China EVs & More

**China just laid out its automotive roadmap through 2030—and electrification is only the beginning.**

In Episode #262 of **China EVs & More**, Tu Le and Lei Xing unpack China's new Five-Year Plan for intelligent connected NEVs, including a **70% passenger-vehicle NEV target**, stronger global ambitions for Chinese automakers and a push to influence international automotive technology and standards.

But China's domestic auto market is also shrinking. NEVs reached **65.7% of domestic sales**, while the overall market has lost 2.54 million vehicles through August—putting even more pressure on BYD, Tesla and the foreign legacy automakers.

We also discuss:

- 🇨🇳 Why China's next auto battle is about intelligence, connectivity and global influence
- ⚡ Tesla's resilience in China and dependence on the Model Y
- 🇺🇸 The U.S. debate over banning Chinese connected vehicles
- 🔋 Ford, CATL and America's dependence on Chinese LFP battery technology
- 🇨🇦 Why U.S.-Canada trade tensions matter for the auto industry
- 🇩🇪 Whether Volkswagen, GM, Ford and other legacy OEMs need deeper restructuring
- 🌎 Why Chinese EV makers are becoming more aggressive globally

**China has a long-term automotive strategy. What's the U.S. strategy—and can Western automakers move fast enough to compete?**

👇 Tell us what you think, and subscribe to **China EVs & More** for weekly analysis of China, EVs, autonomous driving and the global auto industry.

**Topics:** China EVs, China auto market, Tesla China, Ford CATL, Chinese EVs USA, Volkswagen, BYD, Geely, CATL, LFP batteries, EV policy, autonomous driving, global automotive industry.

SEO Key Words
China EVs, Chinese EVs, China EV market, China auto market, China EV policy, China Five-Year Plan, China NEV sales, Chinese automakers, Chinese EVs USA, China EV ban, Connected Vehicle Security Act, Tesla China, Tesla Model Y, BYD, Geely, Ford CATL, CATL, LFP battery, Volkswagen China, GM China, Mercedes-Benz, Leapmotor Europe, China auto exports, intelligent connected vehicles, autonomous driving China, EV policy, global auto industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights
Companies / organizations mentioned
Tesla, BYD, Geely, Chery, SAIC Motor, Volkswagen Group, Volkswagen, Mercedes-Benz, BMW, Ford, CATL, Slate, Gotion, Stellantis, Leapmotor, Volvo, Xiaomi, AITO, General Motors, Porsche, Bugatti Rimac

Time Stamps
00:00 Welcome to China EVs & More #262
00:43 China's new 2026–2030 auto plan
02:08 Is China's 70% NEV target too conservative?
02:50 Chinese brands reach nearly 78% share
03:20 China's auto market loses 2.54M vehicles
04:20 NEVs rise while China's overall market shrinks
05:10 Geely gains ground as BYD & Tesla face pressure
05:45 Tesla expands the Model Y lineup in China
07:15 Why Tesla remains surprisingly resilient
08:15 China's EV race moves beyond electrification
09:05 Is consolidation finally coming?
09:55 China wants to influence global automotive standards
10:25 The U.S. moves to restrict Chinese connected vehicles
11:50 Could Chinese EVs still enter the U.S.?
12:55 Ford vs. Washington over CATL battery technology
14:20 Does America actually have an auto strategy?
15:00 Why Ford says it's being unfairly targeted
16:25 Why the U.S. still needs Chinese LFP technology
18:25 U.S.-Canada trade tensions hit Michigan
19:40 Does banning Chinese EVs make U.S. automakers stronger?
20:10 Volkswagen's massive restructuring
21:35 Do GM, Ford & BMW need deeper cuts?
23:20 Volkswagen's China profits collapse
24:15 Why legacy automakers may need to hit RESET
25:25 Chinese EV makers get more aggressive in Europe
26:10 Ford & Geely's European strategy
26:30 Xi Jinping's U.S. visit & China's auto CEOs
27:15 Remembering 9/11 — 25 years later
30:25 China joining the WTO changed the auto industry
31:00 Cadillac, the US Open & Tesla FSD
32:40 Final thoughts

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China has roughly 700 NEV models on sale—but only 56 sell more than 5,000 units a month. That's how brutal the world's most competitive EV market has become.
In Episode #260 of China EVs & More, Tu and Lei break down China's accelerating EV shakeout as regulators scrutinize quality, BYD reports weaker results, Li Auto struggles to regain momentum and XPeng pushes deeper into AI, autonomous driving and robotics.
We also discuss:
🇨🇳 Why China is cracking down on "speed-built" vehicles
📉 BYD's weaker results and Geely's growing resilience
🚗 Why only 56 of ~700 NEV models sell 5K+ units/month
⚔️ Li Auto, XPeng & Leapmotor's race toward profitability
🤖 China's rapidly evolving AI and intelligent-driving battle
🇨🇦 What the U.S.-Canada trade breakdown could mean for Chinese EVs
🚕 Waymo's ZEEKR Ojai global expansion
🇰🇷 Why Hyundai-Kia could become a global Top 3 automaker
⚠️ Lei's alarming Tesla FSD encounter with an approaching train
As China's market shrinks, who survives—and which companies become the next global automotive giants?
👇 Join the discussion and subscribe to China EVs & More for weekly analysis of China, EVs, autonomous driving and the global auto industry.
Topics: China EVs, BYD, Geely, XPeng, Li Auto, Leapmotor, Tesla FSD, Waymo, Hyundai, Chinese EV market, autonomous driving, robotics.
Keywords
China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, China EV sales, China EV price war, China EV shakeout, BYD, BYD earnings, Geely, Geely Xingyuan, XPeng, XPeng VLA, Li Auto, Leapmotor, NIO, Tesla China, Tesla FSD, autonomous driving China, intelligent driving, AI cars, Waymo, ZEEKR Ojai, robotaxi, Hyundai, Hyundai Kia, Chinese EVs Canada, China auto exports, EV news, global automotive industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights
Key companies/brands mentioned
BYD, Geely, XPeng, Li Auto, Leapmotor, NIO, ONVO, Volkswagen, FAW-Volkswagen, Stellantis, Tesla, Xiaomi, Huawei, Black Sesame, Momenta, Waymo, ZEEKR, Pony.ai, GAC Aion, ARCFOX, Hyundai, Kia, Genesis, Boston Dynamics, CATL, Gotion, Ford, General Motors, Mercedes-Benz, BAIC.
⏱️ Episode #260 — Chapters
00:00 Welcome to China EVs & More #260
00:56 BYD, XPeng, Li Auto & Leapmotor earnings
01:25 China cracks down on EV quality
02:15 What is China's MIIT?
02:40 China's "speed-built" vehicle problem
03:30 Has China's EV price war gone too far?
05:05 Geely Xingyuan & BYD face regulatory scrutiny
06:10 BYD earnings disappoint
06:35 Geely shows more resilience in China
07:00 700 EV models—but only 56 real winners
08:20 Li Auto's EREV advantage disappears
09:10 Can Li Auto find a new competitive moat?
10:15 Li Auto's biggest global weakness
11:20 XPeng pushes deeper into AI & robotics
12:25 Leapmotor reaches profitability—but pressure builds
12:45 China's shrinking auto market raises the stakes
13:25 Volkswagen's new China EVs face brutal competition
15:05 XPeng & Leapmotor benefit from global partners
15:45 U.S.-Canada trade talks break down
16:30 What happens to Tesla FSD in China?
17:35 China's autonomous-driving race accelerates
19:50 Could Chinese EVs benefit from U.S.-Canada tensions?
21:10 Waymo's ZEEKR Ojai expands globally
22:15 Why Michigan could lose the EV investment race
24:35 What to watch in China's EV market through year-end
25:50 Xi's U.S. visit & Chinese EV restrictions
27:40 China's robotics industry faces U.S. restrictions
28:00 Another Chinese EV dream dies
28:55 Hyundai-Kia's huge global ambitions
30:20 Can Hyundai really recover in China?
31:00 Why Hyundai-Kia could become a global Top 3 automaker
32:00 Luxury cars are changing fast
33:10 Hyundai, robotics & the next mobility battle
34:45 Will vehicle sales still matter in 10 years?
35:40 Tesla FSD's frightening railroad encounter
37:45 Final thoughts
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BMW and Volkswagen are getting more aggressive in China—but NIO, ZEEKR and the Chinese competition aren't slowing down.
In Episode #259 of China EVs & More, Tu and Lei break down the biggest developments from the Chengdu Motor Show, including aggressive pricing from BMW's Neue Klasse iX3 and Volkswagen launching an EV for under RMB90,000 (~$15K).
Meanwhile, NIO's ES8 continues dominating the premium BEV segment, ZEEKR's 9X pushes above RMB500,000, and Geely is attacking the global affordable-EV market with the Xingyuan/EX2.
We also discuss:
🇩🇪 BMW & Volkswagen's new China pricing strategy
🔥 NIO ES8 vs. ZEEKR 9X in China's premium market
🌎 Geely, BYD & Chery's accelerating global exports
🤖 Waymo's ZEEKR Ojai robotaxi rollout
🚕 Baidu, Pony.ai & Uber's global robotaxi expansion
🧠 China's autonomous-driving chips moving into Europe
🤝 Stellantis & Dongfeng deepen their China partnership
📉 The spectacular collapse of Evergrande's EV ambitions
Topics: China EVs, BMW China, Volkswagen China, NIO ES8, ZEEKR 9X, Geely, BYD, robotaxi, Waymo, Pony.ai, autonomous driving, China auto exports.
🔎 Search-Optimized Keywords: China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, BMW China, BMW iX3, Neue Klasse, Volkswagen China, Volkswagen EV, NIO, NIO ES8, ZEEKR, ZEEKR 9X, Geely, Geely Xingyuan, Geely EX2, BYD, Chery, Mercedes China, XPeng, Tesla China, China auto exports, Chinese EV exports, Chengdu Motor Show, robotaxi, Waymo, ZEEKR Ojai, Pony.ai, Baidu Apollo Go, Uber robotaxi, autonomous driving China, Horizon Robotics, Stellantis China, Dongfeng, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights
Key Companies & Brands: BMW, Volkswagen Group, Volkswagen, Mercedes-Benz, NIO, ZEEKR, Geely, BYD, Chery, XPeng, Tesla, SAIC Volkswagen, Horizon Robotics, Waymo, Uber, Pony.ai, Baidu, ZOOX, Nuro, Wayve, Stellantis, Dongfeng, Jeep, Bosch, NVIDIA, Black Sesame, Huawei, Li Auto, Evergrande, Hengchi
⏱️ Episode #259 Chapters
00:00 Welcome to China EVs & More #259
00:56 Chengdu Motor Show & the week's biggest stories
01:45 BMW gets aggressive with the new iX3
03:15 Is pricing power disappearing in China?
03:45 Volkswagen launches a ~$15K EV
04:55 VW now competes directly with BYD & XPeng
05:10 Are Volkswagen's new China EVs selling?
06:20 NIO ES8 momentum keeps building
06:50 Is the NIO ES8 China's best EV value?
07:45 NIO & ZEEKR attack the premium Germans
08:15 Geely earnings & the Xingyuan's global push
09:05 Waymo's ZEEKR Ojai robotaxi expands
09:45 Pony.ai, Baidu & Uber take robotaxis global
10:50 Why ZEEKR could transform robotaxi economics
12:55 Is Waymo's Ojai good enough?
13:50 The global robotaxi battle heats up
14:25 Mercedes launches its China-developed GLE
15:20 Geely's ICE strategy vs. BYD
16:05 China heads toward 3M+ exports from BYD, Geely & Chery
16:45 Chinese autonomous-driving chips enter Europe
17:25 NVIDIA faces growing Chinese competition
18:40 Stellantis & Dongfeng deepen their China partnership
20:35 Evergrande: From EV ambitions to spectacular collapse
24:00 Final thoughts

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Chinese automakers just captured 77.4% of China's passenger-vehicle market—and exports have topped one million vehicles for two consecutive months.
In Episode #258 of China EVs & More, Tu and Lei unpack a dramatic shift in the world's largest auto market: Chinese brands dominating at home, NEVs approaching 70% of domestic passenger-vehicle sales, and China's automakers increasingly turning to exports as domestic demand weakens.
We discuss:
🇨🇳 Chinese brands reaching 77.4% market share
🌎 China's 1M+ monthly vehicle export run rate
🔋 PHEV exports surging into Europe
📉 BYD's slowdown and Geely Xingyuan's rise
🇩🇪 Why Volkswagen may bring China-developed EVs to Europe
🇺🇸 GM, Ford and the growing pressure on legacy automakers
⚡ Tesla's resilience in China despite brutal competition
🔄 Lei's firsthand experience with NIO Firefly and battery swapping
🤖 China's accelerating autonomous-driving advantage
🚗 Why foreign automakers may still not have found the bottom in China
Is China's auto industry entering the next phase—where its biggest growth opportunity is no longer China, but the rest of the world?
Topics: China EVs, Chinese automakers, BYD, Geely, Volkswagen China, GM China, Tesla China, NIO, China auto exports, PHEV, EV sales, autonomous driving.
SEO Keywords: China EVs, Chinese EVs, China EV market, China auto market, Chinese automakers, China auto sales, China auto exports, Chinese car exports, China NEV sales, China EV sales, BYD, Geely, Geely Xingyuan, Volkswagen China, Volkswagen EV, GM China, Ford China, Tesla China, NIO, NIO Firefly, XPeng, Chery, Li Auto, Leapmotor, PHEV, EREV, Chinese EVs Europe, China EV exports, autonomous driving China, battery swapping, global EV market, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights
Companies/brands: BYD, Geely, Volkswagen Group, Volkswagen, BMW, Mercedes-Benz, General Motors, Buick, Cadillac, Chevrolet, Ford, Lincoln, Tesla, NIO, Firefly, XPeng, Chery, Leapmotor, Land Rover, WEY, Fiat, Stellantis, Waymo, Baidu, Wayve, HIMA, Huawei, MAEXTRO, MG, CATL.
Timestamps:
00:00 Welcome to China EVs & More #258
01:05 Lei returns from six weeks in China
02:45 BYD slows as Geely Xingyuan takes #1
03:20 Chinese automakers hit 77.4% market share
04:00 China's NEV share approaches 70%
04:15 China exports 1M+ vehicles per month
05:05 What China's export surge means for the world
06:20 Volkswagen considers bringing China-made EVs to Europe
07:35 Why speed matters more than size
08:05 China's PHEV exports surge into Europe
09:00 The EU's PHEV tariff loophole
09:55 Why EREVs could take off in America
11:10 China's domestic auto market faces a major decline
12:55 New EV launches keep coming despite the slowdown
13:35 China's slowdown hits Volkswagen, BMW & Mercedes
15:50 Is this the end of the old guard in China?
16:00 Chevrolet officially exits the China market
17:00 GM doubles down on Buick & Cadillac
18:00 Chinese automakers take the fight global
19:25 China vs. Detroit: Lei's reverse culture shock
20:30 Woodward Dream Cruise & the future of cars
21:35 Waymo's robotaxi fleet keeps growing
23:20 Lei drives the NIO Firefly
24:30 NIO Firefly pricing & battery swapping
25:55 China's brutal small-EV segment
27:30 Can a $15K Firefly work outside China?
29:20 Inside Huawei's massive HIMA store
30:35 Ford pulls Lincoln Nautilus production from China
31:25 What happened to Lincoln in China?
32:45 Final thoughts
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GM is doubling down on China for another 20 years—just as China's auto market enters one of its toughest periods in years.
In Episode #257 of China EVs & More, Tu and Lei break down General Motors' extension of the SAIC-GM joint venture, China's slowing domestic auto market, booming vehicle exports, and what it all means for global automakers competing with BYD, Geely, Chery, NIO, XPeng and other Chinese OEMs.
We also discuss:
🇨🇳 Why GM is committing to China for another 20 years
📉 China's potential auto-market contraction and coming industry shakeout
🌎 Chery's massive export growth and China's global auto expansion
🇺🇸 Ford's ~$28K Fathom and its strategy for competing with Chinese EVs
🤖 Lei's firsthand experience with NIO's latest intelligent-driving system
🔋 NIO's next-generation battery swapping strategy
🇧🇷 BYD's Brazil manufacturing and flex-fuel strategy
🇩🇪 Why Volkswagen and other legacy automakers remain under pressure in China
Is China's slowdown finally going to force consolidation—and are Western automakers moving fast enough to compete?
Whether you're an automotive executive, engineer, supplier, investor or simply following the transformation of the global auto industry, Episode #257 provides firsthand context on what is happening inside the world's largest and most competitive automotive market.
Subscribe to China EVs & More for weekly analysis of China, EVs, autonomous driving, mobility technology and the rapidly changing global automotive industry.
Search-Optimized Keywords:
China EVs, China EV, Chinese EVs, China EV market, China auto market, China automotive industry, Chinese automakers, China auto sales, China vehicle exports, Chinese car exports, China auto slowdown, China EV price war, GM China, General Motors China, SAIC-GM, GM China joint venture, Buick China, Ford EV, Ford Fathom, affordable EV, Jim Farley, BYD, Chery, Geely, NIO, XPeng, Li Auto, Leapmotor, Xiaomi EV, Tesla China, Volkswagen China, NIO battery swap, NIO autonomous driving, intelligent driving China, autonomous driving, ADAS, Level 3 autonomous driving, EV news, global automotive industry, China EV podcast, China EVs & More, Tu Le, Lei Xing, Sino Auto Insights.
Timestamps
00:00 Welcome to China EVs & More #257
00:58 Lei reports from Shenzhen
02:15 GM commits to China for another 20 years
05:25 GM's nearly 30-year history in China
08:45 Why GM is doubling down on China
10:15 GM turns China into a global export hub
12:15 Chinese automakers take over Australia's EV market
13:45 China's auto market faces a major slowdown
15:10 Could China's slowdown finally force consolidation?
16:05 Chery's exports explode: 200,000 vehicles in one month
17:00 Volkswagen's China struggles & the ADAS battle
18:25 Why legacy automakers are still moving too slowly
19:30 GM's Buick & Wuling strategy in China
22:00 Ford's ~$28K Fathom EV takes aim at affordable EVs
23:05 Can Ford finally compete with Chinese EVs?
25:15 Ford vs. GM: Two very different EV strategies
27:25 Lei tests NIO's latest intelligent driving
28:20 NIO's ADAS takes on Tesla FSD
31:00 NIO hits 4,000 battery swap stations
31:25 BYD's Brazil strategy: BEV, PHEV, gasoline & ethanol
33:05 China's latest EV launches & Huawei goes viral
34:10 Why America can't buy the electric Ford Bronco
35:05 Leapmotor joins China's 100,000-unit club
35:30 Tesla Model Y remains resilient in China
36:25 China's race toward Level 3 autonomous driving
37:15 Can NIO reach profitability without new models?
38:20 China's EV shakeout could get brutal
39:40 Final thoughts

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