『China EVs & More』のカバーアート

China EVs & More

China EVs & More

著者： Tu Le & Lei Xing
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Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense

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  • Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256

    Tesla Leaving China?! Xiaomi Targets Li Auto & the EV War Escalates | CEM #256
    2026/08/10
    Could Tesla really leave China—the market and manufacturing base that helped transform it into the world's most valuable automaker?In Episode #256 of China EVs & More, Tu Le and Lei Xing unpack reports that Tesla could potentially sell, spin off or close its China operations as Elon Musk considers a closer combination between Tesla and SpaceX.The implications would be enormous.Giga Shanghai accounts for roughly half of Tesla's global vehicle output, serves more than two million Tesla owners in China and remains a critical export hub supplying markets around the world.Tu and Lei debate whether Tesla could realistically walk away, who could possibly acquire Giga Shanghai, what the move could mean for Tesla's FSD ambitions in China—and whether the report could be signaling something deeper about Tesla's expectations for its automotive business.Then the conversation turns to another major disruption: Xiaomi's new SkyNomad EREV family SUVs.After finding enormous success with the SU7 and YU7, Xiaomi is now targeting the large family-SUV segment dominated by companies such as Li Auto.With the seven-seat N90 Max expected to start below RMB300,000 and offering a massive 76-kWh battery, 60-liter fuel tank and approximately 1,705 km of combined range, Xiaomi is once again using aggressive pricing to reset expectations.In this episode:• Could Tesla really sell or spin off its China business?• Why Giga Shanghai remains critical to Tesla's global manufacturing strategy• Tesla, SpaceX and the potential conflicts created by a merger• What happens to Tesla if FSD never receives full approval in China?• Who could realistically buy Tesla's Shanghai factory?• Tesla's growing reliance on exports from China• Xiaomi's new SkyNomad N90 and N70 family SUVs• Why Xiaomi's pricing should worry Li Auto• Xiaomi's highly automated Beijing factory• Why Xiaomi's latest technology event disappointed some investors• Audi's China-only EV strategy and Momenta-powered ADAS• BMW, Porsche and the continuing challenges facing German automakers• Why NIO is prioritizing profitability over global expansion• Battery swapping vs. charging outside China• How quickly ICE vehicles could disappear from China's domestic market• Why China's unwanted ICE capacity could eventually flood emerging marketsIf you want to understand the forces reshaping the world's largest automotive market—and what they mean for Tesla, Xiaomi, BYD, NIO, XPeng and the global automotive industry—subscribe to China EVs & More.Hosted by Tu Le of Sino Auto Insights and Lei Xing, bringing decades of firsthand experience covering China's automotive, EV, AV and mobility industries.🔎 Search-Optimized KeywordsTesla China Tesla Giga Shanghai Tesla Shanghai factory Tesla leaving China Tesla China exit Tesla SpaceX merger Tesla SpaceX Elon Musk Tesla FSD China Tesla China sales Tesla China exports Tesla Model Y Tesla Model 3 China EV China EVs Chinese EVs China EV market China automotive industry China auto market China EV podcast China EVs & More Xiaomi EV Xiaomi Auto Xiaomi SkyNomad Xiaomi N90 Xiaomi N70 Xiaomi EREV Xiaomi SU7 Xiaomi YU7 Li Auto Li Auto L9 Li Auto L6 EREV range extended electric vehicle Chinese electric cars BYD NIO XPeng Geely Audi China Audi E7X Momenta Volkswagen China BMW China Porsche China German automakers China China NEV sales China ICE sales Chinese car exports EV price war autonomous driving China battery swapping NIO battery swap future of Tesla global EV market electric vehicle news automotive industry news Tu Le Lei Xing Sino Auto InsightsChapters00:00 Welcome to China EVs & More #25600:55 Tesla's HUGE China question02:00 Could Tesla really leave China?04:30 Why Giga Shanghai is critical to Tesla05:55 Without China, there's no Tesla of today08:05 Who could buy Tesla's Shanghai factory?09:50 Is Tesla FSD in China in trouble?10:45 Could Tesla eventually exit the EV business?12:40 Watch Tesla's China exports for the next clue14:15 Xiaomi unveils its SkyNomad EREV family15:25 Xiaomi N90 & N70 pricing shocks the market16:45 Why Xiaomi's N90 should worry Li Auto18:00 Xiaomi closes in on 750,000 EVs19:05 Is Xiaomi late to the EREV party?21:15 Inside Xiaomi's highly automated EV factory22:45 Did Xiaomi's big tech reveal disappoint?25:05 Xiaomi's wild tire blowout demonstration27:20 Driving Audi's China-only E7X28:45 Can Audi's China strategy actually work?30:10 Why German automakers keep making things complicated32:05 Porsche, BMW & Volkswagen face more China pressure33:00 Can Ford & GM disrupt themselves?33:50 Live Q&A: Why isn't NIO expanding faster globally?36:00 Who could actually buy Giga Shanghai?37:15 NIO's profitability vs. global expansion dilemma40:05 How fast will ICE disappear in China?42:55 Where will China's unwanted ICE capacity go?44:50 Final thoughtsSupport the show
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    59 分
  • Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255

    Ford & Geely Team Up | Is the Auto Industry Entering a New Era? | China EVs & More #255
    2026/07/28

    The global automotive industry may have just crossed another major turning point.

    In Episode #255 of China EVs & More, Tu Le and Lei Xing examine why Ford and Geely are partnering in Europe, what it means for the future of global manufacturing, and why more legacy automakers are turning to Chinese technology despite growing geopolitical tensions.

    The discussion also explores Mercedes-Benz's challenges with the proposed Connected Vehicle Security Act in the United States, Volkswagen's expanding partnerships in China, Honda's renewed commitment to its Chinese joint venture, Tesla's latest earnings, and whether the global industry has reached a point where competing with Chinese automakers alone is no longer enough.

    This episode covers:

    • Ford & Geely's new European joint venture
    • Why Spain is becoming Europe's next automotive hub
    • Mercedes-Benz and the Connected Vehicle Security Act
    • Volkswagen's growing reliance on Chinese technology
    • Horizon Robotics and Volkswagen's AI partnership
    • Tesla's latest earnings and shrinking margins
    • China's increasingly competitive EV market
    • BYD's global ambitions
    • Why more legacy automakers are partnering with Chinese companies
    • What this means for Europe, North America and the future of global manufacturing

    If you want independent analysis on where the automotive industry is heading—not where it has been—subscribe to China EVs & More.

    Hosted by Tu Le (Sino Auto Insights) and Lei Xing, bringing decades of experience covering China's automotive industry from the inside.

    Chapters

    00:00 Welcome to China EVs & More #255
    00:50 The week's biggest stories: Ford, Mercedes & Volkswagen
    02:10 Why Mercedes could be blocked from selling in the U.S.
    06:30 How China and U.S. policy are squeezing German automakers
    09:00 Mercedes' EV struggles continue in China
    11:45 Ford & Geely team up in Europe
    15:45 Why Spain is becoming Europe's next automotive hub
    18:15 Is Ford's Geely partnership the future of the auto industry?
    20:00 What's next for GM in China and Europe?
    21:30 Why every legacy automaker is partnering with Chinese companies
    23:45 Volkswagen doubles down on China
    27:45 Has Volkswagen reached the bottom in China?
    29:00 "If You Can't Beat Them, Join Them"
    30:15 China's EV price war is becoming unsustainable
    33:00 Tesla earnings: Sales up, margins down
    35:50 Is Tesla's China advantage starting to fade?
    37:30 Financial Times: Chinese premium brands target Europe
    39:00 Can Chinese premium brands win outside China?
    40:15 Live Q&A begins
    41:00 XPeng X9 recall: Should buyers be worried?
    44:15 Is XPeng really Tesla's biggest rival?
    46:00 Can BYD overtake Toyota as the world's #1 automaker?
    48:20 Why hybrids still dominate the U.S. market
    50:10 Battery swapping vs. autonomous charging
    52:10 Xiaomi's next big launch
    53:15 Should we move the livestream to 12 PM Eastern?
    55:20 Thanks for watching!

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    59 分
  • XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254

    XPeng's Biggest Launch Ever - Is Europe the Next EV Battleground? | China EVs & More #254
    2026/07/28

    XPeng just held the biggest launch event in company history—and they chose Munich, Germany, the heart of Europe's automotive industry.

    In Episode #254 of China EVs & More, Tu Le and Lei Xing break down XPeng's global launch of the new MONA L03, why Europe has become the next major battlefield for Chinese EV makers, and what this means for Volkswagen, BMW, Mercedes-Benz and the rest of the legacy auto industry.

    The discussion covers XPeng's pricing strategy, autonomous driving ambitions, Google Maps integration, charging infrastructure investments, software licensing opportunities with Volkswagen, and whether Chinese automakers are entering a new phase of global expansion.

    They also examine:

    • Why Munich—not Shanghai—became XPeng's biggest event ever
    • How the MONA L03 compares with the Volkswagen ID.4, Tesla Model Y and BYD Atto 3
    • XPeng's plans for advanced driver assistance across Europe
    • Why BYD continues raising the bar globally
    • Could Volkswagen eventually manufacture XPeng vehicles?
    • The future of software-defined vehicles and AI-powered driving
    • Bill Ford's comments about competing with Chinese automakers
    • Why Europe may become the proving ground for autonomous driving before the United States

    If you want to understand where the global automotive industry is heading—not where it has been—this is an episode you won't want to miss.

    Subscribe for weekly analysis of the global EV, autonomous driving and mobility industries from two of the most experienced China automotive analysts anywhere.


    Chapters

    00:00 Introduction & Welcome

    01:00 Lei reports live from XPeng's biggest global launch in Munich

    03:05 Why launching in Volkswagen's backyard matters

    04:35 XPeng MONA L03 pricing: Europe vs. China

    06:15 XPeng's autonomous driving strategy for Europe

    08:00 Google Maps, AI and XPeng's global software stack

    09:45 Why Europe is becoming the autonomous driving battleground

    11:25 Is XPeng taking direct aim at Tesla and Volkswagen?

    13:00 XPeng's charging infrastructure plans for Europe

    15:15 Can the L03 become XPeng's next blockbuster?

    16:45 Why Paris Motor Show just became much more important

    18:00 Will Chinese marketing strategies work in Europe?

    20:20 Can XPeng succeed in 65 global markets?

    22:05 XPeng's global expansion challenges beyond China

    24:10 Europe could become the proving ground for AI driving

    25:20 Could Volkswagen build XPeng vehicles?

    26:30 Is software licensing the next big opportunity?

    27:30 Why BYD deserves credit for paving the way

    29:00 Bill Ford admits Chinese automakers can't be ignored

    31:20 Volkswagen's future and BYD's race to become the world's #1 automaker

    35:15 China's slowing auto market and what it means for global OEMs

    37:20 Live audience Q&A

    38:00 Is the U.S. really closed to Chinese automakers?

    39:15 XPeng's X9 recall explained

    43:00 Are XPeng and Tesla becoming true rivals?

    45:30 Toyota vs. BYD: Can BYD really become #1?

    47:45 The future of battery swapping and autonomous charging

    49:45 Closing thoughts & next week's preview


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    41 分
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