China EVs & More

Hosted by Tu Le & Lei Xing

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253

Latest episode

Jun 2026

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EN-US

About the show

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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60 recent

June 9, 202643 min

NIO Is Back, Li Auto Stumbles & BYD Isn’t Slowing Down | China EVs & More Eps. 248

The balance of power among China’s leading EV makers may be shifting.This week on China EVs & More, Tu Le and Lei Xing break down a remarkable set of earnings results that reveal very different trajectories for China’s EV leaders.NIO appears to be emerging from one of the most challenging periods in its history, delivering consecutive profitable quarters while building momentum behind the ES9, ONVO, and Firefly brands.Meanwhile, Li Auto finds itself in an unfamiliar position. Margins are under pressure, earnings disappointed, and the company is increasingly relying on the success of its new BEV lineup to reignite growth.And then there’s BYD.While competitors focus on selling cars, BYD continues expanding deeper into batteries, semiconductors, AI, and autonomous driving technology. The company recently unveiled its own advanced automotive chips, reinforcing its position as one of the most vertically integrated technology companies in the automotive industry.Tu and Lei also discuss:⚡ NIO’s surprising turnaround and profitability outlook⚡ Li Auto’s reset and what comes next for the L-Series and i-Series⚡ BYD’s chip ambitions and technology strategy⚡ XPeng’s robotaxi and robotics plans⚡ Stellantis’ €60 billion strategy and deepening China partnerships⚡ Volvo’s U.S. approval and what it means for Chinese technology in North America⚡ Tesla FSD vs China’s rapidly evolving intelligent driving systems⚡ Why the next automotive battle is about AI, software, autonomy, and scaleThe EV race isn’t slowing down. But the leaderboard may be changing faster than most people realize._____⏱️ YouTube Chapter Timestamps00:00 The Auto Industry Has Flipped02:00 Trump-Xi Summit & Global Auto Implications05:00 NIO Earnings: Is the Turnaround Real?09:00 Li Auto’s Challenges & Margin Pressure13:00 XPeng’s Robotaxi & Robotics Ambitions17:00 Why BYD Is Becoming a Chip Company21:00 CATL, Chips & China’s Tech Arms Race25:00 Stellantis’ €60 Billion China Strategy30:00 Why Europe Needs Chinese Technology34:00 Tesla FSD vs China’s Intelligent Driving Systems38:00 Waymo’s Momentum & Autonomous Driving Reality41:00 Volvo Approval & Future Chinese Market Access44:00 What Happens Next for Global Automakers?47:00 Final Thoughts_____#ChinaEVs #NIO #BYD #LiAuto #XPeng #Tesla #ElectricVehicles #Robotaxi #AutonomousDriving #ChinaEVsAndMore

June 9, 202644 min

The Next Automotive Era: EVs, Robotaxis & Why Legacy Auto Needs China Now | China EVs & More Ep. 247

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped. What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.In this episode, Tu and Lei discuss:Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technologyThe growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon RoboticsWaymo’s rapid expansion and why autonomous driving is becoming impossible to ignoreThe reality of FSD versus China’s rapidly improving intelligent driving systemsThe implications of the Trump-Xi summit for the automotive sectorCanada’s evolving strategy toward Chinese EV importsWhat the Beijing Auto Show revealed about the future of the industryWhy the next battle is no longer about EVs — it’s about software, AI and autonomyThe conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility. ⸻🔑 SEO KeywordsChina EVs, China EVs and More, Ford China strategy, Volkswagen China partnership, XPeng VLA, Tesla FSD, Waymo expansion, robotaxi industry, autonomous driving, BYD battery technology, CATL batteries, Huawei ADS, Momenta ADAS, Hesai LiDAR, Horizon Robotics, China EV technology, Chinese automakers global expansion, Trump Xi summit, Canada Chinese EVs, future of mobility, Tu Le, Lei Xing, Sino Auto Insights⸻⏱️ YouTube Chapter Timestamps00:00 The New World Order in Auto02:00 Trump-Xi Summit and Industry Implications05:00 Why China Now Exports Technology09:00 Ford, GM, Volkswagen and China’s Growing Influence13:00 XPeng, Huawei, Momenta and China’s ADAS Race17:00 Tesla FSD vs China’s Intelligent Driving Systems22:00 Why Lei Thinks WeRide Is Closest to FSD27:00 Waymo’s Expansion and Robotaxi Reality31:00 What Tu Saw in San Francisco35:00 Canada’s Chinese EV Strategy38:00 Why Europe Is Embracing Chinese Technology41:00 Beijing Auto Show Reflections44:00 What Comes Next for Global Automakers47:00 Final Thoughts

May 7, 202653 min

We Drove a Chinese EV 1,200km Hands-Free — And the Future Is Already Here | China EVs & More Ep. 246

In this special on-the-road episode of China EVs & More, Tu Le and Lei Xing drive a Li Auto i6 from Beijing to Shanghai using Li Auto’s latest hands-free VLA intelligent driving system — experiencing firsthand how quickly China’s EV ecosystem is evolving. The trip comes immediately after the massive Beijing Auto Show, where over 1,400 vehicles, 180+ debuts, and dozens of new brands highlighted how intense and competitive China’s EV market has become.Tu and Lei break down:Li Auto’s new VLA Driver Model and real-world NOA performanceXPeng’s latest VLA 2.0 rollout and robotaxi ambitionsBYD and CATL’s escalating battery and charging warWhy large Chinese SUVs are now targeting North America’s most profitable segmentsThe rise of Huawei-backed brands and the growing influence of Chinese tech suppliersHow global automakers are increasingly relying on Chinese software, batteries, and ADAS systems to stay competitiveThe episode also captures the realities of driving EVs in China today — ultra-fast charging, crowded charging stations, nonstop product launches, and a level of EV infrastructure that still feels years ahead of most global markets.From autonomous driving and battery breakthroughs to the growing divide between China and the West, this episode offers a rare, firsthand look into the future of mobility — from inside the driver’s seat.___🔑 SEO Keywords China EVs & More, Li Auto i6 review, Beijing Auto Show 2026, China EV road trip, hands free driving China, Li Auto VLA Driver Model, XPeng VLA 2.0, BYD flash charging, CATL battery technology, Huawei smart driving, robotaxi China, autonomous driving China, EV charging China, Chinese electric vehicles, future of mobility, Tu Le, Lei Xing, Sino Auto Insights___⏱️ YouTube Chapter Timestamps00:00 🔥 Hook: 800KM hands-free road trip 00:30 Intro from inside the Li Auto i6 02:00 Beijing → Shanghai EV road trip explained 04:00 Li Auto VLA Driver Model hands-free demo 07:00 Charging experience in China today 10:00 Beijing Auto Show biggest takeaways 14:00 XPeng VLA 2.0 and robotaxi future 18:00 BYD vs CATL battery war 22:00 Huawei’s massive presence at the show 26:00 Why Chinese SUVs are targeting North America 30:00 Tesla vs China EV ecosystem discussion 34:00 EV infrastructure comparison: China vs West 38:00 The future of autonomous driving 42:00 Final thoughts from the road trip

May 4, 202645 min

Beijing Auto Show Preview: China’s SUV War Is Breaking the Industry | CEM #245

Episode #250 of China EVs & More dives into a turning point moment for the global auto industry as China’s EV market enters a new phase ahead of the Beijing Auto Show.Tu Le and Lei Xing break down an explosion of flagship SUV launches across Chinese brands — from NIO, XPeng, Zeekr, and LeapMotor — all competing in the same $40K–$60K range with similar tech, features, and performance. The result? A hyper-competitive market where price has become the ultimate differentiator. But that’s just one side of the story.The episode also explores:Why Chinese EVs are converging on identical feature sets (800V, ADAS, AI chassis)How foreign automakers (VW, Nissan, Audi) are attempting a comeback in ChinaWhy marketing costs and partnerships may determine survival for legacy OEMsAnd how China’s EV ecosystem is shifting from price wars → brand differentiationThis is not just about China anymore — it’s about who wins the global auto reset.🔍 SEO KEYWORDS China EV marketBeijing Auto Show 2026Chinese electric vehiclesNIO ES9XPeng G series SUVZeekr 9XLeapmotor D19China EV price warglobal EV competitionVolkswagen China strategyNissan China EV plansEV SUV comparisonChinese EV exportsEV technology trendsADAS ChinaAI in cars Chinalegacy automakers vs Chinaelectric vehicle futurepremium EV market Chinasmart driving China⏱️ YOUTUBE TIMESTAMPS00:00 Intro + Beijing Auto Show setup 01:30 Explosion of new EV launches in China 03:00 Flagship SUV battle ($40K–$60K segment) 05:30 Why Chinese EVs are becoming “the same” 07:30 Feature parity: 800V, ADAS, AI chassis 09:00 The real differentiator: PRICE 11:00 Why quality is no longer the issue 12:30 Rapid refresh cycles (12–14 months) 14:00 Consumer choice overload in China 15:30 Foreign automakers strike back (VW, Nissan, Audi) 18:00 Why partnerships are the only path forward 20:00 Final thoughts: global EV reset underway

April 13, 202634 min

China EVs Are Now Targeting America’s Most Profitable Vehicles | Auto Industry Warning | CEM #244

In Episode 244, Tu Le and Lei Xing break down a major escalation in the global EV race: Chinese automakers are now targeting the most profitable segment in North America — large SUVs and trucks. NIO’s new ES9 flagship SUV delivers Tahoe-level size and luxury at a fraction of the price in China, signaling a direct challenge to the profit engines of GM, Ford, and Stellantis.The episode also explores:The continued collapse of premium brands in China, including Porsche and MercedesRising export dependence as domestic competition intensifiesThe next wave of product launches ahead of the Beijing Auto ShowTesla’s strategy amid stagnating product refresh cyclesHow global macro forces — including the Iran war — are impacting EV demand and costsTu and Lei highlight a critical shift:👉 The EV race is no longer about entry-level cars — it’s about owning the most profitable segments globally.___🔑 SEO KeywordsChina EV SUVs, NIO ES9, Chinese EV competition USA, EV truck competition, Tesla China competition, BYD EV strategy, global EV market trends, electric SUV comparison, EV industry disruption, Beijing Auto Show 2026, EV exports China, Tu Le Sino Auto Insights, Lei Xing China Auto Review___⏱️ Chapter Timestamps00:00 🔥 Hook: China targets SUVs00:12 Intro and episode overview01:00 NIO ES9 breakdown (Tahoe comparison)04:00 SUV segment disruption explained08:00 Porsche, Mercedes struggles in China12:00 Export growth vs domestic pressure16:00 Tesla strategy & product gaps20:00 Iran war impact on EV demand & costs24:00 Beijing Auto Show preview28:00 Global EV competition outlook32:00 Q&A and wrap-up

April 7, 20261 hr 3 min

The EV Power Shift Is Here: China Expands While the West Struggles | CEM #243

In Episode 243, Tu Le and Lei Xing break down a defining shift in the global EV industry: China’s EV growth is now being driven by exports as much as domestic demand. March sales rebounded strongly, but the real story is export share. Companies like BYD, Geely, Chery, and Great Wall are now exporting 30% to over 60% of their vehicles, signaling both global expansion and rising competition at home.Tu and Lei explore what this means for Tesla, legacy automakers, and global markets, as Chinese EV companies scale faster and push into new regions.Key discussions include: • Why rising exports may reflect pressure inside China’s domestic market • The flood of new models ahead of the Beijing Auto Show • Tesla’s positioning amid growing global competition • Canada’s EV policy shift and implications for North America • Why value — not brand — will ultimately decide winnersThis episode highlights a turning point:👉 The EV race is now global — and accelerating fast.⸻🔑 SEO KeywordsChina EV exports 2026, BYD global expansion, Geely EV exports, Chery international sales, Tesla China competition, EV global market trends, Chinese EV growth, EV industry transformation, Beijing Auto Show 2026, electric vehicles China vs US, EV price war China, Tu Le Sino Auto Insights, Lei Xing China Auto Review⸻⏱️ Chapter Timestamps00:00 🔥 Hook: Americans want value, not origin00:12 Intro and episode setup02:00 March EV sales rebound04:30 Export share surge explained08:00 BYD, Geely, Chery global trends12:00 Domestic pressure vs global expansion16:00 Beijing Auto Show preview20:00 Tesla positioning and outlook24:00 Canada policy and North America impact28:00 Global EV strategy discussion32:00 Q&A and wrap-up

March 24, 202649 min

China EVs Are Moving Faster Than Ever — Tesla, Rivian & the West Running Out of Time? | Episode #242

In Episode 242 of China EVs & More, Tu Le and Lei Xing break down a pivotal week in the global EV industry — one defined by accelerating innovation, new partnerships, and intensifying competition across China, the U.S., and beyond. XPeng reaches a major milestone with its first quarterly profit, joining NIO, Li Auto, and Leapmotor in demonstrating that China’s EV startups can achieve profitability — even amid one of the most competitive markets in the world.Meanwhile, Rivian secures a $1.25 billion partnership with Uber, signaling a major push into the robotaxi ecosystem and raising questions about whether EV startups can remain viable without tapping into autonomy and mobility platforms.The hosts also dive into Xiaomi’s refreshed SU7 launch, the growing wave of EV announcements ahead of the Beijing Auto Show, and how Chinese automakers continue to iterate products 2–3x faster than legacy competitors.Other key topics include:The rise of “physical AI” and next-generation autonomy platforms from XPengNVIDIA’s expanding role in global AV ecosystemsThe future of robotaxis and whether margins will hold as competition growsThe coming battle for large electric SUVs in China and globallyHow Chinese EV technology is increasingly influencing global vehicle design and developmentWith Chinese OEMs scaling faster, launching more products, and expanding globally, Tu and Lei highlight a clear shift: the EV race is no longer about catching up — it’s about survival and adaptation.🔑 SEO Keywords (for YouTube + Podcasts)China EVs & More, Tu Le, Lei Xing, XPeng earnings profit, Rivian Uber partnership robotaxi, Xiaomi SU7 refresh, China EV market 2026, Chinese EV competition, BYD EV technology, EV industry trends, robotaxi market growth, autonomous driving China vs Tesla, NVIDIA autonomous driving platform, EV startup profitability, future of mobility, electric vehicles global competition⏱️ Chapter Timestamps00:00 Intro and episode overview01:10 XPeng achieves first quarterly profit03:30 Why EV startup profitability matters06:00 Xiaomi SU7 refresh and competitive landscape10:00 China EV innovation speed vs legacy automakers14:00 XPeng’s “physical AI” strategy explained18:00 NVIDIA’s growing role in autonomy22:00 Rivian–Uber $1.25B partnership breakdown26:00 Robotaxi economics and competition30:00 Can EV startups survive without autonomy?34:00 Large SUV EV battle in China38:00 Global EV competition outlook41:00 Q&A: LiDAR, Rivian strategy, autonomy45:00 Final thoughts and wrap-up

March 16, 202640 min

Honda’s $15B EV Collapse, Porsche Profits Crash, and China EVs Surge | Episode #241

This week on China EVs & More, Tu and Lei break down one of the most turbulent weeks yet for the global auto industry. Honda stunned the industry by announcing $15.7 billion in EV write-downs and abandoning its “Zero” EV program, marking the company’s first loss in its 70-year history. Porsche and Volkswagen Group also revealed dramatic profit declines as EV investments, tariffs, and China market pressures weigh heavily on legacy automakers.Meanwhile, China’s EV sector continues to move at breakneck speed. NIO and Li Auto both reported earnings and ambitious 2026 growth targets, while a new wave of large luxury SUVs — from AITO, BYD, Xpeng, and others — intensifies competition in China’s most profitable segments.The hosts analyze how China’s relentless product cycles and rapid innovation are redefining the global automotive landscape, leaving Western automakers scrambling to catch up.Other key topics include:Why the Tesla Model 3 could face pressure from Xiaomi’s refreshed SU7The coming explosion of large electric SUVs at the Beijing Auto ShowWhether Chinese EVs could soon challenge U.S. truck and SUV dominanceThe role of partnerships and acquisitions as Chinese and Western automakers increasingly collaborateHow Canada’s new EV policy could open the door to Chinese brands in North AmericaFrom collapsing profits to accelerating innovation, this episode highlights a stark reality: the global EV race is no longer just about electrification — it’s about technology speed, scale, and survival._______🔑 SEO Keywords (for description & podcast discovery)China EVs & More, Tu Le, Lei Xing, Honda EV write-down, Porsche profits decline China, Volkswagen Group earnings EV losses, China EV market competition, Xiaomi SU7 refresh, Tesla Model 3 China competition, large electric SUV market China, NIO earnings 2026, Li Auto earnings results, BYD SUV lineup, Chinese automakers global expansion, EV industry transformation, Beijing Auto Show EV news______⏱️ YouTube Chapter Timestamps00:00 Intro and episode overview01:10 Honda’s $15.7B EV write-down explained03:30 Porsche profit collapse and China sales decline05:40 Volkswagen Group earnings and EV investment impact08:20 NIO earnings and growth targets for 202612:00 Li Auto earnings and strategy reset15:00 Explosion of large electric SUVs in China18:30 Why Xiaomi’s SU7 refresh could challenge Tesla Model 322:00 Tesla’s product strategy and lack of refreshes25:30 The coming SUV battle in China’s EV market29:00 Canada opening the door to Chinese EV imports33:00 Partnerships between Chinese and Western automakers36:30 Future of global EV competition38:30 Wrap-up and final thoughts

March 10, 202639 min

NIO Just Hit a Major EV Milestone — And the Global Auto Industry Should Pay Attention | Episode #237

In this episode of China EVs & More, Tu Le and Lei Xing break down one of the most eventful weeks in the EV industry — from NIO reaching major milestones to new rumors of partnerships between Chinese and Western automakers. NIO is on the verge of two historic achievements: its first profitable quarter and its 100 millionth battery swap. For a company that helped pioneer China’s smart EV startup movement, the milestone represents both redemption and a new beginning.The hosts also unpack a series of industry-shaking developments:Rumors of potential Xiaomi–Ford and Geely–Ford collaborationsCanada’s evolving EV policy and the implications for Chinese automakers entering North AmericaThe ongoing EV price war in China and how it’s reshaping the global auto marketTu and Lei explain why Chinese automakers are rapidly becoming global competitors — not just through vehicle exports, but through technology partnerships, battery supply chains, and software ecosystems.The conversation also highlights the next wave of EV competition: affordable electric vehicles. Rivian’s highly anticipated R2 SUV, Ford’s upcoming EV platform, and the Chevrolet Equinox EV could become critical in determining whether U.S. automakers can compete against Chinese EV makers in the next decade.The episode concludes with a look at China’s fast-changing regulatory environment — from new vehicle safety rules to battery technology innovation — and why the Beijing Auto Show could reveal the next major shift in the EV industry.From battery swapping and profitability milestones to geopolitical trade dynamics and the future of affordable EVs, this episode captures a moment when the global auto industry is rapidly transforming.🔑 SEO Keywords (for description and podcast search)China EVs & More, Tu Le, Lei Xing, NIO profitability milestone, NIO battery swap network, China EV startups, Xiaomi Ford partnership rumor, Geely Ford collaboration, EV price war China, global EV competition, Rivian R2 electric SUV, affordable EV market, EV industry trends 2026, Chinese automakers global expansion, BYD EV competition, battery swapping technology, EV innovation China, Beijing Auto Show EV news

March 9, 202648 min

Tesla’s China Problem Just Got Bigger — Xiaomi & BYD Are Taking Over | Episode #238

In this episode of China EVs & More, Tu Le and Lei Xing break down the latest developments in the global EV industry as 2026 begins — including the evolving competition between Tesla, Xiaomi, BYD, and other Chinese automakers. January sales numbers from China reveal a complex picture. Xiaomi’s YU7 SUV surged to become the best-selling vehicle in China across all powertrains, while Tesla’s domestic demand appears to be weakening as more vehicles produced in Shanghai are exported overseas.Tu and Lei analyze what this means for Tesla’s strategy in China and why export growth can mask softness in the world’s largest EV market.The discussion also explores the ongoing EV price war in China, where ultra-low financing offers and aggressive discounting are putting pressure on automakers’ margins and long-term profitability. As the hosts explain, China’s EV market has entered a new phase where companies must fight not just for growth — but for survival.The episode then shifts to the future of EV technology and battery innovation. With BYD continuing to push fast-charging infrastructure and next-generation batteries, the hosts debate whether ultra-fast charging could eventually make battery swapping less relevant outside China.Finally, Tu and Lei turn to the North American EV market. With Rivian’s highly anticipated R2 SUV, Ford’s upcoming affordable EV platform, and Tesla’s continued dominance with the Model Y, the next few years may determine whether U.S. automakers can remain competitive as Chinese EV manufacturers expand globally.From battery innovation and pricing wars to global expansion strategies, this episode offers a clear look at how China EV Inc. continues to reshape the global auto industry.🔑 SEO Keywords (for description and podcast search)China EVs & More, Tu Le, Lei Xing, Xiaomi YU7 sales China, Tesla China demand decline, BYD fast charging battery tech, China EV price war, Chinese electric vehicles global expansion, EV market China 2026, Rivian R2 review discussion, Ford affordable EV platform, battery swapping vs fast charging, Chinese EV exports, EV competition Tesla vs China, global EV industry trends, electric vehicle market analysis

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