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 #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
China EVs & More
51 minutes
2 weeks ago
Episode #225 - Stellantis in Transition, China’s 2040 EV Roadmap, and GM’s Tech Pivot
Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years. 🇨🇳⚙️🌎 Carlos Tavares’ bombshell remarks on a possible breakup of Stellantis spark debate: could a Chinese automaker one day buy Peugeot or Citroën? The hosts unpack Europe’s fragile position amid new export restrictions and the Nexperia chip crisis, which has idled factories and exposed just how dependent global OEMs are on Chinese-owned suppl...
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...
