On September 3, 2026, Tesla officially unveiled the Cybercab, the world's first production model designed exclusively for the autonomous ride-hailing scenario, completely eliminating the steering wheel and pedals while relying entirely on its Full Self-Driving system for autonomous operation. Tesla has already launched Robotaxi services in multiple U.S. cities, accumulating over 380,000 miles of unsupervised driving without any incidents. The arrival of the Cybercab signals that driverless mobility is rapidly transitioning from concept to reality.
When vehicles no longer require a human driver, the automation of the charging process becomes an indispensable link in the commercial ecosystem of autonomous travel. In this industrial transformation from "autonomous driving" to "autonomous refueling," ZHIDA TECH (02650) has already secured a key strategic position. Leveraging over a decade of technological expertise, the company has pioneered an integrated "autonomous driving + autonomous charging" solution.
In July 2026, ZHIDA TECH globally debuted its "AI Energy + Robotics" integrated solution tailored for both household and public scenarios. The public scenario solution targets high-frequency operational environments such as Robotaxis and ride-hailing fleets, restructuring the refueling logic through a combination of photovoltaics, integrated storage-charging units, robots, and an Energy Management System platform. The storage-charging units enhance power distribution flexibility, while the "Lingxiang" autonomous charging robot, paired with an AI scheduling platform, monitors vehicle battery levels in real-time and autonomously plans charging operations, upgrading the refueling process from "passive manual response" to "proactive system service."
Simultaneously, ZHIDA TECH has initiated collaborations with several leading domestic Robotaxi companies and new energy vehicle manufacturers, establishing automatic charging test sites in Shanghai and Nanchang to pursue a complete pathway from technical validation to commercial viability. Currently, these two unmanned charging stations have achieved a 100% success rate in fully automatic plug-in connections, with all reliability and automation capability tests passing comprehensively.
Domestic validation is just the first step; the real growth potential lies overseas. In April of this year, ZHIDA TECH deployed the region's first Z-series integrated storage-DC charging pile in Saudi Arabia, with the automatic charging robot also completing vehicle adaptation and live demonstrations at the same site. In the UAE, the company is collaborating with a prominent local charging operator to provide automated charging solutions for upcoming Robotaxi fleets, jointly advancing the deployment and operation of unmanned charging infrastructure in the country. Its automatic charging robot also made an appearance at the UAE UMEX 2026 exhibition, showcasing its autonomous refueling capabilities to the Middle Eastern market.
Underpinning these efforts is ZHIDA TECH's globally established delivery infrastructure cultivated over many years. The company currently operates across 30 countries, with a service network covering 360 cities in China by the end of 2025. Its Thailand factory marks it as the first Chinese charging pile enterprise to establish overseas manufacturing, and a Saudi production base is also in progress. For a charging infrastructure business that demands "localized delivery," this global network inherently serves as a formidable competitive moat.
From a broader industry perspective, the autonomous charging market is experiencing explosive growth. According to estimates from multiple overseas research institutions, the global market size for automatic charging robots is projected to expand from approximately $300 million in 2025 to between $1.4 billion and $2.7 billion by 2032, reflecting a compound annual growth rate of 28% to 34%. Previously, ZHIDA TECH had clearly articulated its target: to build 10,000 unmanned public charging stations in partnership with collaborators by 2030, serving 1 million autonomous vehicles. This growth trajectory aligns seamlessly with the company's strategic objectives, underscoring the rationality of its forward-looking positioning and the market potential within the autonomous charging sector.
As the industrialization of driverless mobility gradually unfolds, ZHIDA TECH, armed with deep technological expertise, a comprehensive industrial chain layout, and extensive domestic and international deployment experience, is accelerating the construction of a global energy infrastructure network for autonomous travel. As the large-scale commercial adoption of Robotaxis deepens, this industry pioneer with over a decade of dedication is poised to secure a pivotal role in the global landscape of autonomous mobility energy infrastructure.