China EV & Battery Monthly "April: domestic electrification >60% and exp..."

Research evidence excerpt

China EV & Battery Monthly "April: domestic electrification >60% and exp..."

China EV & Battery Monthly UBS Research

EV market: news updates

China suspends autonomous vehicle permits after Baidu outage

China has suspended issuing new autonomous vehicle permits after a Baidu Apollo Go

robotaxi outage in Wuhan when the vehicles abruptly stopped, according to a

Bloomberg report. The halt prevents firms from adding vehicles, launching pilot projects,

or expanding into new cities. Baidu’s Wuhan operations are also suspended pending

investigation. The report said authorities have called for stronger safety oversight, while

rival firms such as Pony.ai and WeRide said their services continue normally.

House lawmakers to introduce bill to toughen US ban on Chinese

vehicles

Two US House of Representives lawmakers plan to introduce bipartisan legislation to

strengthen a ban on Chinese automakers entering the US market. The bill would

formalise an existing regulation imposed by the Biden administration that effectively

blocks Chinese passenger vehicle sales and introduce additional measures, including

restricting vehicles designed in China with advanced connectivity or software. It follows

similar efforts by the Senate and is driven by national security concerns, particularly risks

that connected vehicles could collect sensitive data.

Rivian mulls making its own lidar sensors, possibly in partnership with

Chinese firms

Rivian is considering making its own lidar sensors, potentially via a partnership with a

Chinese firm, as part of a broader push to develop in-house autonomous driving

technology. The EV maker aims to produce sensors in the US using Chinese technology

rather than sourcing directly from Chinese suppliers that dominate the low-cost lidar