IN THE MEDIA
Our leadership are widely recognized as experts in the Transportation & Mobility Spaces and are often invited to participate in conferences and panel discussions.
In addition, respected media outlets such as The Economist, Financial Times, Wall Street Journal, Reuters, Nikkei Asia Review as well as Wired and Technode rely on them for analysis of breaking news coming out of the sector.
S&P GLOBAL MARKET INTELLIGENCE
China Evergrande seeks to list electric vehicle arm on Shanghai's STAR board
"With the higher valuation also comes a bit more headache," said Tu Le, managing director from Sino Auto Insights. "There's a lot more scrutiny in the U.S., [which] is the downside. There's the threat of being delisted after three years if you don't agree to the same audit rules as American companies," Le said.
S&P GLOBAL MARKET INTELLIGENCE
Tesla's surge sparks IPO rush among Chinese EV startups
"Tesla has done a brilliant job of marketing [itself] as a great brand, a cool car that [just] happens to be electric," said Tu Le, founder and managing director of Sino Auto Insights.
NIKKEI ASIAN REVIEW
China gives CATL, BYD and a fuel-cell startup a second wind
Tu Le, managing director of Sino Auto Insights, warns that the industry's aggressive push to increase capacity could result in an overcapacity problem in the years ahead.
THE FINANCIAL TIMES
Chinese electric car maker Byton suspends operations
“The consolidation of the EV sector in China is happening right now,” said Tu Le, founder of Sino Auto Insights, a consultancy. “What would’ve taken 12 to 18 months without Covid took four to six.”
S&P GLOBAL MARKET INTELLIGENCE
Electric vehicle subsidy extensions offer little relief to Chinese automakers
"I think right now the Chinese government is more concerned about the overall economy, and I'm guessing that their thinking is that as the ICE sector begins to grow again, it will pull the NEV sector out," said Tu Le, managing director at Sino Auto Insights.
THE WIRE CHINA
China’s New Energy Car Quest
It’s a sign, analysts say, that whether the EV industry is bloated or not, China is determined to drive the future of the electric vehicle. Le, founder of Sino Auto, called it “the NIO rule.”
AM CHAM CHINA
When you can ONLY sell online.
Thought Leadership co-written by Chris Baker of Totem Media.
THE FINANCIAL TIMES
Chinese electric car start-up Nio announces $989m cash injection
Tu Le, founder of consultancy Sino Auto Insights, said the deal “puts them in a better place than any of their domestic competitors”.
NIKKEI ASIAN REVIEW
China's self-driving taxis hit the gas on commercial aspirations
"By focusing on the China market, AutoX seems to acknowledge the commercialization for robotaxis is much faster than the U.S., possibly in the next 18 months as the Chinese government formalizes policies," said Tu Le, managing director of Sino Auto Insights, a Beijing advisory firm.