On June 18, 2026, during the 2026 International Automobile and Supply Chain Expo (Hong Kong), CaoCao Mobility announced the launch of its comprehensive AI transformation and officially unveiled the RoboX strategy. Centering on the trinity development model of “intelligent purpose-built vehicles + intelligent driving technology + intelligent operations,” the company aims to build a world-leading physical AI mobility technology platform. For China’s Robotaxi industry, which is transitioning from testing and verification to large-scale operations, this strategic adjustment signifies that industry competition is further shifting from single-point technological capabilities to the synergy of vehicles, technology, operations, and infrastructure.
In recent years, autonomous driving technology has continued to advance, with Robotaxi beginning to enter real urban roads and commercial operation scenarios. However, moving from technology demonstration to stable operation still requires solving a series of issues, including continuous vehicle online presence, capacity dispatching, energy replenishment, anomaly handling, and operating costs. Therefore, the current development focus of China’s Robotaxi is not only on improving the autonomous driving system itself, but on how to truly embed the technology into a complete mobility service chain.
The core of the RoboX strategy unveiled by CaoCao Mobility this time lies in connecting this chain. Centering on the trinity development model of “intelligent purpose-built vehicles + intelligent driving technology + intelligent operations,” the company positions intelligent capacity as a crucial carrier connecting AI capabilities with physical transportation scenarios. Among these, intelligent purpose-built vehicles address how vehicles adapt to high-frequency operations, intelligent driving technology undertakes automated execution in complex road environments, and intelligent operations connect vehicles, users, and service resources through platform dispatching and operational systems.
On the vehicle side, Eva Cab, China’s first natively developed purpose-built Robotaxi with CaoCao Mobility’s deep involvement in product definition and R&D, has been unveiled. The model adopts a design without a front passenger seat or steering wheel, and is developed via forward engineering specifically for autonomous driving operational scenarios, making it more suitable for future high-frequency commercial operations. According to the plan, this model will enter mass production in 2027, and CaoCao Mobility plans to cumulatively deploy 100,000 Robotaxis by 2030, further establishing a vehicle foundation for large-scale operations.
Beyond technology, the operational system is a crucial link for the sustainability of robotaxi commercialization. In April 2026, CaoCao Mobility was approved as the first enterprise in Hangzhou to conduct road testing of intelligent connected vehicles without safety operators. On July 27, the company officially opened main-seat driverless testing for Robotaxis, conducting small-scale verification in the real urban road environment of Binjiang District, Hangzhou, through designated station-triggered dispatching. Test vehicles are connected to the “CaoCao Zhixing RAS (Remote Assistance & Safety) Platform,” providing supporting safeguards for unmanned operations through capabilities such as safety monitoring, remote assistance, and anomaly handling.
Currently, CaoCao Mobility has deployed over 100 Robotaxis in Hangzhou and is simultaneously building a Green Intelligent Mobility Hub, providing services including automated battery swapping, automated cleaning, vehicle preparation, and smart dispatching. Compared to simply increasing vehicle numbers, such infrastructure construction pays more attention to the long-term operational efficiency of the fleet, and is also a critical link that needs to be strengthened as China’s Robotaxi transitions from pilot projects to large-scale deployment.
Meanwhile, CaoCao Mobility’s core shared mobility business provides a relatively mature operational foundation for its autonomous driving business. As of December 31, 2025, the company’s service network covered 195 cities across China, with full-year revenue of 20.2 billion yuan, a year-on-year increase of 38%. Adjusted net profit turned positive in the fourth quarter. Existing experience in vehicle management, user services, and smart dispatching can provide operational capability references for Robotaxis entering more cities.
As Geely Holding Group’s most important commercialization vehicle for Robotaxi, CaoCao Mobility is also simultaneously expanding its global business. In 2026, building on its cooperation with the Abu Dhabi Investment Office (ADIO), the company further advanced cooperation with K2 and May Mobility, exploring robotaxi commercialization deployment and operations around the Middle East and European markets, continuously accumulating cross-regional operational experience.
From the perspective of the current industry development stage, China’s Robotaxi is gradually shifting from “whether it can run” to “whether it can operate sustainably.” Whether vehicles are adapted to commercial scenarios, whether technology can operate stably, whether infrastructure can support the fleet, and whether the platform can form an efficient fulfillment closed loop will all become important variables in the next stage of industry competition. Through the RoboX strategy, CaoCao Mobility systematically integrates vehicles, technology, and operations, essentially exploring the path of transforming autonomous driving from a technological product into an intelligent mobility infrastructure, and also providing a new practical sample for China’s Robotaxi to further move towards large-scale commercial operations.
From the perspective of the current industry development stage, China’s Robotaxi is gradually shifting from “whether it can run” to “whether it can operate sustainably.” Whether vehicles are adapted to commercial scenarios, whether technology can operate stably, whether infrastructure can support the fleet, and whether the platform can form an efficient fulfillment closed loop will all become important variables in the next stage of industry competition. Through the RoboX strategy, CaoCao Mobility systematically integrates vehicles, technology, and operations, essentially exploring the path of transforming autonomous driving from a technological product into an intelligent mobility infrastructure, and also providing a new practical sample for China’s Robotaxi to further move towards large-scale commercial operations.