Artwork

Contenido proporcionado por Tu Le & Lei Xing, Tu Le, and Lei Xing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Tu Le & Lei Xing, Tu Le, and Lei Xing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent?

44:32
 
Compartir
 

Manage episode 438180782 series 3594265
Contenido proporcionado por Tu Le & Lei Xing, Tu Le, and Lei Xing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Tu Le & Lei Xing, Tu Le, and Lei Xing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially.
Tu moves the conversation over to the improvement in XPeng's earnings and the momentum they may have when launching the Mona M03.
The discussion moves over to who the global players are in the autonomous vehicle space and when thinking of China the lines are blurred with the autonomous vehicle companies competing directly against the OEMs who are either developing their own intelligent driving system or are partnering with tech companies to integrate a solution into their NEVs.
They both touch on the Volkswagen ID.Buzz van launch and how the specs just don't match anything out in China that's comparable. They also briefly discuss the Chevy Tahoe pricing that was revealed this week in a picture posted to social media.
Tu and Lei close out the show by unpacking Zeekr's earnings call.

  continue reading

Capíttulos

1. Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:09:48)

3. (Cont.) Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? (00:10:29)

185 episodios

Artwork
iconCompartir
 
Manage episode 438180782 series 3594265
Contenido proporcionado por Tu Le & Lei Xing, Tu Le, and Lei Xing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Tu Le & Lei Xing, Tu Le, and Lei Xing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially.
Tu moves the conversation over to the improvement in XPeng's earnings and the momentum they may have when launching the Mona M03.
The discussion moves over to who the global players are in the autonomous vehicle space and when thinking of China the lines are blurred with the autonomous vehicle companies competing directly against the OEMs who are either developing their own intelligent driving system or are partnering with tech companies to integrate a solution into their NEVs.
They both touch on the Volkswagen ID.Buzz van launch and how the specs just don't match anything out in China that's comparable. They also briefly discuss the Chevy Tahoe pricing that was revealed this week in a picture posted to social media.
Tu and Lei close out the show by unpacking Zeekr's earnings call.

  continue reading

Capíttulos

1. Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:09:48)

3. (Cont.) Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? (00:10:29)

185 episodios

Semua episode

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida