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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
By Tu Le & Lei Xing5
1616 ratings
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

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