What happened in China On March 24, 2026, XPeng formally established a dedicated Robotaxi business unit — not a research workstream, not a skunkworks team, but a first-level organisational division sitting at the top of its corporate structure. The unit is responsible for product definition, project integration, R&D testing, and operational management of XPeng's Robotaxi services, and draws on shared resources across the company's broader technology platforms. CEO He Xiaopeng announced the move during XPeng's fourth-quarter and full-year 2025 earnings call. The message was deliberate: this is no longer a technology bet, it is a business. XPeng aims to begin pilot Robotaxi passenger services in the second half of 2026, using those pilots to validate its technology, test customer demand, and stress-test its business model in real operating conditions. The timing matters. This is a company that builds the cars, develops the software stack, and is now building the…