China EVs & More
Episodes
Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs
29 Dec 2025
Contributed by Lukas
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. ...
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
29 Dec 2025
Contributed by Lukas
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. ...
Episode #231 - 2025 In Review
29 Dec 2025
Contributed by Lukas
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 — an...
Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven
02 Dec 2025
Contributed by Lukas
China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃Tu & Lei break...
Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock
25 Nov 2025
Contributed by Lukas
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 Wester...
Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift
03 Nov 2025
Contributed by Lukas
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, Me...
Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
27 Oct 2025
Contributed by Lukas
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 yea...
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
14 Oct 2025
Contributed by Lukas
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...
Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play
13 Oct 2025
Contributed by Lukas
Tu Le and Lei Xing unpack a pivotal month for China’s EV sector — one defined by slowing giants, fast-rising challengers, and a global export push...
Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
13 Oct 2025
Contributed by Lukas
Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪Volkswagen’...
Episode #221: Special IAA Mobility Edition!
15 Sep 2025
Contributed by Lukas
Tu Le and Lei Xing bring you inside Europe’s biggest auto show where Chinese EV makers and global legacies collide.We break down: • Volkswagen Gr...
Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China’s EV Chip Wars
05 Sep 2025
Contributed by Lukas
In this episode, Tu Le and Lei Xing unpack a busy week in the global EV world — from the Chengdu Motor Show to the explosive 42,000 Zeekr 9X reserva...
Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast’s Rise in Vietnam
05 Sep 2025
Contributed by Lukas
In Episode 218 of China EVs & More, Tu Le and Lei Xing break down one of the most heated summers yet in China’s EV world — a season of price w...
Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout
25 Aug 2025
Contributed by Lukas
In this episode of China EVs & More, Tu (Sino Auto Insights) and Lei (former Editor-in-Chief of China Auto Review) dive deep into the latest devel...
Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports
28 Jul 2025
Contributed by Lukas
In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong ...
Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
21 Jul 2025
Contributed by Lukas
In this episode, Tu Le and Lei Xing dive deep into:✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What...
Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y
14 Jul 2025
Contributed by Lukas
In this episode of China EVs & More, Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that...
CEM MAX AutoShanghai2025 Roundtable - Part #2
14 Jul 2025
Contributed by Lukas
Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversa...
Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7
02 Jul 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, th...
Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production
02 Jul 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its i...
Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales
17 Jun 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brand...
Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US
17 Jun 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implica...
CEM MAX AutoShanghai2025 Roundtable - Part #1
12 Jun 2025
Contributed by Lukas
Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So...
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout
02 Jun 2025
Contributed by Lukas
Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-m...
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled
20 May 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. Th...
Special Episode - On the Road (Beijing to Shanghai)
20 May 2025
Contributed by Lukas
Tu and Lei embark on a road trip from Beijing to Shanghai in a NIO ET5, discussing their experiences with the vehicle, insights from the Shanghai Auto...
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai
12 May 2025
Contributed by Lukas
In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China....
Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC
24 Apr 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key events such as the New York Auto Show...
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
14 Apr 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the perf...
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
08 Apr 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and tra...
Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup
31 Mar 2025
Contributed by Lukas
In this week’s episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and ...
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
25 Mar 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major p...
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!
17 Mar 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer pre...
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis
17 Mar 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer pre...
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
03 Mar 2025
Contributed by Lukas
In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these...
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
03 Mar 2025
Contributed by Lukas
In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. ...
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
28 Feb 2025
Contributed by Lukas
In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive...
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
18 Feb 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding...
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
10 Feb 2025
Contributed by Lukas
In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenge...
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends
03 Feb 2025
Contributed by Lukas
In this episode of China EVs & More, hosts Tu Le and Lei Xing dive into the biggest news in the global EV, AV, and mobility sectors. The episode k...
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China
03 Feb 2025
Contributed by Lukas
In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include:• US-China Trade &...
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights
24 Jan 2025
Contributed by Lukas
Welcome to Episode 194 of the China EVs and More podcast! In this episode, hosts Tu Le and Lei Xing wrap up 2024 and share insights into the global EV...
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience
24 Jan 2025
Contributed by Lukas
In this episode, hosts Tu Le and Lei Xing discuss the latest developments in the electric vehicle (EV) market, reflecting on the Biden administration&...
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview
24 Jan 2025
Contributed by Lukas
Welcome to Episode 192 of the China EVs and More podcast! In this episode, Tu Le and Lei Xing dive into the latest developments shaping the global ele...
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond
02 Jan 2025
Contributed by Lukas
Join hosts Lei Xing and Tu Le in this dynamic episode of China EVs and More as they dissect the week’s most pivotal news and developments in the glo...
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk
09 Dec 2024
Contributed by Lukas
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 Nov...
Episode #184 - Paris Motor Show Recap Special!
27 Nov 2024
Contributed by Lukas
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 insight...
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week
27 Nov 2024
Contributed by Lukas
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 m...
Episode #182 - September Sales, Global Competition and EU Tariffs
27 Nov 2024
Contributed by Lukas
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 impac...
Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means
13 Nov 2024
Contributed by Lukas
The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the...
Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience
05 Nov 2024
Contributed by Lukas
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...
Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War
04 Nov 2024
Contributed by Lukas
Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficienc...
Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions
25 Oct 2024
Contributed by Lukas
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 s...
Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries
07 Oct 2024
Contributed by Lukas
Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation...
Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some
17 Sep 2024
Contributed by Lukas
Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a lo...
Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW)
10 Sep 2024
Contributed by Lukas
The podcast starts with Tu and Lei's thoughts on the XPeng's Mona M03 and the aggressive pricing that was announced for the vehicle. This ev...
Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?
04 Sep 2024
Contributed by Lukas
Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were redu...
Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul
27 Aug 2024
Contributed by Lukas
Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift ...
Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take
23 Aug 2024
Contributed by Lukas
Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shift...
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
13 Aug 2024
Contributed by Lukas
The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches an...
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs
02 Aug 2024
Contributed by Lukas
Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This l...
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next
24 Jul 2024
Contributed by Lukas
Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu d...
Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ
18 Jul 2024
Contributed by Lukas
Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may ...
Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception
11 Jul 2024
Contributed by Lukas
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 ever...
Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated
01 Jul 2024
Contributed by Lukas
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 t...
Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation
06 Jun 2024
Contributed by Lukas
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...
Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks
04 Jun 2024
Contributed by Lukas
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 fro...
Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China
21 May 2024
Contributed by Lukas
Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all poli...
Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area)
20 May 2024
Contributed by Lukas
Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different ...
Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)
20 May 2024
Contributed by Lukas
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 ...
Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6
04 May 2024
Contributed by Lukas
Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue...
Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations
18 Apr 2024
Contributed by Lukas
Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV...
Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024
18 Apr 2024
Contributed by Lukas
This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle.The conversation moves over to Te...
Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year
01 Apr 2024
Contributed by Lukas
Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all he...
Episode #158 - Li Auto Surprises (not in a good way), The Role of Social Media on EVs in China and the EV100 & Nvidia GTC Conferences
27 Mar 2024
Contributed by Lukas
Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li ...
Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad
18 Mar 2024
Contributed by Lukas
Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit ...
Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil
11 Mar 2024
Contributed by Lukas
Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming...
Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale
05 Mar 2024
Contributed by Lukas
Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD&apo...
Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes
28 Feb 2024
Contributed by Lukas
Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading...
Episode #153 - China Opinion on NEV Trade Cooperation, Tu and Autoline Ater Hours, Ford's Skunkworks team
14 Feb 2024
Contributed by Lukas
Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it&...
Episode #152 - January Sales (CNY effects), Evergrande, Didi + CATL, the Real Export Champ
05 Feb 2024
Contributed by Lukas
Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emp...
Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab
30 Jan 2024
Contributed by Lukas
Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in ...
Episode #150 - China's BIG challenges, the Lotus Emeya and TuSimple Exits Stage Left
24 Jan 2024
Contributed by Lukas
Lei throws a curveball to begin the show and talks about some of China’s societal challenges, namely the aging population and shrinking number of ba...
Episode #149 - Lei unpacks CES 2024, GM Sales in China 📉, FInal Numbers from 🇨🇳
16 Jan 2024
Contributed by Lukas
Tu and Lei dedicate this episode to the sights and sounds coming out of Las Vegas CES 2024. Lei spends the first half of this episode unpacking all th...
Episode #148 - 2024 Predictions from Tu & Lei
10 Jan 2024
Contributed by Lukas
Each year this episode is HIGHLY anticipated and is ALWAYS one of the most downloaded epsiodes of the year. If you want to hear what they think of 202...
Episode #147 - The Year in Review edition
10 Jan 2024
Contributed by Lukas
Tu and Lei begin the podcast out with a look back at how Tesla ignited the price war in the beginning of 2023. They move onto a discussion about Xiao...
Episode #144 - NIO Earnings, Stellantis & Ample swapping collab, Tesla Wants More Capacity at ShanghaiGiga
11 Dec 2023
Contributed by Lukas
Tu and Lei begin the podcast and take quite a bit of time to share their thoughts on NIO Q3 earnings and how to look at the numbers. They back out of ...
Episode #143 - November sales, Huawei Inside, NIO's Newest Swapping Partner
05 Dec 2023
Contributed by Lukas
Tu and Lei start out the podcast with a quick review of the November sales and a broader discussion about the difficulty of and pressure on the EV mak...
Episode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVs
28 Nov 2023
Contributed by Lukas
This episode starts with Tu and Lei unpacking the significance of NIO partnering with SOE Changan to expand it's swapping services. After a sign...
Episode #141 - Single's Day EV Promotions, Q4 Mad Dash and the Zeekr IPO
22 Nov 2023
Contributed by Lukas
Tu & Lei begin the podcast with an explanation of what Single's Day is in China and how some EV brands are participating, namely by launching...
Episode #140 - Zeekr Track Day in the US, Lei's Chat with NIO's Ganesh Iyer, A Mad Dash to Close 2023
09 Nov 2023
Contributed by Lukas
Tu and Lei begin this podcast by discussing the layoffs announced at NIO and how this could help them and why it was potentially overdue. Tu and Lei ...
Episode #139 - Stellantis + LeapMotor, Geely Related Events in SH / BJ, Cruise Troubles
04 Nov 2023
Contributed by Lukas
Tu and Lei start out with the big news of the week. Stellantis acquiring a stake in Chinese EV / EREV maker - LeapMotor. Tu asks Lei to give a brief h...
Episode #138 - Euro Legacies Still Love China, Li Auto MEGA and Graphite Restrictions
24 Oct 2023
Contributed by Lukas
Tu starts with a brief update and discussion with Lei on Tesla in China and the overall slowdown in the EV space around the world. The conversation q...
Episode #137 - Li Auto's Ambitious Plans, Porsche's Woes in China, Tu's Bay Area Adventure
16 Oct 2023
Contributed by Lukas
The pod starts with a brief update on the UAW & US Three situation but moves quickly over to a brief disussion about Li Auto's openly stated ...
Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise
16 Oct 2023
Contributed by Lukas
Tu and Lei begin the podcast with a brief discussion about the double holiday being celebrated in China - National Day & Mid-Autumn Festival.Lei t...
Episode #135 - BYD Moving Up the Charts, Foreign Legacies Chose to Enter China, Tesla Selling Online in China
03 Oct 2023
Contributed by Lukas
This week's podcast begins with BYD jumping Ford to become the 4th best-selling automotive brand in the world for the month of July which should ...
Episode #134
28 Sep 2023
Contributed by Lukas
Episode 133
26 Sep 2023
Contributed by Lukas
Episode #132
21 Sep 2023
Contributed by Lukas
Episode #131 - Unpacking XPeng's Moves, BYD Adds to its Manufacturing footprint, NIO Sales Revamp
12 Sep 2023
Contributed by Lukas
Tu and Lei begin with a discussion about all the recent moves made by XPeng and whether it moves the needle for them or not. They turn their attentio...