Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends

China EVs & More

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 down Tesla’s latest earnings report, discussing Elon Musk’s focus on autonomy, the upcoming “Model Q” as an affordable EV, and Tesla’s unconventional approach to gathering data in China. They also analyze General Motors’ North American manufacturing shifts in response to potential 25% tariffs on Mexican and Canadian imports.

Other hot topics include Volkswagen’s talks with Chinese automakers about factory takeovers in Germany, Stellantis’ struggles, and the evolving dealer model in the U.S. automotive landscape.

Companies Discussed:

• Tesla (FSD, Model Y, upcoming affordable EV)

• BYD (Global sales surge, leadership recognition)

• General Motors (GM) (Tariffs, North American supply chain adjustments)

• Volkswagen (VW) (Potential factory deals with Chinese automakers)

• Stellantis (Inventory struggles, pricing strategy)

• Ford (U.S. EV strategies and competition)

• Hyundai (Amazon partnership, online sales model)

• Nissan & Honda (Potential alliance discussions)

• Xiaomi (Su7 model at the Spring Festival Gala)

• Huawei (Maxro S800 brand visibility)

• Chang’an (Ito M9 light show, Shenlan/Deepal S09, Qiyuan Q07)

• AutoFlight (eVTOL showcase)

• CATL (Battery partnerships)

• Unitree Robotics (Dancing robots at the Gala)

• RoboSense (Lidar technology)

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