China EVs & More

Episode #217 - Tesla Out on Top of ADAS Test, Hopeful about L90, BYD Sponsors Sports

China EVs & More

Show Notes

In this episode, Tu and Lei focus on Tesla's recent earnings, the results of an advanced driver-assistance systems (ADAS) test conducted by Dong Che Di, and the ongoing price war in the EV market. They analyze the implications of these developments for the industry, including the challenges of intelligent driving systems and the strategies employed by various EV makers to gain market share. The conversation also touches on global expansion efforts, sponsorships, and audience insig...

More from China EVs & More

Oct 21, 2026

China's automakers made a major statement at the 2026 Paris Motor Show—and the competition is no longer just about electric cars. In Episode #266 of China EVs & More, Tu Le and Lei Xing share their firsthand takeaways from Paris, where BYD, Geely, XPeng, Li Auto, Leapmotor and other Chinese brands unveiled their latest European strategies, vehicles and intelligent-driving technologies. One of the biggest surprises? Lei experienced XPeng NGP, Tesla FSD and Momenta R7 on European roads—and ...

Oct 19, 2026

Chinese automakers are getting closer to the U.S.—and Europe's biggest automotive brands are feeling the pressure. In Episode #265 of China EVs & More, Tu Le and Lei Xing break down Geely's official entry into Canada, the growing Chinese presence at the Paris Motor Show 2026, and why Porsche's latest turnaround strategy raises serious questions about its future in China. Meanwhile, XPeng is manufacturing vehicles in Austria, BYD and other Chinese automakers are expanding European produc...

Oct 19, 2026

*Detroit knows the Chinese auto threat is real. The bigger question is whether it's moving fast enough to do something about it.* In Episode #264 of *China EVs & More**, Tu Le and Lei Xing unpack the biggest takeaways from the Automotive News Congress in Detroit, where China dominated the conversation and Ford CEO **Jim Farley delivered a blunt assessment: "Europe is gone."* Meanwhile, China's EV race keeps accelerating. **Leapmotor has gone from ~110,000 annual deliveries in 2022 to 10...

Oct 19, 2026

China's automakers aren't just exporting cars anymore—they're exporting their entire playbook. In Episode #263 of China EVs & More, Tu Le and Lei Xing break down the next phase of China's global automotive expansion: Chinese OEMs building vehicles locally, using legacy automakers' factories and dealer networks, expanding technology partnerships—and beginning to consolidate at home. We also discuss: 🇺🇸 The upcoming Trump-Xi meeting and rumored BYD, Xiaomi & CATL delegation 🌎 China's...

Sep 21, 2026

**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 sal...

See all episodes →