小马智行在深圳实现Robotaxi UE转正，已在两座一线城市达成关键突破

Core Viewpoint - The article highlights the significant progress made by Xiaoma Zhixing in the commercialization of its Robotaxi service, achieving operational profitability in two major Chinese cities, Shenzhen and Guangzhou, which indicates a sustainable economic model for autonomous driving services [4][6]. Group 1: Market Progress - Xiaoma Zhixing announced that its seventh-generation Robotaxi will achieve monthly single-vehicle operational profitability in Shenzhen by February 2026 [3]. - The company has successfully expanded its Robotaxi operational area from 21.7 square kilometers to 167.4 square kilometers by December 2025 [5]. - The operational performance in Shenzhen has been strong, with an average net income per vehicle per day reaching 338 yuan and an average of 23 orders per vehicle per day as of February 28 [4]. Group 2: User Demand and Experience - The user experience has significantly improved with features such as Bluetooth auto-unlock, voice interaction, online music, and pre-conditioning of air conditioning, enhancing passenger comfort [5]. - The paid order volume for Xiaoma Zhixing's Robotaxi in Shenzhen has already exceeded the total for the entire year of 2025 by February 16, 2026 [5]. - During the recent Spring Festival holiday, the average paid orders per vehicle per day reached 26, significantly higher than the national average of 15 orders per vehicle per day in 2025 [5]. Group 3: Cost Structure and Efficiency - The operational costs for each vehicle include depreciation of vehicles and autonomous driving kits, charging costs, maintenance, remote assistance, insurance, labor costs, and infrastructure expenses [6]. - The material costs for the seventh-generation autonomous driving system have been reduced by approximately 70% compared to the previous generation [6]. - The company has improved vehicle utilization and optimized the configuration of remote assistance personnel, enhancing overall operational efficiency [6]. Group 4: Future Outlook - The successful profitability in Shenzhen and Guangzhou demonstrates the replicability of Xiaoma Zhixing's business model in core markets [6]. - The company plans to steadily increase the scale of its pilot operations while maintaining a robust economic model for each vehicle, aiming to enhance order and revenue levels through economies of scale [6].