China EVs & More
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
Episodes
246 episodes
Episode #241 - Honda’s $15B EV Collapse, Porsche Profits Crash, and China EVs Surge
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”...
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40:23
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.
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39:33
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. ...
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48:22
Chinese EV Tech Is Powering Western Cars Now — The Auto Industry Just Changed | Episode #239
In this episode of China EVs & More, Tu and Lei unpack a rapidly changing global automotive landscape where Chinese EV technology is increasingly powering the future of the industry — even outside China. The discu...
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59:43
BYD’s 1500kW Charging Breakthrough — Tesla & the West Just Got a Wake-Up Call | Episode #240
This week on China EVs & More, Tu and Lei break down one of the biggest developments of the year in the global EV industry: BYD’s massive technology reset and charging breakthrough. Facing slowing domestic sales a...
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54:38
Episode #236 - Tesla Kills Icons, China EVs Surge, and the Awards That Define the Year
In Episode 236, Tu and Lei deliver one of their most wide-ranging and revealing conversations yet—covering Tesla’s strategic retreat from cars, China’s accelerating dominance in EVs, autonomy, and robotics, and unveiling the inaugural
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50:56
Episode #235 - Robotaxis Scale, Tesla Pushes FSD, and the Premium Auto Model Starts to Crack
In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe. The conversation opens with a surge of AV a...
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49:09
Episode #234 - Canada Opens the Door, China EVs Advance, and Legacy Automakers Face a Reckoning
Episode 234 may go down as one of the most consequential conversations yet on China EVs & More. Tu and Lei unpack the Canada–China trade truce that effectively opens the door for Chinese EV imports into North America—...
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54:16
Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative
Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics. This episode unpacks...
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48:28
Episode #230 - Rivian’s AI Moment, China’s L4 Push, and the Race for Affordable EVs
In this episode, Tu and Lei dive into a week dominated by autonomy, AI, and a widening gap between China’s EV ecosystem and the rest of the world. The episode opens with a deep reaction to Rivian’s Autonomy AI Day—why...
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40:43
Episode #229 - Who’s Rising, Who’s Falling, and Why China Still Matters Most
In Episode 229, Tu and Lei unpack the November China EV sales inflection point and what it reveals about the next phase of the global auto industry. With subsidies set to expire in 2026, November marked the real start of Chi...
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40:23
Episode #231 - 2025 In Review
Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China’s EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore. Fr...
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1:17:27
Episode #228 - Li Auto Implodes, XPeng Attacks, Huawei Expands, and NIO Fights for Breakeven
China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off. 🚗⚡🦃Tu & Lei break down Li Auto’s shocking Q3 collapse, CEO Li Xiang’s pivot to “embodied AI,” and ...
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1:03:35
Episode #227 - Xiaomi Surges, Tesla Slows, XPeng Flexes, and GM’s Supply Chain Shock
In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China’s innovation pace keeps accelerating while Western automakers scramble to respond. Xiaomi’s YU7 officially outsells the Tesla Model...
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53:13
Episode #226 - Halloween Horror for EU Legacy Auto: BYD’s Profit Drop, Porsche’s Collapse, and China’s EV Power Shift
This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major pro...
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57:23
Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spa...
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51:30
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China’s EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China’s auto sector:<...
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38:45
Episode #223 - BYD’s Plateau, Leapmotor’s Surge, and Chery’s Global Play
Tu Le and Lei Xing unpack a pivotal month for China’s EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that’s reshaping the industry. 🇨🇳⚡️🌍BYD’s domestic sales cool even as exports near ...
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57:30
Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed...
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48:25
Episode #221: Special IAA Mobility Edition!
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...
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30:23
Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China’s EV Chip Wars
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:🚙 Zeekr 9X launch &...
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52:05
Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast’s Rise in Vietnam
In Episode 218 of China EVs & More, Tu Le and Lei Xing break down one of the most heated summers yet in China’s EV world — a season of price wars, social media battles, and momentum shifts.We cover:⚔️ Onv...
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53:30
Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout
In this episode of China EVs & More, Tu (Sino Auto Insights) and Lei (former Editor-in-Chief of China Auto Review) dive deep into the latest developments in the global EV and mobility sector. From NIO’s bold ES8 relaunch ...
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1:08:33
Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports
In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market. They analyze the implications of th...
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47:43
Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
In this episode, Tu Le and Lei Xing dive deep into:✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?✅ NIO’s Onvo L90 ...
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52:08