China EVs & More

China’s EV market is entering a new chapter—and it could be the toughest one yet. In Episode 251 , Tu and Lei break down why BMW’s latest guidance may be one of the clearest signals yet that China’s traditional ICE business is deteriorating faster than many expected. As NEV penetration accelerates and ICE sales continue to shrink, legacy automakers face mounting pressure to reinvent themselves whi...

China’s EV industry isn’t slowing down—it’s becoming even more competitive. In Episode 249 , Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine why Chery is rapidly becoming one of China’s most successful global automakers, and discuss what Tesla, Mercedes and other legacy automakers are up against as Chinese brands expand at home and abroad.   The conversation e...

Episode 250 marks a major milestone for China EVs & More —and fittingly, the discussion centers on one of the boldest announcements yet from China’s automotive industry. BYD Chairman Wang Chuanfu publicly declared that BYD intends to become the world’s largest automaker by 2030, setting its sights on Toyota and signaling that the company’s global ambitions are only accelerating. But is that go...

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped.   What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda...

The balance of power among China’s leading EV makers may be shifting. This week on China EVs & More, Tu Le and Lei Xing break down a remarkable set of earnings results that reveal very different trajectories for China’s EV leaders. NIO appears to be emerging from one of the most challenging periods in its history, delivering consecutive profitable quarters while building momentum behind the ES...

In this special on-the-road episode of China EVs & More , Tu Le and Lei Xing drive a Li Auto i6 from Beijing to Shanghai using Li Auto’s latest hands-free VLA intelligent driving system — experiencing firsthand how quickly China’s EV ecosystem is evolving.   The trip comes immediately after the massive Beijing Auto Show , where over 1,400 vehicles, 180+ debuts, and dozens of new brands highlig...

Episode #245 of China EVs & More dives into a turning point moment for the global auto industry as China’s EV market enters a new phase ahead of the Beijing Auto Show. Tu Le and Lei Xing break down an explosion of flagship SUV launches across Chinese brands — from NIO, XPeng, Zeekr, and LeapMotor — all competing in the same $40K–$60K range with similar tech, features, and performance. The resu...

In Episode 244, Tu Le and Lei Xing break down a major escalation in the global EV race: Chinese automakers are now targeting the most profitable segment in North America — large SUVs and trucks.   NIO’s new ES9 flagship SUV delivers Tahoe-level size and luxury at a fraction of the price in China, signaling a direct challenge to the profit engines of GM, Ford, and Stellantis. The episode also explo...

In Episode 243, Tu Le and Lei Xing break down a defining shift in the global EV industry: China’s EV growth is now being driven by exports as much as domestic demand.   March sales rebounded strongly, but the real story is export share. Companies like BYD, Geely, Chery, and Great Wall are now exporting 30% to over 60% of their vehicles, signaling both global expansion and rising competition at ho...

In Episode 242 of China EVs & More , Tu Le and Lei Xing break down a pivotal week in the global EV industry — one defined by accelerating innovation, new partnerships, and intensifying competition across China, the U.S., and beyond.   XPeng reaches a major milestone with its first quarterly profit , joining NIO, Li Auto, and Leapmotor in demonstrating that China’s EV startups can achieve profi...

This week on China EVs & More , Tu and Lei break down one of the most turbulent weeks yet for the global auto industry.   Honda stunned the industry by announcing $15.7 billion in EV write-downs and abandoning its “Zero” EV program , marking the company’s first loss in its 70-year history. Porsche and Volkswagen Group also revealed dramatic profit declines as EV investments, tariffs, and China...

In this episode of China EVs & More , Tu Le and Lei Xing break down one of the most eventful weeks in the EV industry — from NIO reaching major milestones to new rumors of partnerships between Chinese and Western automakers.   NIO is on the verge of two historic achievements: its first profitable quarter and its 100 millionth battery swap . For a company that helped pioneer China’s smart EV st...

In this episode of China EVs & More , Tu Le and Lei Xing break down the latest developments in the global EV industry as 2026 begins — including the evolving competition between Tesla, Xiaomi, BYD, and other Chinese automakers.   January sales numbers from China reveal a complex picture. Xiaomi’s YU7 SUV surged to become the best-selling vehicle in China across all powertrains , while Tesla’s...

In this episode of China EVs & More , Tu and Lei unpack a rapidly changing global automotive landscape where Chinese EV technology is increasingly powering the future of the industry — even outside China.   The discussion begins with a major shift: European and global automakers are increasingly adopting Chinese EV platforms, batteries, and autonomous driving technology . Stellantis is now exp...

This week on China EVs & More , Tu and Lei break down one of the biggest developments of the year in the global EV industry: BYD’s massive technology reset and charging breakthrough .   Facing slowing domestic sales and intensifying competition in China’s brutal EV price war, BYD responded with a sweeping announcement: a second-generation Blade Battery , ultra-fast 1500 kW flash charging , and...

In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla’s strategic retreat from cars , China’s accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China EVs & More Awards - the EVies The episode opens with Tesla’s bombshell earnings call: the Model S and Model X are effectively retired , revenues decline f...

In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers —from Silicon Valley to China and Europe.   The conversation opens with a surge of AV and robotaxi news : Tesla removing safety drivers in Austin, shifting FSD to a subscription model, and signaling potential approval in China and Europe; Waymo expanding into Mia...

Episode 234 may go down as one of the most consequential conversations yet on China EVs & More . Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America —and why this moment could trigger a chain reaction across the U.S., Mexico, and global auto markets.   Canada’s decision to allow up to 49,000 Chinese EVs at just 6.1% tariffs i...

Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics .   This episode unpacks why CES is no longer about cars , but about who controls the software, silicon, sensors, and robots that will define the next decade of mobility. From Geely and Great Wall’s growi...

In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry.   With subsidies set to expire in 2026, November marked the real start of China’s year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating , while BYD and Li Auto lose momentum and Tesla slips into neg...

In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world .   The episode opens with a deep reaction to Rivian’s Autonomy AI Day —why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploy...

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.   From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV export surge, the maturation of robotaxis, the co...

China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃 Tu & Lei break down Li Auto’s shocking Q3 collapse , CEO Li Xiang’s pivot to “embodied AI,” and why the brand is losing momentum to Xiaomi, XPeng, NIO, and Huawei-backed models.   We analyze XPeng’s aggressive 2025–26 EREV + BEV rollout , including seven new models and...

In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond.   Xiaomi’s YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China’s most competitive EV segment. Meanwhile, Tesla’s domestic sales slump to 26,000 , signaling that aggressive price cuts a...

This week on China EVs & More , Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality. Tu shares insi...