- Headquarters
- Suzhou, China
- Team size
- 500+
- Total funding
- $900M
Value proposition
Full-stack in-house L4 autonomous driving technology for urban logistics, delivering a 50-66% reduction in operational costs through purpose-built RoboVans that operate without safety drivers on open roads.
Products and solutions
Z5 RoboVan (mass-produced L4 urban delivery vehicle, 5+ cubic meters cargo), Z5 Cold-Chain, Z5 Multi-Locker, Z10 RoboVan, Z10 Cold-Chain, E6 (lightweight cargo), L Series (heavy hauler, 1.8+ tonnes payload), ZOE 2.0 autonomous driving architecture (end-to-end, 35ms response time)
Unique value
World's largest RoboVan fleet (25,000+ vehicles deployed), first to mass-produce L4 autonomous delivery vehicles for urban motorways, map-free Occupancy Network technology, and 76% market share in RoboVan vehicle sales.
Target customer
B2B logistics companies, e-commerce platforms, postal services, retail chains, pharmaceutical distributors, industrial parks, and municipal services (sanitation, security, firefighting)
Industries served
Urban logistics & delivery, FMCG distribution, pharmaceutical logistics, industrial park logistics, intralogistics, agricultural logistics, retail replenishment, business park logistics, hospitality logistics, municipal services (sanitation, security patrol, firefighting)
Technology advantage
Full-stack in-house L4 autonomous driving technology including unified end-to-end ZOE 2.0 architecture, map-free Occupancy Network for navigation without HD maps, 360° surround perception with millimeter-level precision, dual OrinX computing platform (508 TOPS) with <100W power consumption, 35ms end-to-end model inference, and automotive-grade solid-state LiDAR integration.
How they differentiate
Full-stack in-house R&D from vehicle engineering to autonomous driving software; first to apply automotive-grade solid-state LiDAR in L4 products; map-free autonomous driving (Occupancy Network); ultra-low power consumption (<100W L4 computing unit); 35ms end-to-end model inference; turnkey vehicle sales + full lifecycle O&M model.
Main competitors
Neolix (新石器), QCraft, UISEE Technology (驭势科技)
Key partnerships
Alibaba/Cainiao (strategic integration, $2B joint venture), Ant Group (investor), Meituan (investor), Baidu Ventures (investor), Blue Lake Capital (lead investor), CDH BAIFU (investor), Hesai (LiDAR supplier), FairPrice Singapore, DHL, China Post (7,000 vehicle order), Sinopharm CMDC, Giti Tire
Notable customers
China Post, Sinopharm CMDC, FairPrice Singapore, DHL, New Hope Group, Giti Tire
Major milestones
2021: Company founded by Kong Qi (ex-Baidu, ex-JD.com autonomous driving), 2022: Angel round led by Blue Lake Capital, 2023: Z5 mass production launched, first L4 urban delivery mass-produced vehicle, 2024: Series A ($100M led by Meituan), Z-Series platform unveiled (4 models), deployed 1,000+ vehicles across 130 cities, 2025: Series B total reaches $400M, Ant Group leads B4, China Post orders 7,000 vehicles, DHL Fast Forward Challenge global champion, 2026: $300M+ Series C, Cainiao/Alibaba strategic integration ($2B joint venture), valuation exceeds RMB 10B ($1.4B), 25,000+ RoboVans deployed, IPO filing for Hong Kong listing targeting $600M
Growth metrics
25,000+ RoboVans deployed; 350+ cities served; 20+ countries; 150M+ autonomous kilometers logged; 1B+ deliveries completed; 76% market share in RoboVan sales; 66% average reduction in operational costs for customers; 10x annual fleet growth (200 in 2023 → 2,000 in 2024 → 25,000+ by early 2026)
Market positioning
Market leader in L4 autonomous urban delivery vehicles with >76% market share in RoboVan sales in China. Positioned as the world's largest RoboVan enterprise, competing globally in the autonomous logistics space.
Geographic focus
China (300+ cities), Singapore, Japan, South Korea, Malaysia, UAE/Middle East, Europe, North Africa
Patents and IP
Full-stack proprietary L4 autonomous driving technology including ZOE 2.0 end-to-end architecture, Occupancy Network (map-free navigation), 360° surround perception with millimeter-level precision, dual OrinX computing platform (508 TOPS)
About Kong Qi (孔旗)
Ex-Baidu (early founding member of Baidu's autonomous driving team, chief architect of Baidu's self-driving vehicle); Ex-JD.com (Vice President, Chief Scientist of Autonomous Driving, led JD.com's autonomous driving team). M.S. & B.S. from Shanghai Jiao Tong University.
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Official website: https://zelostech.ai/