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 #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
China EVs & More
48 minutes
1 month ago
Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage
Tu and Lei unpack a pivotal week in global EVs — where Germany’s giants stumble and China keeps charging ahead. 🇨🇳⚡️🇩🇪 Volkswagen’s BEV sales plunged 42 % in China, Mercedes and Porsche posted double-digit declines, and BMW trimmed profits as BYD surged abroad — up 880 % in the UK and 2,250 % in Germany. The hosts explore why legacy brands are losing momentum, how BYD’s rise is rewriting the cost game, and what the next-gen CLA, iX3 Neue Klasse, and MEB Plus platforms must prove in 2026. They...
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...
