China EVs & More
Tu Le & Lei Xing
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
Mentioned books
Jun 19, 2021 • 48min
Episode #18 - Apple meets with BYD & CATL, Tu's Mobility Panel Takeaways, and Didi's Planned IPO
In this episode, Tu and Lei talk about what to takeaway from the rumored Apple meeting with Chinese battery suppliers BYD & CATL. Tu also discusses his time participating in a live Mobility panel in Shanghai with over 40 people in attendance. Finally, Tu and Lei also take a few minutes to discuss some China EV CEO's comments during an automotive conference and prospects for the Didi (China's Uber) IPO.
Jun 11, 2021 • 46min
Episode #16 - Li Auto Li One midcycle upgrade / launch, Tesla & Foreign OEM China data strategy, Ford (+) strategy and China
Lei & Tu get into more detail about the upgraded Li One and Li selecting Horizon Robotics as their future chip partner. They also discuss the announcement by Tesla to open their own data centers in Shanghai and the lack of a data strategy from other foreign OEMs. Finally, Tu & Lei add commentary on the Ford (+) strategy and how their China strategy was left out of the announcement and much more...
Jun 7, 2021 • 25min
Episode #14 - China April EV Sales, Tesla's Shocking Drop, Qihoo & JD.com EV Dance, and more
In this week's episode, Tu & Lei go over April's EV sales numbers for the China market, one that has historically been a slow month. They also discuss Tesla's continuing sales struggles, the recent data security standards administration, the Qihoo 360 & JD.com partnership, and finally XPeng March earnings.
May 26, 2021 • 47min
Episode #12 - Tesla Protest-Gate, NIO Way to Norway to the EU, Is Skyworth - it?
Tu & Lei have some fun with the latest on the Tesla protest-gate at #AutoShanghai2021 and talk about whether NIO way to Norway could be their way to the rest of the EU. They also discuss Skyworth, the Chinese brand known for TVs in China, entering the EV sector.
May 26, 2021 • 29min
Episode #13 - NIO Way in Norway, the China May holiday
In a Labor Day shortened show, Tu & Lei unpack all the news that came out of 'NIO' Day in Norway and Tu talks about his domestic travels in China during China's 5 day Labor Day holiday.
May 24, 2021 • 37min
Episode #8 - Smart EVs packed with tech, a longer look at LiDAR, Tu visits Liu e-moped company
In this episode, Tu & Lei discuss how packing technology into EVs becomes the norm in China and play out how the Chinese tech companies change the EV game for the OEMs & EV startups.Tu also discusses his trip to Changzhou to visit Niu, China's most innovative electric moped company. He deep dives a bit about the market, tries out their new products and visits their brand new factory.
May 24, 2021 • 44min
Episode #9 - A recap of Q1’21 sales, Lead-up to Auto Shanghai 2021, spotlights on XPeng & Ford
Tu & Lei analyze and the numbers from CQ1'21 China auto sales before getting into the vehicles that were launched and the buildup to #AutoShanghai2021.
May 20, 2021 • 43min
Episode #11 - Recap #2 of Auto Shanghai 2021: A spotlight on the Chinese and tech brands
In this week's episode, Tu & Lei continue their talk about the Shanghai Auto Show focusing on announcements and product reveals from the domestic automakers, technology companies, and EV startups.
May 20, 2021 • 46min
Episode #10 - Recap #1 of Auto Shanghai 2021: A spotlight on the foreign brands
For this week's episode, we talk Shanghai Auto Show focusing on announcements and product reveals from the foreign automakers.
