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Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale
Manage episode 435221859 series 3594265
Innehåll tillhandahållet av Tu Le & Lei Xing, Tu Le, and Lei Xing. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Tu Le & Lei Xing, Tu Le, and Lei Xing eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally.
Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some of the other foreign automakers.
Lei predicts that Li Auto may be the next EV startup that emerges from the pack in 2024 as others continue to struggle with price cuts and vehicles that aren't as popular among Chinese consumers.
Tu and Lei then spend a few minutes to share their opinions on the US goverment's connected vehicle investigation and let's just say that both seem skeptical.
The podcast ends with a discussion on potential HiPhi partners or acquirers including a look at Changan who have been rumored to be kicking the tires recently.
Kapitel
1. Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:10:16)
3. (Cont.) Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale (00:10:57)
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