Podcasts about china ev

Six stories today — NIO leads and the China EV globalexpansion story is the one your portfolio needs to hear.NIO Champion Edition deliveries start Saturday June 20th— ET5, ET5 Touring, and EC6 all launching simultaneously.Starting at 313,000 yuan, better equipped and cheaper thanlast year's versions. The 5566 lineup has been struggling —down 56.3% year over year in May — and the Champion Editionsare NIO's answer. William Li said making EV models lightertakes courage. In May pure EVs outsold combustion cars inChina for the first time ever. He expects 70% NEVpenetration by Q3 2026.Chinese automakers can't enter the US because of 102.5%tariffs. So they're flanking. Geely acquired Ford's factoryin Valencia Spain. BYD is in talks with Stellantis for idleEuropean factories. Xpeng is talking to Volkswagen abouta European plant. BYD's Brazil factory holds 12.8% ofBrazil's auto market, outselling Volkswagen and Fiat.And several Chinese automakers are exploring Mexico asthe route into North America under USMCA preferentialtrade access. China's auto exports are up 61.5% yearover year in the first four months of 2026. The tariffwall didn't stop Chinese EVs. It redirected them.Kevin Warsh held his first Fed press conference andrepeatedly stressed "price stability" as his guidingprinciple. Money markets immediately priced in a ratehike by October. S&P 500 fell 1.2%. Two-year Treasuryyields climbed 16 basis points. The most hawkish Fedsignal since the Iran war started.But the Iran deal signs this Friday in Switzerland.The 14-point memorandum covers a permanent ceasefire,Hormuz reopening, and immediate Iranian oil exportwaivers. Brent crude is already at $79. Oil futuresare pricing $72 by February. When oil falls inflationfollows. When inflation falls rate cuts return. Whenrate cuts return growth stocks re-rate upward.Friday's signing is the real signal for your portfolio.BMW cut its 2026 profit guidance citing China demandweakness that "cannot be compensated" by Europe and USgains. State Farm's new agent contracts face massivebacklash as AI looms over the insurance industry.SpaceX shares are losing post-IPO steam. And the USAWorld Cup opener smashed every US soccer broadcastrecord — the business story behind the headline.

Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped.  What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.In this episode, Tu and Lei discuss:Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technologyThe growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon RoboticsWaymo's rapid expansion and why autonomous driving is becoming impossible to ignoreThe reality of FSD versus China's rapidly improving intelligent driving systemsThe implications of the Trump-Xi summit for the automotive sectorCanada's evolving strategy toward Chinese EV importsWhat the Beijing Auto Show revealed about the future of the industryWhy the next battle is no longer about EVs — it's about software, AI and autonomyThe conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility.  ⸻

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart CHINESE EV MAKERS START RAISING PRICES https://evne.ws/4eTsusx CHINESE BRANDS CUT BACK CANADA DEALER PLANS https://evne.ws/3RcYb67 STELLANTIS, DONGFENG BACK WUHAN NEV EXPANSION https://evne.ws/4dcI7Kk XIAOMI SHOWS YU7 GT AHEAD OF MAY LAUNCH https://evne.ws/4uQPflr NIO INSTALLS FIRST GEN-5 SWAP STATION https://evne.ws/3RdH302 FIREFLY ADDS SWAP PARKING AHEAD OF NIO UPGRADE https://evne.ws/4uRAv5T XPENG G6 COVERS 1,000 KM IN UNDER 8.5 HOURS https://evne.ws/4eKw73T BYD DOLPHIN G PHEV SPOTTED AHEAD OF EUROPE https://evne.ws/4dKGXFZ CHINESE SUV MAKERS TURN SUSPENSION INTO A WEAPON https://evne.ws/48YpSG2

In this special on-the-road episode of China EVs & More, Tu Le and Lei Xing drive a Li Auto i6 from Beijing to Shanghai using Li Auto's latest hands-free VLA intelligent driving system — experiencing firsthand how quickly China's EV ecosystem is evolving.  The trip comes immediately after the massive Beijing Auto Show, where over 1,400 vehicles, 180+ debuts, and dozens of new brands highlighted how intense and competitive China's EV market has become.Tu and Lei break down:Li Auto's new VLA Driver Model and real-world NOA performanceXPeng's latest VLA 2.0 rollout and robotaxi ambitionsBYD and CATL's escalating battery and charging warWhy large Chinese SUVs are now targeting North America's most profitable segmentsThe rise of Huawei-backed brands and the growing influence of Chinese tech suppliersHow global automakers are increasingly relying on Chinese software, batteries, and ADAS systems to stay competitiveThe episode also captures the realities of driving EVs in China today — ultra-fast charging, crowded charging stations, nonstop product launches, and a level of EV infrastructure that still feels years ahead of most global markets.From autonomous driving and battery breakthroughs to the growing divide between China and the West, this episode offers a rare, firsthand look into the future of mobility — from inside the driver's seat.___

Host Paul Spain is joined by Cam Richardson, founder of Paysquad, to dive into the latest in tech news and innovation. They discuss Amazon scrapping its West Auckland data centre plans, the expansion of AI-powered infrastructure in Invercargill, EV charging with ChargeNet, movie deal for a Kiwi-led Roblox game, Apple's Vision Pro headset future and data security concerns around Chinese EVs. Plus, they break down new rules at the Oscars regarding AI-generated content and Taylor Swift's play for control in the AI era. Cam also shares the origin, mission, and future vision of Paysquad, a Kiwi fintech making group payments possible at checkout.Thanks to our Partners One NZ, Workday, 2degrees, Spark, Fortinet and Gorilla Technology

EVents season kicks off in earnest, with the biggest car show ever held on planet earth. Where else, but in Beijing? But is its scale covering some cracks in the car market more generally and China specifically, Dan Caesar & Elliot Richards think it might be. From inside the cockpit of a CATL battery powered vertical take off and landing craft they predict take off for some, crash landings for others. Want to see and test drive an array of battery EVs, but can't make it to the major autoshows overseas? Then come join us at our next Everything Electric expo: https://everythingelectric.show THIS WEEK! - EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Check out our sister channel Everything Electric TECH: https://www.youtube.com/@EverythingElectricShow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk

Honda says it has “no chance” against China's EV dominance, but is that really true? In this episode, we break down the future of EVs, Infiniti confirming a manual sedan, and early thoughts on the 2026 Toyota Camry Nightshade.From the Mecum Auctions experience to bold claims from Honda, this episode of the CarQuicks Automotive Podcast covers the biggest shifts happening in the car industry right now. We dive into Chinese EV innovation, what legacy automakers are up against, and whether enthusiast cars like manual sedans still have a future.-00:00 Introduction04:05 My Invitation to the Mecum Auctions18:32 Honda vs. China | What's really going on?30:35 New Car Review Week | 2026 Toyota Camry Nightshade33:56 A New Infiniti Sports Sedan? And Skyline?36:54 Hyundai Boulder Concept39:42 2028 Nissan Xterra Teased40:43 A NEW Camaro is coming?43:37 Jeep Trailhawk is Announced44:33 Personal media updates | MAMA Spring Rally51:03 GR Corolla | Land Cruiser Updates | Outro-#automotivepodcast #carquickspodcast #autoindustry #autonews #carnews __________Episode 120 Topics-Mecum Auctions ExperienceFirst-hand look at the Mecum auction sceneStandout cars, energy, and what makes these events special-Honda vs China EVsHonda CEO reaction to China's EV supply chainWhy Chinese EVs are advancing so quicklyThe innovation vs reality conversationThe darker side of production, labor concerns, and cost advantagesWhat happens if Chinese automakers dominate globally?Will prices stay low or rise over time?What Honda should be doing nextBreakdown of Nikkei Asia report: Honda shifts power back to engineers-2026 Toyota Camry Nightshade Review (Early Thoughts)First driving impressionsStyling and Nightshade trim appealWhere the Camry stands in today's sedan marketIs the Camry still the benchmark daily driver?-Infiniti Manual Sedan ConfirmedInfiniti announces a high-horsepower sedanManual transmission confirmed by leadershipIs this a real enthusiast comeback or too late?-Hyundai Boulder ConceptHyundai is targeting the Ford Bronco and Jeep WranglerBody-on-frame off-road SUV direction37-inch tires, solid rear axle, independent front suspensionInterior tech and concept design directionThoughts on Hyundai entering the off-road space-Future Car Teasers and Industry NewsNissan Xterra return (2029 expected, body-on-frame SUV)Chevrolet Camaro comeback rumors with turbo and V8 optionsJeep Trailhawk returning with off-road focus-CarQuicks UpdatesGR Corolla ownership updatesLand Cruiser content plansBig news: approved road trip content to Road AmericaIf you enjoy real, honest takes on the car industry, make sure to subscribe to CarQuicks for weekly automotive news, reviews, and podcast episodes.__________automotive podcast, car news 2026, Honda EV strategy, China EV market, Chinese electric cars, Infiniti manual sedan, 2026 Toyota Camry Nightshade review, Hyundai Boulder concept, off-road SUV future, Nissan Xterra return, Camaro comeback, Jeep Trailhawk 2027, GR Corolla ownership, car industry trends, Mecum Auctions experience__________

Six stories today that connect around a single theme — the companies that survive consolidation own the decade.Nissan's Dongfeng joint venture was caught running a coordinated troll army against Li Auto during a product launch. Leaked internal documents exposed Li Auto's models as explicit targets. China's Ministry of Industry and Information Technology stepped in.This is happening against the backdrop of China's auto industry hitting a 4.1% profit margin — its lowest since 2015. Over half of Chinese dealerships lost money last year. The price war nearly destroyed the industry. NIO just posted their first quarterly profit in this environment. That's the story.Meta is projected to surpass Google as the world's largest digital advertising platform in 2026 at $243 billion — Zuckerberg's quiet comeback is one of the greatest in modern corporate history.Citadel's Ken Griffin publicly warned of global recession if the Strait of Hormuz stays closed. The Iran ceasefire expires next week.Over 1,000 Hollywood insiders signed an open letter opposing the Paramount and Warner Bros Discovery merger.And Hailey Bieber turned Justin's Coachella headline set into a Rhode brand product launch. That's a founder mindset.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart VOLKSWAGEN'S CHINA EV SLUMP https://evne.ws/4elfI5u XPENG SHOWS GX CABIN BEFORE LAUNCH https://evne.ws/41zbnUV FARLEY WARNS ON CHINESE CARS https://evne.ws/4dLTREm FANG CHENG BAO TO SHOW FIRST SEDAN https://evne.ws/4sqBxUF FIREFLY BACKS DOWN ON UPGRADE PRICING https://evne.ws/4emsNvn GREATER BAY SHOWS A-SAMPLE SOLID-STATE CELLS https://evne.ws/4dMIig8 CADILLAC SETS 22 APRIL FOR VISTIQ LAUNCH https://evne.ws/421ylnM LEPAS L6 SET FOR UK IN 2026 https://evne.ws/4tH3DMm JD.COM TAKES DEEPAL L06 SALES ONLINE https://evne.ws/3OBw4g0

Four stories today that all connect back to NIO and your portfolio.William Li took the stage at the China EV 100 Forum urging the entire Chinese auto industry to standardize batteries and chips — a move he says could unlock over $14 billion in industry-wide savings. NIO's own ES9 has over 4,000 chips from 1,000+ varieties. NIO is cutting internally to ~400 types.A 36Kr analysis reveals China's auto chip self-sufficiency is only 25% — 75% still imported. DRAM prices jumped 180% in 3 months as Samsung, SK Hynix and Micron redirect capacity to AI. One mid-tier smart EV's memory cost went from $100 to $290.The $29K pure EV sedan market is dominated by Tesla and Xiaomi — and 2026 may be the last window for anyone else to crack it.And Trump just announced a US Navy blockade of the Strait of Hormuz after 21 hours of failed peace talks in Islamabad. Experts warn elevated oil prices could persist through end of 2026 — making NIO's battery swap model more valuable every single day.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

What Jenny Horne calls a "binary outcome" in Wednesday night's primetime address from President Trump resulted in further escalation against Iran. She walks investors through the president's pointed language which signals a longer-than-expected war. Futures plunged Thursday and crude oil hit $110, with levels poised to open at the highest levels since 2022. Turning to stock stories, Jenny highlights Tesla's (TSLA) 8.7% increase in China EV deliveries. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm.Topics:The Global EV pictureThe final frontier for China EVsThe US "China EV" strategyGM and FordThe status of FSD (full self-driving)The changing perception of Tesla in ChinaWhat's next for BYD and Tesla?When will CATL be producing batteries in the US?The "best of the rest" China EV companiesRapid fireThe growing angst in China over lithium supply

In Episode 242 of China EVs & More, Tu Le and Lei Xing break down a pivotal week in the global EV industry — one defined by accelerating innovation, new partnerships, and intensifying competition across China, the U.S., and beyond.  XPeng reaches a major milestone with its first quarterly profit, joining NIO, Li Auto, and Leapmotor in demonstrating that China's EV startups can achieve profitability — even amid one of the most competitive markets in the world.Meanwhile, Rivian secures a $1.25 billion partnership with Uber, signaling a major push into the robotaxi ecosystem and raising questions about whether EV startups can remain viable without tapping into autonomy and mobility platforms.The hosts also dive into Xiaomi's refreshed SU7 launch, the growing wave of EV announcements ahead of the Beijing Auto Show, and how Chinese automakers continue to iterate products 2–3x faster than legacy competitors.Other key topics include:The rise of “physical AI” and next-generation autonomy platforms from XPengNVIDIA's expanding role in global AV ecosystemsThe future of robotaxis and whether margins will hold as competition growsThe coming battle for large electric SUVs in China and globallyHow Chinese EV technology is increasingly influencing global vehicle design and developmentWith Chinese OEMs scaling faster, launching more products, and expanding globally, Tu and Lei highlight a clear shift: the EV race is no longer about catching up — it's about survival and adaptation.

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” EV program, marking the company's first loss in its 70-year history. Porsche and Volkswagen Group also revealed dramatic profit declines as EV investments, tariffs, and China market pressures weigh heavily on legacy automakers.Meanwhile, China's EV sector continues to move at breakneck speed. NIO and Li Auto both reported earnings and ambitious 2026 growth targets, while a new wave of large luxury SUVs — from AITO, BYD, Xpeng, and others — intensifies competition in China's most profitable segments.The hosts analyze how China's relentless product cycles and rapid innovation are redefining the global automotive landscape, leaving Western automakers scrambling to catch up.Other key topics include:Why the Tesla Model 3 could face pressure from Xiaomi's refreshed SU7The coming explosion of large electric SUVs at the Beijing Auto ShowWhether Chinese EVs could soon challenge U.S. truck and SUV dominanceThe role of partnerships and acquisitions as Chinese and Western automakers increasingly collaborateHow Canada's new EV policy could open the door to Chinese brands in North AmericaFrom collapsing profits to accelerating innovation, this episode highlights a stark reality: the global EV race is no longer just about electrification — it's about technology speed, scale, and survival._______

China EV Update – Ambition oder Survival? Was gerade wirklich passiert

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.  NIO is on the verge of two historic achievements: its first profitable quarter and its 100 millionth battery swap. For a company that helped pioneer China's smart EV startup movement, the milestone represents both redemption and a new beginning.The hosts also unpack a series of industry-shaking developments:Rumors of potential Xiaomi–Ford and Geely–Ford collaborationsCanada's evolving EV policy and the implications for Chinese automakers entering North AmericaThe ongoing EV price war in China and how it's reshaping the global auto marketTu and Lei explain why Chinese automakers are rapidly becoming global competitors — not just through vehicle exports, but through technology partnerships, battery supply chains, and software ecosystems.The conversation also highlights the next wave of EV competition: affordable electric vehicles. Rivian's highly anticipated R2 SUV, Ford's upcoming EV platform, and the Chevrolet Equinox EV could become critical in determining whether U.S. automakers can compete against Chinese EV makers in the next decade.The episode concludes with a look at China's fast-changing regulatory environment — from new vehicle safety rules to battery technology innovation — and why the Beijing Auto Show could reveal the next major shift in the EV industry.From battery swapping and profitability milestones to geopolitical trade dynamics and the future of affordable EVs, this episode captures a moment when the global auto industry is rapidly transforming.

NIO drops Q4 2025 earnings tomorrow. Potentially the first quarterly profit in eleven years.Tonight — four stories from today that, when you put them together, tell you exactly where this company stands heading into tomorrow.WHAT WE COVER:— CATL posts 42% profit growth and $10.4B net income: what it means for the broader EV ecosystem and NIO specifically— NIO's smart driving crosses 200M kilometers in a single month for the first time — up 81.5% after the NWM world model update— Users spending 50%+ of drive time on NIO's autonomous system up 210% month over month: behavioral change, not just a feature bump— Lamborghini abandons pure EV — and why the ET9 selling out at $112K is the real answer to that story— CYVN Holdings: the Abu Dhabi sovereign fund invested in both NIO and McLaren — and what that thread could mean long term— China's highway charging infrastructure crosses 98% coverage: the range anxiety argument is officially over— Full earnings setup and what to watch when numbers drop tomorrowEarnings reaction drops tomorrow morning.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO smart driving,NIO NWM, NIO ET9, CATL earnings, CYVN Holdings, McLaren EV,Lamborghini EV, Chinese EV stocks, EV investing 2026, NIO analysis,Courtside Financial, EV podcast, NIO March 2026, China EV infrastructure

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 discussion begins with a major shift: European and global automakers are increasingly adopting Chinese EV platforms, batteries, and autonomous driving technology. Stellantis is now exploring LeapMotor technology for Europe, Ford is integrating Chinese battery tech into its upcoming affordable EV, and even German brands are leaning heavily on China to stay competitive.Tu and Lei argue that “China for China” has evolved into “win in China to win globally.” German automakers remain deeply dependent on China for growth, while American automakers face a different challenge: how to remain competitive as Chinese innovation accelerates.The episode also dives deep into the global autonomous vehicle race. Waymo continues scaling robotaxi operations across multiple cities, while Baidu, Pony.ai, and WeRide expand internationally and rapidly accumulate real-world autonomous miles. Meanwhile, new players like Wayve are emerging as potential challengers in the autonomy software space.The hosts explore whether Tesla's robotaxi ambitions can disrupt the existing ecosystem — and why platform players like Uber could ultimately become the dominant intermediaries in autonomous mobility.Finally, Tu and Lei reflect on the future of robotics, automation, and autonomous logistics — from robotaxis to autonomous snowplows, delivery robots, railcars, and even wheelchairs — raising an important question: will autonomy create abundance or major labor disruption?This episode captures a pivotal moment in the EV and autonomy revolution, where the competition is no longer about powertrains — it's about technology ecosystems, speed of innovation, and global scale.

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.  January sales numbers from China reveal a complex picture. Xiaomi's YU7 SUV surged to become the best-selling vehicle in China across all powertrains, while Tesla's domestic demand appears to be weakening as more vehicles produced in Shanghai are exported overseas.Tu and Lei analyze what this means for Tesla's strategy in China and why export growth can mask softness in the world's largest EV market.The discussion also explores the ongoing EV price war in China, where ultra-low financing offers and aggressive discounting are putting pressure on automakers' margins and long-term profitability. As the hosts explain, China's EV market has entered a new phase where companies must fight not just for growth — but for survival.The episode then shifts to the future of EV technology and battery innovation. With BYD continuing to push fast-charging infrastructure and next-generation batteries, the hosts debate whether ultra-fast charging could eventually make battery swapping less relevant outside China.Finally, Tu and Lei turn to the North American EV market. With Rivian's highly anticipated R2 SUV, Ford's upcoming affordable EV platform, and Tesla's continued dominance with the Model Y, the next few years may determine whether U.S. automakers can remain competitive as Chinese EV manufacturers expand globally.From battery innovation and pricing wars to global expansion strategies, this episode offers a clear look at how China EV Inc. continues to reshape the global auto industry.

Back after two and a half weeks of work travel, the flu, and swapping my Alfa Romeo Stelvio for a Volvo C40 EV. Life happened — but NIO didn't slow down.In this episode, Obi breaks down everything that dropped between February 24 and March 1, 2026: product launches, chip news, infrastructure milestones, a major European partnership, and the February delivery numbers.WHAT WE COVER:— ES9 flagship SUV: April reveal, late May pricing, June 1 deliveries— Onvo L80: two-hour launch event in April, deliveries mid-May— ES8 chip shortage #2 — audio chip this time, NIO's workaround explained— NIO's chip unit (Shenji NX9031) raises over $290M, valued near $1.4B— Spring Festival battery swap records: 2M+ services, 177K swaps in a single day— NIO x Bosch strategic deal signed during German Chancellor Merz's China visit— February deliveries: 20,797 total — NIO brand up 65.8% year-over-year— ES8 hits 70,000 cumulative deliveries— March 10 earnings: NIO's first quarterly profit on the horizon?— 7-year auto loans extended + purchase tax subsidies explainedCourtside Financial covers business and tech with a focus on the EV space. Hosted by Obi. No fluff. No hype. Real analysis.Subscribe on Spotify, Apple Podcasts, or wherever you listen.NIO, NIO stock, EV investing, electric vehicles, Chinese EV, EV stocks 2026, NIO earnings, NIO deliveries, battery swap, Onvo, ES8, ES9, NIO chip, Bosch, China EV market, EV podcast, tech investing, Courtside Financial

In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China's economy, the global AI race, emerging markets, factor investing, and what the next phase of globalization could mean for U.S. investors. We explore how China's fiercely competitive domestic capitalism contrasts with common Western narratives, why AI could reshape professional services the way globalization reshaped manufacturing, and how investors should think about portfolio allocation in a shifting G2 world.This discussion covers China manufacturing dominance, Chinese EV competition, U.S. vs. China AI strategy, emerging markets investing, factor investing in inefficient markets, and how machine learning is changing quantitative portfolio management.Main topics coveredWhy U.S. investors misunderstand China's economic system and the role of competition inside its domestic marketHow China became the world's manufacturing powerhouse and what that means for tariffs and trade warsThe Chinese government's role as a venture-style capital allocator rather than a central plannerThe real estate reset in China and the shift toward technology, AI, and advanced manufacturingAI as the next wave of globalization and its impact on professional services and labor marketsWhether the U.S. vs. China AI competition is truly winner-take-allCapital expenditure intensity in the U.S. vs. capital efficiency and open-source innovation in ChinaU.S. exceptionalism, G2 geopolitics, and portfolio diversification beyond a U.S.-centric allocationWhy emerging markets ex-China may differ from China tech exposureThe case for separating China from emerging markets in asset allocationThe concept of China as an alpha reservoir due to retail-driven market inefficienciesWhy traditional value and factor strategies have struggled in the U.S. but still work in ChinaHow machine learning and AI are changing quantitative investing and factor constructionThe launch of CNQQ and accessing large-cap China technology exposureTimestamps00:00 China as the world's factory and the role of fierce internal competition01:02 Why U.S. investors misunderstand China's economy03:48 Is China capitalist despite the Communist Party label05:33 The government as a VC-style investor rather than central planner07:45 China EV competition and manufacturing dominance09:23 Tariffs, trade leverage, and manufacturing monopoly dynamics12:18 China's bear market and valuation opportunity13:59 The real estate reset and shift toward productive capital16:00 AI as the next wave of globalization18:01 Labor force participation and economic disruption from AI19:46 Jobs that may survive in an AI-dominated world22:00 Is U.S. vs. China AI a winner-take-all battle24:13 Chip restrictions and long-term innovation incentives26:54 Capital efficiency in China vs. heavy AI capex in the U.S.29:27 Rebalancing away from U.S.-centric portfolios31:18 The end of U.S. exceptionalism and the move toward a G2 world34:00 How endowments approach U.S., developed, and emerging markets36:35 CNQQ and accessing China large-cap technology40:45 China as the great alpha reservoir45:49 The future of factor investing in efficient vs. inefficient markets49:06 Machine learning, factor decay, and next-generation quant strategies55:17 Can AI replace active portfolio managersIf you enjoy deep conversations on global markets, AI investing, China technology, emerging markets, and quantitative strategies, make sure to subscribe to Excess Returns for more interviews with leading investors and thinkers.

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart CHINA'S NEV BOOM MEETS SPRING FESTIVAL CHARGING TEST https://evne.ws/3OLOVVc CHINA'S SMALL NEV SALES SLUMP AFTER TAX BREAK ENDS https://evne.ws/4s045Vu NIO SWAPS HIT 146,649 IN ONE DAY https://evne.ws/4kCv6vq CHINA TO FORCE PHYSICAL CAR CONTROLS FROM 2027 https://evne.ws/4tElWTm GEELY EYES GROWTH WITHOUT NEW FACTORIES https://evne.ws/4rRsuMD LI AUTO HELPS POLICE HIT FAKE CHARGER HUB https://evne.ws/4qLHL0t MERCEDES-BENZ TO RECALL 19,481 EVS IN CHINA https://evne.ws/3MPNVii XIAOMI YU7 TOPS CHINA SALES AS MODEL Y SLUMPS https://evne.ws/4tHQsM4 BYD PLOTS SEALION 06 DM-I UPGRADE FOR 2026 https://evne.ws/4aWapr2 FARLEY FLOATS CHINA-US AUTO JOINT VENTURE MODEL https://evne.ws/4c0XaGG

The League. Find someone in yours. Apply today. https://www.theleague.com/ Upwork: Post your job free at http://upwork.com and connect with top talent to grow your business. Harry's: Our listeners get the Harry's Plus Trial Set for only $10 at https://www.Harrys.com/ICED #Harryspod Shopify: Sign up for a $1 per month trial period at https://shopify.com/ich Follow and Subscribe to @DougDeMuro Email: GrahamNeedsHelp12@gmail.com with any potential business ideas you'd like us to be involved in / partner with you! Add us on Instagram: https://www.instagram.com/jlsselby https://www.instagram.com/gpstephan Apply for The Index Membership: https://entertheindex.com/ Official Clips Channel: https://www.youtube.com/channel/UCeBQ24VfikOriqSdKtomh0w For sponsorships or business inquiries reach out to: tmatsradio@gmail.com For Podcast Inquiries, please DM @icedcoffeehour on Instagram! Timestamps: 00:00:00 - Intro 00:01:15 - Worst car YouTuber with finances 00:03:29 - Frivolous car purchases 00:04:28 - Carrera GT cost per mile 00:07:10 - Car collection value growth 00:07:41 - Record auction prices 00:11:15 - Wild recent auctions 00:13:44 - Is vintage car interest fading? 00:14:38 - Future “holy grail” car 00:15:59 - Low-depreciation cars 00:19:02 - Sponsor - The League 00:20:02 - Advice for conservative buyers 00:21:24 - How hypercar leasing works 00:25:35 - Thoughts on 96-month car loans 00:26:25 - How much car you can afford 00:29:00 - China EV & battery progress 00:30:12 - Are Chinese EVs good? 00:31:43 - Importing Chinese EVs 00:32:50 - EV range issues 00:34:02 - EV pricing after silver boom 00:35:31 - Car market misconceptions 00:35:47 - Cars likely to rise in value 00:36:42 - Sponsor - Upwork 00:37:47 - Cars that got too expensive 00:46:30 - Cars you can drive for free 00:49:11 - Cars to avoid 00:50:59 - Best cars under $30K 00:53:36 - Biggest head-turners by price 00:56:47 - Reactions to the Countach 01:01:26 - Why Graham doesn't drive his Ford GT 01:02:24 - Thoughts on the new Ford GT 01:04:23 - Sponsor - Harry's Shaving 01:05:47 - Sponsor - Shopify 01:07:09 - Smiles-per-gallon cars 01:07:56 - Improving car brands 01:11:32 - Cars people want most right now 01:12:26 - Consistently disappointing brands 01:15:36 - Best budget brands 01:16:36 - Thoughts on Genesis 01:17:34 - Best new car tech 01:18:29 - Car feature subscriptions 01:23:11 - Must-have car features 01:24:41 - Cars & Bids update 01:26:17 - Income breakdown 01:29:27 - Current business involvement 01:32:07 - Still enjoying content creation? 01:37:57 - Daily routine 01:38:15 - Where he's investing 01:39:14 - Collection maintenance costs 01:41:15 - Improving Cars & Bids 01:43:50 - Advice for Cars & Bids bidders 01:46:22 - Surprising Cars & Bids sales 01:48:48 - Montana LLC tax drama 01:57:03 - Most irresponsible car YouTuber 02:09:47 - Rapid-fire questions 02:14:27 - Tier lists *Some of the links and other products that appear on this video are from companies which Graham Stephan will earn an affiliate commission or referral bonus. Graham Stephan is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 and robotaxi news: Tesla removing safety drivers in Austin, shifting FSD to a subscription model, and signaling potential approval in China and Europe; Waymo expanding into Miami; DiDi launching a new robotaxi platform in China; and large-scale robo-van ambitions from Mobileye–Volkswagen and Geely's Caocao Mobility. Together, these moves signal that autonomy is no longer experimental—it's scaling.Tu frames autonomy through four lenses: technology readiness, silicon and cloud stacks, regulatory approval, and societal impact, including job displacement and cost reduction through scale. While Tesla remains the benchmark, Chinese players like XPeng, Huawei, and Baidu are rapidly closing the gap—supported by a more permissive regulatory environment in China.The episode then pivots to a blunt assessment of the premium auto sector. Porsche's collapse to ~42,000 units in China, deep price cuts from BMW and Mercedes, and the stark comparison between Porsche's Macan EV and Xiaomi's YU7 highlight how “premium” is being redefined by software, features, and price—not heritage.Tu and Lei argue that the high-margin glory days for German luxury brands are over, not just in China but globally, as Chinese OEMs demonstrate faster iteration, lower costs, and mass-market appeal—especially to younger and female buyers. The discussion closes with battery swapping (BAAS), cold-weather EV realities, and whether Chinese automakers could realistically build trust and scale in North America.Strategic, candid, and forward-looking, this episode explains why autonomy and affordability—not badges—will define the next era of the auto industry.___

News and Updates: Wing and Walmart Expand Drone Delivery: Scaling to 150 more stores, reaching 40 million Americans by 2027. The coast-to-coast expansion targets major hubs like LA, Miami, and Houston starting January 15th. Wikipedia Celebrates 25 Years: Founded Jan 15, 2001, the volunteer-led encyclopedia now hosts 7 million English articles. Despite AI challenges, it remains a resilient, neutral global reference through adaptive enterprise partnerships. Meta Abandons the Metaverse: Meta laid off 1,500 Reality Labs staff and shuttered VR studios after losing $73 billion. The company is pivoting toward AI and successful Ray-Ban smart glasses. Second U.S. Sphere Coming to Maryland: A 6,000-seat "Sphere National Harbor" is planned for the DC area. The $200 million venue will feature immersive 4D tech and a massive wraparound LED screen. Canada Breaks with U.S. on Chinese EV Tariffs: PM Mark Carney slashed tariffs on Chinese EVs to 6.1% in exchange for lower canola duties. The deal aims for joint ventures to build cars in Canada.

Enjoy this special feed drop of our sister show, In This Economy?!If you're in the market for a new truck or car, you might face sticker shock!The average price for a new vehicle in the Canadian market is now more than $60,000, and used vehicle prices are on the rise, too. So what options are you left with if you're looking for a new ride but can't afford the inflated price tag? How do tariffs play into the list price? And how will Prime Minister Mark Carney's trade deal with China affect the EV market?Host Mike Eppel speaks to Barish Arkurek, VP Insights and intelligence for Autotader.ca, to discuss what consumers can expect. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart CANADA BREAKS RANKS WITH U.S. AND REMOVES 100% CHINA EV TARIFFS https://evne.ws/4a2WZcs FORD SLAMS OTTAWA'S CHINA EV TARIFF DEAL https://evne.ws/3LT6cuD GERMANY BETS €3BN ON EV BUYERS, NOT JUST MAKERS https://evne.ws/4qwXQYO PLUG-IN SALES GROW, BUT POLICY CONSISTENCY MATTERS https://evne.ws/4jIBuRm VW COMMERCIAL VANS RIDE ID. BUZZ ELECTRIC SURGE https://evne.ws/4jSIprw EVS TOP 2025 SAFETY RANKINGS ACROSS ALL SEGMENTS https://evne.ws/4qsYaYq HYUNDAI TESTS APPETITE FOR ELECTRIC FACTORY CAMPER https://evne.ws/4pHyo1p ILLINOIS ADDS FIVE IONNA EV CHARGING HUBS https://evne.ws/3ZjX1q9 VMAX TAKES AIM AT E-SCOOTER PREMIUM AND MASS MARKET https://evne.ws/3NxY82T FORD CHASES PIKES PEAK EV GLORY IN 2026 RETURN https://evne.ws/49J5g46

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—and why this moment could trigger a chain reaction across the U.S., Mexico, and global auto markets.  Canada's decision to allow up to 49,000 Chinese EVs at just 6.1% tariffs isn't about volume—it's about symbolism. Once the door opens, it rarely closes. The hosts explain why this move pressures the U.S. ahead of USMCA renegotiations, accelerates conversations around Chinese manufacturing in Canada, and raises the stakes for GM, Ford, and the German luxury brands already losing ground in China.The episode also breaks down 2025 China auto and NEV sales, showing a maturing but brutally competitive market where growth now comes from stealing share, not market expansion. With BYD, Geely, Chery, Leapmotor, and Huawei-backed brands targeting aggressive 2026 volumes, the pressure on legacy OEMs—especially BMW, Mercedes, Audi, and Porsche—has never been higher.Tu and Lei debate which Chinese OEMs are best positioned for Canada and eventually the U.S., why affordable EVs in the $30–40K range are the real battleground, and how price cuts of 10–25% by German brands reveal structural inefficiencies long masked by premium margins.Strategic, provocative, and deeply grounded in real data, this episode explains why North America just entered a new phase of the China EV story—and why the next 12–18 months may redefine the global auto industry.___

Canada has been lockstep with the U-S when it comes to trade policy with China for years.Last week, that changed. PM Mark Carney's new tariff deal with China will allow 49,000 Chinese EVs into the country every year for three years at a dramatically-slashed tariff of only 6.1 per cent—in exchange for a reduced tariff on canola seeds, lobster, crab and other agricultural products exported to China.It's a deal that's earning praise from the prairies but disdain in Ontario.Host Cristina Howorun sits down with Flavio Volpe, President of the Automotive Parts Manufacturing Association and one of the architects of CUSMA, to discuss the implications this deal could have on the EV market, the 90,000 jobs in the auto sector and tariff and trade negotiations with the States. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

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Prime Minister Mark Carney is leaving Beijing with an agreement for lower Chinese agricultural tariffs in exchange for a major carve-out from Canada's 100 per cent levy on Chinese EVs — leading Ontario Premier Doug Ford to blast the 'terrible' deal over fears it will 'tick off' the U.S. Manitoba Premier Wab Kinew, Unifor president Lana Payne and Conservative foreign affairs critic Michael Chong join Power & Politics to react.

Greg Brady talked about The major snowstorm Toronto got & Canada & China EV deal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rudyard Griffiths and Sean Speer discuss Prime Minister Carney's controversial trade deal with China, in which China lowers canola tariffs in exchange for Canada opening its market to Chinese EVs. They examine the political risks of this dramatic reversal from Canada's Indo-Pacific strategy, potential consequences for U.S. relations and CUSMA renegotiations, and concerns about deepening ties with an authoritarian regime. In the second half, they are joined by Stephen Staley to discuss The Hub's Fault Lines initiative to actively confront rising antisemitism and threats to Canadian pluralism. The Hub is Canada's fastest growing independent digital news outlet.   Subscribe to The Hub's podcast feed to get our best content when you are on the go: https://tinyurl.com/3a7zpd7e (Apple)  https://tinyurl.com/y8akmfn7 (Spotify) Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Amal Attar-Guzman - Producer and Editor   Rudyard Griffiths and Sean Speer - Hosts   To contact us, sign up for updates, and access transcripts email support@thehub.ca

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.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China's EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO's long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻

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 China's year-end “mad dash.” The numbers show a clear split: Xiaomi, XPeng, Leapmotor, Geely, and NIO accelerating, while BYD and Li Auto lose momentum and Tesla slips into negative growth territory in China.The hosts explain why Xiaomi's YU7 and SU7 have proven unusually resilient, how XPeng's AI-first strategy is paying off, and why Leapmotor and Geely are now knocking on the million-unit club—a threshold that even legacy premium brands have failed to reach in China.They also tackle the bigger strategic question facing Western automakers: Is it still worth competing in China? Tu and Lei argue that China remains irreplaceable as the world's largest single passenger-vehicle market—and that exporting from China, leveraging local tech partners, and embracing “China-for-China” design is no longer optional.The episode closes with a deep discussion on embodied AI, smart glasses, silicon strategy, and why companies like Xiaomi, XPeng, and Li Auto are no longer just carmakers—but ecosystem builders trying to define the future of mobility.Insightful, data-driven, and grounded in real market dynamics, this episode explains why 2026 may be the most decisive year yet for both Chinese EV leaders and global legacy automakers.___

BYD RECALLS 88K QIN PLUS DM-I, BATTERY FLAW EXPOSED https://evne.ws/4iBrJnz CHINA NEV BOOM HITS RECORD SALES SURGE IN NOV https://evne.ws/4pU1POx FAW MOVES TO TAKE LEAPMOTOR STAKE https://evne.ws/4pRVVNS FORD CEO PRAISES XIAOMI SU7, CALLS IT “APPLE OF CHINA” https://evne.ws/4pqhXaw SERES LANDIAN E5 PLUS UNVEILED, DOUBLES DOWN ON EV VALUE https://evne.ws/4awr0C0 BYD PICKUP EXPANDS, TARGETS SOUTH AMERICA 2026 https://evne.ws/4rFuBnq ROX MOTOR HITS 20K SUV MILESTONE, POWERS INTO MIDEAST https://evne.ws/445gJcg CHINA EVS UNLOCK FULL STEER-BY-WIRE REVOLUTION https://evne.ws/48Tgzr1 XIAOMI SU7 DOMINATES CHINA EV SATISFACTION RANKINGS https://evne.ws/3Mpe2Ms

China EVs & More is back with a special Thanksgiving episode — and the China auto world did not take the week off.

We are joined by guest Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers' Association. Tariffs, China EV's, and Canada's role in the EV race. What is the future of the Canadian auto sector? Join Us for The Loonie Hour Investor Series - with Ben Rabidoux, Live in Toronto on December 2nd, 2025! Get your tickets here! https://www.eventbrite.com/e/the-loonie-hour-investor-series-with-ben-rabidoux-dec-2nd-2025-tickets-1969989267931?aff=oddtdtcreator Pathways Alliance brings together six of Canada's largest oil sands companies working together to keep growing Canada's economy while providing the energy the world needs. Visit https://pathwaysalliance.ca/ to learn more!Start an investment portfolio that's built to perform with Neighbourhood Holdings. Visit https://www.neighbourhoodholdings.com/looniehour to learn more!Check out the Saretsky Group Real Estate Services: https://www.saretskygroup.com/

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.

This is the video every NIO investor needs to watch. While everyone's celebrating the comeback story, there's a clock ticking that nobody's talking about loudly enough.NIO has 70 days left to hit Q4 2025 profitability. CEO Li Bin has made this his personal performance evaluation and stated the target "MUST be achieved." But here's what's really at stake: NIO has lost over ¥120 billion ($16 billion) since founding, and at current burn rates, could run out of cash in 16 months without new financing.This isn't hype. This isn't FUD. This is the reality of where NIO stands right now.In this episode, I break down exactly what NIO needs to accomplish in the next 70 days:Why NIO must sell 150,000 vehicles in Q4 (1,600 per day) to hit profitabilityThe brutal margin problem: Q2 gross margins at 10% vs 16-17% targetLi Bin's "Three Musts": Sell more cars, ensure delivery capacity, deliver quality softwareHow ES8 production must scale to 15,000 units/month by DecemberThe GIC lawsuit timing: Singapore's sovereign wealth fund accusing NIO of inflated revenueWhy NIO raised $1.16 billion in September (their 3rd financing round in 2025)The 16-month cash runway if profitability isn't achievedInternal reforms: CBU system, cost cuts to four decimal places, personal KPIsThe Hard Numbers:¥120 billion in accumulated losses (≈$16 billion)¥10.4 billion lost in first half of 2025 alone¥27.2 billion cash reserves as of Q2 2025Q4 delivery target: 150,000 vehicles (vs 87,000 in Q3)Current gross margin: 10% (needs to reach 16-17%)September deliveries: 34,749 (vs 50,000/month target)I'm a NIO bull, but I'm not blind to the stakes. This video isn't about pumping hopium or spreading fear. It's about understanding what's ACTUALLY happening and what the next 70 days will determine for NIO's survival.Li Bin moved the profitability target from 2026 to Q4 2025 to force internal urgency and signal market confidence. He's personally overseeing supply chain management, cutting costs to four decimal places, and restructuring the entire organization. The question is: Will it be enough?Even if NIO hits Q4 profitability, the bigger test is sustainability. One profitable quarter doesn't prove you're viable long-term. Q1 2026 and beyond will show whether this is a real turnaround or just a temporary sprint under pressure.Xpeng proved turnarounds are possible (313,000 deliveries in first 3 quarters, up 217% YoY). But they also prove that being an early player doesn't guarantee survival.For the next 70 days, we're watching the same countdown: Can NIO execute on all fronts simultaneously? Sales, margins, production, quality, and investor confidence must ALL align. Miss any one, and the 16-month cash runway becomes 12, then 6, then game over.This is NIO's make-or-break moment. The clock is ticking.#NIOStock #ElectricVehicles #NIOProfitabilityNIO stock, NIO profitability, NIO stock analysis, Chinese EV stocks, NIO bankruptcy, electric vehicle stocks, NIO cash runway, Li Bin NIO, NIO Q4 earnings, NIO losses, NIO lawsuit, GIC lawsuit NIO, NIO financial crisis, EV stock crash, Chinese stocks, NIO deliveries, NIO ES8, Ledao L90, battery swap, NIO survival, EV market crash, stock market analysis, NIO bull case, NIO bear case, new energy vehicles, China EV, automotive industry crisis, EV investing, NIO 2025, stock analysisTAGS (500 Characters):

NIO just pulled off one of the most remarkable turnarounds in EV history. On February 9, 2025, they sold just 1,470 vehicles in a single week with the stock at historic lows. Fast forward 252 days, and they're hitting 10,000+ weekly sales across three brands. But is this comeback sustainable?In this episode of Courtside Financial, I break down exactly how NIO went from survival mode to profitability targets, including:The February crisis: 6 billion yuan Q1 losses and historic stock lowsHow the Ledao L90 delivered 21,626 units in just 2 months (record-breaking)The new ES8's insane demand: 150,000 test drives in 10 daysWhy pure EV sales grew 46.1% while extended-range vehicles slowed to 22.8%NIO's 3,533 battery swap stations and the infrastructure advantageInternal reforms: The CBU mechanism and performance accountabilityProduction challenges: Scaling to 15,000 ES8 units/month by DecemberQ4 2025 profitability targets and what needs to happenI'm a NIO bull, but I'm keeping it objective. This video covers the wins, the risks, and what the next 6 months will reveal about whether NIO can maintain profitable growth at scale.The company is entering a new phase: moving from survival to sustainable profitability. But profitability is just the beginning—not the finish line. Can NIO scale production, maintain service quality, and prove consistent profits? That's the real test ahead.Key Data Points Covered:Weekly sales trajectory: 1,470 → 10,000+ in 252 daysSeptember 2025: 30,000+ monthly deliveriesPure EV market growth vs. hybrid declineNIO's 60 billion yuan R&D investment payoffSupply chain advantages from battery partnershipsWhether you're invested in NIO stock, interested in the EV market, or just want to understand one of the wildest comebacks in automotive history, this breakdown gives you the full picture.#NIOStock #ElectricVehicles #EVNews #ChineseEVs #NIOAnalysisNIO stock, NIO stock analysis, NIO earnings, Chinese EV stocks, electric vehicle stocks, NIO ES8, Ledao L90, NIO Firefly, EV market analysis, pure electric vehicles, battery swap technology, NIO profitability, Chinese stock market, EV investing, NIO comeback, automotive industry, NIO deliveries, CATL battery, EV charging infrastructure, Li Bin, NIO vs Tesla, EV stock analysis, new energy vehicles, China EV market, NIO 2025, electric SUV, NIO brand strategy, EV investment, stock market analysis

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:

Tu and Lei unpack a pivotal week in global EVs — where Germany's giants stumble and China keeps charging ahead.

Wall Street staged a miraculous turnaround as Donald Trump reassured markets by talking down trade concerns with China. Broadcom soared, adding $150 billion in value on news of its OpenAI agreement, while quantum stocks rallied after JPMorgan’s latest tech investment push. Bank stocks also climbed ahead of an earnings bonanza, and Tesla gained on stronger China EV sales. In commodities, oil prices rose as the US and China moved to de-escalate trade tensions, while gold broke through $4,100 to a record high. Back home, the ASX is expected to rebound on Tuesday after recording its biggest single-day drop since September 2024. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart HYUNDAI TARGETS CHINA REBOUND WITH ELECSEO EV https://evne.ws/3VsM3wN HONDA WN7 ELECTRIC NAKED BIKE DEBUTS FOR EUROPE https://evne.ws/4nEZNQT STELLANTIS ORDERS STOP-DRIVE ON CITROËN MODELS https://evne.ws/4nfPYJA VOLKSWAGEN AND RIVIAN SOFTWARE DISPUTE MAY DELAY MODELS https://evne.ws/3IxwfWy NISSAN SUSPENDS 2026 ARIYA SALES IN U.S. https://evne.ws/4mq9rpF SCANIA SUPER PHEV POWERTRAIN LAUNCHED FOR BUSES https://evne.ws/4pvxxlB CHINA URGES EU TO DROP EV TARIFFS https://evne.ws/3IqfrRo SENATE CONFIRMS JONATHAN MORRISON TO LEAD NHTSA https://evne.ws/3IwNHue NEW JERSEY ANNOUNCES $20M ELECTRIC BUS AND CHARGING GRANTS https://evne.ws/4mrmUNU PANASONIC TO DELIVER SAMPLE SOLID-STATE CELLS 2027 https://evne.ws/41Z7MQK TESLA UPDATES SOFTWARE TO FIGHT PHANTOM DRAIN FROM SUMMON STANDBY  https://evne.ws/42zn7aD XPENG EVTOLS COLLIDE DURING AIRSHOW REHEARSAL https://evne.ws/42xMxFG

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:

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart CHINESE TO SEE MAJOR CONSOLIDATION BY 2030 https://evne.ws/45VMTbY XPENG LAUNCHES G7 SUV WITH ADVANCED L3 AUTONOMOUS TECHNOLOGY https://evne.ws/45Vkp1Y XPENG G7 SUV GETS QUICK 10,000 ORDERS AFTER LAUNCH https://evne.ws/4eFpbmE BYD DENZA B5 HYBRID SUV TARGETS UK'S PREMIUM OFF-ROAD MARKET https://evne.ws/4nwwrVB BYD REACHES MILLIONTH HAN DELIVERY, SHOWS ADVANCED EV TECHNOLOGIES https://evne.ws/4nzsa3T ANWA PRODUCES FIRST SOLID-STATE BATTERY SAMPLES WITH CHERY SUPPORT https://evne.ws/4evOB5O CHANGAN TO ESTABLISH EUROPE-BASED EV PRODUCTION BY 2030 https://evne.ws/3IwcJt2 XIAOMI PLANS GLOBAL EV SALES EXPANSION BY 2027 https://evne.ws/3GsIzGC XIAOMI EXPANDS APPLE COMPATIBILITY FOR YU7 ELECTRIC SUV https://evne.ws/45SJESp GWM TARGETS TOYOTA WITH 2025 HAVAL H6 PHEV IN AUSTRALIA https://evne.ws/44LLaEO

The SPX and NDX stalled their all-time high runs as most mega caps struggled to rally on the session. Tesla (TSLA) was the biggest laggard of the Mag 7 after CEO Elon Musk openly criticized President Trump's "big, beautiful bill." China EV companies like BYD Co. (BYDDY), XPeng (XPEV) and NIO Inc. (NIO) all posted strong vehicle sales that add pressure against Tesla. Apple (AAPL) shined in the Mag 7 as Monday's optimism continues. Alex Coffey takes a closer look at what's driving today's big market moves.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We have a great Round Up / Lowdown on Canadian specific topics.... You American's might wanna tune in tho!   Mass Integration on the rise in Que, Elbows up over Pokemon cards in a Coscto parking lot... guess where. Yep. Brampton   PP signalling with letter re Hola Muhola!   Meanwhile Danielle Smith starts out with long list for Carneyage to undo for Alberta.   Canada - The most European Non European country signals to the EU, meanwhile the EU wants to use their private capital to finance the war machine. You can't make this stuff up.   What about Alberta and the national CPP. And did the tariffs on China effect our 600 million dollar investment on China EV's from the CPP?   We go over the ICAIE report from late 2023 - The Growing Harms of Cross-Border Illicit Trade Vectors and Threat Convergence to Canada's National Security. If this doesn't get you thinking about our relationship with USA.....   The depopulation exemption on ostriches is still in play although it might end and all due to PCR testing.   Legit Climate change hysteria from MLA's in BC! And buckle up Canada - GFANZ is in play and USA is talking about it, in a Judicial Report. A sincere heads up from American oil rigs for Alberta to get their shit together quick   Value for Value. You Canadian News deconstruction with zero ads. Please donate! Thanks for watching and listening. https://eh-list.ca/ Support the show directly: https://grimericacbd.com/ CBD and THC Tinctures and Gummies! https://grimerica.ca/support-2/ http://Grimerica.ca/shrooms and Micro Dosing The Eh-List YouTube Channel: https://youtube.com/@theeh-list?si=d_ThkEYAK6UG_hGX Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel:  https://www.youtube.com/@adultbrainaudiobookpublishing/videos Support and extra content http://www.grimericaoutlawed.ca/support. Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com www.grimerica.ca/Shrooms  and Micro-Dosing Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3 Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com    Links to the stuff we chatted about: https://www.ourgreaterdestiny.ca/p/icaie-report-colossal-scale-of-international?utm_source=post-email-title&publication_id=832740&post_id=159156905&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://lawyerlisa.substack.com/p/eu-plan-to-use-europeans-private?utm_source=post-email-title&publication_id=1287362&post_id=159342647&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://x.com/ryangerritsen/status/1901634358730973274 https://x.com/Ab51_Project/status/1901750010079060063 https://x.com/AnnRolle_/status/1901017931057623156 https://x.com/chrisdacey/status/1901595877942174100 https://x.com/FoodProfessor/status/1901436700670234704 https://x.com/cbcwatcher/status/1901353901141508126 https://x.com/Bob31685906/status/1901307197092737056   Darren's links: https://www.theepochtimes.com/opinion/quebec-is-replacing-multiculturalism-with-integration-english-canada-should-do-the-same-5823509?utm_source=OP_article_paid&src_src=OP_article_paid&utm_campaign=opinion-2025-03-19-ca&src_cmp=opinion-2025-03-19-ca&utm_medium=email&est=KsP4djGXC2jVUacDJOoMv7sk9QQWwcwin4XOeq3RN%2Ba7ash1%2FVgsX%2BR0P1ZhNwR6 https://x.com/sarbrajskahlon/status/1900594893065703658/photo/1 https://x.com/abdaniellesmith/status/1900672150530650457?s=43 https://x.com/cnm5000/status/1901295018201223573/photo/1 https://bcrising.ca/save-our-ostriches/ https://x.com/tablesalt13/status/1901317991783973313?s=43 https://x.com/thevivafrei/status/1902115262582632766/video/1