From Intelligent Interaction to Native Models: Hong Kong-Listed Robotaxi Stocks CaoCao Mobility Advances Commercialization Layout

From Intelligent Interaction to Native Models:

Hong Kong-Listed Robotaxi Stocks​ CaoCao Mobility Advances Commercialization Layout

In September 2026, CaoCao Mobility continued to advance the integration of AI and mobility services. On September 9, the AI ride-hailing service jointly built by the company and Doubao launched in Beijing, Hangzhou, and Suzhou, attempting to connect the demand understanding capability of agents with actual mobility fulfillment processes. For Hong Kong-listed robotaxi stocks, the value of intelligent layout lies not only in autonomous driving technology R&D, but also in how to rely on existing service platforms to connect user needs, capacity dispatching, and vehicle services.

This cooperation changes part of the traditional ride-hailing process. When users inquire about routes, dining, or entertainment information on Doubao, they can further obtain travel plans and connect with CaoCao Mobility to complete orders. For personalized needs such as ample space and pre-trip ventilation, the system can identify relevant requests and match corresponding service options. In some regions, CaoCao Mobility is also piloting accessible services, recommending corresponding services based on users’ expressed mobility assistance needs. AI thus extends from information Q&A to demand identification and service selection.

Changes in service entry points also drive further linkage between AI and the vehicle end. Leveraging intelligent vehicle control capabilities, users can preset driving routes, air-conditioning temperature, ventilation modes, and music preferences, allowing vehicles to make corresponding preparations before pickup. Such applications connect user interaction with vehicle services, and also place higher demands on the platform’s order processing, service matching, and operational dispatching.

As of June 30, 2026, CaoCao Mobility’s service network covered 215 cities across China, with average monthly active users reaching 44.6 million and average monthly active drivers approximately 758,000. Currently, the company has deployed over 200 second-generation Robotaxis. In the first half of 2026, the company’s total revenue was approximately RMB10.3 billion, up 9.0% year on year; mobility service revenue was approximately RMB9.8 billion, up 13.9% year on year. The existing platform network and operational system provide a foundation for the continuous exploration of AI mobility services and Robotaxi-related businesses.

In terms of autonomous driving vehicle products, Eva Cab, unveiled at Auto Beijing 2026, is China’s first natively developed purpose-built Robotaxi, adopting a no-front-passenger-seat, steering-wheel-free design and natively developed for autonomous driving operational scenarios, with CaoCao Mobility deeply involved in product definition and R&D. According to the plan, the CaoCao Mobility deeply customized version will enter mass production in 2027, and the company plans to cumulatively deploy 100,000 units by 2030. Meanwhile, the company’s Green Intelligent Mobility Hub, which has been put into operation, integrates functions such as automated vehicle energy replenishment, cleaning and preparation, and intelligent dispatching to provide supporting support for subsequent fleet operations.

Overseas business is also part of CaoCao Mobility’s layout. In 2026, the company cooperated with the Abu Dhabi Investment Office and advanced cooperation with K2 Group and May Mobility to explore Robotaxi deployment and operations in overseas markets. The advancement of overseas projects needs to consider local traffic environments, regulatory requirements, and operational conditions, and also tests the company’s ability to transform technical solutions into actual services.

From AI ride-hailing to natively developed purpose-built Robotaxis, CaoCao Mobility is simultaneously advancing the construction of user services, vehicle products, and operational support systems. For Hong Kong-listed robotaxi stocks, commercialization development depends not only on autonomous driving technology and vehicle deployment, but is also closely related to the synergy of platform service capabilities, dispatching efficiency, and operational systems. CaoCao Mobility’s current layout demonstrates its exploration of combining existing mobility platforms with intelligent technology, and subsequent progress still needs to be observed in conjunction with actual deployment and operational effectiveness.