Episode #79 - Tu's back in the US, Li Auto earnings, Li Keqiang's visit to BYD

Lei 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 a specific focus on CATL. 

The discussion moves to Li Auto earnings, especially the Li management admitting that they’re seeing more cannibalization of the Li ONE from the L9 than they’d originally forecasted. 

Lei then unpacks XPeng’s event announcing their super fast charging that should be available in volume by the end of this year for all new XPeng vehicles.

Tu and Lei move the conversation over to the significance (highly) Li Keqiang’s visit to BYD and the broader implications of continuing the NEV purchase subsidies in China. Lei’s prediction was that it would continue through 2023 and Tu agreed. 

The pod closes out with a brief chat about what to expect from the Chengdu Motor Show. 

Digital Disruption with Geoff Nielson
Discover how technology is reshaping our lives and livelihoods.

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