SF Intra-city AI Unmanned Delivery Network

📌 Background

The 2026 boom in instant retail has driven the restructuring of urban last-mile logistics. In 2025, SF Intra-city reported an annual revenue of 22.898 billion RMB, a year-on-year increase of 45.4%, with delivery volume growing by over 55% and an on-time delivery rate of approximately 95% (based on company performance announcements). By the end of 2025, its unmanned vehicle network covered 116 cities nationwide, operating over 1,000 vehicles with an average of more than 50,000 monthly active trips, transforming delivery into a measurable urban infrastructure through AI scheduling and unmanned capacity.

👤 Target Customers

Food and beverage brands, retail supermarkets, e-commerce platforms, and individual senders.

💰 Revenue Streams

1) Per-order delivery: Charging merchants instant delivery service fees per order; 2) Key account contracts: Long-term delivery contracts with brand retailers, settled by contract cycle; 3) Technology licensing: Annual technical service fees for exporting the AI scheduling system; 4) Ecosystem value-added services: Leveraging SF Group's ecosystem synergy to provide warehousing and supply chain value-added services (an opportunity area; no public figures available for revenue contribution).

🧮 Cost Structure

Crowdsourced rider compensation and social insurance expenses; R&D, procurement, and maintenance of unmanned vehicles; Technical R&D investment and leasing of urban operation hubs.

🛡️ Moat

Neutral third-party positioning allowing service to multiple platforms without bias; Synergy with SF Group's logistics network and brand endorsement; AI intelligent scheduling algorithms and experience in large-scale unmanned vehicle operations.

🔑 Keys to Success

• Continuous optimization of AI scheduling algorithms to improve per-rider efficiency
• Flexible allocation of hybrid capacity between unmanned vehicles and riders
• Maintaining a neutral position to win trust across multiple platforms

⚠️ Risks

• High concentration of key accounts leads to weak bargaining power
• Compliance risks related to rider labor relations
• Policy changes regarding unmanned vehicle road access

🏢 Cases

• SF Intra-city achieves 22.9 billion RMB annual revenue with doubled net profit
• A model for new urban logistics infrastructure: AI-driven unmanned networking

📊 SWOT Analysis