SHENZHEN, China, March 02, 2026 — Pony AI Inc. (referred to as “Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global front – runner in attaining large – scale mass production and commercialization of autonomous driving technology, announced today that it has reached the break – even point for the unit economics (“UE”) of its seventh – generation (“Gen – 7”) Robotaxi in Shenzhen1. This significant achievement highlights Pony.ai’s ability to implement a sustainable business model, and lays a firm groundwork for accelerating expansion over the coming years.
Propelled by the soaring demand from users and the optimized operational efficiency, Pony.ai’s commercial operations in Shenzhen have yielded remarkable outcomes. As of February 28, the daily average net revenue per Gen – 7 Robotaxi in a one – month period has hit RMB338, with an average of 23 orders per vehicle per day. These figures illustrate the Company’s effective monetization strategies and high – quality product offerings, which provide an outstanding user experience and have spurred strong user willingness to pay for Pony.ai’s Robotaxi services. The vibrant travel activities during the Chinese New Year also increased the users’ demand for ride – hailing services.
“This milestone represents a crucial juncture for Pony.ai and the autonomous driving industry,” stated James Peng, Chairman and Chief Executive Officer of Pony.ai. “After achieving UE break – even in Guangzhou last year, reaching this milestone again in Shenzhen validates that our technology and business model are successfully enabling scalable commercialization. Moving forward, we will continue to expedite the expansion. By increasing the deployment of our vehicle fleet, we aim to drive growth in paid orders and revenues.”
1 The calculation of UE includes the following key cost elements: depreciation of the vehicle and autonomous driving kit, electricity and charging costs, routine maintenance, remote assistance operations, insurance premiums, labor of ground support staff, and parking and network infrastructure expenses.
About Pony AI Inc.
Pony AI Inc. (known as “Pony.ai”) (NASDAQ: PONY; HKEX: 2026), established in 2016, is a global leader in achieving large – scale mass production and commercialization of autonomous driving technology. Pony.ai is dedicated to providing safe, advanced, and reliable autonomous driving technology and solutions. At the core of Pony.ai’s strategy are its proprietary world model PonyWorld and Virtual Driver technology. Together, they drive the development and scaling of its Robotaxi services, Robotruck services, and licensing and applications businesses. With operations spanning across China, Europe, East Asia, the Middle East, and other regions, Pony.ai is among the few companies globally to achieve fully driverless commercial operations. Pony.ai has formed deep and extensive partnerships throughout the autonomous driving value chain, enabling it to speed up the commercialization of autonomous driving in line with its ultimate vision: “Autonomous Mobility Everywhere.” For more information, please visit: .
Cautionary Statement
The UE presented here are for informational purposes only and are based on a series of assumptions, and are only applicable to the Robotaxi operated in Shenzhen. These assumptions are subject to various risks and uncertainties that may cause the actual results to deviate significantly from those presented. The UE may fluctuate, and there is no guarantee that they will remain positive or reach the break – even point. Therefore, investors should not overly rely on such unit economics.
Safe Harbor Statement
This press release contains statements that may be considered “forward – looking” statements under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward – looking statements can be recognized by terms such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to,” and similar expressions. Statements that are not historical facts, including those about Pony.ai’s beliefs, expectations, accelerating the expansion of Robotaxi services, and improving unit economics, are forward – looking statements. Forward – looking statements involve inherent risks and uncertainties. More information about these and other risks is included in Pony.ai’s filings with the SEC and the Hong Kong Stock Exchange. All information provided in this press release is as of the date of this press release, and Pony.ai has no obligation to update any forward – looking statement, except as required by applicable law.
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