China EVs & More

Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎 Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spark debate: could a Chinese automaker one day buy Peugeot or Citroën? The hosts unpack Europe’s fragile position amid new export restrictions and the Nexperia chip crisi...

In Episode 222 of China EVs & More , Tu Le and Lei Xing tackle a packed week in China’s EV world as the industry faces mounting headwinds at home and abroad. They break down the major developments impacting China’s auto sector: 🚘 NIO Day 2025 Preview & Stock Surge – NIO heads into its biggest event of the year on a high after a 120 % rally and strong demand for the new ES8. 🏁 Li Auto i6...

Tu Le and Lei Xing unpack a pivotal month for China’s EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that’s reshaping the industry. 🇨🇳⚡️🌍 BYD’s domestic sales cool even as exports near 1 million units; Leapmotor doubles output, partners with Stellantis , and becomes the new benchmark for cost-controlled EV manufacturing; and Chery’s Hong Kong IPO cem...

Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪 Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed profits as BYD surged abroad — up 880 % in the UK and 2,250 % in Germany. The hosts explore why legacy brands are losing momentum, how BYD’s rise is rewriting the cost...

Tu Le and Lei Xing bring you inside Europe’s biggest auto show where Chinese EV makers and global legacies collide. We break down:  • Volkswagen Group’s push into €25K EVs (Cupra, ID Polo, Skoda Epiq)  • BMW’s Neue Klasse iX3 vs. Mercedes’ all-new GLC EV  • Polestar 5 sedan launch — is it too late?  • BYD’s massive European push (Seal 6 DMI Touring, Dolphin Surf, Denza flash-charging)  • XPeng, Ch...

In Episode 218 of China EVs & More , Tu Le and Lei Xing break down one of the most heated summers yet in China’s EV world — a season of price wars, social media battles, and momentum shifts . We cover: ⚔️ Onvo L90 vs. Li Auto i8 rivalry – aggressive pricing, messy launches, and social media smear campaigns. 🚗 NIO’s momentum with Onvo L90 – 10,000+ monthly deliveries expected after a near-flaw...

In this episode, Tu Le and Lei Xing unpack a busy week in the global EV world — from the Chengdu Motor Show to the explosive 42,000 Zeekr 9X reservations in just one hour . We dive deep into: 🚙 Zeekr 9X launch & aggressive pricing strategy – the “Hangzhou Bay Cullinan” takes aim at premium SUVs. 🇨🇳 Chengdu Motor Show highlights – Volvo XC70, Ford Bronco BEV/PHEV, Exeed ET5 with Horizon Roboti...

In this episode of China EVs & More , Tu (Sino Auto Insights) and Lei (former Editor-in-Chief of China Auto Review) dive deep into the latest developments in the global EV and mobility sector.  From NIO’s bold ES8 relaunch and pricing strategy to XPeng’s surprising earnings and Leapmotor’s raised sales forecasts, the conversation spans China’s ultra-competitive EV market, Tesla’s Model Y L upd...

In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market.  They analyze the implications of these developments for the industry, including the challenges of intelligent driving systems and the strategies employed by various EV makers to gain market share. ...

In this episode, Tu Le and Lei Xing dive deep into: ✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers? ✅ NIO’s Onvo L90 Launch – Priced under RMB 200K, this family-sized SUV is positioned to challenge Tesla and Li Auto head-on. ✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China’s mo...

Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on international expansion, technology infrastructure, battery innovations, brand strategies, and the impact of global market trends.  The speakers discuss the challenges fa...

In this episode of China EVs & More , Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that’s reshaping the industry, why Tesla’s Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7. They break down June sales data, BYD’s dominance, new EV and EREV launches, and why foreign automakers like Porsc...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla.  They share insights from their experiences with Waymo in Phoenix, analyze production capacities, and explore the dynamics of the EV market, including the rise of robotaxis and the challenges faced by tradition...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers.  They explore the challenges of transitioning to Level 4 autonomy, Tesla's valuation in comparison to competitors, and the milestones achieved by variou...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving,...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales trends. They delve into the fallout from the social media spat between Trump and Elon Musk, the significance of China's rare earth restrictions, and emerg...

Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1.  This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regul...

Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPeng’s momentum in tech and exports. Plus: reflection...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market, and the challenges faced by Xiaomi.  The conversation also delves into the rise of robotaxis and autonomous vehicles, as well as the strategic moves b...

Tu and Lei embark on a road trip from Beijing to Shanghai in a NIO ET5, discussing their experiences with the vehicle, insights from the Shanghai Auto Show, and the advancements in battery swapping technology.  They share their thoughts on the driving experience, the NOP+ intelligent driving features, and the overall user experience, concluding with reflections on their journey and future plans. C...

In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, and the innovative power swap technology that is gaining traction. They also discuss the notable absences of key figures, the insights gained from a roundta...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key events such as the New York Auto Show and the upcoming Shanghai Auto Show.  They highlight BYD's recent achievements, including winning prestigious awards and expanding its global presence. The conversation also touches on the challenges faced by EV manufacturers, the importance of...

In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the performance of major automakers like Porsche, and the shifting dynamics in the premium market in China.  They also touch on the upcoming Auto Shanghai 2025 and the implications of new product launches in the EV sector.

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and trade tariffs on the industry.  They analyze the sales performance of major players like BYD and Tesla, the challenges faced by NIO, and the implications of recent accidents involving intelligent driving technologies.  The conversation also covers advan...

In this week’s episode of China EVs & More , Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYD’s dominance . 🇨🇳🚗💥 Topics covered: • The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chains • BYD’s explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030 • The laun...