China EVs & More

• Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift

  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 insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercedes-Benz USA had to say about current challenging environment — plus takeaways from Ganesh Iyer of NIO USA. The hosts also discuss how Chinese tech players like Xiaomi and Geely are resetting global expectations, why CATL’s battery dominance will continue for the next decade, and what the West must learn from China’s hyper-competitive EV market.Chapters02:16 Halloween Reflections and Market Concerns05:04 Li Auto's Recall and Safety Issues08:00 Financial Performance of Major Automakers11:03 Competitive Landscape in the EV Market13:49 Restructuring of German Automakers16:46 Insights from the Reuters Conference19:59 Level 4 Autonomy and Future Trends30:03 The Evolution of Autonomy34:50 Mapping the Future of Autonomous Vehicles39:51 Marketing Strategies in a Multicultural Landscape44:31 Consumer Data Privacy and Trust54:08 The Future of Battery Technology_____Stay tuned for sharp analysis on involution, layoffs at GM, brand marketing shifts, and how the next generation of EVs from Mercedes, Hyundai, and NIO will shape 2026.Companies & Topics Discussed:BYD | Li Auto | CATL | Porsche | Mercedes-Benz | Volkswagen Group | Audi | BMW Group | Beijing Hyundai | NIO | Xiaomi | Geely | Luxeed | DJI | Momenta | FinDreams | Rivian | Lucid | Stellantis | Uber | Nvidia | GM | Honda | Apple | AESC | Gotion | Calb

  --------  

  57:23

  --------

  57:23
• Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot

  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 crisis, which has idled factories and exposed just how dependent global OEMs are on Chinese-owned supply chains.Then the conversation turns to China’s new SAE roadmap 3.0, outlining a sweeping plan through 2040 — including 80 % NEV adoption, peak carbon by 2028, and 70 % of new cars achieving Level 3–4 autonomy by 2035. Tu and Lei discuss what that means for Tesla, GM, VW, XPeng, and BYD, and why Western automakers still underestimate China’s speed and discipline.They also hit:⚙️ GM’s “Tech Day” and its Level 3 Escalade IQ launch — is Detroit finally catching up?🏭 Volkswagen’s XPeng and Rivian alliances — lifeline or identity crisis?🔋 CATL’s record 1,122 GWh battery output and Q3 earnings🔥 The Li Auto MPV and Xiaomi SU7 fire controversies — and what they reveal about China’s speed vs safety trade-off📈 NIO’s 40 K per-month production push and China’s Q4 sales surge🚙 Why GM and Ford remain profitable in China despite sales declinesSmart, fast-paced, and unfiltered — this episode connects the dots between geopolitics, tech disruption, and the global EV power shift.🔑  SEO KeywordsChina EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Stellantis breakup, Carlos Tavares book, Nexperia chip crisis, Wingtech ownership, China SAE roadmap 3.0, China EV 2040 targets, Level 4 autonomous driving China, GM Tech Day, Escalade IQ ADAS, Volkswagen XPeng partnership, Rivian VW deal, CATL battery output, Li Auto MPV fire, Xiaomi SU7 incident, NIO production 2025, Tesla China EV sales, EV policy China, global EV supply chain, rare earth restrictions, EV price war Europe#️⃣  TagsChinaEVs & More, ChinaEVs, Stellantis, CarlosTavares, Volkswagen, XPeng, Rivian, GM, EscaladeIQ, CATL, BYD, Tesla, NIO, LiAuto, XiaomiSU7, EVRoadmap, AutonomousDriving, BatteryTech, EVSupplyChain, ChinaAuto, TuLe, LeiXing, SinoAutoInsights, GlobalMobility

  --------  

  51:30

  --------

  51:30
• Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily

  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 Launch & “Cadence” Shift – Chinese EV brands adopt Tesla-style instant launch-and-deliver strategies.📉 Reuters “Tailspin” Report on China’s Auto Industry – a deep look at overcapacity, price wars, and government pressure on OEMs and suppliers.🏦 Policy Tightening & New MIIT Safety Rules – China moves to rein in involution and strengthen ADAS and connected-vehicle safety standards.🌏 Export Shifts & Tariff Pressures – Mexico mulls higher duties, Canada goes zero, and Chery faces possible exit from Russia ahead of its Hong Kong IPO.⚙️ BYD Targets 5 Million Units – non-price cut discounts and supplier-payment pledges amid a challenging Q4.🧠 ADAS & Chip Wars Update – Momenta, Horizon Robotics, and Nvidia square off as Chinese and German OEMs race to catch up.🇩🇪 Munich & Detroit Takeaways – Tu’s Automotive News Congress panel, Hyundai Chairman Chung’s appearance, and why U.S. leaders still underestimate Chinese EVs.👉 Get Tu and Lei’s front-line insight on where China’s EV industry is headed next — and what Western automakers need to learn fast.___🔑 KeywordsChina EVs, China NEVs, NIO Day 2025, NIO ES8, Li Auto i6, Li Auto i8, BYD sales forecast, XPeng, Xiaomi SU7, Chery IPO, Chery Omoda, BYD exports, Reuters China EV tailspin, China auto overcapacity, EV price war, China ADAS policy, MIIT safety rules, Momenta ADAS, Horizon Robotics, Nvidia H20, Chinese EV exports, Mexico tariffs, Canada EV policy, Automotive News Congress, Hyundai Chung, Tu Le, Lei Xing, Sino Auto Insights Podcast, China EV podcast, EV market analysis.___Chapters:00:00 Introduction to the EV Landscape02:43 NIO Day and Market Dynamics06:58 Involution and Market Challenges10:09 Global Market Trends and Protectionism13:22 Corporate Strategies and Price Wars16:27 Industry Perspectives and Future Outlook19:49 Automotive News and Events23:15 Insights from the Automotive News Congress27:48 Geopolitical Impacts on the EV Market37:10 Conclusion and Future Discussions

  --------  

  38:45

  --------

  38:45
• Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play

  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 cements its role as China’s global mass-market powerhouse. Meanwhile, Li Auto stalls, XPeng and NIO regain momentum, and legacy brands from Audi to Ford scramble to stay relevant in China’s hyper-competitive market.They also hit:🚙  BYD’s 53 % export mix and rising protectionism in Russia and Mexico🔋  Leapmotor’s 2026 roadmap and Stellantis licensing play📈  Chery’s Jaecoo, Omoda and Jetour brands expanding in Europe⚙️  Li Auto’s i6 launch vs XPeng’s profit push🏁  Ford’s Bronco EREV for China and Audi’s image reboot💬  Why Western OEMs must match China’s speed and discipline to competeInsightful, fast-moving, and grounded in on-the-ground reporting — this is your weekly download on how China’s EV revolution is transforming the global auto industry.___Chapters:00:00 Introduction to the Podcast and Hosts02:17 Current Trends in EV Sales04:37 Market Dynamics and Competitive Landscape07:18 Focus on Leap Motor and BYD10:09 Li Auto's Strategy and Challenges12:31 Legacy Brands and Their Adaptation15:08 Cherry's IPO and Historical Context17:36 Cherry's Global Strategy and Market Positioning27:33 The Price War in the Automotive Industry29:23 Quality Improvements in Chinese Automakers31:13 Manufacturing Complexity and Market Adaptation33:00 Challenges in Product Iteration and Consumer Demand35:58 Global Competitiveness and Market Dynamics38:35 The Future of BYD and Market Competition44:14 International Expansion and Regulatory Challenges45:49 Audience Engagement and Future Discussions___ Keywords:China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, BYD exports, BYD sales 2025, Leapmotor Stellantis partnership, Chery IPO Hong Kong, Chery Jaecoo Omoda, Chery Jetour iCar, Li Auto i6 sales, XPeng growth 2025, NIO L60 factory F2, Volkswagen XPeng CEA platform, Ford Bronco EREV China, Buick Electra L7 launch, Audi E5 Sportback China, Tesla China sales, EV price war Europe, Chinese EV exports Latin America, Mexico tariffs China EVs, Russia auto imports, EV manufacturing China 2026

  --------  

  57:30

  --------

  57:30
• Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage

  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 game, and what the next-gen CLA, iX3 Neue Klasse, and MEB Plus platforms must prove in 2026.They also hit:🔋 China’s Golden Week charging surge (123 M kWh)🚙 Tesla’s “de-contented” Model 3 & Y vs GM’s $29K Bolt 2027⚙️ New Chinese energy-efficiency rules🤖 Lyft × NVIDIA × TensorAuto’s “personal AVs”🔬 Solid-state battery breakthroughs & CATL’s skateboard playInsightful, fast-moving, and packed with data & industry-insider perspectives — all in under an hour. Your weekly download on the global EV power shift.  ___Chapters:00:00 Introduction to the China EV Landscape01:46 Challenges for German Automakers in China08:13 Tesla vs. BYD: The EV Sales Race10:30 Impact of Chinese EVs on Global Markets13:53 Charging Infrastructure and Consumer Behavior17:29 New Energy Efficiency Regulations in China22:16 Tesla's Decontented Model 3 and Model Y Launch24:25 Tesla's Market Dynamics in China27:33 The Impact of New EV Models29:41 Battery Technology Innovations32:14 The Future of Autonomous Vehicles34:34 Car Buying Adventures and Market Trends36:31 Battery Swapping and Industry Insights___Key words:China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, China EV news 2025, Volkswagen Group China, VW BEV sales drop, Mercedes China sales, Porsche China sales, BMW profit warning, BYD UK sales, BYD Germany sales, BYD global expansion, Tesla Model 3 decontented, Tesla Model Y trim, GM Bolt 2027, GM LMR battery, CATL skateboard platform, NIO Gen 5 swap station, solid-state battery China, Lyft NVIDIA TensorAuto, EV price war Europe, China charging network, energy efficiency policy China, EV subsidies China 2026

  --------  

  48:25

  --------

  48:25

Fler podcasts i Näringsliv

Trendiga poddar i Näringsliv

Om China EVs & More