Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup

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 BYD’s dominance. 🇨🇳🚗💥Topics covered:• The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chains• BYD’s explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030• The launch of the Yangwang U7 – a 1,300 hp luxury EV aiming squarely at the EQS and i7• Why Germany and Japan may be the biggest losers in the evolving EV landscape• BYD’s export strategy and vertical integration masterclass• Can Denza, Fang Cheng Bao, and Yangwang go premium inside and outside China?• Plus: NIO’s financial pressures, Xiaomi SU7’s rise, and the EV arms race heating up globally👉 Subscribe for weekly insights on EVs, AVs, and the future of mobility.📬 Sign up for Tu Le’s free newsletter: sinoautoinsights.substack.com#BYD #Tariffs #Tesla #EVs #ChinaAuto #YangwangU7 #AutoIndustry #NIO #XiaomiSU7 #Mobility

There are no comments yet.

Please log in to write the first comment.