Pony.ai said its seventh-generation robotaxi has achieved per-vehicle profitability in Shenzhen, marking a commercial milestone for the Chinese autonomous driving company.
The company announced that as of Feb. 28, its Shenzhen fleet generated average daily net revenue of 338 yuan ($49) per vehicle. The milestone follows a similar achievement in Guangzhou in November 2025, making Shenzhen the second tier-one city where Pony.ai reports per-vehicle profitability.
According to the company, vehicles in Shenzhen averaged 23 daily orders per car, matching the order volume level recorded when the fleet reached break-even in Guangzhou. During the 2026 Spring Festival holiday, average daily paid orders per vehicle in Shenzhen rose to 26, compared with a national average of 15 per vehicle per day last year.
Pony.ai launched commercial operations in Shenzhen in March last year and has since expanded its service area from 21.7 square kilometers to 167.4 square kilometers. The company said that paid order volume in Shenzhen this year had already exceeded the city’s total for all of 2025 as of mid-February.
The company attributed the profitability milestone to both rising user demand and cost reductions. Its seventh-generation autonomous driving system uses automotive-grade components, reducing material costs by around 70% compared with the previous generation, Pony.ai said.
In its November 2025 earnings report, Pony.ai outlined plans to expand its robotaxi fleet to more than 3,000 vehicles by the end of 2026 as it scales commercial operations in China.