Episode #231 - 2025 In Review

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 — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO’s long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻🔑 SEO KeywordsChina EVs & More, China EV year end review 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD global expansion, BYD exports 2025, XPeng growth 2025, Geely Zeekr privatization, NIO battery swapping road trip, Chinese EV exports Europe, Chinese EV exports Latin America, EV price war China, EV price war Europe, robotaxi expansion 2025, Waymo expansion, Baidu Apollo robotaxi, WeRide Uber partnership, Pony.ai autonomous driving, AV commercialization 2026, global EV market outlook, China auto industry 2025, EV tariffs and geopolitics, autonomous vehicles China vs US, CES 2025 China EVs, Shanghai Auto Show 2025, IAA Mobility Munich China EVs, World Car of the Year BYD, Stella Li World Car Person of the Year⸻TagsChina EVs & More, China auto industry, Chinese EVs, EV market 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD, XPeng, NIO, Geely, Zeekr, Li Auto, Leapmotor, Xiaomi EV, Huawei HIMA, AITO, EV exports, Chinese EV exports, EV price war, global EV market, electric vehicles, autonomous vehicles, robotaxi, Waymo, Baidu Apollo, WeRide, Pony.ai, battery swapping, NIO battery swap, CATL, CES 2025, Shanghai Auto Show, IAA Mobility Munich, EV geopolitics, future of cars

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