Best Lei Xing Podcasts (2025)

1
Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout 1:01:33

22h ago1:01:33

1:01:33

Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPen…

1
Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled 1:10:00

14d ago1:10:00

1:10:00

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market, and the challenges faced by Xiaomi. The conversation also delves into the rise of robotaxis and autonomous veh…

1
Special Episode - On the Road (Beijing to Shanghai) 24:57

14d ago24:57

24:57

Tu and Lei embark on a road trip from Beijing to Shanghai in a NIO ET5, discussing their experiences with the vehicle, insights from the Shanghai Auto Show, and the advancements in battery swapping technology. They share their thoughts on the driving experience, the NOP+ intelligent driving features, and the overall user experience, concluding with…

1
Episode #208 - Reflections: AutoShanghai2025, Roadtrip: Beijing to Shanghai 1:11:44

22d ago1:11:44

1:11:44

In this episode, Tu and Lei discuss their recent experiences at the Shanghai Auto Show and the evolving landscape of electric vehicles (EVs) in China. They reflect on the advancements in Chinese EV brands, the strategies of foreign automakers, and the innovative power swap technology that is gaining traction. They also discuss the notable absences …

1
Episode #207 - AutoShanghai2025 Preview, Tu in San Diego, Lei in NYC 1:00:28

1M ago1:00:28

1:00:28

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key events such as the New York Auto Show and the upcoming Shanghai Auto Show. They highlight BYD's recent achievements, including winning prestigious awards and expanding its global presence. The conversation also touches on the challenges …

1
Episode #206 - Trade War, Tesla Juniper Sales, Porsche China Needs a Hug 43:25

2M ago43:25

43:25

In this episode, Tu and Lei discuss the current state of the automotive industry, focusing on the impact of tariffs between the US and China, the performance of major automakers like Porsche, and the shifting dynamics in the premium market in China. They also touch on the upcoming Auto Shanghai 2025 and the implications of new product launches in t…

1
Episode #205 - Tariffs, Tariffs, Tariffs, March Sales, eVTOL Takes Off in China 50:32

2M ago50:32

50:32

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of political decisions and trade tariffs on the industry. They analyze the sales performance of major players like BYD and Tesla, the challenges faced by NIO, and the implications of recent accidents involving intelligent driving …

1
Episode #204 - Bring Your Dollars – BYD, Tariffs, and the Global EV Shakeup 52:37

2M ago52:37

52:37

In this week’s episode of China EVs & More, Tu Le and Lei Xing dive deep into two massive stories shaping the global auto industry: tariffs and BYD’s dominance. 🇨🇳🚗💥 Topics covered: • The impact of new U.S. tariffs on EVs and parts, and what it means for Tesla, the Big 3, and global supply chains • BYD’s explosive growth: from 500K to over 5 millio…

1
Episode #203 - BYD's Faster than Filling Up, NIO Keeping On 1:03:20

2M ago1:03:20

1:03:20

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the competitive landscape between major players like BYD and NIO. They explore the implications of recent announcements regarding charging technology, battery swapping, and new vehicle launches, while also addressing the challenges faced by …

1
Episode #202 - What Juniper Is Up Against, Tariffs Loom for Large Legacy Auto, Pony AI Dialing Up Robotaxis 49:57

3M ago49:57

49:57

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze various EV models, including the G6 and Model Y, and explore the implications of lidar technology and RoboTaxis. The conversation also touches on the challenges faced by legacy …

1
Episode #201 - Feb Sales, The EMPIRE(S) Strikes BACK, MX & CA Tariffs start TODAY - JK! 55:14

3M ago55:14

55:14

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on competition, technology, and consumer preferences. They analyze the impact of new models like the XPeng G6 and the challenges faced by legacy automakers like Volkswagen and NIO. The conversation highlights the importance of technology, such …

1
Episode #199 - Renault Up, Merc Down, The Porsche (Management) Shuffle, The Year of AVs (according to Robin Li) 57:59

3M ago57:59

57:59

In this episode, Tu and Lei focus on the earnings reports from major automakers Mercedes, Porsche, and Renault. They explore the implications of these reports on the global market, particularly China's pivotal role in the EV landscape. The conversation delves into the competitive dynamics between Chinese and German automakers, the advancements in a…

1
Episode #200 - Reflections on 200 Episodes, Xiaomi SU7 Ultra 1:10:17

3M ago1:10:17

1:10:17

In this episode, Tu and Lei celebrate their 200th episode by reflecting on the evolution of the electric vehicle (EV) market, particularly in China. They discuss the rise of intelligent driving technologies, the impact of Tesla's Full Self-Driving (FSD) system, and the recent launch of Xiaomi's SU7 Ultra. The conversation also touches on the challe…

1
CEM MAX #20 - ClearMotion CEO, Christian Steinmann 29:03

3M ago29:03

29:03

In this conversation, Christian Steinman shares his extensive experience in the automotive industry, detailing his journey from traditional automotive roles to becoming the CEO of ClearMotion. He discusses the challenges and innovations in active suspension technology, the collaboration with NIO, and insights gained from CES 2025, emphasizing the n…

1
Episode #198 - BYD Does it Again, Understanding China's SOEs, 2025's Bumpy Roads 51:21

4M ago51:21

51:21

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on BYD's recent announcements regarding their smart driving technology, the competitive landscape of the automotive industry, and the implications of state-owned enterprises in China. They explore the challenges and opportunities for both domes…

1
Episode #197 - Year #3 of the Price War, Evolving Legacy Auto Strategies, Battery Swapping Standards in 2025? 55:34

4M ago55:34

55:34

In this episode, Tu and Lei discuss the latest developments in the China EV market, including the ongoing price war among manufacturers, the challenges faced by Tesla, and the impact of tariffs on the automotive industry. They also explore the strategies of foreign automakers in China, the significance of local production, and the role of technolog…

1
Episode #196 - Lunar New Year, Tesla’s Autonomy Push, and Global Auto Trends 56:26

4M ago56:26

56:26

In this episode of China EVs & More, hosts Tu Le and Lei Xing dive into the biggest news in the global EV, AV, and mobility sectors. The episode kicks off with a discussion on the impact of the Lunar New Year on China’s auto market, including the significance of the Spring Festival Gala as a marketing platform for Chinese EV brands. The hosts break…

1
Episode #195 - Tariffs Loom, Tesla Juniper Ambush, FSD Approval in China 51:48

4M ago51:48

51:48

In this episode, Lei Xing and Tu Le discuss the latest updates in the global EV, AV, and mobility sectors. Key topics include: • US-China Trade & Tariffs – The impact of Biden’s 100% tariff on Chinese EVs and how Trump’s possible return could reshape trade policies. • Tesla Updates – The launch of the new Model Y (Juniper) and its effect on competi…

1
Episode #194 - 2024 Summarized in Numbers, Tesla Model Y Juniper is here, CES Highlights 1:07:56

4M ago1:07:56

1:07:56

Welcome to Episode 194 of the China EVs and More podcast! In this episode, hosts Tu Le and Lei Xing wrap up 2024 and share insights into the global EV and mobility sectors. Key topics discussed include: 1.China’s Dominance in the EV Market: •China’s remarkable sales of nearly 13 million NEVs in 2024, representing a 50% domestic market share. •The c…

1
Episode #193 - End of the Biden Era, Tesla's China Strategy, Tu's Detroit Auto Show Experience 1:11:52

4M ago1:11:52

1:11:52

In this episode, hosts Tu Le and Lei Xing discuss the latest developments in the electric vehicle (EV) market, reflecting on the Biden administration's impact on the industry. They analyze the significant growth of new energy vehicles (NEVs) in China, the challenges faced by foreign automakers, and Tesla's strategic positioning in the market. The c…

1
Episode #192 - NIO Day, DeepDive on Battery Swapping, CES Preview 56:58

4M ago56:58

56:58

Welcome to Episode 192 of the China EVs and More podcast! In this episode, Tu Le and Lei Xing dive into the latest developments shaping the global electric vehicle (EV), autonomous vehicle (AV), and mobility sectors. Key topics include: 1.NIO Day 2024 Highlights: •The debut of NIO’s Firefly brand targeting affordable EV markets. •The unveiling of t…

1
Episode #191 - Jiyue Blows Up, China EV Reset, NIO's Ambitious 2025 and Beyond 1:04:41

5M ago1:04:41

1:04:41

Join hosts Lei Xing and Tu Le in this dynamic episode of China EVs and More as they dissect the week’s most pivotal news and developments in the global EV, AV, and mobility sectors. From corporate shake-ups to industry resets, the discussion highlights critical issues shaping the future of mobility. Discussion Topics: • The sudden challenges and re…

1
Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk 58:39

6M ago58:39

58:39

Summary In this episode, Tu Le and Lei Xing discuss the latest trends and insights in the electric vehicle (EV) market, focusing on sales data from November, the competitive landscape involving major players like Tesla and BYD, and the challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications o…

1
Episode #182 - September Sales, Global Competition and EU Tariffs 56:01

6M ago56:01

56:01

In this episode of China EVs & More, Tu Le and Lei Xing dive into the booming September sales figures in China’s EV market and the ongoing impact of geopolitical factors on the global automotive industry. They analyze the latest trends, such as the shift towards EREVs (Extended Range Electric Vehicles), China’s competitive dynamics, and the EU’s ne…

1
Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week 1:04:06

6M ago1:04:06

1:04:06

In this episode of the China EVs & More podcast, Tu Le and Lei Xing provide a comprehensive analysis of recent developments in the global EV and mobility sectors, with a spotlight on Tesla’s “We Robot” event and China’s growing influence in the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, …

1
Episode #184 - Paris Motor Show Recap Special! 55:17

6M ago55:17

55:17

In this engaging episode of the China EVs & More podcast, Tu Le and Lei Xing recap their experience at the 2024 Paris Motor Show, offering insights into the evolving global EV landscape. Highlights include discussions on the growing influence of Chinese automakers in Europe, the resurgence of European brands like Renault, and key geopolitical chall…

1
Episode #187 - XPeng's AI Day, Audi Re-brand non Re-brand, What Trump's Win Means 59:41

7M ago59:41

59:41

The podcast begins with Tu and Lei briefly discussing the XPeng's AI Day where XPeng unveiled a few different strategic initiatives including the development of a robotaxi and the design of its own silicon to help run it. The biggest news from XPeng was that they are entering the EREV space. The conversation then moves over to Audi's brand launch i…

1
Episode #185 - Lei in China, Tesla Earnings, Tu's Reuter's Conference Experience 1:01:03

7M ago1:01:03

1:01:03

The podcast starts with Lei seeing Tesla - all over Shanghai. Tu goes a step further saying that the Tesla brand is stronger in China than the Porsche brand. The conversation broadens out to a brief discussion about the Tesla earnings call and what analysts expect Tesla sales numbers to be in Q4 and whether or not they can match their sales from 20…

1
Episode #186 - BYD Keeps Smashing Records, Germany Legacy Inc Continue Struggles, Avoiding a Trade War 53:54

7M ago53:54

53:54

Tu and Lei discuss BYD's continued success and marvel at their ability to break record after record. Tu points out that their operation efficiency is one big reason they're able to continue this blistering growth. This leads to a larger conversation about October sales and the sales drops of the European automakers (BMW, Mercedes, Volkswagen Group,…

1
Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions 39:35

7M ago39:35

39:35

Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial institutions reactions to those new stimulus policies. Tu asks Lei to go over some of the vehicle launche…

1
Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries 1:05:31

8M ago1:05:31

1:05:31

Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation for Legacy Auto in China even worse. Tu shifts gears and discusses how carmakers can still differentiate themselves even if they're using the same technology or more specifically, the same silicon to…

1
Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some 46:10

9M ago46:10

46:10

Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a long moment to discuss this because this news sent shockwaves across the industry and is the realization to the world, if not clear yet, China EV Inc is putting the world on notice - that's its here and…

1
Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW) 57:40

9M ago57:40

57:40

The podcast starts with Tu and Lei's thoughts on the XPeng's Mona M03 and the aggressive pricing that was announced for the vehicle. This evolves into a recap of XPeng history on product launches and the hope that this launch can be more successful than their past ones. Tu mentions that there are bad takes out there and emphasizes that price doesn'…

1
Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? 44:32

9M ago44:32

44:32

Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially. Tu moves the conversation over to the improvement in XPeng's earnings and the momentum they may have when launching the Mona M03. The discussion moves over to who the global…

1
Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul 38:23

9M ago38:23

38:23

Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng over the last 10 years. Lei and Tu then move to discuss the speed of change and product refreshes. The automo…

1
Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take 47:47

10M ago47:47

47:47

Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shifts to reports that the Biden administration is looking at restricting Chinese connected, intelligent driving technology for use on US roads including the ability to collect data on Americans. They proje…

1
Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition 46:45

10M ago46:45

46:45

The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also…

1
Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs 47:18

10M ago47:18

47:18

Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that p…

1
Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next 37:56

10M ago37:56

37:56

Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few …

1
Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ 57:34

11M ago57:34

57:34

Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sa…

1
Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception 44:20

11M ago44:20

44:20

Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all me…

1
Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated 51:25

11M ago51:25

51:25

Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt o…

1
Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation 39:23

12M ago39:23

39:23

Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands fu…

1
Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks 35:52

1y ago35:52

35:52

This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to…

1
Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China 38:13

1y ago38:13

38:13

Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns …

1
Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show) 1:12:37

1y ago1:12:37

1:12:37

First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen. For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent dr…

1
Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area) 1:01:03

1y ago1:01:03

1:01:03

Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shangha…

1
Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6 39:22

1y ago39:22

39:22

Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV. Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xi…

1
Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations 32:14

1y ago32:14

32:14

Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast t…

1
Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024 35:25

1y ago35:25

35:25

This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle. The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take…

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Lei Xing Podcasts

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