第一财经

Yushi Technology CEO on Airport Unmanned Driving: 99.9% Safety Equals 0%

原文:驭势科技CEO谈机场无人驾驶:99.9分的安全等于0分

Summary of Key Points

Yushi Technology's L4-level autonomous driving fleet (self-driving vehicles that do not require human operation) has traveled a total of 1.6 million kilometers at Urumqi Tianshan International Airport, setting a new record for the large-scale commercial use of autonomous technology in civil aviation airports on the Chinese mainland. This fleet has addressed significant challenges in the civil aviation industry, such as high labor costs, difficulties in ensuring operations during extreme weather conditions, and increased safety risks. It has not only reduced operational expenses (from 2.2 yuan per kilometer to 0.8 yuan per kilometer) but also improved efficiency (handling over 90% of the airport's cargo and mail transportation, with a daily peak of 800 trailers). Yushi Technology holds a 90.5% market share in airport-related applications and became a leader in the industry, going public on the Hong Kong Stock Exchange in May this year.

Detailed Analysis

1. Autonomous Driving in Airports: A Much More Challenging Environment

Airports are not like regular roads; civil aviation safety standards require perfection (99.9% accuracy is considered zero tolerance for errors). There are no lane markings on the runways, and satellite positioning can be disrupted by aircraft takeoff and landing activities. Additionally, temperatures can range from -25°C with blizzards in winter to over 60°C in summer. Even a slight misalignment of an autonomous vehicle could lead it onto the runway, resulting in catastrophic consequences. As Wu Gansha put it, "Errors in the digital world can be corrected, but in the real world, a collision between an autonomous vehicle and an aircraft would be a major disaster."

2. Tianshan Airport: A Harsh Testing Ground for Autonomous Technology

The weather at Tianshan Airport presents extreme challenges for autonomous vehicles. In addition to the frigid temperatures, blizzards can cause noise on the sensors (laser radars), making it difficult for algorithms to identify obstacles accurately. The snow can also cover road markings, rendering navigation impossible. Moreover, data collection in such conditions is only possible once a year, so any mistakes mean waiting another entire year before attempting again. Yushi Technology's team had to repeatedly tweak their algorithms to ensure the vehicles could function reliably in snowy conditions.

3. Tangible Benefits: Cost Reduction and Efficiency Improvement

Is autonomous driving worth it? The data from the airport speaks for itself: traditional fuel-powered tow trucks cost 2.2 yuan per kilometer, while the new energy-based autonomous vehicles only cost 0.8 yuan per kilometer, a reduction of nearly 60%. Efficiency has also improved significantly; with 52 autonomous tow trucks handling over 90% of the cargo and mail transportation, they can move up to 800 trailers in a single day, much faster than manual operations. Additionally, 20 autonomous buses serve 13 locations, including office areas, runways, and VIP lounges, facilitating both employee commuting and passenger transfers.

4. Yushi Technology: The Leader in Airport Autonomous Driving

Yushi Technology's success is evident from its market position. According to third-party research firm Frost & Sullivan, by 2025, the company will hold a 90.5% share of the L4-level autonomous driving market in the Greater China region for airport applications and 31.7% in factory settings, making it the industry leader. This demonstrates its solid position in this field, with little room for competitors to challenge its dominance.

5. Solving Civil Aviation's Persistent Problems with Technology

Xinjiang Airport Group has identified three major challenges in civil aviation: high labor costs, difficulties in operating under extreme weather, and safety risks associated with human errors. Autonomous technology addresses these issues by eliminating the need for paid staff, ensuring operations during harsh weather, and reducing the likelihood of human mistakes. Technological innovation is crucial for solving these problems, as demonstrated by Yushi Technology's successful implementation at Tianshan Airport.

Conclusion

Autonomous driving in airports is not just a fancy gimmick but a practical solution to real-world challenges. Yushi Technology's success at Tianshan Airport proves the feasibility of autonomous technology in high-demand environments and offers new opportunities for cost reduction, efficiency improvement, and enhanced safety in the civil aviation industry. As technology continues to advance, more airports are likely to adopt autonomous vehicles in the future.