China EVs & More

Tu Le & Lei Xing
  • 5.0 (17)
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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. 12/29/2025

    Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most

    In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry.   With subsidies set to expire in 2026, November marked the real start of China’s year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China. The hosts explain why Xiaomi’s YU7 and SU7 have proven unusually resilient, how XPeng’s AI-first strategy is paying off, and why Leapmotor and Geely are now knocking on the million-unit club—a threshold that even legacy premium brands have failed to reach in China. They also tackle the bigger strategic question facing Western automakers: Is it still worth competing in China? Tu and Lei argue that China remains irreplaceable as the world’s largest single passenger-vehicle market—and that exporting from China, leveraging local tech partners, and embracing “China-for-China” design is no longer optional. The episode closes with a deep discussion on embodied AI, smart glasses, silicon strategy, and why companies like Xiaomi, XPeng, and Li Auto are no longer just carmakers—but ecosystem builders trying to define the future of mobility. Insightful, data-driven, and grounded in real market dynamics, this episode explains why 2026 may be the most decisive year yet for both Chinese EV leaders and global legacy automakers. ___ 🔑 SEO Keywords China EVs & More, China EV sales November, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi EV sales, YU7 SUV, SU7 sedan, XPeng AI strategy, Leapmotor sales growth, Geely EVs, NIO sales rebound, BYD sales slowdown, Li Auto decline, Tesla China sales, China EV subsidies ending, EV price war China, Chinese EV exports, million unit EV club, China auto market outlook, global EV competition, legacy automakers China, China for China strategy, embodied AI cars, smart glasses automotive, EV silicon strategy, future of mobility China ___ Tags China EVs & More, China EVs, China EV market, Chinese EVs, EV sales China, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi EV, Xiaomi YU7, Xiaomi SU7, XPeng, XPeng AI, Leapmotor, Geely Auto, NIO, BYD, Li Auto, Tesla China, China EV sales November, China auto industry, EV price war, EV subsidies China, Chinese EV exports, global EV market, electric vehicles, autonomous vehicles, robotaxi China, embodied AI, automotive AI, smart vehicles, EV silicon, legacy automakers China, China for China strategy, future of mobility, EV industry analysis, automotive podcast, EV podcast, mobility podcast

    40 min

  2. 12/29/2025

    Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs

    In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world.   The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian’s approach represents real leadership or simply entry into the top tier. From there, the conversation expands to L4 autonomy momentum: WeRide launching passenger rides with Uber in Dubai, Mercedes partnering with Momenta in Abu Dhabi, and Waymo accelerating multi-city deployments while publishing safety data others still keep opaque. Tu and Lei also tackle the LiDAR vs. vision debate, Volkswagen’s unusual dual bet on Rivian (US) and XPeng (China), and why silicon strategy—not just batteries—will decide winners. The discussion closes with affordability: why 300-mile EVs under $40K are existential for Western OEMs, and why China’s cost structure makes that challenge unavoidable heading into 2026. Candid, comparative, and forward-looking, this episode explains why autonomy and AI—not just electrification—will define the next phase of the global auto industry. ___ 🔑 SEO-Friendly Keywords  China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Rivian Autonomy AI Day, Rivian R2, Rivian silicon strategy, personal L4 autonomy, autonomous vehicles China, robotaxi expansion, WeRide Uber Dubai, Mercedes Momenta Abu Dhabi, Waymo expansion, LiDAR vs vision, RoboSense LiDAR, Hesai LiDAR, XPeng autonomous driving, NIO smart EVs, Li Auto embodied AI, Volkswagen Rivian partnership, Volkswagen XPeng partnership, affordable EVs 2026, 300 mile EVs, global EV competition, future of mobility ___ Tags China EVs & More, China EVs, Tu Le, Lei Xing, Sino Auto Insights, Rivian, Rivian AI Day, Rivian R2, autonomous vehicles, robotaxi, WeRide, Uber robotaxi, Waymo, Mercedes Momenta, XPeng, NIO, Li Auto, Volkswagen Rivian, Volkswagen XPeng, LiDAR vs vision, RoboSense, Hesai, EV silicon, affordable EVs, 300 mile EV, future of mobility, EV autonomy, global auto industry, China vs US EVs

    41 min

  3. 12/29/2025

    Episode #231 - 2025 In Review

    Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.   From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers. They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO’s long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026. The episode also revisits major inflection points:  • Chinese EV exports flooding Europe, Latin America, Russia, and the UK  • The beginning of an exported price war  • Robotaxis moving from pilots to real commercial expansion  • Why average vehicle prices topping $50,000 in the U.S. is unsustainable  • How geopolitics, tariffs, and supply chains reshaped strategy  • Why 2026 could be the year autonomy truly breaks through Candid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next. ⸻ 🔑 SEO Keywords China EVs & More, China EV year end review 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD global expansion, BYD exports 2025, XPeng growth 2025, Geely Zeekr privatization, NIO battery swapping road trip, Chinese EV exports Europe, Chinese EV exports Latin America, EV price war China, EV price war Europe, robotaxi expansion 2025, Waymo expansion, Baidu Apollo robotaxi, WeRide Uber partnership, Pony.ai autonomous driving, AV commercialization 2026, global EV market outlook, China auto industry 2025, EV tariffs and geopolitics, autonomous vehicles China vs US, CES 2025 China EVs, Shanghai Auto Show 2025, IAA Mobility Munich China EVs, World Car of the Year BYD, Stella Li World Car Person of the Year ⸻ Tags China EVs & More, China auto industry, Chinese EVs, EV market 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD, XPeng, NIO, Geely, Zeekr, Li Auto, Leapmotor, Xiaomi EV, Huawei HIMA, AITO, EV exports, Chinese EV exports, EV price war, global EV market, electric vehicles, autonomous vehicles, robotaxi, Waymo, Baidu Apollo, WeRide, Pony.ai, battery swapping, NIO battery swap, CATL, CES 2025, Shanghai Auto Show, IAA Mobility Munich, EV geopolitics, future of cars

    1h 17m

  4. 12/02/2025

    Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven

    China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃 Tu & Lei break down Li Auto’s shocking Q3 collapse, CEO Li Xiang’s pivot to “embodied AI,” and why the brand is losing momentum to Xiaomi, XPeng, NIO, and Huawei-backed models.   We analyze XPeng’s aggressive 2025–26 EREV + BEV rollout, including seven new models and its “super range extender” strategy, plus the deepening Turing chip adoption and XPeng’s personal L4 + RoboTaxi ambitions. Then we dive into the Guangzhou Auto Show, Huawei’s expanding HIMA ecosystem, the launch of new Yijin and Qijin brands, and how Huawei QianKun ADAS is quickly spreading across Nissan, Audi, GAC, Toyota, and more. We close with NIO’s Q4 breakeven challenge, Firefly’s global potential, Stellantis–Leapmotor tensions in Latin America, and updates on Waymo, Zeekr RT, Aito M5, robotaxis, and physical AI’s impact on factory jobs. Insightful, energetic, and brutally candid — your weekly download on the global EV and mobility power shift. 🕒 Timestamps / Chapters00:00 – Intro & Thanksgiving kickoff 01:30 – Li Auto’s disastrous Q3: losses, Mega fire fallout & EREV reset 03:30 – Li Xiang goes “embodied AI” + M100 chip vision 05:30 – Li Auto’s 2026 L-Series refresh & Russian Doll design rethink 07:50 – “Who’s hot, who’s not” — Xiaomi, XPeng, Leapmotor surge 08:30 – XPeng’s 7-model onslaught: BEV + EREV + L4 plans 10:10 – XPeng Turing chip, humanoid robot & L4 Robo versions 12:00 – Physical AI: robots, automation & factory disruption 15:10 – NIO earnings: Q4 breakeven, SG&A burn & ES8/Onvo push 16:50 – Firefly’s growing overseas role & NIO’s three-brand prioritization 19:30 – Leapmotor–Stellantis expansion and emerging market friction 21:00 – Xiaomi’s immunity to PR crises & massive user base advantage 23:00 – “Five to ten years to know the winners” — William Li’s marathon analogy 24:00 – New brands at GZ Auto Show: Yijin, Qijin & Huawei’s expanding influence 28:00 – Huawei QianKun ADAS spreads to Nissan, Audi, Toyota 30:00 – AV/ADAS wars: Momenta, Horizon, DeepRoute rising 32:00 – LiDAR drama: Hesai vs RoboSense & chaos in the lidar space 35:00 – Robotaxis: WeRide–Uber launch, Pony & LA/SD growth 37:00 – Tu drives the Aito M5 in California 38:00 – Waymo coverage expands: airports + 2026 Detroit launch 42:00 – Zeekr RT issues & Tesla vs Waymo RoboTaxi paths 47:00 – AV startups struggle: Haomo AI collapse & Great Wall pivot 50:00 – GM “Game of Thrones”: executive shakeups & culture reset 53:00 – Volkswagen speeds up China dev cycles & exports back out 55:00 – Audience Q&A & Thanksgiving wrap 🔑 SEO KeywordsLi Auto Q3 earnings, Li Auto M100 chip, Li Auto embodied AI, XPeng EREV, XPeng super range extender, XPeng Turing chip, XPeng humanoid robot, XPeng RoboTaxi, NIO Q4 breakeven, Firefly EV brand, Leapmotor Stellantis partnership, Huawei HIMA, Huawei QianKun ADAS, Yijin brand, Qijin brand, GAC, Dongfeng, Guangzhou Auto Show 2025, Momenta ADAS, Horizon Robotics, DeepRoute, Hesai lidar, RoboSense lidar, WeRide Uber robotaxi, Pony.ai, Waymo San Jose airport, Zeekr RT6, Aito M5 US, Tesla FSD vs L4 China, Great Wall Haomo AI, BYD PHEV sales, China EVs & More, Sino Auto Insights, Tu Le, Lei Xing, China EV news 2025

    1h 4m

  5. 11/25/2025

    Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock

    In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond.   Xiaomi’s YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China’s most competitive EV segment. Meanwhile, Tesla’s domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure. The hosts also unpack XPeng’s viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip’s rising importance, and XPeng’s “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker. On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty. _____________________ They also hit: 🚗 China’s EV sales still climbing globally despite misleading “EV slump” narratives ⚠️ Li Auto’s Mega fire, quality issues & employee discipline fallout 🔥 Another Xiaomi fire incident and the scrutiny on China-speed development 🧠 Volkswagen’s growing reliance on XPeng + Rivian for AD and software 🛰️ XPeng eVTOLs, land aircraft carriers, and new robotics demos 🔋 CATL’s stunning 1,122 GWh of battery output YTD 📉 Tesla incentives in the U.S. as Q4 softness appears 🛠️ Battery-swap wars: CATL Choco-Swap vs NIO’s network 📈 NIO surging past XPeng in monthly deliveries inside China Fast-paced, brutally honest, and packed with first-hand insight — this episode explains the power dynamics shaping EVs, autonomy, supply chains, and the global auto industry’s next decade. _____________________ Chapters: 00:00 Introduction to the EV Landscape 02:08 October Sales Insights 06:03 Global EV Sales Trends 08:36 GM's Supply Chain Strategy 12:36 Challenges in Reshoring Supply Chains 14:31 Volkswagen's Chip Strategy 20:31 Xpeng's AI Day Highlights 25:19 The Launch of LS9 and Its Features 26:52 The Evolution of Chinese Flagship Vehicles 28:04 Understanding the Tuhao Culture in China 29:14 Recent Events and Quality Issues in the Automotive Industry 31:16 The Rise of Autonomous Vehicles and Global Expansion 34:28 Insights from the Florida Autonomous Vehicle Summit 36:29 The Competitive Landscape of Autonomous Driving 39:33 The Future of Autonomous Vehicles and Market Trends 43:51 NEO vs. XPeng: A Shift in Market Dynamics _____________________ 🔑 SEO Keywords China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi YU7 sales, Tesla China October 2025, XPeng AI Day, XPeng Iron Lady robot, XPeng Turing chip, RoboTaxi China, GM de-China supply chain, Nexperia chip crisis, CATL battery output, Li Auto Mega fire, NIO monthly deliveries, BYD EV exports, EV sales China, global EV demand, battery swap CATL Choco, NIO swap station Europe, Volkswagen XPeng partnership, Rivian VW software, Tesla pricing China, EV incentives 2025, China NEV market

    53 min

  6. 11/03/2025

    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. Chapters 02:16 Halloween Reflections and Market Concerns 05:04 Li Auto's Recall and Safety Issues 08:00 Financial Performance of Major Automakers 11:03 Competitive Landscape in the EV Market 13:49 Restructuring of German Automakers 16:46 Insights from the Reuters Conference 19:59 Level 4 Autonomy and Future Trends 30:03 The Evolution of Autonomy 34:50 Mapping the Future of Autonomous Vehicles 39:51 Marketing Strategies in a Multicultural Landscape 44:31 Consumer Data Privacy and Trust 54:08 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 min

  7. 10/27/2025

    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 declines Smart, fast-paced, and unfiltered — this episode connects the dots between geopolitics, tech disruption, and the global EV power shift. 🔑  SEO Keywords China 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 #️⃣  Tags ChinaEVs & More, ChinaEVs, Stellantis, CarlosTavares, Volkswagen, XPeng, Rivian, GM, EscaladeIQ, CATL, BYD, Tesla, NIO, LiAuto, XiaomiSU7, EVRoadmap, AutonomousDriving, BatteryTech, EVSupplyChain, ChinaAuto, TuLe, LeiXing, SinoAutoInsights, GlobalMobility

    52 min

  8. 10/14/2025

    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. ___ 🔑 Keywords China 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 Landscape 02:43 NIO Day and Market Dynamics 06:58 Involution and Market Challenges 10:09 Global Market Trends and Protectionism 13:22 Corporate Strategies and Price Wars 16:27 Industry Perspectives and Future Outlook 19:49 Automotive News and Events 23:15 Insights from the Automotive News Congress 27:48 Geopolitical Impacts on the EV Market 37:10 Conclusion and Future Discussions

    39 min
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5
out of 5
17 Ratings

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 - 2025
  • Episodes
    237
  • Rating
    Clean
  • Copyright
    © 2025 China EVs & More
  • Show Website
    China EVs & More

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