9 Stories

robotics

China EVs: SDV and Physical AI Reshape Mobility

China’s EV market is rapidly becoming a software-defined vehicle battleground, with L2 passenger-car penetration reaching 64% in 2025 and middleware platforms like RTI’s Connext Drive gaining importance. At the same time, JD.com’s massive physical AI push and Westlake Robotics’ latest funding show how embodied AI, robotics, and Chinese EV technology are starting to converge into a broader intelligent mobility ecosystem.

Sep 11, 202610 min

ArmShanghai Auto Show

Arm and Shanghai Auto Show Signal EV AI Shift

Arm, Songyan Dynamics and the 2027 Shanghai Auto Show all pointed to the same trend on September 8: China’s EV industry is expanding into a broader AI and robotics ecosystem. With Arm citing 350 billion-plus chips shipped, Songyan launching its Scalabot embodied AI brand, and Shanghai Auto Show planning a 400,000-sqm event with physical AI and chip exhibits, the future of Chinese EVs looks increasingly defined by compute, software and intelligent machines.

Sep 8, 202610 min

Chinese EVsWAIC 2026

WAIC 2026: China’s Embodied AI Push Accelerates

WAIC 2026 showcased how China’s embodied AI industry is moving from lab demos to real-world deployment, with Jianzhi Robot building a 1,000,000+ hour Human Data base, Yufan Intelligent showing advanced quadruped mobility, and Galbot putting robots to work in retail and CATL battery production. For the Chinese EV industry, the big takeaway is clear: embodied robotics is becoming a serious new layer in smart manufacturing, logistics, and factory automation.

Jul 19, 202610 min

SeresNullmax

Seres, WAIC 2026 Show China EV Tech’s Expanding Role

Seres pledged RMB 10 million to support rescue and reconstruction after the Pengshui landslide in Chongqing, highlighting the broader civic role of major Chinese EV manufacturers. At the same time, WAIC 2026 showed how autonomous-driving technology is expanding into physical AI, with Nullmax launching a general-purpose robotics brain and JD Logistics introducing the Genie G2 Max heavy-duty warehouse robot.

Jul 18, 20268 min

MomentaXPeng

Chinese EV Tech Surges as Momenta, XPeng Move Fast

China’s EV industry is moving beyond vehicles alone: Momenta opened its Hong Kong IPO with $40 million from Mercedes-Benz and BYD, XPeng set a rapid China-to-Europe launch plan for the MONA L03, and Archon Robotics raised several hundred million yuan for humanoid AI. Together, the news shows how Chinese EVs, autonomous driving, physical AI, and robotics are converging into a broader global mobility technology race.

Jun 29, 20268 min

BYDChinese EVs

BYD Leads as EV, Battery and Robotics Converge

BYD’s Hungary plant is set to start vehicle assembly in Q4, underscoring how Chinese EV makers are shifting from exports to localized manufacturing in Europe. At the same time, South Africa is moving to support battery raw materials, GM is exploring sodium-ion storage and vehicle-to-grid, and Chinese robotics firms are pushing embodied AI into mining and humanoid platforms—showing that the EV market is expanding into a much broader industrial ecosystem.

Jun 10, 20269 min

GAC AionHyper

GAC Aion Gains Momentum as China EV Market Heals

GAC Aion and Hyper sold 33,140 vehicles in May 2026, up 23.76% year on year, as the Chinese EV market showed signs of gradual recovery. The bigger story is structural: faster product development, a 79% private-buyer mix, stronger warranty messaging, and a broader ecosystem shift toward robotics and globalization are reshaping how Chinese EV brands compete.

Jun 1, 20269 min

BuickChinese EVs

Buick E7 Leads a Bigger China EV-Tech Shift

Buick has launched the Electra E7 in China at RMB 154,900-194,900, opened deliveries on April 22, and says the family-focused PHEV SUV already has more than 30,000 pre-orders. Beyond the vehicle itself, fresh funding for Juwei Technology and new embodied AI plans from Zibianliang Robotics show how China’s EV market is converging with robotics, batteries, and intelligent driving technologies.

Apr 22, 202611 min

Huawei ADSBYD

Huawei ADS and BYD Signal China EV Power Shift

Huawei is pushing advanced driver assistance into the mass market with its four-tier Qiankun ADS lineup, while Wuling’s Huajing S could bring urban NCA to the RMB 150,000-200,000 segment as standard. At the same time, BYD led Australia’s EV market in Q1 2026 with 9,954 sales versus Tesla’s 7,260, underscoring how Chinese EV brands are gaining strength both at home and abroad.

Apr 9, 202610 min