China
Robotaxis in Shenzhen
Driverless, paid2 operators: Apollo Go (Baidu), Pony.ai
Shenzhen, China has driverless, paid robotaxi service.
technode.com· Jul 2025medium
Service
Who Runs Robotaxis Here
- Apollo Go (Baidu)Driverless, paidLidar
- Book viaOwn app
ir.baidu.com· Oct 2026medium - Pony.aiDriverless, paidLidar
- Book viaOwn app
Gen-7 vehicles reported unit-economics breakeven in Feb 2026.
blog.pony.ai· Oct 2026high
Fares
Known Fares and Figures
| Operator | Measure | Value | Period | Source |
|---|---|---|---|---|
| Pony.ai | Average fare per trip | ¥15 | Feb 2026 | blog.pony.ai· Oct 2026medium |
| Pony.ai | Trips per vehicle per day | 23 trips | Feb 2026 | blog.pony.ai· Oct 2026medium |
| Pony.ai | Revenue per vehicle per day | ¥338 | Feb 2026 | blog.pony.ai· Oct 2026medium |
Rules
Regulation
3of 5
Gated commercialModelled: our estimate, medium confidence
Driverless paid service under case-by-case permits
Research rubric level; new permits frozen nationwide April–July 2026.
- -5Regulator freeze in the last 12 months
Jurisdiction CN-GD-SZ · outlook stablecnevpost.com· Apr 2026mediummodelled
Tracker
Recent Events
- Permit
China suspends new robotaxi permits nationwide after the Wuhan outage
The freeze lasted from April to July 2026.
cnevpost.com· Apr 2026medium