))
Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise
Manage episode 435221876 series 3594265
Content provided by Tu Le & Lei Xing, Tu Le, and Lei Xing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tu Le & Lei Xing, Tu Le, and Lei Xing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tu and Lei begin the podcast with a brief discussion about the double holiday being celebrated in China - National Day & Mid-Autumn Festival.
Lei then transitions the discussion to September sales and it wasn't very pretty for many EV companies. Tu reminds everyone that new vehicles were just launched by some brands and that those sales vehicles sales wouldn't be reflected until Q4'23.
Tu and Lei key in on XPeng and NIO to disuss their particular situations and move onto a few other surprise EV companies whose sales numbers stood out including BYD's continuous solid monthly numbers.
Tu and Lei turn their attention to the US market, the current UAW situation and the low take rate that has created more EV inventory than expected for US automakers.
Tu and Lei end the podcast with a discussion on the recent Cruise accident in SF and US EV startup INDI EV's bankruptcy that further complicates Foxconn's entry into the EV contract manufacturing space.
Chapters
1. Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:09:25)
3. (Cont.) Episode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for Cruise (00:10:06)
185 episodes
Share
