Lei Xing

Welcome to China EVs and More.

I'm Tu Li of Sino Auto Insights, and each week, Lei and I unpack the key developments shaping the global EV, AV, and mobility sector.

Some topics come from my Sino Auto Insights newsletter.

For deeper analysis, subscribe at sinoautoinsights.substack.com.

If you enjoy the show, please like and subscribe to help us reach more people and grow the channel.

And remember, nothing we say is investment advice, so please, please do your own research.

Lei, can you please introduce yourself?

Good morning.

[on-hold music] Welcome to China EVs and More.

I'm Tu Le of Sino Auto Insights, and each week, Lei Xing and I unpack the key developments shaping global EVs, AVs, and mobility.

Some topics come from my Sino Auto Insights, uh, Substack newsletter.

For deeper analysis, subscribe at sinoautoinsights.substack.com.

A just got back from Paris Lei, can you please introduce yourself?

Yep, just got back from Paris less than 24 hours ago.

Lei, [chuckles] this is your co-host, uh, Lei Xing, founder of Auto Xing and former chief editor of China Auto Review, and this is episode number 266, fresh off Paris Mondial de l'Auto.

I'm not sure if I'm pronouncing that right, but your second, I believe my third since 2022.

At Automotive News Congress in Detroit last week, a panel of global auto industry experts tackled one of the toughest topics on everyone's mind, China.

Automotive News Managing Editor of Content Jerry Hirsch moderated a conversation featuring Michael Dunne, CEO of Dunn Insights, Steve Greenfield, General Partner at Automotive Ventures, Hildegard Mueller, President of VDA, Germany's Auto Industry Association, Henner Lene, Vice President of Forecasting and Research at Mobility Global, and Lei Xing, analyst and co-host of China EVs and more.

They dug into what Western automakers still misunderstand about China's rise and just how fast that country has gone from an industry afterthought to building nearly half of the world's vehicles.

Here's a piece of that conversation.

Today, it's the auto industry.

It's D-Day here with regards to where the U.S. wants to take things.

Michael Dunne, Steve Greenfield, Hildegard Mueller, Henner Lene, and Lei Xing spoke with our own Jerry Hirsch at Automotive News Congress.

That's Daily Drive for today.