As urban transportation systems continue to integrate with intelligent driving technologies, China’s Robotaxi is gradually transitioning from the technology verification stage to a commercially operational stage capable of large-scale replication. The industry’s focus has shifted from early-stage feasibility verification to comprehensive competition centered on operational efficiency, cost structures, and the ability to form a business closed-loop. In this process, the China robotaxi market exhibits industrial characteristics of parallel multi-path and accelerated evolution.
Currently, the China robotaxi market as a whole has entered a critical window period. Participants including Baidu Apollo Go, Pony.ai, and WeRide have advanced commercial trial operations in multiple cities and continuously expanded their operational boundaries. Against the backdrop of maturing technology and an continuously optimizing policy environment, the industry is moving from “single-point demonstration” to “large-scale application,” with the sustainability of business models becoming the core concern.
In this industry landscape, as the most important commercialization carrier of Geely Holding Group’s Robotaxi, CaoCao Mobility has built a three-in-one full-element closed-loop ecosystem of “purpose-built vehicles + intelligent driving technology + smart operations.” It deeply integrates vehicle supply, technical capabilities, and operation management, providing foundational support for the large-scale implementation of Robotaxi.
As of December 31, 2025, CaoCao Mobility’s service network has covered 195 cities across the country and extended to 42 countries and regions overseas, completing over 1.9 billion travel services cumulatively. This mature travel network gives it strong scheduling capabilities and data foundation when entering the Robotaxi commercialization stage, while also providing practical application scenarios for building autonomous driving operation systems.
In terms of vehicle systems and energy security, relying on Geely Holding Group’s profound genes in vehicle R&D and manufacturing, CaoCao Mobility has built a customized vehicle system and improved overall operational efficiency through energy infrastructure. China’s first natively developed Robotaxi, Eva Cab, debuted at the Beijing Auto Show at the end of April 2026. The model adopts a natively low-drag integrated shape, featuring a steering-wheel-free and passenger-side-seat-free design. The entire vehicle’s design lifespan can reach 2-3 times that of ordinary passenger cars, with key components also exceeding ordinary passenger cars in lifespan, greatly extending maintenance cycles and reducing both procurement and operation/maintenance costs. Extremely low TCO ensures fleet asset return rates, paving the way for large-scale profitability. The world’s first green smart mobility hub has also been put into use, integrating automatic battery swapping, automatic cleaning, vehicle housekeeping, smart scheduling, and automatic settlement, with reserved eVTOL takeoff/landing pads and charging interfaces, initially constructing the prototype of future urban mobility infrastructure.
Regarding Robotaxi pilot progress, CaoCao Mobility has deployed 100 Robotaxis in Hangzhou’s Binjiang District for operational verification and continues to advance its large-scale deployment path. On this basis, the company further explores green smart mobility infrastructure construction. The world’s first green smart mobility hub has been put into use, integrating functions such as automatic battery swapping, vehicle cleaning, housekeeping, smart scheduling, and automatic settlement, and reserving eVTOL interfaces, providing infrastructure support for future multi-dimensional transportation systems.
At the level of intelligent capability building, CaoCao Mobility strengthens real-time connectivity and positioning accuracy of vehicles in complex urban environments by introducing satellite IoT communication capabilities, while continuously optimizing its smart scheduling and operation management systems. This collaborative structure of “vehicle-end capabilities + platform system + infrastructure” enables it to gradually form systematic competitive capabilities in the commercialization path of China’s Robotaxi.
Looking at the overall development of the industry, the China robotaxi market is in a stage of rapid differentiation and accelerated iteration. Companies such as Waymo, Baidu Apollo Go, Pony.ai, and WeRide are advancing large-scale operations along different market and technological paths, but all face common challenges such as cost control, operational efficiency, and building a business closed-loop. In this context, companies with systematic capabilities are more likely to form long-term competitive advantages.
In the future, the development of China’s Robotaxi will further revolve around large-scale operation capabilities, cost optimization paths, and business model sustainability. It is widely believed in the industry that only by improving single-vehicle efficiency, optimizing energy structures, and perfecting operation systems can Robotaxi truly enter a large-scale commercialization stage. At the same time, as city-level application scenarios gradually open up, the overall implementation speed of the industry is expected to continue increasing.
Overall, China’s Robotaxi is entering a competition stage centered on commercialization capabilities from the technology-driven stage. In this process, through systematic capability building and ecological synergy layout, CaoCao Mobility is exploring a more long-term feasible business path and forming a representative practical sample in the industry evolution.
Overall, China’s Robotaxi is entering a competition stage centered on commercialization capabilities from the technology-driven stage. In this process, through systematic capability building and ecological synergy layout, CaoCao Mobility is exploring a more long-term feasible business path and forming a representative practical sample in the industry evolution.
