XPeng Plans to Launch Robotaxi Hailing via Alibaba's Amap by 2026
XPeng's Robotaxi Plans: XPeng Inc. announced plans to launch robotaxi services in 2026, utilizing Alibaba's Amap mapping platform, and introduced new AI-powered vehicle models at a recent event.
AI Technology Advancements: The company's upgraded AI technology allows vehicles to navigate complex driving environments with minimal human intervention, outperforming Tesla's Full Self-Driving system in tests.
Strong Sales Growth: XPeng reported a significant increase in vehicle deliveries, with 42,013 units sold in October, marking a 76% year-over-year rise, and expanded its international presence by entering seven new markets.
Future Production Goals: XPeng aims to mass-produce humanoid robots and flying cars in 2026, with plans for 1,000 Iron robots and 10,000 units of the Aridge Land Aircraft Carrier, showcasing its commitment to innovation in mobility.
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- Production Launch: The first mass-produced bZ4X Robotaxi developed by Pony.ai and Toyota has rolled off the production line, marking the start of scaled production and commercial deployment in China, with plans to produce over 1,000 vehicles by 2026, supporting Pony.ai's goal of expanding its fleet to 3,000.
- Cost Reduction: Pony.ai reported that the bill of materials for its seventh-generation autonomous driving system has decreased by approximately 70% compared to the previous generation, which not only improves deployment economics but also provides stronger financial backing for future commercial operations.
- Feature Enhancements: The new generation of Robotaxis includes features such as Bluetooth-based automatic unlocking, in-cabin voice interaction, online music, and pre-trip climate control, aimed at enhancing passenger experience and reducing motion sickness, thereby increasing market competitiveness.
- Intensifying Market Competition: As competitors like Tesla and Baidu rapidly advance in the Robotaxi sector, Pony.ai's commercial deployment will face greater market pressure, particularly in the fiercely competitive landscape of China's Tier-1 cities.
Tesla's Market Position: Tesla is currently the most valuable car company in the world, leading the automotive industry in market capitalization.
Emerging Competition: Tesla's dominance has attracted increased competition from other car manufacturers looking to capture a share of the electric vehicle market.
- Positive Profit Outlook: Nio anticipates an adjusted profit from operations of approximately 700 million to 1.2 billion Chinese yuan (about $100 million to $172 million) for Q4 2025, a stark contrast to the 5.54 billion yuan loss in Q4 2024, indicating a strong potential for business recovery.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing growth and market share expansion in the EV sector.
- Ongoing Technology Investment: Nio continues to invest heavily in smart EV technologies, planning to launch an upgraded NIO World model in January 2026 to enhance assisted driving, smart parking, and safety features, further improving user experience and competitive positioning.
- Stock Price Surge: Following the positive profit alert, Nio's stock rose 9.23% to $4.84 in premarket trading on Thursday, reflecting market optimism regarding the company's future profitability.
- Critical Mineral Trade Bloc: The U.S. proposed a critical mineral trade bloc on Wednesday, aiming to mobilize allies through coordinated price floors and expanded financing access, indicating a strategic intent in global mineral resource competition.
- Slowdown in EV Market: BYD reported nearly a two-year low in local sales in January, with at least six major electric vehicle brands experiencing sharp sales declines from December, reflecting weak market demand that could impact profitability for related companies.
- Reassertion on Taiwan Issue: Chinese President Xi Jinping urged U.S. President Trump to handle arms sales to Taiwan with caution, indicating that tensions over Taiwan remain a significant issue, which could have long-term implications for U.S.-China diplomatic relations.
- Volatility in U.S. Markets: Major U.S. indexes sold off sharply on Wednesday, with the S&P 500 suffering back-to-back losses, exacerbated by weak performance in tech stocks, highlighting investor concerns about the outlook for the technology sector.
- Sales Decline: BYD reported sales of 83,249 electric vehicles in January, marking the lowest monthly sales in nearly two years, indicating mounting pressures from weak domestic demand and intensified competition, which could impact the company's future market share.
- Policy Impact: Starting January 1, China reinstated a 5% purchase tax on new energy vehicles, ending over a decade of tax exemptions, a policy shift that may lead to decreased consumer purchasing intentions and exacerbate market contraction.
- Intensifying Competition: Amid a fierce price war, other electric vehicle brands such as Xiaomi and Zeekr reported increased sales in January, highlighting the growing competitive pressure on BYD in the lower-end market, which could affect its long-term profitability.
- Export Slowdown: BYD's exports fell to 100,482 vehicles in January from 133,172 in December, reflecting uncertainty in global market demand, which may negatively impact the company's overall performance.
- Sales Decline: BYD reported only 83,249 battery electric passenger cars sold in January, marking a significant drop and indicating weak domestic demand while facing fierce competition, which could impact its market share.
- Policy Impact: The reinstatement of a 5% purchase tax on new energy vehicles starting January 1 ends over a decade of exemptions, likely further suppressing consumer purchasing intentions and affecting overall sales.
- Intensifying Competition: Brands like Xiaomi and Nio reported year-on-year delivery increases in January, with Xiaomi exceeding 39,000 deliveries, highlighting intensified market competition that may pressure BYD's sales.
- Export Decline: BYD's exports fell to 100,482 vehicles in January from 133,172 in December, reflecting weakening international demand, which could adversely affect the company's overall performance.











