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 demands in China.

Key Topics Covered:

•September Sales Records: Analysis of exceptional sales performances by key players, including BYD, Li Auto, and NIO.

•Stimulus Impact: How China’s recent economic measures are driving consumer confidence and boosting EV sales.

•Global Competition: The challenges faced by legacy automakers like GM, Ford, and European brands amidst the rise of Chinese EV makers.

•EU Tariffs: Implications of the newly approved tariffs on Chinese EVs and their impact on global trade dynamics.

•Future of Design: Predictions on how China’s market preferences are shaping global vehicle design and form factors.

This episode offers deep insights into the dynamic and rapidly evolving EV landscape, providing listeners with a comprehensive understanding of where the industry is headed.


List of Mentioned Companies

Automakers:

1.BYD

2.Tesla

3.NIO

4.Li Auto

5.XPeng

6.LeapMotor

7.ZEEKR

8.ARCFOX

9.AITO

10.Deepal

11.Chang’an

12.Dongfeng

13.GM (General Motors)

14.Ford

15.Hyundai

16.Kia

17.Cadillac

18.Buick

19.SAIC Volkswagen

20.Renault

21.Stellantis

22.Great Wall Motor

23.TANK

Technology and Battery Companies:

1.CATL

2.Gotion

3.Mobileye

4.Intel

5.Qualcomm

Other Key Mentions:

1.Ministry of Commerce (China)

2.Macron (France)

3.EU (European Union)

4.Stellantis-LeapMotor Partnership

5.Refraction AI (Autonomous Delivery Startup)

This list highlights the wide range of companies and entities discussed in the podcast, reflecting the multifaceted dynamics of the global EV and mobility sectors.