China EVs & More

Episode #221: Special IAA Mobility Edition!


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Tu Le and Lei Xing bring you inside Europe’s biggest auto show where Chinese EV makers and global legacies collide.

We break down:
 • Volkswagen Group’s push into €25K EVs (Cupra, ID Polo, Skoda Epiq)
 • BMW’s Neue Klasse iX3 vs. Mercedes’ all-new GLC EV
 • Polestar 5 sedan launch — is it too late?
 • BYD’s massive European push (Seal 6 DMI Touring, Dolphin Surf, Denza flash-charging)
 • XPeng, Changan, Leapmotor and the “second wave” of Chinese OEMs storming Europe
 • Partnerships everywhere: Valeo–Momenta, Bosch–WeRide, Qualcomm–QCraft
 • The rise of Chinese lidar (Hesai, RoboSense) and chipmakers (Horizon, Black Sesame)

00:00 Introduction to Mobility Munich Special Edition

01:44 Volkswagen Group's New Electric Vehicles

05:22 BMW vs. Mercedes: Competing Electric Models

10:26 Chinese OEMs Making Their Mark in Europe

15:35 Reflections on Day One of the Event

20:40 The Future of EVs and Industry Partnerships

25:37 Closing Thoughts and Future Events


👉 Subscribe for unfiltered insights on how China’s EV juggernauts and Europe’s auto giants are battling for the future of mobility.

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China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, IAA Mobility Munich 2025, Volkswagen Group EVs, Cupra EV, VW ID Polo, Skoda Epiq, BMW Neue Klasse iX3, Mercedes GLC EV, Polestar 5, BYD Seal 6 DMI, BYD Dolphin Surf, Denza EV Europe, XPeng Europe strategy, Changan Deepal S05, Leapmotor Europe launch, Horizon Robotics, Black Sesame Tech, Momenta ADAS, Bosch WeRide, Qualcomm QCraft, Hesai lidar, RoboSense lidar, Chinese EVs in Europe, EV price war Europe


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China EVs & MoreBy Tu Le & Lei Xing

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