Episode #27 - Geely & Renault Mashup, NIO's Surprising Announcements, Li Auto's Choppy Debut on HK Exchange

In Episode 27, Tu & Lei take a few minutes to unpack the July sales numbers from the CPCA & CAAM and the roots of the NEV sales surge. Tu & Lei also spend a few minutes to discuss Tesla's surprising numbers for July. Lei summarizes the most significant news coming out of NIO's earnings calls including the confirmation of a mass-market brand as well as 3 new products scheduled for launch before the end of 2022. Finally, Tu and Lei summarize the policy announcements made regarding utilizing OTA to update autonomous driving features as well as the restrictions on data collection and sharing.