Lei Xing: The Chinese vehicle threat is overblown

Lei Xing: The Chinese vehicle threat is overblown

27:23 Mar 1, 2026
About this episode
Lei Xing, an independent analyst and consultant on the Chinese auto industry, joins Automotive News reporter Molly Boigon on the “Shift” podcast to talk about how Chinese vehicles entering the U.S. would likely not initially compete in the most profitable U.S. segments, such as pickups. He also explains why the Chinese automakers Geely and BYD are best positioned to enter the U.S.
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