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In this episode, Tu Le and Lei Xing unpack a busy week in the global EV world — from the Chengdu Motor Show to the explosive 42,000 Zeekr 9X reservations in just one hour.
We dive deep into:
👉 Join us for sharp insights on China’s fast-evolving EV sector and what it all means for the global auto industry.
🔑 Keywords
China EVs, China NEVs, Zeekr 9X, Geely, Volvo XC70, Ford Bronco EV, Exeed ET5, Roewe M7, HypeTech A800, Huawei ADS, BYD, Leapmotor, XPeng P7, NIO ES8, NIO Onvo L90, Li Auto i6 i8, Xiaomi SU7, DreamE EV, Bugatti challenger, Chengdu Motor Show 2025, IAA Munich preview, Horizon Robotics, Black Sesame, Hesai, RoboSense, Nvidia, Qualcomm, China EV chip war, EV price war, Sino Auto Insights podcast, Tu Le, Lei Xing.
Time stamps:
0:00 – Welcome & intro (Qixi “Valentine’s Day” edition)
1:30 – Zeekr 9X launch & 42,000 reservations in 1 hour
4:30 – Design, pricing & “Hangzhou Bay Cullinan” positioning
6:30 – Chengdu Motor Show overview & significance
10:10 – Volvo XC70 launch & Ford Bronco EV/PHEV reveal
12:00 – Exeed ET5 with Horizon Robotics chip & Roewe M7 DMH
12:45 – Huawei-backed HypeTech A800 flagship sedan
15:30 – BMW Neue Klasse, IAA Munich preview & European competition
16:30 – BYD, Leapmotor & kit assembly abroad (Thailand, India, Hungary, Spain)
20:00 – Chinese Tier 1s at IAA: CATL, Horizon Robotics, Hesai, RoboSense & more
22:00 – China’s chip wars: Horizon, Black Sesame, Huawei, XPeng, Li Auto vs. Nvidia & Qualcomm
26:30 – NIO standardizes 100 kWh packs & the “non-price cut price cut”
28:00 – Li Auto i6/i8 challenges, XPeng momentum, NIO L90 vs. Li Auto L9
31:00 – He Xiaopeng interview: “only 5 automakers will remain” debate
33:10 – SOE restructuring: Dongfeng, FAW, Changan consolidation
34:30 – New entrants: DreamE (robot vacuum maker) takes aim at Bugatti
39:00 – XPeng P7 vs. Xiaomi SU7 – which would you choose?
44:30 – NIO delays L80 launch to prioritize L90 demand
45:30 – Battery tech trends: Sodium-ion, LMR, dual chemistry & U.S. truck lessons
48:30 – Big picture: SUVs, EREVs, BEVs & China’s consumer preferences
49:54 – Wrap up & preview of next week’s IAA coverage from Munich
5
1616 ratings
In this episode, Tu Le and Lei Xing unpack a busy week in the global EV world — from the Chengdu Motor Show to the explosive 42,000 Zeekr 9X reservations in just one hour.
We dive deep into:
👉 Join us for sharp insights on China’s fast-evolving EV sector and what it all means for the global auto industry.
🔑 Keywords
China EVs, China NEVs, Zeekr 9X, Geely, Volvo XC70, Ford Bronco EV, Exeed ET5, Roewe M7, HypeTech A800, Huawei ADS, BYD, Leapmotor, XPeng P7, NIO ES8, NIO Onvo L90, Li Auto i6 i8, Xiaomi SU7, DreamE EV, Bugatti challenger, Chengdu Motor Show 2025, IAA Munich preview, Horizon Robotics, Black Sesame, Hesai, RoboSense, Nvidia, Qualcomm, China EV chip war, EV price war, Sino Auto Insights podcast, Tu Le, Lei Xing.
Time stamps:
0:00 – Welcome & intro (Qixi “Valentine’s Day” edition)
1:30 – Zeekr 9X launch & 42,000 reservations in 1 hour
4:30 – Design, pricing & “Hangzhou Bay Cullinan” positioning
6:30 – Chengdu Motor Show overview & significance
10:10 – Volvo XC70 launch & Ford Bronco EV/PHEV reveal
12:00 – Exeed ET5 with Horizon Robotics chip & Roewe M7 DMH
12:45 – Huawei-backed HypeTech A800 flagship sedan
15:30 – BMW Neue Klasse, IAA Munich preview & European competition
16:30 – BYD, Leapmotor & kit assembly abroad (Thailand, India, Hungary, Spain)
20:00 – Chinese Tier 1s at IAA: CATL, Horizon Robotics, Hesai, RoboSense & more
22:00 – China’s chip wars: Horizon, Black Sesame, Huawei, XPeng, Li Auto vs. Nvidia & Qualcomm
26:30 – NIO standardizes 100 kWh packs & the “non-price cut price cut”
28:00 – Li Auto i6/i8 challenges, XPeng momentum, NIO L90 vs. Li Auto L9
31:00 – He Xiaopeng interview: “only 5 automakers will remain” debate
33:10 – SOE restructuring: Dongfeng, FAW, Changan consolidation
34:30 – New entrants: DreamE (robot vacuum maker) takes aim at Bugatti
39:00 – XPeng P7 vs. Xiaomi SU7 – which would you choose?
44:30 – NIO delays L80 launch to prioritize L90 demand
45:30 – Battery tech trends: Sodium-ion, LMR, dual chemistry & U.S. truck lessons
48:30 – Big picture: SUVs, EREVs, BEVs & China’s consumer preferences
49:54 – Wrap up & preview of next week’s IAA coverage from Munich
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