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China EVs & More

von 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 #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense

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  1. GM Finally Fights Back? Tesla's 5M Bet & China's Tech Takeover | China EVs & More #267

    GM 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 EVs & More, Tu Le and Lei Xing break down General Motors' la

  2. China's EV Giants Take Paris | BYD, XPeng, Tesla FSD & the AI Driving Battle | China EVs & More #266

    China'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 Lei Xing share their firsthand takeaways from Paris, where BYD,

  3. Geely Enters Canada! Porsche's China Crisis & Chinese EVs Take Paris | CEM #265

    Chinese automakers are getting closer to the U.S.—and Europe's biggest automotive brands are feeling the pressure. In Episode #265 (https://www.youtube.com/hashtag/265) of China EVs & More, Tu Le and Lei Xing break down Geely's official ent

  4. Detroit Gets the China Threat. But Is It Moving Fast Enough? | CEM #264

    *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 (https://www.youtube.com/hashtag/264) of *China EVs & More**, Tu Le and Lei Xing unpack the bi

  5. China's Auto Takeover Enters Phase 2 | BYD, Xiaomi, XPeng & the Global Shift | CEM #263

    China's automakers aren't just exporting cars anymore—they're exporting their entire playbook. In Episode #263 (https://www.youtube.com/hashtag/263) of China EVs & More, Tu Le and Lei Xing break down the next phase of China's global automot

  6. China's Next EV Plan Changes the Game | Tesla, Ford & the Global Auto Race | China EVs & More #262

    **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 new Five-Year Plan for intelligent connected NEVs, including a

  7. Only 56 of 700 EVs Are Winning in China | BYD, Tesla & the Coming Shakeout | CEM #260

    China 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 EVs & More, Tu and Lei break down China's accelerating EV

  8. China Squeezes Germany From Both Ends | BMW, VW, NIO & ZEEKR | CEM #259

    BMW 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 the biggest developments from the Chengdu Motor Show, includi

  9. China's Auto Takeover Hits 77% | VW, GM & Europe Feel the Pressure | CEM #258

    Chinese 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 & More, Tu and Lei unpack a dramatic shift in the world's large

  10. China's Auto Market Is Shrinking—So Why Is GM Doubling Down? | Ford Takes Aim at Cheap EVs | CEM #257

    GM 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 down General Motors' extension of the SAIC-GM joint venture, Ch

  11. Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256

    Could 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 Lei Xing unpack reports that Tesla could potentially sell, sp

  12. Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255

    The 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 partnering in Europe, what it means for the future of global manufactur

  13. XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254

    XPeng 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 and Lei Xing break down XPeng's global launch of the new MONA

  14. China's ICE Market Just Collapsed | Can Volkswagen, BMW & Mercedes Survive? | China EVs & More #253

    China'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 latest Chinese auto sales—and the numbers are staggering.

  15. The Winners & Losers of the Global EV Race Are Finally Emerging | China EVs & More #252

    We'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 why Polestar is exiting the U.S. market, Volkswagen is prepar

  16. BYD Wants to Be #1 in the World—Can Anyone Stop Them? | China EVs & More #250

    Episode 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 Chairman Wang Chuanfu publicly declared that BYD intends to become

  17. NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249

    China’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 why Chery is rapidly becoming one of China’s most successful g

  18. BMW Waves the White Flag? China’s EV Market Just Got Tougher | China EVs & More #251

    China’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 signals yet that China’s traditional ICE business is deteriorating

  19. NIO Is Back, Li Auto Stumbles & BYD Isn’t Slowing Down | China EVs & More Eps. 248

    The 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 reveal very different trajectories for China’s EV leaders. NIO appe

  20. The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247

    Back 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 automakers has completely flipped. What began decades ago as

  21. We Drove a Chinese EV 1,200km Hands-Free — And the Future Is Already Here | China EVs & More Ep. 246

    In this special on-the-road episode of China EVs & More, Tu Le and Lei Xing drive a Li Auto i6 from Beijing to Shanghai using Li Auto’s latest hands-free VLA intelligent driving system — experiencing firsthand how quickly China’s EV ecosyst

  22. Beijing Auto Show Preview: China’s SUV War Is Breaking the Industry | CEM #245

    Episode #245 of China EVs & More dives into a turning point moment for the global auto industry as China’s EV market enters a new phase ahead of the Beijing Auto Show. Tu Le and Lei Xing break down an explosion of flagship SUV launches acro

  23. China EVs Are Now Targeting America’s Most Profitable Vehicles | Auto Industry Warning | CEM #244

    In Episode 244, Tu Le and Lei Xing break down a major escalation in the global EV race: Chinese automakers are now targeting the most profitable segment in North America — large SUVs and trucks. NIO’s new ES9 flagship SUV delivers Tahoe-lev

  24. The EV Power Shift Is Here: China Expands While the West Struggles | CEM #243

    In Episode 243, Tu Le and Lei Xing break down a defining shift in the global EV industry: China’s EV growth is now being driven by exports as much as domestic demand.  March sales rebounded strongly, but the real story is export share. Com

  25. China EVs Are Moving Faster Than Ever — Tesla, Rivian & the West Running Out of Time? | Episode #242

    In Episode 242 of China EVs & More, Tu Le and Lei Xing break down a pivotal week in the global EV industry — one defined by accelerating innovation, new partnerships, and intensifying competition across China, the U.S., and beyond. XPeng re

  26. Honda’s $15B EV Collapse, Porsche Profits Crash, and China EVs Surge | Episode #241

    This week on China EVs & More, Tu and Lei break down one of the most turbulent weeks yet for the global auto industry. Honda stunned the industry by announcing $15.7 billion in EV write-downs and abandoning its “Zero” EV program, marking th

  27. NIO Just Hit a Major EV Milestone — And the Global Auto Industry Should Pay Attention | Episode #237

    In this episode of China EVs & More, Tu Le and Lei Xing break down one of the most eventful weeks in the EV industry — from NIO reaching major milestones to new rumors of partnerships between Chinese and Western automakers. NIO is on the ve

  28. Tesla’s China Problem Just Got Bigger — Xiaomi & BYD Are Taking Over | Episode #238

    In this episode of China EVs & More, Tu Le and Lei Xing break down the latest developments in the global EV industry as 2026 begins — including the evolving competition between Tesla, Xiaomi, BYD, and other Chinese automakers. January sales

  29. Chinese EV Tech Is Powering Western Cars Now — The Auto Industry Just Changed | Episode #239

    In this episode of China EVs & More, Tu and Lei unpack a rapidly changing global automotive landscape where Chinese EV technology is increasingly powering the future of the industry — even outside China. The discussion begins with a major s

  30. BYD’s 1500kW Charging Breakthrough — Tesla & the West Just Got a Wake-Up Call | Episode #240

    This week on China EVs & More, Tu and Lei break down one of the biggest developments of the year in the global EV industry: BYD’s massive technology reset and charging breakthrough. Facing slowing domestic sales and intensifying competition

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