Core Insights - Pony.ai's seventh-generation Robotaxi achieved monthly single-vehicle operational profitability in Shenzhen as of February 2026, marking the second instance of profitability in a first-tier city after Guangzhou in November 2025 [1] - The average daily net income per vehicle in Shenzhen reached 338 yuan, with an average of 23 rides completed daily, and during the Spring Festival, the average daily paid orders increased to 26, surpassing the national average of 15 from January to November 2025 [1] - The increase in profitability is attributed to the accelerated deployment of the seventh-generation vehicles, leading to improved vehicle density and user experience [1] Company Performance - The cost of the autonomous driving suite for the seventh-generation vehicles has decreased by 70% compared to the sixth generation, with specific reductions of 80% in onboard computing unit costs and 68% in lidar costs [2] - The company aims to expand its Robotaxi fleet to at least 3,000 vehicles by 2026, with a long-term goal of reaching 100,000 vehicles by around 2030, which would represent 5% to 10% of the Chinese mobility market [3][4] Industry Trends - The Robotaxi industry is transitioning from "technology validation" to "scaled commercial operation," with key players like Baidu and WeRide achieving significant milestones in profitability and fleet size [2][3] - The global Robotaxi market is projected to reach $66.6 billion by 2030, with China expected to account for over half of this market share [3]
中国Robotaxi迎规模化盈利拐点：小马智行双城盈利 文远知行加速跟进