Core Insights - Shenzhen's functional autonomous vehicle industry is experiencing significant growth in both operational scale and commercial value, with over 1 million fresh food delivery orders completed in September, generating an estimated commercial value of 8.7 million yuan [1][2] Group 1: Operational Growth - In September, the number of operational functional autonomous vehicles in Shenzhen increased by 32 units, reaching a total of 798, representing a 4.5% month-on-month growth [2] - The logistics autonomous vehicles accounted for 432 units, with a 3.3% increase from the previous month [2] - The average delivery volume per vehicle improved from 29.4 orders to 34.7 orders, marking a nearly 20% increase [2] Group 2: Delivery Performance - The total number of fresh food delivery orders reached 1.02 million in September, reflecting a 13% month-on-month growth [2] - Among the delivery orders, 845,000 were for express delivery and 175,000 for fresh food [2] - SF Express led the market with a delivery scale of 453,600 orders, while JD and Shentong saw order growth rates of 95% and 104%, respectively [2] Group 3: Infrastructure Development - Shenzhen opened an additional 396 kilometers of roads for autonomous vehicle operation in September, bringing the total open road mileage to 3,581 kilometers, a 12.4% increase [2] - By the end of September, there were 1,257 open routes for autonomous vehicles in Shenzhen, facilitating cross-regional operations [3] Group 4: Industry Trends - Major industry players are actively expanding their operational networks and securing regional breakthroughs, with New Stone Technology obtaining a testing license in Jiamusi, marking a significant step in Northeast China's logistics landscape [4] - Zhongtong reported that its autonomous vehicle fleet exceeded 2,900 units, delivering over 200,000 packages daily across more than 250 cities [4] - The largest procurement project in the history of the autonomous delivery industry was initiated by China Post, which involved the leasing of 7,000 autonomous vehicles [4] Group 5: Investment and Financing - The autonomous delivery vehicle sector raised 897 million yuan in the third quarter, indicating sustained investment interest [5] - The focus of financing has shifted from pilot testing to large-scale replication, reflecting a maturation of the industry [5] - Jiu Shi Intelligent announced a successful $100 million Series B4 financing round, led by Ant Group, bringing its total Series B financing to $400 million [4]