In this week’s episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYD’s dominance. 🇨🇳🚗💥Topics covered:• The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chains• BYD’s explosive growth: from 500K to over 5 million units, and eyeing 10M by 2030• The launch of the Yangwang U7 – a 1,300 hp luxury EV aiming squarely at the EQS and i7• Why Germany and Japan may be the biggest losers in the evolving EV landscape• BYD’s export strategy and vertical integration masterclass• Can Denza, Fang Cheng Bao, and Yangwang go premium inside and outside China?• Plus: NIO’s financial pressures, Xiaomi SU7’s rise, and the EV arms race heating up globally👉 Subscribe for weekly insights on EVs, AVs, and the future of mobility.📬 Sign up for Tu Le’s free newsletter: sinoautoinsights.substack.com#BYD #Tariffs #Tesla #EVs #ChinaAuto #YangwangU7 #AutoIndustry #NIO #XiaomiSU7 #Mobility

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major players like BYD and NIO. They explore the implications of recent announcements regarding charging technology, battery swapping, and new vehicle launches, while also addressing the challenges faced by companies like NIO in a rapidly evolving market. The conversation highlights BYD's innovative strategies and the potential impact on the global EV market. This conversation delves into the evolving landscape of the electric vehicle (EV) market, focusing on the implications of Full Self-Driving (FSD) pricing, advancements in charging infrastructure, and the latest earnings reports from key players in the industry. The discussion highlights the competitive strategies of companies like BYD and Tesla, their international expansion efforts, and the challenges faced by traditional automakers in adapting to the rapidly changing market dynamics.

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explore the implications of lidar technology and RoboTaxis. The conversation also touches on the challenges faced by legacy automakers like Volkswagen and the struggles of NIO in the current market landscape. The episode concludes with insights into the future of the EV industry and the strategies of companies like Li Auto.

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze the impact of new models like the XPeng G6 and the challenges faced by legacy automakers like Volkswagen and NIO. The conversation highlights the importance of technology, such as lidar, and the evolving landscape of RoboTaxis. The hosts also touch on global market trends and the growing presence of Chinese brands in the automotive sector.

In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape. The conversation delves into the competitive dynamics between Chinese and German automakers, the advancements in autonomous vehicle technology, and the strategic moves of companies like Baidu in international markets. Audience questions further enrich the discussion, highlighting trends and future predictions in the automotive industry.

In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. They discuss the rise of intelligent driving technologies, the impact of Tesla's Full Self-Driving (FSD) system, and the recent launch of Xiaomi's SU7 Ultra. The conversation also touches on the challenges faced by Volkswagen in the Chinese market and the competitive landscape among Chinese EV manufacturers. Throughout the episode, the hosts emphasize the importance of staying informed and engaged with the rapidly changing automotive industry.

In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion. He discusses the challenges and innovations in active suspension technology, the collaboration with NIO, and insights gained from CES 2025, emphasizing the need for speed and adaptability in the evolving automotive landscape.

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the implications of state-owned enterprises in China. They explore the challenges and opportunities for both domestic and international players in the EV market, emphasizing the significance of technological advancements and market dynamics. The conversation also touches on the future of EVs and the evolving regulatory environment.

In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry. They also explore the strategies of foreign automakers in China, the significance of local production, and the role of technology in maintaining competitiveness. The conversation highlights the importance of battery swapping standards and concludes with insights into the future outlook for the industry.

In this episode of China EVs & More, hosts Tu Le and Lei Xing dive into the biggest news in the global EV, AV, and mobility sectors. The episode kicks off with a discussion on the impact of the Lunar New Year on China’s auto market, including the significance of the Spring Festival Gala as a marketing platform for Chinese EV brands.The hosts break down Tesla’s latest earnings report, discussing Elon Musk’s focus on autonomy, the upcoming “Model Q” as an affordable EV, and Tesla’s unconventional approach to gathering data in China. They also analyze General Motors’ North American manufacturing shifts in response to potential 25% tariffs on Mexican and Canadian imports.Other hot topics include Volkswagen’s talks with Chinese automakers about factory takeovers in Germany, Stellantis’ struggles, and the evolving dealer model in the U.S. automotive landscape.Companies Discussed:• Tesla (FSD, Model Y, upcoming affordable EV)• BYD (Global sales surge, leadership recognition)• General Motors (GM) (Tariffs, North American supply chain adjustments)• Volkswagen (VW) (Potential factory deals with Chinese automakers)• Stellantis (Inventory struggles, pricing strategy)• Ford (U.S. EV strategies and competition)• Hyundai (Amazon partnership, online sales model)• Nissan & Honda (Potential alliance discussions)• Xiaomi (Su7 model at the Spring Festival Gala)• Huawei (Maxro S800 brand visibility)• Chang’an (Ito M9 light show, Shenlan/Deepal S09, Qiyuan Q07)• AutoFlight (eVTOL showcase)• CATL (Battery partnerships)• Unitree Robotics (Dancing robots at the Gala)• RoboSense (Lidar technology)Don’t miss this insightful discussion on the latest trends shaping the global EV and mobility landscape. Subscribe and stay updated on the future of transportation!