In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the performance of major automakers like Porsche, and the shifting dynamics in the premium market in China. 

They also touch on the upcoming Auto Shanghai 2025 and the implications of new product launches in the EV sector.

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and trade tariffs on the industry. 

They analyze the sales performance of major players like BYD and Tesla, the challenges faced by NIO, and the implications of recent accidents involving intelligent driving technologies. 

The conversation also covers advancements in eVTOL technology and the significance of new charging solutions in the market.

Keywords:
China, EVs, tariffs, trade, NIO, BYD, Tesla, eVTOL, Xiaomi, market dynamics

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 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 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 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.