CHINA: Leapmotor D19, EV Battery Recycling and China’s Three-Year Plan | 20 Oct 2025
EV News Daily - Technology and Business of EVs
EV News Daily - Technology and Business of EVsOct 20, 2025
CHINA: Leapmotor D19, EV Battery Recycling and China’s Three-Year Plan | 20 Oct 2025
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Car
Leap Motor D19
The Leap Motor D19 is a type of electric car made by a company called Leap Motor. Electric cars run on batteries instead of gasoline, and they are becoming very popular, especially in China.
E-Rev means a type of electric vehicle that can also use a gas engine to help it drive longer distances. It makes it easier to travel without worrying about running out of battery.
An 800-volt system means the car can charge its battery faster than most other electric cars, which usually use 400 volts. This helps you spend less time waiting to recharge.
CLTC is a way to test how far electric cars can go on a single charge in China. However, the numbers can be higher than what you might actually get in real life.
A kilowatt hour is a way to measure electricity. In electric cars, it tells you how much energy the battery can hold and how far you can drive before needing to recharge.
The Lucid Gravity is a fancy electric SUV made by Lucid Motors. It's designed to be very comfortable and can drive a long way on a single charge, which makes it stand out among other electric cars.
It's a way of designing the electrical system in electric cars that allows them to charge faster and work better. Higher voltage means they can fill up their batteries more quickly.
Qualcomm Snapdragon 8797 is a powerful chip that helps run technology in cars, like navigation and entertainment systems. It's important for making cars smarter and more connected.
A 1,000-volt platform is a type of electric vehicle system that uses a high voltage to charge the battery quickly and efficiently. This means the car can get more power without needing thicker wires, making it lighter and easier to manage heat.
LFP is a kind of battery used in electric cars that is very safe and lasts a long time. It helps the car run well without overheating or failing quickly.
NMC is another type of battery used in electric cars that combines nickel, manganese, and cobalt. This mix helps the battery store a lot of energy and perform well while being safe and not too expensive.
BYD is a car company from China that makes electric cars and batteries. They are becoming very popular for their electric vehicles.
Car
BYD Tang-L
The BYD Tang-L is an electric SUV that offers a lot of space and modern technology. It's part of BYD's range of electric vehicles that cater to different types of drivers.
Car
BYD Han-L
The BYD Han-L is an electric car that is designed to be luxurious and environmentally friendly. It's one of the models BYD is promoting as part of their electric vehicle lineup.
Watt-hours per kilogram tells us how much energy a battery can hold for each kilogram it weighs. It's important for understanding how far an electric vehicle can travel on a single charge.
Energy density is how much energy a battery can hold compared to its size or weight. A higher energy density means the battery can store more energy without being too heavy.
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Welcome back to the podcast,
Leap Motor D19 EV battery recycling
and China's three-year plan.
Plus stay tuned, later in the show,
I'll tell you about next level solid-state batteries.
Welcome to EV News China,
the podcast dedicated to the world's largest EV market.
Every day, I bring you the latest headlines,
insights, and analysis
from the heart of China's booming EV industry
and decode how fast-moving developments in the East
are shaping the global EV landscape.
We'll start with the Leap Motor D19,
getting its global debut, specs and tech now revealed.
On October 16th, four days ago in Shanghai,
Leap Motor unveiled the D19.
This is their flagship SUV.
This is absolute top of the shop,
best they can do, first model on their new D platform.
It's offered in E-Rev, range-extended electric vehicle,
or extended range electric vehicle, E-R-E-V,
and B-E-V variant,
and it's positioned
as their most technologically advanced premium SUV.
Design follows Leap Motor's so-called
tech natural aesthetics,
pairing intelligent systems with nature-inspired forms
and user-centered proportions
with paint choices chosen from nature.
Not that about that,
but the paint choices look pretty nice to me.
The E-Rev uses an 80.3 kilowatt hour CATL battery.
This may be the largest battery in an E-Rev
that I've come across in my research for EV News China.
80.3 kilowatt hours is four times the size of the battery
in my first pure B-E-V.
It marks Leap Motor's first
cell-to-chassis implementation as well
for extended range electric vehicles, E-R-E-Vs, E-Revs.
It's an 800-volt system, fast charging from CATL,
500 kilometers at least of battery-powered range,
a CLTC, so not real world.
And the B-E-V uses 115 kilowatt hour pack.
Honestly, for most journeys,
the smaller battery would do me fine in a B-E-V format,
but I don't do tons of miles anymore that I work from home.
And so big battery, 115 kilowatt hour,
you're right up there.
115 is up there with things like the Lucid Gravity,
that's 123, but in a recent range test
by Tomologany State of Charge,
he only pulled 115 from it,
going from 100 down to 0%.
So you're up there with that echelon of vehicle.
This won't cost that much, of course,
that's a $100,000 vehicle.
And so they say that on the B-E-V,
they are using 1,000-volt architecture.
Incredible, 700 kilometers CLTC range,
350 kilometers added in a 15-minute charge stop,
which is what we should talk about.
We should talk about miles per hour or kilometers per hour,
because then that always factors
in the efficiency of vehicles as well.
Lots of cars can charge very quickly
and not be very good at being efficient.
Lots of cars suck at charging.
Here's looking at you, Tesla.
Tesla are now so far behind everybody else in China
in terms of charging the vehicles,
but they make different choices.
And so their vehicles are optimized for efficiency
a lot of the time and probably cost as well.
But does it matter?
And actually it's cheaper to go that way
because you're not burning, you're not burning anything,
but you're not using as much electricity
to travel the same distance.
Therefore, it's costing you less money.
Efficiency is everything,
which is what Tesla and Lucid would tell you.
Now back to the LeapMotor.
Chassis and ride control include
dual chamber air suspension, CDC dampers,
predictive chassis control,
and their dual tire blowout stability system.
LeapMotor says the D19 is a tech-focused premium SUV
for both E-Rev and BEV buyers.
This thing looks fantastic as well.
Styling is very much part of the LeapMotor family.
Of course, Ster Stilantes, a big investor in LeapMotor,
and then LeapMotor International,
which is the joint venture company,
51% owned by Stilantes, so it's not a Chinese company,
are the ones selling these vehicles outside of China,
and they have the exclusive rights
to sell LeapMotors outside overseas.
Now, where does LeapMotor sit at home in China?
Well, somewhere between 100 and 150,000 yuan.
This vehicle enters them
into the 250 to 300,000 yuan price bracket.
So that's $34,000 equivalent to $41,000 equivalent.
Again, loads of technology, Qualcomm Snapdragon 8797 chips,
and LeapMotor haven't really had to cater
to this segment of vehicle requirements yet.
So that's why they've gone 1,000-volt platform,
really big battery, and actually,
because they're able to do this really fast charging,
this CATL battery is a hybrid,
the way they described it is a hybrid design
combining materials from both LFP,
which is lithium-ion phosphate,
and NMC, nickel, manganese, and cobalt materials
into a single cell, an all-wheel drive system
that's 540 kilowatts of power
in this big six-seat, three-row SUV.
And again, inside the E-Rev version,
it's CATL's Frivoi super hybrid battery.
I'm not exactly sure in terms of exactly what they mean
by combining bits of both batteries,
but I'll go away and read more about it and educate myself.
And if you are driving this car at elevation in China,
trips to the mountains,
if, I don't know, if you're going into the Himalayas
or something, this even comes with an oxygen generator.
The vehicle can generate eight liters
of pure oxygen per minute itself.
And they said that this can either be injected
directly into the cabin or personally.
So I don't know, if you have a breathing system,
if you're doing some super high elevation,
you have like a personal breathing apparatus,
this will connect to it in some way.
All right, my mind is slightly blown about that.
I don't think it has any practical use case
in this country overseas, but maybe in China.
And that's the final question I'll ask
about this vehicle is overseas.
Will we see the D19 in the West?
Well, that wasn't discussed and not confirmed nor denied.
At this price range,
you are up against 80 to 100,000 plus euro vehicles.
And so although this would be a 40 grand car in China,
you could easily double that.
And I think it would still be exceptional value
outside of China overseas.
All right, moving on.
China has adopted national standards for recycling
and reuse of electric vehicle power batteries.
The General Administration of Market Supervision
approved five standards, increasing the total now to 22.
The standards cover general requirements,
management procedures, dismantling,
and already used industry documents
include things like the vehicle power battery recycling
and dismantling specification.
Pilot programs reports recovery
of the key cathode active materials,
so nickel, cobalt, and manganese over 99% in some cases.
to include stakeholders from the raw material supply chain
all the way through to recycling
and dismantling operations as well.
China has also launched a three-year action plan
to expand EV charging and boost consumer confidence,
aiming to accelerate EV adoption nationwide.
Jointly issued by the National Development
and Reform Commission and other agencies,
the plan sets targets through to the end of 2027,
28 million charging facilities
and public charging capacity
exceeding 300 million kilowatts,
enough for more than 80 million EVs on the road.
And it outlines measures to broaden coverage,
raise operational efficiency, and improve service quality.
Planned actions include upgrading
the urban fast charging networks,
speeding the upgrades of expressway service area charges,
addressing rural shortages,
and strengthening residential charging provision.
So even down to the individual level
of ensuring that private charging facilities
are where they need to be.
And again, because China can China,
they can do these kinds of plans to say,
this is the direction we're heading.
And that's just a three-year plan,
which is pretty short term in the grand scheme of things
in terms of China's plans over the last 20 years
of their move into EV intentionally creating this market.
Xiaomi is next.
The electric vehicle unit of Xiaomi
has delivered now 400,000 vehicles
since they launched 18 months ago.
Not even that.
No, maybe it was.
It was in March, 2024, Xiaomi first launched.
The CEO, Lei Jun, announcing last Thursday
the company shipped more than 100,000 vehicles in Q3.
And so now hitting that 400,000 number.
Xiaomi's scaling the production of the SU7.
Waiting times have reached up to 52 weeks
and ramping the recently launched YU7, the SUV as well.
They've acquired a ton more land,
about 485,000 square meters adjacent to their Beijing,
or not adjacent, but near their Beijing headquarters
for their third phase of developing the factories there
as well.
Xiaomi have been going five minutes
in the grand scheme of the car industry
and are shipping some really decent,
big numbers of vehicles as well.
Let's talk Li Auto.
They're doing pretty well.
There's some Chinese names that are struggling,
some that need to be more profitable,
some that are doing good volume but not making enough money.
Li Auto has now set up
their international headquarters in Hong Kong.
And Li Auto is one of the companies
that's actually quietly getting on with it
and doing really well.
The Hong Kong office will serve as a regional hub
for R&D, IP administration, and supply chain.
Based in Beijing, Li Auto is one of the few
profitable mainland Chinese EV makers
and its move follows a trend of automakers
using Hong Kong to go overseas.
Rivals like BYD and Zika already smell a smell.
They also sell their smart EVs there.
Now we'll take a break and when we come back,
we'll talk about an EV museum
and BYD's 1,000 kilowatt chargers overseas.
Stick around, back in a mo.
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Now, imagine a little while ago
that China's had a 20-year-plus plan
to dominate in electric vehicles.
Couldn't beat the Germans and Detroit in combustion.
We're never gonna catch up and overtake.
And so they saw the opportunity with EVs
and it's been part of their central plan
for the last 20, say, plus years.
Really, they love EVs so much in China,
they've now opened a museum
dedicated to the history of Chinese EVs.
It was opened last October,
so congratulations for its one-year anniversary
on Thursday or Friday.
And it's called the Dai, D-I.
So D-Space or Dai Space,
any Mandarin-speaking listeners of the podcast,
any clarification would be good.
Dai Space sounds dark, doesn't it?
But the Dai Space and EV Museum,
their first museum dedicated to Chinese EV culture,
design, and technology.
BYD frames the museum as part of its commitment
to Zhengzhou and to raising the city's profile
for BYD and NEV production.
Exhibits are organized into four sections,
brand culture, craftsmanship and intelligent manufacturing,
innovative technology, and tech exploration,
and includes more than 300 items
of different aspects of the EV industry.
Learn about BYDs, die-cast models of BYDs
with historical and current lineups on display,
and a complete display of many of the EVs
on sale in China right now.
The top floor, the fourth floor,
hosts an interactive zone for students or visitors
with hands-on activities to learn about sustainability
and to demonstrate eco-friendly energy sources.
Now, talking BYD, they will deploy their flash chargers
to South Africa.
This is according to their head of the business over here,
Stella Li.
So the first sites are due from April or May next year.
So let's talk about the system first revealed in March
alongside two new vehicles, the Han-L and the Tang-L,
thousand-volt platform and megawatt charging.
And it was all unveiled together.
In June, a BYD deputy said the company aims
to build a European megawatt charging network.
BYD plans an initial network
of several hundred stations in 2026
in both South Africa and Europe as well,
targeting up to 300 by the end of Q2 next year.
That's according to Stella Li
at the IAA show in September.
BYD says the flash system adds 400 kilometers
in five minutes on CLTC.
A 100-kilowatt battery would go, they say,
from 7% to 50% in five minutes.
Now, I know we always talk about 10 to 80,
so seven to 50 is an odd metric,
but they've done that to fit into the five-minute time scale
of that second half of that sentence.
And so a five-minute charge and you're back at halfway,
which is, I mean, it's incredible.
There's not much you can do
at a motorway service station in five minutes.
Some of them are so big,
you can't get to the restrooms in five minutes.
And then you've got to be back in your car immediately.
I've said this before as well.
I can't believe I'm saying it again.
Is there such thing as too fast in terms of EV charging?
I mean, no, we'll always take the speed, right?
What a ridiculous thing to say.
But a five-minute charge
is beyond what any normal use case would be.
Now, if you're a proper road tripper
and you just want to dive in, charge for five minutes.
I've done that before.
I've been heading home and I've made a miscalculation
and I'm like 20 miles too short on my range.
And then you're hunting for a fast charger.
If I knew there was an option just to pull in
and do two, three minutes of charging and go
just to get me home, then fantastic.
In South Africa, initial stations will be installed
by BYD's dealer network on their land.
Over here in Europe, no extra details
that I can tell you about.
Now, let's go to Canada with Chinese vehicles.
And Canadian Prime Minister Mark Carney said last Thursday
he will meet senior Chinese leaders in the coming months
as part of a broader re-engagement between the two companies.
Part of that is whether Ottawa will lift the tariffs
on Chinese EVs.
America has 100% tariffs.
Canada followed.
There is some discussion online and debate
about whether Canada will reduce
or eliminate tariffs on Chinese EVs
as Canada and the US move
in different directions economically.
And so relations have been tense
between China and Canada since 2018.
Two Canadians were detained after Canada
arrested a Huawei executive.
In August, China announced anti-dumping duties
on Canadian canola.
A year after Canada added 100% tariffs on Chinese EVs.
The issue resurfaced after China's ambassador to Canada
said Beijing would drop the canola duties
if Ottawa drops the EV tariffs,
prompting leaders all around,
because canola's a really big deal in some parts of Canada,
to talk about a deal with the Ontario Premier Doug Ford,
whose province is central to Canada's auto sector,
rejecting the idea of dropping the tariffs.
Now, last week, the CEO of Shijing Auto, Liu Jiaming,
posted on Weibo that the debut model
from a new partnership between GAC and Huawei,
their new brand, is called Shijing,
and it completed its final design review
and is entering the preparations of production,
a major milestone.
The styling was developed over eight months
by 100 designers from the Milan division of Huawei
and the in-house team.
Liu said that the design was well-received internally
by younger staff.
Shijing was announced last November
after GAC and Huawei signed a cooperation agreement
to develop electric vehicles together.
And finally, Cherry revealed a prototype
solid-state battery at 600 watt-hours per kilogram,
roughly double the current's best out there
of liquid lithium-ion packs,
which is 250 to 300 watt-hours per kilogram.
Energy density measures energy stored per kilogram of weight.
And at 600 watt-hours per kilogram,
the average EV would go 800 miles.
Now, you can say, I would make 1,000 mile EV,
but just by putting a very big battery in.
So be careful with those mileage claims
of this battery goes this far
because, well, how big is the battery?
But if it unlocks 800 miles on an average family car,
then 1,300 kilometers, 800 miles, a couple of things.
It's the end of combustion, obviously.
And then it's kind of the end of E-Revs and plug-in hybrids
because if your car will go with a solid-state battery,
which is very safe, which charges incredibly quickly,
and this won't happen next year, but it's medium term,
which handles low temperatures incredibly well,
down to minus 30, minus 40,
and you're getting great performance.
Why would you then have an engine
as an E-Rev or a plug-in hybrid?
Because it has to be serviced.
Now, if it's a brand new vehicle under warranty,
fine, whatever, but those vehicles will get old
and oil changes get expensive and boring really quickly
when you could just have the full BEV version.
Adding some weight to the theory
that this craze around E-Revs and plug-in hybrids
is a bit of a flash in the pan.
Now, the pack uses,
and I'll say what they have said at Cherry,
an in-situ, okay, I get that, in-place,
in-situ polymerized solid electrolyte,
and I get the solid electrolyte bit,
to replace the flammable liquid electrolyte
and employs a lithium-rich manganese cathode.
Cherry says it improves energy storage and safety.
Solid-state designs remove the liquid component,
and so they're far safer.
They always pass the puncture tests as well.
You can shoot the things that don't have thermal events.
Cherry plans pilot production next year
for mass EV production in 2027.
Even if that was off by a period of time,
that's still massively impressive.
We're still talking about the next generation of cars
that will be launched towards the end of the decade,
being, well, it just opens up as well new use cases,
doesn't it?
So whether that's aviation or not,
or whether it's just things like pickup trucks
or working vehicles,
where you might not need 800 miles of range,
but you might want 400 miles of range,
but be chewing through the electrons very quickly.
So, man, this is exciting.
That's your podcast for today.
Thank you so much for listening.
Catch you on the next one.
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So you mean I don't have to call anyone to cancel?
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Find an agent at cinfin.com.
You really want to be better with your finances.
You try to put money away in savings,
you look for deals, you wrote out a budget once,
a long time ago,
you still overdraft from time to time
and you still have debt.
The truth is managing money is not easy,
but Rocket Money can help.
Rocket Money shows you exactly
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From there, the app helps you make a budget
that meets your financial goals.
The app even gives you real-time alerts
when you're about to go over your budget
so you don't spend too much.
With Rocket Money, you can also see
all your subscriptions at a glance
and cancel the ones you don't want right from the app.
Rocket Money can even try to get you a refund
for some of the money wasted.
Plus, you can use the smart savings feature
to start putting more money away.
Rocket Money analyzes your accounts
to determine the optimal time to stow away cash
without going over your budget.
Our members report that the Rocket Money app
saved more than $700 a year.
Getting better with money doesn't have to be a pipe dream.
Rocket Money can make it a reality.
Go to rocketmoney.com slash cancel
or download the app from the Apple app
or Google Play stores.
Think about the last time you had to cancel a subscription.
There's probably some waiting on hold,
some guessing at your password,
some mind-numbing small talk,
and maybe after all of that,
you still weren't able to cancel it.
Good news, it doesn't have to be this way.
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If you see a subscription you wanna cancel,
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Instead of waiting on hold for an hour,
you can cancel it right from the app.
Rocket Money will even try to get you a refund
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Stop wasting time trying to cancel subscriptions
the hard way.
Make your life easier and go to rocketmoney.com slash cancel.
That's rocketmoney.com slash cancel
or download the app from the Apple app
or Google Play stores.
About this episode
Leap Motor's D19 SUV makes its global debut, showcasing impressive specs and innovative technology, including an 800-volt system and a unique oxygen generator for high-altitude driving. The episode also discusses China's new standards for EV battery recycling, aiming for over 99% recovery of key materials. Additionally, a three-year plan to expand EV charging infrastructure is outlined, targeting 28 million charging facilities by 2027. The podcast highlights Xiaomi's rapid vehicle production and Li Auto's international expansion, alongside exciting developments in solid-state battery technology.