Tu and Lei start out this pod with a brief discussion on China's economy and what the govt may do after Chinese New Year (CNY) to stimulate the economy if they see any signs of weakness including re-upping on subsidies for NEVs.
They then spend a few minutes reminiscing about their earlier days in China and the wild CNY celebrations that included many fireworks usually in the middle of high traffic'd roads.
The conversation moves to speculation about who else may follow Tesla to slash the pricing of their products.
Lei takes a few minutes to explain all of the different sales numbers that are being used to describe 2022 China NEV sales since it's a bit confusing to many people.
The pod ends with a brief discussion of the growth of exports coming out of China likely to grow significantly into the EU with a big exporter likely to be BYD.
China EVs & More