Pony.ai Achieves Per-Robotaxi Profitability in China's Two Cities

The seventh-gen Robotaxi cut BOM costs by 70% and generated average daily net revenue of RMB 338 ($49.3) per vehicle with 23 daily orders.

On March 2, Pony.ai announced that its seventh-generation Robotaxi achieved positive monthly per-vehicle operating profitability in Shenzhen in February 2026.

This follows a similar milestone reached in Guangzhou in November 2025, marking the second tier-one city in which the company has delivered positive unit economics.

The seventh-generation Robotaxi officially entered operation in November last year.

A person walking on a sidewalk near a modern autonomous vehicle in an urban setting with skyscrapers and greenery in the background. — Pony.ai’s seventh-gen Robotaxi

Compared with the previous generation, the new model fully adopts automotive-grade components for its autonomous driving kit, reducing bill-of-materials costs by approximately 70%.

With scaled deployment of the seventh-generation fleet, user experience has improved significantly.

Features such as Bluetooth-based automatic unlocking and pre-trip climate control have been gradually introduced, while acceleration and deceleration calibration has been optimized to enhance ride stability.

Interior view of a car with a passenger using a smartphone, featuring two screens on the front seats and a view of the road through the side window. — Interior view of Pony.ai’s seventh-gen Robotaxi

Supported by rising user demand and improved operational efficiency, as of February 28, the seventh-generation Robotaxi generated an average daily net revenue of RMB 338 ($49.3) per vehicle during the month, with average daily orders reaching 23 per vehicle.

Operational coverage has also expanded steadily. From an initial 21.7 square kilometers, Pony.ai’s Robotaxi service area in Shenzhen had expanded to 167.4 square kilometers by the end of 2025.

A self-driving car navigates a busy urban street during sunset, with skyscrapers and a modern cityscape in the background. — Pony ai’s Robotaxi

Improvements in product performance and expanded service coverage have directly driven user growth.

As of February 16, 2026, Pony.ai’s paid Robotaxi orders in Shenzhen for the year had already exceeded the total recorded for the full year 2025.

During the recent Spring Festival holiday, average daily paid orders per vehicle reached 26, significantly above the national Robotaxi average of 15 daily orders per vehicle recorded in 2025 from the beginning of the year through November, when the company was listed in Hong Kong.