Xiaoma Zhixing achieves profitability in both Guangzhou and Shenzhen for bike services. Is the Robotaxi inflection point approaching?

WealthCoffee

2026-03-27 09:47:56

Abstract generation in progress

【Caixin】 Robotaxi (autonomous driving mobility) is one of the most typical applications of autonomous driving technology, and companies focusing on the L4 track view it as the largest potential business increment in the future. For quite some time, Robotaxi has faced multiple constraints such as policies, technology, and costs, making it difficult to generate substantial revenue.

This situation may be changing. On the evening of March 26, autonomous driving technology company Pony.ai (NASDAQ: PONY/02026.HK) released its financial report, revealing that the company’s Robotaxi business revenue increased by 159.5% year-on-year in the fourth quarter of 2025, reaching 46.6 million yuan, with full-year revenue also growing by 128.6% year-on-year to 116 million yuan.

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