China EVs & More Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y
Jul 14, 2025
01:06:55
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 the incredible rise of Xiaomi with the SU7.
They break down June sales data, BYD’s dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90’s high-stakes debut, Xpeng’s EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.
- Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., Hengchi
- Foreign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, Maserati
- Tech & Mobility Players: Momenta
- Rental/Service Platforms: Car Inc., China Driven (media/content)
Discover how technology is reshaping our lives and livelihoods.
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