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China EVs & More

von Tu Le & Lei Xing

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  1. Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai

    In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automake

  2. Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key events such as the New York Auto Show and the upcoming Shanghai Auto Show. They highlight BYD's recent achievements, including

  3. Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug

    In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the performance of major automakers like Porsche, and the shifting dynamics in the premium market

  4. Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and trade tariffs on the industry. They analyze the sales performance of major players like BYD a

  5. Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup

    In this week’s episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYD’s dominance. 🇨🇳🚗💥 Topics covered: • The impact of new U.S. tariffs on EVs and parts, and

  6. Episode #203 - BYD's Faster than Filling Up, NIO Keeping On

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major players like BYD and NIO. They explore the implications of recent announcements regarding c

  7. Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK!

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze the impact of new models like the XPeng G6 and the challenges faced

  8. Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explore the im

  9. Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li)

    In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape. The

  10. Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra

    In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. They discuss the rise of intelligent driving technologies, the impact of Tesla's Full Self-

  11. CEM MAX #20 - ClearMotion CEO, Christian Steinmann

    In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion. He discusses the challenges and innovations in

  12. Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads

    In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the

  13. Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025?

    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

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

    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, includi

  15. Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China

    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 cou

  16. Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights

    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:

  17. Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience

    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

  18. Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview

    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.N

  19. Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond

    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 discussio

  20. Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk

    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 chal

  21. Episode #184 - Paris Motor Show Recap Special!

    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 influen

  22. Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week

    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

  23. Episode #182 - September Sales, Global Competition and EU Tariffs

    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, suc

  24. Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means

    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 f

  25. Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience

    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

  26. Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War

    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 con

  27. Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions

    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 finan

  28. Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries

    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 stil

  29. Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some

    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

  30. Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW)

    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 su

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