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
200 episodes
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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51:21
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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55:34
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends
In this episode of China EVs & More, hosts Tu Le and Lei Xing dive into the biggest news in the global EV, AV, and mobility sectors. The episode kicks off with a discussion on the impact of the Lunar New Year on China’s auto market...
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56:26
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China
In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include:• US-China Trade & Tariffs – The impact of Biden’s 100% tariff on Chines...
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51:48
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights
Welcome to Episode 194 of the China EVs and More podcast! In this episode, hosts Tu Le and Lei Xing wrap up 2024 and share insights into the global EV and mobility sectors. Key topics discussed include:1.China’s Dominance in th...
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1:07:56
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience
In this episode, hosts Tu Le and Lei Xing discuss the latest developments in the electric vehicle (EV) market, reflecting on the Biden administration's impact on the industry. They analyze the significant growth of new energy vehicles (NEVs) in...
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1:11:52
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview
Welcome to Episode 192 of the China EVs and More podcast! In this episode, Tu Le and Lei Xing dive into the latest developments shaping the global electric vehicle (EV), autonomous vehicle (AV), and mobility sectors. Key topics include:<...
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56:58
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond
Join hosts Lei Xing and Tu Le in this dynamic episode of China EVs and More as they dissect the week’s most pivotal news and developments in the global EV, AV, and mobility sectors. From corporate shake-ups to industry resets, the disc...
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1:04:41
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk
SummaryIn this episode, Tu Le and Lei Xing discuss the latest trends and insights in the electric vehicle (EV) market, focusing on sales data from November, the competitive landscape involving major players like Tesla and BYD, and the ch...
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58:39
Episode #184 - Paris Motor Show Recap Special!
In this engaging episode of the China EVs & More podcast, Tu Le and Lei Xing recap their experience at the 2024 Paris Motor Show, offering insights into the evolving global EV landscape. Highlights include discussions on the growing ...
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55:17
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week
In this episode of the China EVs & More podcast, Tu Le and Lei Xing provide a comprehensive analysis of recent developments in the global EV and mobility sectors, with a spotlight on Tesla’s “We Robot” event and China’s growing influ...
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1:04:06
Episode #182 - September Sales, Global Competition and EU Tariffs
In this episode of China EVs & More, Tu Le and Lei Xing dive into the booming September sales figures in China’s EV market and the ongoing impact of geopolitical factors on the global automotive industry. They analyze the latest tren...
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56:01
Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means
The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the development of a robotaxi and the design of its own silicon to help run it. The bigge...
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59:41
Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience
The podcast starts with Lei seeing Tesla - all over Shanghai. Tu goes a step further saying that the Tesla brand is stronger in China than the Porsche brand. The conversation broadens out to a brief discussion about the Tesla earni...
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1:01:03
Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War
Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficiency is one big reason they're able to continue this blistering growth. This leads to a l...
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53:54
Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions
Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial...
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39:35
Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries
Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation for Legacy Auto in China even worse. Tu shifts gears and discusses how carmakers...
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1:05:31
Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some
Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a long moment to discuss this because this news sent shockwaves across the industry and is the rea...
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46:10
Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW)
The podcast starts with Tu and Lei's thoughts on the XPeng's Mona M03 and the aggressive pricing that was announced for the vehicle. This evolves into a recap of XPeng history on product launches and the hope that this launch can be more succes...
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57:40
Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?
Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially. Tu moves the conversation over to the improvement in X...
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44:32
Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul
Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng ove...
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38:23
Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take
Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shifts to reports that the Biden administration is looking at restricting Chinese conne...
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47:47
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition
The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discus...
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46:45
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs
Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China.&nbs...
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47:18
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next
Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's ...
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37:56