174 episodes

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

China EVs & More Tu Le & Lei Xing

    • Technology
    • 5.0 • 13 Ratings

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

    Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception

    Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception

    Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all means. They move onto the latest partnership announcement between JLR and Chery and how this falls in line with Stellantis and Volkswa...

    • 44 min
    Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated

    Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated

    Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt of those retaliatory measures. Lei then moves the conversation over to Tu's EV car rental for his trip to California and Tu talks in detai...

    • 51 min
    Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation

    Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation

    Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands full in the China market and is NOT the clear leader once it finally launches.The topic moves over to all the recent news from automakers about ...

    • 39 min
    Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks

    Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks

    This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to keep the factory running and keep factory utilization high.They then also scrutinize Li Auto's original aggressive 2024 sales forecast and ho...

    • 35 min
    Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China

    Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China

    Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns into a broader discussion about their products, how they're suited (or not) to foreign markets and how said products could possibly perform ou...

    • 38 min
    Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)

    Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)

    First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen.For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent driving system called X-NGP. The purpose of the trip was to test the X-NGP system and get a feel for the charging infrastructure in China.&nbsp...

    • 1 hr 12 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

Reb Reaville ,

Always great

I listen to get insight into the China EV market and how it impacts the rest of the world. Both Tu and Lei present evidence based information from an experts perspective. Love the sense of humor, the understanding of the OEM auto-companies, and the pace and ambition of Chinese EV companies. Keep it coming. I don’t miss a single episode.

madMIKE313 ,

THE Experts on the Most Disruptive EV Market

Nobody outside of China know more about the hyper-competitive China EV/NEV market. Tu and Lei should be mandatory listening for auto executives around the world - and if you’re a casual car fan, Tu does a great job of pausing periodically to explain acronyms and references to earlier news so you’ll understand all the stories.

Mb345679 ,

Awesome

I listen to this podcast regularly to learn more about the EV industry and highly recommend it. Tu and Lei are extremely knowledgeable and their analysis is engaging, thoughtful and deeply informed. Recommend this for anyone interested in learning more about the EV industry in China and beyond.

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