China's Auto Sector Gains Momentum in Autonomous Driving, Physical AI -- Market Talk

Dow Jones
2025/11/20

0939 GMT - Commercial deployment of autonomous driving and physical AI is accelerating momentum inChina's auto industry, HSBC Global Research analysts write in a note. Autonomous-driving technology is approaching a demand inflection point, they say, with robotaxis moving into early commercialization and roboticsshowing signs of initial mass production. HSBC adds that this remains a longer term story: as policy evolves, consumer adoption rises and major players hit key milestones, these factors could serve as additional catalysts and potentially mark a fundamental inflection point for autonomous driving, robotaxis and robotics. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

 

(END) Dow Jones Newswires

November 20, 2025 04:39 ET (09:39 GMT)

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