China EVs & More

Tu Le & Lei Xing
  • 5.0 (17)
  • TECHNOLOGY
  • UPDATED WEEKLY

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. 4D AGO

    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 collaborationsCanada’s evolving EV policy and the implications for Chinese automakers entering North AmericaThe ongoing EV price war in China and how it’s reshaping the global auto marketTu 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

    40 min

  2. 5D AGO

    Tesla’s China Problem Just Got Bigger — Xiaomi & BYD Are Taking Over | Episode #238

    In this episode of China EVs & More, Tu Le and Lei Xing break down the latest developments in the global EV industry as 2026 begins — including the evolving competition between Tesla, Xiaomi, BYD, and other Chinese automakers.   January sales numbers from China reveal a complex picture. Xiaomi’s YU7 SUV surged to become the best-selling vehicle in China across all powertrains, while Tesla’s domestic demand appears to be weakening as more vehicles produced in Shanghai are exported overseas. Tu and Lei analyze what this means for Tesla’s strategy in China and why export growth can mask softness in the world’s largest EV market. The discussion also explores the ongoing EV price war in China, where ultra-low financing offers and aggressive discounting are putting pressure on automakers’ margins and long-term profitability. As the hosts explain, China’s EV market has entered a new phase where companies must fight not just for growth — but for survival. The episode then shifts to the future of EV technology and battery innovation. With BYD continuing to push fast-charging infrastructure and next-generation batteries, the hosts debate whether ultra-fast charging could eventually make battery swapping less relevant outside China. Finally, Tu and Lei turn to the North American EV market. With Rivian’s highly anticipated R2 SUV, Ford’s upcoming affordable EV platform, and Tesla’s continued dominance with the Model Y, the next few years may determine whether U.S. automakers can remain competitive as Chinese EV manufacturers expand globally. From battery innovation and pricing wars to global expansion strategies, this episode offers a clear look at how China EV Inc. continues to reshape the global auto industry. 🔑 SEO Keywords (for description and podcast search) China EVs & More, Tu Le, Lei Xing, Xiaomi YU7 sales China, Tesla China demand decline, BYD fast charging battery tech, China EV price war, Chinese electric vehicles global expansion, EV market China 2026, Rivian R2 review discussion, Ford affordable EV platform, battery swapping vs fast charging, Chinese EV exports, EV competition Tesla vs China, global EV industry trends, electric vehicle market analysis

    48 min

  3. 5D AGO

    Chinese EV Tech Is Powering Western Cars Now — The Auto Industry Just Changed | Episode #239

    In this episode of China EVs & More, Tu and Lei unpack a rapidly changing global automotive landscape where Chinese EV technology is increasingly powering the future of the industry — even outside China.   The discussion begins with a major shift: European and global automakers are increasingly adopting Chinese EV platforms, batteries, and autonomous driving technology. Stellantis is now exploring LeapMotor technology for Europe, Ford is integrating Chinese battery tech into its upcoming affordable EV, and even German brands are leaning heavily on China to stay competitive. Tu and Lei argue that “China for China” has evolved into “win in China to win globally.” German automakers remain deeply dependent on China for growth, while American automakers face a different challenge: how to remain competitive as Chinese innovation accelerates. The episode also dives deep into the global autonomous vehicle race. Waymo continues scaling robotaxi operations across multiple cities, while Baidu, Pony.ai, and WeRide expand internationally and rapidly accumulate real-world autonomous miles. Meanwhile, new players like Wayve are emerging as potential challengers in the autonomy software space. The hosts explore whether Tesla’s robotaxi ambitions can disrupt the existing ecosystem — and why platform players like Uber could ultimately become the dominant intermediaries in autonomous mobility. Finally, Tu and Lei reflect on the future of robotics, automation, and autonomous logistics — from robotaxis to autonomous snowplows, delivery robots, railcars, and even wheelchairs — raising an important question: will autonomy create abundance or major labor disruption? This episode captures a pivotal moment in the EV and autonomy revolution, where the competition is no longer about powertrains — it’s about technology ecosystems, speed of innovation, and global scale. 🔑 SEO Keywords China EVs & More, Tu Le, Lei Xing, Chinese EV technology, LeapMotor Stellantis partnership, XPeng Volkswagen partnership, EV technology China, Chinese automakers global expansion, robotaxi industry news, Waymo expansion, Baidu robotaxi, Pony.ai autonomous driving, WeRide AV technology, Wayve autonomous AI, Nvidia autonomous driving platform, EV competition global, China EV exports, autonomous vehicle market growth, Tesla robotaxi strategy, future of mobility, Sino Auto Insights, At The Wheel

    1 hr

  4. 5D AGO

    BYD’s 1500kW Charging Breakthrough — Tesla & the West Just Got a Wake-Up Call | Episode #240

    This week on China EVs & More, Tu and Lei break down one of the biggest developments of the year in the global EV industry: BYD’s massive technology reset and charging breakthrough.   Facing slowing domestic sales and intensifying competition in China’s brutal EV price war, BYD responded with a sweeping announcement: a second-generation Blade Battery, ultra-fast 1500 kW flash charging, and plans to build 20,000 ultra-fast charging stations to support it. The message was clear—BYD intends to stay ahead of rivals like CATL, Geely, and Tesla by pushing the technological frontier. Tu and Lei unpack what this means for China’s EV ecosystem, including how ultra-fast charging could challenge battery swapping models and reshape charging infrastructure globally. The episode also explores the widening gap between China’s hyper-competitive EV market and the West, where Tesla’s Model 3 and Model Y still dominate despite limited product updates. They discuss why Tesla remains the benchmark in autonomy and software—even as Chinese OEMs rapidly close the gap with AI-driven platforms and advanced ADAS systems. Other topics include: The scale of China’s EV price war and BYD’s strategy to regain momentum RoboSense becoming a major LiDAR supplier for BYD’s new vehiclesWhy legacy automakers are struggling to keep pace with Chinese EV innovationThe rise of ultra-affordable EVs like the Geely XingyuanAnd how EV ownership experiences differ dramatically between China and the United StatesWith Tu now on his second EV and Lei about to take delivery of his first Tesla Model Y, the hosts also share real-world perspectives on EV ownership, charging infrastructure, and autonomy features. Fast-moving, analytical, and sometimes provocative, this episode captures the moment when the EV industry’s center of gravity continues shifting toward China EV Inc. __________________________________________________________________________________________________ 🔑 SEO Keywords China EVs & More, BYD Blade Battery 2.0, BYD flash charging, BYD ultra fast charging, EV charging breakthrough, Tesla Model S discontinued, Tesla Model X discontinued, Tesla robotaxi strategy, Tesla FSD China approval, Xiaomi SU7 review, Chinese EV competition, EV price war China, robotaxi expansion China, Waymo vs Tesla autonomy, BYD vs CATL battery tech, RoboSense LiDAR BYD, Geely Xingyuan EV, EV affordability China, premium EV competition China, EV industry disruption

    55 min

  5. FEB 3

    Episode #236 - Tesla Kills Icons, China EVs Surge, and the Awards That Define the Year

    In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla’s strategic retreat from cars, China’s accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China EVs & More Awards - the EVies The episode opens with Tesla’s bombshell earnings call: the Model S and Model X are effectively retired, revenues decline for a second straight year, yet the stock rallies on promises of robotaxis, robotics, and AI abundance. Tu and Lei explain why Wall Street is betting on a future Tesla that is no longer a car company—and why China’s crowded robotaxi and robotics markets make that future far less certain than investors believe. They contrast Tesla’s promises with reality on the ground in China, where BYD, NIO, XPeng, Huawei, Geely, and Xiaomi are rapidly upgrading ADAS, launching new models, and redefining value. The discussion highlights how Western media is only now “discovering” vehicles like the Xiaomi SU7 and YU7, despite Chinese OEMs offering Model 3/Y-level features at half the price. The second half of the episode introduces the China EVs & More Awards, recognizing the companies, products, and people that defined the year—while exposing who fell behind. From Zombie Company of the Year to EV of the Year, the awards spark debate around survival, execution, and scale in the world’s most competitive auto market. The episode closes with a sober look at automation, delivery, labor displacement, and UBI, asking whether autonomy will ultimately create abundance—or social shock—across global mobility systems. Insightful, provocative, and data-driven, this episode explains why China EV Inc. is no longer the future—it’s the present. ___ 🔑 SEO-Friendly Keywords (for description / Apple Podcasts) China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Tesla earnings 2026, Model S discontinued, Model X discontinued, Tesla robotaxi strategy, Tesla FSD China, Xiaomi SU7, Xiaomi YU7, Chinese EV competition, EV price war China, robotaxi China, Waymo vs Tesla, BYD ADAS upgrade, NIO world model ADAS, Huawei autonomous driving, premium EV China, Porsche China collapse, battery swapping BAAS, EV awards China, Geely Xingyuan EV, Leapmotor growth, Momenta ADAS, Aito M9, Buick GL8 China ___ ⏱️ Chapter Timestamps (for YouTube description) 00:00 – Welcome & episode overview 01:10 – Tesla earnings shock: Model S & X phased out 03:00 – Tesla as a holding company, not a car company 05:20 – Why Wall Street still rewards Tesla 07:00 – FSD approval in China: promise vs reality 09:00 – China ADAS arms race: BYD, NIO, Huawei, XPeng 11:00 – Western media “discovers” Xiaomi EVs 13:00 – Why Chinese EV features cost half as much 15:10 – Robotaxis: Waymo vs Tesla vs China 17:00 – China EVs & More Awards intro 18:15 – Zombie Company of the Year: WM Motor 19:50 – Who Dis Award: Dreame 22:30 – Tech That Matters: Momenta 25:00 – Company That Needs a Hug: Porsche 27:20 – Flop of the Year: Li Auto i8 29:40 – Dark Horse of the Year: Leapmotor 32:10 – Comeback Kid: NIO ES8 35:00 – Executive of the Year: Zhu Jiangming (Leapmotor) 36:30 – Luxury Car of the Year: Aito M9 38:30 – MPV of the Year: Buick GL8 40:00 – SUV of the Year: Xiaomi YU7 41:40 – EV of the Year: Geely Xingyuan 44:00 – Automation, delivery & labor disruption 47:00 – UBI, AI abundance & social impact 49:00 – Final thoughts & call for audience input

    51 min

  6. JAN 26

    Episode #235 - Robotaxis Scale, Tesla Pushes FSD, and the Premium Auto Model Starts to Crack

    In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe.   The conversation opens with a surge of AV and robotaxi news: Tesla removing safety drivers in Austin, shifting FSD to a subscription model, and signaling potential approval in China and Europe; Waymo expanding into Miami; DiDi launching a new robotaxi platform in China; and large-scale robo-van ambitions from Mobileye–Volkswagen and Geely’s Caocao Mobility. Together, these moves signal that autonomy is no longer experimental—it’s scaling. Tu frames autonomy through four lenses: technology readiness, silicon and cloud stacks, regulatory approval, and societal impact, including job displacement and cost reduction through scale. While Tesla remains the benchmark, Chinese players like XPeng, Huawei, and Baidu are rapidly closing the gap—supported by a more permissive regulatory environment in China. The episode then pivots to a blunt assessment of the premium auto sector. Porsche’s collapse to ~42,000 units in China, deep price cuts from BMW and Mercedes, and the stark comparison between Porsche’s Macan EV and Xiaomi’s YU7 highlight how “premium” is being redefined by software, features, and price—not heritage. Tu and Lei argue that the high-margin glory days for German luxury brands are over, not just in China but globally, as Chinese OEMs demonstrate faster iteration, lower costs, and mass-market appeal—especially to younger and female buyers. The discussion closes with battery swapping (BAAS), cold-weather EV realities, and whether Chinese automakers could realistically build trust and scale in North America. Strategic, candid, and forward-looking, this episode explains why autonomy and affordability—not badges—will define the next era of the auto industry. ___ 🔑 SEO-Friendly Keywords (for description / Apple Podcasts) China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, autonomous vehicles 2026, robotaxi expansion, Tesla FSD subscription, Tesla autonomy China Europe, Waymo Miami, DiDi robotaxi, Mobileye Volkswagen robovan, Geely Caocao Mobility, XPeng autonomous driving, Baidu Apollo, AV regulation China, L3 L4 autonomy, Porsche China sales collapse, BMW China price cuts, Mercedes China sales, Xiaomi YU7, Porsche Macan EV China, premium EV market China, affordable EVs, battery swapping BAAS, NIO battery swap, future of mobility ___ ⏱️ Chapter Timestamps (for YouTube description) 00:00 – Welcome & episode overview 02:20 – January slowdown in China EV sales explained 02:45 – Tesla autonomy headlines & safety driver removal 04:10 – FSD approval talk in China & Europe 05:25 – Cannonball Run: Tesla zero-intervention drive 06:45 – Framing autonomy: tech, policy, jobs & scale 09:30 – Robotaxi expansion: Waymo, DiDi & China vs US 10:50 – Robo-vans at scale: Mobileye–VW & Geely plans 12:30 – Regulation: why China is moving faster on L3/L4 14:15 – Tesla vs Chinese AV players: closing the gap 16:10 – Porsche’s collapse in China 17:45 – Are the best days over for BMW, Mercedes & Audi? 18:30 – Macan EV vs Xiaomi YU7: a brutal comparison 20:30 – How China is redefining “premium” 22:15 – Renault’s China R&D model as a blueprint 24:00 – Pricing traps: halo cars & product cannibalization 26:00 – Volkswagen ID.ERA 9X and pricing pressure 28:00 – Margin compression & operating like a startup 30:15 – Cadillac, GM & Chinese tech partnerships 31:50 – Battery swapping & cold-weather EV realities 34:30 – BAAS in North America: why it’s hard 37:00 – Can Chinese brands win trust in the West? 39:30 – Audience Q&A 42:00 – Final thoughts & what’s n

    49 min

  7. JAN 19

    Episode #234 - Canada Opens the Door, China EVs Advance, and Legacy Automakers Face a Reckoning

    Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—and why this moment could trigger a chain reaction across the U.S., Mexico, and global auto markets.   Canada’s decision to allow up to 49,000 Chinese EVs at just 6.1% tariffs isn’t about volume—it’s about symbolism. Once the door opens, it rarely closes. The hosts explain why this move pressures the U.S. ahead of USMCA renegotiations, accelerates conversations around Chinese manufacturing in Canada, and raises the stakes for GM, Ford, and the German luxury brands already losing ground in China. The episode also breaks down 2025 China auto and NEV sales, showing a maturing but brutally competitive market where growth now comes from stealing share, not market expansion. With BYD, Geely, Chery, Leapmotor, and Huawei-backed brands targeting aggressive 2026 volumes, the pressure on legacy OEMs—especially BMW, Mercedes, Audi, and Porsche—has never been higher. Tu and Lei debate which Chinese OEMs are best positioned for Canada and eventually the U.S., why affordable EVs in the $30–40K range are the real battleground, and how price cuts of 10–25% by German brands reveal structural inefficiencies long masked by premium margins. Strategic, provocative, and deeply grounded in real data, this episode explains why North America just entered a new phase of the China EV story—and why the next 12–18 months may redefine the global auto industry. ___ 🔑 SEO-Friendly Keywords (for description / Apple Podcasts) China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Canada China EV trade deal, Chinese EVs Canada, Canada EV tariffs, USMCA renegotiation, Chinese automakers North America, BYD Canada, Geely North America, Chery EVs, Great Wall Motor EV, China auto sales 2025, China NEV sales, EV price war China, BMW China sales decline, Mercedes China sales, Porsche China collapse, affordable EVs North America, $30,000 EV, EV market maturity China, global auto competition, Chinese EV manufacturing Canada ___ ⏱️ Chapter Timestamps (for YouTube description) 00:00 – Welcome & episode overview 01:30 – Personal EV ownership pain: Hyundai IONIQ 5 breakdown story 05:55 – Breaking news: Canada–China EV trade truce explained 07:40 – Why 49,000 EVs matters more symbolically than numerically 09:30 – What this means for the U.S. & USMCA negotiations 11:30 – Could Chinese automakers build in Canada next? 13:45 – Which Chinese OEMs are best positioned for North America 16:10 – Canada vs U.S. consumer demand & EV affordability 18:50 – 2025 China auto & NEV sales breakdown 21:30 – A maturing market: growth vs market-share battles 24:10 – BYD, Geely, Chery & Leapmotor’s 2026 ambitions 27:10 – German automakers’ reckoning in China 30:20 – BMW & Mercedes price cuts expose margin pressure 33:15 – Porsche’s dramatic collapse in China 35:50 – Flagship EVs eating into German luxury sedans 38:20 – Why affordable EVs are the real global battleground 41:10 – Chinese speed vs legacy inefficiency 44:30 – Audience Q&A: unions, manufacturing & homologation 48:00 – Can Chinese EVs be driven into the U.S. from Canada? 51:30 – Final thoughts & what to watch next

    54 min

  8. JAN 13

    Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative

    Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics.   This episode unpacks why CES is no longer about cars, but about who controls the software, silicon, sensors, and robots that will define the next decade of mobility. From Geely and Great Wall’s growing U.S. ambitions, to Hyundai’s robot-only keynote, to Ford’s quiet but meaningful autonomy reset, the hosts connect dots that most headlines missed. Tu and Lei also break down the Geely “coming to the U.S.” scoop, Rivian-style AI days spreading to legacy OEMs, and why Western automakers are increasingly borrowing from China’s playbook—from ADAS and silicon strategy to embodied AI and robotics. The episode closes with a deep dive into autonomy’s three tracks (L2++, consumer L3/L4, and robotaxis), the growing importance of LiDAR scale, and why Donut Labs’ solid-state battery and in-wheel motor reveal could become a true industry disruptor—if it scales. Fast, candid, and packed with on-the-ground context, this episode explains why CES 2026 marked a turning point—and why the race is no longer just EVs vs ICE, but ecosystems vs incumbents. ___ 🔑 SEO-Friendly Keywords (for description / Apple Podcasts) China EVs & More, CES 2026 recap, Tu Le, Lei Xing, Sino Auto Insights, CES China EVs, Geely coming to the US, Geely CES announcement, Great Wall Motor CES, Rivian AI Day comparison, Ford autonomy announcement, Doug Field Ford, Hyundai Boston Dynamics robots, autonomous vehicles CES, robotaxis CES, Waymo CES, LiDAR scale China, RoboSense LiDAR, Hesai LiDAR, Donut Labs solid state battery, in-wheel motor EV, embodied AI cars, automotive AI, future of mobility, China auto industry 2026, EV autonomy roadmap

    48 min
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5
out of 5
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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
    245
  • Rating
    Clean
  • Copyright
    © 2026 China EVs & More
  • Show Website
    China EVs & More

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