Morgan Stanley believes progressive developments in VLA and physical AI will help convince investors that Xpeng is more than just an auto company.

The 2026 Xpeng X9 electric MPV has a starting price 14% lower than its predecessor, highlighting its aggressive pricing strategy.

Gotion is accelerating the commercialization of its next-generation batteries, with the design work for its 2-GWh all-solid-state battery line now largely complete.

With sales declining for six consecutive months, this technology could serve as a key catalyst to boost market demand.

Xiaomi's humanoid robot successfully operated autonomously for 3 consecutive hours at a self-tapping nut assembly station in its EV factory.

HIMA's February deliveries rose 31.11% year-on-year, though down 51.29% from January.

Pony AI's seventh-generation robotaxi achieved unit economics breakeven in Shenzhen, with an average of 23 daily orders per vehicle.

Geely Auto's February sales grew about 1% to 206,160 units, with record exports serving as the core growth engine.

BYD's February NEV sales totaled 190,190 units, marking the sixth consecutive month of decline.

The ES8 delivered 11,260 units in February. Nio introduced purchase tax subsidies for the SUV to boost spring demand.