Episode #215 - June Sales, Baidu Apollo Rental Service, Whoâs Coming After the Model Y
In this episode of China EVs & More, Tu and Lei dive into the latest from Chinaâs fast-moving EV market. They explore the intense price war thatâs reshaping the industry, why Teslaâs Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYDâs dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90âs high-stakes debut, Xpengâs EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify