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CHINA: XPENG L4 Autonomy, BYD Sodium Ion Batteries and Geely Joins 1500km Club | 10 Feb 2026
CHINA: XPENG L4 Autonomy, BYD Sodium Ion Batteries and Geely Joins 1500km Club | 10 Feb 2026
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About this episode
Explore the latest advancements in China's EV market, including Xpeng's Level 4 autonomous driving tests on their new GX SUV, BYD's breakthrough sodium-ion batteries with extended cycle life, and Geely's launch of the Beoyu extended range electric SUV boasting a 1,525 km total range. The episode also covers Leauto's expansion of its supercharging network and new premium L9 Livis model, Neo's milestone of 100 million battery swaps, and Cherry's plans to introduce the Lepas brand in the UK. Finally, it discusses a battery defect settlement involving Sun Woda and Geely's Viridi e-mobility, highlighting ongoing safety and regulatory developments.
Topics:
xpeng level 4 autonomy
byd sodium ion batteries
geely extended range ev
leauto supercharging network
neo battery swapping
cherry lepas brand uk
sun woda battery defect
ev market china
ev charging technology
battery technology advancements
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XPENG GX L4 TEST SUV SPOTTED IN GUANGZHOU https://evne.ws/4abgaRE
BYD TOUTS 10,000-CYCLE SODIUM-ION BATTERIES https://evne.ws/4bNPqb8
BYD 2,100 KW CHARGER LEAKS CIRCULATE https://evne.ws/3M66kHw
BYD ENTERS EGYPT WITH THREE PASSENGER MODELS https://evne.ws/4ktr34F
GEELY UNVEILS BOYUE EREV WITH 1,525KM CLAIM https://evne.ws/4cjJ9nw
LI AUTO OPENS 4,000TH SUPERCHARGING STATION https://evne.ws/4clIX7k
LI AUTO UNVEILS NEXT-GEN L9 AT RMB 559,800 https://evne.ws/4aI1gCp
NIO HITS 100 MILLION BATTERY SWAPS https://evne.ws/3MCAQc5
CHERY TO LAUNCH LEPAS BRAND IN UK https://evne.ws/4025PkR
SUNWODA SETTLES GEELEY BATTERY CLAIM FOR 608M YUAN https://evne.ws/3ZpN4rv
You can read all the latest news on the blog here: https://EVne.ws/blog
Subscribe for free and listen to the podcast on audio platforms:
➤ Apple: https://EVne.ws/apple
➤ YouTube Music: https://EVne.ws/youtubemusic
➤ Spotify: https://EVne.ws/spotify
➤ TuneIn: https://EVne.ws/tunein
➤ iHeart: https://EVne.ws/iheart
XPENG GX L4 TEST SUV SPOTTED IN GUANGZHOU https://evne.ws/4abgaRE
BYD TOUTS 10,000-CYCLE SODIUM-ION BATTERIES https://evne.ws/4bNPqb8
BYD 2,100 KW CHARGER LEAKS CIRCULATE https://evne.ws/3M66kHw
BYD ENTERS EGYPT WITH THREE PASSENGER MODELS https://evne.ws/4ktr34F
GEELY UNVEILS BOYUE EREV WITH 1,525KM CLAIM https://evne.ws/4cjJ9nw
LI AUTO OPENS 4,000TH SUPERCHARGING STATION https://evne.ws/4clIX7k
LI AUTO UNVEILS NEXT-GEN L9 AT RMB 559,800 https://evne.ws/4aI1gCp
NIO HITS 100 MILLION BATTERY SWAPS https://evne.ws/3MCAQc5
CHERY TO LAUNCH LEPAS BRAND IN UK https://evne.ws/4025PkR
SUNWODA SETTLES GEELEY BATTERY CLAIM FOR 608M YUAN https://evne.ws/3ZpN4rv
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Car
Land Rover Range Rover
"...ting Level 4 Autonomous Driving on its unreleased Range Rover look-alike, the GX."
Car
X9 Xpongs
"These elements distinguish it from the Rilian 7. The Bo-yu E-rev competes against things like X-Pong's G7 E-rev, that's the 7-hint, 1,704 km, to be specific."
Car
i8 (I12)
"... with the Mega in March 2024, continuing with the i8 and i6 SUVs last year. Total deliveries reached 1..."
Car
Lucid Gravity
"...f a bit lazy, but I have to sometimes think lucid gravity. The front end, very lucid gravity."
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Welcome back to EV News China.
Today, X-Pungs Level 4 Autonomy.
BYD's sodium ion batteries.
And Geely joins the 1,500-mile club.
Plus, stay tuned.
Later in the show, I'll tell you why a potentially thorny battery issue involving
Volvo's and Zika's has been settled out of court.
Welcome to EV News China, the podcast dedicated to the world's largest EV market every day.
I bring you headlines, insights and analysis from the heart of China's booming EV industry
and decode how fast moving developments in the East shape of the global landscape.
Let's kick off an X-Pung.
It's testing Level 4 Autonomous Driving on its unreleased Range Rover look-alike,
the GX.
It's the flagship SUV and they're testing it in Guangzhou with a camouflage test vehicle
spotted on public roads marked Level 4 Autonomous Driving Test.
The six-seat GX was announced on February the 5th with three official images.
The CEO, He Xiaoping, confirmed the SUV uses their SEPA or C-Perth 3 architecture
incorporating steer-by-wire and rear-wheel steering.
There are four Turing AI chips powering the vehicle delivering 3,000 tops of power.
Each Turing chip provides approximately 700 tops and was unveiled in June of last year
for things like autonomous driving and cockpit functions across multiple X-Pung models.
The configuration matches X-Pung's robo-taxi setup, targeting Level 4 autonomy.
So November's AI day, that was last year, the company announced three robo-taxi models
launching in 2026 with trial operations beginning sometime this year.
Robo-taxies use X-Pung's second-generation VLA model.
They say it processes visual inputs directly into the driving commands without language
translation.
I presume that's computer languages rather than, you know, Mandarin.
I don't know.
VLA2 adopts or adapts to global traffic patterns and has passed what they call closed
venue testing.
Interesting they're putting this highly autonomous technology into something which is, like I say,
a six-row, very high-end, premium, no other way of describing it, Range Rover wannabe.
There's not a single angle I can find on this vehicle.
Maybe the bonnet is slightly shorter.
Maybe.
I've not done a side-by-side.
Maybe the bonnet is slightly shorter because this is either a bev or an e-rev than a Range
Rover.
Maybe slightly stubbier.
Otherwise, there's not a single angle I can find that would not come out of Jaguar
Land Rover.
Okay, let's move on.
I won't flog that horse too much.
Now, BYD has disclosed in an investor briefing that it's developed sodium ion batteries
with a cycle life reaching 10,000 discharges, a significant jump from 2,000 to 3,000
cycles.
The mainstream lithium-ion phosphate battery is used in passenger vehicles.
Energy storage systems already achieve 10,000 cycles, but automotive applications face harsher
conditions involving weight space and thermal stress.
It is very interesting because there are some days that I drive my EV a couple of miles
down the road to do an errand, and some days I'll do long trips.
However, the home battery that I have, which is, by the way, NCM, it's not LFP.
I'm surprised by that.
It's a solar-age battery, and that is not a cheaper LFP chemistry.
But either way, that's the choice they made.
That gets a workout all day every day.
So overnight, we're recharging from the grid.
During the day, we're about to start recharging it.
What are we in now?
February?
Yeah, kind of March time, April.
Certainly, when the clocks change, I'll notice a big difference of charging during
the day, constantly charging, discharging.
So my storage, my stationary storage, arguably gets a different kind of workout than my car.
I mean, I'm never pulling more than five kilowatts from it because that's the maximum
that I can do through my inverter.
So BYD says its sodium ion development has reached a third-generation tech platform.
It says it addressed sodium precipitation and high-temperature issues through highly
stable poly-anion material systems and electrochemical advances.
BYD has not set a production date saying the timeline will depend on market and customer
demand.
This contrasts with CATL, which launched its first sodium ion battery many years ago now.
However, their most recent one, the Naxstra battery, was launched in 2025 with a relatively
low energy density compared to the leading alternative chemistries, 175 watt-hours
per kilogram.
That is probably comparable to mainstream LFP cells.
CATL and Changana releasing a sodium ion passenger vehicle this year.
CATL is serving as Changan's exclusive sodium ion battery partner, supplying packs across
Avatar, DePau, Siwan, and Unibrand.
BYD ranks as the world's second-largest power battery manufacturer behind CATL,
of course.
Its portfolio centers on LFP.
CATL produces both LFP and ternary packs.
BYD confirmed it explores three solid-state battery routes.
So BYD is concurrently working on oxide, polymer, or sulfide solid state.
It expects small-scale production to begin in 2027 of true solid state.
Now also staying with BYD, unverified, this is Chinese social media, unverified pictures
show that BYD is now at least rolling out test stations.
BYD is developing 2,100 kilowatt charging systems.
The company's not confirmed it, though.
CarNewsChina website reported on February the 2nd that earlier leaks described as 1,500
kilowatt systems, which frankly is still far and away anything else that the West gets,
which is 1,500 kilowatts, 1,500 amps of juice at 1,000 volts.
The newer 2,100 kilowatt system, or 2.1 megawatt, is again a massive jump forward,
but it's unconfirmed.
If accurate, it would double BYD's first-generation flash chargers, which launched in March last
year on their Super-Re platform delivering 1,000 kilowatts or a megawatt peak power on
a 1,000-volt architecture with dual guns, plugging in two connectors to your car.
The first-generation charger would add 400 kilometers of range in five minutes under
ideal conditions.
BYD integrated it into the Han-L and the Tang-L, the Hanzo sedan, the Tang's
SUV, and they're rolling out their chargers in China right now.
Leaked posts reference individual channels between 1,200 and 1,500 kilowatts, so perhaps
power splitting going on there, maybe 2,100 kilowatts, is the rating for the actual charger.
Nothing publicly disclosed on this.
Now, let's move on.
BYD launched in Egypt on February the 4th through a partnership with a local group
introducing three models, the Dolphin Surf, C-Line 6, and the C-Line 6 DMI, their plug-in
hybrid.
These are rebadged versions, so the Dolphin Surf is otherwise known as the Dolphin.
The C-Line 6 EV is the Song Plus EV at home, and the C-Line 6 DMI is the Song Plus DMI
back at home.
The Dolphin retails for 99,800 RMB at home in China.
The Song Plus models no longer sell domestically, but BYD deploys them in export markets.
BYD's overseas sales last year over a million, by the way, it's a huge milestone, 1,046,000
overseas sales for BYD in 2025, up 150%, 110 countries.
The automaker operates in 30 Middle Eastern African territories and countries.
Overall, NEV sales last year was 4.6 million, 7.7% growth for BYD overall, passenger EVs,
4.54 million of the 4.6, so a small commercial business, but nearly all passenger EVs and
looking to overseas markets for the growth now launching in Egypt.
Now, let's talk Geely launched the Beoyu EREV, apologies if I got the pronunciation
wrong.
By the way, I'm always going to get something wrong, but I think it's Beoyu.
It's an EREV and they launched it in China.
This is an extended range electric variant of its SUV sold internationally as the Star
Ray, the Ascara, or the Atlas.
The model does 375 km, pure electric range, 1,525 km total range, so really, really
big number there for the total range.
EREVs still largely an unknown quantity outside of China, overseas, of course, going back,
there was the BMW Y3, REX as it was called, range extender.
Many Western car makers are making positive noises around EREVs.
In China, 1,500 km is not the best.
We've seen those numbers up towards 2,000 km, I think, and some above, I think, however,
that's still a huge number.
So if you are going to fill the thing with fuel and charge it, that's a massive distance,
albeit on the China cycle.
Haven't got battery capacity for you or charging performance or acceleration or even weight on
this.
Now, the exterior design mirrors the Rilian 7, that's Julie's electric SUV, so 4.7
metres long, 1.9 metres wide, 1.65 metres tall with quite a short 2.7-metre wheel
base.
The Rilian 7, Rilian 7 is a battery-shopping variant as well.
Geely absorbed that brand following the Taizhou Declaration in March 2025.
The joint venture between Leafan Technology and Geely were launched in 2022, producing
vehicles for ride-hailing service and consumer sales as well.
The interior features some light brown seats and trim, a floating central touchscreen, and
a fly-me sound audio system.
These elements distinguish it from the Rilian 7.
The Bo-yu E-rev competes against things like X-Pong's G7 E-rev, that's the 7-hint,
1,704 km, to be specific.
Voyeur have an E-rev called the Free E-rev, that's about 1,000 km, Arc Fox's Alpha
T5, that's about 1,200 km, and Leap Motor also offer E-revs over 1,000 km.
Full-text specs will be incoming.
Stick around, we'll come back.
We'll talk about Li Auto, a bit, and NEO, and a big number of battery swaps.
Stick around, back in a mo.
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All right, welcome back to the podcast.
Leauto activated its 4,000th supercharging station and completing its nine vertical and
nine horizontal expressway network plan.
The milestone arrived two years and 10 months after deploying its first supercharger in
April 2023.
All stations operate on an 800-volt platform with 5C superchargers delivering 520 kilowatts
of peak power.
The Leauto Mega will get to 80% in 12 minutes and there's now 4,000 of these across China.
The expansion supports Leauto's transition to pure electric vehicles beginning with
the Mega in March 2024, continuing with the i8 and i6 SUVs last year.
Total deliveries reached 1,567,000 by the end of last month.
Leauto integrates some preferred supercharging stations into its network as well.
Leauto plans to deploy VLA technology across 1,400 stations this year, enabling vehicles
to autonomously locate the charger, park themselves and complete payment without the driver being
involved.
Now, Leauto, also in the news today, unveiled its next generation L9 Livis.
This is, again, a very special vehicle.
It's coming in at 560,000 RMB, so very premium.
That's about US$81,000 equivalent, by the way, releasing this ahead of Lunar New Year.
Up against things like the Zika 9X, this, if I have to make comparisons, it's kind
of a bit lazy, but I have to sometimes think lucid gravity.
The front end, very lucid gravity.
The rear end's not a slopey, by the way, but as you can imagine, very premium from that
description.
As that price of US$81,000 equivalent matches the original L9 from four years ago, that
at the time was marketed as the optimal EV under that kind of price bracket.
The strategy has shifted from its approach previously of packing it full of tech like
refrigerators, TV, sofas.
Now, Leauto is moving towards what they say is more advanced technology.
The new Livis L9, or L9 Livis, features three hardware upgrades.
Leauto self-developed Mach 100 5nm chip, delivering 1,280 tops per unit.
They put two of these in for 2,500 total operations per second.
The vehicle meets China's new standard for electronic mechanical breaking and incorporates
full chassis by wire, so steer by wire and four-wheel steering, 360-degree LIDAR
array with side and rear sensors for level four autonomy.
The launch follows challenging performance metrics for Leauto.
They have struggled last year.
The company reported deliveries of 406,000 units last year.
That was down from 2024 and down a lot by 18 percent, eight consecutive
months of declining deliveries through to end of January this year brought volumes
to their lowest since March of last year.
Leauto posted a net loss in Q3 2025.
Vehicle revenue is falling 37 percent.
They've got work to do at Leauto.
I think it's probably an understatement, actually.
Zika's comparative 9X launched last September.
That is a 600,000 RMB vehicle.
That's a bit of a beast.
Over 1,000 kilowatts of power, 3.1 seconds, 0-62 miles an hour, 360-degree camera system
as well, three-row, 6C configuration, 17-inch OLED screen, used to all the toys.
So if you were a Range Rover buyer, a Bentley buyer in China, you'd probably switch over
to something like this.
Leauto is prioritizing experience and technology, they say, over the specification-driven
competition.
Hey, what, I'm to Neo, by the way, big number.
Neo completed its 100 millionth battery swap.
New this was coming.
It eventually came on February the 6th, by the way.
And that was 2,819 days after launching battery swapping.
Daily swaps now exceed 100,000 according to the CEO and founder William Lee.
The company's invested over $2.6 billion, that's 18 billion RMB in charging and
battery swap infrastructure over the last 11 years.
Got about 2,100 related patents on it as well.
Lee characterized the milestone as validation of battery swapping technology.
Yeah, I'd agree, in China, outside of China, we're not seeing any evidence yet
that the West is embracing battery swapping, not for the want of trying
though at Neo.
Profitability becomes the new priority.
The CEO and founder said the power business focuses on commercial sustainability.
They want to add 1,000 battery swap stations this year with construction
of their fifth gen stations that feels like they just launched their fourth
generation stations, but they're getting better and quicker.
And these battery swap stations turn over a battery and get you in and out
in a couple of minutes, just over a couple of minutes.
It's crazy fast now.
Firefly, which launched its first model last year, will soon gain
battery swapping capability.
The brand offers a battery as a service and soon fully integrated
into battery swapping.
Cherry will launch the Lepas brand in the United Kingdom.
So overseas in the UK, they did pretty well.
Emota, JQ and Cherry are launched there already in wider Europe.
Now the Lepas brand is coming.
The new brand targets the European market with plug-in hybrids and BEVs.
Three models have been unveiled internationally, the L4 and L6
crossovers for international internal combustion, plug-in hybrid
and fully electric powertrains as well.
The L8 is a midsize hybrid SUV.
The Lepas will use existing Cherry technology platforms to save money,
core technologies, things like that.
Initial production is in China.
UK localization is under consideration.
UK director Victor Zhang said the company is evaluating perhaps
using a British manufacturing facility that has excess production.
Here's looking at you, Jaguar Land Rover.
And finally, Sun Woda has settled a battery dispute
with Viridi e-mobility.
That's a subsidiary of Geely.
So Sun Woda's done the deal with Geely,
agreeing to pay $89 million, $608 million yuan after costs.
Viridi had initially claimed $2.3 billion yuan or $300 million
over alleged defects in cells supplied for the Zika,
Zika 001 from June 2021 to December 2023.
This is a historical issue.
The settlement announced recently will reduce Sun Woda's net profit
by 500 million to 800 million yuan.
Future replacement costs will be shared proportionately
and all affected battery packs become Sun Woda's property.
Zika had to recall the Zika 001 two days ago.
And it was 38,000 Zika 001s had to be recalled.
That's all of them made up to March 2024.
Because of manufacturing defects in Sun Woda's batteries,
they claimed, that would increase the internal resistance
over time.
It's potentially triggering thermal runaway.
Free battery pack replacements now begin.
And actually, I think it's early March they kick off.
So remote monitoring has begun.
Volvo have recalled 34,000 EX-30s,
including 10,000 here in the United Kingdom,
over the Sun Woda batteries.
That's approximately 0.02.
Yeah, that's right, it's a tiny percentage.
0.02% of Sun Woda's cells can potentially
experience that overheating.
But that is significant enough to prompt Volvo
to tell its owners to limit charging to 70%
until replacements arrive.
China's revised standard now mandates EV batteries
must not catch fire or explode, becoming mandatory
for new vehicle approvals from this July.
Existing approvals transitioned by July next year.
That is a case settled, hopefully,
with a satisfactory outcome for all owners
of those Zika's and Volvo's as well.
That's your podcast for today.
Thanks a lot for listening to EV News China,
and I'll see you on the next one.
Let's do the 60-second savings challenge.
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Tap one you don't use and cancel it.
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move small amounts of cash when you can afford it.
In a week, you'll forget you set it up.
In a month, you'll see real dollars piling up.
In a year, you'll be shocked at how much money you've saved.
Bonus challenge, upload an internet or phone bill
and let rocket money try to lower it.
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at rocketmoney.com slash cancel.
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This is the story of the one.
As an HVAC technician,
he and his digital multimeter are in high demand.
So when a noisy office HVAC turns out
to be a failing blower motor, he doesn't break a sweat.
With Granger's easy-to-use website
and product information,
he selects the product he needs
to keep everything humming right along.
Call 1-800-GRANGER, click Granger.com or just stop by.
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Granger, for the ones who get it done.
If you're the purchasing manager at a manufacturing plant,
you know having a trusted partner
makes all the difference.
That's why hands down,
you count on Granger for auto-reordering.
With on-time restocks,
your team will have the cut-resistant gloves
they need at the start of their shift.
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