The Zhitong Finance App learned that on September 3, 2026, Tesla officially released the Cybercab. This is the world's first mass-produced model built entirely for the driverless online car-hailing scene. The steering wheel and pedals are completely eliminated, and the FSD system drives completely autonomously. Currently, Tesla has operated Robotaxi services in many US cities, and has completed over 380,000 miles of unsupervised driving without accidents. The launch of Cybercab marks the acceleration of driverless travel from concept to reality.
When vehicles no longer require a driver, unmanned charging becomes an indispensable part of the closed loop of unmanned travel. And in this industrial transformation from “driverless driving” to “unmanned refueling,” Zhida Technology (02650) has taken the lead in completing key card positions.
After more than ten years of technology accumulation, Zhida Technology has taken the lead in implementing the “driverless driver+unmanned charging” solution. In July 2026, the company launched the world's first “AI energy+robot” integrated solution for home and public use scenarios. Among them, the public scenario solution focuses on high-frequency operation scenarios such as Robotaxi and online car-hailing, and reconstructs the charging logic through a “photovoltaic+integrated storage pile+robotic+EMS platform” combination: integrated storage piles improve the flexibility of power distribution, and the “spiritual” unmanned charging robot is combined with an AI scheduling platform to monitor vehicle power in real time and plan charging operations independently, upgrading charging operations from “manual passive response” to “system active service”.
At the same time, Zhida Technology has cooperated with a number of leading domestic Robotaxi companies and new energy vehicle companies to launch automatic charging test sites in Shanghai and Nanchang, respectively, in an effort to achieve a complete path from technical verification to a closed commercial loop. At present, the fully automatic connection rate of these two unmanned charging stations has reached 100%, and the reliability and automation capability tests have fully met the standards.
Domestic verification is only the first step; the real increase is overseas. In April of this year, Zhida Technology completed the deployment of the first Z series DC charging pile with integrated energy storage in the region in Saudi Arabia. The automatic charging robot also completed vehicle adaptation and live demonstration at the same site. In the UAE, Zhida Technology is cooperating with well-known local charging operators to provide automatic charging solutions for the upcoming Robotaxi fleet and jointly promote the deployment and operation of unmanned charging facilities in the UAE. Its automatic charging robot was also showcased at the UMEX2026 exhibition in the UAE, showcasing unmanned energy filling capabilities for the Middle East market.
What supports all of this is the global delivery chassis that Zhida Technology has accumulated over the years: Currently, the company's business covers 30 countries, and the service network has spread to 360 domestic cities by the end of 2025. The Thai factory has become the first Chinese charging pile company to build an overseas factory, and the Saudi production base is also being promoted. For charging infrastructure businesses that focus on “localized delivery,” this global network itself is a natural competitive barrier.
From a broader industrial perspective, the unmanned charging market is experiencing explosive growth. According to estimates by many overseas research institutes, the global automatic charging robot market will grow from about 300 million US dollars in 2025 to 1.4 billion to 2.7 billion US dollars in 2032, with a compound annual growth rate of between 28% and 34%. Previously, Zhida Technology had clearly proposed a goal: to build 10,000 unmanned public charging stations with partners by 2030 to serve 1 million unmanned vehicles. This growth trend is highly consistent with the company's strategic goals, and also confirms the rationality and market potential of the company's forward-looking layout on unmanned charging tracks.
As the industrialization of unmanned travel gradually begins, Zhida Technology is accelerating the construction of an energy infrastructure network covering the world with deep technical accumulation, complete industrial chain layout, and implementation experience in multiple scenarios at home and abroad. As Robotaxi's large-scale commercial implementation gradually deepens, this pioneer, which has been deeply involved in the industry for more than ten years, is expected to occupy a key position in the global unmanned travel energy infrastructure landscape.