China EVs & More Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?
Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially.
Tu moves the conversation over to the improvement in XPeng's earnings and the momentum they may have when launching the Mona M03.
The discussion moves over to who the global players are in the autonomous vehicle space and when thinking of China the lines are blurred with the autonomous vehicle companies competing directly against the OEMs who are either developing their own intelligent driving system or are partnering with tech companies to integrate a solution into their NEVs.
They both touch on the Volkswagen ID.Buzz van launch and how the specs just don't match anything out in China that's comparable. They also briefly discuss the Chevy Tahoe pricing that was revealed this week in a picture posted to social media.
Tu and Lei close out the show by unpacking Zeekr's earnings call.
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