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China EVs & More

Tu Le & Lei Xing

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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 ...
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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 explore the strategies of foreign automakers in China, the significance of local production, and the role of technolog…
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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, including the significance of the Spring Festival Gala as a marketing platform for Chinese EV brands. The hosts break…
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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 Chinese EVs and how Trump’s possible return could reshape trade policies. • Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competi…
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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 the EV Market: •China’s remarkable sales of nearly 13 million NEVs in 2024, representing a 50% domestic market share. •The c…
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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 China, the challenges faced by foreign automakers, and Tesla's strategic positioning in the market. The c…
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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: 1.NIO Day 2024 Highlights: •The debut of NIO’s Firefly brand targeting affordable EV markets. •The unveiling of t…
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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 re…
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Summary In 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 challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications o…
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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 trends, such as the shift towards EREVs (Extended Range Electric Vehicles), China’s competitive dynamics, and the EU’s ne…
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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 influence in the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, …
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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 influence of Chinese automakers in Europe, the resurgence of European brands like Renault, and key geopolitical chall…
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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 biggest news from XPeng was that they are entering the EREV space. The conversation then moves over to Audi's brand launch i…
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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 earnings call and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 20…
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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 larger conversation about October sales and the sales drops of the European automakers (BMW, Mercedes, Volkswagen Group,…
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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 institutions reactions to those new stimulus policies. Tu asks Lei to go over some of the vehicle launche…
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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 can still differentiate themselves even if they're using the same technology or more specifically, the same silicon to…
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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 realization to the world, if not clear yet, China EV Inc is putting the world on notice - that's its here and…
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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 successful than their past ones. Tu mentions that there are bad takes out there and emphasizes that price doesn'…
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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 XPeng's earnings and the momentum they may have when launching the Mona M03. The discussion moves over to who the global…
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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 over the last 10 years. Lei and Tu then move to discuss the speed of change and product refreshes. The automo…
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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 connected, intelligent driving technology for use on US roads including the ability to collect data on Americans. They proje…
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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 discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also…
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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. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that p…
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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 production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few …
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Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sa…
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Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all me…
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Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt o…
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Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands fu…
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This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to…
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Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns …
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First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen. For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent dr…
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Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shangha…
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Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV. Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xi…
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Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast t…
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This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle. The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take…
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Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch. After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the Wor…
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Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li Auto has been the darling of Wall Street but their sales have very suddenly hit a wall Tu then gives a short lesson on master production schedules, ordering parts and lead times and how any sudden change i…
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Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit and led to a broader discussion about Volkswagen Group and what Tu thought about VW Group's annual press conference and how important Porsche is to Volkswagen Group's global goals. After a detailed discuss…
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Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming to lean towards increasing protectionism. Lei then moves the discussion over to the R2 launch from Rivian, the follow up to their R1 and emphasizes the affordability factor with the R2. This turns in…
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Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some o…
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Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading the way with price cuts on their more popular vehicles daring their competitors to do the same. Tu then talks about the Buick Electra E5 EV that has just gone on sale for ~$23K and wonders out loud w…
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Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it's celebrated by their families. Lei then moves over to discuss the Chinese Opinions on NEV trade cooperation and both of them add their opinions about how the language and roll out of the opinion piece should b…
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Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emphasizing the MoM comparisons not that important due to Lunar New Year being in January last year. Tu anticipates what we should see in March and beyond depending on how panicked the OEMs will be coming…
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Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China. Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important …
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Lei throws a curveball to begin the show and talks about some of China’s societal challenges, namely the aging population and shrinking number of babies born. Tu chimes in with his experience coming to the US at a very early age. They broaden the discussion out a bit to bring in a few more noteworthy challenges to round out the discussion. Tu & Lei…
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Tu and Lei dedicate this episode to the sights and sounds coming out of Las Vegas CES 2024. Lei spends the first half of this episode unpacking all that he saw and thought about the technology he experienced and the people he spoke to. Tu and Lei then go onto some of the macro sales numbers that came from China for 2023 and unpack what they all mea…
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Tu and Lei begin the podcast out with a look back at how Tesla ignited the price war in the beginning of 2023. They move onto a discussion about Xiaomi and CEO Lei Jun's strategy for entering the market and building up excitement for their first vehicle that's due to launch in the next year and finally making guesses on what their vehicle's price w…
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Tu and Lei begin the podcast and take quite a bit of time to share their thoughts on NIO Q3 earnings and how to look at the numbers. They back out of the earnings to briefly review the announcements that NIO has made over the last several months. Tu moves out a few thousand feet to talk about the China market and some of the players in it and then …
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Tu and Lei start out the podcast with a quick review of the November sales and a broader discussion about the difficulty of and pressure on the EV makers to grow sales in an ultra competitive environment. They both then spend a few minutes unpacking the announcement & implications of VW developing an EV platform called the China Main Platform (CMP)…
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