China, 29 January 2026 - Alibaba’s logistics subsidiary, Cainiao, is set to acquire a minority stake in Chinese autonomous vehicle company Zelostech, marking a strategic move into unmanned freight transport that could have long-term implications for emerging markets, including Africa.
Zelostech, which develops fully electric self-driving cargo vehicles known as “robovans,” said the partnership will combine its vehicle technology with Cainiao’s autonomous driving operations. The collaboration is expected to create a business valued at roughly $2 billion, according to media reports.
The company clarified that Cainiao will not take control of Zelostech but will integrate its autonomous-driving unit into the venture, alongside a cash investment. Under the agreement, both brands will continue operating while working closely on commercial deployments of driverless freight vehicles.
Zelostech’s flagship robovan, the Z10, is capable of carrying loads of up to 1.5 tonnes and is designed for last-mile and short-haul logistics without human drivers. The firms plan to jointly develop what they describe as a “RoboVan Super Carrier” to serve the unmanned cargo market.
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While the partnership is focused on China, analysts say such technology could be highly relevant for African logistics networks, where high transport costs, road safety challenges, and a shortage of skilled drivers continue to constrain supply chains. Autonomous delivery vehicles could eventually be adapted for ports, industrial parks, mining operations, and large agricultural estates across the continent.
As Africa accelerates e-commerce adoption and cross-border trade under the African Continental Free Trade Area (AfCFTA), interest in automation and smart logistics is expected to rise. Investments like Cainiao’s in robovan technology highlight how global logistics players are preparing for a future where autonomous freight could play a role in reducing delivery times and operational costs in developing markets.
Neither Alibaba nor Zelostech disclosed the size of Cainiao’s stake or when the integration will be completed.

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