Podcasts about li auto

- Trump Officially Proposes Fuel Economy Rollback - OEMs Need to Plan for Fuel Economy Fluctuations - Trump Wants Kei Cars in the U.S. - VW Could Get EU Tariff Relief - UBTECH Ramping Up Humanoid Robot Production - World's 1st Large 1-Piece Low-Pressure Casting - New Smart Glasses Integrate with Car - Webasto Simplifies EV Thermal Management

- Trump Officially Proposes Fuel Economy Rollback - OEMs Need to Plan for Fuel Economy Fluctuations - Trump Wants Kei Cars in the U.S. - VW Could Get EU Tariff Relief - UBTECH Ramping Up Humanoid Robot Production - World's 1st Large 1-Piece Low-Pressure Casting - New Smart Glasses Integrate with Car - Webasto Simplifies EV Thermal Management

NIO reported November 2025 deliveries of 36,275 vehicles on December 1, 2025, representing the company's second-highest monthly total on record behind October's 40,397 units. This marks a 76.31 percent increase year-over-year but a 10.20 percent decline month-over-month. With Q4 delivery guidance of 120,000 to 125,000 vehicles, this episode analyzes whether NIO can still achieve its first quarterly profit in Q4 2025.Breaking down November deliveries by brand reveals divergent trends. The NIO main brand delivered 18,393 vehicles, up 18.72 percent year-over-year and up 7.29 percent month-over-month, marking four consecutive months of growth driven by strong ES8 demand. Onvo delivered 11,794 vehicles, up 132.07 percent year-over-year but down 31.99 percent from October's 17,343 units. Firefly achieved a record 6,088 deliveries, up 2.98 percent month-over-month, representing the third consecutive month of record-breaking performance.The sharp decline in Onvo deliveries reflects the impact of phased-out vehicle trade-in subsidies across multiple Chinese provinces and cities. NIO founder William Li stated during a November 26 media briefing that the abrupt withdrawal of trade-in subsidies significantly impacted the market in ways the industry hadn't anticipated, leading to a sharp decline in new orders across the sector. Li noted all models except the NIO ES8, Firefly, and upcoming ET9 have been affected by these policy changes.With October and November combined deliveries of 76,672 vehicles, NIO needs to deliver between 43,328 and 48,328 vehicles in December to meet Q4 guidance of 120,000 to 125,000 total units. December 2024 saw NIO deliver 50,045 vehicles, setting a monthly record at the time. Matching that performance while Onvo faces a 32 percent month-over-month decline presents a significant challenge.Analyzing Q4 profitability potential using the delivery numbers: if NIO achieves 117,000 to 121,000 Q4 deliveries at an average selling price around 280,000 REN mixing ES8, Onvo, and Firefly, revenue would total approximately 32.76 to 33.88 billion REN, aligning with management guidance of 32.76 to 34.04 billion REN. With management targeting approximately 18 percent vehicle margin for Q4 and ES8 margins exceeding 20 percent, gross margin at company level of 15-16 percent would generate 4.9 to 5.4 billion REN in gross profit. Against quarterly operating expenses of approximately 6.2 billion REN including 2 billion REN R&D and 4.2 billion SG&A, this suggests an operating loss of 800 million to 1.3 billion REN unless ES8 over-delivers, SG&A comes in lower than expected, or other income sources like swap network revenue contribute more significantly.From January to November 2025, NIO Inc delivered 277,893 vehicles total, representing 45.62 percent year-over-year growth and achieving 63.15 percent of the 440,000 annual target. The NIO main brand delivered 146,909 vehicles during this period, down 18.65 percent year-over-year. Onvo delivered 98,654 vehicles since beginning deliveries in September 2024, while Firefly has delivered 32,330 vehicles since launching in April 2025.Competitive context shows significant industry reshuffling. Leapmotor delivered 70,327 vehicles in November, achieving its 500,000 unit annual target 45 days early and targeting 1 million units for 2026. XPeng delivered 36,728 in November, having already met its 350,000 annual target in October. Li Auto delivered only 33,181 vehicles in November, down 31.9 percent year-over-year, achieving just 56.5 percent of its revised 640,000 unit target. HarmonyOS delivered over 80,000 vehicles in November with 513,000 year-to-date against a 1 million unit target. Xiaomi Auto exceeded 40,000 November deliveries and surpassed 500,000 cumulative deliveries, exceeding its initial 350,000 annual target.NIO's strategic shift emphasizes operational quality over sales volume with the core goal being annual profitability.

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 NIO Q3 DELIVERIES SWELL AS MARGINS AND CASH IMPROVE https://evne.ws/4il88I8 GREAT WALL MOTOR AIMS FOR 300,000 EUROPEAN EVS BY 2029 https://evne.ws/48fUMs1 CATL AND STELLANTIS BET BIG ON SPANISH EV BATTERIES https://evne.ws/3M8jvqQ LI AUTO SLIPS BACK INTO THE RED AS DELIVERIES DIVE https://evne.ws/4ptlFjc LI AUTO BETS ITS OWN M100 CHIP CAN TAKE ON NVIDIA https://evne.ws/3LVF91F WULING XINGGUANG 730 AIMS TO TAKE EV FAMILY MPVS MAINSTREAM https://evne.ws/4rtEJjo JD.COM'S AION UT SUPER LAUNCH SPARKS REFUND WAVE IN CHINA https://evne.ws/4p7UVoP IM MOTORS LS9 SUV SPARKS DEBATE WITH IN-CAR SHOWER https://evne.ws/3MrbqO3 GEELY EX2 FACELIFT AIMS TO GO GLOBAL https://evne.ws/4petGZF GEELY PACKS 42 PEOPLE INTO GALAXY V900 MPV FOR GUINNESS RECORD https://evne.ws/48pHPfn

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

Following the latest earnings results from Li Auto (LI), Olivier Blanchard examines the Chinese automaker's competitive outlook. The company missed on its 3Q EPS as revenue came in just above expectations. He says the premium-EV demand outlook in China is good, but suggests it is an overcrowded area for auto brands. "We don't need 4," Olivier adds. He is looking to a normalization in forward orders for Li Auto, saying it could take a few quarters for the company to "crawl out of this."======== 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

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China's innovation pace keeps accelerating while Western automakers scramble to respond.  Xiaomi's YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China's most competitive EV segment. Meanwhile, Tesla's domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng's viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip's rising importance, and XPeng's “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:

NIO reports Q3 2025 earnings on November 25, 2025, just five days away, with all eyes on whether the company can achieve its first quarterly profit in Q4 despite an escalating battery supply crisis. This episode provides a critical update on the battery shortage situation that has worsened significantly since last week.The battery crisis has reached new levels of desperation. Purchasing managers from major Chinese automakers are now stationed outside CATL headquarters carrying their company seals, booking hotels nearby, and moving their purchasing offices next to battery factories. Senior executives are personally leading battery task forces to secure supply. XPeng CEO He Xiaopeng revealed he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure allocation.CATL reported Q3 2025 revenue of RMB 104.186 billion, up 12.9 percent year-over-year, with net profit of RMB 18.549 billion, up 41.21 percent. The company was operating around the clock in October with production capacity almost unsustainable. JP Morgan's supply-demand model shows power battery industry capacity utilization will exceed 80 percent for the first time since 2022.The crisis is concentrated in two areas: high-nickel ternary batteries used in premium models priced above 300,000 yuan including NIO ES8, Li Auto L8, Xiaomi SU7 Ultra, and Aito M7/M9, plus lithium iron phosphate batteries being diverted from automotive to energy storage applications.Lithium carbonate futures prices have surged 20 percent over the past month, with the most-active contract on Guangzhou Futures Exchange jumping 9 percent in a single session to 95,200 yuan per ton on November 17, approaching the psychological 100,000 yuan threshold. Since November alone, lithium has accumulated nearly 17 percent gains. Ganfeng Lithium Group Chairman Li Liangbin predicted 30 percent demand growth next year, with scenarios projecting lithium could reach 150,000 to 200,000 yuan per ton if demand accelerates.Four factors are driving the lithium price surge: First, China's energy storage lithium battery shipments reached 165 GWh in Q3 2025, up 65 percent year-over-year, with first nine months totaling 430 GWh exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs, creating competition for supply. Second, China's lithium carbonate output growth slowed to 1.4 percent in November while social inventories declined for 13 consecutive weeks, falling to a record low of 28.1 days turnover versus healthy levels of 45-60 days. Third, China's Jiangxiawo lithium mine producing 65,000 tons annually has been shut since August due to expired permits, removing 7,000 tons per month or roughly 10 percent of domestic supply. Fourth, purchase tax policy changes are front-loading demand with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year.Tesla Shanghai Gigafactory celebrated its 5 millionth battery pack rolling off the line on November 12, 2025. Tesla independently develops cell chemistry and designs battery pack structure but sources cells from CATL and LG Energy Solution rather than manufacturing in-house. This represents a hybrid self-reliance strategy. However, Tesla's October retail sales in China fell to 26,006 units, the lowest since November 2022, down 35.76 percent year-over-year and 63.64 percent month-over-month, indicating demand problems rather than supply constraints.Automakers are responding with three self-rescue strategies: First, the self-reliant approach represented by Tesla and BYD who develop their own batteries. NIO once pursued this but stopped due to huge R&D costs and is now planning to spin off its battery manufacturing department. Second, the joint venture approach like Li Auto partnering with Sunwoda

In today's viewsStrategy | GBCO has become the authorized dealer of Li Auto and this may partially offset weakness in Iraq and JordanMACRO | October inflation print is milder than expected and will likely pave the way for a 1-2% December rate cutCSAG | Re-rating underway; scope for further upside versus ALCNEGCH | Resilient margins supported by pricing; operational recovery yet to showORWE | Polypropylene hits 5-year low; multiple tailwinds building for 2026Fertilizers | P-fertilizers spread divergence highlights sector rotation potential in 2026

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.

Can NIO win big without home advantage? As China's EV market races past 60% penetration, automakers like NIO, BYD, XPeng, and Li Auto are being forced to take their game global. But can NIO's playbook work outside its home court?In this episode of Courtside Financial, host Obi breaks down how NIO's leadership is literally driving across Europe to expand Firefly, why BYD is learning humility in Japan, and what XPeng's new robotaxi reveal means for the next era of AI-powered mobility. We also dig into how billions in purchase tax subsidies are reshaping the EV playing field and whether Chinese EV makers can turn domestic dominance into global success.If you follow EV stocks, NIO news, or the future of smart mobility, this episode gives you the insight you need to stay ahead of the curve.

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. De Trends Beleggen podcast is een productie van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters.De Trends Beleggen podcast komt tot stand met de gewaardeerde steun van ING. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

In this episode of Courtside Financial, Obi breaks down NIO's massive ES8 production surge — 10,000 units sold in just 40 days — and what it reveals about the company's transformation from survival mode to sustainable growth.But this story runs deeper than one automaker. Across the EV industry, a quiet shift is underway: the collapse of the luxury mall showroom model and the rise of disciplined financial management. From $11 million rents at NIO House to Li Auto's MEGA recall, this episode exposes the real economics behind selling electric vehicles in 2025.

In this episode of Courtside Financial Podcast, Obi breaks down the shocking 50-hour car-buying panic that took over Shanghai after a sudden policy change. What triggered thousands of buyers to flood dealerships overnight? And more importantly—what does this chaos reveal about the true state of China's electric vehicle market?We'll dive into:The government's last-minute subsidy change that sparked the frenzyReal stories from buyers like Uncle Fa caught in the scrambleThe impact on major automakers including NIO, BYD, Li Auto, and othersWhat this all means for EV investors and the future of China's marketIf you're bullish on NIO, investing in EVs, or just want to understand the economic shockwaves behind this 50-hour panic, this episode is for you.

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 Le and Lei Xing unpack a pivotal month for China's EV sector — one defined by slowing giants, fast-rising challengers, and a global export push that's reshaping the industry.

Designérka Anna Marešová stojí za ikonickými projekty – od intimních pomůcek až po tramvaj T3 Coupé i lanovky na Petřín a Ještěd. „U těch kolejových vozidel a lanovek, tak k tomu jsem směřovala, jsem rozená Pražačka a naši nemají doteď auto, takže jsme všude jezdili MHD, vlaky, tramvají,“ vysvětluje.Všechny díly podcastu Host Lenky Vahalové můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

NIO stock is making massive moves in October 2025, and HSBC just doubled their price target to $7.80 citing sales momentum. In this episode, I break down what's really driving NIO's surge—from the Onvo L90's explosive 20,000 deliveries in just 2 months to the ES8 selling out 40,000 units in 9 minutes.We're diving deep into NIO's Q2 vehicle margins at 10.3%, comparing them to Li Auto's 19.4% and XPeng's 14.3%, and analyzing why NIO is projecting a massive jump to 16-17% margins in Q4. With 150,000 unit target for the quarter and CEO William Li reaffirming profitability goals, this is the make-or-break quarter for NIO bulls.I'm covering:Why HSBC reversed their bearish stance after 4 yearsNIO September delivery record: 34,749 units across all brandsOnvo L90 vs ES8 demand signals and production constraintsThe $1.16 billion capital raise and what it means for shareholdersVehicle margin compression analysis and recovery outlookCompetitive positioning against Li Auto and XPengQ4 targets: 150,000 deliveries and path to profitabilityValuation metrics: P/S ratio, earnings estimates, and stock performanceAs a NIO investor, I'm giving you my objective analysis on whether this momentum is sustainable or just another pump. The Chinese EV market is brutal, but the execution signals are undeniable. This is your complete guide to understanding where NIO stands heading into the most critical quarter of 2025.NIO stock, NIO stock analysis, NIO stock prediction, Chinese EV stocks, EV stocks, NIO stock news, HSBC price target, NIO Onvo L90, NIO ES8, NIO deliveries, NIO profitability, NIO margins, Li Auto, XPeng, electric vehicle stocks, NIO Q4 2025, William Li NIO, NIO bull case, NIO stock forecast, battery swap technology, Chinese stocks, growth stocks, EV market China, NIO investment, stock analysis, NIO earnings, vehicle margins, NIO vs Tesla, automotive stocks, tech stocks, NIO battery swapTAGS (500 characters)

China's EV industry faces its biggest test yet as the December 31, 2025 deadline approaches for massive subsidy cuts. In this deep dive, I break down what's really happening behind the 40,000+ NIO ES8 orders that crashed their system, why companies like BMW, Toyota, and Tesla are recalling hundreds of thousands of vehicles despite better technology, and which EV manufacturers will survive when subsidies disappear.The numbers are staggering: purchase tax exemptions dropping from 30,000 to 15,000 yuan, delivery delays pushing into 2026, and consumer complaints up 37% year-over-year. But here's the twist - the companies recalling products might actually be the strongest players in the market.I analyze the real conversion rates behind inflated order numbers (hint: only 10-30% of "orders" convert to actual sales), the supply chain crisis hitting CATL and BYD Semiconductor with 24-hour overtime shifts, and why NIO CEO William Li warned Q1 2026 could see 50% demand collapse.This isn't just about NIO - this affects Tesla, BYD, XPeng, Li Auto, and every player in the world's largest EV market. When subsidies end, only companies with genuine technology advantages, sustainable cost structures, and corporate responsibility will remain standing.Key topics covered: China EV subsidy policy changes, NIO ES8 production capacity crisis, purchase tax exemption ending December 2025, automotive recall trends, supply chain challenges, order inflation in Chinese EV market, Q1 2026 demand forecast, battery swap advantages, and what separates surviving companies from failing ones.Whether you're invested in Chinese EV stocks, considering purchasing an electric vehicle, or tracking the future of automotive technology, this analysis explains what mainstream media won't tell you about the coming industry shakeup.NIO stock, China EV subsidies, electric vehicles China, NIO ES8, purchase tax exemption, Chinese EV market, Tesla China, BYD stock, EV investment 2025, automotive recalls, William Li NIO, battery swap technology, EV supply chain, Q1 2026 forecast, Li Auto, XPeng, China automotive policy, EV subsidy ending, NIO bull case, electric vehicle stocks, CATL battery, China NEV policy, EV market crash, automotive industry analysis, EV stock analysis, Chinese stocks, green energy investingTAGS (500 characters):

เส้นทาง Li Auto จากผู้ผลิต EV สู่ผู้สร้างหุ่นยนต์ Humanoid สำหรับครอบครัว | ลงทุนแมนจะเล่าให้ฟัง ถ้าพูดถึงแบรนด์รถยนต์ไฟฟ้าจีน ที่เป็นคู่แข่งที่ใกล้เคียงที่สุดในตอนนี้ของ Tesla คำตอบจะไม่ใช่ BYD แต่คือ Li Auto เพราะเป้าหมายของ Li Auto คือการเป็นบริษัท AI ที่พัฒนาหุ่นยนต์ Humanoid เช่นเดียวกับ Optimus ของ Tesla แล้วเส้นทางของ Li Auto เป็นมาอย่างไร ? ลงทุนแมนจะเล่าให้ฟัง

XPENG just raised $100 million through asset-backed securities at AAA ratings with 2.28% rates - cheaper than China's government benchmark! This proves every EV startup MUST raise capital to compete, not just NIO.In this episode, I break down why NIO's recent $1 billion raise and XPENG's ABS deal show the same pattern across ALL Chinese EV companies. The dilution fear is missing the bigger picture.Key Points Covered:XPENG's groundbreaking ABS deal details and what AAA ratings meanWhy 2.28% coupon rates signal strong market confidenceHow NIO's Q4 profitability roadmap actually makes senseLi Bin's 150,000 delivery target and 16-17% gross margin goalsWhy capital raising is industry standard, not company weaknessThe real difference between smart capital deployment vs desperationThis isn't about being a NIO bull or bear - it's about understanding how capital-intensive industries work during massive transitions. Tesla had Elon's wealth, BYD has scale, but companies like NIO and XPENG must access capital markets strategically.The market is telling us something when XPENG gets AAA ratings and sub-benchmark rates. When NIO completes $1B raises in hours with international demand. The smart money isn't worried about dilution - they're positioning for the profitability inflection point.Whether you're invested in NIO, XPENG, Li Auto, or just want to understand EV market dynamics, this analysis cuts through the noise with real data and strategic thinking.

NIO, Xpeng, and Li Auto just made the most dramatic price cuts in Chinese EV history - and it signals a massive shift in the entire industry. In this episode, I break down why China's top EV companies are slashing prices by tens of thousands of yuan, what this means for investors, and whether this is smart strategy or pure desperation.

In Episode 218 of China EVs & More, Tu Le and Lei Xing break down one of the most heated summers yet in China's EV world — a season of price wars, social media battles, and momentum shifts.We cover:⚔️ Onvo L90 vs. Li Auto i8 rivalry – aggressive pricing, messy launches, and social media smear campaigns.

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:

- EVs Drive Up Sales in Europe - Kia Wants EU to Keep ICE Ban - Tesla and Waymo Take Different Approaches to Robotaxi Expansion - China Could Lose a Profit Maker - Mercedes Reveals EV Efficiency Efforts - Designer Reimagines the Skoda Felicia Fun - VW Says Amazon Will Save It Millions - Next-Gen Renault Clio Styling Mostly Unchanged - Chinese Automakers Not Backing Off Price War - Chinese Vacuum Maker Targets Bugatti

- EVs Drive Up Sales in Europe - Kia Wants EU to Keep ICE Ban - Tesla and Waymo Take Different Approaches to Robotaxi Expansion - China Could Lose a Profit Maker - Mercedes Reveals EV Efficiency Efforts - Designer Reimagines the Skoda Felicia Fun - VW Says Amazon Will Save It Millions - Next-Gen Renault Clio Styling Mostly Unchanged - Chinese Automakers Not Backing Off Price War - Chinese Vacuum Maker Targets Bugatti

The Three-Row Showdown: NIO vs Li Auto vs Tesla – Who Will Win China's Premium EV Market?Welcome back to Courtside Financial! In this episode, Obi breaks down the most critical battle in the electric vehicle space right now: the three-way showdown between NIO, Li Auto, and Tesla in China's premium three-row SUV segment.From strategic price cuts to new product launches, we cover why this isn't just a fight for market share—it's about reshaping what Chinese families expect from their primary vehicle. Obi dives into:NIO's all-new ES8 price strategy and its impact on profitabilityLi Auto's i8 launch and the challenges of scaling luxury EVsTesla's Model YL entry and the fight for Chinese consumer attentionHow trade-in subsidies and government policies are accelerating the shift to EVsWhy the competition is expanding the market and not just stealing shareThe Firefly limited edition play and what it means for NIO's brand strategyWhether you're an investor, EV enthusiast, or market analyst, this episode gives the insider perspective on who will thrive in the growing premium EV market and how these battles could reshape the future of mobility in China.

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

Who’s buying, who’s selling — and what do the deals reveal? Hosted by Michelle Martin with Ryan Huang, we break down Keppel’s bold share buybacks, Metro Holdings’ director trades, and Q&M Dental’s unusual mix of buying and selling. Then, the US government shocks markets with a 10% stake in Intel — one of the biggest state interventions since 2008. We size up Wall Street’s mixed week, preview earnings from Nvidia, Snowflake, Dell, Crowdstrike, and Li Auto, and play Up or Down with Google, Nio, SingPost, and Creative Technology. Plus, we check in on the Straits Times Index, Mapletree Logistics Trust, SingTel, and DFI Retail. And for the Last Word: Netflix’s KPop Demon Hunters storms cinemas with singalong screenings, cosplay fans, and Billboard-topping anthems.See omnystudio.com/listener for privacy information.

NIO just announced massive expansion into Singapore, Uzbekistan, and Costa Rica - but this isn't just about new markets. This is strategic chess positioning for the next decade of EV dominance.In this episode, we break down:NIO's partnership with 118-year-old Wearnes Automotive in Singapore and why the right-hand drive Firefly unlocks massive global marketsLi Auto's third sales restructuring in 6 months and what it reveals about the pure EV transition struggleXPeng's shocking partnership helping Volkswagen upgrade gas cars (yes, really)Silicon Valley's first Level 4 autonomous car you can actually buy in 2026While everyone else talks delivery numbers, we analyze the strategic moves that determine who wins the EV revolution. This week's developments show NIO executing methodical global expansion while competitors face internal chaos and risky pivots.Key insights include NIO's light asset strategy validation, why Costa Rica is the perfect Americas testing ground, how Li Auto's dual-powertrain confusion is reshaping their entire organization, and why XPeng's technology licensing could be genius positioning.The EV industry is transforming from product-centric to platform-centric. Companies building the most valuable platforms - battery swapping networks, electronic architectures, autonomous driving stacks - will dominate the next decade.Keywords: NIO stock, NIO expansion, Singapore EV market, Li Auto sales, XPeng Volkswagen, Level 4 autonomous driving, EV industry analysis, Chinese EV stocks, battery swapping technology, global EV expansion

The EV market just revealed three massive signals that most investors completely missed. While everyone focuses on delivery numbers, the real story is much bigger.NIO's Onvo is making unprecedented customer moves that signal explosive demand, Ford just admitted American automakers can't compete without Chinese technology, and the extended-range vehicle boom is crashing faster than anyone predicted.This isn't just about individual companies - we're witnessing the beginning of the great EV shakeout that will separate winners from losers over the next 24 months.Key Topics Covered:Why Onvo's "compensation" strategy reveals massive hidden demandFord's desperate $3 billion bet on Chinese battery technologyThe extended-range vehicle collapse that's reshaping the entire marketWhy NIO's pure electric strategy is looking genius right nowWhat these shifts mean for EV investors and the broader marketCritical Data Points:Onvo L90: 4,000+ deliveries in just 2 weeks, 8-10 week wait timesFord investing $3B in Chinese CATL technology after 3 years of EV lossesExtended-range vehicles down 10.4% while pure EVs up 24.5%Li Auto deliveries crashed from 50,000 to 30,000 year-over-yearUS EV market still only 8% penetration despite massive policy supportThis analysis goes beyond surface-level news to reveal the strategic implications that will define the next phase of the EV revolution. Whether you're invested in Chinese EV stocks, traditional automakers, or just trying to understand where this market is heading, these insights will change how you see the entire sector.The EV game is changing faster than most people realize. Companies with clear vision and consistent strategy will dominate. Those chasing trends and making desperate moves will fall behind.#EVStocks #NIO #Ford #ChineseEVs #ElectricVehicles #StockAnalysis #InvestmentStrategy #TechStocks #AutomotiveIndustry #MarketAnalysis

Tesla's Robotaxi just crushed Uber with 84% cheaper rides while NIO's Onvo L90 cracked top 3 in China in just 72 hours. This changes everything.In this episode of Courtside Financial, we break down three game-changing stories reshaping the automotive industry:

NIO investors need to see this! Li Auto just spent 2 billion yuan redesigning ONE car while Leapmotor quietly outsells everyone with "plastic" interiors. This deep dive reveals the shocking truth about China's EV market in 2025.What You'll Discover:Why Li Auto's i8 launch represents a 2 billion yuan gamble on survivalHow Leapmotor achieved 156% growth while staying completely invisibleThe real reason NIO's Ledao L90 is perfectly positioned to dominateWhich EV strategy will actually survive China's brutal price warWhy traditional automotive thinking might be dead in 2025Key Market Intelligence:Li Auto sales dropped 24% year-over-year while Leapmotor delivered 221,700 vehicles in H1 2025 - a 156% increase. Meanwhile, NIO's sub-brand Ledao launched the L90 at 279,900 yuan, directly targeting both competitors' territory.This isn't just about three companies - it's about three completely different philosophies fighting for the future of Chinese EVs. One bets on premium infrastructure, another on mass market efficiency, and NIO on innovative technology and brand loyalty.Critical Analysis Includes:Li Auto's charging infrastructure strategy vs Tesla's playbookLeapmotor's "reverse credit expansion" through Stellantis partnershipHow NIO's battery swapping creates switching costs competitors can't matchThe real profitability numbers behind each company's growth storyWhy extended-range vehicles are still winning over pure EVsWhether you're invested in NIO, considering Li Auto, or trying to understand how Leapmotor came from nowhere, this analysis breaks down what's really happening behind the headlines.Market Context: With China's EV subsidies ending and the industry consolidating around 4-5 major players, understanding these strategic differences isn't just interesting - it's essential for any serious EV investor.The data reveals surprising truths about which business models actually work in the world's most competitive automotive market. Some strategies that look brilliant today might not survive tomorrow's reality.For EV Investors: This episode examines real financial metrics, supply chain dynamics, and consumer behavior patterns that determine which companies will dominate China's 30+ million annual vehicle market.#NIO #LiAuto #Leapmotor #ChineseEVs #EVInvesting #ElectricVehicles #NIOStock #EVMarket #ChinaEV #EVAnalysis #AutoInvesting #ElectricCars #EVNews #NIOInvestors #ChineseStocks

In this deep dive episode of Courtside Financial, we analyze three major EV market developments that reveal completely different strategic approaches in 2025.NIO's Firefly brand achieves the 10,000 delivery milestone just three months after launch, with European expansion confirmed and BaaS pricing strategy proving successful in the competitive compact EV segment. We break down the monthly delivery progression and what this means for NIO's global ecosystem play.Meanwhile, Tesla's leaked Model Y "Youth Edition" shows dramatic cost-cutting measures - panoramic glass roof removed, fabric seats, eliminated ambient lighting, and stripped audio systems - while keeping HW 4.0 hardware. This reveals Tesla's bet on software differentiation amid margin pressure.Li Auto's i8 launch showcases supply chain innovation warfare, featuring custom silicon carbide modules through their SCO Semiconductor joint venture, achieving 47km additional range through "window area" design. Their partnerships with CATL for 5C charging and Hesai for custom ATL LiDAR demonstrate vertical integration strategy.We examine how these three approaches - NIO's ecosystem building, Tesla's commoditization strategy, and Li Auto's engineering excellence - represent different bets on the future of the EV market. Analysis includes specific technical specifications, pricing strategies, delivery numbers, and market positioning implications.Key topics covered: NIO Firefly delivery milestones, Tesla Model Y cost reduction strategy, Li Auto i8 supply chain innovations, silicon carbide technology, battery swapping vs traditional charging, EV market differentiation strategies, Chinese EV competition, and global expansion plans.Perfect for investors, EV enthusiasts, and anyone following the rapidly evolving electric vehicle landscape in 2025.

NIO stock has surged 33% since July 10th as their Onvo sub-brand prepares to launch the game-changing L90 SUV at just $39,000 - while Tesla faces supply chain disasters from 160% graphite tariffs that could cost billions.In this urgent analysis, I break down:Why the Onvo L90 launch on July 31st could reshape the entire EV marketHow US graphite tariffs of 160% are crippling Tesla's profitabilityThe real reason Tesla executives are losing sleep over Chinese competitionWhy NIO's vertical integration strategy is crushing traditional automakersThe shocking numbers behind China's EV manufacturing cost advantageTesla's market share collapse from 75% to 62% in just one yearHow supply chain control is becoming the ultimate competitive moatThis isn't just another product launch - it's a demonstration of manufacturing capabilities that could dominate global automotive markets. With Tesla importing 80,000 tons of Chinese graphite annually and facing $1.2 billion in lost profits from policy changes, the competitive landscape is shifting dramatically.Key insights covered:Onvo L90 pricing strategy vs Li Auto's Li i8Why Chinese EV manufacturers are winning the cost gameThe graphite supply chain crisis explainedTesla's vulnerability to trade war policiesGlobal EV adoption trends and investment opportunitiesWhich companies are positioned to capture massive market shareWhether you're bullish on NIO, concerned about Tesla, or trying to understand the future of electric vehicles, this analysis reveals the critical dynamics reshaping the entire industry.DISCLAIMER: This content is for educational purposes only and not financial advice. Always do your own research before making investment decisions.The shorter title keeps the key elements while being more mobile-friendly and clearly positions Tesla's struggles with the graphite tariffs as the main hook alongside NIO's gains.

In this episode, Tu Le and Lei Xing dive deep into:✅ China's EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?✅ NIO's Onvo L90 Launch – Priced under RMB 200K, this family-sized SUV is positioned to challenge Tesla and Li Auto head-on.✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China's most competitive segment?✅ BYD Strategy Shift – From aggressive pricing to premium branding and new models.✅ Xiaomi's EV Momentum – SU7 success and what's next with YU7 and YU9.✅ Foreign OEM Response – Buick Electra series, Ford's electric Bronco concept, and BMW's China strategy.✅ Smart Driving & ADAS – Why Nvidia, Huawei, and Momenta dominate the conversation in intelligent driving.✅ Robotaxi & Autonomy Race – Tesla, Waymo, Pony.ai, and Lucid's Uber tie-up—who's ahead?✅ Policy & Trade – How China's anti-price-war directive and U.S. tariffs on graphite could disrupt supply chains.Companies Mentioned in This EpisodeChinese Automakers & Tech: BYD, NIO (Onvo), Li Auto, XPeng, Xiaomi, Leapmotor, Aito (Huawei), Zeekr, IM Motors, FireflyGlobal Automakers: Tesla, Buick (GM), BMW, FordTech & Mobility: Nvidia, Huawei, Momenta, Waymo, Uber, NuroOthers: Lucid Motors, Rivian, Magna, Pony.ai

Tesla just announced the Model Y L for China - but this isn't a strength play, it's pure desperation. In this deep dive analysis, we break down why Tesla's market share in China has COLLAPSED from 15% to 7.6%, and how Chinese EV giants like NIO, Li Auto, and BYD are absolutely dominating the six-seat SUV market.

In this episode of China EVs & More, Tu and Lei dive into the latest from China's fast-moving EV market. They explore the intense price war that's reshaping the industry, why Tesla's Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYD's dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90's high-stakes debut, Xpeng's EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

NIO's Onvo sub-brand just launched pre-sales for the L90 SUV at an aggressive $39,000 price point, and this strategic move is about to shake up the entire Chinese EV family car market. With Li Auto set to launch their first pure electric SUV on July 29th, NIO's timing couldn't be more calculated.

Shoot us a Text.Episode #1088: We're kicking off the week with Elon Musk mixing politics and business, a brutal forecast for China's crowded EV market, and one unforgettable funeral send-off in Detroit.Show Notes with links:Elon Musk's creation of the “America” political party is fueling investor anxiety as Tesla faces a pivotal year marked by declining sales, shifting strategy, and mounting public scrutiny.Musk aims to influence key House and Senate races in 2026 via his new party, but analysts fear it could distract from Tesla's core business and turnaround plans.Tesla's global sales fell 13% in Q2; shares are down 20% year-to-date amid shifting investor sentiment.Consumer surveys show Tesla's brand perception continuing to erode in the U.S., ranking last among 19 EV makers in a May survey.Azoria Partners delayed its Tesla ETF launch, citing conflict with Musk's CEO responsibilities.“I encourage the Board to…evaluate whether [Musk's ambitions] are compatible with his full-time obligations,” said Azoria CEO James Fishback.A new report by AlixPartners projects that only 15 out of 129 EV and plug-in hybrid brands in China will survive through 2030, as fierce competition and overcapacity push the market toward consolidation.The surviving 15 brands are expected to control 75% of the market, each selling over 1 million units annually.Most Chinese EV makers remain unprofitable with the current market driving innovation and unsustainable pricing models; only BYD and Li Auto have achieved full-year profitability.Despite low profitability, regional governments may continue to support struggling brands to protect local economies.“This environment has driven remarkable advances...but it has also left many companies struggling,” said Stephen Dyer of AlixPartners.Meanwhile, Sony Honda Mobility's operating loss more than doubled to ¥52B ($362M) as it pushes to launch the Afeela EV this year.Darrell Thomas, a beloved Detroit car wash owner and NHRA-licensed drag racer, was known for his generosity. At his funeral, his family honored that legacy in dramatic fashion—showering the community with rose petals and $5,000 in cash from a helicopter during a public celebration of his life.The tribute shut down a stretch of Gratiot Avenue in front of Showroom Shine Express.The family says they informed police, though DPD claims they weren't told about the money drop.The FAA has launched an investigation into the aerial drop, but no action is expected from local authorities, according to Detroit Police.“This was a final expression of love from him to the community because he was a giver,” said niece Crystal Perry.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Welcome to pilot episode, or probably better to call it Episode Zero of EV News China – a limited-run of podcasts I'll be doing from next Monday and then every weekday in July. I'll be sharing insights into China's EV revolution for listeners worldwide. I'm Martyn Lee, and EV News China is not replacing EV News Daily. Let me say first up, I'll be here with the usual global take on the EV industry.  Instead, this will be series of bonus shows, which I hope will be essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. I wanted to drop a pilot episode to explain my thinking, and what a moment to launch. China has just reached an historic milestone that changes everything in the global automotive industry. In May 2025, plugin electric vehicles captured 53% of China's passenger car market – meaning electric vehicles are now outselling traditional gasoline cars for the first time in history. Think about that for a moment. The world's largest car market has just tipped electric. This isn't a prediction anymore – it's reality. After 7 years of doing this podcast, pretty much every day apart from some breaks when we had two new additions to our family, or some mental health breaks, I've been doing this 7 days a week. And I can't tell you a time when I've been more fascinated about how the rest of the world views the Chinese EV market. And in many cases, how it's still a blind spot for them. The Numbers That Matter Let me put this in perspective with some hard data that business leaders need to understand. Plugin vehicle sales in China topped one million units in May alone – in a market of 1.9 million total passenger vehicles. That breaks down to 31% pure battery electric vehicles and 22% plug-in hybrids and range extenders. For the year so far, China has already sold over 4.3 million plugin vehicles, putting the country on track to exceed 10 million units by year-end – in China alone. To put that in global context, that's more than the rest of the world combined. The leader? BYD dominates with 28.9% of the plugin market, delivering over 376,000 vehicles in May – a 14% year-over-year increase. Meanwhile, Tesla's China market share has dropped to just 4.6%, ranking fifth behind Chinese competitors. The Tesla Reality Check Speaking of Tesla, the numbers tell a sobering story for Elon Musk's company in China. Tesla sold about 58,000 vehicles in China during April 2025, down 6% from the previous year. More concerning, Tesla's retail sales to Chinese customers in the first eight weeks of Q2 2025 dropped 23% year-over-year. This reflects a broader trend – Chinese consumers are increasingly choosing domestic brands. Tesla's China market share in the BEV segment fell from 11.15% to 6.36%, while Chinese rivals like XPeng delivered 33,525 vehicles in May, up 230% year-over-year. The Financial Impact The financial implications are staggering. BYD doubled its Q1 2025 net profit to 9.15 billion yuan, with operating revenue reaching 170.36 billion yuan, up from 124.94 billion yuan the previous year. But it's not just about one company. The Chinese EV trio – NIO, XPeng, and Li Auto – are expected to see explosive growth in 2025: NIO deliveries expected to double to 450,000 units XPeng projected to reach 400,000 units, up 110% Li Auto forecasted at 700,000 units, up 40% These aren't small startups anymore – these are major industrial players reshaping global automotive supply chains. The Technology Revolution What's driving this transformation isn't just price – it's technology. Chinese companies are leading in areas that will define the future of mobility. Solid-state batteries are moving from lab to production. China's Ministry of Industry and Information Technology included all-solid-state batteries in core industrial standards for the first time in 2025, signaling this technology has moved from corporate R&D to national strategic priority. Artificial intelligence integration is accelerating rapidly. Over two dozen Chinese automakers, including BYD, are incorporating DeepSeek AI technology into their vehicles. BYD plans to offer preliminary self-driving capabilities in nearly all its models at no additional cost – making autonomous driving features accessible to mass-market consumers. Ultra-fast charging is becoming standard. Chinese companies like XPeng offer five-minute charging delivering 210 kilometers of range, while the industry moves toward 800V architectures that handle high current flow for rapid charging. Global Trade War Implications But this technological leadership is creating geopolitical tensions. The United States now imposes a 247.5% tariff on Chinese EVs – that's 145% from recent tariffs, plus 100% from Biden-era levies, plus standard duties. Anyone trying to import BYD's $7,800 Seagull to the US would pay an extra $19,300 in tariffs. Europe is taking a different approach, but Chinese brands still doubled their European market share in April 2025 despite tariffs reaching up to 35%. BYD faces a 17% EU tariff, yet still recorded 400% sales growth in the UK, where no tariffs apply. The contrast is stark: in tariff-free markets, Chinese EVs are winning on merit. The Infrastructure Foundation Supporting this EV revolution is massive infrastructure investment. China aims to complete an expressway charging network by end of 2025, with over 5,800 out of 6,000 expressway rest areas already equipped with charging facilities. The government has extended its vehicle trade-in subsidy scheme for 2025, offering up to RMB 20,000 for EV purchases when scrapping older vehicles. This policy has already attracted over 4 million applicants in its first six months. What This Means for Global Business So what does this mean for you – someone who might be an enthusiast of the EV transition, or maybe you work in the business of EVs or charging?  First, China is no longer an emerging EV market – it's the dominant one. Any global automotive strategy that doesn't account for Chinese competition is already obsolete. Second, the technology gap is widening in China's favor. Chinese companies can design and launch new models in six months while German competitors require two years. Third, supply chain dependencies are shifting. China controls a large share of battery-grade chemical production, and Chinese companies are rapidly expanding globally – BYD now operates in over 70 countries. Looking Ahead Over the coming 20 episodes of EV News China, during this limited run of podcasts, we'll dive deeper into these trends. We'll analyze quarterly earnings, decode policy changes, and track the technological innovations reshaping not just China, but the global automotive industry. We'll help you understand what these developments mean for your business, your investments, and your strategic planning. Because in a world where China has achieved 53% EV market share, the question isn't whether electric vehicles will dominate – it's how quickly the rest of the world can adapt. That's all for today's pilot episode of EV News China. Starting Monday, I'll be here every weekday with the latest developments from the world's electric vehicle superpower. Sometimes it will just be a news show, sometimes we'll dive into a specific topic. Remember, EV News China is essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. 

Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China's EV market. From BYD's aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely's counterattacks, the battle for dominance is heating up. They also dive into Li Auto's latest earnings, NIO's intelligent driving rollout, and XPeng's momentum in tech and exports.Plus: reflections from Tu's panel at the Mackinac Policy Conference, GM's retreat in China, and why Michigan must lead the U.S. into the next era of mobility.

Shoot us a Text.Episode #1054: We're kicking off Tuesday week with a look at surging used car sales and shrinking supply, BYD's aggressive EV price cuts in China, and a Waffle House partnership that brings hash browns and high-speed charging together in the South.Show Notes with links:Automotive News released its top Used Car retailers list showing that the stabilizing of the 2024 market led to some big gains. However, the current complexities and quickly shrinking market day supply is testing even the best players.Used-only dealers like CarMax, Carvana, and DriveTime saw strong 2024 growth as supply chains normalized, with Carvana up 33% year-over-year.Dealers are creatively sourcing inventory—prioritizing trade-ins and direct-from-customer purchases to avoid costly auctions.The current used vehicle supply stands at just a 43-day market supply, the lowest since 2021, with lower-price vehicles hardest to find.Tariff fears have driven consumers to buy quickly, pushing prices for the top 50 used models to an average of nearly $29,000“There isn't a lot of room for error anymore in the post-COVID used-car world,” said Bill Solko, dealer principal of Automotive Avenues.Meanwhile Cox Automotive's Jonathan Smoke warned, 2025 is going to be a roller coaster for this industry,” BYD just launched a fresh round of EV price cuts in China, triggering a market shake-up that's pummeling stocks and ramping pressure on rivals like Tesla.BYD slashed prices across several models, including a 20% cut on the sub-$10,000 Seagull hatchback now priced at an equivalent of $7,780The Chinese EV market is nearing 50% penetration — five times the U.S. rate — largely due to aggressive pricing strategies.EV maker stocks, including BYD, Li Auto, and Geely, fell sharply after the announcement, signaling investor anxiety.BYD's growing profit cushion from 2019–2024 gives it room to undercut less profitable competitors.“This new price war will put even more pressure on Tesla,” Electrek reported, especially as new players like Xiaomi ramp up.In a match made in Southern heaven, bp pulse and Waffle House are joining forces to bring 400kW ultrafast EV charging to your next roadside breakfast stop.Starting in 2026, Waffle House locations across Georgia, Texas, Florida, and beyond will host six-bay charging stations.The chargers will support both CCS and NACS connectors and deliver up to 200 miles of range in about 15 minutes.The 24/7 diner vibe adds much-needed comfort and reliability to the EV charging experience.This builds on bp pulse's growing U.S. network, which includes partnerships with Hertz and 8,000+ retail locations.“Charging up while fueling up on an All-Star Special will be convenient and fast,” said Waffle House Innovation Director David Repp.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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 RIVIAN LAUNCHES INDEPENDENT STARTUP 'ALSO' WITH $105M INVESTMENT https://evne.ws/4c98pLk LI AUTO RELEASES HALO OS TO COMPETE WITH AUTOSAR https://evne.ws/3DJXye5 TESLA RENAMES FSD FEATURE IN CHINA AMID REGULATORY CHALLENGES https://evne.ws/4jaX2oy CANADA HALTS TESLA EV INCENTIVE PAYOUTS AMID INVESTIGATION https://evne.ws/41NbCN3 TESLA JOINS EU EMISSIONS POOL WITH MAJOR AUTOMAKERS https://evne.ws/4270eKK CHINA'S NEV MARKET SEES STRONG GROWTH IN EARLY MARCH https://evne.ws/3FJ9P33 NOBINA REPURPOSES ELECTRIC BUS BATTERIES FOR STORAGE https://evne.ws/428hIGP NIO FOCUSES ON PURE EVS OVER RANGE-EXTENDED MODELS https://evne.ws/4jaJZU6 JAECOO ENTERS AUSTRALIAN SUV MARKET WITH COMPETITIVE PRICING https://evne.ws/3QT7uVs MOBILIZE EXPANDS ULTRA-FAST EV CHARGING ACROSS EUROPE https://evne.ws/4254zOr UK EV DRIVERS NOW EXCEED PETROL CAR MILEAGE https://evne.ws/3FTCO40 CHEVROLET BECOMES TOP-GROWING EV BRAND IN US https://evne.ws/4iMo2u

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explore the implications of lidar technology and RoboTaxis. The conversation also touches on the challenges faced by legacy automakers like Volkswagen and the struggles of NIO in the current market landscape. The episode concludes with insights into the future of the EV industry and the strategies of companies like Li Auto.