China EVs & More
Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense
China EVs & More
Episode #29 - XPeng Q2'21 earnings recap, a deep dive on the 'Big 6' premium SOE EV brands
Tu & Lei start the show off with a recap of XPeng Q2'21 earnings and the effect of NIO's accident on He Xiaopeng's discussion about their ADAS solution during the call. They also go into how the launch of the XPeng P5 should affect XPeng's strategy and sales volume.
Tu & Lei briefly discuss the launch of Volkswagen's subscription services and then move on to a deep dive into China's state-owned enterprise (SOE) premium 6 brands. Lei gives a quick history lesson on the 6 SOEs and how they've evolved till now.