Episode #190 - Tesla still climbing in the Middle Kingdom, Stellantis & GM's China Funk

Summary

In this episode, Tu Le and Lei Xing discuss the latest trends and insights in the electric vehicle (EV) market, focusing on sales data from November, the competitive landscape involving major players like Tesla and BYD, and the challenges faced by legacy automakers such as GM and Nissan in the Chinese market. They explore the implications of government incentives, market strategies, and the evolving consumer trust in various brands. The conversation highlights the dynamic nature of the EV sector and the ongoing adjustments required by manufacturers to stay relevant.

Keywords

EV market, Tesla, BYD, NIO, GM, Stellantis, Nissan, China automotive, electric vehicles, sales trends, market analysis