Shows
China EVs & MoreEpisode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big PushIn 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 family-sized SUV is positioned to challenge Tesla and Li Auto head-on.✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China’s most competitive segment?✅ BYD Strategy Shift –...2025-07-2152 minChina EVs & MoreEpisode #210 - The BYD Bullseye, Price War Fallout, and China’s EV ShakeoutTu 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 dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPeng’s momentum in tech and exports.Plus: reflections from Tu’s panel at the Mackinac Policy Conference, GM’s retreat in China, and why Michigan must lead the U.S. into the next era of mobility.🔋 Topics in...2025-06-021h 02China EVs & MoreEpisode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYCIn 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 winning prestigious awards and expanding its global presence. The conversation also touches on the challenges faced by EV manufacturers, the importance of intelligent driving technology, and the impact of recent accidents on the industry's marketing strategies. Additionally, they explore the role of Chinese tech companies in shaping the future of the automotive landscape and the significance of...2025-04-241h 01China EVs & MoreEpisode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV ShakeupIn 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 what it means for Tesla, the Big 3, and global supply chains• BYD’s explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030• The launch of the Yangwang U7 – a 1,300 hp luxury EV aiming squarely at the EQS and i7• Why Germany and Japan may be the...2025-03-3153 minChina EVs & MoreEpisode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto TrendsIn 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...2025-02-0357 minChina EVs & MoreEpisode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in ChinaIn 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 could reshape trade policies.• Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competition. Discussion on Tesla’s FSD approval in China and how it stacks up against local brands.• China’s EV Market – Government in...2025-02-0352 minChina EVs & MoreEpisode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES HighlightsWelcome 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:•China’s remarkable sales of nearly 13 million NEVs in 2024, representing a 50% domestic market share.•The continued decline of foreign automakers in China, including shrinking market shares for Mercedes, Volkswagen, and Porsche.2.Tesla’s Market Strategies:•The Model Y’s global success as the best-se...2025-01-241h 08China EVs & MoreEpisode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show ExperienceIn 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) in China, the challenges faced by foreign automakers, and Tesla's strategic positioning in the market. The conversation also touches on economic factors influencing the EV sector, including trade-in policies and currency fluctuations, before wrapping up with insights from the recent CES event. In this conversation, Tu Le and Lei Xing discuss their experiences at CES, focusing on the innovations i...2025-01-241h 12China EVs & MoreEpisode #192 - NIO Day, DeepDive on Battery Swapping, CES PreviewWelcome 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.NIO Day 2024 Highlights:•The debut of NIO’s Firefly brand targeting affordable EV markets.•The unveiling of the luxury ET9 model and its groundbreaking steer-by-wire technology.2.Battery-Swapping Innovations:•The rise of NIO and CATL as leaders in the batt...2025-01-2457 minChina EVs & MoreEpisode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and BeyondJoin 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 discussion highlights critical issues shaping the future of mobility.Discussion Topics:   • The sudden challenges and restructuring at Ji Yue, a joint venture between Geely and Baidu.   • Analysis of the “reset” era in China’s EV market and its implications for startups and legacy automakers.   • BYD’s dominance and its impact on both domes...2025-01-021h 05China EVs & MoreEpisode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China FunkSummaryIn 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 challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications of government incentives, market strategies, and the evolving consumer trust in various brands. The conversation highlights the dynamic nature of the EV sector and the ongoing adjustments required by manufacturers to stay relevant.KeywordsEV market...2024-12-0959 minChina EVs & MoreEpisode #182 - September Sales, Global Competition and EU TariffsIn 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, such as the shift towards EREVs (Extended Range Electric Vehicles), China’s competitive dynamics, and the EU’s new tariffs targeting Chinese EVs. Additionally, the co-hosts explore the future of vehicle design and innovation driven by consumer and market demands in China.Key Topics Covered:•September Sales Re...2024-11-2755 minChina EVs & MoreEpisode #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 influence of Chinese automakers in Europe, the resurgence of European brands like Renault, and key geopolitical challenges shaping the automotive industry. The duo also shares anecdotes about networking, market dynamics, and the cultural aspects of the show.Key Topics Covered:•Chinese Automakers in Europe: The prominence of brands like BYD, Xpeng, and AI...2024-11-2755 minChina EVs & MoreEpisode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden WeekIn 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 the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, and the impact of trade tensions between China and the EU.Key Topics Covered:•Tesla’s “We Robot” Event: A breakdown of Tesla’s announcements, including the Cybercab and Robo-van, and their implicatio...2024-11-271h 03China EVs & MoreEpisode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference ExperienceThe 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 and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 2023. Tu moves on to congratulate WeRide for IPO'ing on the NASDAQ something they'd plan on doing much sooner. They discuss who is still up to IPO in the US later this year or...2024-11-051h 00China EVs & MoreEpisode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip SummariesTu 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 still differentiate themselves even if they're using the same technology or more specifically, the same silicon to power the infotainment and intelligent driving systems. Tu then also discusses what could happen to the foreign suppliers if they're not able to speed up their level of innovation to keep pace with their Ch...2024-10-071h 05China EVs & MoreEpisode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's NextTu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few minutes to discuss how business has evolved in China the last several years and how China's maturity as an economy makes it tougher than before to get out of economic slumps. Tu switches gears to talk ab...2024-07-2438 minChina EVs & MoreEpisode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJTu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sales dash including the impact some of the new vehicles scheduled to begin delivery will have on the competitive landscape.The discussion moves over to the VW Group investment and partnership a...2024-07-1858 minChina EVs & MoreEpisode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show)First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen.For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent driving system called X-NGP. The purpose of the trip was to test the X-NGP system and get a feel for the charging infrastructure in China. They also recorded a video of their conversation and posted i...2024-05-201h 13China EVs & MoreEpisode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the YearTu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch.After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the World Car of the Year awards and who ultimately won. Lei also happened to visit a Rivian store and was able to see the R2 for the first time in real life a...2024-04-0144 minChina EVs & MoreEpisode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI CollabTu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China. Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important the China market is to everything that Tesla does. Lei then changes gears into a discussion about the recently unveiled Porsche Macan EV that still doesn’t have pricing for the China market announced. Tu gets i...2024-01-3039 minChina EVs & MoreEpisode #149 - Lei unpacks CES 2024, GM Sales in China 📉, FInal Numbers from 🇨🇳Tu and Lei dedicate this episode to the sights and sounds coming out of Las Vegas CES 2024. Lei spends the first half of this episode unpacking all that he saw and thought about the technology he experienced and the people he spoke to. Tu and Lei then go onto some of the macro sales numbers that came from China for 2023 and unpack what they all mean, including GM's slide since 2017. Tu closes out the podcast by telling Lei he's considering buying a used Tesla from Hertz now that they've put a number of them on sa...2024-01-1641 minChina EVs & MoreEpisode #142 - NIO & Changan Swap, Tu and Lei Go to LA for the Show (and more), China Loves EREVsThis episode starts with Tu and Lei unpacking the significance of NIO partnering with SOE Changan to expand it's swapping services. After a significant deep-dive into the NIO swapping news, Tu then asks Lei about the announcement that Stellantis will use CATL to supply them batteries for the EU market. This in addition to the recent investment that Stellantis had made in Chinese EV company LeapMotor. The conversation transitions over to the US and Tu and Lei's thoughts on how the final IRA language is going to shake out and how it may affect the au...2023-11-2845 minChina EVs & MoreEpisode #140 - Zeekr Track Day in the US, Lei's Chat with NIO's Ganesh Iyer, A Mad Dash to Close 2023Tu and Lei begin this podcast by discussing the layoffs announced at NIO and how this could help them and why it was potentially overdue. Tu and Lei educate on what Single's Day in China is and how even EV brands have gotten in on promotions during the biggest digital commerce day in the world. Tu and Lei give a quick update on BYD sales for 2023 and posit that they are really the ONLY company that's continuing to grow it's already substantial sales in China and starting to build sales momentum ex-China. They bot...2023-11-0945 minChina EVs & MoreEpisode #138 - Euro Legacies Still Love China, Li Auto MEGA and Graphite RestrictionsTu starts with a brief update and discussion with Lei on Tesla in China and the overall slowdown in the EV space around the world. The conversation quickly moves to Bill Ford's comment about Chinese EVs 'coming to our shores' and a brief discussion on Ford's recent moves. Tu and Lei move onto discussing European brands Citroën, Peugeot and Mini and how they continue to be built in China and in Mini's case, will be built in China and exported to the rest of the world. Tu then asks Lei if he like...2023-10-2435 minChina EVs & MoreEpisode #136 - Double Holiday edition, September China Sales, The Hits (and Runs) Keep Coming for CruiseTu 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...2023-10-1632 minChina EVs & MoreEpisode 129 - XPeng earnings, Lei's trip to NEO Park, Our Next Energy Tech updateThe podcast starts with Lei being a bit nostalgic about leaving Beijing after visiting for the last 2 months. It quickly moves to a discussion about XPeng earnings with Lei summarizing the earnings call and Tu giving his readout on what it all means. This discussion evolves into a broader discussion about the price war and overalll economy that continues to struggle in China with both Tu and Lei having spoken recently with friends living in China and how they feel everything that’s going on there. Lei starts his discussion about his trip to NE...2023-08-3043 minChina EVs & MoreEpisode 128 - Bumping in to Frank Wu, BYD gets to 5 Million, Doubling Down on HydrogenLei kicks off the podcast with how he randomly bumped into Frank Wu at the Jidu, now JiYue Experience Center in Beijing. Tu believes that after seeing the features on their first vehicle, that if executed properly - could push the entire sector into the smartification phase of the EV transition. Tu moves the conversation over to Zeekr’s price cut while Lei then talks about their recent subscription service. Tu stops the podcast to congratulate BYD on building their 5 millionth NEV. Both Tu and Lei marvel at the speed at which they got t...2023-08-1746 minChina EVs & MoreEpisode 127 - Behind the Wheel: XPeng G6, Pony & Toyota Get More Serious, Jetta to use LeapMotor's TechLei starts this pod out with a brief history lesson about Vitesco which was spun off from Continental’s powertrain business that had some roots at Siemens.Lei pivots to talking in detail about his time behind the wheel of the new-ish XPeng G6 including letting the City NGP function take over for parts of his journey. Tu then points out that as the price war has heated up, more and more complaints have arisen from customers who are purchasing these EVs. Tu takes a moment to differentiate between fails vs. (too) complicated design and how...2023-08-1556 minChina EVs & MoreEpisode 125 - Bigger Stimulus for EV purchase on the way, BYD wants to build in India, Unpacking NIO Power DayLei gets right to it with his update that 13 ministries have combined to initiate measures to boost auto consumption as the economic growth is China has still gotten past its Zero COVID funk. Tu and Lei then take a few minutes to go over some economic data over the last few months. Tu and Lei then move the discussion over to whether Audi can turn it around even after the announced partnership with SAIC for its EV platform. Tu then broadens out his discussion to all of ABB (Audi, BMW, Benz) and their chances to turn it ar...2023-07-2659 minChina EVs & MoreEpisode 124 - 25K Downloads for CEM, Li Bin Wants an Open US market, Lei's Trip so far to BeijingThe pod begins with the announcement that China EVs & More (CEM) had gotten it's 25K download - Congratulations to us!Tu moves the discussion over to the rumors about Audi kicking the tires on an SAIC EV platform in order to try and catch up with Tesla and the other China EV Inc. and a broader discussion about how Audi got here. Tu points back to when he said every automaker is going through a 'Make vs. Buy' decision on every strategic (large) software / hardware move they make due to the lack of a tech c...2023-07-181h 00China EVs & MoreEpisode 123 - June sales, Fairplay Pledge, China NEV manufacturing credits get recalc'dThe pod starts with a review of June sales with Tesla and BYD dominating the market while many other brands breaking sales records including Tesla and BYD.Tu points out for the EV purists that BYD beat Tesla for sales of BEVs in China for June. He also points out that breaking sales records are fine but the real test is whether monthly & quarterly sales are growing faster than the market. Lei moves the discussion over to the pledge by 16 automakers that they would play fairly and vow to not continue the price war. Both T...2023-07-1537 minChina EVs & MoreEpisode 122 - Delicate Chinese economy, XPeng G6 Importance, So much news to coverLei kicks off this episode with his experience going to a Beijing Guoan game - Beijing’s professional soccer team. Tu then talks about the pollution blanketing MI with the smog coming from Canada and how it reminds him of his time living in China. Onto a detailed discussion about the XPeng G6 which just began delivery this week. Tu and Lei agree about how important this vehicle is for XPeng and the high expectations for the vehicle. Tu emphasizes that the Chinese economy has not fully recovered from Zero COVID and that it wi...2023-07-0444 minChina EVs & MoreEpisode 121 - China extends NEV purchase tax exemption, Unpacking VW Capital Markets Day, NIO recruits another investorIn this episode, Lei broadcasts for the first time in Beijing and Lei talks about his immediate thoughts about being back while Tu reflects on some of his experiences driving in Beijing and China. Tu and Lei then shift the discussion over to the China NEV purchase tax exemptions and the announcement that they’d be extended but capped while also being reduced over time. Both Tu and Lei expected this announcement while Lei throws out how much the exemptions have totaled to date. Tu expects that we should know by the beginning of Q4’23 whether the exemp...2023-07-0338 minChina EVs & MoreEpisode #120 - Revisiting the NIO price cuts, Li Auto wants to outsell ABB, NIO Q & ALei starts the podcast a deeper dive into the NIO price cuts and a bit of commentary on the quick after effects.Tu poses a few questions to Lei about whether the ¥30K cut was enough to build positive momentum. Tu thinks that the price cut will offer a temporary positive push but that NIO still needs to reconcile its product and business strategy to ensure that the gains are longer term.Tu moves the chat over to Li Auto's bullishness and whether Li Auto will be able to outsell ABB. Lei doubles dow...2023-06-221h 04China EVs & MoreEpisode #118 - May Sales, Elon in China and Lei in California for VWTu and Lei talk May EV sales and Lei calls the top group BATL BYD, GAC AION, Tesla, Li Auto are clearly the front runners consistently outperforming the rest of their competitors, specifically NIO.Tu and Lei also anticipate Li Auto to continue their strong sales with Tu spotlighting Zeekr to be potentially a future sales leader once the Zeekr X ramps. Elon, Tesla and China - The discussion moves over to Elon’s recent visit to China and Tu briefly reads an excerpt from this week’s newsletter that summarizes his take on Elon’s visit...2023-06-0649 minChina EVs & MoreEpisode #115 - More Cariad Drama, Li Auto spotlight and Geely & Changan talk collaborationTu starts this podcast off with his thoughts on the latest reorg of Volkwagen Group's Cariad software group wondering why they installed another 'car' guy to run Cariad when Blume had a real opportunity to catalyze real change at the division.He then compares and contrasts that with the recent hire of Mike Abbot by GM to run their software team. After Tu's take, Lei spends a few minutes giving his counterpoint on Tu's thoughts.Lei transitions the conversation over to two product launches, one by BYD and the other by Wuling that caught his...2023-05-2653 minChina EVs & MoreEpisode #116 - VW & Huawei, What's Next for Tesla, China - Global Export KingTu and Lei recap all of the big, 'watershed' moments of the last few weeks with the latest being VW rumored to be in talks with Huawei about a potential partnership in China. The convo then moves onto the latest news about Tesla and a larger conversation about what's next for them besides the Cybertruck, where will it happen and how much will it cost? If Model 2, how will it do now that BYD will be a significant competitor in most of the markets they'd likely launch the MIC M2 in?Tu and Lei then b...2023-05-2248 minChina EVs & MoreEpisode #114 - April Sales, Ford’s New China Strategy, Tu's Adventures Returning to the USTu and Lei start the pod with a brief discussion about April sales the surprises and the disappointments. Lei then moves the conversation to Jim Farley outlining Ford’s updated strategy for the China market with exports being a primary business priority and exiting certain segments in the market. After closing out the April sales, Tu talks about the last week and a half of his return to China including going into detail about his visit BYD and riding DeepRoute and Pony AI robotaxis in Shenzhen. Tu follows up with Tu’s adventure from Sh...2023-05-1450 minChina EVs & MoreEpisode #111 - Tu & Lei Going Back to China, Reflections on the NY Auto Show, GM Kicks Apple OutLei kicks off the pod with his feelings on heading back to China after more than 3 years away. Tu then talks a bit about how much China has changed in that short amount of time. Lei moves the discussion over to his trip to the New York auto show and highlights the RAM EV truck that was unveiled. Tu comments on the massive size of the battery pack for the RAM. This gets them into a discussion about what the OEMs and the US need to do in order to create a real EV revolution in...2023-04-1347 minChina EVs & MoreEpisode #110 - AutoShanghai Buildup, BYD Earnings, Faraday Job #1The pod begins with Tu recalling the ordering process for OEMs to suppliers and Lei and Tu discussing the impact of the emissions standard update in July on the pricing and sales of ICE vehicles, specifically those that do not meet the new emissions requirements. Tu and Lei then move the conversation over to BYD and their export ambitions, recent earnings and overall outlook as they expand further into international markets. Lei then moves the conversation over to Huawei and they both discuss Huawei’s ambitions, their partners and what they think will Huawei’s ultima...2023-04-1344 minChina EVs & MoreEpisode #109 - XPeng Earnings, Geely Explained, Updates on the Price WarThe podcast begins with a brief discussion on Ford's accounting of EVs for China and China operations in general. They move their discussion to XPeng's earnings report and take some time to unpack what their troubles were in 2022 and what they're doing to address them now. Lei then summarizes Geely Holdings and their numerous brands and how they all fit together some of the history of a few of the brands that westerners might not have heard of and they both take a few minutes to update on Zeekr. Tu and Lei then giv...2023-03-2839 minChina EVs & MoreEpisode #106 - Unpacking Tesla Investor Day, Luminar's Big Ambitions, China - February SalesThe podcast starts with Tu and Lei having a long discussion about their takeaways from Tesla's Investor Day. For Tu it was all about the ambitious numbers that stood out. Lei thought it was notable that Tom Zhu came out to present. Lei then moves the conversation over to his attending Luminar Day and they both reflect on how important the China market is for Luminar if they're to hit on any of their lofty sales and install goals. The pod ends with Tu and Lei briefly touching on February sales as the sales numbers we...2023-03-0635 minChina EVs & MoreEpisode #104 - Ford & CATL Collab, Tesla's refreshed MIC M3, Charlie Munger Praises BYDLei gets right to it by starting the pod out talking about the HUGE Ford + CATL deal, first giving some background and then unpacking what it all means for Ford, CATL and others. Tu prompts Lei to give a download about Geely's new brand - Galaxy (?) and Tu wonders how or more appropriately where it'll fit in their portfolio.Tesla becomes the next topic of discussion, specifically Tesla shutting a line down at ShanghaiGiga to retool for the rumored refreshed MIC M3. Tu also congratulates Tesla for overtaking Toyota for vehicle sales in California, another h...2023-02-2142 minChina EVs & MoreEpisode #103 - Hesai’s IPO, Introducing the Li Auto L7, Tesla #1 in CATu and Lei begin this week’s pod with a discussion and what led up to Hesai’s recent IPO and capital raise of $190M. Tu speculates that there are likely companies that have traditionally been suppliers to the OEMs that, due to the current disruption will look to move upmarket to compete directly with the OEMs.The discussion moves over to the launch of the 5-seat Li Auto L7 and what the prospects are for the vehicle and company. Both Tu and Lei seem to be bullish on Li for now due to their entirely (very simi...2023-02-1340 minChina EVs & MoreEpisode #99 - Lei at CES, Software-Defined isn't accurate, Final 2022 sales numbersLei begins the episode with his experience so far at CES including updates on the BMW & Volkswagen unveils and the media events he attended.Tu and Lei speculate that due to the huge number of LiDAR companies in the space, there will be consolidation in the near future. They will not ALL be winners.Tu jumps on his soapbox to complain about how he thinks SDV - software-defined vehicle is a terrible acronym that's being thrown out nowadays to describe the connected vehicle. Tu and Lei close the show with a recap of t...2023-01-1345 minChina EVs & MoreEpisode #98 - 100th Episode - GZ Auto Show, Unpacking NIO Day & the 2022 Year in ReviewTu and Lei begin their 100th episode with a discussion on the muted Guanzhou auto show and how it was affected by COVID. After a long discussion about all the happenings at the Guangzhou auto show, Tu and Lei move onto a discussion about NIO Day and how NIO seems to be one of the few automakers outside of BYD that is looking forward to 2023.After a chat about NIO, Tu and Lei give out their end-of-the-year awards to the good, bad and ugly companies that made news throughout 2022. Tu and Lei close ou...2023-01-0558 minChina EVs & MoreEpisode 97 - Tesla's long year, NIO Day surprises, ECarX IPOTu and Lei start the chat with a discussion on Tesla's major fall in 2022 and give their opinions on whether or not Tesla should've ever been a $1.2T company.Tu then talks briefly about a happy hour he attended and gives his reflections on what's happening in Detroit and the US after having spent the last 4 months there.Lei moves the conversation over and outlines what to expect from the upcoming NIO Day. Tu and Lei they then unpack the ECarX IPO and what it really means for the IPO market for Chinese E...2022-12-2841 minChina EVs & MoreEpisode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023Tu and Lei start out the podcast with a discussion on rumors of Ford building a battery factory that CATL would use to fab cells for Ford vehicles. This evolves into broader discussion about CATL & Huawei's ambitions.Lei then talks the broader China economy for 2023 and how exports will likely continue to be strong next year.Tu and Lei move the pod over to Li Auto's ambition and current sales of the L8/L9. Tu and Lei then discuss some of the topics they discussed for their Deutsche Bank investor call including how t...2022-12-2036 minChina EVs & MoreEpisode 95 - COVID Update - Opening up(?), More Details on November sales, Tesla NOWThe pod starts out with the latest news on the ground in China re: COVID and how it's ripping through the country since the Zero COVID strategy was abandoned. Lei then transitions the conversation over to what he anticipates December sales to look like. Tu details how competitive the sub-¥300K segment is in China and warns any EV makers about entering that segment. Both Tu & Lei move their attention and conversation to Tesla and their reads on Tesla's current situation in China including the rumor that Elon has found a new CEO to replace him...2022-12-1243 minChina EVs & MoreEpisode 94 - Zero COVID > ALL COVID, Unpacking November sales, the latest on the Global AV sectorTu and Lei begin the podcast with a discussion on the complete turnaround by the Chinese govt. on COVID policy, how it's completely changed everything on the ground, how long it might take for COVID to spread throughout the country and if it'll have any damaging effects on business. Lei reflects briefly on Jiang Zemin's death and the impact he had on China's modern automotive sector. Tu and Lei quickly move over to a broad discussion on November sales and what caught their attention including a deeper analysis on China's Big 4: Li Auto, XPeng, NIO, an...2022-12-0950 minChina EVs & MoreEpisode 93 - Thanksgiving Edition: Covid in China, the Latest, Apollo & Pony - backseat safety drivers (?)The podcast starts with a brief update on the COVID situation in China and how its affected production this time around. Tu and Lei then move onto a BYD update - namely the news that BYD will be increasing the price of their products and the rumors of BYD launching production sodium ion battery cells early next year. Tu then brings up the announcement by Mary Barra that GM will be launching 10 electric vehicles by 2025 in China that will all be built off the Ultium platform. Tu emphasizes that this is what's called a 'blitz.'2022-11-2846 minChina EVs & MoreEpisode 92 - LA Auto show edition: Cruise Automation ride, Bumping into People, Motor Trend's Coding the CarThe pod begins with Lei having just returned from LA while Tu was still there after they'd spent the last few days doing a NorCal & SoCal trip.Tu and Lei begin with a detailed discussion about their (two) rides in the GM - Cruise Automation's driverless robotaxis in San Francisco. They went from Japantown to Sunset at ~10pm in the evening.Tu and Lei move onto congratulating Henrik Fisker and team for getting the Fisker Ocean to Job #1 in Austria (with a lot of help from Magna) and then Lei highlights some of the people th...2022-11-2646 minChina EVs & MoreEpisode 90 - BeyonCa launches, TuSimple & Faraday Future Challenges, Operational ConsistencyTu chews on the latest EV startup to throw its hat in the ring - BeyonCa. Lei and Tu take the first several minutes of the show discussing in detail how the company came about and how Weiming Soh, the current Renault China CEO & BeyonCa founder, was able to pull everyone together. The conversation then moves onto two China-fornia companies having problems in the US, TuSimple and Faraday Future. Tu and Lei discuss what they'd heard which has now mostly been substantiated by the recent articles about the two company's challenges. Tu and Lei end th...2022-11-1855 minChina EVs & MoreEpisode #88 - Lei Goes to Paris, Tu Goes to San Francisco, The Lower Segments Drive the Sales Volume in ChinaThe pod starts with Tu and Lei talking about Tavares' comments about doing business in China and how Europe should place import tariffs on Chinese imported EVs into Europe. They discuss whether his comments were controversial or not. Lei then takes a few minutes to discuss his time at the Paris Motor show and the Chinese brands that both directly and indirectly attended and how it seems that they've infiltrated the. market already.Tu talks about his trip to San Francisco and the panel that he sat on regarding China US trade and IP rights. 2022-10-281h 04China EVs & MoreEpisode 87 - Volkswagen Invests in Horizon Robotics, US Chip Restrictions tighten, Polestar 3 UnveiledTu and Lei immediately get to the biggest news of the week - the Volkswagen Group investment in Chinese chip design startup Horizon Robotics. They both articulate what they believe the implications are from this transaction, especially at this sensitive time. Tu moves the discussion over to the increased restrictions posed on China for chips and chip making equipment by the US govt and what this does to US employees working for companies currently working to support Chinese chip design and fabrication companies.Lei then shifts the conversation over to September sales which bleeds into th...2022-10-1853 minChina EVs & MoreEpisode #86 - NIO Berlin Launch, BYD European Pricing, Gotion, ONE: Michigan Battery BetsThe podcast starts with Lei asking Tu about his thoughts on the NIO event in Berlin launching its products into 4 European countries. Lei and Tu discuss their thoughts on the subscription pricing that NIO announced during the event.The discussion shifts to BYD and their pricing announcements for the three products being introduced to the European market as well as the partnership announcement between Sixt and BYD. Tu and Lei end the podcast unpacking the news of Gotion and Our Next Energy (ONE) investing to build factories in Michigan to manufacture battery components/cells for e...2022-10-1452 minChina EVs & MoreEpisode 85 - MOVE America Recap, NIO/Bin Li's European Tour, China NEV Market Keeps RollingLei starts this pod out by talking about the MOVE America Conference in Austin, TX that he and Tu attended the previous week and move that onto their chat with Hesai at the conference. Tu then highlighted a discussion they had with a representative for Culver City who attended the conference in order to learn more about technology and startups that would be able to make his city safer. Lei moves the conversation over to BYD and NIO's moves into Europe. The unpack why they think William Li, NIO's CEO/ Founder is out in front fo...2022-10-0457 minChina EVs & MoreEpisode #83 - Tu and Lei finally meet, the Detroit Auto showIn this episode recorded at TechTown Detroit, Lei heads to Detroit to meet Tu in person for the first time!They spend the busy week participating in both auto show and non-auto show related events. Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts  Spotify2022-09-2745 minChina EVs & MoreEpisode #82 - Auto sales summary, NIO earnings and Lei's trip to Detroit for the showTu and Lei start out the podcast with a final recap of August sales and the 16 EV makers that made up a large percentage of total sales. The broader lesson is that the EV sector keeps chugging along despite all of the continuing challenges with BYD leading the way into a likely record 4Q. They then move to NIO earnings and the disappointing guidance for 3Q but the extremely upbeat 4Q sales forecast. NIO is looking at ~70K 4th quarter. Tu is skeptical and believes that Bin Li is calling on his Ops/Manufacturing team to step u...2022-09-2047 minChina EVs & MoreEpisode #81 - August China sales, US restricts chips to China, Porsche and Apple CarPlayTu & Lei start off the podcast with a review of August sales numbers, the pleasant surprises along with the disappointments. Tu and Lei then take a step back and talk about the global EV market, how the Inflation Reduction Act (IRA) should help the US EV sector and how some Volkswagen customers in Europe have gotten so frustrated with their ID Series vehicles they're returning them.Tu then moves the discussion to the recent restrictions placed on Nvidia and AMD that limits the chips they can export to China and Russia which leads to a br...2022-09-0950 minChina EVs & MoreEpisode #80 - Tax Exemptions Extended for China NEVs, XPeng's earnings call, China's Other Surging EV segmentsTu & Lei start this podcast out confirming their prediction that the State Council would extend the NEV purchase tax exemption was correct. They then take a few moments to compare and contrast the speed and amount at which announcements and news comes out of the China market vs. the US & European markets. The conversation moves on to how China EV Inc collectively is investing in vertical integration in order to compete against one another, but to compete globally even if they're not profitable. Lei moves the discussion over to the XPeng earnings call and some of...2022-09-0546 minChina EVs & MoreEpisode #79 - Tu's back in the US, Li Auto earnings, Li Keqiang's visit to BYDLei starts the pod out with the announcement that China EVs & More reached its 10,000th download so both Tu and Lei took a moment to reflect, thank their listeners but also look forward to what’s up next for the podcast.Tu then moves over to discuss his adventures getting back to the US including detailing his multiple layover flight that included the screeching halt of the plane he was in headed to JFK. Lei then moves the conversation back to this week’s biggest news and summarizes a few of the battery related announcements with...2022-08-2946 minChina EVs & MoreEpisode #78 - Unpacking July sales, Thoughts on the XPeng G9 & AVATR 11, the IRA actTu starts the pod out by talking about the last time he was in the US and his plans to head back to visit next week. The conversation then moves on to July sales with both Tu and Lei giving their take on the results. Lei then pushes the discussion to the XPeng G9 unveil and subsequent reservations that suggested that Chinese consumers are excited about it.They also discuss the AVATR 11 and Tu talks about his visit to the AVATR pop-up to see the 11 in real life, The pod ends with Tu an...2022-08-2054 minChina EVs & MoreEpisode #77 - July sales, Tu's Apollo robotaxi ride, China EVs & More at the Detroit auto showTu and Lei start out the podcast talking July sales and deep dive into a few EV startups that are having challenges ramping and consistently increasing their MoM sales - Lei ranks China’s Big EV Three.Tu moves the conversation over to his experience riding Baidu Apollo’s robotaxi and how its progressed since the last time he rode it. Lei then moves onto a discussion about BYD and how they’re continuing their tear with no end in sight. How far can BYD go? Tu and Lei discuss what makes BYD different from everyon...2022-08-1249 minChina EVs & MoreEpisode #75 - Thoughts on Baidu/Apollo RT6, battery cell suppliers looking to US, unpacking latest news on DidiTu & Lei begin the pod with a discussion about the unveiling of the RT6 - an Baidu Apollo branded, Level 4 capable robotaxi that will be hitting the streets sometime next year at the cost of ¥250K (~$37K) and the greater implications of Baidu's mobility strategy. Tu speculates that we could see announcements from Baidu about pilots launching outside of China next year.Tu moves the discussion over to battery cell manufacturers and how they're likely being approached by the legacy automakers with the opportunity to globally supply cells in the US + China + the EU(where applicable). Lei t...2022-07-3045 minChina EVs & MoreEpisode #74 - Tu's Sneak Peek of the Robo-1, Projecting 2022 Full-Year and 2023 Sales, Geely's RadarTu starts the episode with an update on the ground and then quickly moves to his visit to Baidu headquarters to get a sneak peek at the Jidu Auto Robo-1 concept vehicle. Tu talks a bit about the overall shape, feel of the interior and thoughts on the single long coast to coast screen that makes up most of the front console. He notes that the lack of buttons and knobs really stands out and that the UX and UI needs to really be strong in order to pull the Human Machine Interface (HMI) off.Lei points o...2022-07-2443 minChina EVs & MoreEpisode #73 - BYD outsells Tesla in NEVs, NIO Power Day, VW's SalzGigaTu and Lei start out the pod with a brief review of June sales numbers and both agreed the market seemed to recover well with the major automakers all rebounding from low April / May sales caused by the lockdown in Shanghai. Tu and Lei spend a few moments to discuss the latest news about Covid in China including steps the Chinese govt is taking to restart the sector again. Lei that discusses the controversy about the claim of BYD outselling Tesla for the 1st half of 2022 since BYD sells a combination of PHEVs & BEVs while Te...2022-07-141h 01China EVs & MoreEpisode #71 - Reax of the Li Auto L9 unveil, VW & Merc moves, CATL's Qilin batteryTu and Lei start the pod with their thoughts on Li Auto’s big unveil for this year, the L9. The conversation evolves into a broader discussion about Li Auto’s future ambitions and how they compare to their domestic competitors who are more focused on the international markets.The discussion moves over to some recent moves by Volkswagen and Mercedes that points to their continued emphasis on the China market. They discuss how one makes sense but the other may do the opposite of what is intended. Tu and Lei then talk about the challe...2022-06-3050 minChina EVs & MoreEpisode #70 - Unpacking the NIO ES7 unveil, Geely's new brand Radar, BYD at CES 2023Tu and Lei start out the conversation with a brief summary of May’s sales and agree that things are looking better but that its still a fluid and delicate situation. Tu and Lei then move on to the discussion about the NIO ES7 and Lei poses two questions to Tu about his preferences if he had to choose between certain new vehicles. They spend a good deal of time discussing the ES7, how NIO is doing overall, and what they expect and hope to see from NIO moving forward. Let’s just say that they define succe...2022-06-2147 minChina EVs & MoreEpisode #69 - Unpacking the Jidu Robo-1 Unveil, NIO earnings takeaways, BYD out there #GSDThe pod starts out with Tu and Lei unpacking what Lei calls the biggest China smart EV reveal this year, the unveil of the Jidu Robo-1.Tu gives an update on the status of Covid restrictions in Beijing including a bit of what’s opening up then Lei transitions over to an update on May sales numbers and how things are beginning to recover from a very poor April. Lei expects June to move towards normal as the OEMs are now more capable of dealing with COVID as being part of the 'new normal' for operations....2022-06-1548 minChina EVs & MoreEpisode #68 - Better May sales, WM Motor's IPO, More Deets on the NIO ES7Lei starts the pod talking May sales. Overall better numbers across the board but Lei was disappointed a bit in BYD’s sales. Lei then moves to explain the stimulus package that’s been announced for vehicle purchase and who it’s targeting.   This triggers a broader discussion about the economy and Shanghai & Beijing beginning to open up and the implications of this along with the subsidies.   Lei moves the conversation over to WM Motor’s planned IPO and some of the history of the company until now and also talks about Buick’s latest announcements fr...2022-06-0942 minChina EVs & MoreEpisode #67 - Jumpstarting the Chinese Economy, Bosch & WeRide collab, and XPeng's earningsTu and Lei start out with a discussion about the challenges of China’s overall economy and some of the stimulus that the Chinese govt. has announced they’d provide in order to get it jumpstarted. Shanghai is finally opening back up on June 1st, so factories should begin to product more product consistently in June and beyond but Tu cautions that any outbreak could jeopardize the recovery. Lei then shifts the conversation over to May sales numbers and how he expects BYD to be much further along in their sales volume than the other EV makers. This...2022-06-0247 minChina EVs & MoreEpisode #66 - CEM turns 1 year old, BYD + Merc = Denza, and QCraft's ¥10K L2 HW/SW stackLei and Tu take a few minutes to reflect on a year of hosting the China EVs & More (first) Clubhouse room before moving to Twitter Spaces and finally evolving to this podcast. Lei begins this week’s update with news that the Chinese govt is looking at introducing a stimulus package to jumpstart car sales. Tu moves the conversation to the current situation on the ground in Beijing and the challenges he’s had with trying to purchase a plane ticket back to the US.There were some product introductions this week that Lei goes over...2022-05-2642 minChina EVs & MoreEpisode #64 - Covid China production update, NIO Singapore & Qiantu US listingTu starts this episode out with a quick Covid update on his situation in Beijing. Tu & Lei have a discussion on the production challenges and sales slides for the automakers in April. Lei opens up a bit about what he's heard about Tesla's doubling down in Shanghai and all of the help that they've been offered to get ShanghaiGiga but up and running. With the additional capacity that's anticipated in Shanghai, Tu coins the term Tesla City for the Lingang area where ShanghaiGiga resides. The conversation shifts to NIO getting listed in Singapore and the ch...2022-05-1952 minChina EVs & MoreEpisode #65 - BYD's Changsha troubles, Tesla's production hiccup, VW's Scout RevivalTu starts off episode 65 with an update on his status in Beijing and the latest news about auto manufacturing in Beijing and Shanghai including the shutdown of ShanghaiGiga due to a shortage of wiring harnesses. Tu and Lei them move onto BYD’s Changsha problem that has nothing to do with Covid. Due to protests from local neighbors of the factory, BYD was forced to close it factory while an investigation is underway to determine whether or not they’re permitted to be there building cars. Lei shifts the discussion over to LI Auto’s earning...2022-05-1750 minChina EVs & MoreEpisode #62 - Lockdown Update, Tesla Earnings, Legacy Concept EVsTu and Lei start the pod out with an update on which manufacturers have been affected by the lockdowns and Covid outbreaks throughout China - Which are running and which aren’t, areas to keep an eye on, and what to expect in the next few weeks. Tu explains what happens normally if there are supply issues at a factory, all of the parties involved, how accurate data needs to be, and how everyone has a timeframe to do it in order for the factory to continue to build. This leads to a discussion about Tesl...2022-04-2658 minChina EVs & MoreEpisode #60 - March sales, BYD's Evolution, How the Lockdowns will affect the auto sectorTu & Lei go over March sales and BYD’s continued strength despite all the prevailing headwinds and challenges that the other EV makers seem to be running into. Tu explains that the China EV space is being told in chapters starting with Tesla is coming to the current chapter of BYD begins to dominate. Lei continues on with a brief history of BYD and the important milestones in its brief but eventful history and how each inflection point in its history builds up to the announcement that it’ll no longer build ICE vehicles. Tu also p...2022-04-2538 minChina EVs & MoreEpisode #61 - March/Q1'22 China sales numbers, Q2'22 Challenges, Lei goes to New York (auto show)Tu and Lei start this podcast by highlighting a WeChat moment post by He Xiaopeng, founder of XPeng warning that if issues can’t be contained and resolved production for the entire month of May could be lost. They then move on to review the March & Q1 sales and registration numbers.  Tu takes a few minutes to explain his prior experience working on the supply chain side back in the US and dealing with production disruptions in the automotive and high tech spaces. Since they talked about Q1 numbers, Lei dives deeper into the b...2022-04-2250 minChina EVs & MoreEpisode #59 - EV100, XPeng earnings, Talking about Lotus & VinfastTu and Lei start this show out by paying homage and giving a big shout-out to their friends that live in Shanghai that are currently on lockdown. After the headlines, Lei gives everyone a lesson on the EV100 Conference that is normally held each January but was delayed and finally put online last week. One highlight of the EV100 was the announcement from Horizon Robotics about licensing their IP to OEMs so that the OEMs could piggyback off of their existing chip technology in order to design their own SoCs.Tu shifts the conversation over t...2022-04-1256 minChina EVs & MoreEpisode #58 - Li One on loan, Long Talk about NIO, Merc's Tech DayThe episode starts with a discussion about Li Auto loaning a Li One out to Tu for a week in order to get his feedback on the SUV. The conversation moves on to NIO being one of the last EV makers to raise prices and Tu points out why NIO may have a bit more flexibility than their competitors that are building their own vehicles. Still talking about NIO Tu & Lei go over NIO’s earnings and evolves into a longer discussion about NIO’s current situation, their strategy, and where their announced investments, including increasing the R&D s...2022-04-0249 minChina EVs & MoreEpisode #57 - Record Profits for OEMs, Didi Motor Company, and EV Pricing IncreasesLei begins this podcast with announcements from the OEMs of record profits in these tough times and the cognitive dissonance of profiting the most during the most challenging times. Tu updates on the current situation on the ground in China with regard to the Covid situation and where the lockdowns are currently taking place and what he thinks will happen with the Beijing auto show that’s scheduled to happen in just over a month’s time.Tu takes over for Lei to make the announcements this week since Lei was traveling. Tu lists all the cars bran...2022-04-0248 minChina EVs & MoreChina EVs & More MAX Episode #5 (ME) - Elliot Richards, Fully Charged East Asia CorrespondentIn this latest MAX episode, Tu & Lei invite Elliot Richards, the East Asia Correspondent from Fully Charged, a YouTube channel dedicated to promoting all things clean energy.Elliot has spent the last two years test driving and reviewing many of the electric vehicles from the Chinese EV brands that Tu and Lei talk about each week on China EVs & More. In this fun and relaxed episode Tu, Lei, and Elliot trade stories about how they got 'into' cars and much more. Does Elliot really think these cars can compete with the Germans, Americans, Japanese, and K...2022-04-021h 15China EVs & MoreEpisode #56 - The Two Sessions, the Chinese Brands Have 'Made it,' and NIO ET7 Launch BuzzThe podcast starts with Lei giving us an overview of the annual, and critically important 两会 or Two Sessions conference that sets the agenda for the year’s governmental priorities. NEVs have been a major priority of the Two Sessions for the last several years for instance and it was no different for this session.Tu then talks about how the number of new brands being established in China has really pushed a significant increase in the level of competition there and how the Chinese government has begun to take a step back to allow all of these brands...2022-03-2850 minChina EVs & MoreEpisode #54 - Faraday Future's future, NIO mobile phone's and Lei's Hertz Tesla ExperienceLei heads to California for a family vacation so Tu takes over for this week’s headlines.Tu and Lei kick off this week’s pod by talking Faraday Future’s pre-production vehicle that was unveiled earlier in the week. Lei moves the conversation over to the news that NIO is getting into mobile phones and how this is a trend that other automakers and technology companies will follow. Tu broadens the discussion on NIO and the implications of the increased capacity coming online later this year for them. The discussion heads over to the brewing...2022-03-1959 minChina EVs & MoreEpisode #55 - Ford's Big Split, Stellantis Global / China Strategy & Lei Drives a Tesla Model 3Tu starts out the pod talking about Rivian’s marketing and pricing missteps with Lei reminding everyone that the EV startups will run into these types of challenges as they gain footing into the market. Tu then shares his thoughts on Ford’s announcement this week about splitting the company into Ford Blue, the division focusing on ICE development & Ford Model e, the division that will build out Ford's EV & mobility services strategy and why it was such an important move to hire Doug Field and let him take on the lead role for Ford Model e. L...2022-03-141h 02China EVs & MoreEpisode #53 - Recap on Week #1 MOBILIT/E Conference, Discussion with Porsche China CEOChina EVs & More turns 1 year old! Tu starts the podcast out by summarizing the first week of the MOBILIT/E Conference and Tu & Lei discuss some of the highlights of the week.Lei details his interview with outgoing Porsche China CEO Jens Puttfarcken and Porsche's amazing streak of 20 years of growing sales in China. Tu and Lei move on to how large and complex a company BYD is and how they're well-positioned to take advantage of the global pivot towards EVs and then discuss the news about Volkswagen Group rumored to be acquiring Huawei's autonomous v...2022-02-2454 minChina EVs & MoreEpisode #52 - January Sales, Tesla 2022 Outlook, MOBILIT/E Conference LaunchesTu & Lei start out this week's pod going over January sales numbers which have been slow to trickle in. They move on to a discussion about BYD & Tesla and how they could get to their 2022 sales targets.With the Beijing winter Olympics going on, the news cycle in China for the EV/AV space is a bit slow but Tu & Lei believe this to also be the calm before the Beijing Auto Show storm. With 11 weeks until the show, they both expect announcements to begin to increase significantly leading up to the show.Tu talks...2022-02-1641 minChina EVs & MoreEpisode #51 - Great Wall Brazilian Investment, Stellantis' Premature Announcement, GM's BIG US InvestmentTu & Lei kick off the pod with a brief overview of their chat with Aiways EVP - Alex Klose, Head of Overseas Operations, for Episode #2 of China EVs & More MAX.Lei and Tu unpack the >$1B Great Wall Motors investment in Brazil to build hybrids and BEVs. Tu transitions this into a broader conversation about the three independent Chinese companies and how they seem to be even more ambitious than their SOE peers/brothers and how they think the current JVs will evolve and who will stand pat with their stakes in the JVS and JV partners.2022-02-0542 minChina EVs & MoreEpisode #49 - China EVs: By The Numbers, the Wollenstein Interview, BYD Nuro & UPowerLei starts off with a hammer, throwing all of the mindblowing numbers from China EV market from 2021. Tu & Lei marvel at how it really was an amazing year for EV adoption and growth. After the long discussion and unpacking of the statistics, Tu and Lei talk briefly discuss the history and catalysts that helped get the sector to where it is now. Inflection points like Tesla entering the market, NIO & XPeng launching, transitioning to Tesla then launching ShanghaiGiga and manufacturing vehicles locally. Tu moves onto how western media still tends to lump all of China EV...2022-01-1959 minChina EVs & MoreEpisode #48 - Unpacking CES 2022, December Sales numbers for 🇨🇳, Tu's Predictions for 2022In 2022's first episode of the year, Tu & Lei start out the pod with their thoughts on the mobility announcements that came out of CES. Tu believes that the rest of the world has finally woken up to China EV Inc.Lei takes a few moments to opine on how the autonomous vehicle sector has really been pulled back into the spotlight and Tu adds that due to the dramatic reduction in costs of sensor HW, robotaxis could really become a 'thing' before 2025, or within the next 3 years. Winner in all of this - The c...2022-01-1247 minChina EVs & MoreEpisode #47 - ***Special Extended 2021 Year in Review***Tu and Lei start the pod with a discussion about the Waymo & Zeekr partnership announcement. They move on to a discussion about the elimination of the previous requirement by the Chinese govt. of foreign automakers to have a JV partner to enter the Chinese market and implications on what could happen in 2022 and beyond. It basically opens the market up to all different types of mashups between foreign and local players.Lei discusses the overwhelming amount of news that's been generated over the course of 2021 and gives an example of all of the announcements for j...2022-01-051h 15China EVs & MoreEpisode #45 - CAAM Numbers, Niutron and the Tech/EV companies & Expectations for NIO DayTu and Lei start this pod with a discussion on CAAM numbers and outlook for BYD & Chery. They then take a look ahead to 2022 and how the OEMs will deal with the current battery constraints and how they may bleed into 2022. Tu & Lei then give a bit of background on Niutron and its CEO, founder of NIU, and his colorful past which then pushes them into a broader discussion about the technology companies who've announced plans to enter the EV space.Finally, Tu & Lei discuss the 9.98% stake that BAIC has in Daimler, how it got t...2021-12-2255 min