China EVs & More

Episode #102 - Catching up after CNY, January Sales, Charging in the US - to Swap or Not to Swap

07 Feb 2023

Audio

Description

This podcast starts with Lei’s headlines but because of the break, there was ALOT to update. Tu then moves the convo over to January sales and they both agreed that it’s hard to tell who did well because the month was shortened by CNY but NIO’s numbers were a pleasant surprise.Tu and Lei then talk a bit about expectations for Tesla and what it’ll take for them to regain their sales growth I China outside of cutting prices on the MIC Model 3 & Y. They move to discuss the recent hiring of Wang Fengying as President of XPeng and what that points to. XPeng along with several other EV makers are in dire need of getting better control of their operations and this is XPeng’s way of trying to do that. Similar to Tesla’s promotion of Tom Zhu, someone with the reputation of managing the teams to be more operationally efficient. Tu closes the podcast out by talking about the current charging situation in the US and what it will take for the infrastructure to be robust enough to support many more EVs and whether swapping would work there.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other recent transcribed episodes

Transcribed and ready to explore now

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

China EVs & More

Episode #102 - Catching up after CNY, January Sales, Charging in the US - to Swap or Not to Swap

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

Sign in to Audioscrape

Share this moment