With CaoCao Mobility advancing its full-scale AI transformation and RoboX strategy, the company has continuously strengthened its Robotaxi commercialization capabilities around “intelligent custom vehicles + intelligent driving technology + intelligent operations”, driving China’s Robotaxi sector toward scaled operations. Against the backdrop of maturing autonomous driving technologies and deepening industrial synergies, Robotaxi services are being rapidly integrated into smart transportation systems, with commercialization capabilities and operational system development emerging as the new focal points of industry competition.
As the core commercialization vehicle for Geely Holding Group’s RoboX initiative, CaoCao Mobility has built a trinity full-element closed-loop ecosystem integrating “intelligent custom vehicles + intelligent driving technology + intelligent operations” to accelerate the rollout of RoboX, refine its intelligent mobility capacity system covering diverse scenarios such as Robotaxi and Robovan, and explore more systematic practical pathways for the commercialization of China’s Robotaxi services.
Solid Operational Foundation Supports Scaled Deployment of China’s Robotaxi Services
Scaled Robotaxi operations rely on mature platform capabilities. As of December 31, 2025, CaoCao Mobility’s service network covered 195 cities across China, with extensive accumulated expertise in vehicle dispatch, user services, asset management, and regulatory-compliant operations, laying a solid foundation for the operation of autonomous driving vehicles.
For the full year 2025, the company recorded revenue of RMB 20.2 billion, up 38% year-on-year, with gross margin further improved and adjusted net profit turning positive for the first time in the fourth quarter. Over the same period, the platform’s Monthly Active Users (MAU) grew to 41.3 million. The continuous improvement of operational quality and efficiency has provided strong support for the company’s AI transformation and RoboX business expansion.
Trinity Ecosystem Drives Scaled Rollout of Robotaxi Services
To meet Robotaxi commercialization requirements, CaoCao Mobility has continuously enhanced synergies across vehicles, technologies, and operations.
On the vehicle front, the company has long focused on custom vehicle operations and built a mature custom vehicle system during the human-driven phase. Currently, CaoCao Mobility operates a self-owned fleet of 38,000 custom vehicles across 31 Chinese cities — the largest custom fleet of its kind in China — which has accumulated valuable experience for Robotaxi operations. Meanwhile, Eva Cab, China’s first natively developed Robotaxi with CaoCao Mobility’s deep involvement in product definition and R&D, adopts a steering-wheel-free, no-front-passenger-seat design and is forward-developed entirely based on autonomous driving operational scenarios, further enriching the company’s product matrix. Under current plans, CaoCao Mobility’s deeply customized native Robotaxi is scheduled for mass production in 2027, with a target to cumulatively deploy 100,000 units by 2030, accelerating the commercial application of autonomous driving technologies.
For the operational system, the company continues to refine its digital operational infrastructure. The world’s first Green Intelligent Mobility Hub has been put into operation, integrating functions including automated battery swapping, automated cleaning, intelligent dispatch, and automated settlement. It provides smarter, more efficient support for Robotaxi fleets and upgrades the infrastructure capabilities of future smart transportation systems.
Accelerated Global Expansion Broadens Development Horizons for China’s Robotaxi Sector
While advancing domestic commercialization exploration, CaoCao Mobility has also moved quickly to expand its global footprint.
The company has reached a strategic cooperation agreement with the Abu Dhabi Investment Office, and separately established partnerships with K2 Group and May Mobility to advance Robotaxi commercial deployment in the Middle East and European markets respectively, actively validating the feasibility of applying China’s Robotaxi operational models overseas.
In addition, the company continues to make technological deployments in areas such as intelligent operation platforms and satellite-based IoT communications, constantly refining its future-oriented intelligent mobility ecosystem and accumulating experience for the global operation of Robotaxi services.
China’s Robotaxi Commercialization Enters a Critical Phase, with Synergy Capabilities Emerging as the Core Competitiveness
At present, China’s Robotaxi industry has entered a critical stage of commercialization, with the competitive focus shifting to systematic capabilities, operational strength, and ecosystem integration capabilities. Efficient synergies across vehicles, technologies, platforms, and infrastructure will serve as key enablers of scaled operations.
Relying on its trinity full-element closed-loop ecosystem of “intelligent custom vehicles + intelligent driving technology + intelligent operations”, CaoCao Mobility continues to advance Robotaxi commercialization practices, constantly refining its operational system and global footprint. As AI technologies evolve and application scenarios expand, China’s Robotaxi industry is expected to embrace broader development prospects, and CaoCao Mobility will continue to explore new commercial pathways for intelligent shared mobility throughout this process.
Relying on its trinity full-element closed-loop ecosystem of “intelligent custom vehicles + intelligent driving technology + intelligent operations”, CaoCao Mobility continues to advance Robotaxi commercialization practices, constantly refining its operational system and global footprint. As AI technologies evolve and application scenarios expand, China’s Robotaxi industry is expected to embrace broader development prospects, and CaoCao Mobility will continue to explore new commercial pathways for intelligent shared mobility throughout this process.
