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China EVs & More

Tu Le & Lei Xing

Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense

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  • Thursday · 27 min

    China Squeezes Germany From Both Ends | BMW, VW, NIO & ZEEKR | CEM #259

    BMW and Volkswagen are getting more aggressive in China—but NIO, ZEEKR and the Chinese competition aren't slowing down. In Episode #259 of China EVs & More, Tu and Lei break down the biggest developments from the Chengdu Motor Show, including aggressive pricing from BMW's Neue Klasse iX3 and Volkswagen launching an EV for under RMB90,000 (~$15K). Meanwhile, NIO's ES8 continues dominating the premium BEV segment, ZEEKR's 9X pushes above RMB500,000, and Geely is attacking the global affordable-EV market with the Xingyuan/EX2. We also discuss: 🇩🇪 BMW & Volkswagen's new China pricing strategy 🔥 NIO ES8 vs. ZEEKR 9X in China's premium market 🌎 Geely, BYD & Chery's accelerating global exports 🤖 Waymo's ZEEKR Ojai robotaxi rollout 🚕 Baidu, Pony.ai & Uber's global robotaxi expansion 🧠 China's autonomous-driving chips moving into Europe 🤝 Stellantis & Dongfeng deepen their China partnership 📉 The spectacular collapse of Evergrande's EV ambitions Topics: China EVs, BMW China, Volkswagen China, NIO ES8, ZEEKR 9X, Geely, BYD, robotaxi, Waymo, Pony.ai, autonomous driving, China auto exports. 🔎 Search-Optimized Keywords: China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, BMW China, BMW iX3, Neue Klasse, Volkswagen China, Volkswagen EV, NIO, NIO ES8, ZEEKR, ZEEKR 9X, Geely, Geely Xingyuan, Geely EX2, BYD, Chery, Mercedes China, XPeng, Tesla China, China auto exports, Chinese EV exports, Chengdu Motor Show, robotaxi, Waymo, ZEEKR Ojai, Pony.ai, Baidu Apollo Go, Uber robotaxi, autonomous driving China, Horizon Robotics, Stellantis China, Dongfeng, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Key Companies & Brands: BMW, Volkswagen Group, Volkswagen, Mercedes-Benz, NIO, ZEEKR, Geely, BYD, Chery, XPeng, Tesla, SAIC Volkswagen, Horizon Robotics, Waymo, Uber, Pony.ai, Baidu, ZOOX, Nuro, Wayve, Stellantis, Dongfeng, Jeep, Bosch, NVIDIA, Black Sesame, Huawei, Li Auto, Evergrande, Hengchi ⏱️ Episode #259 Chapters 00:00 Welcome to China EVs & More #259 00:56 Chengdu Motor Show & the week's biggest stories 01:45 BMW gets aggressive with the new iX3 03:15 Is pricing power disappearing in China? 03:45 Volkswagen launches a ~$15K EV 04:55 VW now competes directly with BYD & XPeng 05:10 Are Volkswagen's new China EVs selling? 06:20 NIO ES8 momentum keeps building 06:50 Is the NIO ES8 China's best EV value? 07:45 NIO & ZEEKR attack the premium Germans 08:15 Geely earnings & the Xingyuan's global push 09:05 Waymo's ZEEKR Ojai robotaxi expands 09:45 Pony.ai, Baidu & Uber take robotaxis global 10:50 Why ZEEKR could transform robotaxi economics 12:55 Is Waymo's Ojai good enough? 13:50 The global robotaxi battle heats up 14:25 Mercedes launches its China-developed GLE 15:20 Geely's ICE strategy vs. BYD 16:05 China heads toward 3M+ exports from BYD, Geely & Chery 16:45 Chinese autonomous-driving chips enter Europe 17:25 NVIDIA faces growing Chinese competition 18:40 Stellantis & Dongfeng deepen their China partnership 20:35 Evergrande: From EV ambitions to spectacular collapse 24:00 Final thoughts Support the show

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  • Wednesday · 35 min

    China's Auto Takeover Hits 77% | VW, GM & Europe Feel the Pressure | CEM #258

    Chinese automakers just captured 77.4% of China's passenger-vehicle market—and exports have topped one million vehicles for two consecutive months. In Episode #258 of China EVs & More, Tu and Lei unpack a dramatic shift in the world's largest auto market: Chinese brands dominating at home, NEVs approaching 70% of domestic passenger-vehicle sales, and China's automakers increasingly turning to exports as domestic demand weakens. We discuss: 🇨🇳 Chinese brands reaching 77.4% market share 🌎 China's 1M+ monthly vehicle export run rate 🔋 PHEV exports surging into Europe 📉 BYD's slowdown and Geely Xingyuan's rise 🇩🇪 Why Volkswagen may bring China-developed EVs to Europe 🇺🇸 GM, Ford and the growing pressure on legacy automakers ⚡ Tesla's resilience in China despite brutal competition 🔄 Lei's firsthand experience with NIO Firefly and battery swapping 🤖 China's accelerating autonomous-driving advantage 🚗 Why foreign automakers may still not have found the bottom in China Is China's auto industry entering the next phase—where its biggest growth opportunity is no longer China, but the rest of the world? Topics: China EVs, Chinese automakers, BYD, Geely, Volkswagen China, GM China, Tesla China, NIO, China auto exports, PHEV, EV sales, autonomous driving. SEO Keywords: China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, China auto sales, China auto exports, Chinese car exports, China NEV sales, China EV sales, BYD, Geely, Geely Xingyuan, Volkswagen China, Volkswagen EV, GM China, Ford China, Tesla China, NIO, NIO Firefly, XPeng, Chery, Li Auto, Leapmotor, PHEV, EREV, Chinese EVs Europe, China EV exports, autonomous driving China, battery swapping, global EV market, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Companies/brands: BYD, Geely, Volkswagen Group, Volkswagen, BMW, Mercedes-Benz, General Motors, Buick, Cadillac, Chevrolet, Ford, Lincoln, Tesla, NIO, Firefly, XPeng, Chery, Leapmotor, Land Rover, WEY, Fiat, Stellantis, Waymo, Baidu, Wayve, HIMA, Huawei, MAEXTRO, MG, CATL. Timestamps: 00:00 Welcome to China EVs & More #258 01:05 Lei returns from six weeks in China 02:45 BYD slows as Geely Xingyuan takes #1 03:20 Chinese automakers hit 77.4% market share 04:00 China's NEV share approaches 70% 04:15 China exports 1M+ vehicles per month 05:05 What China's export surge means for the world 06:20 Volkswagen considers bringing China-made EVs to Europe 07:35 Why speed matters more than size 08:05 China's PHEV exports surge into Europe 09:00 The EU's PHEV tariff loophole 09:55 Why EREVs could take off in America 11:10 China's domestic auto market faces a major decline 12:55 New EV launches keep coming despite the slowdown 13:35 China's slowdown hits Volkswagen, BMW & Mercedes 15:50 Is this the end of the old guard in China? 16:00 Chevrolet officially exits the China market 17:00 GM doubles down on Buick & Cadillac 18:00 Chinese automakers take the fight global 19:25 China vs. Detroit: Lei's reverse culture shock 20:30 Woodward Dream Cruise & the future of cars 21:35 Waymo's robotaxi fleet keeps growing 23:20 Lei drives the NIO Firefly 24:30 NIO Firefly pricing & battery swapping 25:55 China's brutal small-EV segment 27:30 Can a $15K Firefly work outside China? 29:20 Inside Huawei's massive HIMA store 30:35 Ford pulls Lincoln Nautilus production from China 31:25 What happened to Lincoln in China? 32:45 Final thoughts Support the show

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  • Tuesday · 42 min

    China's Auto Market Is Shrinking—So Why Is GM Doubling Down? | Ford Takes Aim at Cheap EVs | CEM #257

    GM is doubling down on China for another 20 years—just as China's auto market enters one of its toughest periods in years. In Episode #257 of China EVs & More, Tu and Lei break down General Motors' extension of the SAIC-GM joint venture, China's slowing domestic auto market, booming vehicle exports, and what it all means for global automakers competing with BYD, Geely, Chery, NIO, XPeng and other Chinese OEMs. We also discuss: 🇨🇳 Why GM is committing to China for another 20 years 📉 China's potential auto-market contraction and coming industry shakeout 🌎 Chery's massive export growth and China's global auto expansion 🇺🇸 Ford's ~$28K Fathom and its strategy for competing with Chinese EVs 🤖 Lei's firsthand experience with NIO's latest intelligent-driving system 🔋 NIO's next-generation battery swapping strategy 🇧🇷 BYD's Brazil manufacturing and flex-fuel strategy 🇩🇪 Why Volkswagen and other legacy automakers remain under pressure in China Is China's slowdown finally going to force consolidation—and are Western automakers moving fast enough to compete? Whether you're an automotive executive, engineer, supplier, investor or simply following the transformation of the global auto industry, Episode #257 provides firsthand context on what is happening inside the world's largest and most competitive automotive market. Subscribe to China EVs & More for weekly analysis of China, EVs, autonomous driving, mobility technology and the rapidly changing global automotive industry. Search-Optimized Keywords: China EVs, China EV, Chinese EVs, China EV market, China auto market, China automotive industry, Chinese automakers, China auto sales, China vehicle exports, Chinese car exports, China auto slowdown, China EV price war, GM China, General Motors China, SAIC-GM, GM China joint venture, Buick China, Ford EV, Ford Fathom, affordable EV, Jim Farley, BYD, Chery, Geely, NIO, XPeng, Li Auto, Leapmotor, Xiaomi EV, Tesla China, Volkswagen China, NIO battery swap, NIO autonomous driving, intelligent driving China, autonomous driving, ADAS, Level 3 autonomous driving, EV news, global automotive industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights. Timestamps 00:00 Welcome to China EVs & More #257 00:58 Lei reports from Shenzhen 02:15 GM commits to China for another 20 years 05:25 GM's nearly 30-year history in China 08:45 Why GM is doubling down on China 10:15 GM turns China into a global export hub 12:15 Chinese automakers take over Australia's EV market 13:45 China's auto market faces a major slowdown 15:10 Could China's slowdown finally force consolidation? 16:05 Chery's exports explode: 200,000 vehicles in one month 17:00 Volkswagen's China struggles & the ADAS battle 18:25 Why legacy automakers are still moving too slowly 19:30 GM's Buick & Wuling strategy in China 22:00 Ford's ~$28K Fathom EV takes aim at affordable EVs 23:05 Can Ford finally compete with Chinese EVs? 25:15 Ford vs. GM: Two very different EV strategies 27:25 Lei tests NIO's latest intelligent driving 28:20 NIO's ADAS takes on Tesla FSD 31:00 NIO hits 4,000 battery swap stations 31:25 BYD's Brazil strategy: BEV, PHEV, gasoline & ethanol 33:05 China's latest EV launches & Huawei goes viral 34:10 Why America can't buy the electric Ford Bronco 35:05 Leapmotor joins China's 100,000-unit club 35:30 Tesla Model Y remains resilient in China 36:25 China's race toward Level 3 autonomous driving 37:15 Can NIO reach profitability without new models? 38:20 China's EV shakeout could get brutal 39:40 Final thoughts Support the show

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  • August 10 · 58 min

    Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256

    Could Tesla really leave China—the market and manufacturing base that helped transform it into the world's most valuable automaker? In Episode #256 of China EVs & More, Tu Le and Lei Xing unpack reports that Tesla could potentially sell, spin off or close its China operations as Elon Musk considers a closer combination between Tesla and SpaceX. The implications would be enormous. Giga Shanghai accounts for roughly half of Tesla's global vehicle output, serves more than two million Tesla owners in China and remains a critical export hub supplying markets around the world. Tu and Lei debate whether Tesla could realistically walk away, who could possibly acquire Giga Shanghai, what the move could mean for Tesla's FSD ambitions in China—and whether the report could be signaling something deeper about Tesla's expectations for its automotive business. Then the conversation turns to another major disruption: Xiaomi's new SkyNomad EREV family SUVs. After finding enormous success with the SU7 and YU7, Xiaomi is now targeting the large family-SUV segment dominated by companies such as Li Auto. With the seven-seat N90 Max expected to start below RMB300,000 and offering a massive 76-kWh battery, 60-liter fuel tank and approximately 1,705 km of combined range, Xiaomi is once again using aggressive pricing to reset expectations. In this episode: • Could Tesla really sell or spin off its China business? • Why Giga Shanghai remains critical to Tesla's global manufacturing strategy • Tesla, SpaceX and the potential conflicts created by a merger • What happens to Tesla if FSD never receives full approval in China? • Who could realistically buy Tesla's Shanghai factory? • Tesla's growing reliance on exports from China • Xiaomi's new SkyNomad N90 and N70 family SUVs • Why Xiaomi's pricing should worry Li Auto • Xiaomi's highly automated Beijing factory • Why Xiaomi's latest technology event disappointed some investors • Audi's China-only EV strategy and Momenta-powered ADAS • BMW, Porsche and the continuing challenges facing German automakers • Why NIO is prioritizing profitability over global expansion • Battery swapping vs. charging outside China • How quickly ICE vehicles could disappear from China's domestic market • Why China's unwanted ICE capacity could eventually flood emerging markets If you want to understand the forces reshaping the world's largest automotive market—and what they mean for Tesla, Xiaomi, BYD, NIO, XPeng and the global automotive industry—subscribe to China EVs & More. Hosted by Tu Le of Sino Auto Insights and Lei Xing, bringing decades of firsthand experience covering China's automotive, EV, AV and mobility industries. 🔎 Search-Optimized Keywords Tesla China Tesla Giga Shanghai Tesla Shanghai factory Tesla leaving China Tesla China exit Tesla SpaceX merger Tesla SpaceX Elon Musk Tesla FSD China Tesla China sales Tesla China exports Tesla Model Y Tesla Model 3 China EV China EVs Chinese EVs China EV market China automotive industry China auto market China EV podcast China EVs & More Xiaomi EV Xiaomi Auto Xiaomi SkyNomad Xiaomi N90 Xiaomi N70 Xiaomi EREV Xiaomi SU7 Xiaomi YU7 Li Auto Li Auto L9 Li Auto L6 EREV range extended electric vehicle Chinese electric cars BYD NIO XPeng Geely Audi China Audi E7X Momenta Volkswagen China BMW China Porsche China German automakers China China NEV sales China ICE sales Chinese car exports EV price war autonomous driving China battery swapping NIO battery swap future of Tesla global EV market electric vehicle news automotive industry news Tu Le Lei Xing Sino Auto Insights Chapters 00:00 Welcome to China EVs & More #256 00:55 Tesla's HUGE China question 02:00 Could Tesla really leave China? 04:30 Why Giga Shanghai is critical to Tesla 05:55 Without China, there's no Tesla of today 08:05 Who could buy Tesla's Shanghai factory? 09:50 Is Tesla FSD in China in trouble? 10:45 Could Tesla eventually exit the EV business? 12:40 Watch Tesla's China exports for the next clue 14:15 Xiaomi unveils its SkyNomad EREV family 15:25 Xiaomi N90 & N70 pricing shocks the market 16:45 Why Xiaomi's N90 should worry Li Auto 18:00 Xiaomi closes in on 750,000 EVs 19:05 Is Xiaomi late to the EREV party? 21:15 Inside Xiaomi's highly automated EV factory 22:45 Did Xiaomi's big tech reveal disappoint? 25:05 Xiaomi's wild tire blowout demonstration 27:20 Driving Audi's China-only E7X 28:45 Can Audi's China strategy actually work? 30:10 Why German automakers keep making things complicated 32:05 Porsche, BMW & Volkswagen face more China pressure 33:00 Can Ford & GM disrupt themselves? 33:50 Live Q&A: Why isn't NIO expanding faster globally? 36:00 Who could actually buy Giga Shanghai? 37:15 NIO's profitability vs. global expansion dilemma 40:05 How fast will ICE disappear in China? 42:55 Where will China's unwanted ICE capacity go? 44:50 Final thoughts Support the show

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  • July 28 · 40 min

    XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254

    XPeng just held the biggest launch event in company history—and they chose Munich, Germany, the heart of Europe's automotive industry. In Episode #254 of China EVs & More, Tu Le and Lei Xing break down XPeng's global launch of the new MONA L03, why Europe has become the next major battlefield for Chinese EV makers, and what this means for Volkswagen, BMW, Mercedes-Benz and the rest of the legacy auto industry. The discussion covers XPeng's pricing strategy, autonomous driving ambitions, Google Maps integration, charging infrastructure investments, software licensing opportunities with Volkswagen, and whether Chinese automakers are entering a new phase of global expansion. They also examine: • Why Munich—not Shanghai—became XPeng's biggest event ever • How the MONA L03 compares with the Volkswagen ID.4, Tesla Model Y and BYD Atto 3 • XPeng's plans for advanced driver assistance across Europe • Why BYD continues raising the bar globally • Could Volkswagen eventually manufacture XPeng vehicles? • The future of software-defined vehicles and AI-powered driving • Bill Ford's comments about competing with Chinese automakers • Why Europe may become the proving ground for autonomous driving before the United States If you want to understand where the global automotive industry is heading—not where it has been—this is an episode you won't want to miss. Subscribe for weekly analysis of the global EV, autonomous driving and mobility industries from two of the most experienced China automotive analysts anywhere. Chapters 00:00 Introduction & Welcome 01:00 Lei reports live from XPeng's biggest global launch in Munich 03:05 Why launching in Volkswagen's backyard matters 04:35 XPeng MONA L03 pricing: Europe vs. China 06:15 XPeng's autonomous driving strategy for Europe 08:00 Google Maps, AI and XPeng's global software stack 09:45 Why Europe is becoming the autonomous driving battleground 11:25 Is XPeng taking direct aim at Tesla and Volkswagen? 13:00 XPeng's charging infrastructure plans for Europe 15:15 Can the L03 become XPeng's next blockbuster? 16:45 Why Paris Motor Show just became much more important 18:00 Will Chinese marketing strategies work in Europe? 20:20 Can XPeng succeed in 65 global markets? 22:05 XPeng's global expansion challenges beyond China 24:10 Europe could become the proving ground for AI driving 25:20 Could Volkswagen build XPeng vehicles? 26:30 Is software licensing the next big opportunity? 27:30 Why BYD deserves credit for paving the way 29:00 Bill Ford admits Chinese automakers can't be ignored 31:20 Volkswagen's future and BYD's race to become the world's #1 automaker 35:15 China's slowing auto market and what it means for global OEMs 37:20 Live audience Q&A 38:00 Is the U.S. really closed to Chinese automakers? 39:15 XPeng's X9 recall explained 43:00 Are XPeng and Tesla becoming true rivals? 45:30 Toyota vs. BYD: Can BYD really become #1? 47:45 The future of battery swapping and autonomous charging 49:45 Closing thoughts & next week's preview Search-Optimized Keywords China EVs China EV podcast Chinese EVs XPeng XPeng MONA L03 XPeng Munich XPeng Europe XPeng Germany Volkswagen Volkswagen Group Volkswagen China BMW BMW Group Mercedes-Benz Audi Porsche BYD Tesla Tesla Model Y BYD Atto 3 Volkswagen ID.4 Skoda Elroq Li Auto NIO Xiaomi EV Chinese automakers China auto industry China automotive European EV market Electric vehicles Autonomous driving Self-driving cars AI vehicles Software-defined vehicles Google Maps automotive Smart driving NGP ADAS EV charging European charging infrastructure Global automotive Future of mobility EV news China EVs & More Tu Le Lei Xing Sino Auto Insights Support the show

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  • July 28 · 58 min

    Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255

    The global automotive industry may have just crossed another major turning point. In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are partnering in Europe, what it means for the future of global manufacturing, and why more legacy automakers are turning to Chinese technology despite growing geopolitical tensions. The discussion also explores Mercedes-Benz's challenges with the proposed Connected Vehicle Security Act in the United States, Volkswagen's expanding partnerships in China, Honda's renewed commitment to its Chinese joint venture, Tesla's latest earnings, and whether the global industry has reached a point where competing with Chinese automakers alone is no longer enough. This episode covers: Ford & Geely's new European joint venture Why Spain is becoming Europe's next automotive hub Mercedes-Benz and the Connected Vehicle Security Act Volkswagen's growing reliance on Chinese technology Horizon Robotics and Volkswagen's AI partnership Tesla's latest earnings and shrinking margins China's increasingly competitive EV market BYD's global ambitions Why more legacy automakers are partnering with Chinese companies What this means for Europe, North America and the future of global manufacturing If you want independent analysis on where the automotive industry is heading—not where it has been—subscribe to China EVs & More. Hosted by Tu Le (Sino Auto Insights) and Lei Xing, bringing decades of experience covering China's automotive industry from the inside. Chapters 00:00 Welcome to China EVs & More #255 00:50 The week's biggest stories: Ford, Mercedes & Volkswagen 02:10 Why Mercedes could be blocked from selling in the U.S. 06:30 How China and U.S. policy are squeezing German automakers 09:00 Mercedes' EV struggles continue in China 11:45 Ford & Geely team up in Europe 15:45 Why Spain is becoming Europe's next automotive hub 18:15 Is Ford's Geely partnership the future of the auto industry? 20:00 What's next for GM in China and Europe? 21:30 Why every legacy automaker is partnering with Chinese companies 23:45 Volkswagen doubles down on China 27:45 Has Volkswagen reached the bottom in China? 29:00 "If You Can't Beat Them, Join Them" 30:15 China's EV price war is becoming unsustainable 33:00 Tesla earnings: Sales up, margins down 35:50 Is Tesla's China advantage starting to fade? 37:30 Financial Times: Chinese premium brands target Europe 39:00 Can Chinese premium brands win outside China? 40:15 Live Q&A begins 41:00 XPeng X9 recall: Should buyers be worried? 44:15 Is XPeng really Tesla's biggest rival? 46:00 Can BYD overtake Toyota as the world's #1 automaker? 48:20 Why hybrids still dominate the U.S. market 50:10 Battery swapping vs. autonomous charging 52:10 Xiaomi's next big launch 53:15 Should we move the livestream to 12 PM Eastern? 55:20 Thanks for watching! SEO Keywords China EV China EVs China EV podcast China EVs and More Chinese EV Chinese automakers China auto industry Ford Geely Ford Geely partnership Geely Ford joint venture Ford Europe Ford Valencia Geely Mercedes-Benz Mercedes China Connected Vehicle Security Act Connected vehicle security Volkswagen Volkswagen Group Volkswagen China Honda China GAC Honda Horizon Robotics CARIZON Tesla Tesla earnings BYD BYD global expansion GM China SAIC GM Leapmotor Stellantis NIO XPeng Li Auto Toyota Electric vehicles EV news Global automotive Mobility Autonomous driving AI vehicles Software-defined vehicles Future of mobility Tu Le Lei Xing Sino Auto Insights Support the show

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  • July 28 · 42 min

    China's ICE Market Just Collapsed | Can Volkswagen, BMW & Mercedes Survive? | China EVs & More #253

    China's automotive market may have just crossed one of the most important milestones in modern automotive history. In Episode 253 of China EVs & More, Tu Le and Lei Xing analyze the latest Chinese auto sales—and the numbers are staggering. China's domestic ICE vehicle sales plunged 50% year-over-year, while Chinese automakers continue expanding globally at an unprecedented pace. Foreign automakers—including Volkswagen Group, Porsche, Mercedes-Benz and BMW—are facing mounting pressure as Chinese brands continue taking market share. This episode also covers: ✅ China's domestic ICE collapse and what it means for global automakers ✅ Why BYD, Geely, Chery and Leapmotor continue gaining momentum ✅ China's vehicle exports surpassing one million vehicles in a single month ✅ Volkswagen's latest board meeting and the difficult decisions ahead ✅ Why Porsche's China strategy continues to deteriorate ✅ NIO's product cadence, ES8 momentum and upcoming NIO Day ✅ Li Auto's launch strategy and how Chinese OEMs are changing product rollouts ✅ Reuters' recent reporting on China's auto industry and why the government is trying to slow the "involution" and price war ✅ How new safety regulations and payment reforms could reshape China's automotive market ✅ Why Western automakers still underestimate China's competitive advantages Whether you're an automotive executive, investor, supplier or simply passionate about the future of mobility, this episode explains why the world's largest automotive market is entering an entirely new phase—and why its effects will be felt across Europe, North America and beyond. 🔍 SEO Keywords China EV, China EVs & More, Chinese EV, China auto industry, China auto market, China EV market, China NEV, BYD, NIO, Li Auto, XPeng, Geely, Chery, Leapmotor, Volkswagen China, Volkswagen Group China, BMW China, Mercedes-Benz China, Porsche China, German automakers China, China vehicle exports, China auto exports, China ICE sales, Chinese car market, Chinese automakers, EV market, Electric vehicles, Automotive industry, Global automotive industry, Auto industry analysis, China economy, Automotive News, Reuters China, Sino Auto Insights, Tu Le, Lei Xing, EV podcast, China automotive podcast Chapters 00:00 Introduction 01:20 China's shocking June sales numbers 03:45 China's exports hit another milestone 05:45 Why German automakers are under unprecedented pressure 09:30 NIO's improving product strategy 12:30 Reuters' report on China's auto industry 17:30 China's price war and government intervention 24:00 Automotive News Congress recap 29:00 Are Western automakers still underestimating China? 34:30 Why China's competitive advantage continues to grow 37:30 Closing thoughts Support the show

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  • July 23 · 47 min

    The Winners & Losers of the Global EV Race Are Finally Emerging | China EVs & More #252

    We're only halfway through 2026, but the global automotive industry is already revealing its biggest winners—and its biggest losers. In Episode 252, Tu Le and Lei Xing break down why Polestar is exiting the U.S. market, Volkswagen is preparing one of the largest restructurings in automotive history, and BYD believes it can become the world's largest automaker before the end of the decade. The discussion also explores why China's domestic market is slowing even as exports continue to surge, what NIO's recent momentum means for the premium EV segment, whether Li Auto is losing its edge, and how GM, Mercedes-Benz and other legacy automakers are responding to a rapidly changing competitive landscape. They also hit: Why Chery's global manufacturing strategy keeps expanding BYD's bold 2030 ambitions—and whether they're realistic Volkswagen's restructuring and what it means for the future of legacy auto The growing rivalry between NIO and Li Auto GM Energy and the next phase of EV infrastructure Why China's EV leaders are entering a completely different phase of competition If you want to understand where the automotive industry is headed—not just next year, but over the next decade—this episode connects the dots between product launches, geopolitics, manufacturing, software and global strategy. 🔑 SEO Keywords China EVs, China EVs & More, BYD, Volkswagen, Polestar, Toyota, NIO ES8, NIO ES9, Li Auto, Chery, EV exports, China auto market, electric vehicles, global EV race, Volkswagen layoffs, GM Energy, intelligent driving, Chinese automakers, Tu Le, Lei Xing, Sino Auto Insights ⏱️ YouTube Chapter Timestamps 00:00 Welcome & Episode 252 01:20 Winners & Losers at Mid-Year 02:40 Why Polestar Is Leaving the U.S. 07:10 Slate Auto: Can Affordable EVs Work? 11:00 Volkswagen Cuts 100,000 Jobs 16:15 Is BYD's #1 Goal Realistic? 23:30 China's Slowing Domestic Market 27:10 NIO vs. Li Auto: Momentum Shifts 32:30 GM Energy & The Future of EV Infrastructure 36:40 Audience Q&A & Final Thoughts Support the show

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  • July 7 · 43 min

    BMW Waves the White Flag? China’s EV Market Just Got Tougher | China EVs & More #251

    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 while Chinese brands battle for survival in an increasingly competitive market. The discussion explores why China’s slowing economy affects foreign brands differently, how the latest sales trends are accelerating industry consolidation, and why companies like BYD, NIO, XPeng and Li Auto are entering a critical new phase. Tu and Lei also debate Volkswagen’s manufacturing reset, BYD’s global ambitions, BMW’s warning on China, and whether the current price war is giving way to a fight over profitability, capacity and long-term survival. If you want to understand where the global automotive industry is heading next, this episode explains why China’s market remains the industry’s most important battleground. 🔑 SEO Keywords China EVs, China EV market, China EVs and More, BMW China, BMW profit warning, Volkswagen China, BYD, NIO, XPeng, Li Auto, China auto market, NEV penetration, EV price war, China ICE sales, Chinese automakers, EV exports, EV market consolidation, Beijing Auto Show, global automotive industry, Tu Le, Lei Xing, Sino Auto Insights ⏱️ Suggested Chapter Timestamps 00:00 BMW Sounds the Alarm 02:10 China’s Economy and the Auto Market 06:00 Why ICE Sales Keep Falling 10:20 NEV Penetration Hits Another Milestone 15:15 Volkswagen’s Manufacturing Reset 20:10 BYD’s Capacity Challenge 26:00 Can Europe Slow Chinese EVs? 31:30 NIO, XPeng & Li Auto Update 37:45 Will Consolidation Finally Begin? 44:30 Who Wins the Next Phase of China’s EV Market? 49:30 Final Thoughts Support the show

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  • July 7 · 34 min

    NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249

    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 explores Chery’s potential manufacturing partnership in the UK, the latest May sales results, NIO’s growing momentum with the ES9, Li Auto’s recent challenges, Mercedes’ next-generation EV strategy, and why intelligent driving, software and global manufacturing are becoming the next battlegrounds in the automotive industry. If you want to understand where the global auto industry is headed—and which companies are building long-term advantages—this episode connects the dots beyond the headlines. They also hit: Why Chery’s export strategy is reshaping its global ambitions Whether NIO’s recent product launches have finally changed its trajectory The growing tension between NIO and Li Auto—and what it says about China’s increasingly competitive EV market Why Mercedes is betting heavily on Chinese software and intelligent driving Tesla’s resilience in China despite a flood of new competitors How intelligent driving has become the industry’s newest competitive battlefield Why China’s leading EV makers are preparing for a very different next phase of growth. SEO Keywords China EVs, China EVs and More, Chery, NIO, Li Auto, Tesla China, Mercedes China, Chinese automakers, EV exports, China auto market, intelligent driving, autonomous driving, EV competition, Chery UK, electric vehicles, BYD, XPeng, Geely, Tu Le, Lei Xing, Sino Auto Insights Suggested YouTube Chapters 00:00 Welcome & Episode Setup 01:30 Chery’s UK Manufacturing Move 03:10 Chery’s Export Strategy & Global Push 05:15 Is Chery Too Dependent on Exports? 07:35 BYD, Geely, Chery & China’s Global Automakers 09:40 May Sales: Tesla, LeapMotor, Xiaomi & NIO 10:55 NIO Momentum: ES8 / ES9 Update 11:15 NIO vs. Li Auto Suspension Test Controversy 13:15 Li Auto Under Pressure 15:55 Xiaomi, HIMA & the 30K+ Monthly Sales Club 17:30 Mercedes GLC, Momenta & China-Specific EV Tech 20:50 XPeng, FSD & China’s Intelligent Driving Race 23:10 China EVs Entering Canada 25:00 USMCA, Canada & Chinese EV Investment 26:35 Honda’s China Collapse 27:25 Legacy Automakers’ Only Path Forward in China 29:45 Fast Charging, Battery Life & Viewer Q&A 31:30 Built-In Fridges, BYD, NIO & Closing Thoughts Support the show

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  • July 7 · 46 min

    BYD Wants to Be #1 in the World—Can Anyone Stop Them? | China EVs & More #250

    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 goal realistic? Tu Le and Lei Xing break down what it would actually take to sell more than 10 million vehicles annually—and why battery production, overseas manufacturing, charging infrastructure and geopolitics could become BYD’s biggest challenges. The conversation also explores: China’s slowing domestic auto market despite record NEV adoption Why exports continue to hit new highs NIO’s growing momentum with the ES8 and ES9 The intensifying rivalry between NIO and Li Auto GM’s new energy strategy and what it means for EV adoption Mercedes, Honda and other legacy automakers navigating China’s rapidly changing market From global expansion and intelligent driving to battery strategy and industry consolidation, Episode 250 examines the next phase of China’s automotive transformation—and why the rest of the world can’t afford to ignore it. 🔑 SEO Keywords China EVs, China EVs & More, BYD, Wang Chuanfu, Toyota, NIO ES8, NIO ES9, Li Auto, Chery exports, China EV exports, Chinese automakers, EV industry, global auto industry, electric vehicles, GM Energy, intelligent driving, China auto market, NEV sales, Tu Le, Lei Xing, Sino Auto Insights Chapter Timestamps (45-minute episode) 00:00 Episode 250 & Welcome 01:20 China’s Domestic Market Slows 04:10 Why EV Exports Keep Growing 08:00 BYD’s Goal: Become #1 by 2030 14:15 Can BYD Really Pass Toyota? 20:30 NIO’s ES8 & ES9 Momentum 25:30 NIO vs. Li Auto Intensifies 31:20 GM Energy & The Next EV Strategy 36:15 Legacy Automakers’ China Challenge 41:00 Final Thoughts & Episode 250 Reflection Support the show

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  • June 9 · 44 min

    The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247

    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, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive. In this episode, Tu and Lei discuss: Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technology The growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon Robotics Waymo’s rapid expansion and why autonomous driving is becoming impossible to ignore The reality of FSD versus China’s rapidly improving intelligent driving systems The implications of the Trump-Xi summit for the automotive sector Canada’s evolving strategy toward Chinese EV imports What the Beijing Auto Show revealed about the future of the industry Why the next battle is no longer about EVs — it’s about software, AI and autonomy The conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility. ⸻ 🔑 SEO Keywords China EVs, China EVs and More, Ford China strategy, Volkswagen China partnership, XPeng VLA, Tesla FSD, Waymo expansion, robotaxi industry, autonomous driving, BYD battery technology, CATL batteries, Huawei ADS, Momenta ADAS, Hesai LiDAR, Horizon Robotics, China EV technology, Chinese automakers global expansion, Trump Xi summit, Canada Chinese EVs, future of mobility, Tu Le, Lei Xing, Sino Auto Insights ⸻ ⏱️ YouTube Chapter Timestamps 00:00 The New World Order in Auto 02:00 Trump-Xi Summit and Industry Implications 05:00 Why China Now Exports Technology 09:00 Ford, GM, Volkswagen and China’s Growing Influence 13:00 XPeng, Huawei, Momenta and China’s ADAS Race 17:00 Tesla FSD vs China’s Intelligent Driving Systems 22:00 Why Lei Thinks WeRide Is Closest to FSD 27:00 Waymo’s Expansion and Robotaxi Reality 31:00 What Tu Saw in San Francisco 35:00 Canada’s Chinese EV Strategy 38:00 Why Europe Is Embracing Chinese Technology 41:00 Beijing Auto Show Reflections 44:00 What Comes Next for Global Automakers 47:00 Final Thoughts Support the show

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  • June 9 · 43 min

    NIO Is Back, Li Auto Stumbles & BYD Isn’t Slowing Down | China EVs & More Eps. 248

    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 ES9, ONVO, and Firefly brands. Meanwhile, Li Auto finds itself in an unfamiliar position. Margins are under pressure, earnings disappointed, and the company is increasingly relying on the success of its new BEV lineup to reignite growth. And then there’s BYD. While competitors focus on selling cars, BYD continues expanding deeper into batteries, semiconductors, AI, and autonomous driving technology. The company recently unveiled its own advanced automotive chips, reinforcing its position as one of the most vertically integrated technology companies in the automotive industry. Tu and Lei also discuss: ⚡ NIO’s surprising turnaround and profitability outlook ⚡ Li Auto’s reset and what comes next for the L-Series and i-Series ⚡ BYD’s chip ambitions and technology strategy ⚡ XPeng’s robotaxi and robotics plans ⚡ Stellantis’ €60 billion strategy and deepening China partnerships ⚡ Volvo’s U.S. approval and what it means for Chinese technology in North America ⚡ Tesla FSD vs China’s rapidly evolving intelligent driving systems ⚡ Why the next automotive battle is about AI, software, autonomy, and scale The EV race isn’t slowing down. But the leaderboard may be changing faster than most people realize. _____ ⏱️ YouTube Chapter Timestamps 00:00 The Auto Industry Has Flipped 02:00 Trump-Xi Summit & Global Auto Implications 05:00 NIO Earnings: Is the Turnaround Real? 09:00 Li Auto’s Challenges & Margin Pressure 13:00 XPeng’s Robotaxi & Robotics Ambitions 17:00 Why BYD Is Becoming a Chip Company 21:00 CATL, Chips & China’s Tech Arms Race 25:00 Stellantis’ €60 Billion China Strategy 30:00 Why Europe Needs Chinese Technology 34:00 Tesla FSD vs China’s Intelligent Driving Systems 38:00 Waymo’s Momentum & Autonomous Driving Reality 41:00 Volvo Approval & Future Chinese Market Access 44:00 What Happens Next for Global Automakers? 47:00 Final Thoughts _____ #ChinaEVs #NIO #BYD #LiAuto #XPeng #Tesla #ElectricVehicles #Robotaxi #AutonomousDriving #ChinaEVsAndMore Support the show

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  • May 7 · 53 min

    We Drove a Chinese EV 1,200km Hands-Free — And the Future Is Already Here | China EVs & More Ep. 246

    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 highlighted how intense and competitive China’s EV market has become. Tu and Lei break down: Li Auto’s new VLA Driver Model and real-world NOA performance XPeng’s latest VLA 2.0 rollout and robotaxi ambitions BYD and CATL’s escalating battery and charging war Why large Chinese SUVs are now targeting North America’s most profitable segments The rise of Huawei-backed brands and the growing influence of Chinese tech suppliers How global automakers are increasingly relying on Chinese software, batteries, and ADAS systems to stay competitive The episode also captures the realities of driving EVs in China today — ultra-fast charging, crowded charging stations, nonstop product launches, and a level of EV infrastructure that still feels years ahead of most global markets. From autonomous driving and battery breakthroughs to the growing divide between China and the West, this episode offers a rare, firsthand look into the future of mobility — from inside the driver’s seat. ___ 🔑 SEO Keywords China EVs & More, Li Auto i6 review, Beijing Auto Show 2026, China EV road trip, hands free driving China, Li Auto VLA Driver Model, XPeng VLA 2.0, BYD flash charging, CATL battery technology, Huawei smart driving, robotaxi China, autonomous driving China, EV charging China, Chinese electric vehicles, future of mobility, Tu Le, Lei Xing, Sino Auto Insights ___ ⏱️ YouTube Chapter Timestamps 00:00 🔥 Hook: 800KM hands-free road trip 00:30 Intro from inside the Li Auto i6 02:00 Beijing → Shanghai EV road trip explained 04:00 Li Auto VLA Driver Model hands-free demo 07:00 Charging experience in China today 10:00 Beijing Auto Show biggest takeaways 14:00 XPeng VLA 2.0 and robotaxi future 18:00 BYD vs CATL battery war 22:00 Huawei’s massive presence at the show 26:00 Why Chinese SUVs are targeting North America 30:00 Tesla vs China EV ecosystem discussion 34:00 EV infrastructure comparison: China vs West 38:00 The future of autonomous driving 42:00 Final thoughts from the road trip Support the show

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  • May 4 · 45 min

    Beijing Auto Show Preview: China’s SUV War Is Breaking the Industry | CEM #245

    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 result? A hyper-competitive market where price has become the ultimate differentiator. But that’s just one side of the story. The episode also explores: Why Chinese EVs are converging on identical feature sets (800V, ADAS, AI chassis) How foreign automakers (VW, Nissan, Audi) are attempting a comeback in China Why marketing costs and partnerships may determine survival for legacy OEMs And how China’s EV ecosystem is shifting from price wars → brand differentiation This is not just about China anymore — it’s about who wins the global auto reset. 🔍 SEO KEYWORDS China EV market Beijing Auto Show 2026 Chinese electric vehicles NIO ES9 XPeng G series SUV Zeekr 9X Leapmotor D19 China EV price war global EV competition Volkswagen China strategy Nissan China EV plans EV SUV comparison Chinese EV exports EV technology trends ADAS China AI in cars China legacy automakers vs China electric vehicle future premium EV market China smart driving China ⏱️ YOUTUBE TIMESTAMPS 00:00 Intro + Beijing Auto Show setup 01:30 Explosion of new EV launches in China 03:00 Flagship SUV battle ($40K–$60K segment) 05:30 Why Chinese EVs are becoming “the same” 07:30 Feature parity: 800V, ADAS, AI chassis 09:00 The real differentiator: PRICE 11:00 Why quality is no longer the issue 12:30 Rapid refresh cycles (12–14 months) 14:00 Consumer choice overload in China 15:30 Foreign automakers strike back (VW, Nissan, Audi) 18:00 Why partnerships are the only path forward 20:00 Final thoughts: global EV reset underway Support the show

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  • April 13 · 34 min

    China EVs Are Now Targeting America’s Most Profitable Vehicles | Auto Industry Warning | CEM #244

    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 explores: The continued collapse of premium brands in China, including Porsche and Mercedes Rising export dependence as domestic competition intensifies The next wave of product launches ahead of the Beijing Auto Show Tesla’s strategy amid stagnating product refresh cycles How global macro forces — including the Iran war — are impacting EV demand and costs Tu and Lei highlight a critical shift: 👉 The EV race is no longer about entry-level cars — it’s about owning the most profitable segments globally. ___ 🔑 SEO Keywords China EV SUVs, NIO ES9, Chinese EV competition USA, EV truck competition, Tesla China competition, BYD EV strategy, global EV market trends, electric SUV comparison, EV industry disruption, Beijing Auto Show 2026, EV exports China, Tu Le Sino Auto Insights, Lei Xing China Auto Review ___ ⏱️ Chapter Timestamps 00:00 🔥 Hook: China targets SUVs 00:12 Intro and episode overview 01:00 NIO ES9 breakdown (Tahoe comparison) 04:00 SUV segment disruption explained 08:00 Porsche, Mercedes struggles in China 12:00 Export growth vs domestic pressure 16:00 Tesla strategy & product gaps 20:00 Iran war impact on EV demand & costs 24:00 Beijing Auto Show preview 28:00 Global EV competition outlook 32:00 Q&A and wrap-up Support the show

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  • April 7 · 1 hr 3 min

    The EV Power Shift Is Here: China Expands While the West Struggles | CEM #243

    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 home. Tu and Lei explore what this means for Tesla, legacy automakers, and global markets, as Chinese EV companies scale faster and push into new regions. Key discussions include: • Why rising exports may reflect pressure inside China’s domestic market • The flood of new models ahead of the Beijing Auto Show • Tesla’s positioning amid growing global competition • Canada’s EV policy shift and implications for North America • Why value — not brand — will ultimately decide winners This episode highlights a turning point: 👉 The EV race is now global — and accelerating fast. ⸻ 🔑 SEO Keywords China EV exports 2026, BYD global expansion, Geely EV exports, Chery international sales, Tesla China competition, EV global market trends, Chinese EV growth, EV industry transformation, Beijing Auto Show 2026, electric vehicles China vs US, EV price war China, Tu Le Sino Auto Insights, Lei Xing China Auto Review ⸻ ⏱️ Chapter Timestamps 00:00 🔥 Hook: Americans want value, not origin 00:12 Intro and episode setup 02:00 March EV sales rebound 04:30 Export share surge explained 08:00 BYD, Geely, Chery global trends 12:00 Domestic pressure vs global expansion 16:00 Beijing Auto Show preview 20:00 Tesla positioning and outlook 24:00 Canada policy and North America impact 28:00 Global EV strategy discussion 32:00 Q&A and wrap-up Support the show

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  • March 24 · 49 min

    China EVs Are Moving Faster Than Ever — Tesla, Rivian & the West Running Out of Time? | Episode #242

    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 profitability — even amid one of the most competitive markets in the world. Meanwhile, Rivian secures a $1.25 billion partnership with Uber, signaling a major push into the robotaxi ecosystem and raising questions about whether EV startups can remain viable without tapping into autonomy and mobility platforms. The hosts also dive into Xiaomi’s refreshed SU7 launch, the growing wave of EV announcements ahead of the Beijing Auto Show, and how Chinese automakers continue to iterate products 2–3x faster than legacy competitors. Other key topics include: The rise of “physical AI” and next-generation autonomy platforms from XPeng NVIDIA’s expanding role in global AV ecosystems The future of robotaxis and whether margins will hold as competition grows The coming battle for large electric SUVs in China and globally How Chinese EV technology is increasingly influencing global vehicle design and development With Chinese OEMs scaling faster, launching more products, and expanding globally, Tu and Lei highlight a clear shift: the EV race is no longer about catching up — it’s about survival and adaptation. 🔑 SEO Keywords (for YouTube + Podcasts) China EVs & More, Tu Le, Lei Xing, XPeng earnings profit, Rivian Uber partnership robotaxi, Xiaomi SU7 refresh, China EV market 2026, Chinese EV competition, BYD EV technology, EV industry trends, robotaxi market growth, autonomous driving China vs Tesla, NVIDIA autonomous driving platform, EV startup profitability, future of mobility, electric vehicles global competition ⏱️ Chapter Timestamps 00:00 Intro and episode overview 01:10 XPeng achieves first quarterly profit 03:30 Why EV startup profitability matters 06:00 Xiaomi SU7 refresh and competitive landscape 10:00 China EV innovation speed vs legacy automakers 14:00 XPeng’s “physical AI” strategy explained 18:00 NVIDIA’s growing role in autonomy 22:00 Rivian–Uber $1.25B partnership breakdown 26:00 Robotaxi economics and competition 30:00 Can EV startups survive without autonomy? 34:00 Large SUV EV battle in China 38:00 Global EV competition outlook 41:00 Q&A: LiDAR, Rivian strategy, autonomy 45:00 Final thoughts and wrap-up Support the show

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  • March 16 · 40 min

    Honda’s $15B EV Collapse, Porsche Profits Crash, and China EVs Surge | Episode #241

    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 market pressures weigh heavily on legacy automakers. Meanwhile, China’s EV sector continues to move at breakneck speed. NIO and Li Auto both reported earnings and ambitious 2026 growth targets, while a new wave of large luxury SUVs — from AITO, BYD, Xpeng, and others — intensifies competition in China’s most profitable segments. The hosts analyze how China’s relentless product cycles and rapid innovation are redefining the global automotive landscape, leaving Western automakers scrambling to catch up. Other key topics include: Why the Tesla Model 3 could face pressure from Xiaomi’s refreshed SU7 The coming explosion of large electric SUVs at the Beijing Auto Show Whether Chinese EVs could soon challenge U.S. truck and SUV dominance The role of partnerships and acquisitions as Chinese and Western automakers increasingly collaborate How Canada’s new EV policy could open the door to Chinese brands in North America From collapsing profits to accelerating innovation, this episode highlights a stark reality: the global EV race is no longer just about electrification — it’s about technology speed, scale, and survival. _______ 🔑 SEO Keywords (for description & podcast discovery) China EVs & More, Tu Le, Lei Xing, Honda EV write-down, Porsche profits decline China, Volkswagen Group earnings EV losses, China EV market competition, Xiaomi SU7 refresh, Tesla Model 3 China competition, large electric SUV market China, NIO earnings 2026, Li Auto earnings results, BYD SUV lineup, Chinese automakers global expansion, EV industry transformation, Beijing Auto Show EV news ______ ⏱️ YouTube Chapter Timestamps 00:00 Intro and episode overview 01:10 Honda’s $15.7B EV write-down explained 03:30 Porsche profit collapse and China sales decline 05:40 Volkswagen Group earnings and EV investment impact 08:20 NIO earnings and growth targets for 2026 12:00 Li Auto earnings and strategy reset 15:00 Explosion of large electric SUVs in China 18:30 Why Xiaomi’s SU7 refresh could challenge Tesla Model 3 22:00 Tesla’s product strategy and lack of refreshes 25:30 The coming SUV battle in China’s EV market 29:00 Canada opening the door to Chinese EV imports 33:00 Partnerships between Chinese and Western automakers 36:30 Future of global EV competition 38:30 Wrap-up and final thoughts Support the show

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  • March 10 · 39 min

    NIO Just Hit a Major EV Milestone — And the Global Auto Industry Should Pay Attention | Episode #237

    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 startup movement, the milestone represents both redemption and a new beginning. The hosts also unpack a series of industry-shaking developments: Rumors of potential Xiaomi–Ford and Geely–Ford collaborations Canada’s evolving EV policy and the implications for Chinese automakers entering North America The ongoing EV price war in China and how it’s reshaping the global auto market Tu and Lei explain why Chinese automakers are rapidly becoming global competitors — not just through vehicle exports, but through technology partnerships, battery supply chains, and software ecosystems. The conversation also highlights the next wave of EV competition: affordable electric vehicles. Rivian’s highly anticipated R2 SUV, Ford’s upcoming EV platform, and the Chevrolet Equinox EV could become critical in determining whether U.S. automakers can compete against Chinese EV makers in the next decade. The episode concludes with a look at China’s fast-changing regulatory environment — from new vehicle safety rules to battery technology innovation — and why the Beijing Auto Show could reveal the next major shift in the EV industry. From battery swapping and profitability milestones to geopolitical trade dynamics and the future of affordable EVs, this episode captures a moment when the global auto industry is rapidly transforming. 🔑 SEO Keywords (for description and podcast search) China EVs & More, Tu Le, Lei Xing, NIO profitability milestone, NIO battery swap network, China EV startups, Xiaomi Ford partnership rumor, Geely Ford collaboration, EV price war China, global EV competition, Rivian R2 electric SUV, affordable EV market, EV industry trends 2026, Chinese automakers global expansion, BYD EV competition, battery swapping technology, EV innovation China, Beijing Auto Show EV news Support the show

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