Author: Wang Ruihao | Editor: Li Yuchen An executive at a traditional automaker once recalled to Leiphone that during the pandemic, the head of his company visited Bosch in Suzhou. At that time, automakers were busy securing supply. According to his memory, this CEO-level executive waited there for several days regarding the supply of an active safety system, but ultimately failed to meet with the person in charge and did not secure the supply. Upon leaving Bosch, he sighed deeply: "Who is actua
November 3, 2026
Author | Song Wen Editor | Su Peng In the past two years, the parameter sheets for automotive chips seem to have been hit by an acceleration key. Tens of TOPS, hundreds of TOPS, thousands of TOPS—the PPT slides at launch events get flashier with each page, and the numbers grow larger with each round. When automakers release new vehicles, chip compute power has become a mandatory metric, and "total compute" has also become the default hard indicator in media reviews. However, a counter-intuitive
November 3, 2026
Author | Su Peng Recently, the topic of NEV manufacturers "fleeing from CATL" has become increasingly heated. The underlying reason is not complex: the power battery pack accounts for approximately 30%–40% of the vehicle's total manufacturing cost (BOM), making it the most expensive single component. However, the intensifying price war continues to squeeze profit margins in the automotive industry. According to data from the China Passenger Car Association (CPCA), monthly profits in September 20
November 3, 2026
Author | De Xin Editor | Wang Bo L3 National Standard Countdown Begins Currently, the mandatory national standard for L3 is entering its final countdown, and the revised draft of the ADS indicator light regulations is open for public comment. Numerous related signals indicate that L3 autonomous driving may arrive next year. The market already features vehicle models with pre-embedded hardware foundations for L3-level redundant architectures. Models represented by the Qijing GX7 are poised to bec
November 3, 2026
On October 29, Zhuoyu Technology officially launched its commercial vehicle technology brand "Zhuoyu Panxing" and announced collaboration progress with seven major enterprises: XCMG Auto, Shaanxi Automobile Group, China National Heavy Duty Truck Group (Sinotruk), FAW Jiefang, Foton Motor, Dongfeng Commercial Vehicle, and Yutong Bus. The business scope covers heavy-duty trucks, buses, light-duty trucks, and other vehicle types. On the same day, the first batch of mass-produced L4 autonomous drivi
November 3, 2026
Net profit of CNY 10 billion in three months marks BYD's strongest quarter since the beginning of this year. On the evening of October 29, BYD released its Q3 2026 financial report: ◎ Operating revenue was CNY 221.488 billion, a year-on-year increase of 13.59%; ◎ Net profit attributable to shareholders was CNY 10.020 billion, a year-on-year increase of 28.08%. For the first three quarters: ◎ Operating revenue was CNY 566.304 billion, a mere year-on-year increase of 0.01%; ◎ Net profit attributab
November 2, 2026
In recent years, autonomous driving companies have been focused on solving how machines understand road environments and make driving decisions based on changes among surrounding traffic participants. Now, these companies are attempting to extend their technological accumulation into areas such as humanoid robots and embodied AI. In August 2026, XPeng announced that its robotics business had completed its first round of financing, raising over USD 900 million with a post-money valuation exceedin
November 2, 2026
As Artificial Intelligence (AI) moves from cloud-based large models to physical-world applications such as automobiles and robots, the competitive logic for edge-side AI chips is evolving. For chips, AI computing power figures remain important but are no longer sufficient on their own to determine competitiveness. Taking intelligent driving as an example, whether large models can run efficiently on the vehicle side, whether chips can keep pace with the rapid evolution of model requirements, whet
November 2, 2026
The scaling of electrification on trunk lines is beginning primarily on transport routes with stable cargo sources and concentrated capacity. As electric heavy-duty trucks begin to account for half of domestic new vehicle sales, cross-regional long-haul trunk logistics remains a market yet to be developed. Data shows that in September 2026, domestic sales of new energy heavy-duty trucks reached 33,100 units, a year-on-year increase of 37%. The penetration rate of new vehicles broke through 50% f
November 2, 2026
At the 2025 Shanghai Auto Show, Cadillac VISTIQ showcased a new LiDAR integration approach. The sensor is installed behind the front windshield, no longer protruding from the vehicle body as in traditional roof-mounted solutions. This setup utilizes Fuyao Smart Vision front windshield glass and features Hesai AT-series LiDAR. For intelligent vehicles seeking to balance exterior design with sensor placement, this undoubtedly offers another option. However, changing the sensor's location brings ne
October 29, 2026
Author | Zhang Lianyi Editor | Jiang Tianshuang The priority of Xpeng Motors has been elevated once again. On October 27 Beijing time, according to a report by Reuters citing the German business magazine Manager Magazin, Volkswagen is considering an aggressive plan that could reshape its global software strategy: introducing the electronic/electrical architecture currently used only in the Chinese market into Volkswagen models for the European market. If this plan materializes, Rivian, the US pa
October 29, 2026
"Platform competition has begun, but platform dominance remains undecided." At the recently held 2026 China Automotive Supply Chain Conference, Professor Wang Chao from Beijing University of Technology stated this in an interview with media outlets including Gasgoo. Today, China's cockpit market accounts for approximately 36% of the global total. It holds clear advantages in areas such as displays, HUDs, voice interaction, and domain controller integration, with multiple segments ranking first d
October 29, 2026
When vehicles are no longer isolated islands that merely "act according to traffic lights," but can instead "see" pedestrians in blind spots ahead, understand ambulance yield requests, and even find their own parking spaces after the driver leaves—this kind of mobility is moving from the test roads in Beijing Yizhuang to mass-production shelves. On October 23, the 2026 World Intelligent Connected Vehicles Conference concluded successfully at the Beiren Yichuang International Exhibition Center in
October 28, 2026
The autonomous driving market in 2026 appears to be booming. The list of third-party solution providers is growing longer by the day, including Huawei Qiankun, Momenta, Horizon Robotics, Zhuoyu, and DeepRoute.ai, while automakers' self-developed solutions are also emerging endlessly. Urban NOA (Navigation on Autopilot) has rapidly trickled down from high-end models to vehicles priced at over CNY 100,000 or even lower, with penetration rates steadily climbing. However, behind this prosperity lies
October 28, 2026
Jia Haonan reporting from Fusi Temple, Quantum Bit ROBO | WeChat Official Account AI4ROBO Not many players in the autonomous driving sector are still this aggressive today: In terms of scale and mileage, we are the world's largest unmanned fleet, driving over 1 million kilometers per day, several times that of Waymo. People always say logistics is "unrefined," but no one disputes that we are a robotics company. Whether it's GPT-6, DeepSeek, or Qwen, they cannot replace me. The entire L4 sector i
October 28, 2026
How long can companies maintain their competitive edge from the R&D phase to mass production of a new technology? In China's automotive market, the answer is becoming increasingly short. Smart features that were once rare quickly appear on cheaper models; technical advantages established recently may face new competitors before the investment is recouped. Yet automakers and suppliers cannot stop innovating. Failing to innovate risks losing orders, while innovating does not guarantee sufficie
October 28, 2026
By Chengdu | Edited by Yang Xuran In 2026, the wave of physical AI is accelerating from conceptual technological exploration to tangible industrial implementation. In the mobility sector, which serves as a pioneer track, Caocao Mobility has launched a model project in Xiangcheng District, Suzhou, exploring the fulfillment path for the large-scale commercial deployment of physical AI. On October 27, Gong Xin, CEO of Caocao Mobility, was invited to attend the 8th Intelligent Driving Conference and
October 28, 2026
Author | Su Jialing A smooth lane change in a simulator may not withstand the test of real-world roads. The ego vehicle steers, enters the adjacent lane, and the rear vehicle continues along its original trajectory and speed; the entire process ends smoothly. However, on real roads, vehicles in the adjacent lane might decelerate to create space or accelerate to close the gap. The ego vehicle must then decide whether to continue merging or delay the lane change based on the other driver's reactio
October 28, 2026
A simple phrase like "The child has fallen asleep" allows the system to combine this command with sensor data to coordinate adjustments for air conditioning, volume, lighting, seats, and suspension, eliminating the need for item-by-item operation. This is a cockpit AI agent demonstration frequently seen at new car launch events in 2026. Automakers are willing to devote significant space to such demonstrations. However, competition in the real market has already moved to another stage. At the 202
October 28, 2026
Author | Liu Jiayi In the past, whether a smart car was considered "cool" depended on battery performance and intelligent driving experience. However, users are now more concerned about how various "XX Shrimp" (a metaphor for quirky AI features) and cockpit large models interact and perform. Especially as urban NOA (Navigate on Autopilot) capabilities of new vehicles tend to converge, the new skills constantly emerging in the cockpit—such as complex intent understanding, multi-person command dig
October 27, 2026