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Industry
Automakers shift from batteries to drones and robots in AI era
Global automakers are accelerating moves into new businesses that draw on advanced manufacturing as they seek to offset weak demand. Tesla has positioned itself as an AI company focused on robotaxis and its Optimus humanoid robot, while Hyundai Motor acquired Boston Dynamics. GM plans sodium-ion batteries for grid and data-center storage with Peak Energy. Ford is building U.S. plants for large stationary storage systems. Renault is making drones, and BYD and other Chinese EV makers are developing humanoid robots.
Industry
Chinese EV makers move beyond cheap cars as western rivals stay in losses
Chinese electric vehicle makers are reshaping the global auto industry by securing profitability beyond price advantages, while many western rivals remain in the red despite heavy investment. Reports say Leapmotor, Nio and Xpeng have turned profitable, alongside BYD and others. Their edge is linked to vertical integration, battery supply-chain strength and new business models such as battery swapping. Western automakers face high transition costs and softer demand growth.
Mobility
Tesla Model Y keeps top spot in Q1 2026 EV sales despite year-on-year decline
The global electric-vehicle market lost momentum in January 2026 as U.S. and Chinese tax incentives were reduced or ended, cutting plug-in registrations 6% from a year earlier to about 1.2 million, a report cited by Cleantechnica showed. Tesla’s Model Y remained the top-selling model with 53,074 units, down 7%, while Model 3 sales fell 47% to under 15,000. Growth remained strong in parts of Asia and some emerging markets as Chinese exporters expanded overseas.