Two Sessions Delegates Shift Focus to Autonomous Driving as New Energy Vehicles Enter 'Second Half'

A New Direction for China's Automotive Industry

During the 2026 National Two Sessions, prominent figures in the Chinese automotive industry, including Li Shufu from Geely (吉利), He Xiaopeng from XPeng (小鹏), and Lei Jun from Xiaomi (小米), emphasized the urgent need to advance autonomous driving technology. The focus marks a significant shift from the prior years' emphasis on new energy vehicles (NEVs), which had largely centered on subsidies, charging infrastructure, and battery recycling. This year, the discussions pivot towards enhancing regulations, standardization, and commercialization of autonomous driving, signaling a new phase for China's automotive landscape.

The Push for Policy and Standardization

It has been reported that many delegates proposed comprehensive recommendations aimed at establishing a robust legal framework for autonomous vehicles. He Xiaopeng suggested that policies should transition directly from Level 2 (L2) to Level 4 (L4) autonomous driving, bypassing the intermediate Level 3 (L3). Similarly, Feng Xingya from GAC Group urged for the rapid development of a unified national standard and assessment system for autonomous driving technologies. The consensus among these industry leaders is clear: a supportive legal and regulatory environment is essential for the successful deployment of autonomous vehicles.

A Technological Leap Ahead

The year 2026 is perceived as the dawn of a new golden decade for autonomous driving, with the penetration rate of smart passenger vehicles in China already exceeding 68%. Current statistics reveal that the nation has surpassed 28,000 kilometers of open testing roads for autonomous driving. However, as the industry shifts to more complex applications, such as urban roads and high-speed highways, the existing hierarchical framework for autonomous driving may struggle to keep pace with rapid technological advancements.

Bridging the Gap: Technology and Inclusivity

Delegates like Li Shufu and Feng Xingya also highlighted the need for technologies to serve broader societal goals. They proposed integrating accessible transportation options, such as barrier-free taxis, into urban planning and public service frameworks. This focus on inclusivity reflects a growing recognition that the future of mobility should not only be about speed and intelligence but also about creating a fair and accessible transportation ecosystem for all citizens.

As China’s automotive industry navigates this transformative period, the integration of autonomous driving technologies coupled with a focus on inclusivity may very well define the future of transportation in the country.