Podcasts about Nio

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Best podcasts about Nio

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Latest podcast episodes about Nio

StockInvest.us Stock Podcast
#41/2025 - From $1000 to $5500 will it continue?

StockInvest.us Stock Podcast

Play Episode Listen Later Oct 3, 2025 23:49


NIO keeps going up and the $1000 challenge is now up at $5500, but will this continue? And Nasdaq, will Nasdaq just go straight to 25.000 points?This and some tips and tricks in this week's episode of "Trading Tips With Jim"

Courtside Financial Podcast
China's $4,200 EV Subsidy ENDS in 99 Days - Which Companies Survive?

Courtside Financial Podcast

Play Episode Listen Later Oct 1, 2025 11:56


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):

ZIGT op Groei
NIO herdefinieert de autowereld door focus op community marketing

ZIGT op Groei

Play Episode Listen Later Sep 25, 2025 25:25


Met accuwisselstations, NIO Houses en een sterke focus op mensen in plaats van alleen mobiliteit, daagt het merk gevestigde premiumspelers uit én laat het zien hoe communitymarketing de autowereld kan definiëren. In deze aflevering spreekt Tom Jessen met Mark Heiligers, PR-manager van NIO. Ze praten onder andere over hoe een Chinees merk weet te overleven in de westerse automarkt, het nieuwe Firefly-merk en hoe NIO communitymarketing optimaal inzet.

Courtside Financial Podcast
XPENG's $100M Deal PROVES NIO Bears Are DEAD WRONG About Dilution

Courtside Financial Podcast

Play Episode Listen Later Sep 24, 2025 5:15


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.

Courtside Financial Podcast
NIO Just BROKE The EV Market - $41K Luxury SUV Crashes Tesla's Party

Courtside Financial Podcast

Play Episode Listen Later Sep 23, 2025 7:13


NIO's latest move just sent shockwaves through the entire EV industry. The Chinese EV giant unveiled their third-generation ES8 at a price point that has Tesla, BMW, and Mercedes scrambling to respond.In this deep dive analysis, I break down why NIO's new ES8 isn't just another car launch - it's a complete market disruption that could reshape the luxury EV landscape forever.Key Points Covered:How NIO achieved 298,800 yuan pricing while IMPROVING profit marginsWhy their ordering system crashed within hours of announcementThe 40,000 unit production capacity that's already been exceededAdvanced AI capabilities that make Tesla's FSD look outdatedWhat this means for German luxury automakersLi Bin's path to Q4 profitability and why it might actually workThe technology breakthrough everyone's missingMarket implications beyond just NIO stockThis isn't just about delivery numbers - this is about understanding the strategic chess moves that determine which companies survive and thrive in the EV revolution. Whether you're invested in NIO, Tesla, or just trying to understand where the EV market is heading, this analysis gives you the insights you need.The data is shocking, the implications are massive, and the timing couldn't be more critical. Don't miss this breakdown of one of the most important EV developments of 2025.

Courtside Financial Podcast
CF REWIND Mercedes Benz Past + NIO PARTNERSHIP

Courtside Financial Podcast

Play Episode Listen Later Sep 23, 2025 5:39


Programa del Motor: AutoFM
Boom de las marcas chinas en el IAA Mobility de Múnich: ¿qué significa para Europa?

Programa del Motor: AutoFM

Play Episode Listen Later Sep 23, 2025 29:49


El IAA Mobility de Múnich ha dejado un mensaje claro: las marcas chinas han llegado con más fuerza que nunca al corazón de Europa. Denza, Leapmotor con su futuro B05, Xpeng, Avatr, Aito, Deepal, Changan, Nio y hasta su nueva submarca low cost, FireFly, han ocupado pabellones enteros con propuestas tecnológicas y precios que están sacudiendo a la industria automovilística europea. En este episodio reflexionamos sobre lo que supone este tsunami de fabricantes chinos: ¿Cómo reaccionan las marcas europeas ante esta avalancha? ¿Se está preparando la industria del motor en Europa para competir en precio, electrificación y conectividad? ¿Qué papel juegan los consumidores y qué impacto puede tener esto en el mercado de ocasión y en la posventa? Un análisis necesario para entender no solo la magnitud del desembarco chino, sino también en qué punto se encuentra hoy la industria del motor en Europa y hacia dónde se dirige en los próximos años. Escucha el episodio entero aquí: https://open.spotify.com/episode/5T1RkxWdlFcA2rhuxokBgs?si=yQo658QdSsOBX3OIWLJUmA Escúchanos en: www.podcastmotor.es Twitter: @AutoFmRadio Instagram: autofmradio Twitch: AutoFMPodcast

ChinaHotPod
Episode 160 - News: IAA 2025 im Rückblick

ChinaHotPod

Play Episode Listen Later Sep 22, 2025 37:16


China Manager News – der schnelle Überblick mit den besten Experten. Heute sprechen wir über die IAA Mobility 2025 in München, die vom 9. bis 14. September 2025 stattfand. Die heißesten Themen in < 60 Minuten: Konnten die deutschen Autobauer (VW, BMW, Mercedes) auf ihrer Heimatmesse punkten? Welche chinesischen Marken (BYD, NIO, etc.) haben den "Wow"-Effekt gebracht? Wer hat das Zeug zum Durchbruch in Europa? Jetzt geht's um mehr als nur Preis. Das sagen unsere Experten: Beatrix Keim (CAR) zur Gesamtstrategie der OEMs Stefan Schwaab (BridgeConcept) zu Chinas Markteintritts-Strategien Wolfgang Wagner (ASQMS) zur Technik und Qualität hinter den Fassaden Mehr Information über ChinaWebinar. Anmeldung für das kommende Event "China Sourcing" über folgenden Link: https://www.eventbrite.de/e/china-sourcing-kein-privileg-der-groen-tickets-1622438781069?aff=oddtdtcreator

StockInvest.us Stock Podcast
#39/2025 - New Record For The $1.000 Challenge | NIO

StockInvest.us Stock Podcast

Play Episode Listen Later Sep 19, 2025 32:04


Everything points towards a slow week ahead with GDP numbers and Micron's quarter results being some of the most exciting elements. While most media seems negative to the GDP growth and the numbers coming on Thursday, there might be it will positively surprise that can fuel the markets by the end of the week.In the $1.000 challenge the bet into NIO has pushed the challenge to a new record of $5.189. Slow but steady the challenge is moving towards the first target of $10.000.Tune in to get the latest updates for the trading week ahead and some possible trading candidates.

Bitesize Business Breakfast Podcast
Gulf's Big Spenders & Coffee-Nomics

Bitesize Business Breakfast Podcast

Play Episode Listen Later Sep 17, 2025 29:16


17 Sep 2025. Affluent Gulf consumers have doubled their spending in the past two years, according to Visa. We speak to Dr Saeeda Jaffar to find out where the money is going (spoiler: five-star hotels & jewelry). Plus, we talk “coffee-nomics” with DMCC as they build a giant coffee hub in Dubai. And as we give away a brand new Nio, we highlight how DEWA is making EV charging more accessible across the city.See omnystudio.com/listener for privacy information.

La Nova Mobilitat
LNM Actual 14-9-25: Europa reacciona?

La Nova Mobilitat

Play Episode Listen Later Sep 16, 2025 34:30


Resum de les novetats presentades a la IAA: - Auto Shanghai filial European: XPeng, Leapmotor, Aito, GAC, NIO. - SDV premium Europe: BMW IX3, Mercedes GLC. - Cotxe elèctric assequible europeu: VW ID. Polo, Cupra Raval, Skoda Epiq, Renault 5 E-Tech. - ADAS: Momenta desembarca a Europa.

Bitesize Business Breakfast Podcast
Emaar Eyes Global Expansion

Bitesize Business Breakfast Podcast

Play Episode Listen Later Sep 15, 2025 34:00


15 Sep 2025. Emaar Properties is planning acquisitions in “big countries” including the US, India, and China with Chairman Mohamed Alabbar saying the UAE may be “too small” for the developer’s ambitions. Plus, could Dubai homebuyers soon skip the traditional 20% down payment? REEF’s Samer Ambar joins us to explain their game-changing model. And we launched “Charge & Chat” - our new tech talk feature from the backseat of a NIO electric car - kicking off with Amazon MENA’s Ronaldo Mouchawar.See omnystudio.com/listener for privacy information.

StockInvest.us Stock Podcast
#38/2025 - China Debt & Market Dip Ahead? Watch Now | Trading Tips With Jim

StockInvest.us Stock Podcast

Play Episode Listen Later Sep 12, 2025 34:54


Join Jim Stromberg on Trading Tips with Jim, where he breaks down the stock market with no fluff! In Week 38, Jim dives into his $1,000 challenge—growing it to $4,273 with NIO—and why he's sticking with it despite their cash raise. Are markets set for a 2% dip? Will China's $1T debt crisis shake things up? Plus, get Jim's top picks: dividend stocks like Pepsi, Coca-Cola, and Norway's high-yield tankers. Don't miss expert insights to make smarter trades! Subscribe, hit the bell, and watch now to stay ahead of the market. #StockMarket #TradingTips #InvestingTimestamps: 0:00 Intro 1:20 $1,000 Challenge Update 3:45 China Debt Impact 6:10 Dividend Stocks to Hedge Risk 8:30 Week 38 Market Outlook

Courtside Financial Podcast
NIO Stock CRASHES 9% After $1B Dilution! Phoenix or Trap?

Courtside Financial Podcast

Play Episode Listen Later Sep 11, 2025 9:15


NIO stock dropped 9% today after announcing a $1 billion share offering at an 11% discount - but is this the price of the phoenix's rise or a warning sign? Despite the dilution pain, NIO is still up 16.5% this month and 25.71% YTD.In this episode, we dive deep into why NIO needed this capital raise, how it connects to their strategic transformation we covered yesterday, and what this means for long-term investors. We'll also explore how this fits into the broader EV industry's "last mile" funding phase, with companies like Volkswagen investing €1 billion in AI development.

Courtside Financial Podcast
NIO's $3.40 Death Spiral to Profit Machine? (This Changes Everything)

Courtside Financial Podcast

Play Episode Listen Later Sep 10, 2025 11:23


NIO's incredible transformation from $3.40 death spiral to potential profitability - this is the turnaround story every EV investor needs to understand.

Bitesize Business Breakfast Podcast
Du selling more shares

Bitesize Business Breakfast Podcast

Play Episode Listen Later Sep 8, 2025 28:46


08 Sep 2025. We’re live from NIO Hub Dubai with a flurry of announcements: Du is selling more shares in a secondary public offering, with just over 7.5% of its share capital offered to investors. ADNOC Gas joins the FTSE Emerging Index, boosting its global visibility after earlier inclusion in MSCI. And NIO’s UAE boss on their new hub in SZR, plus a car giveaway!See omnystudio.com/listener for privacy information.

Courtside Financial Podcast
Why NIO, Xpeng & Li Auto Are CUTTING PRICES (Chinese EV Crisis)

Courtside Financial Podcast

Play Episode Listen Later Sep 8, 2025 8:01


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.

China EVs & More
Episode #218 - Onvo L90 vs. Li Auto i8 Rivalry, EV Price War & VinFast's Rise in Vietnam

China EVs & More

Play Episode Listen Later Sep 5, 2025 53:30


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.

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:

StockInvest.us Stock Podcast
#37/2025 - Trading Tips with Jim – Weekly Market Outlook (Sept 8–12, 2025)

StockInvest.us Stock Podcast

Play Episode Listen Later Sep 5, 2025 23:36


Welcome back to Trading Tips with Jim! In this episode, we break down the week's biggest earnings reports and economic events that could move the markets. From Oracle, Adobe, and Kroger to Chewy and GameStop, we cover which companies are set to release numbers and what it could mean for traders.We'll also dive into the U.S. economic calendar, including inflation data, jobless claims, and consumer sentiment. Plus, Jim shares insights on oil prices, risk management, and the latest updates on his $1000 trading challenge (now sitting at $4,329 with NIO in the portfolio

Courtside Financial Podcast

William Li just dropped TWO bombshells that change EVERYTHING about NIO's future. In a shocking September 3rd briefing, he revealed NIO's tech revenue REALLY comes from McLaren (not Chinese battery swap partners!) AND predicted the entire Chinese EV industry could COLLAPSE by 50% in Q1 2026.

The Driven
Elroq lands, Firefly sparks, and EV speed records shattered

The Driven

Play Episode Listen Later Sep 4, 2025 56:32


Škoda Elroq launches in Australia, how will it stack up? Plus, we discuss Nio's Firefly and its ambitious battery-swapping tech, break down the latest EV speed records, and other news of the week.

Courtside Financial Podcast
NIO Bull's HONEST Take: The Day After Q2 Earnings Reality Check

Courtside Financial Podcast

Play Episode Listen Later Sep 4, 2025 14:23


NIO Q2 2025 Earnings Analysis: The Objective Bull's PerspectiveNIO just reported their Q2 2025 earnings with a $697 million loss, and instead of rushing out a hot take, I waited 24 hours to let the numbers marinate. As a NIO bull trying to stay objective, here's my honest breakdown of what these earnings really mean.What We Cover:NIO's narrowed losses and improved operational efficiencyThe path to Q4 profitability - realistic or overpromised again?Multi-brand strategy momentum (NIO, Onvo, Firefly)September delivery guidance that could break recordsCommunity reactions from bulls, bears, and everyone in betweenWhy the energy ecosystem angle changes everythingBalance sheet concerns and cash runway realityTechnical competitive advantages being overlooked2026 product roadmap and strategic focusKey Takeaways:NIO posted their smallest loss since Q4 2023 with 26% quarter-over-quarter improvement. R&D expenses down 6.6% while deliveries jumped 71% QoQ. The company is targeting 150,000 Q4 deliveries and their first quarterly profit.But execution remains the biggest question mark. William Li has missed delivery and profitability targets before. The difference this time? Operational improvements are already showing, and the multi-brand strategy is gaining real traction.The Bottom Line:NIO is at an inflection point. The next six months will determine whether they become the Chinese Tesla or a cautionary tale about overpromising. Current share price around $6.32 suggests the market is pricing in about 50/50 odds of successful execution.This isn't financial advice - just one NIO bull's attempt to stay grounded while analyzing one of the most controversial stocks in the EV space.#NIO #EVStocks #EarningsAnalysis #ChineseEVs #NIOStock #BatterySwapping #ElectricVehicles #StockAnalysis #Investing #TechStocks

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Electric Cars and AI Stars

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Sep 4, 2025 23:41


China’s EV market is on fire – but can Nio survive the heat of “involution”? Nio’s sales surge, but mounting losses raise questions about the sustainability of China’s EV frenzy, where rivals like BYD, Geely, and Xiaomi fight for dominance. Meanwhile, Morgan Stanley sees long-term winners despite Beijing’s call to tame competition. Across the Pacific, AI dominates earnings with Salesforce, Figma, and Hewlett-Packard Enterprise all under investor scrutiny. Plus, we size up UP or DOWN moves in Campbell’s, Macy’s, CNMC, and Keppel DC REIT. Hosted by Michelle Martin with Ryan Huang, bringing you insights on Nio, BYD, Salesforce, HPE, Figma, and more. See omnystudio.com/listener for privacy information.

WSJ Tech News Briefing
TNB Tech Minute: Elon Musk Says Optimus Robots Will Make Up Most of Tesla's Value

WSJ Tech News Briefing

Play Episode Listen Later Sep 2, 2025 2:49


Plus: Anthropic's valuation hits $183 billion in new $13 billion funding round. Chinese EV maker NIO misses earnings expectations. And AI-powered drone swarms enter the battlefield in Ukraine. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
NIO Significant Growth in Struggling EV Market, TSLA Traction Slows

TD Ameritrade Network

Play Episode Listen Later Sep 2, 2025 5:58


Tu Le says there were plenty of bright spots in NIO Inc.'s (NIO) latest earnings, which he argues lays the groundwork for significant growth. He adds that it and Chinese competitors like BYD Co. (BYDDY) continue to push the "innovation envelope" as Tesla (TSLA) struggles to accelerate international sales. Lauren Fix makes the case that it's hard for any EV maker to break out in North America. She says there's not enough interest in EVs to generate profits companies are seeking. Another headwind Lauren labels: tariffs, and how they add to already expensive costs for most consumers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

StockInvest.us Stock Podcast
#36/2025 - No Resistance Above For Nasdaq

StockInvest.us Stock Podcast

Play Episode Listen Later Aug 29, 2025 31:26


There is no resistance above current level for Nasdaq and with good support below the risk/reward still seems very attractive as Nasdaq is heading for 25.000 points. In this week's podcast I look a bit into what may change the Nasdaq trajectory and why Rocket Lab [ RKLB ] may climb 1000% over next 16 months. Last week I pointed at MongoDB as an interesting stock and it has not disappointed moving up 50% over the week. In this week's podcast I highlight another stock which I think has strong future potential based on the same arguments as I had for MongoDB.The $1000 challenge keep setting new records as it now sits at $4.584. The bet into NIO is really starting to pay off and at the end of the podcast you will get this weeks insights and decisions for the $1000 challenge.Tune in!

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Split That Soda & Sell Those Shoes?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Aug 26, 2025 26:20


Big deals are shaking up the beverage and sports worlds! Keurig Dr Pepper takes on JDE Peet in an $18 billion reset, while Puma might be changing owners. Intel gets caught up in a political tug-of-war as President Trump’s stake sparks sovereign wealth fund chatter. Meanwhile, investors weigh in on Thomson Medical, Marco Polo Marine, SingPost, and Nio. The Straits Times Index opens flat, with REITs and banks in focus. All this and more, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Courtside Financial Podcast
NIO vs Tesla is Really JUST Pepsi vs Coke

Courtside Financial Podcast

Play Episode Listen Later Aug 26, 2025 8:42


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.

R3HAB – I NEED R3HAB
CYB3RPVNK Radio #673

R3HAB – I NEED R3HAB

Play Episode Listen Later Aug 25, 2025 59:25


01. Alex Martin & NIKK - 1AM02. Eynka - Narayan03. KREAM - Subelo04. MARTEN HØRGER - No Matter05. R3HAB - No Consequence06. Kamino feat. Kyra Mastro - Tension07. 22Bullets & Pascal Letoublon feat. MERYLL - Something In The Air08. DONT BLINK - HELL YEAH [CYB3RSTAR]09. Alok, ARTBAT - Truth, Peace, Love, Acid10. Chris Avantgarde - Energy11. James Brown & Laidback Luke - I Got Soul (Super Bad) [TRACK OF THE WEEK]12. Surf Mesa - DARE13. Ellia Jaya, Poppy Wright - Disconnect My Mind14. Torren Foot, Airwolf Paradise - Everybody15. Manolo, NIO feat. Meggie York - Electrified16. R3HAB, Sofiloud - Where's Billy?17. Pretty Pink - Young

The Options Insider Radio Network
The Hot Options Report: 08-25-2025

The Options Insider Radio Network

Play Episode Listen Later Aug 25, 2025 15:10


In this episode of The Hot Options Report, host Mark Longo breaks down the most active options contracts for Monday, August 25, 2025. He notes that volume was generally light across the board, as many traders are waiting for Nvidia's earnings later in the week. The report covers the top index and single-name tickers, highlighting the most traded options and their average prices. Time Stamps Index Products 3:51 - VIX 4:46 - SPY 6:14 - SPX 7:22 - IWM (Small Caps) 8:44 - QQQ (NASDAQ) Single-Name Most Actives (Top 10) 10:43 - AMD (#10) 11:42 - Alphabet (GOOGL, #9) 13:00 - NIO (#8) 14:14 - Apple (AAPL, #7) 15:38 - Intel (INTC, #6) 17:15 - SoFi (SOFI, #5) 18:24 - Palantir (PLTR, #4) 20:20 - Nvidia (NVDA, #3) 21:49 - Open (OPEN, #2) 23:05 - Tesla (TSLA, #1) ----------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

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

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Insider Moves, Intel's Big Buy & Netflix's K-Pop Craze

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Aug 25, 2025 26:24


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.

Courtside Financial Podcast
NIO Just DESTROYED Tesla's Pricing Strategy - ES8 Drops 25% While Europe PANICS Over EV Ban

Courtside Financial Podcast

Play Episode Listen Later Aug 22, 2025 9:08


NIO's third-generation ES8 launch changes everything. With a shocking 25% price drop to $58,000 and BaaS pricing that undercuts Tesla Model Y by $4,200, NIO is making luxury EVs accessible while Europe struggles with their 2035 gas car ban.In this episode, we break down NIO's aggressive pricing strategy for the new ES8, featuring 900V architecture, 4C charging, and luxury features that rival vehicles twice the price. Meanwhile, Mercedes-Benz CEO warns that Europe's EV mandate could "collapse" their auto industry as pure EV sales stagnate at just 15.6% market share.Plus, discover how Huawei's Zunjie S800 luxury sedan gathered 10,000 pre-orders in just 67 days, proving that tech companies can dominate traditional luxury car markets with the right execution.Key topics covered:NIO ES8 third-generation pricing analysis and market positioningEuropean EV adoption challenges and policy reversalsZunjie S800 success story and implications for luxury EV marketBattery technology advances in 900V architectureMarket psychology behind EV adoption ratesStrategic implications for Tesla, Mercedes-Benz, and Chinese EV manufacturersFuture outlook for premium EV market dynamicsThis analysis goes beyond delivery numbers to examine the chess moves shaping tomorrow's automotive landscape. Whether you're a NIO investor, EV enthusiast, or tracking automotive market trends, this deep dive reveals the strategic plays that matter most.#NIO #TeslaModelY #EVNews #ElectricVehicles #ChineseEVs #AutomotiveInvesting #EVMarket #BatteryTechnology #LuxuryEVs #AutomotiveAnalysis

The Options Insider Radio Network
The Hot Options Report: 08-21-2025

The Options Insider Radio Network

Play Episode Listen Later Aug 21, 2025 16:30


In this episode, host Mark Longo provides a daily recap of the most active options in the market. He begins with an overview of the broader market, including volatility and key indices, before moving into a countdown of the top ten single-name stocks with the most options activity. Time Stamps 0:00 Welcome to the Hot Options Report 1:49 Volatility (VIX) 3:02 SPY 3:45 SPX 4:25 Small Caps 5:20 The Qs (NASDAQ) 6:20 Single Names 6:57 #10 - Amazon (AMZN) 8:05  #9 - Walmart (WMT) 9:05  #8 - Intel (INTC) 10:35  #7 - AMD (AMD) 11:58  #6 - Nio Inc. (NIO) 13:00  #5 - Open (OPEN) 14:02  #4 - Apple (AAPL) 15:20  #3 - Palantir (PLTR) 16:29  #2 - Tesla (TSLA) 17:28  #1 - Nvidia (NVDA) 18:16 Conclusion ------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Kilowatt: A Podcast about Tesla
Autonomy, Affordability, and Angry Rants

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Aug 21, 2025 34:55


Description:In this episode, Bodie dives into the latest EV headlines with his usual humor and insight. He discusses California's potential plan to replace the federal EV tax credit with a state-level alternative, NIO's continued global expansion, and the striking redesign of the 2026 Nissan Leaf. The Nikola Motors saga continues with High Road Energy scooping up the company's remaining hydrogen trucks at a steep discount. Tesla news includes the arrival of CyberCab production equipment at Giga Texas, the debut of the Model YL in China (and its uncertain U.S. future), and a $10,000 price bump for the Model S and X, bundled with the Luxe Package. Bodhi caps the episode with an impassioned and entertaining rant about the realities of autonomous vehicle adoption.Support the Showwww.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteFriends of the Show:True North EVsCNBC Slate FeatureLamarr WilsonNews Links:California Is Cooking Up A Way To Save The EV Tax CreditTesla Model Y L is Official: Price, New Features and Comparison to Model YTesla Model Y L addresses one huge complaint from many ownersElon Musk says Tesla might never bring its new Model YL to US, and the reason is so stupidNikola's Orphaned Trucks Will Live On In California2026 Nissan Leaf Price Revealed: America's Cheapest EVMore Tesla Cybercab equipment are arriving in Giga TexasNIO Enters 3 New Markets with Local Distribution PartnersTesla Introduces Luxe Package for Model S and Model X; Raises Price by $10kSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Autoline Daily - Video
AD #4118 - Jaguar's New Strategy Has Dealers Bailing; NIO Batteries Retailing for $150/kWh; Tesla Brings Back Turn Signal Stalk

Autoline Daily - Video

Play Episode Listen Later Aug 19, 2025 10:32


- Jaguar's New Strategy Has Dealers Bailing - Leapmotor Posts 1st Profit - XPeng and Xiaomi Expect 2nd Half Profit - Tesla Brings Back Turn Signal Stalk - Tesla Launches Long Wheelbase Model Y - AUDI E5 Sportback Shows New Design Language - NIO Batteries Retailing for $150/kWh - Uber to Add 10K Self-Driving ID. BUZZs - BMW's New EV Motor 40% More Efficient - Tesla, Chinese Top Digital Leader Board - Bankrupt Li-Cycle Gets Bought Up

Autoline Daily
AD #4118 - Jaguar's New Strategy Has Dealers Bailing; NIO Batteries Retailing for $150/kWh; Tesla Brings Back Turn Signal Stalk

Autoline Daily

Play Episode Listen Later Aug 19, 2025 10:17 Transcription Available


- Jaguar's New Strategy Has Dealers Bailing - Leapmotor Posts 1st Profit - XPeng and Xiaomi Expect 2nd Half Profit - Tesla Brings Back Turn Signal Stalk - Tesla Launches Long Wheelbase Model Y - AUDI E5 Sportback Shows New Design Language - NIO Batteries Retailing for $150/kWh - Uber to Add 10K Self-Driving ID. BUZZs - BMW's New EV Motor 40% More Efficient - Tesla, Chinese Top Digital Leader Board - Bankrupt Li-Cycle Gets Bought Up

Alles auf Aktien
Die größte Ukraine-Wette und die Börsenmacht von Taylor Swift

Alles auf Aktien

Play Episode Listen Later Aug 19, 2025 21:58


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über ein Dekadenhoch in China, zwei frohe Botschaften bei Novo Nordisk und Rückenwind bei Windkraftaktien. Außerdem geht es um Rheinmetall, Hensoldt, Renk, Leonardo, Thales, Shanghai Composite, CSI 300, Tencent Music, Nio, Netease, Xiaomi, Tencent, Alibaba, BYD, JD, Vestas, Energiekontor, Siemens Energy, Nordex, SMA Solar, Bayer, GoodRX, Duolingo, Pro7Sat.1, Intel, Nvidia, Home Depot, Starbucks, Netlfix, Sixt, CTS Eventim, Nike, Spotify, Live Nation Entertainment, AMC, Amazon, Kyivstar, VEON. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit 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. Der Börsen-Podcast 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

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Intel's $2B Boost, Nio's Singapore Drive, and Judy Faulkner's Epic Tale

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Aug 19, 2025 24:55


Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global footprint. Wall Street holds near record highs as bulls and bears clash ahead of Jerome Powell’s Jackson Hole speech. We play UP or DOWN with Novo Nordisk, Palo Alto Networks, Yangzijiang Financial, and CapitaLand Ascendas REIT. The Straits Times Index slips under 4,200, with ST Engineering, Sembcorp, and Keppel dragging while Frasers Logistics shines. And our Last Word spotlights Judy Faulkner, who built Epic Systems into a health-tech empire from her basement. Hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

Courtside Financial Podcast
NIO Global Expansion: 3 New Markets + Li Auto's Sales Chaos

Courtside Financial Podcast

Play Episode Listen Later Aug 19, 2025 11:03


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

Courtside Financial Podcast
Safety First, Flash Second: Why NIO's Philosophy Matters in China's

Courtside Financial Podcast

Play Episode Listen Later Aug 15, 2025 8:32


NIO's third-generation ES8 launches August 21st while China's EV market faces a safety crisis. Here's why NIO's approach to quality over flash could dominate.

Courtside Financial Podcast
Ford's $3B Chinese Gamble Proves NIO Was Right All Along

Courtside Financial Podcast

Play Episode Listen Later Aug 13, 2025 9:17


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

StockInvest.us Stock Podcast
Stock Markets Week #33/2025 - Volatility increasing, but still green!

StockInvest.us Stock Podcast

Play Episode Listen Later Aug 11, 2025 26:11


Volatility is picking up in the stock market, but the Nasdaq still signals further upside within a steady rising trend. The end of the week could be pivotal for what comes next.Before that, we'll get the inflation prints: CPI on Tuesday and PPI on Thursday. Consensus looks for July CPI at +0.2% MoM and ~2.8% YoY.Many economists have argued since February for higher inflation. Jim disagrees—he argues lower energy prices will keep inflation in check, offsetting tariff pressures by reducing production and transport costs.Thanks to a strong rally in NIO since the last podcast, the $1,000 Challenge is now heading toward $4,000.All this and more in this week's episode of Trading Tips With Jim.Topics: Nasdaq, CPI, PPI, inflation, energy prices, tariffs, NIO, stock market outlook, trading strategies.

Europapodden
Marine Le Pen – Katt med nio liv

Europapodden

Play Episode Listen Later Jul 29, 2025 29:39


Hon har gått i bräschen för Europas ytterhöger och har själv haft siktet på den yttersta maktpositionen men är det nu berättelsen om Marine Le Pen tar slut? Vår sommarserie handlar idag om frontfiguren för det franska partiet Nationell samling. Lyssna på alla avsnitt i Sveriges Radio Play. Sedan 2011 har Marine Le Penn lett det ledande högernationalistiska partiet i Frankrike - först under namnet Nationella fronten och sedan Nationell samling. För tre år sedan klev hon av partiledarposten och lämnade istället över till Jordan Bardella för att kunna fokusera på presidentposten. Men i mars i år stod det klart att hon döms för förskingring av EU-medel - till fyra års fängelse, höga böter - och hon får inte heller kandidera till några offentliga uppdrag under fem år. Innebär det slutet för Marine Le Pens långa politiska karriär?Medverkande: Alice Petrén, författare och före detta Sydeuropakorrespondent på Sveriges Radio, Marie Demker, professor i statsvetenskap vid Göteborgs universitet. Producent och programledare: Katarina von Arndt

Car Stuff Podcast
New Forester Hybrid, A Conversation with Chrysler CEO Chris Feuell

Car Stuff Podcast

Play Episode Listen Later Jul 21, 2025 57:02


Jill and Tom open the show by discussing a rumored new Tesla product for the Chinese market, and the impact of tariffs on Tesla prices in Canada. The hosts also chat briefly about how Chinese EV builder NIO is dealing with battery-swapping “cheaters” in its home market. Still in the first segment, Jill and Tom review the Subaru Forester in new-for-2025 hybrid trim. The hosts find themselves in complete agreement on this small crossover. In the second segment Jill and Tom welcome Chrysler CEO Chris Feuell to the Car Stuff Podcast. Chris talks about how the brand is celebrating its 100th anniversary as a carmaker, key products in the marque's history, and what comes next for the storied automaker. Chris shares updates on some additions coming to the Chrysler lineup in the near future. In the last segment, Jill is subjected to Tom's “Was it a Chrysler?” quiz, which includes a bonus question about Bolivian fast food. Jill wrapped up the podcast with a brief tribute to a longtime writer/colleague who passed away last week. 

China EVs & More
Episode #216 -

China EVs & More

Play Episode Listen Later Jul 21, 2025 52:46 Transcription Available


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

EV News Daily - Electric Car Podcast
A New Podcast Mini Series! Welcome to…EV NEWS CHINA

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jun 26, 2025 12:07


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.