Om denne podkasten
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
Episoder
De 20 nyeste av 271 episoder
- GM Finally Fights Back? Tesla's 5M Bet & China's Tech Takeover | China EVs & More #267 · 57 minGM is finally getting serious about AI, autonomous driving and faster vehicle development. But can it catch Tesla and China's rapidly evolving automakers? In Episode #267 of…
- China's EV Giants Take Paris | BYD, XPeng, Tesla FSD & the AI Driving Battle | China EVs & More #266 · 53 minChina's automakers made a major statement at the 2026 Paris Motor Show—and the competition is no longer just about electric cars. In Episode #266 of China EVs & More, Tu Le and…
- Geely Enters Canada! Porsche's China Crisis & Chinese EVs Take Paris | CEM #265 · 39 minChinese automakers are getting closer to the U.S.—and Europe's biggest automotive brands are feeling the pressure. In Episode #265 of China EVs & More, Tu Le and Lei Xing break…
- Detroit Gets the China Threat. But Is It Moving Fast Enough? | CEM #264 · 53 min*Detroit knows the Chinese auto threat is real. The bigger question is whether it's moving fast enough to do something about it.* In Episode #264 of *China EVs & More**, Tu Le…
- China's Auto Takeover Enters Phase 2 | BYD, Xiaomi, XPeng & the Global Shift | CEM #263 · 45 minChina's automakers aren't just exporting cars anymore—they're exporting their entire playbook. In Episode #263 of China EVs & More, Tu Le and Lei Xing break down the next phase…
- China's Next EV Plan Changes the Game | Tesla, Ford & the Global Auto Race | China EVs & More #262 · 40 min**China just laid out its automotive roadmap through 2030—and electrification is only the beginning.** In Episode #262 of **China EVs & More**, Tu Le and Lei Xing unpack China's…
- Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | CEM #260 · 40 minChina has roughly 700 NEV models on sale—but only 56 sell more than 5,000 units a month. That's how brutal the world's most competitive EV market has become. In Episode #260 of…
- China Squeezes Germany From Both Ends | BMW, VW, NIO & ZEEKR | CEM #259 · 28 minBMW and Volkswagen are getting more aggressive in China—but NIO, ZEEKR and the Chinese competition aren't slowing down. In Episode #259 of China EVs & More, Tu and Lei break down…
- China's Auto Takeover Hits 77% | VW, GM & Europe Feel the Pressure | CEM #258 · 36 minChinese automakers just captured 77.4% of China's passenger-vehicle market—and exports have topped one million vehicles for two consecutive months. In Episode #258 of China EVs &…
- China's Auto Market Is Shrinking—So Why Is GM Doubling Down? | Ford Takes Aim at Cheap EVs | CEM #257 · 43 minGM is doubling down on China for another 20 years—just as China's auto market enters one of its toughest periods in years. In Episode #257 of China EVs & More, Tu and Lei break…
- Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256 · 59 minCould Tesla really leave China—the market and manufacturing base that helped transform it into the world's most valuable automaker? In Episode #256 of China EVs & More, Tu Le and…
- Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255 · 59 minThe global automotive industry may have just crossed another major turning point. In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are…
- XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254 · 41 minXPeng just held the biggest launch event in company history—and they chose Munich, Germany, the heart of Europe's automotive industry. In Episode #254 of China EVs & More, Tu Le…
- China's ICE Market Just Collapsed | Can Volkswagen, BMW & Mercedes Survive? | China EVs & More #253 · 42 minChina's automotive market may have just crossed one of the most important milestones in modern automotive history. In Episode 253 of China EVs & More, Tu Le and Lei Xing analyze…
- The Winners & Losers of the Global EV Race Are Finally Emerging | China EVs & More #252 · 47 minWe're only halfway through 2026, but the global automotive industry is already revealing its biggest winners—and its biggest losers. In Episode 252, Tu Le and Lei Xing break down…
- BMW Waves the White Flag? China’s EV Market Just Got Tougher | China EVs & More #251 · 44 minChina’s EV market is entering a new chapter—and it could be the toughest one yet. In Episode 251, Tu and Lei break down why BMW’s latest guidance may be one of the clearest…
- NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249 · 34 minChina’s EV industry isn’t slowing down—it’s becoming even more competitive. In Episode 249, Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine…
- BYD Wants to Be #1 in the World—Can Anyone Stop Them? | China EVs & More #250 · 46 minEpisode 250 marks a major milestone for China EVs & More—and fittingly, the discussion centers on one of the boldest announcements yet from China’s automotive industry. BYD…
- NIO Is Back, Li Auto Stumbles & BYD Isn’t Slowing Down | China EVs & More Eps. 248 · 44 minThe balance of power among China’s leading EV makers may be shifting. This week on China EVs & More, Tu Le and Lei Xing break down a remarkable set of earnings results that…
- The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247 · 45 minBack from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western…
