VLA

XPeng's Bold FSD Bet Fuels China's EV Boom in 2025

XPeng's He Xiaopeng bets big on VLA matching Tesla FSD V14.2 by 2026 amid China's record 3112万辆 auto sales and 1478万辆 NEVs in Jan-Nov 2025. Exports hit 72.8万辆 monthly highs, with 53% NEV penetration signaling global disruption. Extended subsidies and AI trends position Chinese EVs for dominance.