EP39: A Deep Dive into the LFP Comeback

This week on China EV Weekly, hosts Emma and David dive deep into the most significant stories from the world's largest electric vehicle market. The episode begins with a major move from Geely, which is set to launch four new models to challenge market leaders. The hosts then discuss the recent temporary slowdown in the Chinese EV market and the expected rebound in August. The show highlights new product developments, including Nio's upcoming third-generation ES8 SUV and the expanded technical partnership between Xpeng and Volkswagen. The hosts also cover BYD's move into in-house tablet production and the launch of its new, nearly three thousand horsepower Yangwang U9 hypercar. The episode concludes with a detailed deep dive into the surprising comeback of LFP batteries, which now dominate the domestic market and are reshaping the industry's future. The hosts analyze the reasons for this shift and its implications for both the Chinese and global EV markets.
Full Script: mp.weixin.qq.com