Hints and tips:
...Tu Le, founder of Sino Auto Insights, a Beijing consultancy, said the foreign carmakers’ struggle “to put anything competitive on Chinese roads” has ultimately created an opportunity for Huawei....
...“For any doubters left in the west, I hope this is the final data point that points to BYD’s strength and, as importantly, how ‘China EV Inc’ has bullied its way on to the global stage,” said Tu Le, founder...
...Tu Le, head of consultancy Sino Auto Insights noted that by listing its international brands Geely had gone from a fairly complicated portfolio to an extremely complicated one....
...Some Parisian franglais words are corporate: “le burnout”, “le brainstorming”, “la prez” (as in PowerPoint presentation), “networker” (as a verb), “une team”, “un call” or “un conf’call”, and indeed “corporate...
...He is effectively China’s Elon . . . if we are looking at branding, looking at bold moves,” said Tu Le, founder of Beijing-based advisory company Sino Auto Insights....
...Tu Le of Sino Auto Insights, an advisory company, said the investment in Leapmotor marked “quite a 180” for Tavares, who last year warned of growing Chinese government interference in western businesses...
...Tu Le, founder of Sino Auto Insights, said the US still led China in several of the technologies underpinning key areas of autonomous driving including machine learning and sensors....
...“They were the first to go to Europe but they were never really well capitalised and hoped to generate revenues from vehicle sales that never materialised,” said Tu Le of Sino Auto Insights, an advisory...
...“Four to five years ago no one would have thought that Chinese EVs would have the quality or reliability to compete,” said Tu Le, founder of Sino Auto Insights, a Beijing consultancy....
...The VW-Xpeng deal was a vote of confidence in the Chinese EV industry, said Tu Le of Sino Auto Insights....
...Tu Le, founder of Beijing-based advisory company Sino Auto Insights, said the probe announced on Wednesday “says as much about the uncompetitiveness of European EVs and politicians being fearful that the...
...Industry specialist Tu Le, founder of automotive advisory and market research firm Sino Auto Insights, said the quality of the vehicles was “persistently panned” in reviews....
...“The foreign brands leave this vacuum but the Russian consumers are probably in no shape to buy the Chinese goods that will fill that vacuum,” said Tu Le, managing director of Sino Auto Insights....
...Ervin Tu, chief investment officer of both companies, will take over the two roles in the interim....
...Tu Le, founder of Sino Auto Insights, a Beijing consultancy, said any decision by China to “weaponise their dominance in mining and refining” of materials used by the electric vehicle industry would create...
...And vive le vous. akila.quinio@ft.com...
...The government might extend EV incentives, given the uncertainties of the pandemic and economic growth pressure, said Tu Le, founder of Beijing-based consultancy Sino Auto Insights....
...Tu Le, of Sino Auto Insights, an advisory group in Beijing, described the potential CATL-Tesla deal in Texas as “huge”....
...According to Tu Le, managing director at Shanghai-based Sino Auto Insights, the Chinese carmakers have begun to believe they can compete after seeing the poor reception of German EV offerings in China....
...“The irony is that they’re making the best products they’ve ever made,” Tu Le said of BYD. “Their sales growth is off the charts. And one of their largest investors is pulling out.”...
...“Efforts to subject those services to very harsh controls [send a] negative message,” said Vu Tu Thanh, Vietnam representative at the US-Asean Business Council, whose members include Google and Facebook...
...Despite foreign carmakers being caught squarely in geopolitical crosshairs, Tu Le, of Sino Auto Insights, an advisory company, said the VW deal showed that size and growth potential of the Chinese market...
...Hermès worked with the Swiss Centre for Electronics and Microtechnology to create a dial made from silicon wafer to capture the graphic style of artist Thanh-Phong Lê’s depiction of the sea at twilight....
...“Up till now we hadn’t heard of BYD closing any factories,” said Tu Le, adding that other automakers had been hit by lockdowns....
...Tu Le said that BYD’s manufacturing prowess was illustrated early in the pandemic when it rapidly developed a division to make face masks. “They are operationally efficient . . ....
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