This October, Neolix and Bai Rhino secured significant funding rounds in quick succession. This follows the earlier investment in Jiu Zhi Intelligence, signaling a continued surge in capital interest within the autonomous delivery sector. Concurrently, various regions across China have granted approvals for road testing and initiated pilot programs for autonomous delivery, expediting the validation of commercial operation models. Industry experts highlight a notable shift from the previous years when capital blindly chased autonomous driving concepts. Today, the industry's rationale has undergone a substantial change: autonomous delivery is stepping out of the lab, with the emphasis transitioning from 'selling hardware vehicles' to 'operating transport capacity services.' Commercial validation, in-depth scenario exploration, and regulatory compliance now serve as the primary benchmarks for capital in assessing projects.