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., Hengchi
• Foreign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, Maserati
• Tech & Mobility Players: Momenta
• Rental/Service Platforms: Car Inc., China Driven (media/content)

Listen on: Apple Podcasts Spotify

Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on international expansion, technology infrastructure, battery innovations, brand strategies, and the impact of global market trends.

The speakers discuss the challenges faced by legacy brands and the rise of new brands, highlighting the dynamic nature of the industry and the anticipated vehicle launches that could shape the future of the market.

Keywords

EVs, international markets, battery technology, brand strategies, Chinese automotive industry, market dynamics, vehicle launches, consumer insights, technology infrastructure, legacy brands

Listen on: Apple Podcasts Spotify