Episode

In this episode, Tu Le and Lei Xing dive deep into:


✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?


✅ NIO’s Onvo L90 Launch – Priced under RMB 200K, this family-sized SUV is positioned to challenge Tesla and Li Auto head-on.


✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China’s most competitive segment?


✅ BYD Strategy Shift – From aggressive pricing to premium branding and new models.


✅ Xiaomi’s EV Momentum – SU7 success and what’s next with YU7 and YU9.


✅ Foreign OEM Response – Buick Electra series, Ford’s electric Bronco concept, and BMW’s China strategy.


✅ Smart Driving & ADAS – Why Nvidia, Huawei, and Momenta dominate the conversation in intelligent driving.


✅ Robotaxi & Autonomy Race – Tesla, Waymo, Pony.ai, and Lucid’s Uber tie-up—who’s ahead?


✅ Policy & Trade – How China’s anti-price-war directive and U.S. tariffs on graphite could disrupt supply chains.


Companies Mentioned in This Episode

• Chinese Automakers & Tech: BYD, NIO (Onvo), Li Auto, XPeng, Xiaomi, Leapmotor, Aito (Huawei), Zeekr, IM Motors, Firefly
• Global Automakers: Tesla, Buick (GM), BMW, Ford
• Tech & Mobility: Nvidia, Huawei, Momenta, Waymo, Uber, Nuro
• Others: Lucid Motors, Rivian, Magna, Pony.ai

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