3 Stories

Robotaxi

China EVs Face Quality Test as L4 Services Scale

China’s EV industry is expanding fast, but quality pressure is rising just as autonomous driving commercialization accelerates. New industry data shows 227,803 vehicle complaints in 2025, up 31.6% year on year, with NEVs accounting for 44.8%, while Pony.ai and Hesai announced major L4 milestones in robotaxi and unmanned logistics. Together, the updates show that Chinese EVs are entering a new phase where scale alone is not enough—reliability and user trust are becoming decisive.

Mar 13, 202610 min

solid-state batteryLightyear Engine

Chinese EV Ecosystem Booms: Solid-State Batteries, Waymo Surge

China's EV sector surges with Lightyear Engine's 10B yuan funding for mass-produced solid-state batteries like LY-70, GHSP's Shanghai expansion targeting 470M yuan output for BYD/Geely, and Waymo's $16B raise valuing it at $126B for global robotaxi growth. These moves highlight solid-state tech and autonomy fueling the industry's next phase. Expect faster adoption in Chinese EVs amid intensifying global competition.

Feb 3, 20264 min

XPengVLA AI

XPeng's 2026 Revolution: VLA AI, New EVs Shake Chinese Market

XPeng ignites 2026 with second-gen VLA physical AI for L4 driving and Robotaxi tests, launching P7+ (1550km EREV) and G7 (1704km world's longest SUV) in 36 countries. Xiaomi pledges 200B CNY R&D for AI-chip-OS trifecta, Zeekr secures China's largest L3 license, amid H200 chip approvals. This AI surge cements China's EV dominance, eyeing global self-driving revolution.

Jan 9, 20264 min

BYDNEV production

BYD Hits 15M NEVs, Leaks FCB Sedan as Momenta Eyes Global AD

BYD celebrates 15 million NEVs produced, outstripping Tesla and VW, fueled by hits like Dolphin and Seagull. Spy shots leak the FCB Magnesium 9 sedan with LiDAR for 2026, while Momenta bags Grab investment to push robotaxis in Southeast Asia. These moves spotlight China's EV production dominance and global AD expansion.

Dec 18, 20254 min

XPengRobotaxi

XPeng's 2026 EV Blitz: 10+ Models, Robotaxis Lead Charge

XPeng unveils 2026 plans for 10+ EVs including three L4 Robotaxis with 3000 TOPS compute, as Tesla preps unsupervised Austin runs. Li Auto defends VLA with 3.12B km data amid debates, Voiture launches 1400km-range PHEV, and 47% of China first-time buyers target EVs. VW-XPeng's 18-month collab model lands Dec 31, fueling global robotaxi and smart EV races.

Dec 11, 20254 min