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 also hit:

🔋 China’s Golden Week charging surge (123 M kWh)

🚙 Tesla’s “de-contented” Model 3 & Y vs GM’s $29K Bolt 2027

⚙️ New Chinese energy-efficiency rules

🤖 Lyft × NVIDIA × TensorAuto’s “personal AVs”

🔬 Solid-state battery breakthroughs & CATL’s skateboard play

Insightful, fast-moving, and packed with data & industry-insider perspectives — all in under an hour.

Your weekly download on the global EV power shift.

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Chapters:

00:00 Introduction to the China EV Landscape

01:46 Challenges for German Automakers in China

08:13 Tesla vs. BYD: The EV Sales Race

10:30 Impact of Chinese EVs on Global Markets

13:53 Charging Infrastructure and Consumer Behavior

17:29 New Energy Efficiency Regulations in China

22:16 Tesla's Decontented Model 3 and Model Y Launch

24:25 Tesla's Market Dynamics in China

27:33 The Impact of New EV Models

29:41 Battery Technology Innovations

32:14 The Future of Autonomous Vehicles

34:34 Car Buying Adventures and Market Trends

36:31 Battery Swapping and Industry Insights

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Key words:

China EVs & More, Tu Le, Lei Xing, Sino Auto Insights, China EV news 2025, Volkswagen Group China, VW BEV sales drop, Mercedes China sales, Porsche China sales, BMW profit warning, BYD UK sales, BYD Germany sales, BYD global expansion, Tesla Model 3 decontented, Tesla Model Y trim, GM Bolt 2027, GM LMR battery, CATL skateboard platform, NIO Gen 5 swap station, solid-state battery China, Lyft NVIDIA TensorAuto, EV price war Europe, China charging network, energy efficiency policy China, EV subsidies China 2026

Episode #224: German Blues, BYD Booms, and Tesla’s $30K Mirage

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