深圳正以“系统革命”赢得无人车产业未来

Core Insights - Shenzhen is witnessing a significant rise in the use of autonomous delivery vehicles, with a monthly operational mileage of 240,000 kilometers and approximately 1.29 million orders completed by November 2025, indicating a clear signal of profitability and a critical "economies of scale inflection point" in the commercialization of autonomous driving technology [1] - The competition in the autonomous vehicle sector has evolved from "which vehicle is smarter" to "which city system can better nurture and accelerate industry maturity," with Shenzhen leading due to its comprehensive "system empowerment" revolution [1] - Shenzhen has established itself as a "chief architect" and "risk partner" in the regulatory landscape for autonomous vehicles, creating a conducive environment for industry growth [2] Regulatory and Infrastructure Developments - In July, Shenzhen launched the first "functional autonomous vehicle management service platform" in the country, which integrates approval processes, dynamic monitoring, accident handling, data connectivity, and insurance services, facilitating compliance for enterprises and enabling "sandbox regulation" for the government [2] - This platform institutionalizes and marketizes "road rights" and "data resources," providing enterprises with a clear and predictable regulatory environment, thus reducing policy risk premiums and accelerating technological iteration and business model convergence [2] Integration with Urban Systems - Shenzhen's autonomous vehicles are designed as "smart plugins" within the existing logistics and transportation systems, exemplified by the innovative "autonomous vehicle + subway" model that enhances last-mile delivery efficiency [3] - The integration of autonomous vehicles with public transport systems not only optimizes land resources but also redefines logistics nodes, transforming the subway network into a dynamic urban logistics hub [3] - The business model has shifted from simple transportation service fees to revenue sharing based on system efficiency improvements, making autonomous vehicle solutions essential for urban smart upgrades [3] Capital and Standards Dynamics - Shenzhen is experiencing significant capital aggregation, with major companies like Meituan and JD.com investing heavily, and unicorns like New Stone and Jiushi receiving substantial funding, such as New Stone's 1 billion yuan financing in February 2025 [5] - The city is proactively establishing the first national standard system for the autonomous logistics industry, which serves as both a technical guideline and a market entry ticket, influencing the distribution of value within the industry [5] - The interplay between capital influx and the establishment of authoritative standards is enhancing investor confidence and attracting further investment, demonstrating Shenzhen's success in integrating policy, infrastructure, data, application scenarios, and innovative enterprises into a cohesive ecosystem [5]