China EVs & More

Tu Le & Lei Xing
  • 4.8 (19)
  • 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. 2d ago

    GM Finally Fights Back? Tesla's 5M Bet & China's Tech Takeover | China EVs & More #267

    GM is finally getting serious about AI, autonomous driving and faster vehicle development. But can it catch Tesla and China's rapidly evolving automakers? In Episode #267 of China EVs & More, Tu Le and Lei Xing break down General Motors' latest technology strategy, including next-generation Super Cruise, personal autonomy, OnStar AI, lithium manganese-rich (LMR) batteries and plans to cut vehicle development times dramatically. Meanwhile, Tesla is targeting 5 million vehicles of annual production capacity by 2030, raising major questions about Giga Shanghai, robotaxis, capital investment and future demand. We also discuss: 🚗 GM's technology reset: AI, centralized computing, software-defined vehicles and Sterling Anderson's influence 🤖 Tesla FSD vs. GM Super Cruise: Lei's firsthand driving experience and the race toward personal autonomy 💰 GM's share buybacks: Should more capital go toward engineering, AI and manufacturing? 🇨🇳 Volvo's China crisis: Q3 sales and revenue fall nearly 50% 🤝 Audi, Huawei & Bosch: Why European and Chinese automakers are exchanging technology partners 🇪🇺 AITO, XPeng & Geely: China's premium EV brands prepare for Europe 🔋 GM & Ford's LMR battery strategy: A potential alternative to Chinese battery supply chains ⚡ Tesla's 5M capacity target: Can Cybercabs and FSD subscriptions justify the investment? 🧠 Big Tech vs. legacy auto: Why AI, silicon and computing power could redefine automotive competitiveness GM has a roadmap. Tesla has enormous ambitions. Chinese automakers keep accelerating. Who can actually execute? 👇 Share your take in the comments and subscribe to China EVs & More for weekly firsthand analysis of EVs, AI, autonomous driving and the global automotive industry. Hosted by Tu Le of Sino Auto Insights and Lei Xing of AutoXing. Topics: GM, General Motors, Tesla FSD, Super Cruise, Tesla Robotaxi, Giga Shanghai, Volvo China, Audi Huawei, Bosch, AITO, LMR batteries, automotive AI, Chinese EVs. Keywords China EVs, Chinese EVs, General Motors, GM Forward, GM Super Cruise, GM personal autonomy, OnStar AI, Sterling Anderson, Tesla FSD, Tesla Robotaxi, Tesla Cybercab, Tesla Giga Shanghai, Tesla 5 million vehicles, Tesla earnings, GM earnings, GM share buybacks, lithium manganese rich batteries, LMR batteries, automotive AI, software defined vehicles, centralized computing, autonomous driving, Volvo China, Volvo earnings, Geely, Polestar, Audi China, Audi Huawei, AITO Bosch, Huawei automotive, XPeng Europe, Volkswagen China, Horizon Robotics, Chinese EVs Europe, global automotive industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Chapters 00:00 Welcome to China EVs & More #267 00:33 Volvo's China sales and revenue plunge 04:49 Audi appoints its first Chinese CEO 06:30 Audi, Huawei and Europe's changing China strategy 07:50 AITO chooses Bosch for Europe 09:20 Huawei's safety controversies and AITO's global ambitions 11:55 Mercedes, NVIDIA and the intelligent-driving race 15:21 Volkswagen's affordable EV strategy in China 18:24 Could Europe become China's next automotive export hub? 22:03 Tesla earnings: Robotaxis, FSD and China 24:41 Tesla's 5-million-vehicle capacity target 29:34 Can Tesla justify its massive manufacturing ambitions? 31:33 GM Super Cruise vs. Tesla FSD: Lei's firsthand review 35:17 GM Forward: OnStar AI, personal autonomy and LMR batteries 39:30 GM's centralized computing and faster development strategy 42:23 GM's $20B buyback debate and Sterling Anderson 46:28 Is Detroit's window to catch China closing? 49:06 Tesla vs. GM autonomy data and the Big Tech threat 53:15 NIO ES8 momentum and final thoughts Support the show

  2. Oct 21

    China's EV Giants Take Paris | BYD, XPeng, Tesla FSD & the AI Driving Battle | China EVs & More #266

    China's automakers made a major statement at the 2026 Paris Motor Show—and the competition is no longer just about electric cars. In Episode #266 of China EVs & More, Tu Le and Lei Xing share their firsthand takeaways from Paris, where BYD, Geely, XPeng, Li Auto, Leapmotor and other Chinese brands unveiled their latest European strategies, vehicles and intelligent-driving technologies. One of the biggest surprises? Lei experienced XPeng NGP, Tesla FSD and Momenta R7 on European roads—and found their driving performance remarkably similar. We also discuss: 🇫🇷 Paris Motor Show 2026: Why Chinese brands commanded so much attention⚡ BYD: ATTO 8 flash charging and plans for 3,000 European charging stations by the end of 2027🤖 XPeng vs. Tesla FSD vs. Momenta: The intelligent-driving battle moves to Europe🚗 Li Auto: European debut of the Li 6, with initial markets including Norway and the Netherlands🏭 Leapmotor & Stellantis: Local B10 production plans in Spain🌍 Geely, ZEEKR & LYNK & CO: Global expansion and European distribution🚕 AITO & Huawei: European ambitions and technology challenges🇪🇺 EU-China trade: PHEV quotas, tariffs and the shift toward local manufacturing🔥 Tesla Roadster vs. Porsche Mission S: Two very different approaches to automotive innovationAre Chinese automakers becoming Europe's next major automotive players—and can traditional OEMs keep pace with their technology, speed and global ambitions? 👇 Tell us what stood out to you, and subscribe to China EVs & More for weekly, firsthand analysis of the global EV, autonomous-driving and mobility industries. Hosted by Tu Le of Sino Auto Insights and Lei Xing. Topics: Paris Motor Show 2026, China EVs, BYD, XPeng, Tesla FSD, Momenta, Geely, ZEEKR, Li Auto, Leapmotor, autonomous driving, Chinese EVs Europe, EV charging, global automotive industry. KEY WORDS Paris Motor Show 2026, Paris Auto Show, Mondial de l'Auto, China EVs, Chinese electric vehicles, Chinese EVs Europe, BYD Europe, BYD flash charging, BYD ATTO 8, XPeng Europe, XPeng NGP, XPeng VLA 2.0, XPeng G9L, Tesla FSD Europe, Tesla FSD vs XPeng, Momenta R7, autonomous driving Europe, intelligent driving, Geely Auto, ZEEKR, LYNK & CO, Li Auto Europe, Li Auto Li 6, Leapmotor Europe, Leapmotor B10, Stellantis Leapmotor, AITO Europe, Huawei automotive, EU China EV tariffs, PHEV quotas, EV manufacturing Europe, Tesla Roadster, Porsche Mission S, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights COMPANIES / BRANDS DISCUSSED Companies and brands discussed: BYD, Denza, XPeng, Tesla, Momenta, Geely, ZEEKR, LYNK & CO, Li Auto, Leapmotor, Stellantis, AITO, SERES, Huawei, Chery, OMODA, JAECOO, GAC, AION, HYPTEC, Changan, Deepal, AVATR, Renault, Dacia, Volkswagen, Mercedes-Benz, Porsche, Volvo, Polestar, NVIDIA, Magna Steyr, Baidu, Pony.ai, QCraft, DeepRoute and WeRide. CHAPTERS 00:00 Welcome to China EVs & More #266 00:35 Paris Motor Show 2026: First impressions 01:45 How many Chinese brands were actually in Paris? 03:44 Chinese automakers outshine German rivals 05:07 XPeng VLA 2.0 and intelligent driving in Paris 07:30 Li Auto launches the Li 6 for Europe 08:22 XPeng G9L pricing and European production 09:15 Li Auto's first European markets 11:15 Leapmotor B10 production plans in Spain 12:20 XPeng and Magna Steyr expand European manufacturing 12:35 He Xiaopeng becomes a star in Paris 14:00 Chinese EV founders take the global stage 15:55 BYD ATTO 8 and European flash charging 16:15 BYD plans 3,000 European charging stations 17:05 John Elkann visits BYD's Paris booth 17:45 U.S. auto industry representatives examine Chinese competition 20:45 Renault and Stellantis fight for attention 23:35 Why Chinese automakers brought fewer concept cars 25:55 XPeng NGP challenges Tesla FSD in Paris 27:00 XPeng opens intelligent-driving technology to partners 27:45 Tesla FSD, XPeng and Momenta compete in Europe 29:25 AITO targets Europe in 2027 30:45 Huawei and AITO's European technology dilemma 32:25 XPeng MONA expands its product lineup 32:45 EU-China negotiations on PHEV quotas and tariffs 35:25 Why Chinese automakers are building locally in Europe 37:50 Geely, ZEEKR and LYNK & CO test drives 38:35 ZEEKR 9X reaches 240 km/h on the test track 39:30 Geely's 20-year international expansion 40:50 Paris Motor Show takeaways 41:45 Tu encounters Paris protests and tear gas 44:05 Geely's European sales milestone 46:05 Tesla Roadster vs. Porsche Mission S 48:10 Lei's verdict: Tesla FSD vs. XPeng NGP vs. Momenta R7 50:15 Final thoughts from Paris Support the show

  3. Oct 19

    Geely Enters Canada! Porsche's China Crisis & Chinese EVs Take Paris | CEM #265

    Chinese automakers are getting closer to the U.S.—and Europe's biggest automotive brands are feeling the pressure. In Episode #265 of China EVs & More, Tu Le and Lei Xing break down Geely's official entry into Canada, the growing Chinese presence at the Paris Motor Show 2026, and why Porsche's latest turnaround strategy raises serious questions about its future in China. Meanwhile, XPeng is manufacturing vehicles in Austria, BYD and other Chinese automakers are expanding European production, and Huawei faces a major quality controversy involving its ultra-luxury MAEXTRO brand. This week, we discuss: 🇨🇦 Geely enters Canada: What it means for North America and the U.S. auto industry.🇫🇷 Paris Motor Show 2026: More than 20 Chinese brands, including BYD, Geely, XPeng, Li Auto and Leapmotor.🇪🇺 China's European expansion: Local manufacturing, partnerships and growing pressure on legacy automakers.🇩🇪 Porsche's China crisis: Why its new strategy may not be enough to restore growth.🚗 XPeng's European-made G9L: How Magna Steyr is helping Chinese automakers expand globally.⚠️ Huawei's MAEXTRO controversy: What a reported brake-pedal failure means for quality, safety and consumer confidence.🔋 China's EV quality challenge: Is the industry's relentless development speed creating new risks?🚕 Waymo and ZEEKR: Robotaxi expansion and the importance of vehicle quality. Chinese automakers are no longer just exporting vehicles. They're becoming part of the global automotive manufacturing ecosystem. Can traditional automakers respond quickly enough? 👇 Share your thoughts in the comments, and subscribe to China EVs & More for independent analysis of the global EV, autonomous driving and mobility industries. Hosted by Tu Le of Sino Auto Insights and Lei Xing. Topics: Geely Canada, Chinese EVs, Paris Motor Show 2026, Porsche China, BYD Europe, XPeng Europe, Huawei MAEXTRO, Chinese automakers, global EV industry. China EVs, Chinese EVs, Geely Canada, Geely Auto, Chinese EVs Canada, Chinese cars USA, Paris Motor Show 2026, Chinese automakers Europe, BYD Europe, XPeng Europe, XPeng G9L, Magna Steyr, Li Auto Europe, Leapmotor Europe, Porsche China, Porsche strategy 2035, Porsche sales China, Mercedes China, Huawei automotive, Huawei MAEXTRO, MAEXTRO brake pedal, China EV quality, EV safety, Chinese EV exports, Chinese EV manufacturing, Waymo, ZEEKR robotaxi, autonomous driving, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Chinese automotive and technology companies: Geely, ZEEKR, LYNK & CO, BYD, Denza, XPeng, Li Auto, Leapmotor, Chery, OMODA, JAECOO, GAC, AION, AITO, AVATR, Huawei, MAEXTRO, STELATO, LUXEED, SHANGJIE, JAC, Deepal, NEVO, Foton, Forthing, MAXUS, HYPTEC, Pix Moving, Linktour and 212. Global automakers and technology companies: Porsche, Volkswagen Group, Mercedes-Benz, BMW, Renault, Stellantis, Peugeot, Citroën, Volvo, smart, Lotus, Magna Steyr, Waymo and ZEEKR. 00:00 Welcome to China EVs & More #265 00:42 BREAKING: Geely officially enters Canada 01:25 Chinese EVs reach America's doorstep 01:50 Geely, ZEEKR & LYNK & CO head to Paris 02:12 Li Auto prepares its European debut 02:30 XPeng G9L arrives from Magna Steyr in Austria 03:25 Why Chinese automakers will eventually reach the U.S. 04:30 Canada's automotive future & Chinese competition 05:10 Paris Motor Show 2026 preview 06:10 More than 20 Chinese brands head to Paris 07:10 Leapmotor prepares its biggest European showcase 07:55 EU-China tensions over EV exports & tariffs 08:35 Huawei's MAEXTRO quality controversy 09:55 MAEXTRO brake-pedal failure goes viral 11:10 China's viral automotive controversies 11:55 Porsche's new global strategy explained 12:45 Porsche shifts from growth to defense 13:25 Is Porsche giving up on China? 14:05 Porsche abandons its previous EV ambitions 15:00 Why Porsche's strategy raises serious questions 16:35 Can Porsche protect its premium brand? 17:15 Porsche's future products & powertrains 17:55 Could Porsche threaten Volkswagen Group? 18:30 Mercedes faces its own China crisis 19:45 How far have Porsche & Mercedes sales fallen? 20:35 China, Europe & the next automotive battleground 21:15 Europe's growing concerns about Chinese PHEVs 22:10 Chinese automakers begin manufacturing locally 23:45 BYD's Hungary factory faces growing pains 24:30 Chinese brands prepare for the Paris Motor Show 25:40 Chery JAECOO & China's growing global presence 26:15 Huawei's MAEXTRO controversy deepens 27:20 What the brake-pedal failure reveals about China speed 28:30 Huawei's role in the MAEXTRO ecosystem 29:40 Waymo brings ZEEKR robotaxis to Detroit 30:45 Can ZEEKR improve the Waymo Ojai experience? 31:45 Does the robotaxi vehicle brand matter? 32:40 Why China's quality controversies matter globally 33:30 Is China speed becoming a liability? 34:00 China's auto industry begins consolidating 34:25 FAW, GAC & Toyota's major partnership 35:55 The challenges facing Chinese brands overseas 36:05 Paris Motor Show preview & final thoughts Support the show

  4. Oct 19

    Detroit Gets the China Threat. But Is It Moving Fast Enough? | CEM #264

    *Detroit knows the Chinese auto threat is real. The bigger question is whether it's moving fast enough to do something about it.* In Episode #264 of *China EVs & More**, Tu Le and Lei Xing unpack the biggest takeaways from the Automotive News Congress in Detroit, where China dominated the conversation and Ford CEO **Jim Farley delivered a blunt assessment: "Europe is gone."* Meanwhile, China's EV race keeps accelerating. **Leapmotor has gone from ~110,000 annual deliveries in 2022 to 100,000+ vehicles per month**, Geely continues closing the gap with BYD, and Chinese automakers are becoming increasingly dependent on global markets for growth. We also discuss: 🇨🇳 BYD, Geely, Chery & China's September sales battle🚀 Leapmotor's extraordinary four-year rise🇺🇸 Why Detroit understands the China threat—but still lacks urgency🏭 Ford, GM, Hyundai & Stellantis' different strategies for competing globally🔋 America's growing reliance on Chinese EV technology🤝 What actually happened at the Trump-Xi summit🚫 The latest on the Connected Vehicle Security Act🇩🇪 Tu's firsthand experience driving a LYNK & CO 08 in Germany🚗 Lei's 1,300+ mile Tesla FSD road trip through Detroit and Canada *Protection can buy time. But can it actually make U.S. automakers more competitive?* 👇 Join the discussion and subscribe to *China EVs & More* for weekly analysis of China, EVs, autonomous driving and the global auto industry. *Topics:* China EVs, Ford, Jim Farley, GM, Hyundai, BYD, Geely, Leapmotor, Tesla, Chinese automakers, Detroit auto industry, China EV competition, global automotive industry. 🔎 Search-Optimized Keywords China EVs, Chinese EVs, China EV market, Chinese automakers, China EV sales, China auto exports, BYD, Geely, Leapmotor, Leapmotor sales, Chery, Xiaomi EV, Tesla China, Tesla FSD, Ford, Jim Farley, Ford EV, General Motors, GM EV, Hyundai, Hyundai EV, Stellantis, CATL, Chinese EV technology, Detroit auto industry, Automotive News Congress, Chinese EVs USA, Connected Vehicle Security Act, Trump Xi meeting, China auto competition, LYNK & CO 08, global EV market, global auto industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Companies / brands mentioned BYD, Geely, Leapmotor, Chery, SAIC Motor, Changan, Great Wall Motor, Xiaomi, Tesla, Rivian, General Motors, Ford, Hyundai, Kia, Stellantis, CATL, Dongfeng, Momenta, LYNK & CO, NIO, Volkswagen, Mercedes-Benz, JAC, Huawei, May Mobility, Toyota/Woven, Waymo. ⏱️ Episode #264 — YouTube Chapters 00:00 Welcome to China EVs & More #264 00:40 Golden Week & September EV sales 02:05 Tesla refreshes Model 3 & Model Y in China 02:35 Tesla Q3 beats expectations 03:00 BYD, Geely & Chery battle for China 03:45 Leapmotor hits 100K+ monthly sales 04:25 Leapmotor's incredible four-year transformation 04:45 Xiaomi SkyNomad drives record sales 05:10 China's automakers become increasingly export-dependent 05:30 Chery JAECOO hits #1 in the UK 06:00 U.S. EV sales collapse 06:45 Tesla regains 50%+ U.S. EV share 07:15 Why Rivian's production remains a problem 07:30 America's CAFE rollback & the EV dilemma 08:45 Why U.S. automakers still need Chinese technology 09:50 What the "Heisman stiff-arm" means for Chinese EVs 11:25 What actually happened at the Trump-Xi summit? 12:15 No Chinese auto CEOs came to Washington 13:05 Musk, Huang, Su & Cook meet Xi Jinping 15:20 Why the Trump-Xi summit produced little for autos 16:20 Connected Vehicle Security Act delayed 17:40 Automotive News Congress: China dominates Detroit 18:40 Jim Farley: "Europe is gone" 19:45 America's automotive China debate 21:00 Can Chinese EVs eventually enter the U.S.? 22:15 Does Detroit really understand the China threat? 23:50 GM, Ford & Hyundai's different product strategies 25:15 Inside Detroit's automotive community 27:55 Tu heads to Munich & Das Tegernsee 29:00 Driving the LYNK & CO 08 in Germany 30:30 Chinese EV quality surprises European auto insiders 32:30 China through Tu's eyes 33:00 Oktoberfest with Daniel Kirchert 34:35 May Mobility's $10.6B SPAC 35:10 Detroit's automotive ecosystem 37:40 Toyota/Woven's approach to autonomous driving 38:30 Does Detroit finally "get" China? 40:15 Why protection won't make Detroit competitive 41:00 Can U.S. automakers still catch up? 42:20 Stellantis, JAC & Huawei discussions 43:55 Lei's 1,300+ mile Tesla FSD road trip 46:55 FSD crosses the U.S.-Canada border 48:40 Paris Motor Show preview 50:30 Final thoughts Support the show

  5. Oct 19

    China's Auto Takeover Enters Phase 2 | BYD, Xiaomi, XPeng & the Global Shift | CEM #263

    China's automakers aren't just exporting cars anymore—they're exporting their entire playbook. In Episode #263 of China EVs & More, Tu Le and Lei Xing break down the next phase of China's global automotive expansion: Chinese OEMs building vehicles locally, using legacy automakers' factories and dealer networks, expanding technology partnerships—and beginning to consolidate at home. We also discuss: 🇺🇸 The upcoming Trump-Xi meeting and rumored BYD, Xiaomi & CATL delegation 🌎 China's vehicle exports approaching 11M units 🏭 BYD, Geely & Chery expanding manufacturing outside China 🇪🇺 Why tariffs alone may not stop Chinese OEM growth in Europe 💰 ~$35K XPeng G9L vs. a $100K+ Mercedes GLE L 🔥 China's shrinking auto market and the coming consolidation 🤝 FAW, GAC, Toyota & Leapmotor's increasingly complicated partnerships 🔋 Why automakers want to reduce their dependence on CATL 📱 Huawei, AITO and China's evolving automotive technology ecosystem 🇮🇹 The surprising JAC-Huawei-Maserati connection If Chinese automakers can build locally, source locally and still move at "China speed," what competitive advantage do legacy automakers have left? 👇 Join the discussion and subscribe to China EVs & More for weekly analysis of China, EVs, autonomous driving and the global auto industry. Topics: China EVs, BYD, Geely, XPeng, Xiaomi, CATL, Mercedes China, Leapmotor, Huawei, Chinese EV exports, Chinese EVs Europe, global automotive industry. 🔎 Search-Optimized Keywords I'd use this single block for both YouTube and the podcast platforms: China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, Chinese EV exports, China auto exports, Chinese EVs Europe, Chinese EV factories Europe, BYD, BYD Europe, Geely, Geely Europe, XPeng, XPeng G9L, Xiaomi EV, CATL, Mercedes China, Mercedes GLE, Li Auto, Li Auto i9, Leapmotor, Stellantis Leapmotor, Huawei automotive, AITO, Momenta, JAC Maserati, Maserati EV, FAW, GAC, Toyota China, China auto consolidation, Trump Xi meeting, China automotive technology, global auto industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Companies / brands mentioned BYD, Xiaomi, CATL, Gotion, Wanxiang, Geely, Ford, Renault, Chery, XPeng, Li Auto, Mercedes-Benz, Buick, General Motors, Leapmotor, Stellantis, FAW Group, GAC Group, Toyota, Volkswagen, Huawei, SERES, AITO, MAEXTRO, STELATO, LUXEED, JAC Group, Maserati, Volvo, Polestar, NIO, Momenta, Great Wall Motor. ⏱️ Episode #263 — YouTube Chapters 00:00 Welcome to China EVs & More #263 00:56 Trump-Xi meeting & the rumored auto delegation 02:45 Separating China rumors from reality 04:15 Chinese EV makers prepare for Europe's next phase 05:05 Europe's PHEV tariff problem 06:05 BYD, Geely & Chery build locally 07:20 China approaches 11M vehicle exports 08:55 Why local production changes the tariff equation 10:20 Can legacy automakers use their window of opportunity? 10:45 Robotaxis could be America's biggest China threat 11:20 XPeng G9L vs. Li Auto i9 vs. Mercedes GLE L 12:35 $35K XPeng vs. $100K+ Mercedes 13:00 What happened to German premium pricing power? 14:35 Are Chinese EVs actually better quality? 15:15 Mercedes adds Momenta technology in China 15:50 Buick refreshes the ELECTRA E7 after five months 16:40 A $24K Buick with Momenta & 800+ mile range 17:45 Leapmotor wants to become the "Apple of Auto" 18:35 Why Leapmotor is vertically integrating 19:20 Why automakers want less dependence on CATL 20:40 NIO & CATL deepen their partnership 21:05 China's auto consolidation begins 21:55 FAW & GAC's surprising new tie-up 23:30 China's auto market drops 18.5% 24:25 Why consolidation in China is so complicated 25:40 China's state-owned automaker problem 27:25 Why China's export boom increases pressure to consolidate 29:40 FAW & Leapmotor enter the "frenemy" phase 30:35 SERES takes back control of AITO 31:00 What is Huawei's HIMA alliance? 32:05 Why AITO's move matters for Huawei 33:20 Could Huawei & JAC help build Maserati EVs? 34:40 The global auto industry's new consolidation era 35:10 Why yesterday's competitors are becoming partners 36:35 Chinese automakers start selling their technology 37:40 BYD, Geely & Leapmotor emerge as global players 39:10 Why Stellantis may lean harder on Leapmotor 40:30 Volvo's 13-model global reset 41:15 Mercedes' China challenge continues 42:45 Final thoughts Support the show

  6. Sep 21

    China's Next EV Plan Changes the Game | Tesla, Ford & the Global Auto Race | China EVs & More #262

    **China just laid out its automotive roadmap through 2030—and electrification is only the beginning.** In Episode #262 of **China EVs & More**, Tu Le and Lei Xing unpack China's new Five-Year Plan for intelligent connected NEVs, including a **70% passenger-vehicle NEV target**, stronger global ambitions for Chinese automakers and a push to influence international automotive technology and standards. But China's domestic auto market is also shrinking. NEVs reached **65.7% of domestic sales**, while the overall market has lost 2.54 million vehicles through August—putting even more pressure on BYD, Tesla and the foreign legacy automakers. We also discuss: - 🇨🇳 Why China's next auto battle is about intelligence, connectivity and global influence - ⚡ Tesla's resilience in China and dependence on the Model Y - 🇺🇸 The U.S. debate over banning Chinese connected vehicles - 🔋 Ford, CATL and America's dependence on Chinese LFP battery technology - 🇨🇦 Why U.S.-Canada trade tensions matter for the auto industry - 🇩🇪 Whether Volkswagen, GM, Ford and other legacy OEMs need deeper restructuring - 🌎 Why Chinese EV makers are becoming more aggressive globally **China has a long-term automotive strategy. What's the U.S. strategy—and can Western automakers move fast enough to compete?** 👇 Tell us what you think, and subscribe to **China EVs & More** for weekly analysis of China, EVs, autonomous driving and the global auto industry. **Topics:** China EVs, China auto market, Tesla China, Ford CATL, Chinese EVs USA, Volkswagen, BYD, Geely, CATL, LFP batteries, EV policy, autonomous driving, global automotive industry. SEO Key Words China EVs, Chinese EVs, China EV market, China auto market, China EV policy, China Five-Year Plan, China NEV sales, Chinese automakers, Chinese EVs USA, China EV ban, Connected Vehicle Security Act, Tesla China, Tesla Model Y, BYD, Geely, Ford CATL, CATL, LFP battery, Volkswagen China, GM China, Mercedes-Benz, Leapmotor Europe, China auto exports, intelligent connected vehicles, autonomous driving China, EV policy, global auto industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Companies / organizations mentioned Tesla, BYD, Geely, Chery, SAIC Motor, Volkswagen Group, Volkswagen, Mercedes-Benz, BMW, Ford, CATL, Slate, Gotion, Stellantis, Leapmotor, Volvo, Xiaomi, AITO, General Motors, Porsche, Bugatti Rimac Time Stamps 00:00 Welcome to China EVs & More #262 00:43 China's new 2026–2030 auto plan 02:08 Is China's 70% NEV target too conservative? 02:50 Chinese brands reach nearly 78% share 03:20 China's auto market loses 2.54M vehicles 04:20 NEVs rise while China's overall market shrinks 05:10 Geely gains ground as BYD & Tesla face pressure 05:45 Tesla expands the Model Y lineup in China 07:15 Why Tesla remains surprisingly resilient 08:15 China's EV race moves beyond electrification 09:05 Is consolidation finally coming? 09:55 China wants to influence global automotive standards 10:25 The U.S. moves to restrict Chinese connected vehicles 11:50 Could Chinese EVs still enter the U.S.? 12:55 Ford vs. Washington over CATL battery technology 14:20 Does America actually have an auto strategy? 15:00 Why Ford says it's being unfairly targeted 16:25 Why the U.S. still needs Chinese LFP technology 18:25 U.S.-Canada trade tensions hit Michigan 19:40 Does banning Chinese EVs make U.S. automakers stronger? 20:10 Volkswagen's massive restructuring 21:35 Do GM, Ford & BMW need deeper cuts? 23:20 Volkswagen's China profits collapse 24:15 Why legacy automakers may need to hit RESET 25:25 Chinese EV makers get more aggressive in Europe 26:10 Ford & Geely's European strategy 26:30 Xi Jinping's U.S. visit & China's auto CEOs 27:15 Remembering 9/11 — 25 years later 30:25 China joining the WTO changed the auto industry 31:00 Cadillac, the US Open & Tesla FSD 32:40 Final thoughts Support the show

  7. Sep 1

    Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | CEM #260

    China has roughly 700 NEV models on sale—but only 56 sell more than 5,000 units a month. That's how brutal the world's most competitive EV market has become. In Episode #260 of China EVs & More, Tu and Lei break down China's accelerating EV shakeout as regulators scrutinize quality, BYD reports weaker results, Li Auto struggles to regain momentum and XPeng pushes deeper into AI, autonomous driving and robotics. We also discuss: 🇨🇳 Why China is cracking down on "speed-built" vehicles📉 BYD's weaker results and Geely's growing resilience🚗 Why only 56 of ~700 NEV models sell 5K+ units/month⚔️ Li Auto, XPeng & Leapmotor's race toward profitability🤖 China's rapidly evolving AI and intelligent-driving battle🇨🇦 What the U.S.-Canada trade breakdown could mean for Chinese EVs🚕 Waymo's ZEEKR Ojai global expansion🇰🇷 Why Hyundai-Kia could become a global Top 3 automaker⚠️ Lei's alarming Tesla FSD encounter with an approaching trainAs China's market shrinks, who survives—and which companies become the next global automotive giants? 👇 Join the discussion and subscribe to China EVs & More for weekly analysis of China, EVs, autonomous driving and the global auto industry. Topics: China EVs, BYD, Geely, XPeng, Li Auto, Leapmotor, Tesla FSD, Waymo, Hyundai, Chinese EV market, autonomous driving, robotics. Keywords China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, China EV sales, China EV price war, China EV shakeout, BYD, BYD earnings, Geely, Geely Xingyuan, XPeng, XPeng VLA, Li Auto, Leapmotor, NIO, Tesla China, Tesla FSD, autonomous driving China, intelligent driving, AI cars, Waymo, ZEEKR Ojai, robotaxi, Hyundai, Hyundai Kia, Chinese EVs Canada, China auto exports, EV news, global automotive industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights Key companies/brands mentioned BYD, Geely, XPeng, Li Auto, Leapmotor, NIO, ONVO, Volkswagen, FAW-Volkswagen, Stellantis, Tesla, Xiaomi, Huawei, Black Sesame, Momenta, Waymo, ZEEKR, Pony.ai, GAC Aion, ARCFOX, Hyundai, Kia, Genesis, Boston Dynamics, CATL, Gotion, Ford, General Motors, Mercedes-Benz, BAIC. ⏱️ Episode #260 — Chapters 00:00 Welcome to China EVs & More #260 00:56 BYD, XPeng, Li Auto & Leapmotor earnings 01:25 China cracks down on EV quality 02:15 What is China's MIIT? 02:40 China's "speed-built" vehicle problem 03:30 Has China's EV price war gone too far? 05:05 Geely Xingyuan & BYD face regulatory scrutiny 06:10 BYD earnings disappoint 06:35 Geely shows more resilience in China 07:00 700 EV models—but only 56 real winners 08:20 Li Auto's EREV advantage disappears 09:10 Can Li Auto find a new competitive moat? 10:15 Li Auto's biggest global weakness 11:20 XPeng pushes deeper into AI & robotics 12:25 Leapmotor reaches profitability—but pressure builds 12:45 China's shrinking auto market raises the stakes 13:25 Volkswagen's new China EVs face brutal competition 15:05 XPeng & Leapmotor benefit from global partners 15:45 U.S.-Canada trade talks break down 16:30 What happens to Tesla FSD in China? 17:35 China's autonomous-driving race accelerates 19:50 Could Chinese EVs benefit from U.S.-Canada tensions? 21:10 Waymo's ZEEKR Ojai expands globally 22:15 Why Michigan could lose the EV investment race 24:35 What to watch in China's EV market through year-end 25:50 Xi's U.S. visit & Chinese EV restrictions 27:40 China's robotics industry faces U.S. restrictions 28:00 Another Chinese EV dream dies 28:55 Hyundai-Kia's huge global ambitions 30:20 Can Hyundai really recover in China? 31:00 Why Hyundai-Kia could become a global Top 3 automaker 32:00 Luxury cars are changing fast 33:10 Hyundai, robotics & the next mobility battle 34:45 Will vehicle sales still matter in 10 years? 35:40 Tesla FSD's frightening railroad encounter 37:45 Final thoughts Support the show

  8. Aug 27

    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

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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
    271
  • Rating
    Clean
  • Copyright
    © 2026 China EVs & More
  • Show Website
    China EVs & More

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