Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC
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 intelligent driving technology, and the impact of recent accidents on the industry's marketing strategies. Additionally, they explore the role of Chinese tech companies in shaping the future of the automotive landscape and the significance of battery technology advancements.
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Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
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.
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43:25
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
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 advancements in eVTOL technology and the significance of new charging solutions in the market.Keywords:China, EVs, tariffs, trade, NIO, BYD, Tesla, eVTOL, Xiaomi, market dynamics
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Episode #204 - Bring Your Dollars â BYD, Tariffs, and the Global EV Shakeup
In this weekâs episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYDâs dominance. đšđłđđ„Topics covered:âą The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chainsâą BYDâs explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030âą The launch of the Yangwang U7 â a 1,300 hp luxury EV aiming squarely at the EQS and i7âą Why Germany and Japan may be the biggest losers in the evolving EV landscapeâą BYDâs export strategy and vertical integration masterclassâą Can Denza, Fang Cheng Bao, and Yangwang go premium inside and outside China?âą Plus: NIOâs financial pressures, Xiaomi SU7âs rise, and the EV arms race heating up globallyđ Subscribe for weekly insights on EVs, AVs, and the future of mobility.đŹ Sign up for Tu Leâs free newsletter: sinoautoinsights.substack.com#BYD #Tariffs #Tesla #EVs #ChinaAuto #YangwangU7 #AutoIndustry #NIO #XiaomiSU7 #Mobility
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Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
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. The conversation highlights BYD's innovative strategies and the potential impact on the global EV market. This conversation delves into the evolving landscape of the electric vehicle (EV) market, focusing on the implications of Full Self-Driving (FSD) pricing, advancements in charging infrastructure, and the latest earnings reports from key players in the industry. The discussion highlights the competitive strategies of companies like BYD and Tesla, their international expansion efforts, and the challenges faced by traditional automakers in adapting to the rapidly changing market dynamics.
Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the đšđłEV & mobility space that are sure to have effects on the đșđž and đȘđș regions. Specifically, Tu and Lei dissect the weekâs 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