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 #32 - XPeng P5 Introduction, EV Consolidation, and Foxconn's Foxtron
This episode starts out with a brief detour with Tu describing his trip to the newly opened Universal Studios. Tu & Lei then move on to unpacking how the XPeng P5 introduction will affect the mass-market (<300K RMB), smart EV segment.
The discussion then transitions to electric vehicle consolidation that although hopeful, isn't likely to happen in any significant way for quite a while. Tu & Lei then talk about Foxconn's bold moves with MIH & Foxconn's own EV brand - Foxtron.
The pod is closed by updating everyone on the current China Evergrande situation.