China, clearly reported
Latest Tesla news and developments in China’s electric-vehicle industry, with English summaries and key takeaways.
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Tesla's Robotaxi fleet is running an early version of FSD V15 that has incorporated about 40% of planned improvements, while expansion remains limited by strict safety validation, Elon Musk said on the company's Q1 2026 earnings call.
On October 8, Waymo announced it completed a $5 billion term loan, its first debt financing, while Texas motor vehicle records showed Tesla added 150 Cypecabs in a single day, bringing its total to 319. Robotaxi operators including Pony.ai, WeRide, Baidu Apollo Go and Uber are pushing commercial expansion across Europe, the Middle East and Asia.
China's passenger vehicle retail sales totaled 1.618 million units in September, down 28.0% year-on-year but up 5.0% from August, according to the China Passenger Car Association. New energy vehicles reached a 67.0% retail penetration rate and 65.4% wholesale penetration rate, both record highs.