[China Business Trends & Developments] The next stop for delivery, mobility, and electric vehicles is ‘AI and robots’

▤ Summary

This piece tracks how Chinese platform companies are shifting from subsidy-driven growth to efficiency, AI, and robotics. Meituan is reducing losses, expanding practical AI tools, and pushing drone delivery and digital worker products into real operations. Didi is posting stronger domestic and overseas results while building AI-assisted mobility and accelerating autonomous driving plans. BYD is expanding from electric vehicles into humanoid robots and industrial automation, using its manufacturing and software stack to lower robot costs and scale deployment. The article shows a clear move across software-enabled mobility, AI, and robotics ecosystems.

▦ Linked Companies