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 discussion highlights critical issues shaping the future of mobility.

Discussion Topics:

     •  The sudden challenges and restructuring at Ji Yue, a joint venture between Geely and Baidu.

     •  Analysis of the “reset” era in China’s EV market and its implications for startups and legacy automakers.

     •  BYD’s dominance and its impact on both domestic and international markets.

     •  Evaluating automaker strategies, from Volkswagen’s 10-point plan for China to Stellantis’ investments in Leapmotor and CATL.

     •  NIO’s ambitious goals for profitability and scale in 2025 and its evolving battery-swapping ecosystem.

     •  Insights into the global implications of shifting EV production and market dynamics.

     •  The collapse of GM’s Cruise and its lessons for autonomous vehicle technology.

     •  Predictions for market protectionism and its effects on EV exports, especially in South America.

Companies Discussed:

     •           Geely, Baidu, Ji Yue

     •           BYD, Nio, Leapmotor

     •           Volkswagen, GM, Stellantis

     •           CATL, Tesla, Waymo

     •           GAC, Huawei, Xiaomi

Tune in for an in-depth exploration of the challenges and opportunities in the ever-evolving EV and mobility industries!