In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market.

They analyze the implications of these developments for the industry, including the challenges of intelligent driving systems and the strategies employed by various EV makers to gain market share.

The conversation also touches on global expansion efforts, sponsorships, and audience insights, culminating in a comprehensive overview of the current state of the EV landscape.

Keywords

EV, ADAS, Tesla, Dong Che Di, intelligent driving, price war, global expansion, sponsorships, market strategies, audience insights

In this episode, Tu Le and Lei Xing dive deep into:

✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?

✅ NIO’s Onvo L90 Launch – Priced under RMB 200K, this family-sized SUV is positioned to challenge Tesla and Li Auto head-on.

✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China’s most competitive segment?

✅ BYD Strategy Shift – From aggressive pricing to premium branding and new models.

✅ Xiaomi’s EV Momentum – SU7 success and what’s next with YU7 and YU9.

✅ Foreign OEM Response – Buick Electra series, Ford’s electric Bronco concept, and BMW’s China strategy.

✅ Smart Driving & ADAS – Why Nvidia, Huawei, and Momenta dominate the conversation in intelligent driving.

✅ Robotaxi & Autonomy Race – Tesla, Waymo, Pony.ai, and Lucid’s Uber tie-up—who’s ahead?

✅ Policy & Trade – How China’s anti-price-war directive and U.S. tariffs on graphite could disrupt supply chains.

Companies Mentioned in This Episode

• Chinese Automakers & Tech: BYD, NIO (Onvo), Li Auto, XPeng, Xiaomi, Leapmotor, Aito (Huawei), Zeekr, IM Motors, Firefly
• Global Automakers: Tesla, Buick (GM), BMW, Ford
• Tech & Mobility: Nvidia, Huawei, Momenta, Waymo, Uber, Nuro
• Others: Lucid Motors, Rivian, Magna, Pony.ai

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In this episode of China EVs & More, Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that’s reshaping the industry, why Tesla’s Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.

They break down June sales data, BYD’s dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90’s high-stakes debut, Xpeng’s EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.

• Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., Hengchi
• Foreign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, Maserati
• Tech & Mobility Players: Momenta
• Rental/Service Platforms: Car Inc., China Driven (media/content)

Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on international expansion, technology infrastructure, battery innovations, brand strategies, and the impact of global market trends.

The speakers discuss the challenges faced by legacy brands and the rise of new brands, highlighting the dynamic nature of the industry and the anticipated vehicle launches that could shape the future of the market.

Keywords

EVs, international markets, battery technology, brand strategies, Chinese automotive industry, market dynamics, vehicle launches, consumer insights, technology infrastructure, legacy brands

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers.

They explore the challenges of transitioning to Level 4 autonomy, Tesla's valuation in comparison to competitors, and the milestones achieved by various EV companies.

The conversation also touches on Xiaomi's ambitions in the EV market and Renault's leadership changes, providing insights into the future of the automotive industry.

Keywords

EV, Tesla, Robotaxi, Level 4 Autonomy, China, Price War, FSD, Market Dynamics, Xiaomi, Renault

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla.

They share insights from their experiences with Waymo in Phoenix, analyze production capacities, and explore the dynamics of the EV market, including the rise of robotaxis and the challenges faced by traditional automakers.

The conversation highlights the importance of marketing strategies and consumer engagement in the rapidly evolving automotive landscape.

Keywords

Xiaomi YU7, Tesla, EV market, Waymo, robotaxi, automotive industry, China, electric vehicles, market analysis, mobility

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales trends. They delve into the fallout from the social media spat between Trump and Elon Musk, the significance of China's rare earth restrictions, and emerging trends in EV technology. The conversation also highlights insights from recent automotive conferences and engages with audience questions about the future of the industry.

Keywords

EV, automotive industry, Chrysler, Tesla, Trump, China, rare earths, sales trends, technology, conferences

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.

Keywords / Companies:

China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehicles