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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.
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
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.
NIO's incredible transformation from $3.40 death spiral to potential profitability - this is the turnaround story every EV investor needs to understand.
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.
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 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:
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.
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
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.
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.
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.
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
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
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
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!
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.
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.
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
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.
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.
Powell apre a taglio tassi; Attesa per il PCE; Mercoledì i conti di NVIDIA; Nio e Dongfeng trascinano al rialzo la borsa a Hong Kong Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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.
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.
- 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
- 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
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
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.
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
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.
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
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.
NIO's strategic Firefly launch reveals the real story behind EV market evolution. While Tesla faces a massive $1.75 billion judgment over Autopilot safety, the used EV market explodes with 545,000 transactions showing 30% growth. This deep dive analyzes three interconnected stories reshaping the electric vehicle industry.In this episode, we explore NIO's European expansion strategy with Firefly deliveries starting August 14th in Norway and Netherlands, targeting BMW Mini and Mercedes Smart competitors. Discover why the used EV market revolution is creating new customer segments, with nearly-new vehicles selling at 30-50% discounts while maintaining premium features.We also examine the Tesla Autopilot case precedent and its implications for autonomous driving liability across the industry. From NIO's asset-light global expansion to market maturation signals in the secondary EV market, this analysis goes beyond delivery numbers to uncover the real drivers of EV industry transformation.Key topics covered: NIO Firefly global launch, used electric vehicle market analysis, Tesla Autopilot legal implications, EV market maturation, autonomous driving safety, Chinese EV international expansion, premium compact car strategy, electric vehicle resale values, ADAS liability frameworks.Perfect for investors, EV enthusiasts, and anyone seeking deeper market insights beyond surface-level automotive news. This objective analysis provides the strategic perspective you need to understand where the EV industry is really heading.
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's July delivery numbers just dropped - 21,017 vehicles delivered, up 2.53% year-over-year. But while everyone debates whether this is good or bad, they're missing the massive story happening behind the scenes.WHAT THE JULY NUMBERS ACTUALLY REVEAL:✅ NIO main brand: 12,675 units (down 38% YoY - but here's why that's actually bullish)✅ Onvo delivered 5,976 units ahead of the L90 official launch✅ Firefly: 2,366 units in its early rollout phase✅ Total 2025 deliveries: 135,167 vehicles (up 25.24% YoY)THE REAL STORY BEHIND THE NUMBERS:Onvo L90 launched at 265,800 yuan with immediate delivery starting in 44 citiesTest drive fleet expanded from 600 to 1,000 vehicles due to overwhelming demandPolestar's epic China failure (69 vehicles sold in 6 months) proves NIO's strategy worksAI revolution reshaping the entire Chinese EV competitive landscapeThis deep dive goes beyond surface-level delivery analysis to uncover the business strategy, competitive positioning, and market dynamics that will drive NIO's next major move.DISCLAIMER: Educational content only. Not financial advice. Do your own research before investing.KEYWORDS: NIO July deliveries, NIO stock analysis, Onvo L60, Chinese EV deliveries July 2025, NIO earnings, EV delivery numbers, NIO vs competition, Chinese electric vehicles
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
NIO just delivered some MASSIVE news that sent the stock soaring 40%. The Firefly achieved the highest safety ratings in China - even beating Tesla's Model 3. But that's just the beginning. We're breaking down NIO's aggressive multi-brand strategy, the defamation lawsuits against competitors, and THREE major product launches happening right now.In this deep dive analysis, we cover:Firefly's unprecedented safety achievement and what it means for global expansionOnvo L90 launch details and why it's driving massive investor optimismThird-generation ES8 spy shots and positioning strategyWhy NIO is suing prominent bloggers and Li Auto supportersComplete breakdown of NIO's multi-front market approachTechnical specifications, pricing, and delivery timelines for all new modelsStrategic analysis of Battery-as-a-Service pricing modelCompetition analysis and market positioning insightsThis isn't just another NIO stock update - we're analyzing the business strategy behind every move. Whether you're a current NIO investor, considering a position, or just interested in the EV market dynamics, this episode breaks down exactly what's happening and why it matters.Full transparency: I'm invested in NIO but committed to objective analysis. We look at both the opportunities and the risks in this complex multi-brand execution.Key data points covered: Safety ratings comparison with Tesla, Onvo L90 pricing starting at $39,000, ES8 dimensional increases, delivery numbers, and production timeline updates.
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
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.
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.
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
- China Likely Headed for New EV Regs and Policies - Automakers Push Back Against Dealer Laws - Volvo Wants EU to Drop U.S. Import Tariffs - BMW Recycles Old Plastic for 3D Printers - NHTSA Nominee Would Prioritize Speed and Tech - U.S. Removes Emission Fines As Far Back As 2022 - Buick Adds EREV Tech to China Sedan - Ford Reveals EREV Bronco Sport for China - Ford Bronco Sport BEV - NIO Cracks Down on Battery Swap Abuse - Hyundai's Interesting Approach to Planting Trees
- China Likely Headed for New EV Regs and Policies - Automakers Push Back Against Dealer Laws - Volvo Wants EU to Drop U.S. Import Tariffs - BMW Recycles Old Plastic for 3D Printers - NHTSA Nominee Would Prioritize Speed and Tech - U.S. Removes Emission Fines As Far Back As 2022 - Buick Adds EREV Tech to China Sedan - Ford Reveals EREV Bronco Sport for China - Ford Bronco Sport BEV - NIO Cracks Down on Battery Swap Abuse - Hyundai's Interesting Approach to Planting Trees
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
In this episode of the Stock Invest.US podcast, Jim Strømberg discusses the current state of the stock market, focusing on the $1,000 challenge and the upcoming economic indicators that could impact market performance. He provides insights into quarterly earnings reports from major companies, predictions for the week ahead, and an update on the cryptocurrency market. Jim emphasizes the importance of understanding market signals and shares his personal investment strategies.TakeawaysThe $1,000 challenge has grown to over $3,000.Upcoming consumer price index data is crucial for market predictions.Quarterly earnings reports from major banks will influence market trends.Expectations for Netflix's earnings could lead to a stock decline.Market predictions suggest a potential red week ahead.Jobless claims data will impact interest rate discussions.Bitcoin is approaching $120,000, indicating a strong crypto market.NIO is showing signs of recovery, with analysts optimistic about its future.Understanding earnings expectations can affect stock prices significantly.Market signals indicate a mix of buy and sell opportunities. stock market, earnings reports, inflation, economic indicators, investment strategies, cryptocurrency, market predictions, financial analysis, trading tips, portfolio management© 2025 StockInvest.us from UAB "Exigam"
Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic00:53 Balancing Short-Term Information with Long-Term Goals02:17 John's Suggestion and Our Approach04:44 Identifying Long-Term Value Drivers05:03 Secular Tailwinds and Industry Analysis06:44 Challenges in Renewable Energy and EVs11:18 Competitive Advantages in Investing13:55 Economic Moats and Market Disruptions23:23 Resilience to Economic Conditions28:03 Healthcare Technology and Long-Term Trends31:50 Discussing Intuitive Surgical's Long-Term Growth36:06 Amazon's Strategic Spending and Long-Term Vision39:00 Meta's Year of Efficiency and Market Recovery40:03 Evaluating Enphase and CrowdStrike's Market Position52:56 Investment Strategies and Portfolio ExamplesCompanies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
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.