Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily

In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China’s EV world as the industry faces mounting headwinds at home and abroad.

They break down the major developments impacting China’s auto sector:

• 🚘 NIO Day 2025 Preview & Stock Surge – NIO heads into its biggest event of the year on a high after a 120 % rally and strong demand for the new ES8.
• 🏁 Li Auto i6 Launch & “Cadence” Shift – Chinese EV brands adopt Tesla-style instant launch-and-deliver strategies.
• 📉 Reuters “Tailspin” Report on China’s Auto Industry – a deep look at overcapacity, price wars, and government pressure on OEMs and suppliers.
• 🏦 Policy Tightening & New MIIT Safety Rules – China moves to rein in involution and strengthen ADAS and connected-vehicle safety standards.
• 🌏 Export Shifts & Tariff Pressures – Mexico mulls higher duties, Canada goes zero, and Chery faces possible exit from Russia ahead of its Hong Kong IPO.
• ⚙️ BYD Targets 5 Million Units – non-price cut discounts and supplier-payment pledges amid a challenging Q4.
• 🧠 ADAS & Chip Wars Update – Momenta, Horizon Robotics, and Nvidia square off as Chinese and German OEMs race to catch up.
• 🇩🇪 Munich & Detroit Takeaways – Tu’s Automotive News Congress panel, Hyundai Chairman Chung’s appearance, and why U.S. leaders still underestimate Chinese EVs.

👉 Get Tu and Lei’s front-line insight on where China’s EV industry is headed next — and what Western automakers need to learn fast.

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🔑 Keywords

China EVs, China NEVs, NIO Day 2025, NIO ES8, Li Auto i6, Li Auto i8, BYD sales forecast, XPeng, Xiaomi SU7, Chery IPO, Chery Omoda, BYD exports, Reuters China EV tailspin, China auto overcapacity, EV price war, China ADAS policy, MIIT safety rules, Momenta ADAS, Horizon Robotics, Nvidia H20, Chinese EV exports, Mexico tariffs, Canada EV policy, Automotive News Congress, Hyundai Chung, Tu Le, Lei Xing, Sino Auto Insights Podcast, China EV podcast, EV market analysis.

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Chapters:
00:00 Introduction to the EV Landscape
02:43 NIO Day and Market Dynamics
06:58 Involution and Market Challenges
10:09 Global Market Trends and Protectionism
13:22 Corporate Strategies and Price Wars
16:27 Industry Perspectives and Future Outlook
19:49 Automotive News and Events
23:15 Insights from the Automotive News Congress
27:48 Geopolitical Impacts on the EV Market
37:10 Conclusion and Future Discussions