China EVs & More

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major players like BYD and NIO.  They explore the implications of recent announcements regarding charging technology, battery swapping, and new vehicle launches, while also addressing the challenges faced by companies like NIO in a rapidly evolving market. ...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences.  They analyze various EV models, including the G6 and Model Y, and explore the implications of lidar technology and RoboTaxis.  The conversation also touches on the challenges faced by legacy automakers like Volkswagen and the struggles of...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences.  They analyze the impact of new models like the XPeng G6 and the challenges faced by legacy automakers like Volkswagen and NIO.  The conversation highlights the importance of technology, such as lidar, and the evolving landscape of RoboTaxi...

In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape.  The conversation delves into the competitive dynamics between Chinese and German automakers, the advancements in autonomous vehicle technology, and the strate...

In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China.  They discuss the rise of intelligent driving technologies, the impact of Tesla's Full Self-Driving (FSD) system, and the recent launch of Xiaomi's SU7 Ultra.  The conversation also touches on the challenges faced by Volkswagen in the Chines...

In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion.  He discusses the challenges and innovations in active suspension technology, the collaboration with NIO, and insights gained from CES 2025, emphasizing the need for speed and adaptability in the evolving au...

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the implications of state-owned enterprises in China.  They explore the challenges and opportunities for both domestic and international players in the EV mark...

In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry.  They also explore the strategies of foreign automakers in China, the significance of local production, and the role of technology in maintaining competitiveness.  The conversati...

In this episode of China EVs & More , hosts Tu Le and Lei Xing dive into the biggest news in the global EV, AV, and mobility sectors. The episode kicks off with a discussion on the impact of the Lunar New Year on China’s auto market, including the significance of the Spring Festival Gala as a marketing platform for Chinese EV brands. The hosts break down Tesla’s latest earnings report, discuss...

In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors . Key topics include: • US-China Trade & Tariffs – The impact of Biden’s 100% tariff on Chinese EVs and how Trump’s possible return could reshape trade policies. • Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competition. Discussion on Tesla’s FSD approval in C...

Welcome to Episode 194 of the China EVs and More podcast! In this episode, hosts Tu Le and Lei Xing wrap up 2024 and share insights into the global EV and mobility sectors. Key topics discussed include: 1. China’s Dominance in the EV Market : •China’s remarkable sales of nearly 13 million NEVs in 2024, representing a 50% domestic market share. •The continued decline of foreign automakers in China,...

In this episode, hosts Tu Le and Lei Xing discuss the latest developments in the electric vehicle (EV) market, reflecting on the Biden administration's impact on the industry. They analyze the significant growth of new energy vehicles (NEVs) in China, the challenges faced by foreign automakers, and Tesla's strategic positioning in the market.  The conversation also touches on economic fa...

Welcome to Episode 192 of the China EVs and More podcast! In this episode, Tu Le and Lei Xing dive into the latest developments shaping the global electric vehicle (EV), autonomous vehicle (AV), and mobility sectors. Key topics include: 1. NIO Day 2024 Highlights : •The debut of NIO’s Firefly brand targeting affordable EV markets. •The unveiling of the luxury ET9 model and its groundbreaking steer...

Join hosts Lei Xing and Tu Le in this dynamic episode of China EVs and More as they dissect the week’s most pivotal news and developments in the global EV, AV, and mobility sectors. From corporate shake-ups to industry resets, the discussion highlights critical issues shaping the future of mobility. Discussion Topics:      •  The sudden challenges and restructuring at Ji Yue, a joint venture betwe...

Summary In this episode, Tu Le and Lei Xing discuss the latest trends and insights in the electric vehicle (EV) market, focusing on sales data from November, the competitive landscape involving major players like Tesla and BYD, and the challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications of government incentives, market strategies, and th...

In this episode of China EVs & More , Tu Le and Lei Xing dive into the booming September sales figures in China’s EV market and the ongoing impact of geopolitical factors on the global automotive industry. They analyze the latest trends, such as the shift towards EREVs (Extended Range Electric Vehicles), China’s competitive dynamics, and the EU’s new tariffs targeting Chinese EVs. Additionally...

In this episode of the China EVs & More podcast, Tu Le and Lei Xing provide a comprehensive analysis of recent developments in the global EV and mobility sectors, with a spotlight on Tesla’s “We Robot” event and China’s growing influence in the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, and the impact of trade tensions between China...

In this engaging episode of the China EVs & More podcast, Tu Le and Lei Xing recap their experience at the 2024 Paris Motor Show, offering insights into the evolving global EV landscape. Highlights include discussions on the growing influence of Chinese automakers in Europe, the resurgence of European brands like Renault, and key geopolitical challenges shaping the automotive industry. The duo...

The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the development of a robotaxi and the design of its own silicon to help run it.  The biggest news from XPeng was that they are entering the EREV space.  The conversation then moves over to Audi's brand launch in China and Tu and Lei's differin...

The podcast starts with Lei seeing Tesla - all over Shanghai. Tu goes a step further saying that the Tesla brand is stronger in China than the Porsche brand.  The conversation broadens out to a brief discussion about the Tesla earnings call and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 2023.  Tu moves on to congratulate WeRide for IPO&a...

Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficiency is one big reason they're able to continue this blistering growth.  This leads to a larger conversation about October sales and the sales drops of the European automakers (BMW, Mercedes, Volkswagen Group, Porsche) and how much they should be w...

Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial institutions reactions to those new stimulus policies.  Tu asks Lei to go over some of the vehicle launches that happened that week continuing the barrage...

Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation for Legacy Auto in China even worse.  Tu shifts gears and discusses how carmakers can still differentiate themselves even if they're using the same technology or more specifically, the same silicon to power the infotainment and intelligent driv...

Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a long moment to discuss this because this news sent shockwaves across the industry and is the realization to the world, if not clear yet, China EV Inc is putting the world on notice - that's its here and here to stay. The discussion moves over to M...

The podcast starts with Tu and Lei's thoughts on the XPeng's Mona M03 and the aggressive pricing that was announced for the vehicle. This evolves into a recap of XPeng history on product launches and the hope that this launch can be more successful than their past ones.  Tu mentions that there are bad takes out there and emphasizes that price doesn't automatically dictate the segmen...