Podcasts about Geely

Chinese multinational automotive manufacturing company

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Latest podcast episodes about Geely

Motoring Podcast - News Show
Part of a part - 13 January 2026

Motoring Podcast - News Show

Play Episode Listen Later Jan 14, 2026 52:36


FOLLOW UP: UK GOVERNMENT MULLS DRIVING SAFETY CHANGESThe UK Government first mentioned it was looking at some of the rules relating to road safety, back in the summer of 2025, but now has published its Road Safety Strategy which gives more information on proposals aimed at making our roads safer. Aspects being covered at young and elderly drivers, giving councils more powers to change speed limits, technology that is fitted to cars and more. To read this story, click the Autocar article link here. If you wish to visit the Government's page with a link to the strategy and the five consultations, click this link here.FOLLOW UP: GEELY TAKES ZEEKR OFF THE STOCK MARKETAs discussed a few months ago, Geely has taken Zeekr back to being a private company and off the stock market. To read more, click this electrive article link here.FOllow up: jlr cyberattack hit payroll infoDuring the cyberattack on JLR's systems, information from payroll was accessed. The company has warned staff to be careful of potential phishing and fraud. Click this article link from The Register, to read more.DECEMBER AND 2025 NEW CAR REGISTRATION FIGURES2025 saw registrations creep over 2 million for the first time since 2019. Battery electric vehicles made another solid gain in December, but it was not enough on its own to get to the Government's mandated level for the year. SMMT made it clear that the discounts the industry is funding cannot continue, especially when the financial pressures are mounting and the introduction of taxes aimed specifically at EV owners could cause some buyers to look elsewhere. If you want to read more, click this SMMT article link here.GMA LOSES A CEO BUT GAINS £90M INVESTMENTGordan Murray Automotive's (GMA) CEO, Phil Lee, has left the company. However, Halo Cars Group has invested £90 million and had two of their officers added to the board. The company said the money will help them push forward with the model plans they have. Click this EVO article link here, for more.FORD FORCED TO TAKE A FINANCIAL HITOutside of the EU, Ford is changing plans when it comes to EVs. They are taking a £14.5 billion hit, as a result. The company says this is a “customer-driven change” but equally, the changes in policy by the US Government has had a big impact on the adoption of EVs. To read more, click this Autocar article link here.MERCEDES FINANCE SERVICES MAKES A BIG LOSSMercedes-Benz Financial Services UK made a loss of £365 million, in 2025. The main reason is setting aside £424 million to their finance mis-selling compensation fund. You can find out more, by clicking this Business Matters Magazine article link here.TESLA...

Car Stuff Podcast
Jeep 4Xe is Dead, Zeekr Test Drive, The Real Power Grid Problem

Car Stuff Podcast

Play Episode Listen Later Jan 13, 2026 56:30


Jill is back in the co-host seat this week for a topic-packed episode. Tom opens the show asking if $61,000 seems like a lot for a Hyundai—any Hyundai. The hosts discuss the Korean maker's luxury/value equation, and note that Tom's test car, a 2026 Palisade Calligraphy Hybrid is, without question, a luxury vehicle. Listen in for more of the conversation. Tom goes on to share his frustration with Stellantis for killing all of Jeep's “4Xe” plug-in hybrids, along with the Chrysler Pacifica Hybrid. Listen in for some crankiness. Still in the first segment, Jill details her CES Chinese-car adventure. Jill was able to take short drives in a number of luxury electric Zeekr models (a division of Volvo's parent company Geely) and came away very impressed. Her quick takes on these vehicles are worth a listen. Are these premium EVs coming to the U.S? here's the scoop. In the second segment, Jill and Tom are joined by friend of show and sustainability expert Robert Collangelo. Robert addresses the fallacy that EVs are a threat to the U.S. electric grid, and details the real power-consumption challenges that lay ahead for the country. It's a great conversation you don't want to miss. In the last segment Jill is subjected to Tom's “Is it a Dodge?” quiz. 

Autoline Daily - Video
AD #4210 - GM Says EVs Still the End Game; BYD and Geely Overtake VW in China; Robots Help Boost Hyundai's Value

Autoline Daily - Video

Play Episode Listen Later Jan 13, 2026 9:09


- GM Says EVs Still the End Game - GM Moving Into New Headquarters - BYD and Geely Overtake VW in China - Robots Help Boost Hyundai's Market Cap - President Trump Visiting Detroit - Renault Reveals New Geely-Based SUV - NEVs Drive Sales Growth in China - Ferrari Patents Predictive Active Aero

Autoline Daily
AD #4210 - GM Says EVs Still the End Game; BYD and Geely Overtake VW in China; Robots Help Boost Hyundai's Value

Autoline Daily

Play Episode Listen Later Jan 13, 2026 8:54 Transcription Available


- GM Says EVs Still the End Game - GM Moving Into New Headquarters - BYD and Geely Overtake VW in China - Robots Help Boost Hyundai's Market Cap - President Trump Visiting Detroit - Renault Reveals New Geely-Based SUV - NEVs Drive Sales Growth in China - Ferrari Patents Predictive Active Aero

Turn Down for Watt
Donut Labs Today, Zeekr Tomorrow: The EV Shift No One Sees Coming!

Turn Down for Watt

Play Episode Listen Later Jan 13, 2026 69:00


On today's Turn Down For Watt Podcast, we dive into the controversy surrounding the Donut Labs battery and ask the big question everyone is debating: Is it truly solid-state, or is it overhyped marketing bordering on a scam? We break down what solid-state really means, how it compares to current lithium-ion tech from CATL, BYD, and Tesla, and why battery terminology matters more than ever.We also unpack Ford's announcement that autonomy will arrive with its affordable universal EV platform in 2027, while examining the very real struggles Ford and the broader industry have faced with EV profitability. GM isn't alone in this pain, reporting a $1.7 billion EV loss last quarter and announcing another $6 billion write-off, while Jeep quietly canceled two plug-in models.At CES, one of the most under-the-radar stories came from Geely, the parent company of Zeekr, Volvo, Polestar, and Lynk & Co. With models like the Zeekr Z, 001, and 7X, plus their “Golden Brick” ultra-fast charging battery, we explore what it would mean if Zeekr begins U.S. production in South Carolina within 24–36 months—and how far behind U.S. automakers may be if current pullbacks continue.

China EVs & More
Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative

China EVs & More

Play Episode Listen Later Jan 13, 2026 48:28 Transcription Available


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 why CES is no longer about cars, but about who controls the software, silicon, sensors, and robots that will define the next decade of mobility. From Geely and Great Wall's growing U.S. ambitions, to Hyundai's robot-only keynote, to Ford's quiet but meaningful autonomy reset, the hosts connect dots that most headlines missed.Tu and Lei also break down the Geely “coming to the U.S.” scoop, Rivian-style AI days spreading to legacy OEMs, and why Western automakers are increasingly borrowing from China's playbook—from ADAS and silicon strategy to embodied AI and robotics.The episode closes with a deep dive into autonomy's three tracks (L2++, consumer L3/L4, and robotaxis), the growing importance of LiDAR scale, and why Donut Labs' solid-state battery and in-wheel motor reveal could become a true industry disruptor—if it scales.Fast, candid, and packed with on-the-ground context, this episode explains why CES 2026 marked a turning point—and why the race is no longer just EVs vs ICE, but ecosystems vs incumbents.___

El Garaje Hermético de Máximo Sant
Agenda 2030: La gran mentira sobre la salvación del motor de combustión

El Garaje Hermético de Máximo Sant

Play Episode Listen Later Jan 13, 2026 22:14


En el podcast de hoy en Garaje Hermético, destapamos la realidad detrás de los titulares triunfalistas del pasado mes de diciembre. Muchos medios generalistas, y algunos políticos, han celebrado una supuesta "moratoria" o reculada de la Unión Europea respecto a la prohibición de los motores de combustión interna para el año 2035. Nos dicen que el motor térmico se ha salvado, que Alemania ha ganado el pulso y que podremos seguir comprando coches de gasolina. La realidad es mucho más cínica y preocupante: nos han vuelto a engañar. Lo que se ha aprobado no es una rectificación, sino una trampa burocrática que en la práctica no cambia nada para el ciudadano medio. Motores de combustión... solo para una élite La llamada "Enmienda Ferrari" o "Excepción Alemana" abre una ventana legal para matricular coches con motor térmico a partir de 2035, pero bajo condiciones draconianas y económicamente inviables para la mayoría. La condición sine qua non es que estos motores utilicen exclusivamente combustibles sintéticos, los llamados e-fuels o biocombustibles neutros en carbono. El problema radica en el precio y la disponibilidad. Actualmente, producir un litro de e-fuel cuesta muchísimo más que refinar gasolina fósil, lo que situaría el precio en el surtidor entre 5 y 7 euros por litro. ¿Quién podrá mantener un coche utilitario con esos costes? Nadie. Esta medida está diseñada para que quienes tengan un Ferrari o un Porsche en el garaje puedan seguir usándolo, convirtiendo la combustión en un lujo accesible solo para grandes cuentas corrientes. El colapso de la industria europea y el auge de China Mientras el debate público se centra en los e-fuels, la realidad industrial nos pasa por encima. Europa forzó a sus fabricantes (Renault, Stellantis, VW) a una transición eléctrica a marchas forzadas, encareciendo enormemente sus costes de producción. Al mismo tiempo, abrió las puertas de par en par a China, que sí sabe fabricar eléctricos baratos. La ironía es trágica: cuando las marcas europeas por fin tienen sus eléctricos listos, llegan gigantes chinos como BYD, MG o Geely con productos atractivos y un 30% más baratos. Desmontando mitos: Noruega y la infraestructura Continuamos desmontando el mantra del "Ejemplo Noruego". Comparar Noruega con España es absurdo. Noruega ha financiado su transición verde vendiendo petróleo y gas al resto del mundo, acumulando un fondo soberano trillonario que les permite subvencionar masivamente la compra de eléctricos y freír a impuestos al térmico. En España, con una renta per cápita muy inferior, se nos pide comprar coches de 40.000 euros con sueldos mileuristas. A esto se suma el fracaso de la infraestructura de carga. En España, la instalación de puntos de carga es lentísima debido a la burocracia. A finales de 2025, miles de cargadores instalados seguían sin funcionamiento por falta de permisos. Euro 7 y la "Greenflation" Analizamos también el impacto de la normativa Euro 7. Aunque se dice que se ha suavizado en emisiones, ha trasladado la complejidad y el coste a los periféricos. Para cumplir con las emisiones en arranque en frío, se plantearon soluciones como los Catalizadores Calentados Eléctricamente (E-Cats), que consumen tanta energía que obligan a implantar sistemas de 48 voltios, encareciendo la fabricación. Además, la Euro 7 introduce regulaciones sobre el polvo de frenos y neumáticos. El resultado será coches más caros por sistemas de frenado complejos (o la vuelta a los frenos de tambor traseros) y neumáticos específicos de baja abrasión que, curiosamente, suelen tener menos agarre en mojado. ¿Sacrificamos seguridad por burocracia? El "Efecto Habana" y los cementerios de eléctricos Ante este panorama, el usuario se rebela pasivamente, provocando el "Efecto Habana". Con un precio medio de coche nuevo superando los 28.000 euros, la gente se niega a cambiar de coche y opta por reconstruir coches fiables de entre 2015 y 2018, como los diésel Euro 6. Se está creando una "resistencia" de conductores que prefieren invertir en su vehículo antiguo antes que endeudarse por un microhíbrido tricilíndrico de 1.0 litros. Finalmente, destapamos el fenómeno de los "cementerios de eléctricos". Miles de coches eléctricos nuevos se acumulan en campas portuarias en Europa y China sin venderse. Es el "Channel Stuffing": los fabricantes matriculan coches a sus propios concesionarios para reportar cifras de ventas y cumplir cuotas de CO2. Estos coches se pudren al sol, degradando sus baterías antes de hacer un solo kilómetro. Cuidado con los "Km 0" eléctricos con descuentos sospechosos. En resumen, la moratoria de 2035 es un salvavidas de plomo. Nos han vendido un futuro verde, pero nos entregan un presente gris, caro y "Made in China". La imposición del coche eléctrico y el fin del coche particular para la mayoría siguen siendo el objetivo real.

EV News Daily - Electric Car Podcast
CHINA: BYD Overtakes Tesla, Geely's Galaxy MPV and NIO's Millionth Vehicle| 08 Jan 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jan 10, 2026 17:30


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 BYD OVERTAKES TESLA IN EUROPE'S TOP EV MARKETS https://evne.ws/4aPoE1A GEELY GALAXY V900 MPV PRE-SALES OPEN, TARGETING BYD DENZA D9 https://evne.ws/4jrdZfA NIO BUILDS ITS MILLIONTH ELECTRIC CAR https://evne.ws/45vUkFu MORGAN STANLEY EXPECTS CATL CELLS TO HAVE DEGRADE THE LEAST https://evne.ws/4q5mdfX LI AUTO REORGANSIES FOLLOWING TOUGH 2025 https://evne.ws/3YYDSKf WESTERN CARMAKERS DEFY CHINA'S REQUESTS TO COOL PRICE WAR https://evne.ws/3Yt73Fa ONE-PEDAL DRIVING IS PUT ON NOTICE https://evne.ws/3LpIK7Z DREAME'S FIRST CAR CHASES HYPERCAR NUMBERS https://evne.ws/3N7uNwa

WSJ What’s News
Can a Chinese Car Company Make It in America?

WSJ What’s News

Play Episode Listen Later Jan 8, 2026 12:41


P.M. Edition for Jan. 8. Geely, one of China's biggest automakers, expects to announce plans about a U.S. expansion within the next three years. But WSJ autos reporter Ryan Felton says it would run up against political opposition and other challenges. Plus, the Trump administration defends the ICE officer who yesterday shot 37-year-old Renee Nicole Good. We hear from Journal national affairs reporter Joe Barrett about the protests on the ground in Minneapolis. And Iran's internet is almost completely shut down amid widespread protests. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gareth Jones On Speed
Gareth Jones On Speed #536 for 08 Jan 2026

Gareth Jones On Speed

Play Episode Listen Later Jan 8, 2026 44:01


#536 The Future Ahead. We look forward to what's in store in 2026 on the road from the new wave of Chinese car brands. Also: F1 and Le Mans get new teams. Plus: the On Speed FutureScope on humanoid robotics and variable compression ratios.

Quick Charge
Tesla tanks in Europe, Geely eyes the US, and CES 2026 kicks off in Las Vegas

Quick Charge

Play Episode Listen Later Jan 6, 2026


On today's all-consuming episode of Quick Charge, we've got some quick takes from the 2026 Consumer Electronics Show! One of the largest tech and mobility trade shows on the planet, CES has already seen advanced AI, a drone you can ride, advanced AI, and more! We've also got an all-new SUV from the Sony/Honda partnership, Afeela, sales numbers from Chevy, Genesis, and Lucid, and even an "extended range RV" backed by the home power experts at Anker. You can find out more in the source links, below, then let us know what you think in the comments. Featured image via CES. Source Links Best of CES 2026: All of the weird, wild, and wonderful reveals from the biggest show in tech Honda and Sony will deliver their first EV in 2026, but this SUV may be an even bigger hit Nvidia unveils open-source AI for autonomous driving, ships in Mercedes-Benz CLA in Q1 2026 Check out the LEO JetBike – a personal propeller-free eVTOL that anyone can fly Anker-backed RV startup thinks you'll love their “extended-range” camper Chinese auto giant Geely to announce entry into US EV market within 2-3 years Tesla's full 2025 data from Europe is in, and it is a total bloodbath GM sold more than twice as many EVs in the US as Ford in 2025 Genesis outsold Infiniti in the US in 2025, now it's closing in on Lincoln and Acura Lucid (LCID) beats the odds after Q4 production surges more than 100% Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are supposed to be recorded several times per week (most weeks, anyway). We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Autoline Daily - Video
AD #4205 - Hyundai Will Deploy Robots in Plants; Mercedes Competes with Tesla FSD; EV Growth Expected to Slow This Year

Autoline Daily - Video

Play Episode Listen Later Jan 6, 2026 8:44


- Hyundai Will Deploy Robots At Its Plants - Mercedes Competes with Tesla FSD - Honda and Sony Reveal New SUV - EV Growth Expected to Slow - Lucid, Uber and Nuro Show Production Robotaxi - Ram Brings Back Powerful Truck - Ram Gives Customers Diesel Power Wagon - Geely to Enter U.S. Market

Autoline Daily
AD #4205 - Hyundai Will Deploy Robots in Plants; Mercedes Competes with Tesla FSD; EV Growth Expected to Slow This Year

Autoline Daily

Play Episode Listen Later Jan 6, 2026 8:29 Transcription Available


- Hyundai Will Deploy Robots At Its Plants - Mercedes Competes with Tesla FSD - Honda and Sony Reveal New SUV - EV Growth Expected to Slow - Lucid, Uber and Nuro Show Production Robotaxi - Ram Brings Back Powerful Truck - Ram Gives Customers Diesel Power Wagon - Geely to Enter U.S. Market

Autoline Daily - Video
AD #4204 - BYD Passes Tesla in EV Sales; UAW Reinstates Two Officials Targeted by Fain; AFEELA Enters Pre-Production in Ohio

Autoline Daily - Video

Play Episode Listen Later Jan 5, 2026 9:40


- UAW Reinstates Two Officials Targeted by Fain - BMW Spins Alpina Into Standalone Brand - AFEELA Enters Pre-Production in Ohio - Honda Extends Production Shutdown in China - U.S. 2025 Car Sales Up Despite Volatile Market - BYD Passes Tesla in EV Sales - Mobileye Partners with Major U.S. Automaker - Bosch and Kodiak Team Up on Self-Driving Trucks

Autoline Daily
AD #4204 - BYD Passes Tesla in EV Sales; UAW Reinstates Two Officials Targeted by Fain; AFEELA Enters Pre-Production in Ohio

Autoline Daily

Play Episode Listen Later Jan 5, 2026 9:24 Transcription Available


- UAW Reinstates Two Officials Targeted by Fain - BMW Spins Alpina Into Standalone Brand - AFEELA Enters Pre-Production in Ohio - Honda Extends Production Shutdown in China - U.S. 2025 Car Sales Up Despite Volatile Market - BYD Passes Tesla in EV Sales - Mobileye Partners with Major U.S. Automaker - Bosch and Kodiak Team Up on Self-Driving Trucks

China EVs & More
Episode #231 - 2025 In Review

China EVs & More

Play Episode Listen Later Dec 29, 2025 77:27 Transcription Available


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.⸻

China EVs & More
Episode #229 - Who's Rising, Who's Falling, and Why China Still Matters Most

China EVs & More

Play Episode Listen Later Dec 29, 2025 40:23 Transcription Available


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.___

Radio Russian Emirates
20251223-1 - Geely отзывает более 5,5 тысячи автомобилей в ОАЭ & Новогодняя ночь с Тимати на острове The Palm Jumeirah в Дубае

Radio Russian Emirates

Play Episode Listen Later Dec 23, 2025 2:38


Новости на радио «Русские Эмираты» в Дубае:- Китайский автопроизводитель Geely отзывает 5 584 седана Emgrand в Объединенных Арабских Эмиратах из-за дефекта крышки топливного бака, который может привести к образованию вакуума и повреждению топливной системы.- Жители и гости Дубая смогут встретить Новый 2026 год по-настоящему стильно – на открытой террасе нового пятизвездочного отеля Mileo The Palm на острове The Palm Jumeirah.

My week in cars
Bonus: Autocar Meets... Lotus design director Russell Carr

My week in cars

Play Episode Listen Later Dec 20, 2025 19:54


In this week's bonus episode of the Autocar podcast, Autocar Meets Russell Carr, design director at Lotus.Talking at an event in London to Autocar's editor-at-large Matt Prior, the pair discuss lightweight design in an electric age, what's going on at Hethel, and how Lotus fits into a multinational company like Geely.The regular My Week In Cars podcast will also be with you throughout Christmas. If you subscribe to the feed you'll never miss one. And if you could review and share we'd appreciate it more than you know. Hosted on Acast. See acast.com/privacy for more information.

Alles auf Aktien
Gewinner der Verbrenner-Kehrtwende und so viel Netto gibt's 2026

Alles auf Aktien

Play Episode Listen Later Dec 15, 2025 17:42


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Broadcom-Abwärtsstrudel, China-Euphorie bei Nvidia und ein Kursfeuerwerk in der Hanf-Branche. Außerdem geht es um Oracle, AMD, ASML, Amazon, Alphabet, Microsoft, Siemens Energy, TSMC, Alibaba, Lululemon, Adidas, Puma, Hensoldt, Rheinmetall, Renk, Tilray Brands, Canopy Growth, SNDL, Porsche, VW, Mercedes, BMW, Suzuki, Geely, BYD, Xiaomi, Tesla, iShares Core MSCI World ETF (WKN: A0RPWH) und Amundi All Country World ETF (WKN: LYX00C). Karstens Artikel zum Netto-Effekt findet ihr hier: https://www.welt.de/wirtschaft/plus693d3cd64e06e0d53ab670f4/steuern-2026-familien-jubeln-singles-zahlen-drauf-das-bleibt-den-deutschen-vom-brutto.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Autoline Daily - Video
AD #4198 - Rivian Rolls Out Impressive AV Tech Stack; Ford JV With SK On Is Off; Renault Kills Off Car Sharing Service

Autoline Daily - Video

Play Episode Listen Later Dec 12, 2025 9:50


- Rivian Rolls Out Impressive AV Tech Stack - Ford JV With SK On Is Off - Renault Kills Off Car Sharing Service - Daimler Truck Launches “Semi Public” Charging Network - Mercedes Shows Off Sustainability Efforts - Ford Aims to Close Global Pickup Gap with Toyota - Geely Prototype Features 90-Degree Steering - Autoline RFQ Webinar Today!

Autoline Daily
AD #4198 - Rivian Rolls Out Impressive AV Tech Stack; Ford JV With SK On Is Off; Renault Kills Off Car Sharing Service

Autoline Daily

Play Episode Listen Later Dec 12, 2025 9:35 Transcription Available


- Rivian Rolls Out Impressive AV Tech Stack - Ford JV With SK On Is Off - Renault Kills Off Car Sharing Service - Daimler Truck Launches “Semi Public” Charging Network - Mercedes Shows Off Sustainability Efforts - Ford Aims to Close Global Pickup Gap with Toyota - Geely Prototype Features 90-Degree Steering - Autoline RFQ Webinar Today!

EV News Daily - Electric Car Podcast
CHINA: November NEV Sales Show Fresh Monthly Records

EV News Daily - Electric Car Podcast

Play Episode Listen Later Dec 3, 2025 17:22


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 BYD KEEPS LEAD AS CHINA NEV SALES HIT NEW RECORDS IN NOVEMBER https://evne.ws/4peTBR7 #1 – BYD https://evne.ws/4rFNYgr #2 – SAIC https://evne.ws/4rFNYgr #3 - GEELY https://evne.ws/4rFNYgr #4 – CHANGAN https://evne.ws/4rFNYgr #5 - CHERY https://evne.ws/4rFNYgr #6 - HIMA https://evne.ws/4rFNYgr #7 - LEAPMOTOR HITS 500,000 SALES EARLY AS REVENUE DOUBLES https://evne.ws/4rFNYgr #8 - ZEEKR GROUP SETS FRESH NOVEMBER DELIVERY RECORD https://evne.ws/3XvrYac #9 - GWM OVERSEAS EV SALES HIT NEW MONTHLY HIGH https://evne.ws/49MBJbj #10 - XIAOMI EV HOLDS ABOVE 40,000 MONTHLY DELIVERIES https://evne.ws/440iCXI NIO NOVEMBER EV DELIVERIES SURGE AS Q4 RECORD LOOMS https://evne.ws/4pCrz1E LI AUTO DOUBLES DOWN ON FLAGSHIP BEV SUV AS ORDERS SURGE https://evne.ws/3KC475F VOYAH SURGES PAST 20,000 MONTHLY EV SALES https://evne.ws/4p7CgcC GEELY GALAXY M9 SURVIVES 18,000 KM EURASIAN TORTURE TEST https://evne.ws/3Y0S6d5

Market Makers
#292| O PLANO CHINÊS PARA DOMINAR O MERCADO GLOBAL DE CARROS

Market Makers

Play Episode Listen Later Dec 3, 2025 126:08


GARANTA O SEU CARTÃO BTG COM IOF ZERO EM COMPRAS INTERNACIONAIS: https://conteudo.btgpactual.com/iof-zero?utm_channel=parceiros&utm_medium=partners&utm_source=market-makers&utm_campaign=PAR_AWN_BUBANK_iof-zero-speech-mmks_202509&utm_content=qr-code&utm_term=20250909Acesse a plataforma da Binance aqui: https://www.binance.com/pt-BR/wealthA China mudou a indústria automotiva mundial — e quase ninguém percebeu a profundidade dessa transformação. Neste episódio, investigamos como os carros chineses, as montadoras da China e o modelo industrial chinês estão redefinindo o futuro dos automóveis, dos carros elétricos (EVs) à mobilidade global.Falamos sobre o plano da China para dominar o mercado de carros, o impacto das gigantes como BYD, Geely, Chery, SAIC e Great Wall, e por que a indústria automotiva chinesa cresceu até se tornar a maior do mundo. Exploramos como a China usou o carro elétrico e a tecnologia de baterias para conquistar mercados, como os subsídios e a capacidade industrial chinesa criaram uma vantagem imbatível e como o Partido Comunista Chinês orienta a estratégia nacional para vencer a guerra global dos carros.Também discutimos o futuro dos carros — do jeito chinês: software embarcado, IA automotiva, direção autônoma, baterias avançadas, carros conectados e o impacto da China no Brasil e em outros mercados emergentes. Se você quer entender o que está por trás da ascensão dos carros chineses e para onde a indústria está indo, este é o episódio definitivo.Prepare-se para descobrir a verdade sobre o mercado automotivo chinês — o lado sombrio, o lado brilhante e o plano que está moldando o futuro da mobilidade mundial.

Courtside Financial Podcast
NIO Battery Swap Alliance Delayed: Is CATL Taking Over

Courtside Financial Podcast

Play Episode Listen Later Nov 12, 2025 17:17


NIO announced battery swap partnerships with 8 major automakers between November 2023 and September 2024: Changan, Geely, Chery, JAC, Lotus, GAC, FAW, and Jiyue. William Li compared it to Amazon Web Services, promising to build the world's largest battery swap ecosystem with unified standards and shared infrastructure.But as of November 2025, production vehicles from the battery swap alliance have been significantly delayed. Chery's Exeed models were expected in Q3 2025 and haven't arrived yet, though testing has been confirmed at NIO swap stations. Meanwhile, CATL announced their Choco-Swap ecosystem with nearly 100 partners and aggressive expansion goals: 1,000 stations by end of 2025, 10,000 mid-term, and 30,000 stations long-term. NIO currently operates 3,562 stations after building since 2018.In March 2025, NIO and CATL signed a strategic partnership where CATL would invest up to 2.5 billion yuan in NIO Power and integrate Choco-Swap technology into future Firefly models. But in April 2025, Reuters reported CATL was in talks to acquire a controlling stake in NIO Power, valued at over 10 billion yuan. William Li denied the rumors in a WeChat group, but NIO's official statement only confirmed they're working with multiple investors including CATL.Then in November 2025, William Li said Firefly will NOT integrate with CATL's battery swap network, contradicting the March partnership announcement. Li explained that CATL uses air-cooled battery packs targeting ride-hailing markets, while Firefly uses liquid-cooled packs for better safety and temperature performance.This episode breaks down what's causing the battery swap alliance delays, why automakers haven't launched compatible vehicles on schedule, and whether CATL is positioning to dominate battery swapping alongside or in competition with NIO. We cover the standardization challenges, the BaaS pricing dilemmas, the stratification of cooperation levels between alliance members, and CATL's open platform approach that's attracting more partners.GAC Aion just launched the first mainstream passenger car using CATL's Choco-Swap technology in November 2025. CATL plans to expand internationally to Europe, directly competing with NIO in overseas markets. With CATL controlling 44.3% of China's battery market share and having deeper capital resources, this analysis explores whether the partnership could evolve into competition.For NIO bulls and EV investors, this is the objective analysis of where the battery swap alliance stands today, what the delays mean, and how CATL's parallel ecosystem changes the competitive landscape.

EV News Daily - Electric Car Podcast
BRIEFLY: BMW iX4, Geely EX2, Tesla Rentals & more | 11 Nov 2025

EV News Daily - Electric Car Podcast

Play Episode Listen Later Nov 11, 2025 4:16


It's EV News Briefly for Tuesday 11 November 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily BMW IX4: COUPE-ROOF EV FROM IX3 https://evne.ws/3JWHqsy GEELY EX2 CONFIRMED FOR UK 2026 https://evne.ws/47xvKFO MG HITS 100,000 UK BEV DELIVERIES https://evne.ws/4hR5VUy TESLA LAUNCHES UP TO SEVEN-DAY RENTAL PROGRAM https://evne.ws/4ponpKP TESLA SEMI PRODUCTION PUSHED TO 2026 https://evne.ws/4hZpMkM TESLA CHINA SALES DROP TO 26,000 https://evne.ws/4qYKdlY WAYMO BEGINS ON-ROAD TESTS WITH IONIQ 5 https://evne.ws/486WMnw BYD TARGETS UP TO 1.6 MILLION OVERSEAS SALES https://evne.ws/3WLD8aq CITROËN Ë‑C5 AIRCROSS LONG RANGE LAUNCH https://evne.ws/47Kam0h NISSAN TESTS ELECTRIC JUKE AHEAD OF LAUNCH https://evne.ws/49eGE4u EUROPE PROBES REMOTE-CONTROL RISK OF CHINESE BUSES https://evne.ws/4hSXyI9

EV News Daily - Electric Car Podcast
DAILY: BMW iX4, Geely EX2 Goes Global and Tesla Launch Rentals | 11 Nov 2025

EV News Daily - Electric Car Podcast

Play Episode Listen Later Nov 11, 2025 23:11


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 BMW IX4: COUPE-ROOF EV FROM IX3 https://evne.ws/3JWHqsy GEELY EX2 CONFIRMED FOR UK 2026 https://evne.ws/47xvKFO MG HITS 100,000 UK BEV DELIVERIES https://evne.ws/4hR5VUy TESLA LAUNCHES UP TO SEVEN-DAY RENTAL PROGRAM https://evne.ws/4ponpKP TESLA SEMI PRODUCTION PUSHED TO 2026 https://evne.ws/4hZpMkM TESLA CHINA SALES DROP TO 26,000 https://evne.ws/4qYKdlY WAYMO BEGINS ON-ROAD TESTS WITH IONIQ 5 https://evne.ws/486WMnw BYD TARGETS UP TO 1.6 MILLION OVERSEAS SALES https://evne.ws/3WLD8aq CITROËN Ë‑C5 AIRCROSS LONG RANGE LAUNCH https://evne.ws/47Kam0h NISSAN TESTS ELECTRIC JUKE AHEAD OF LAUNCH https://evne.ws/49eGE4u EUROPE PROBES REMOTE-CONTROL RISK OF CHINESE BUSES https://evne.ws/4hSXyI9

Trends Podcast
Trends Beleggen Podcast #236: Chinese autobouwers - Aandelen: Melexis & Nestlé

Trends Podcast

Play Episode Listen Later Nov 5, 2025 22:41


Europese autobouwers voelen al jaren de hete adem van hun Chinese concurrenten in hun nek. Die winnen almaar marktaandeel in Europa. Danny Reweghs overloopt de drie voornaamste Chinese autobouwers. Daarnaast fileert hij de resultaten bij Melexis en de herstelkansen bij Nestlé. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie. De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst. Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen. Onafhankelijk, relevant, telkens constructief en toekomstgericht. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Autoline Daily - Video
AD #4171 - Samsung Partners with BMW On Solid-State Batteries; China Eases Export Restrictions on Chips; GM Restructures Software Development

Autoline Daily - Video

Play Episode Listen Later Nov 3, 2025 10:16


- GM Restructures Software Development - NextStar Won't Produce EV Batteries Anytime Soon - Samsung Partners with BMW On Solid-State Batteries - China Eases Export Restrictions on Chips - Renault To Build Geely Vehicles in Brazil - Renault In Talks with China OEMs To Jointly Build Cars - Geely Tops 300K Monthly Sales For 1st Time - Waymo Eyes Canada Expansion - Toyota Reveals Fuel Cell Powered Tacoma Concept

Autoline Daily
AD #4171 - Samsung Partners with BMW On Solid-State Batteries; China Eases Export Restrictions on Chips; GM Restructures Software Developmen

Autoline Daily

Play Episode Listen Later Nov 3, 2025 10:01 Transcription Available


- GM Restructures Software Development - NextStar Won't Produce EV Batteries Anytime Soon - Samsung Partners with BMW On Solid-State Batteries - China Eases Export Restrictions on Chips - Renault To Build Geely Vehicles in Brazil - Renault In Talks with China OEMs To Jointly Build Cars - Geely Tops 300K Monthly Sales For 1st Time - Waymo Eyes Canada Expansion - Toyota Reveals Fuel Cell Powered Tacoma Concept

China EVs & More
Episode #226 - Halloween Horror for EU Legacy Auto: BYD's Profit Drop, Porsche's Collapse, and China's EV Power Shift

China EVs & More

Play Episode Listen Later Nov 3, 2025 57:23 Transcription Available


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 profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality.Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercedes-Benz USA had to say about current challenging environment — plus takeaways from Ganesh Iyer of NIO USA. The hosts also discuss how Chinese tech players like Xiaomi and Geely are resetting global expectations, why CATL's battery dominance will continue for the next decade, and what the West must learn from China's hyper-competitive EV market.Chapters02:16 Halloween Reflections and Market Concerns05:04 Li Auto's Recall and Safety Issues08:00 Financial Performance of Major Automakers11:03 Competitive Landscape in the EV Market13:49 Restructuring of German Automakers16:46 Insights from the Reuters Conference19:59 Level 4 Autonomy and Future Trends30:03 The Evolution of Autonomy34:50 Mapping the Future of Autonomous Vehicles39:51 Marketing Strategies in a Multicultural Landscape44:31 Consumer Data Privacy and Trust54:08 The Future of Battery Technology_____Stay tuned for sharp analysis on involution, layoffs at GM, brand marketing shifts, and how the next generation of EVs from Mercedes, Hyundai, and NIO will shape 2026.Companies & Topics Discussed:BYD | Li Auto | CATL | Porsche | Mercedes-Benz | Volkswagen Group | Audi | BMW Group | Beijing Hyundai | NIO | Xiaomi | Geely | Luxeed | DJI | Momenta | FinDreams | Rivian | Lucid | Stellantis | Uber | Nvidia | GM | Honda | Apple | AESC | Gotion | Calb

El Garaje Hermético de Máximo Sant
El laberinto chino: Valoramos todas las marcas de coches chinas

El Garaje Hermético de Máximo Sant

Play Episode Listen Later Oct 26, 2025 22:08


¡Todo el mundo habla de las marcas chinas! Y pocos las conocen. Si te hablan de Audi, BMW, Mazda, Renault o Toyota, por citar solo algunas, más o menos, sabrías “de que van” y las conoces… ¿Y si te hablo de Aywais, BAIC, BYD, Jaecoo, Nio, Omoda o XPeng, por citar solo algunas? ¿Sabes algo de estás marcas? Es probable que no. Vamos a proporcionaros un mapa claro de este laberinto …para que no os perdáis. Este video lo hemos trabajado mucho todo el equipo… y es que para entender el fenómeno chino hay que olvidar ideas preconcebidas y hay que pensar en tres tipos de especies que conviven en un ecosistema feroz. Primero, los gigantes estatales como SAIC o Chery, mastodontes industriales que crecieron al amparo del gobierno y de sus alianzas con fabricantes occidentales. Segundo, los imperios privados como Geely o BYD, creados por empresarios visionarios, que son más ágiles y tienen una ambición global voraz. Y tercero y último, las startups tecnológicas como NIO o XPeng, nacidas en la era del software y con la vista puesta en destronar a Tesla. La estrategia del gobierno chino fue clara: dominar la tecnología de baterías mientras Europa debatía sobre plazos y normativas. El resultado es que han lanzado una ofensiva global con el coche eléctrico como punta de lanza. Su desembarco ya es una realidad: en España, su cuota de mercado en 2025 se acerca peligrosamente al 10 por ciento, casi el doble que en 2024 que fue del 4,2 por ciento... Ahora, conozcamos a algunos de los actores de esta historia con algunos ejemplos de sus productos con valoraciones. Y digo algunos… porque, a día de hoy, es casi imposible hacer un vídeo con todas las marcas chinas que existen. Creo que hemos hecho una buena selección con las más relevantes. CAPITULO 1: AIWAYS EL PIONERO CON DIFICULTADES. Aiways merece una mención por ser uno de los primeros en atreverse a desembarcar en Europa, allá por 2020. A pesar de tener un producto correcto, les ha faltado el músculo financiero y la capacidad de marketing para hacerse un hueco en el mercado. Abrieron el camino, pero corren el riesgo de ser arrollados por los gigantes que vienen detrás. CAPÍTULO 2: BAIC, EL GIGANTE A LA SOMBRA DE MERCEDES. BAIC es un coloso estatal, socio de Mercedes-Benz y Hyundai en China y uno de los mayores accionistas de la propia Mercedes. CAPÍTULO 3: BYD, EL GIGANTE DE LAS BATERÍAS. BYD siglas de "Build Your Dreams" infunde respeto Este gigante privado, que empezó fabricando baterías para móviles, es hoy el mayor productor de vehículos electrificados del mundo. CAPÍTULO 4. CHERY, EL EXPORTADOR REINVENTADO. Chery es un gigante estatal con un pasado complicado, manchado por acusaciones de copias de baja calidad. Pero han aprendido la lección. CAPÍTULO 5: GEELY GROUP, EL IMPERIO ESTRATÉGICO. Geely no es una marca. Ni tampoco una empresa… es un imperio. Este conglomerado privado, dirigido por el brillante estratega Li Shufu. Son dueños de Volvo, Polestar y Lotus, y socios al 50 por ciento de Mercedes-Benz en Smart. Esta jugada les da acceso a muy buena ingeniería y diseño, que luego aplican a sus propias marcas globales. CAPÍTULO 6: GREAT WALL MOTOR, EL ESPECIALISTA EN SUVs. GWM es otro gran fabricante privado, históricamente especializado en SUVs y pick-ups. Su ofensiva se basa en dos pilares. Por un lado, Ora, con coches eléctricos de diseño neoretro muy llamativos y por otro, Wey, su marca premium enfocada en híbridos enchufables de gran lujo. CAPÍTULO 7: NIO & XPENG, VANGUARDIA TECNOLÓGICA. Estas dos startups representan la cara más tecnológica de China. Para muchos son los coches chinos 2.0. No compiten por precio, sino por innovación y por ser la "alternativa a Tesla". CAPÍTULO 8: SAIC MOTOR Y EL FENÓMENO MG. SAIC es el mayor fabricante estatal de China, socio histórico de Volkswagen y General Motors. Compró los restos de la mítica marca británica MG. CAPÍTULO 9. XIAOMI, DE LA ELECTRÓNICA DE CONSUMO... … a los coches. Gigantes de la tecnología como Google o Apple han tenido malas experiencias intentando hacer coches. Pero en China, Xiaomi ha empezado con éxito. CAPÍTULO 10: LEAPMOTOR, SOCIO DE ESTELLANTIS. Stellantis adquirió en 2023 el 20 por ciento de la joven marca china.

Courtside Financial Podcast
NIO Battery Swap PROVEN as CATL 700 Stations - They Called Us CRAZY

Courtside Financial Podcast

Play Episode Listen Later Oct 23, 2025 8:40


CATL just announced they've surpassed 700 battery swap stations, and this changes EVERYTHING for the EV industry. After NIO spent 10 years building 3,500 stations while everyone called them crazy, the world's largest battery manufacturer is now validating the entire battery swap model.In this episode, I break down why CATL's founder Zeng Yuqun says battery costs dropping, rapid tech evolution, and energy storage capabilities make battery swap the future of high-frequency EV charging. We explore how battery swap stations work, why they're perfect for ride-hailing and delivery drivers, and how the growing alliance of automakers (GAC, Geely, Chery, BAIC, Changan, Hongqi) are building a recurring revenue ecosystem that could dominate the commercial EV market.Key Topics Covered:Why CATL is accelerating battery swap deployment after calling it "too expensive"How battery swap gives you continuous tech upgrades vs. being locked into old battery techThe economics of 3-minute swaps vs. 30-minute charging for commercial driversBattery swap stations as distributed energy storage infrastructureJD Auto's first model launching as battery swap with GAC and CATLThe three-tier future: battery swap, home charging, and public chargingWhy solid-state batteries will make this model even more dominantThis isn't just about NIO anymore—this is about understanding which infrastructure plays will define the next decade of EVs. Whether you're a NIO bull, invested in CATL, or just trying to understand where the EV market is heading, this breakdown gives you the business logic behind the battery swap revolution.NIO stock, CATL battery swap, NIO battery swap stations, EV stocks 2025, Chinese EV stocks, battery swap technology, NIO analysis, electric vehicle infrastructure, CATL news, NIO bull case, EV charging stations, battery swap vs charging, GAC Aion, Geely EV, solid state batteries, EV market analysis, NIO stock analysis, renewable energy stocks, EV investment, Chinese tech stocks, NIO 2025, battery technology, energy storage, ride hailing EVs, commercial EV fleet, EV business model, automotive industry analysisTAGS (500 Characters):

Courtside Financial Podcast
Why Did Mercedes Choose Qianli & ByteDance Over NIO?

Courtside Financial Podcast

Play Episode Listen Later Oct 19, 2025 13:04


Mercedes-Benz just made another massive investment in Chinese automotive technology - but once again, NIO is nowhere in the picture. After partnering with ByteDance last week, Mercedes has now acquired shares in Qianli Technology, a Geely-backed company that just filed for a Hong Kong IPO worth billions.In this episode, we break down the Qianli Technology IPO filing, analyze their $3.1 billion revenue structure, and explore why Mercedes is systematically investing in Chinese tech partners while avoiding NIO entirely. We'll cover Qianli's three AI-native solutions (intelligent driving, smart cockpits, and Robotaxi), their relationship with Geely, and what this means for the broader EV landscape.Key Topics Covered:Qianli Technology's Hong Kong IPO filing and financialsMercedes-Benz's 3% stake acquisition in September 2025Why Qianli is burning $400M+ annually on R&DThe genius behind Qianli: Yin Qi from Megvii (worth $1.4B)Geely's deep integration with Qianli (50% of procurement)Mercedes' desperate strategy in China (sales down 19% in Q2 2025)Why Mercedes chose ByteDance and Qianli over NIOWhat this pattern means for NIO's future strategyThe Chinese tech ecosystem's dominance in automotive AIThis is a continuation of our Mercedes-ByteDance discussion, examining the bigger pattern of legacy automakers buying their way into Chinese innovation. As always, we keep it objective, entertaining, and educational - whether you're a NIO bull or just interested in the EV market transformation.If you're invested in NIO, Mercedes, Chinese EVs, or the future of automotive technology, this analysis breaks down what's really happening behind the headlines.October 18th, 2025 | Courtside Financial Podcast#NIO #MercedesBenz #ChineseEVs #QianliTechnology #ElectricVehicles #AutomotiveNews #EVInvesting #GeelyCars #AutonomousDriving #AIinCarsNIO stock, Mercedes Benz China, Qianli Technology IPO, Chinese EV stocks, NIO vs Mercedes, Geely investment, electric vehicle news 2025, autonomous driving technology, smart cockpit systems, ByteDance automotive, NIO analysis, EV market analysis, Chinese automotive industry, Mercedes Benz sales decline, automotive AI technology, NIO bull case, EV investing, robotaxi solutions, intelligent driving systems, Yin Qi Megvii, luxury EV market, Chinese tech ecosystem, NIO partnership news, automotive innovationYouTube Tags (500 Characters):

Two Blokes Talking Electric Cars - The EV Podcast
091 - Geely EX5 a strong value option for EV ownership

Two Blokes Talking Electric Cars - The EV Podcast

Play Episode Listen Later Oct 12, 2025 42:55


We talk to a man who put his money down on a Zeerk 7X and just needs a test drive to lock it in - but what to do about home charging? Take the 7kW supplied or go all in? Andrew got in touch to tell us about his new Geely EX5 and the Two Blokes share their review of this affordable EV Plus, turning sceptics into owners, Trisha and her love for her MG4 Be part of the show, text or WhatsApp us thanks to Vodafone on 0477 657 657 - all thanks to Uniden and NRMA Insurance

Reportage International
Les voitures chinoises, grandes gagnantes des sanctions contre Moscou

Reportage International

Play Episode Listen Later Oct 9, 2025 2:50


En Russie, c'est l'une des conséquences des sanctions prises au lendemain de l'invasion de l'Ukraine : les ventes de véhicules chinois ont explosé. Elles ont été multipliées par sept depuis 2022 ! Et malgré un marché de l'automobile morose, une nouvelle domination est en train de s'installer. Depuis le début de l'année, plus d'une voiture neuve sur deux vendues en Russie est de marque chinoise. Sur un parking d'un centre commercial, Mikhail recharge à une borne électrique sa berline, une Hongqi achetée il y a trois ans. « C'est sûr que conduire une voiture allemande, c'est bien plus agréable, mais ça va, en termes de confort, de stabilité et de tenue de route, cette voiture fait bien l'affaire. Après, c'est vrai qu'en hiver la batterie se décharge très vite. Ça, c'est un problème. Mais en été ou à ce moment de l'année, tout est parfait », dit-il.  Pour se rendre compte du phénomène, il suffit de se connecter sur l'application de VTC, Yandex. Aux côtés des marques coréennes ou japonaises, de plus en plus de courses sont proposées à bord de véhicules chinois. Taalay est originaire du Kirghizistan et s'il a opté pour une voiture de la marque Geely, c'est avant tout pour son prix. Pour un véhicule chinois moyenne gamme, il faut compter en Russie 2 millions de roubles en moyenne, soit à peu près 20 000 euros. « Aujourd'hui, sur le marché, les voitures chinoises sont bien plus accessibles… Donc moi, c'est le rapport qualité/prix qui m'a décidé. Et puis avec les sanctions, ça ne sert plus à rien d'avoir une voiture européenne, parce que c'est très dur de trouver des pièces détachées. Au moins, avec les voitures chinoises, vous n'avez aucun problème ! », explique-t-il. Un marché conquis après le départ des marques européennes Malgré un contexte économique difficile pour l'automobile en Russie, les constructeurs chinois continuent à gagner des parts de marché. Depuis le début de l'année, 500 000 véhicules chinois ont été vendus en Russie, ce qui représente plus de la moitié des ventes de voitures neuves. Nicolaï Nazaikinskii est journaliste, expert en automobile. « L'une des principales raisons, c'est l'introduction des sanctions occidentales. Quand les Européens ont quitté la Russie, ils ont aussi abandonné leurs concessions. Et les Chinois n'ont eu qu'à les remplacer... Ils ont juste repris leurs concessions et mis leurs logos à la place », indique-t-il. Pour écouler leurs voitures en Russie, les marques chinoises peuvent compter sur des taxes moins élevées qu'en Europe et aux États-Unis, des délais de livraisons plus courts. Mais ils assemblent aussi désormais plus de voitures sur le sol russe. « Nous avons plusieurs usines de voitures chinoises en Russie. La marque Haval avait ici deux usines avant les sanctions, mais vous avez désormais Chery qui assemble ses voitures, et d'autres marques prévoient de faire pareil. En fait, tout est devenu beaucoup plus simple pour ces marques, parce que les infrastructures sont déjà là. Il leur suffit de venir assembler leurs voitures là où les Européens le faisaient auparavant. » Mais cet afflux de voitures chinoises n'est pas sans inquiéter le Kremlin. En janvier, Moscou a décidé de relever les « frais de recyclage », c'est-à-dire des droits de douane pour limiter l'entrée des véhicules étrangers et ainsi protéger les constructeurs russes.

Autoline Daily - Video
AD #4152 - Ford F-150 Hit by Fire at Aluminum Supplier; China Makes Solid State Battery Breakthrough; Tesla FSD 14 Handles Point-To-Point Delivery

Autoline Daily - Video

Play Episode Listen Later Oct 7, 2025 10:00


- Chinese Scientists Announce Solid State Battery Breakthrough - Ford F-150 Hit by Fire at Aluminum Supplier - Ford and GM Gang Up on Stellantis Over Tariffs - Tesla FSD 14 Handles Point-To-Point Delivery - Spain In Uproar Over 2,000 Chinese At CATL Plant - Germany To Extend EV Subsidies - Nissan Uses Renault Tech for SUV In India - Geely VTOL Ready for Manned Testing

Autoline Daily
AD #4152 - Ford F-150 Hit by Fire at Aluminum Supplier; China Makes Solid State Battery Breakthrough; Tesla FSD 14 Handles Point-To-Point De

Autoline Daily

Play Episode Listen Later Oct 7, 2025 9:47 Transcription Available


- Chinese Scientists Announce Solid State Battery Breakthrough - Ford F-150 Hit by Fire at Aluminum Supplier - Ford and GM Gang Up on Stellantis Over Tariffs - Tesla FSD 14 Handles Point-To-Point Delivery - Spain In Uproar Over 2,000 Chinese At CATL Plant - Germany To Extend EV Subsidies - Nissan Uses Renault Tech for SUV In India - Geely VTOL Ready for Manned Testing

El Garaje Hermético de Máximo Sant
Historia de los coches Volvo: De icono sueco a tesoro chino

El Garaje Hermético de Máximo Sant

Play Episode Listen Later Oct 5, 2025 19:46


Un miembro del canal me dijo: “Tanto hablar de Saab y se os olvida Volvo” ¡Y tenía toda la razón! Si a una persona, aficionada o no, le pronuncias “Volvo”, piensan en Suecia, en seguridad y, probablemente, en un coche familiar cuadrado y robusto. Esta es la historia de una marca que convirtió la seguridad en su religión pero también fabricó coupés deportivos y que acabó teniendo los ojos rasgados… ¿se puede hablar de “final feliz”? La historia de muchas marcas comienza en un taller de coches, pero la de Volvo no. En Gotemburgo, Suecia, esta erradicada la empresa SKF era uno de los mayores fabricantes del mundo de rodamientos. Y dos de sus empleados, el economista Assar Gabrielsson y el ingeniero Gustaf Larson, compartían una pasión: los automóviles. La leyenda cuenta que sellaron su acuerdo en una cena en agosto de 1924, en el restaurante Sturehof de Estocolmo, comiendo cigalas. El 14 de abril de 1927, el primer Volvo salió de la fábrica. Era el ÖV 4, apodado "Jakob", un descapotable con un motor de 4 cilindros y 28 CV. Como en toda buena historia, el debut tuvo un problemilla. Hablar de Volvo es hablar de seguridad con propuestas concretos. Otras marcas en los años 40 y 50 se centraban en la potencia las prestaciones, pero Volvo ya pensaba en cómo sobrevivir a un accidente. En 1944, su modelo PV444 ya introdujo una jaula de seguridad y el parabrisas de vidrio laminado. En los 50, experimentaron con salpicaderos acolchados. Pero el momento que cambió todo el mundo del automóvil, llegó en 1959. Volvo contrató al ingeniero Nils Bohlin, que antes había diseñado asientos eyectables para aviones de combate en Saab. Sabía cómo mantener a un humano atado y a salvo. En menos de un año, Bohlin desarrolló y patentó el cinturón de seguridad de tres puntos de anclaje. Y aquí es donde Volvo hizo algo impensable. Tenían la patente de uno de los mayores inventos en la historia del automóvil. Podrían haber intentados cubrirse de oro, pero no, la liberaron. Dejaron que cualquier fabricante del mundo la usara, gratis. Entendieron que era un avance demasiado importante para la vida humana como para guardárselo. ¿Y las carreras? En los 80, Volvo cogió su sedán 240, con la aerodinámica de una nevera, le metió un turbo descomunal y lo apodó "El Ladrillo Volador". Ganó el Campeonato Europeo de Turismos en 1985, humillando a BMW y Jaguar. Pero la locura definitiva llegó en 1994, en el Campeonato Británico de Turismos. A finales del siglo XX, los fabricantes independientes como Volvo lo tenían difícil. Tras un intento de fusión fallido con Renault, Volvo acabó buscando un socio más grande. En 1999, Ford compró la división de coches de Volvo por 6.450 millones de dólares. Volvo pasó a formar parte del Premier Automotive Group de Ford, junto a Jaguar, Land Rover y Aston Martin… Desde donde nadie lo esperaba, llegó una oferta. Venía de China. De un fabricante relativamente desconocido llamado Geely. El pánico se apoderó de Suecia. ¿Una empresa china comprando el símbolo de la ingeniería sueca? Muchos vaticinaron el fin de Volvo, como ya había sucedido con Saab, pensando que robarían su tecnología y la calidad caería en picado. Pero el fundador de Geely, Li Shufu, era un admirador profundo de Volvo. En 2010, la venta se completó por 1.800 millones de dólares. Y Li Shufu cumplió su palabra. Geely hizo lo más inteligente que podía hacer: puso una cantidad ingente de dinero sobre la mesa y se apartó. Le dieron a Volvo la financiación y la independencia casi total para investigar y desarrollar. Liberaron al tigre. El resultado fue el renacimiento de Volvo. Con la inversión china, los ingenieros suecos desarrollaron desde cero dos nuevas plataformas modulares, SPA y CMA. Contrataron a un nuevo jefe de diseño, Thomas Ingenlath, que revolucionó la estética de la marca con señas de identidad como los faros en forma de "Martillo de Thor". El primer fruto de esta nueva era, el XC90 de 2015, fue una declaración de intenciones: lujoso, tecnológico, minimalista y, por supuesto, el coche más seguro del mundo. Fue un éxito rotundo y marcó el camino para una gama que ha devuelto a Volvo a lo más alto del segmento premium, reforzando su identidad sueca y apostando ahora por la electrificación total con su submarca Polestar.

EV News Daily - Electric Car Podcast
Cupra Tindaya EREV, Geely EX5 For UK and VW Delays ID.Golf | 16 Sep 2025

EV News Daily - Electric Car Podcast

Play Episode Listen Later Sep 16, 2025 20:58


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 CUPRA TINDAYA IS VW'S ANSWER THE CHINESE RANGE EXTENDERS https://evne.ws/3KopUgD GEELY LAUNCHES EX5 ELECTRIC SUV IN UK https://evne.ws/4n4e0ae VW DELAYS ID. GOLF AND ID. ROC TO 2030 https://evne.ws/4pH14Jp TESLA BERLIN PLANT RAISES OUTPUT DESPITE SALES DROP https://evne.ws/3IdI1p2 ALL-ELECTRIC AUDI RS6 E-TRON FUTURE UNCLEAR https://evne.ws/3I32pJw HONG KONG PURSUES LOCAL EV ASSEMBLY BASE https://evne.ws/41RwmTA LUCID TO EXPAND IN ASIA, BUT NOT CHINA https://evne.ws/41UAceF EXTENDING AUSTRALIAN EV TAX EXEMPTION ADDS 1.5 MILLION TO ROADS https://evne.ws/3JXn5mR NISSAN AND CHARGESCAPE LAUNCH V2G PILOT https://evne.ws/464rMUm FORD'S MOVE TO LFP BATTERIES https://evne.ws/46ofcy6 TOYOTA UK PROFIT FALLS TO £462,000 https://evne.ws/4goz5K1 USED EV CREDIT WORTH $4,000 ENDING SOON https://evne.ws/4mfAZxS UK REQUIRES LOCK UPGRADES FOR CHINESE CARS https://evne.ws/3K58IN8

EV News Daily - Electric Car Podcast
EV News China: 15.5 Million EVs This Year, Updated Denza N9 and Geely's Galaxy Minivan

EV News Daily - Electric Car Podcast

Play Episode Listen Later Sep 16, 2025 23:25


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 TARGETS 15.5M NEV SALES IN 2025 https://evne.ws/48p8DOi 2026 DENZA N9 LAUNCH DETAILS https://evne.ws/47JUn2C GEELY GALAXY V900 EREV MINIVAN https://evne.ws/4nAxpQc HUAWEI AND BAIC INVEST IN STELATO https://evne.ws/4pG6cgT VOYAH DREAM MPV 2026 UPDATE https://evne.ws/4gmZEPK ZEEKR 7X: UPDATED RANGES, POWER, AND SPECS https://evne.ws/4pn48tN IM MOTORS LS6 LARGE FIVE-SEAT SUV https://evne.ws/4nAoT3F GAC OPENS EUROPEAN SPARE PARTS HUB https://evne.ws/46gHuul HONGQI UNVEILS EHS5 ELECTRIC SUV https://evne.ws/3Kl5TYi WEY GAOSHAN 7 MPV PRESALES START https://evne.ws/46qDsQk XIZANG NEV CHARGING REACHES 3.72 MILLION KWH https://evne.ws/4nBGVT7

EV News Daily - Electric Car Podcast
Briefly | 15 Sep 2025

EV News Daily - Electric Car Podcast

Play Episode Listen Later Sep 15, 2025 4:16


It's EV News Briefly for Monday 15 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily GLOBAL EV SALES RISE AUGUST 2025 https://evne.ws/4gpyec9 FORD'S FOCUS-SIZED RECOVERY PLAN https://evne.ws/4meLq4M EUROPEAN AUTOMAKERS SEEK 2035 FLEXIBILITY https://evne.ws/3Vi2snC TOYOTA BUILDS EV SUVS IN KENTUCKY https://evne.ws/4nvokI6 STELLANTIS CANCELS ELECTRIC RAM 1500 REV https://evne.ws/4nftZCk NISSAN MICRA LIVE EVENT SHOWCASES NEW SUPERMINI EV https://evne.ws/42g5jS7 GM REAFFIRMS EV-ONLY FUTURE, SLOWS TRANSITION https://evne.ws/42g5jS7 AMAZON TESTS GM BRIGHTDROP DELIVERY VANS https://evne.ws/42xweZr VOLVO CEO EXPECTS OTHER BRANDS TO FAIL https://evne.ws/46JM199 CHINA AUTO INDUSTRY THREAT TO GLOBAL MARKET https://evne.ws/3K1F6QR HYUNDAI-LG GEORGIA BATTERY PLANT STARTUP DELAY https://evne.ws/42qMDif SCOUT CEO ARGUES FOR DIRECT SALES STRATEGY https://evne.ws/3K1vNjS MAINE DISTRICTS FACE ELECTRIC SCHOOL BUS SERVICE ISSUES https://evne.ws/46kbFAN GLOBAL EV SALES RISE AUGUST 2025 Global electric vehicle sales reached 1.7 million in August, marking a 5% rise from July and 15% year-on-year, with BEVs and PHEVs contributing to a strong year-to-date total of 12.5 million—25% higher than 2024. Europe led growth, North America hit a record as buyers rushed to secure tax credits, and China saw robust, if moderating, expansion, while BYD cut its sales target but expects significant overseas volume. FORD'S FOCUS-SIZED RECOVERY PLAN Ford will launch a new mid-sized crossover in 2027, built in Valencia, Spain, reflecting a shift toward affordable EVs following Fiesta and Focus factory closures. The model will compete directly with the likes of Tiguan and Sportage at a mid-£30,000 price point—aiming to recover relevance with lower emissions and competitive pricing without expecting past market share highs. EUROPEAN AUTOMAKERS SEEK 2035 FLEXIBILITY European automotive leaders are calling for flexibility in the EU's 2035 ban on petrol and diesel cars, citing tougher global supply chains and increased reliance on Chinese battery suppliers. Automakers advocate for hybrids and transitional support beyond 2035, while member states like Italy and France push for exceptions, highlighting the division over the full fossil fuel phase-out deadline. TOYOTA BUILDS EV SUVS IN KENTUCKY Toyota will begin producing its first electric vehicles in the U.S. next year, including two three-row SUVs at its Georgetown, Kentucky site, part of a $1.3 billion investment focused on domestic EV growth. The move aims to serve rising American demand, add jobs, and advance Toyota toward carbon neutrality by 2050, while balancing hybrids, plug-ins, and full EVs. STELLANTIS CANCELS ELECTRIC RAM 1500 REV Ram has scrapped its planned all-electric 1500 REV pickup in favor of a plug-in hybrid model, citing weak demand for battery-only trucks and financial constraints at Stellantis. The new Ram REV, featuring a gasoline generator with over 690 miles of range, appeals to users needing greater towing and long-distance capability, while Stellantis refocuses on hybrids and profitable platforms. NISSAN MICRA LIVE EVENT SHOWCASES NEW SUPERMINI EV Nissan unveiled its fully electric sixth-generation MICRA in Rotterdam, built on the dedicated AmpR platform, offering two battery sizes, 198–260 miles WLTP range, and advanced handling and tech features. Starting at £21,495 in the UK with government support, deliveries begin January 2026 as MICRA leads Nissan's European EV lineup expansion. GM REAFFIRMS EV-ONLY FUTURE, SLOWS TRANSITION GM CEO Mary Barra reaffirmed the company's long-term goal of going all-electric by 2035, positioning it as a strategic "North Star". However, she acknowledged that the full transition may take decades due to industry complexity and evolving market and regulatory challenges. AMAZON TESTS GM BRIGHTDROP DELIVERY VANS Amazon has started testing GM's BrightDrop electric vans alongside its existing Rivian fleet, part of its strategy to deploy 100,000 electric delivery vehicles by 2030. The pilot comes as GM faces production slowdowns, offering a chance to boost BrightDrop's visibility and demand while Amazon diversifies its supplier base. VOLVO CEO EXPECTS OTHER BRANDS TO FAIL Volvo recently rehired former CEO Håkan Samuelsson, who affirmed the inevitability of electrification and predicted only a few Chinese brands will dominate globally in the next decade. He expects legacy automakers will struggle, with survival dependent on agility and partnership with advanced firms like Geely, as newcomers like Tesla and BYD reshape the market. CHINA AUTO INDUSTRY THREAT TO GLOBAL MARKET Industry experts at the Detroit Automotive News Congress warned that U.S. automakers are underestimating the competitive threat posed by Chinese brands, whose EV market share in China surged to 50%. Fierce home competition is fueling aggressive export plans, targeting Europe, Mexico, and North America, with cost and technology advantages challenging established automakers. HYUNDAI-LG GEORGIA BATTERY PLANT STARTUP DELAY Hyundai and LG's Georgia battery plant faces a two- to three-month startup delay after a major U.S. immigration raid detained hundreds of workers, most employed by LG suppliers. Hyundai will offset production impact by sourcing batteries from other facilities while both governments negotiate skilled labor solutions for future projects. SCOUT CEO ARGUES FOR DIRECT SALES STRATEGY Scout Motors CEO Scott Keogh stated the company will pursue direct sales, comparing traditional dealer model unfavorably to buying directly from Apple and advocating for a seamless brand experience. He dismissed dealers as a distraction, reinforcing direct-to-consumer as the company's strategic retail approach. MAINE DISTRICTS FACE ELECTRIC SCHOOL BUS SERVICE ISSUES Maine school districts have seen electric buses sidelined due to unresolved service issues, with manufacturer Lion Electric's bankruptcy halting repairs and parts, leaving districts stuck with non-functional vehicles under federal grant terms. The state faces mounting frustration, a federal lawsuit against Lion, and reliance on emergency replacement options while the EPA oversees the troubled program.

El Garaje Hermético de Máximo Sant
Lo peor y lo mejor de Salón de Automovil de Munich 2025: Tendencias del mercado

El Garaje Hermético de Máximo Sant

Play Episode Listen Later Sep 14, 2025 20:04


Múnich se convierte una vez al año en el epicentro de la automoción europea. Cierto que los salones ya no son lo que eran, pero este se ha convertido en un verdadero termómetro de la situación actual de la industria, especialmente de la europea. ¿Está Europa preparada para la avalancha eléctrica? ¿Puede hacer frente a la ofensiva que llega desde China? ¿Hay vida más allá del formato SUV? Os voy a contar lo que para mí ha sido lo peor, y también lo mejor, de Múnich 2025. La que de verdad ha marcado el pulso del salón, ha sido la masiva y poderosísima presencia de las marcas chinas. Ya no vienen a ver qué pasa: Vienen a conquistar a conquistar este mercado. Y llegan con productos de una calidad percibida altísima… luego veremos si real, con tecnología puntera y, sobre todo, con una agresividad comercial que asusta. Antes de entrar al detalle, hay que destacar algunas claves de Múnich 2025: Una: Que Europa acelera su paso hacia lo eléctrico. Dos: La realidad de una nueva competencia global que amenaza con cambiar las reglas del juego. Tres: Se ha recuperado en cierta manera la brillantez de antaño, pero… Cuatro: Se nota una sensación de ansiedad latente en los pasillos... la sensación no de que las cosas van a cambiar, sino de que ya están cambiando… y mucho no van a poder seguir el paso a ese cambio. LO PEOR DE MÚNICH 2025. En este apartado más que en coches, me voy a centra en tendencias. Porque en Múnich también hemos visto tendencias preocupantes, ausencias sonadas y algunas propuestas que nos han dejado, como mínimo, fríos. 1. La falta de noticias sobre combustión avanzada. El abandono casi total en la comunicación y en la innovación visible de estas tecnologías en el salón me parece preocupante. 2. La tiranía del SUV eléctrico. ¿Es lo que demanda el mercado? ¿O es lo que quieren vender las marcas? Sea cual sea la respuesta, lo cierto es que la falta de variedad empieza a ser alarmante. 3. La creciente brecha de precios. El salón ha confirmado que la tecnología eléctrica avanza a pasos agigantados, pero también que los precios no bajan al ritmo necesario. 4. La ausencia del Grupo Stellantis. Ausencia de un despliegue contundente por parte de Stellantis ha sido muy notoria. 5. Concept Cars poco arriesgados. Muchos de ellos eran simples modelos de pre-producción con llantas grandes, espejos pequeños, sin tiradores en las puertas y poco más. LO MEJOR DE MÚNICH 2025. He seleccionado propuestas que me han hecho creer que, a pesar de la incertidumbre, a pesar de los cambios, a pesar de los eléctricos y a pesar de la moda SUV, el futuro del automóvil puede ser emocionante. 1. Audi Concept C. Audi ha traído un concept que prefigura un futuro deportivo biplaza descapotable, un sucesor espiritual y de momento, solo eléctrico para los TT y R8. 2. Avatr VISION XPECTRA Concept. Seguimos soñado y este concept car que nos hace soñar. 3. BMW iX3 "Neue Klasse". BMW, en su casa, ha querido dar un puñetazo sobre la mesa con el iX3, el primer vehículo de su nueva arquitectura "Neue Klasse". 4. BYD Seal 6 DM-i Una de las grandes sorpresas del salón y un movimiento inteligentísimo de BYD. Mientras los europeos lo apuestan todo al eléctrico puro, presentan una berlina media con tecnología híbrida enchufable DM-i. 5. Cupra Raval. Aunque se ha mostrado camuflado, su silueta y los detalles que se aprecian confirman que será la versión más agresiva y enfocada al disfrute de la conducción. 6. Mercedes-Benz GLC Eléctrico. Si BMW ha querido mostrar su futuro, Mercedes ha enseñado un presente espectacular. 7. Polestar 5. Una marca de éxito del grupo Geely, propietario también de Volvo. Hemos podido ver su versión casi definitiva y es, simplemente, espectacular. 8. Renault Scenic E-Tech Electric. Tras el éxito de su R5 E-Tech, Renault quiere seguir demostrando que sabe hacer coches eléctricos para el gran público. 9. Skoda Epiq. Siguiendo la estela de sus primos del Grupo Volkswagen, el Skoda Epiq es la demostración del "Simply Clever" llevado a la era eléctrica. 10. Volkswagen ID. Polo. Volkswagen ha dado en el clavo mostrando las versiones de pre-producción de su futuro utilitario eléctrico y, sobre todo, recuperando denominaciones clásicas… Conclusión. En realidad, conclusiones. Una, todas las marcas parecen por fin esforzarse en hacer coches eléctricos con más personalidad y capacidad de seducción. Dos, las marcas chinas vienen para quedarse. Tres, casi todas arrinconan a los motores térmicos. Cuatro, sigue sin haber una categoría de coches eléctricos verdaderamente asequibles.

China EVs & More
Episode #220 - Zeekr 9X Frenzy, Chengdu Motor Show Highlights & China's EV Chip Wars

China EVs & More

Play Episode Listen Later Sep 5, 2025 52:05


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:

Autoline Daily - Video
AD #4128 - Audi Reveals Concept C and New Design Language; VW ID Models Adopt ICE Names; Xpeng CEO: Only 5 Chinese Automakers Will Survive

Autoline Daily - Video

Play Episode Listen Later Sep 3, 2025 10:17


- Audi Reveals Concept C and New Design Language - Porsche Stops Taking 718 Boxster and Cayman Orders - Volkswagen Cuts ID.4 Production in U.S. - VW ID Models Adopt ICE Names - U.S. Tariffs Cost Polestar $739 Million - Xpeng CEO Predicts Only 5 Chinese Automakers Will Survive - ZF Says Brake-By-Wire Gaining Popularity  - Daimler Fuel Cell Semis Complete 140K Mile Test - Toyota To Provide Fuel Cells for Tokyo Taxi Fleet  - Toyota To Build First EU BEV In Czech Republic

Autoline Daily
AD #4128 - Audi Reveals Concept C and New Design Language; VW ID Models Adopt ICE Names; Xpeng CEO: Only 5 Chinese Automakers Will Survive

Autoline Daily

Play Episode Listen Later Sep 3, 2025 10:01 Transcription Available


- Audi Reveals Concept C and New Design Language - Porsche Stops Taking 718 Boxster and Cayman Orders - Volkswagen Cuts ID.4 Production in U.S. - VW ID Models Adopt ICE Names - U.S. Tariffs Cost Polestar $739 Million - Xpeng CEO Predicts Only 5 Chinese Automakers Will Survive - ZF Says Brake-By-Wire Gaining Popularity  - Daimler Fuel Cell Semis Complete 140K Mile Test - Toyota To Provide Fuel Cells for Tokyo Taxi Fleet  - Toyota To Build First EU BEV In Czech Republic

China EVs & More
Episode #219 - NIO ES8 Shakes Up Pricing, Tesla Model Y L, Leapmotor & XPeng Breakout

China EVs & More

Play Episode Listen Later Aug 25, 2025 68:33


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 and pricing strategy to XPeng's surprising earnings and Leapmotor's raised sales forecasts, the conversation spans China's ultra-competitive EV market, Tesla's Model Y L update, and how foreign automakers like Ford, GM, Volkswagen, Audi, and Buick are fighting to stay relevant.The hosts also discuss battery swapping milestones, government price-cut scrutiny, global tariff shifts, and the EV retail channel wars (4S vs. D2C). To wrap, Tu shares his personal EV shopping experience in the U.S. (Cadillac Optiq, BMW i4, Chevy Blazer EV, Hyundai IONIQ 5).If you're tracking China's EV giants and their impact on the global auto market, this is a must-listen.Keywords:China EV market, NIO ES8 2025, Onvo L90, Tesla Model Y L China, Li Auto i8, XPeng P7, Leapmotor sales forecast, BYD Yangwang, Xiaomi SU7, Aito M8, Ford EV platform, CATL battery, Volkswagen XPeng partnership, Buick Electra, Audi E5 Sportback, AutoX robotaxi, Geely satellites, Tesla DeepSeek, EV price war China, battery swapping, NEV sales China, EV breakeven 2025Companies discussed:Chinese OEMs: NIO, Onvo, Li Auto, XPeng, Leapmotor, BYD (Yangwang, Denza, Fang Cheng Bao), Aito, Xiaomi Auto, Geely, Huawei (Momenta, Hesai)Global OEMs: Tesla, Ford, GM (Cadillac, Buick, Chevrolet), Volkswagen, Audi, Hyundai, BMW, Lucid, Rivian, Stellantis, Volvo, PolestarSuppliers & Partners: CATL, DeepSeek, Doubao, SpaceX/StarlinkChapters:00:00 Introduction to the EV Landscape01:52 NIO's ES8 Launch and Market Impact09:21 Pricing Strategies and Market Dynamics18:46 Legacy Automakers and Their Adaptation28:09 Future Trends in the EV Market36:04 Tech Upgrades and Market Trends37:47 Pricing Strategies and Market Positioning39:38 Brand Differentiation and Consumer Perception42:33 Competition in the EV Market47:55 Consumer Preferences and Brand Loyalty49:42 Localization and Market Adaptation51:12 Profitability and Production Strategies55:15 Sales Channels: D2C vs. Traditional Models57:58 Future of EVs and Consumer Expectations

Autoline Daily - Video
AD #4115 - Geely Catching Up to BYD; Lucid Gravity SUV Falls Flat; Tesla Sales Soar in Norway Despite Musk Bias

Autoline Daily - Video

Play Episode Listen Later Aug 14, 2025 9:55


- Tesla Sales Soar in Norway Despite Musk Bias - Geely Catching Up to BYD - VinFast Founder Pours More Money Into the Company - Lucid Gravity SUV Falls Flat - Pony.ai Racks Up Impressive Growth - Stellantis Nightmare as Dongfeng Heads to Italy - Chinese Fuel Cell Company Gets U.S. Order - Rimac Skeptical of 3,000 HP Yangwang

Autoline Daily
AD #4115 - Geely Catching Up to BYD; Lucid Gravity SUV Falls Flat; Tesla Sales Soar in Norway Despite Musk Bias

Autoline Daily

Play Episode Listen Later Aug 14, 2025 9:40 Transcription Available


- Tesla Sales Soar in Norway Despite Musk Bias - Geely Catching Up to BYD - VinFast Founder Pours More Money Into the Company - Lucid Gravity SUV Falls Flat - Pony.ai Racks Up Impressive Growth - Stellantis Nightmare as Dongfeng Heads to Italy - Chinese Fuel Cell Company Gets U.S. Order - Rimac Skeptical of 3,000 HP Yangwang

Autoline Daily - Video
AD #4113 - Ford Reveals Model T of EVs; U.S. Does 180 on EV Chargers; GM Jumps Back Into AVs

Autoline Daily - Video

Play Episode Listen Later Aug 12, 2025 11:30


- U.S. Does 180 on EV Chargers - GM Jumps Back Into AVs - Bosch Teams with VW's CARIAD - CATL Slashes EV Battery Repair Costs - Renault to Use Geely Platform - VinFast Pivots Away From U.S. and EU - Volvo Takes Axe to U.S. Lineup - Ford Reveals Model T of EVs