Gasgoo Daily: XPeng Targets Driverless Robotaxis in 2027; Leapmotor, FAW Group Deepen Strategic Partnership; Gotion H1 Profit Jumps 278%
AI-summarised brief · reviewed before publication
XPeng announced plans to launch driverless robotaxi services without safety drivers in 2027, following over 2,000 internal test rides in Guangzhou using its second-generation VLA model. The company also reported Q2 revenue of RMB 19.74 billion, an 8% year-over-year increase, with vehicle deliveries rising 64.8% sequentially to 103,295 units. Gross margin improved to 20.7%, while R&D spending climbed 32.1% to RMB 2.91 billion. XPeng is expanding its Physical AI technology globally, including localization testing in Germany. Meanwhile, Leapmotor and FAW Group signed a strategic partnership agreement in Changchun to collaborate on capital investment, new energy vehicles, batteries, and intelligent chassis. This alliance combines Leapmotor’s EV expertise with FAW’s industrial resources. Additionally, battery manufacturer Gotion reported a 278% jump in first-half profits, reflecting strong financial performance across the Chinese automotive supply chain and highlighting accelerating innovation in electric and intelligent vehicle sectors.
💡 Why It Matters
- · XPeng’s 2027 timeline for unsupervised robotaxis sets a concrete benchmark for autonomous driving commercialization in China.
- · The Leapmotor-FAW alliance demonstrates how legacy manufacturers are leveraging startup agility to secure competitive advantages in the rapidly evolving EV market.