High Capacity

Tu Le, the Founder of Sino Auto Insights and an expert in China's automotive landscape, shares his insights on the booming EV industry. He highlights unique features in Chinese EVs, like karaoke and battery swapping, and discusses advanced intelligent driving technologies rolling out across brands such as Xpeng and NIO. Tu dives into Geely's ambitious plans for the U.S. market and the competitive landscape among major Chinese automakers. He also explores the future of hybrids and the rise of robotaxis, emphasizing how these trends are reshaping global mobility.

Georg Stieler, Asia Managing Director at Stieler, shares his extensive experience in China's robotics sector, showcasing the shift from Western automation expertise to a robust domestic market. He discusses how China's robotics firms are taking the lead in the EV space, using the pandemic as a catalyst for growth. Stieler highlights the rise of collaborative robots and the role of vision-language-action models in advancing physical AI. He also touches on the geopolitical implications of these developments and anticipates a shakeout in the industry by 2026.