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PONY-W: Robotaxi Achieves Breakeven Per Vehicle in Guangzhou
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PONY-W (02026.HK)'s Co-founder and CFO, Wang Haojun, disclosed to the media that the daily average orders for Robotaxi in Guangzhou have reached 23 per vehicle, with daily average revenue, after deducting discounts and refunds, reaching RMB299 per vehicle, allowing the Guangzhou fleet to achieve breakeven per vehicle in November and establish a verifiable profit model per vehicle.

Wang admitted that the daily average revenue level of RMB299 is not considered high compared to the domestic ride-hailing market. Under ideal network effects, Robotaxi's daily average revenue should reach a level similar to that of ride-hailing drivers, and theoretically, AI drivers do not need to rest. Therefore, there is room for further improvement.
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