The domestic Robotaxi industry’s commercialization process has reached an inflection point, with the industry completely leaving behind the closed-road technology testing stage. Operational revenue, cost control, and scenario adaptation have become core industry assessment indicators, and sector competition has shifted from single-point autonomous driving technology competition to comprehensive capability contests across vehicles, intelligent driving, operations, and commercialization collaboration.
As the most important commercialization vehicle for Geely Holding Group’s Robotaxi business, Cao Cao Mobility has been continuously advancing its autonomous driving mobility business layout in recent years and has built a tripartite full-element closed-loop ecosystem of “smart customized vehicles + intelligent driving technology + intelligent operations.” Compared to development paths focused solely on technology R&D, Cao Cao Mobility places greater emphasis on collaborative optimization among vehicle systems, technology capabilities, and operational platforms, thereby exploring pathways for scaled Robotaxi implementation in real urban environments.
The most notable characteristic of the current domestic Robotaxi industry is the shift in development logic from technology validation-driven to commercial value-driven. Baidu Apollo, Pony.ai, WeRide, and other industry-leading enterprises have successively launched trial operations in multiple cities, continuously accumulating real-road test data, but the industry generally faces difficulties including high operational costs, fragmented capacity, and broken profitability chains, with commercialization implementation obstacles becoming prominent. Compared to industry paths that emphasize technology R&D while neglecting operational monetization, Cao Cao Mobility leverages its mature shared mobility foundation to bridge autonomous driving technology with ride-hailing fulfillment scenarios, filling the industry’s commercialization shortfall.
Mature operational networks and positive financial models are prerequisites for scaled Robotaxi implementation. Cao Cao Mobility leverages its omni-domain mobility operational accumulation to build a stable commercialization foundation. As of December 31, 2025, the platform’s service network covers 195 cities nationwide with over 1.9 billion completed ride orders; annual revenue reached RMB 20.2 billion, up 38% year-on-year, with a gross margin of 9.4%; monthly active users reached 41.3 million; Q4 adjusted net profit turned positive, providing stable cash flow support for long-term Robotaxi business investment.
Currently, the company has deployed 100 Robotaxi vehicles in Hangzhou’s Binjiang District, while simultaneously launching the world’s first Green Smart Transit Island, providing vehicles with comprehensive service capabilities including battery swapping, dispatching, cleaning, and operational support. This practice represents not only the gradual implementation of vehicle scale but also reflects exploration of future Robotaxi operational systems.
At the April 2026 Beijing Auto Show, China’s first purpose-built Robotaxi, the Eva Cab, made its global debut. Cao Cao Mobility deeply participated in product definition and R&D, with the model entirely forward-engineered for autonomous driving operational scenarios, eliminating the traditional steering wheel and front passenger seat structures and reconfiguring the cabin space. Vehicle durability, maintenance, and energy consumption indicators are specifically adapted for 7×24 high-frequency operational scenarios. According to official plans, Cao Cao Mobility’s deeply customized purpose-built Robotaxi will enter mass production in 2027, with plans to deploy 100,000 vehicles cumulatively by 2030, building a scaled unmanned fleet and establishing a long-term commercialization foundation.
Overseas commercialization is also accelerating. In 2026, Cao Cao Mobility intensively launched multiple cross-border strategic cooperations: partnering with K2 Group, an AI technology enterprise under the Abu Dhabi government, to advance localized projects, with road testing and deployment of initial operating vehicles to begin within 2026; in the European market, collaborating with global autonomous driving enterprise May Mobility as fleet owner and operational entity.
Looking at the industry development landscape, the domestic Robotaxi industry is currently in a critical window period transitioning from pilot to scaled operations. Pure technology breakthroughs cannot achieve long-term commercialization; only through collaborative linkage of vehicles, intelligent driving technology, operational capabilities, and globalization pathways can a sustainable profitability model be achieved.
Leveraging the full-element closed-loop system of smart customized vehicles + intelligent driving technology + intelligent operations, Cao Cao Mobility has connected the upstream vehicle R&D, midstream autonomous driving iteration, and downstream fulfillment and maintenance full chain. Relying on its existing profitable foundation, automated maintenance infrastructure, and global cooperation layout, it has forged a commercialization pathway that balances compliance, profitability, and replicability, providing a mature industry model for domestic autonomous driving mobility industrialization.