Jeenoce Insight|Building the Future of Intelligent Logistics
2025-10-23

October 23. 2025. Beijing/Shanghai — The autonomous delivery industry is entering a key moment of capital–industry integration. Neolix, a leading enterprise in autonomous delivery, has announced the completion of its over USD 500 million Pre-IPO financing round, with investors including Tencent, Gaorong Capital, the National AI Fund, and Middle Eastern sovereign funds.

As an innovation-driven enterprise deeply engaged in intelligent manufacturing and autonomous systems, Jeenoce believes this financing round not only demonstrates the capital market’s confidence in the commercialization path of autonomous delivery, but also signals that China’s intelligent logistics equipment industry is entering a critical stage of “technological maturity → capacity release → global expansion.”

Behind the Capital Signal: The “Industrial Turning Point” of Autonomous Delivery

From Jeenoce’s perspective, the significance of this financing lies not merely in its scale, but in the redefinition of roles within the industrial chain.

Over the past five years, autonomous delivery has focused mainly on technological validation and scenario pilots. Now, with the steady maturation of L4 autonomous driving platforms, low-speed logistics chassis, and global scheduling systems, the industry is transitioning from “R&D-driven” to “manufacturing-driven.”

This shift means that:

Capital is no longer only fueling R&D—it is now supporting mass production capabilities and system standardization.

Autonomous logistics vehicles will gradually become part of the city’s intelligent infrastructure, evolving alongside new-energy logistics and digital twin city systems.

Jeenoce sees the underlying logic of this financing as a transformation toward the industrialization and infrastructuralization of intelligent logistics.

Jeenoce’s Exclusive Perspective: From the “Smart Manufacturing Chain” to the “Ecosystem Chain”

Jeenoce has long been engaged in intelligent manufacturing systems, AI perception fusion, and automation equipment, providing systematic insights into the manufacturing ecosystem of autonomous delivery vehicles.

1. Industrial Chain Reconstruction: From Component Collaboration to Vehicle Co-Development

The supply chain for autonomous delivery vehicles is shifting from the traditional Tier-based structure to a co-development integrated architecture. Jeenoce believes this structure can significantly shorten vehicle iteration cycles and improve system safety and verifiability.

“In the next two years, competition in autonomous delivery will no longer be algorithm versus algorithm, but engineering system versus engineering system.

— Yang, Head of Jeenoce’s Non-Standard Automation Systems Center

2. Perception–Manufacturing Synergy as the Core Value Driver

As manufacturers like Neolix accelerate capacity expansion, the manufacturability of perception algorithms will become key to scalability. This capability will enable autonomous delivery vehicles to achieve higher safety redundancy and energy-efficient scheduling in complex urban environments.

3. Redefining Factory Digitalization

Jeenoce foresees that the production model for autonomous logistics equipment will shift from “mechanical assembly” to “digital twin manufacturing.” Each vehicle’s production and operational data will form a traceable chain.

Jeenoce is actively involved in drafting the “Intelligent Logistics Equipment Data Interconnectivity Standard,” aiming to link manufacturing data with operational data for full life-cycle management and optimization.

A Win–Win Global Outlook

A notable highlight of this financing round is the participation of Middle Eastern sovereign funds, signaling a new wave of internationalization for China’s autonomous delivery industry.

Jeenoce believes that:

The Middle East has strong demand for low-speed autonomous platforms capable of withstanding high temperatures, dust, and long endurance.

China’s experience in autonomous driving algorithms and modular manufacturing can be rapidly localized.

With the continued advancement of the Belt and Road Initiative and smart city projects in the Middle East, the combination of “Chinese intelligent manufacturing + regional capital” will form a new model of global competitiveness.

Jeenoce plans to leverage its system integration and perception solution capabilities to collaborate with partners in the Middle East and Southeast Asia, providing technical support for the international expansion of Chinese autonomous delivery brands.

Conclusion

Jeenoce believes that autonomous delivery is not an isolated transportation product, but rather the neural network of urban intelligent logistics.

The completion of Neolix’s financing marks China’s entry into a new stage of autonomous delivery characterized by engineering systems, capacity coordination, and global standardization.

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