This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality. Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercede...
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This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality. Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercede...
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
China EVs & More
38 minutes
3 weeks ago
Episode #222 - NIO Day 2025 Preview, Reuters “Tailspin” Story & China’s Overcapacity Weighs Heavily
In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China’s EV world as the industry faces mounting headwinds at home and abroad. They break down the major developments impacting China’s auto sector: 🚘 NIO Day 2025 Preview & Stock Surge – NIO heads into its biggest event of the year on a high after a 120 % rally and strong demand for the new ES8.🏁 Li Auto i6 Launch & “Cadence” Shift – Chinese EV brands adopt Tesla-style instant launch-and-deliver strateg...
China EVs & More
This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche’s operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality. Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercede...
