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
Episodes
223 episodes
Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports
In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market. They analyze the implications of th...
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48:21
Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
In this episode, Tu Le and Lei Xing dive deep into:✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?✅ NIO’s Onvo L90 ...
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52:46
Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y
In this episode of China EVs & More, Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that’s reshaping the industry, why Tesla’s Model Y remains resilient despite new competitio...
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1:06:55
CEM MAX AutoShanghai2025 Roundtable - Part #2
Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on international ...
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41:00
Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers. <...
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52:17
Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla. They share insights from their experiences with...
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59:31
Episode #211 - Surprise! Trump and Elon ≠BFF, Changan + Dongfeng Merger? JK!, May Sales
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales tre...
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48:53
Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, ...
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1:01:40
CEM MAX AutoShanghai2025 Roundtable - Part #1
Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. T...
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1:06:10
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout
Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance...
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1:02:10
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market, and ...
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1:10:37
Special Episode - On the Road (Beijing to Shanghai)
Tu and Lei embark on a road trip from Beijing to Shanghai in a NIO ET5, discussing their experiences with the vehicle, insights from the Shanghai Auto Show, and the advancements in battery swapping technology. They share their thou...
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24:57
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai
In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, ...
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1:12:21
Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key events such as the New York Auto Show and the upcoming Shanghai Auto Show. They highlight BYD's recent achievements, in...
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1:01:05
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug
In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the performance of major automakers like Porsche, and the shifting dynamics in the premium market in C...
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44:03
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and trade tariffs on the industry. They analyze the sales performance of major players li...
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51:09
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. tarif...
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53:15
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major players like BYD and NIO. They explore the implications of recent announcements reg...
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1:03:58
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze the impact of new models like the XPeng G6 and the challeng...
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55:51
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explor...
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50:34
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)
In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape.
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58:36
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra
In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. They discuss the rise of intelligent driving technologies, the impact of Tesla's Fu...
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1:10:55
CEM MAX #20 - ClearMotion CEO, Christian Steinmann
In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion. He discusses the challenges and innovat...
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29:41
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the impl...
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51:58
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?
In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry. They also ...
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56:12