8 Stories

urban NOA

Huawei NOA Race Heats Up as JAC, G700 Advance

China’s EV market is entering a new phase as August urban NOA installations rose to 427,000 units and penetration hit a 2026 high of 27.9%, with Huawei, DeepRoute.ai and Momenta now locked in a tight three-way race. At the same time, JAC has acknowledged early talks with Huawei and Stellantis, while the new Zongheng G700 shows how Chinese brands are combining smart driving, hybrid powertrains and global ambitions in higher-end SUVs.

Oct 1, 202610 min

ARCFOXHuawei ADS

Chinese EVs: Smart Driving, Premium MPVs, Reality

China’s EV and intelligent-mobility sector is moving into a tougher, more mature phase. Shenyang’s September 12-13 urban NOA contest will put Chinese smart-driving systems under real-world pressure, while ARCFOX’s Wendao V9 is using APEC-level transport duty, 310 km EV range, and 1,330 km combined range to strengthen its premium MPV credentials. The parallel scrutiny of robotics IPOs adds a broader lesson for Chinese EVs: markets now want proof of safety, repeatability, and sustainable commercialization.

Sep 10, 202610 min

BYDXPeng

Chinese EVs: Smart Driving’s New AI Pricing Playbook

China’s EV market is showing the world how AI and smart driving will be monetized: basic intelligence gets cheaper, while advanced capabilities and infrastructure stay profitable. As urban NOA spreads from RMB 300,000 cars to models like the BYD Seagull and Leapmotor A10, DeepSeek’s API price hike and OpenAI’s free GPT-5.6 Luna rollout reveal the same pattern in AI—chat becomes free, real work gets billed.

Aug 7, 202610 min

HuaweiTesla

China EV Market Surges as Smart Driving Spreads

China’s EV market is accelerating on two fronts in 2026: urban NOA installations hit 1.802 million in H1, while new family SUVs from Wey and Wuling show how quickly electrification is spreading across both premium and mass-market segments. Huawei leads smart driving volume, Tesla and Momenta remain key rivals, and the next big battleground is bringing advanced ADAS and electrified six-seat SUVs below RMB 200,000.

Jul 17, 202610 min

IM Motors智驾大赛

IM Motors' ADAS Leap:智驾大赛 Insights & 2026 Plans

IM Motors shared its智驾大赛 evolution at the 2025 gala, from early flops to top-3积分榜 (908.77 pts), unveiling R6 model (400k+ km tested) and 2026 combo ADAS goals. Amid 22-brand battles across 24 cities, with Avatr/XPeng leading, the event highlights China's ADAS scale-up and safety focus. Bosch's full-stack push signals global ripple effects for urban NOA.

Jan 31, 20263 min

QCrafturban NOA

QCraft's 2026 Breakthrough: 1M AD Units & L4 Logistics Push

QCraft shattered records at its 2026 Beijing event with 1M+ assisted driving units, the first 6M urban NOA on Li Auto, and L4 logistics entry via Chery partnership. Backed by VLA+World Model tech, it plans 50 models this year amid Chery's Nissan factory buyout and robust EV supply chain growth. This cements China's lead in scalable autonomous driving for global markets.

Jan 25, 20263 min

智驾大赛XPeng G9

智驾大赛温州预赛：LS6、G9、阿维塔12晋级 Amid EV Boom

In Wenzhou's 2025 Intelligent Driving prelims, JiZi LS6, XPeng G9, and Avita 12 advanced after acing 21-23km blind urban NOA tests amid China's EV boom (1280.9M NEV sales, +17.6%). XPeng scored a CNY 100B ICBC deal post-429K deliveries (+126%). Autonomous brands hit 65% market share, signaling tech leadership.

Jan 11, 20264 min

Chinese EVsL3 autonomous driving

Chinese EV Boom: L3 Wins, Ideal Expands, 2026 Sales Surge

China's EV sector surges with L3 approvals for Changan and Arcfox, Ideal Auto's supply chain merger and Middle East/Africa expansion, and 2026 NEV sales forecast exceeding 20 million units. Xiaomi and Momenta advance with L3 tests and Orin-beating chips, while partnerships like CATL-Landian lock in decade-long battery supply. These moves solidify China's lead in intelligent EVs amid global shifts.

Dec 22, 20254 min