Episode #216 - 🔥 NEVs Outsell ICE in China, NIO’s Onvo L90, Li Auto i8, Tesla Model Y L & Xiaomi’s Big Push
Description
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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