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

  1. 2 days ago

    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 ambitionsTopics: 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

  2. 3 days ago

    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 ChinaIs 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

  3. 4 days ago

    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 ChinaIs 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

  4. 10 Aug

    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

  5. 28 Jul

    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 ventureWhy Spain is becoming Europe's next automotive hubMercedes-Benz and the Connected Vehicle Security ActVolkswagen's growing reliance on Chinese technologyHorizon Robotics and Volkswagen's AI partnershipTesla's latest earnings and shrinking marginsChina's increasingly competitive EV marketBYD's global ambitionsWhy more legacy automakers are partnering with Chinese companiesWhat this means for Europe, North America and the future of global manufacturingIf 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

  6. 28 Jul

    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

  7. 28 Jul

    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 KeywordsChina 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

  8. 23 Jul

    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 expandingBYD's bold 2030 ambitions—and whether they're realisticVolkswagen's restructuring and what it means for the future of legacy autoThe growing rivalry between NIO and Li AutoGM Energy and the next phase of EV infrastructureWhy China's EV leaders are entering a completely different phase of competitionIf 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 KeywordsChina 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 Timestamps00:00 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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About

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

Information

  • Creator
    Tu Le & Lei Xing
  • Years Active
    2021 - 2026
  • Episodes
    264
  • Rating
    Clean
  • Copyright
    © 2026 China EVs & More
  • Show Website
    China EVs & More

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