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China EVs & More

Episode #66 - CEM turns 1 year old, BYD + Merc = Denza, and QCraft's ¥10K L2 HW/SW stack

25 May 2022

Description

Lei and Tu take a few minutes to reflect on a year of hosting the China EVs & More (first) Clubhouse room before moving to Twitter Spaces and finally evolving to this podcast. Lei begins this week’s update with news that the Chinese govt is looking at introducing a stimulus package to jumpstart car sales. Tu moves the conversation to the current situation on the ground in Beijing and the challenges he’s had with trying to purchase a plane ticket back to the US.There were some product introductions this week that Lei goes over including one from Denza, the joint venture between Mercedes and BYD. For the sake of those unfamiliar with Denza, Lei gives a history lesson on the company and how they got to where they are today.Tu then pulls out the discussion to the broader MPV (or multi-purpose vehicle) segment and why it’s an important segment in China. Tu and Lei close out this week’s podcast talking about QCraft who introduced a ¥10K L2 stack for use with passenger vehicles. They both go into a bit of QCraft’s history and how they’re part of the 2nd wave of autonomous vehicle companies. 

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