China EVs & More

Tu Le & Lei Xing
China EVs & More

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. 9 DEC

    Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk

    SummaryIn this episode, Tu Le and Lei Xing discuss the latest trends and insights in the electric vehicle (EV) market, focusing on sales data from November, the competitive landscape involving major players like Tesla and BYD, and the challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications of government incentives, market strategies, and the evolving consumer trust in various brands. The conversation highlights the dynamic nature of the...

    59 min

  2. 27 NOV

    Episode #182 - September Sales, Global Competition and EU Tariffs

    In this episode of China EVs & More, Tu Le and Lei Xing dive into the booming September sales figures in China’s EV market and the ongoing impact of geopolitical factors on the global automotive industry. They analyze the latest trends, such as the shift towards EREVs (Extended Range Electric Vehicles), China’s competitive dynamics, and the EU’s new tariffs targeting Chinese EVs. Additionally, the co-hosts explore the future of vehicle design and innovation driven by consumer and market d...

    56 min

  3. 27 NOV

    Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week

    In this episode of the China EVs & More podcast, Tu Le and Lei Xing provide a comprehensive analysis of recent developments in the global EV and mobility sectors, with a spotlight on Tesla’s “We Robot” event and China’s growing influence in the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, and the impact of trade tensions between China and the EU.Key Topics Covered:•Tesla’s “We Robot” Event: A breakdown of Tesla’s announcements, i...

    1h 4m

  4. 27 NOV

    Episode #184 - Paris Motor Show Recap Special!

    In this engaging episode of the China EVs & More podcast, Tu Le and Lei Xing recap their experience at the 2024 Paris Motor Show, offering insights into the evolving global EV landscape. Highlights include discussions on the growing influence of Chinese automakers in Europe, the resurgence of European brands like Renault, and key geopolitical challenges shaping the automotive industry. The duo also shares anecdotes about networking, market dynamics, and the cultural aspects of the show.Ke...

    55 min

  5. 13 NOV

    Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means

    The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the development of a robotaxi and the design of its own silicon to help run it. The biggest news from XPeng was that they are entering the EREV space. The conversation then moves over to Audi's brand launch in China and Tu and Lei's differing views of the 'why' and how successful they ultimately feel it will be. Tu points out that it won't be ...

    1 hr

  6. 5 NOV

    Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience

    The podcast starts with Lei seeing Tesla - all over Shanghai. Tu goes a step further saying that the Tesla brand is stronger in China than the Porsche brand. The conversation broadens out to a brief discussion about the Tesla earnings call and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 2023. Tu moves on to congratulate WeRide for IPO'ing on the NASDAQ something they'd plan on doing much sooner. They discuss who is still up...

    1h 1m

  7. 4 NOV

    Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War

    Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficiency is one big reason they're able to continue this blistering growth. This leads to a larger conversation about October sales and the sales drops of the European automakers (BMW, Mercedes, Volkswagen Group, Porsche) and how much they should be worried about their future prospects. This leads to a discussion about both Stellantis and Volkswag...

    54 min

  8. 25 OCT

    Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions

    Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial institutions reactions to those new stimulus policies. Tu asks Lei to go over some of the vehicle launches that happened that week continuing the barrage of introductions from Chinese EV makers which, in large part, is why the legacies are struggl...

    40 min
See All (192)

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 - 2024
  • Episodes
    192
  • Rating
    Clean
  • Copyright
    © 2024 China EVs & More
  • Show Website
    China EVs & More

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