For years, Sinian Intelligent Driving was known almost entirely for one thing: autonomous driving in ports. Compared with robotaxis and city NOA, port automation is a quiet corner of the industry, a closed scenario with a limited market and long, fiddly delivery cycles. Easy to dismiss as a niche. Then Sinian closed a RMB 300 … Read more
When July sales landed, one line stood out. Leapmotor delivered 101,300 vehicles globally in July 2026, up 102 per cent year on year and its first month above 100,000. Its overseas sales were 17,000-plus, implying roughly 84,300 domestic deliveries. Leapmotor publishes July 2026 delivery figures. (Source: chedongxi) Leapmotor July global deliveries pass 100,000. (Source: chedongxi) … Read more
Momenta listed on the Hong Kong Stock Exchange on 8 July 2026, raising HK$5.89 billion in its initial public offering. Fourteen cornerstone investors, including Singapore’s GIC, Fidelity, Mercedes-Benz and BYD, took up nearly half the shares on offer, an unusual line-up that put a German luxury brand, a Chinese EV leader and a sovereign fund … Read more
On 5 August 2026, SAIC Motor and General Motors signed a 20-year extension of their China joint venture, SAIC-GM, pushing the partnership to 2047. The renewal is framed by both sides as a vote of confidence in the Chinese market and in SAIC-GM’s ability to transform itself into a competitive new-energy vehicle (NEV) maker. SAIC … Read more
Chery takes over Nissan’s 63-year-old South Africa factory as China’s auto exports approach 10 million, 2.5 times Japan’s total.
A list that caught a vacuum On 28 July, the US Federal Communications Commission (FCC) updated its Covered List with two new categories: foreign-made advanced robot devices (including humanoids, quadrupeds and other mobile robots) and networked power inverters. No company is named, but the definition lands squarely on China’s most exportable robot categories. The telling … Read more
A second act, from cars to bodies On 29 July, reports said Li Auto was planning two-wheeled and bipedal robots, and its shares rose 10 percent that day. XPeng’s own share rallies have likewise tracked robot news. The pattern shows a shift in the underlying story: the three newcomers, NIO, XPeng and Li Auto (collectively … Read more
From Optimus to Atlas, and on to the humanoid pilot running inside BMW plants, carmakers have become one of the main forces pushing embodied intelligence towards industrialisation. Behind the different routes they have chosen, a contest over the future of manufacturing has already started. The past decade put the car industry through electrification, intelligence and … Read more
On 28 July BYD confirmed to Chinese media that its humanoid robot product will officially go to work in August, marking the company’s shift from a carmaker into a broader ecosystem technology group. The same day, the 2026 Fortune Global 500 list landed. BYD displaced Tesla as the world’s top electric vehicle seller and became … Read more
China has finally fixed a date. The Ministry of Industry and Information Technology has opened public consultation on the approval draft of a mandatory national standard covering safety requirements for automated driving systems. It replaces a recommended standard with a legal floor for L3 and L4, and it is scheduled to take effect on 1 … Read more