Hesai

China EVs Face Quality Test as L4 Services Scale

China’s EV industry is expanding fast, but quality pressure is rising just as autonomous driving commercialization accelerates. New industry data shows 227,803 vehicle complaints in 2025, up 31.6% year on year, with NEVs accounting for 44.8%, while Pony.ai and Hesai announced major L4 milestones in robotaxi and unmanned logistics. Together, the updates show that Chinese EVs are entering a new phase where scale alone is not enough—reliability and user trust are becoming decisive.