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  • MIIT and Three Other Authorities Jointly Issue Draft for Comments to Strengthen Management of Automotive Innovative Design and R&D Validation

    On October 10, the Ministry of Industry and Information Technology (MIIT), the Ministry of Public Security (MPS), the Ministry of Ecology and Environment (MEE), and the State Administration for Market Regulation (SAMR) jointly released the "Notice on Further Strengthening the Management of Innovative Design, R&D Testing, and Validation of Automotive Products (Draft for Comments)", proposing further management requirements for automotive innovative design, R&D testing, and validation. As

    October 14, 2026

    MIIT and Three Other Authorities Jointly Issue Draft for Comments to Strengthen Management of Automotive Innovative Design and R&D Validation
  • Domestic L2+ AD Penetration Hits 73.6% in August; Hardware Deployed, Yet User Trust Lags Behind

    The advanced driving assistance industry is currently at an awkward tipping point. The monthly report on advanced driving assistance released by Gasgoo Research Institute shows that in August 2026, the installation volume of L2 and above advanced driving assistance systems in new domestic vehicles reached 1.1 million units, with a penetration rate of 73.6%. Among them, the monthly installation volume of L2++ level models (including highway NOA and urban NOA) reached 545,000 units. High-level adv

    October 13, 2026

    Domestic L2+ AD Penetration Hits 73.6% in August; Hardware Deployed, Yet User Trust Lags Behind
  • 12-Month Fast Vehicle Development Faces Regulatory Redline: Safety Verification for AI Smart Vehicles Upgraded

    As the automotive industry continues to push the limits of R&D speed, regulatory authorities are drawing clearer safety baselines for new vehicle launches. On October 10, the Ministry of Industry and Information Technology (MIIT) and three other departments released the "Notice on Further Strengthening the Management of Innovative Design, R&D Testing, and Verification for Automotive Products (Draft for Comments)" for public consultation. Fully hidden door handles are proposed to be banne

    October 13, 2026

    12-Month Fast Vehicle Development Faces Regulatory Redline: Safety Verification for AI Smart Vehicles Upgraded
  • OEM Data Capability Research: 24 OEMs × 9 Capability Domains, Who Is Leading the Pack?

    A 2026 report says Chinese automakers face L4 test data up to 10TB daily, shifting data from collection to monetization. Using DCMM, 24 OEMs were assessed; FAW led at L5, with Geely, XPeng, NIO, Li Auto, Avatr and BYD ahead. Trends include lakehouse, real-time data, DaaS, AI agents, cross-border compliance, and data assets on balance sheets.

    October 13, 2026

    OEM Data Capability Research: 24 OEMs × 9 Capability Domains, Who Is Leading the Pack?
  • OTA Upgrade Does Not Waive Recall Obligations: Unpack Intelligent Vehicle Defect Judgment Logic, Software Safety Included in Regulatory Traceability

    The "Notice on the National Recall of Automobiles and Consumer Products in 2025" (No. 2, 2026) issued by the State Administration for Market Regulation (SAMR) shows that in 2025, China implemented 190 automobile recalls involving 6.846 million vehicles. Throughout the year, recalls implemented via Over-The-Air (OTA) updates involved 1.756 million vehicles, accounting for 25.7% of the total number of recalls. This means that automobile recalls are no longer limited to replacing parts; software up

    October 13, 2026

    OTA Upgrade Does Not Waive Recall Obligations: Unpack Intelligent Vehicle Defect Judgment Logic, Software Safety Included in Regulatory Traceability
  • Beyond TOPS: Effective Compute Power Is the Real Benchmark for 2026 Autonomous‑Driving Chips

    In promotional materials for autonomous driving chips, TOPS has almost become a standard specification. The numerical gap between different chips is extremely wide, ranging from dozens to hundreds or even over a thousand TOPS. However, when applied to actual mass-produced vehicles, a chip with higher computing power does not necessarily mean a more capable system. This is because TOPS only measures how many operations a chip can complete under specific conditions. What autonomous driving require

    October 12, 2026

    Beyond TOPS: Effective Compute Power Is the Real Benchmark for 2026 Autonomous‑Driving Chips
  • Domestic Brand Share Surges in CNY 500k+ Passenger Car Segment; Chinese NEVs Redefine Luxury Pricing with Cross-Tier Configurations

    Author: Xu Shanshan, Editor: Li Motian In the first eight months of this year, seven of the top ten best-selling cars priced above CNY 500,000 in China were domestic models [1]: Zeekr 9X, AITO M9, Voyah Dreamer, Denza D9, NIO ES9, Luxeed V9, and Zeekr 8X. In the ICE (Internal Combustion Engine) vehicle camp, only three veteran "internet celebrities" remain: Mercedes-Benz E-Class, Audi A6L, and BMW X5. However, the selection criteria for Yiche's rankings are relatively broad, including any model

    October 12, 2026

    Domestic Brand Share Surges in CNY 500k+ Passenger Car Segment; Chinese NEVs Redefine Luxury Pricing with Cross-Tier Configurations
  • Rino.ai Completes C2 Round, Bringing Total Series C to $100 Million

    Author | Zhang Lianyi, Editor | Jiang Tianxiang Rino.ai has raised more funding. On October 8, this L4 autonomous delivery company announced the completion of its Series C2 funding round, bringing the cumulative amount of its Series C to $100 million. This round was led by Hidden Hill Capital, with follow-on investments from Xiangtan State-owned Capital, Hunan Caixin, Woori Financial Group of Korea, and Bozheng Capital. It has been only about five months since Rino.ai announced the completion of

    October 11, 2026

    Rino.ai Completes C2 Round, Bringing Total Series C to $100 Million
  • Post-National Day Auto Supply Chain Price Hikes: Full-Raw-Material Cost Pressure & Industry Response Strategies

    Just after the National Day holiday, a chorus of price hikes has swept across the automotive supply chain. Rubber prices have hit a nine-year high, tire manufacturers have issued consecutive price hike notices, and leading plastic producers raised their quotes on the first working day after the holiday. From chips to lithium salts, and from copper and aluminum to carbon black, there is hardly a single cost item that has remained unchanged. The auto industry, which has grown accustomed to "tradin

    October 10, 2026

    Post-National Day Auto Supply Chain Price Hikes: Full-Raw-Material Cost Pressure & Industry Response Strategies
  • Beyond Embodied Robots: Cargo Intelligence Makes Physical AI Generate Continuous Revenue in the Real World

    Author | Su Jialing This year, the spotlight on Physical AI has shone more brightly on robots. Embodied robots have attracted the most funding, the most media coverage, and dominated the most bustling exhibitions in the Physical AI track. However, Physical AI is not limited to just one form. If embodied robots address "how machines work in the physical world," then the other path centered around cargo—Cargo Intelligence—addresses a more practical issue: how machines can continuously make money i

    October 9, 2026

    Beyond Embodied Robots: Cargo Intelligence Makes Physical AI Generate Continuous Revenue in the Real World
  • Only 5% Utilization Rate for In-Car Fridges: NEV Industry Reflects on Feature-Staking Arms Race

    Recently, at the 2026 World New Energy Vehicle Congress, Deng Chenghao, Vice President of Changan Automobile and Chairman of Deepal, presented a set of data: the actual usage rate of in-car fridges by users is only 5%; rear-seat entertainment screens and in-car KTV systems are used by users no more than ten times a year. This set of data is like a bucket of cold water poured on the head of the NEV (New Energy Vehicle) industry, which is keen on "feature stacking". Over the past few years, large

    October 9, 2026

    Only 5% Utilization Rate for In-Car Fridges: NEV Industry Reflects on Feature-Staking Arms Race
  • L2 Highway Rear-End Incident Sparks Discussion: Is the System Giving Drivers Enough Time to Take Over?

    Recently, an incident involving the disengagement of an advanced driver-assistance system (ADAS) on a highway has drawn attention. According to a report by China Business News on October 5, a vehicle was traveling at approximately 120 km/h with navigation-assisted driving activated. When the vehicle was about 10 meters away from a large truck ahead, the system disengaged the assisted driving function and prompted the driver to take over, resulting in a rear-end collision. A speed of 120 km/h mea

    October 9, 2026

    L2 Highway Rear-End Incident Sparks Discussion: Is the System Giving Drivers Enough Time to Take Over?
  • Automakers’ Three-Pronged Battery Strategy Usher in a New Multipolar Balancing Pattern

    Recently, the industry has been buzzing about "de-CATL-ization": automakers are successively introducing second sources, taking stakes in battery manufacturers, and developing batteries in-house, as if CATL is about to be abandoned. However, looking at the power battery supply chain news from the first half of 2026 together, an interesting "sense of parallelism" emerges: On one hand, SAIC-GM-Wuling and BAIC Group have successively signed strategic cooperation agreements with CATL, and Volkswagen

    October 9, 2026

    Automakers’ Three-Pronged Battery Strategy Usher in a New Multipolar Balancing Pattern
  • Traditional Recall System Falls Short for ICVs; Sandbox Supervision Shifts from Post-Accident Remedy to Preemptive Risk Detection

    On September 19, at the 2026 TEDA Automotive Forum, Xiao Lingyun, Director of the Industrial Products Department of the Defective Product Administrative Center of the State Administration for Market Regulation (SAMR), took the stage and presented a set of figures: by the end of 2025, China had cumulatively implemented 121 million vehicle recalls, 53% of which were triggered by defect investigations initiated by regulatory authorities. By June 2026, the national vehicle ownership reached 370 mill

    October 8, 2026

    Traditional Recall System Falls Short for ICVs; Sandbox Supervision Shifts from Post-Accident Remedy to Preemptive Risk Detection
  • 22nd TEDA Auto Forum: China’s Auto Industry Shifts From Scale Competition to Systemic, Ecosystem-Driven Second-Half Race

    As the penetration rate of NEVs (New Energy Vehicles) exceeds 52% and that of L2 advanced driving assistance surpasses 70%, the competitive logic of China's automobile industry is quietly shifting. At the 22nd TEDA Automotive Forum, guests from the policy, industry, and distribution sectors engaged in discussions around a core proposition: When leading in scale is no longer the only answer, what will drive the continuous upward momentum of China's automobile industry next? Leading in Scale, Tech

    October 8, 2026

    22nd TEDA Auto Forum: China’s Auto Industry Shifts From Scale Competition to Systemic, Ecosystem-Driven Second-Half Race
  • What Is a True AI Car? Automakers Are Competing to Define It, While Users Only Care About Stable, Deliverable Results

    "What is a true AI car? It is a question asked every time, yet a standard answer remains elusive." Recently, at the 4th AI-Defined Vehicle Forum 2026, Meng Chao, Senior Director of the Intelligent Software Center of SAIC Passenger Vehicle and CTO of Z-ONE Technology, raised this question. However, he is not without his own answer. In Meng Chao's view, a true AI car is not just about adding a voice assistant or a specific autonomous driving feature, but rather the ability to understand user goals

    October 8, 2026

    What Is a True AI Car? Automakers Are Competing to Define It, While Users Only Care About Stable, Deliverable Results
  • Mapless Does Not Mean No Maps: How BEV, Occupancy and End-to-End Reshape Intelligent Driving

    HD maps were once a critical component of advanced intelligent driving. However, today, intelligent driving in passenger vehicles is gradually reducing its reliance on HD maps, delegating more road information to be acquired and understood in real time by the vehicle itself. This trend actually involves a key shift in autonomous driving: should vehicles rely on pre-prepared road priors, or rely more on their own ability to understand the road during driving? 01. Why Were HD Maps Once So Importan

    October 8, 2026

    Mapless Does Not Mean No Maps: How BEV, Occupancy and End-to-End Reshape Intelligent Driving
  • Fast & Slow Thinking: VLA Models Solve Long-Tail Driving Scenarios via Multimodal Semantic Fusion

    As end-to-end technology evolves, VLA models have secured a place in autonomous driving. VLA, which stands for Vision-Language-Action models, often sparks curiosity: what exactly is the role of language in VLA? Is it similar to the cabin voice assistants we are familiar with? In fact, the role of language in VLA models extends far beyond conversing with humans. It is not a voice assistant serving passengers, but rather the cognitive hub of the autonomous driving system itself. Between perception

    October 8, 2026

    Fast & Slow Thinking: VLA Models Solve Long-Tail Driving Scenarios via Multimodal Semantic Fusion
  • From Procurement to Equity Joint Construction: The New Co-opetition Logic of Automakers

    The automotive industry has been incredibly active recently! On September 28, Geely Holding and NIO announced a comprehensive strategic partnership in the battery charging and swapping sector. The two parties will not only share technologies and standards but also further connect their respective energy businesses through equity cooperation. On the same day, GAC Group disclosed a plan for major asset restructuring, proposing to acquire a 50% equity stake in FAW Toyota held by FAW Share by issuin

    October 8, 2026

    From Procurement to Equity Joint Construction: The New Co-opetition Logic of Automakers
  • Horizon HSD V2.1 Full-Scenario Reversing: Autonomous Driving’s True Test of Spatial Reasoning & Closed-Loop Decision

    If the road ahead is blocked by an obstacle, a human driver will choose to reverse first, back up a bit, adjust the steering, and then continue moving forward. However, for an autonomous driving system, this is not as simple as just adding a reversing maneuver. On September 30, Horizon Robotics released HSD V2.1, introducing full-scenario reversing capabilities that cover scenarios such as passing each other on narrow roads, forward obstruction, and getting unstuck from a standstill. Horizon Rob

    October 8, 2026

    Horizon HSD V2.1 Full-Scenario Reversing: Autonomous Driving’s True Test of Spatial Reasoning & Closed-Loop Decision

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