China EVs & More

In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world.  The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why it felt like déjà vu for anyone following China’s smart-EV space, and how Rivian’s announcements mirror what Chinese players like XPeng, NIO, and Li Auto have already been deploying. The hosts debate whether Rivian’s approach represents real leadership or simply entry into the top tier.From there, the conversation expands to L4 autonomy momentum: WeRide launching passenger rides with Uber in Dubai, Mercedes partnering with Momenta in Abu Dhabi, and Waymo accelerating multi-city deployments while publishing safety data others still keep opaque.Tu and Lei also tackle the LiDAR vs. vision debate, Volkswagen’s unusual dual bet on Rivian (US) and XPeng (China), and why silicon strategy—not just batteries—will decide winners. The discussion closes with affordability: why 300-mile EVs under $40K are existential for Western OEMs, and why China’s cost structure makes that challenge unavoidable heading into 2026.Candid, comparative, and forward-looking, this episode explains why autonomy and AI—not just electrification—will define the next phase of the global auto industry.___🔑 SEO-Friendly Keywords China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Rivian Autonomy AI Day, Rivian R2, Rivian silicon strategy, personal L4 autonomy, autonomous vehicles China, robotaxi expansion, WeRide Uber Dubai, Mercedes Momenta Abu Dhabi, Waymo expansion, LiDAR vs vision, RoboSense LiDAR, Hesai LiDAR, XPeng autonomous driving, NIO smart EVs, Li Auto embodied AI, Volkswagen Rivian partnership, Volkswagen XPeng partnership, affordable EVs 2026, 300 mile EVs, global EV competition, future of mobility___TagsChina EVs & More, China EVs, Tu Le, Lei Xing, Sino Auto Insights, Rivian, Rivian AI Day, Rivian R2, autonomous vehicles, robotaxi, WeRide, Uber robotaxi, Waymo, Mercedes Momenta, XPeng, NIO, Li Auto, Volkswagen Rivian, Volkswagen XPeng, LiDAR vs vision, RoboSense, Hesai, EV silicon, affordable EVs, 300 mile EV, future of mobility, EV autonomy, global auto industry, China vs US EVs

In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry.  With subsidies set to expire in 2026, November marked the real start of China’s year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China.The hosts explain why Xiaomi’s YU7 and SU7 have proven unusually resilient, how XPeng’s AI-first strategy is paying off, and why Leapmotor and Geely are now knocking on the million-unit club—a threshold that even legacy premium brands have failed to reach in China.They also tackle the bigger strategic question facing Western automakers: Is it still worth competing in China? Tu and Lei argue that China remains irreplaceable as the world’s largest single passenger-vehicle market—and that exporting from China, leveraging local tech partners, and embracing “China-for-China” design is no longer optional.The episode closes with a deep discussion on embodied AI, smart glasses, silicon strategy, and why companies like Xiaomi, XPeng, and Li Auto are no longer just carmakers—but ecosystem builders trying to define the future of mobility.Insightful, data-driven, and grounded in real market dynamics, this episode explains why 2026 may be the most decisive year yet for both Chinese EV leaders and global legacy automakers.___🔑 SEO KeywordsChina EVs & More, China EV sales November, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi EV sales, YU7 SUV, SU7 sedan, XPeng AI strategy, Leapmotor sales growth, Geely EVs, NIO sales rebound, BYD sales slowdown, Li Auto decline, Tesla China sales, China EV subsidies ending, EV price war China, Chinese EV exports, million unit EV club, China auto market outlook, global EV competition, legacy automakers China, China for China strategy, embodied AI cars, smart glasses automotive, EV silicon strategy, future of mobility China___TagsChina EVs & More, China EVs, China EV market, Chinese EVs, EV sales China,Tu Le, Lei Xing, Sino Auto Insights, Xiaomi EV, Xiaomi YU7, Xiaomi SU7,XPeng, XPeng AI, Leapmotor, Geely Auto, NIO, BYD, Li Auto, Tesla China,China EV sales November, China auto industry, EV price war, EV subsidies China,Chinese EV exports, global EV market, electric vehicles, autonomous vehicles,robotaxi China, embodied AI, automotive AI, smart vehicles, EV silicon,legacy automakers China, China for China strategy, future of mobility,EV industry analysis, automotive podcast, EV podcast, mobility podcast

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China’s EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO’s long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻🔑 SEO KeywordsChina EVs & More, China EV year end review 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD global expansion, BYD exports 2025, XPeng growth 2025, Geely Zeekr privatization, NIO battery swapping road trip, Chinese EV exports Europe, Chinese EV exports Latin America, EV price war China, EV price war Europe, robotaxi expansion 2025, Waymo expansion, Baidu Apollo robotaxi, WeRide Uber partnership, Pony.ai autonomous driving, AV commercialization 2026, global EV market outlook, China auto industry 2025, EV tariffs and geopolitics, autonomous vehicles China vs US, CES 2025 China EVs, Shanghai Auto Show 2025, IAA Mobility Munich China EVs, World Car of the Year BYD, Stella Li World Car Person of the Year⸻TagsChina EVs & More, China auto industry, Chinese EVs, EV market 2025, Tu Le, Lei Xing, Sino Auto Insights, BYD, XPeng, NIO, Geely, Zeekr, Li Auto, Leapmotor, Xiaomi EV, Huawei HIMA, AITO, EV exports, Chinese EV exports, EV price war, global EV market, electric vehicles, autonomous vehicles, robotaxi, Waymo, Baidu Apollo, WeRide, Pony.ai, battery swapping, NIO battery swap, CATL, CES 2025, Shanghai Auto Show, IAA Mobility Munich, EV geopolitics, future of cars

China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃Tu & Lei break down Li Auto’s shocking Q3 collapse, CEO Li Xiang’s pivot to “embodied AI,” and why the brand is losing momentum to Xiaomi, XPeng, NIO, and Huawei-backed models.  We analyze XPeng’s aggressive 2025–26 EREV + BEV rollout, including seven new models and its “super range extender” strategy, plus the deepening Turing chip adoption and XPeng’s personal L4 + RoboTaxi ambitions.Then we dive into the Guangzhou Auto Show, Huawei’s expanding HIMA ecosystem, the launch of new Yijin and Qijin brands, and how Huawei QianKun ADAS is quickly spreading across Nissan, Audi, GAC, Toyota, and more.We close with NIO’s Q4 breakeven challenge, Firefly’s global potential, Stellantis–Leapmotor tensions in Latin America, and updates on Waymo, Zeekr RT, Aito M5, robotaxis, and physical AI’s impact on factory jobs.Insightful, energetic, and brutally candid — your weekly download on the global EV and mobility power shift.🕒 Timestamps / Chapters00:00 – Intro & Thanksgiving kickoff01:30 – Li Auto’s disastrous Q3: losses, Mega fire fallout & EREV reset03:30 – Li Xiang goes “embodied AI” + M100 chip vision05:30 – Li Auto’s 2026 L-Series refresh & Russian Doll design rethink07:50 – “Who’s hot, who’s not” — Xiaomi, XPeng, Leapmotor surge08:30 – XPeng’s 7-model onslaught: BEV + EREV + L4 plans10:10 – XPeng Turing chip, humanoid robot & L4 Robo versions12:00 – Physical AI: robots, automation & factory disruption15:10 – NIO earnings: Q4 breakeven, SG&A burn & ES8/Onvo push16:50 – Firefly’s growing overseas role & NIO’s three-brand prioritization19:30 – Leapmotor–Stellantis expansion and emerging market friction21:00 – Xiaomi’s immunity to PR crises & massive user base advantage23:00 – “Five to ten years to know the winners” — William Li’s marathon analogy24:00 – New brands at GZ Auto Show: Yijin, Qijin & Huawei’s expanding influence28:00 – Huawei QianKun ADAS spreads to Nissan, Audi, Toyota30:00 – AV/ADAS wars: Momenta, Horizon, DeepRoute rising32:00 – LiDAR drama: Hesai vs RoboSense & chaos in the lidar space35:00 – Robotaxis: WeRide–Uber launch, Pony & LA/SD growth37:00 – Tu drives the Aito M5 in California38:00 – Waymo coverage expands: airports + 2026 Detroit launch42:00 – Zeekr RT issues & Tesla vs Waymo RoboTaxi paths47:00 – AV startups struggle: Haomo AI collapse & Great Wall pivot50:00 – GM “Game of Thrones”: executive shakeups & culture reset53:00 – Volkswagen speeds up China dev cycles & exports back out55:00 – Audience Q&A & Thanksgiving wrap🔑 SEO KeywordsLi Auto Q3 earnings, Li Auto M100 chip, Li Auto embodied AI, XPeng EREV, XPeng super range extender, XPeng Turing chip, XPeng humanoid robot, XPeng RoboTaxi, NIO Q4 breakeven, Firefly EV brand, Leapmotor Stellantis partnership, Huawei HIMA, Huawei QianKun ADAS, Yijin brand, Qijin brand, GAC, Dongfeng, Guangzhou Auto Show 2025, Momenta ADAS, Horizon Robotics, DeepRoute, Hesai lidar, RoboSense lidar, WeRide Uber robotaxi, Pony.ai, Waymo San Jose airport, Zeekr RT6, Aito M5 US, Tesla FSD vs L4 China, Great Wall Haomo AI, BYD PHEV sales, China EVs & More, Sino Auto Insights, Tu Le, Lei Xing, China EV news 2025

In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond.  Xiaomi’s YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China’s most competitive EV segment. Meanwhile, Tesla’s domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng’s viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip’s rising importance, and XPeng’s “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:🚗 China’s EV sales still climbing globally despite misleading “EV slump” narratives⚠️ Li Auto’s Mega fire, quality issues & employee discipline fallout🔥 Another Xiaomi fire incident and the scrutiny on China-speed development🧠 Volkswagen’s growing reliance on XPeng + Rivian for AD and software🛰️ XPeng eVTOLs, land aircraft carriers, and new robotics demos🔋 CATL’s stunning 1,122 GWh of battery output YTD📉 Tesla incentives in the U.S. as Q4 softness appears🛠️ Battery-swap wars: CATL Choco-Swap vs NIO’s network📈 NIO surging past XPeng in monthly deliveries inside ChinaFast-paced, brutally honest, and packed with first-hand insight — this episode explains the power dynamics shaping EVs, autonomy, supply chains, and the global auto industry’s next decade._____________________Chapters:00:00 Introduction to the EV Landscape02:08 October Sales Insights06:03 Global EV Sales Trends08:36 GM's Supply Chain Strategy12:36 Challenges in Reshoring Supply Chains14:31 Volkswagen's Chip Strategy20:31 Xpeng's AI Day Highlights25:19 The Launch of LS9 and Its Features26:52 The Evolution of Chinese Flagship Vehicles28:04 Understanding the Tuhao Culture in China29:14 Recent Events and Quality Issues in the Automotive Industry31:16 The Rise of Autonomous Vehicles and Global Expansion34:28 Insights from the Florida Autonomous Vehicle Summit36:29 The Competitive Landscape of Autonomous Driving39:33 The Future of Autonomous Vehicles and Market Trends43:51 NEO vs. XPeng: A Shift in Market Dynamics_____________________🔑 SEO KeywordsChina EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Xiaomi YU7 sales, Tesla China October 2025, XPeng AI Day, XPeng Iron Lady robot, XPeng Turing chip, RoboTaxi China, GM de-China supply chain, Nexperia chip crisis, CATL battery output, Li Auto Mega fire, NIO monthly deliveries, BYD EV exports, EV sales China, global EV demand, battery swap CATL Choco, NIO swap station Europe, Volkswagen XPeng partnership, Rivian VW software, Tesla pricing China, EV incentives 2025, China NEV market

This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality.Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercedes-Benz USA had to say about current challenging environment — plus takeaways from Ganesh Iyer of NIO USA. The hosts also discuss how Chinese tech players like Xiaomi and Geely are resetting global expectations, why CATL’s battery dominance will continue for the next decade, and what the West must learn from China’s hyper-competitive EV market.Chapters02:16 Halloween Reflections and Market Concerns05:04 Li Auto's Recall and Safety Issues08:00 Financial Performance of Major Automakers11:03 Competitive Landscape in the EV Market13:49 Restructuring of German Automakers16:46 Insights from the Reuters Conference19:59 Level 4 Autonomy and Future Trends30:03 The Evolution of Autonomy34:50 Mapping the Future of Autonomous Vehicles39:51 Marketing Strategies in a Multicultural Landscape44:31 Consumer Data Privacy and Trust54:08 The Future of Battery Technology_____Stay tuned for sharp analysis on involution, layoffs at GM, brand marketing shifts, and how the next generation of EVs from Mercedes, Hyundai, and NIO will shape 2026.Companies & Topics Discussed:BYD | Li Auto | CATL | Porsche | Mercedes-Benz | Volkswagen Group | Audi | BMW Group | Beijing Hyundai | NIO | Xiaomi | Geely | Luxeed | DJI | Momenta | FinDreams | Rivian | Lucid | Stellantis | Uber | Nvidia | GM | Honda | Apple | AESC | Gotion | Calb

Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spark debate: could a Chinese automaker one day buy Peugeot or Citroën? The hosts unpack Europe’s fragile position amid new export restrictions and the Nexperia chip crisis, which has idled factories and exposed just how dependent global OEMs are on Chinese-owned supply chains.Then the conversation turns to China’s new SAE roadmap 3.0, outlining a sweeping plan through 2040 — including 80 % NEV adoption, peak carbon by 2028, and 70 % of new cars achieving Level 3–4 autonomy by 2035. Tu and Lei discuss what that means for Tesla, GM, VW, XPeng, and BYD, and why Western automakers still underestimate China’s speed and discipline.They also hit:⚙️ GM’s “Tech Day” and its Level 3 Escalade IQ launch — is Detroit finally catching up?🏭 Volkswagen’s XPeng and Rivian alliances — lifeline or identity crisis?🔋 CATL’s record 1,122 GWh battery output and Q3 earnings🔥 The Li Auto MPV and Xiaomi SU7 fire controversies — and what they reveal about China’s speed vs safety trade-off📈 NIO’s 40 K per-month production push and China’s Q4 sales surge🚙 Why GM and Ford remain profitable in China despite sales declinesSmart, fast-paced, and unfiltered — this episode connects the dots between geopolitics, tech disruption, and the global EV power shift.🔑  SEO KeywordsChina EVs & More, Tu Le, Lei Xing, Sino Auto Insights, Stellantis breakup, Carlos Tavares book, Nexperia chip crisis, Wingtech ownership, China SAE roadmap 3.0, China EV 2040 targets, Level 4 autonomous driving China, GM Tech Day, Escalade IQ ADAS, Volkswagen XPeng partnership, Rivian VW deal, CATL battery output, Li Auto MPV fire, Xiaomi SU7 incident, NIO production 2025, Tesla China EV sales, EV policy China, global EV supply chain, rare earth restrictions, EV price war Europe#️⃣  TagsChinaEVs & More, ChinaEVs, Stellantis, CarlosTavares, Volkswagen, XPeng, Rivian, GM, EscaladeIQ, CATL, BYD, Tesla, NIO, LiAuto, XiaomiSU7, EVRoadmap, AutonomousDriving, BatteryTech, EVSupplyChain, ChinaAuto, TuLe, LeiXing, SinoAutoInsights, GlobalMobility

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.___🔑 KeywordsChina 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.___Chapters:00:00 Introduction to the EV Landscape02:43 NIO Day and Market Dynamics06:58 Involution and Market Challenges10:09 Global Market Trends and Protectionism13:22 Corporate Strategies and Price Wars16:27 Industry Perspectives and Future Outlook19:49 Automotive News and Events23:15 Insights from the Automotive News Congress27:48 Geopolitical Impacts on the EV Market37:10 Conclusion and Future Discussions

Tu Le and Lei Xing unpack a pivotal month for China’s EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that’s reshaping the industry. 🇨🇳⚡️🌍BYD’s domestic sales cool even as exports near 1 million units; Leapmotor doubles output, partners with Stellantis, and becomes the new benchmark for cost-controlled EV manufacturing; and Chery’s Hong Kong IPO cements its role as China’s global mass-market powerhouse. Meanwhile, Li Auto stalls, XPeng and NIO regain momentum, and legacy brands from Audi to Ford scramble to stay relevant in China’s hyper-competitive market.They also hit:🚙  BYD’s 53 % export mix and rising protectionism in Russia and Mexico🔋  Leapmotor’s 2026 roadmap and Stellantis licensing play📈  Chery’s Jaecoo, Omoda and Jetour brands expanding in Europe⚙️  Li Auto’s i6 launch vs XPeng’s profit push🏁  Ford’s Bronco EREV for China and Audi’s image reboot💬  Why Western OEMs must match China’s speed and discipline to competeInsightful, fast-moving, and grounded in on-the-ground reporting — this is your weekly download on how China’s EV revolution is transforming the global auto industry.___Chapters:00:00 Introduction to the Podcast and Hosts02:17 Current Trends in EV Sales04:37 Market Dynamics and Competitive Landscape07:18 Focus on Leap Motor and BYD10:09 Li Auto's Strategy and Challenges12:31 Legacy Brands and Their Adaptation15:08 Cherry's IPO and Historical Context17:36 Cherry's Global Strategy and Market Positioning27:33 The Price War in the Automotive Industry29:23 Quality Improvements in Chinese Automakers31:13 Manufacturing Complexity and Market Adaptation33:00 Challenges in Product Iteration and Consumer Demand35:58 Global Competitiveness and Market Dynamics38:35 The Future of BYD and Market Competition44:14 International Expansion and Regulatory Challenges45:49 Audience Engagement and Future Discussions___ Keywords:China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, BYD exports, BYD sales 2025, Leapmotor Stellantis partnership, Chery IPO Hong Kong, Chery Jaecoo Omoda, Chery Jetour iCar, Li Auto i6 sales, XPeng growth 2025, NIO L60 factory F2, Volkswagen XPeng CEA platform, Ford Bronco EREV China, Buick Electra L7 launch, Audi E5 Sportback China, Tesla China sales, EV price war Europe, Chinese EV exports Latin America, Mexico tariffs China EVs, Russia auto imports, EV manufacturing China 2026

Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed profits as BYD surged abroad — up 880 % in the UK and 2,250 % in Germany. The hosts explore why legacy brands are losing momentum, how BYD’s rise is rewriting the cost game, and what the next-gen CLA, iX3 Neue Klasse, and MEB Plus platforms must prove in 2026.They also hit:🔋 China’s Golden Week charging surge (123 M kWh)🚙 Tesla’s “de-contented” Model 3 & Y vs GM’s $29K Bolt 2027⚙️ New Chinese energy-efficiency rules🤖 Lyft × NVIDIA × TensorAuto’s “personal AVs”🔬 Solid-state battery breakthroughs & CATL’s skateboard playInsightful, fast-moving, and packed with data & industry-insider perspectives — all in under an hour. Your weekly download on the global EV power shift.  ___Chapters:00:00 Introduction to the China EV Landscape01:46 Challenges for German Automakers in China08:13 Tesla vs. BYD: The EV Sales Race10:30 Impact of Chinese EVs on Global Markets13:53 Charging Infrastructure and Consumer Behavior17:29 New Energy Efficiency Regulations in China22:16 Tesla's Decontented Model 3 and Model Y Launch24:25 Tesla's Market Dynamics in China27:33 The Impact of New EV Models29:41 Battery Technology Innovations32:14 The Future of Autonomous Vehicles34:34 Car Buying Adventures and Market Trends36:31 Battery Swapping and Industry Insights___Key words:China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, China EV news 2025, Volkswagen Group China, VW BEV sales drop, Mercedes China sales, Porsche China sales, BMW profit warning, BYD UK sales, BYD Germany sales, BYD global expansion, Tesla Model 3 decontented, Tesla Model Y trim, GM Bolt 2027, GM LMR battery, CATL skateboard platform, NIO Gen 5 swap station, solid-state battery China, Lyft NVIDIA TensorAuto, EV price war Europe, China charging network, energy efficiency policy China, EV subsidies China 2026