Core Insights - The company announced that its seventh-generation Robotaxi achieved monthly single-vehicle operational profitability in Shenzhen as of February 2026, marking a significant milestone in the commercialization of Robotaxi services in two major Chinese cities [1][3] Group 1: Operational Performance - As of February 28, the average net income per single Robotaxi per day reached 338 yuan, with an average of 23 orders per day [1][3] - By February 16, 2026, the number of paid orders for Robotaxi in Shenzhen exceeded the total for the entire year of 2025 [1][3] - During the recent Spring Festival holiday, the average daily paid orders per vehicle reached 26, significantly higher than the national average of 15 orders per vehicle per day in 2025 [1][3] Group 2: Strategic Validation - The achievement of a positive unit economic model (UE) for Robotaxi in Shenzhen is seen as a validation of the company's technological maturity and commercialization strategy [1][3] - The success in two first-tier cities demonstrates that autonomous driving services are not only technically feasible but also economically sustainable for large-scale operations [1][3]
小马智行：第七代Robotaxi深圳单车盈利转正，2026年付费订单超去年总量