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Episode #236 - Tesla Kills Icons, China EVs Surge, and the Awards That Define the Year
In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla’s strategic retreat from cars, China’s accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural China
Episode #235 - Robotaxis Scale, Tesla Pushes FSD, and the Premium Auto Model Starts to Crack
In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe. The conversation opens with a surge of AV and robotaxi news: T
Episode #234 - Canada Opens the Door, China EVs Advance, and Legacy Automakers Face a Reckoning
Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—and why this moment cou
Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative
Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics. This episode unpacks why CES is no longer a
Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs
In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu f
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry. With subsidies set to expire in 2026, November marked the real start of China’s year-end “m
Episode #231 - 2025 In Review
Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to
Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven
China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃 Tu & Lei break down Li Auto’s shocking Q3 collapse, CEO Li Xiang’s pivot to “embodied AI,” and why the brand is losing
Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock
In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond. Xiaomi’s YU7 officially outsells the Tesla Model Y in Octobe
Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift
This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in yea
Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎 Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spark deb
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China’s EV world as the industry faces mounting headwinds at home and abroad. They break down the major developments impacting China’s auto sector: • 🚘 NIO Day
Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play
Tu Le and Lei Xing unpack a pivotal month for China’s EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that’s reshaping the industry. 🇨🇳⚡️🌍 BYD’s domestic sales cool even as exports near 1 mill
Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪 Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed prof
Episode #221: Special IAA Mobility Edition!
Tu Le and Lei Xing bring you inside Europe’s biggest auto show where Chinese EV makers and global legacies collide. We break down: • Volkswagen Group’s push into €25K EVs (Cupra, ID Polo, Skoda Epiq) • BMW’s Neue Klasse iX3 vs. Mercedes’ al
Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China’s EV Chip Wars
In this episode, Tu Le and Lei Xing unpack a busy week in the global EV world — from the Chengdu Motor Show to the explosive 42,000 Zeekr 9X reservations in just one hour. We dive deep into: • 🚙 Zeekr 9X launch & aggressive pricing strateg
Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast’s Rise in Vietnam
In Episode 218 of China EVs & More, Tu Le and Lei Xing break down one of the most heated summers yet in China’s EV world — a season of price wars, social media battles, and momentum shifts. We cover: • ⚔️ Onvo L90 vs. Li Auto i8 rivalry – a
Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout
In this episode of China EVs & More, Tu (Sino Auto Insights) and Lei (former Editor-in-Chief of China Auto Review) dive deep into the latest developments in the global EV and mobility sector. From NIO’s bold ES8 relaunch and pricing strateg
Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports
In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market. They analyze the implications of these deve
Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
In this episode, Tu Le and Lei Xing dive deep into: ✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers? ✅ NIO’s Onvo L90 Launch – Priced under RMB 200K, this fa
Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y
In this episode of China EVs & More, Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that’s reshaping the industry, why Tesla’s Model Y remains resilient despite new competition, and th
CEM MAX AutoShanghai2025 Roundtable - Part #2
Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on internatio
Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers. Th
Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla. They share insights from their experiences with Waymo i
Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automake
Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales
CEM MAX AutoShanghai2025 Roundtable - Part #1
Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conve
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout
Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for domin
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled
In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market,
Special Episode - On the Road (Beijing to Shanghai)
Tu and Lei embark on a road trip from Beijing to Shanghai in a NIO ET5, discussing their experiences with the vehicle, insights from the Shanghai Auto Show, and the advancements in battery swapping technology. They share their thoughts on t
