China EVs & More

Episode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech update

30 Aug 2023

Audio

Description

The podcast starts with Lei being a bit nostalgic about leaving Beijing after visiting for the last 2 months. It quickly moves to a discussion about XPeng earnings with Lei summarizing the earnings call and Tu giving his readout on what it all means. This discussion evolves into a broader discussion about the price war and overalll economy that continues to struggle in China with both Tu and Lei having spoken recently with friends living in China and how they feel everything that’s going on there. Lei starts his discussion about his trip to NEO Park with a brief history lesson of how it came about and what all the acronyms and codenames mean when talking about the park. Lei also talks about the largest NIO House being open inside NEO Park. Tu and Lei then move onto a story about how BYD had shared a supply of chips to NIO during the chip crisis to keep them from shutting down their factory. Tu summarizes that in the tech sector things like that happening aren’t that unusual. Tu and Lei pivot to a brief conversation about the Fang Cheng Bao brand from BYD and who its likely competitors are. Tu closes out the pod with details about his visit to Our Next Energy for a technology update.

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13:00H | 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

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

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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China EVs & More

Episode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech update

This episode hasn't been transcribed yet

Other recent transcribed episodes

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

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

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

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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