AI Agents Move Into China's Ride-Hailing Market
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Cao Cao Mobility in September 2026 integrated its AI ride-booking service into system-level agents, including the Doubao phone assistant on the Nubia NaviX Ultra, Honor's YOYO, OPPO's Xiao Bu Next, and Qwen AI glasses, allowing users to book rides without opening any app. The push comes as China's ride-hailing market grew to about RMB 411.9 billion in 2025, up 6.07% year over year, while users stayed flat at 539 million, leading platforms to treat AI agents as a new growth avenue. Robotaxi operators are advancing in parallel: Apollo Go has surpassed 23 million cumulative orders across 28 cities, and Pony.ai and WeRide are moving toward mixed operations and eventual integration with ride-hailing platforms.
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- 钛媒体AI Ride-Hailing: How AI Agents Are Reshaping China's Mobility Industry Chain
AI-driven ride-hailing is taking shape in China, with Cao Cao Mobility in September integrating its AI booking service into system-level agents including the Doubao phone assistant on the Nubia NaviX Ultra, Honor's YOYO, OPPO's Xiao Bu Next, and Qwen AI glasses, enabling full booking without opening any app. China's ride-hailing market reached roughly RMB 411.9 billion in 2025, up 6.07% year over year, with users flat at 539 million, pushing platforms toward AI agents as a new growth story. Meanwhile, Robotaxi operators like Apollo Go (over 23 million cumulative orders in 28 cities), Pony.ai, and WeRide are moving toward mixed operations and eventual integration with ride-hailing platforms.
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