Author: Phate Zhang/CnEVPost

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China Electric eMobility eV Lawsuits Nio Tesla

Vlogger ordered to apologize and pay damages to NIO for spreading false info

The vlogger was ordered to publish an apology on his channel and pay financial damages of RMB 80,000 yuan ($11,640).  |  NIO US | NIO HK | NIO SG

(Image credit: CnEVPost)

NIO (NYSE: NIO) has won a lawsuit involving reputation infringement in China, in one of the company's rare tough moves.

Laotan Shuoche (literally, Mr. Tan talks about cars), a vlogger on the short-video platform Douyin, was ruled to have infringed on NIO's reputation and was required to publish an apology on his channel and pay financial damages of RMB 80,000 yuan ($11,640).

The vlogger had called NIO's vehicles uncontrolled "wild horses" on his channel and blamed an accident on the quality of NIO's vehicle, even though traffic police authorities had confirmed that the accident was caused by the driver's mishandling, several local media said, citing a verdict.

The vlogger spliced multiple unverified collision videos to cause damage to NIO's reputation by distorting the facts while gaining viewers, according to the verdict, which is final.

Last February, an NIO vehicle was rear-ended on a highway in Jinhua, Zhejiang province in eastern China, and eventually crashed into three other vehicles before coming to a stop after driving forward for about 2 kilometers.

Laotan has apologized to NIO by posting a video on his Douyin account, which showed that he posted the video on the accident on February 16, 2022.

In China, NIO has always been seen as showing caution and restraint in dealing with similar issues, rather than being as aggressive as .

A few years ago, a video by a blogger criticizing NIO gained high attention. However, his video was not seen as an infringement of NIO's reputation, and he himself became one of the earliest owners of the ET7.

On June 30, 2022, car blogger @一个菜两个菜, who has more than 1 million followers on Weibo, said he purchased an ET7, a model that only started to be delivered at the end of March last year.

The blogger claimed in a video posted on January 28, 2019, that there is no future for NIO and explained his view in detail.

He claimed in the video at the time that NIO was playing a game of quick money through the capital markets and was not capable of building cars.

($1= RMB 6.8707)

Blogger who said NIO had no future three years ago becomes one of the first ET7 owners

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BYD BYD Team China Electric eMobility eV

BYD adjusts organizational structure to prepare for higher sales, report says

's biggest organizational change so far this year is to let its car brands operate independently, according to local media.  |  BYDDY.US | BYD HK

(Image credit: CnEVPost)

BYD (OTCMKTS: BYDDY) is restructuring its organization to prepare it for further growth in sales, a new report said.

BYD's biggest organizational change so far this year is to make its car brands operate independently, according to a report by local media outlet 36kr today.

The restructuring starts with BYD's core R&D department, and its engineering institute is planning to set up several separate divisions to cover its product lineup, including Dynasty, Ocean and Denza, according to the report.

All of BYD's sub-brands will have a separate engineering institute, the report said, citing a source.

R&D, operations and product development for all BYD brands are conducted at BYD's engineering institute, and now, in addition to R&D continuing in that department, sub-brands' projects, operations and products will be handled by independent engineering institutes, according to the report.

The organizational restructuring began at the beginning of the year, and key positions in each brand's research institute are now in place.

The heads of BYD's Dynasty and Ocean series' research institutes are basically the directors of their respective models, and the head of the research institute for Denza is the brand's former CEO Wang Fengyi, the report said.

BYD has two automotive R&D departments -- the engineering institute and the planning -- institute -- the former responsible for vehicle engineering technology, model projects and operations, and the latter like a technology provider responsible for DM-i hybrid technology, intelligent cockpit and intelligent driving R&D, according to the report.

Automakers' consideration for implementing independent institutes is usually the desire for clearer responsibility, more flexibility in the operation of each brand, and a heightened sense of competition among different brands, the report said, citing an industry source.

BYD's "family culture" and its previous first value of "equality" have led to a relatively slow pace of operations, the report said, citing several employees of the new energy vehicle (NEV) maker.

As BYD's sales increase dramatically starting in 2022, the company has implemented measures to improve efficiency.

However, for improving efficiency, organizational changes are fundamentally needed, the report said, adding that the establishment of independent research institutes for each brand is a signal that BYD wants to strengthen resource integration and improve operational efficiency.

BYD's planning institute's structure is also being adjusted to begin unifying the management of smart driving R&D tasks, after several departments of the NEV maker had R&D for autonomous driving projects, according to the report.

BYD's full-year 2020 NEV sales were 189,689 units, and that number grew to 603,783 in 2021, an increase of 218.3 percent.

In 2022, BYD's NEV sales growth accelerated significantly, seeing monthly sales exceed 100,000 units for the first time in March, when BYD announced that it stopped production and sales of vehicles powered entirely by internal combustion engines.

For the full year 2022, BYD's NEV sales were 1,863,494 units, up 208.64 percent year-on-year.

BYD launches new Han sedan and Tang SUV with lower prices

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China City NGP Electric eMobility eV OTA Tesla XPeng XPeng Software

XPeng to launch City NGP driver assistance feature in Shenzhen

previously said the City NGP feature will be implemented on multiple models in several cities, including Shenzhen and Shanghai, starting in March.

XPeng US | XPeng HK

XPeng (NYSE: XPEV) is rolling out its FSD-like City Navigation Guided Pilot (City NGP) feature in more cities.

The XPeng P5 will receive its seventh vehicle OTA upgrade, which will make NGP functionality available in Shenzhen, according to information released today by the electric vehicle (EV) maker.

City NGP can be up to 90 percent as efficient as a human driver, easily handling dense traffic during peak commuting hours, as well as complex road conditions, XPeng said.

With access to the feature, XPeng vehicles can intelligently recognize traffic lights by lane and automatically start and stop, it said.

With the support of LiDARs, vehicles can actively avoid pedestrians and vehicles as well as roadblocks, making the smart driving experience safer, XPeng said.

On October 21, 2022, XPeng opened the City NGP feature to all P5 sedans in Guangzhou, where it is headquartered. The P5 is the first of the company's models to support the LiDAR option.

All P5 models equipped with LiDARs and featuring XPilot 3.5 software and upgrades will have access to City NGP functionality.

In cities where City NGP is available, P5 users can use NGP assisted driving on regular roads, in addition to using the feature on highways.

To better build trust in human-machine co-driving, XPeng has introduced the SR smart assisted driving environment simulation display. The City NGP has a richer center control and instrumentation SR simulation display than the highway NGP.

In announcing February delivery figures on March 1, XPeng said that the City NGP advanced driver assistance feature will be implemented in several models in several cities, including Shenzhen and Shanghai, starting in March.

The upcoming OTA upgrade for the XPeng P5 will see the Xmart OS version number upgraded to 3.4.0, which will bring more than 20 enhancements to the base experience in addition to making City NGP available in Shenzhen, the company said.

XPeng opens City NGP to all eligible P5 vehicles in Guangzhou

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China Deals Electric eMobility eV Ningbo Tuopu Nio NIO Suppliers Tesla

Tesla parts supplier Ningbo Tuopu signs cooperation deal with NIO

Ningbo Tuopu said its strategic partnership with uses an innovative T0.5 collaboration model that will provide the latter with better products and services.

NIO US | NIO HK | NIO SG

(Image credit: CnEVPost)

Ningbo Tuopu Group, a parts supplier, has signed an agreement with NIO (NYSE: NIO) in which the two companies will adopt an innovative partnership model not commonly seen in the automotive industry.

Ningbo Tuopu and NIO signed a strategic cooperation framework agreement on March 16 to establish a strategic partnership for the development, manufacture and supply of new energy vehicle components, according to an exchange announcement today from the Shanghai-listed company.

One of the goals of the partnership is for Ningbo Tuopu to supply parts near NIO's plants in Hefei, according to the announcement.

The companies will also collaborate on the use of low-carbon materials, supply chain emissions reduction, digital supply chain and global business exploration.

For the current phase, Ningbo Tuopu will collaborate strategically with NIO on products including chassis systems, body lightweight, thermal management systems, interior and exterior systems and NVH (noise, vibration, and harshness) damping systems.

The two companies will also explore all-round cooperation in the areas of intelligent cabin components, air suspension systems and intelligent driving systems, the announcement said.

The teams of both parties will establish regular communication mechanisms and provide adequate resource support to ensure the implementation of the strategic cooperation, according to the announcement.

Notably, Ningbo Tuopu said its strategic partnership with NIO is based on an innovative T0.5 supply chain cooperation model, which will provide the customer products and services with better QSTP (Quality, Service, Technology, Price).

Ningbo Tuopu did not explain more about the T0.5 partnership model, but it is a new model it has been working on for the past few years.

In the automotive industry, the typical relationship between parts suppliers and automakers is T1 (Tier 1), a supplier that signs a supply contract directly with the car company, and T2 (Tier 2), which has a contract with a T1 supplier.

In the T0.5 model implemented by Ningbo Tuopu, automakers are more involved in the development of components, thus shortening the development cycle and ensuring quality.

Ningbo Tuopu was founded in 1983 and is one of the largest parts suppliers in China. The company last came to the attention of the general public in China because of a recall of the Tesla Model Y.

In December 2021, Tesla announced a recall of 21,599 China-made Model Y electric vehicles because of the risk of warping or breaking the vehicle's steering knuckle, which was supplied by Ningbo Tuopu.

Following the announcement of the Tesla Model Y recall, Ningbo Tuopu's shares traded in Shanghai were at one point severely sold off.

The parts maker later issued a statement saying that the products involved in the recall were only for the Model Y and not for other Tesla models or other customers' models.

The company estimated that the recall was not material and would not have an impact on its annual operating results or on its business based on the number of recalls and defect ratios, it said in the statement at the time.

NIO won't get involved in price war, exec says

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China Electric eMobility eV Li Auto Li Auto Plant

Li Auto’s Beijing plant expected to see 1st vehicle roll off line by Sept

's first all-electric model will go into production at its Beijing plant, with an annual capacity of 100,000 all-electric vehicles in the first phase.

Li Auto US | Li Auto HK

(A rendering of Li Auto's factory posted on Weibo by Beijing Shunyi district authorities.)

Li Auto's (NASDAQ: LI) plant in Beijing, where it is headquartered, is expected to be operational by September to produce its first all-electric model.

Li Auto's manufacturing site in Beijing -- built on the site of the original Hyundai No. 1 plant -- is expected to see its first vehicle roll off the line by September of this year, according to an article published yesterday by a WeChat account owned by local media outlet Beijing Daily.

The article said Beijing officials toured the factories of automakers including BAIC and Li Auto in the city's Shunyi district on March 14.

Yin Li, party chief of Beijing, checked out the construction of Li Auto's Beijing plant and the current operation of its pilot production center, according to the report.

He asked Beijing government authorities to support Li Auto's development in the city by providing smooth services and helping the company resolve difficulties.

Yi said he hoped Li Auto would stay rooted in Beijing and accelerate the start-up of projects under construction, according to the report.

Li Auto's current vehicles -- the Li L7, Li L8 and Li L9 -- are all extended-range electric vehicles (EREVs), all produced at its plant in Changzhou, Jiangsu province, in eastern China.

On October 16, 2021, an announcement from Beijing's Shunyi District government said that Li Auto had officially started construction of its manufacturing site in the district, with production scheduled to begin by the end of 2023.

Upon reaching production, the plant will achieve an annual capacity of 100,000 units of pure-play electric vehicles, the announcement said.

The plant was originally Hyundai's No. 1 factory, but production had been halted since April 2019.

A Beijing Daily report at the time cited officials from the Beijing Municipal Development and Reform Commission as saying that Li Auto had utilized 60 percent of the plant's original resources, maximizing the existing stock of plant resources.

On March 14, the Shunyi district government said in a post on its official Weibo account that Li Auto's factory in Beijing would be reviewed for production qualifications in the near future.

Li Auto's first all-electric model will go into production at the plant, with an annual capacity of 100,000 all-electric vehicles in the first phase, according to the post.

Li Auto's official Weibo account, which reposted the post, added that the second phase of the Li Auto industrial park, its R&D office center here, is also under construction.

The company's first all-electric model is expected to be an MPV.

In terms of product form, an SUV with extended-range technology would be a more appropriate choice. Li Auto's future pure electric models will bring a product completely different from any form currently on the market and will not have an impact on existing products, Li Xiang, founder, chairman and CEO of Li Auto, said on Weibo in June last year.

In July last year, a model suspected to be Li Auto's MPV was seen appearing in front of Li Auto's Beijing R&D headquarters.

Li Auto Q4 earnings: Key takeaways from conference call

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China Electric eMobility eV XPeng XPeng Team

XPeng finishes consolidating sales system to improve efficiency, report says

The management teams of 's direct sales channel and its authorized dealer channel have been combined to reduce unnecessary competition for interest from within, according to local media.

XPeng US | XPeng HK

(Image credit: CnEVPost)

XPeng's (NYSE: XPEV) organizational restructuring appears to be continuing, with the latest move completing a major reorganization of its sales system, according to a new report.

XPeng's sales system has recently completed changes in its internal management structure, with the management teams of its direct sales channel as well as its authorized dealer channel being merged, according to a report by local media outlet Jiemian.

The company is one of the rare new Chinese carmakers to have both a direct and dealership system. This approach helped XPeng rapidly expand its number of stores and reduce the cost of building them in the early stages of its development, Jiemian's report noted.

As of the third quarter of last year, XPeng had more than 400 stores, of which about 70 percent were directly operated by the company and 30 percent were authorized dealers. As a comparison, and 's latest store counts were 296 and 387, respectively, according to the report.

However, these two sales channels of XPeng are managed by different teams and thus have the problem of competing for each other's interests.

XPeng's directly managed stores are under XPeng Auto Trading, headed by co-founder He Tao. Its authorized dealers are managed by the UDS (User Development Service Center) team, headed by chief talent officer and vice president of sales Liao Qinghong.

A previous report by local media 36kr mentioned that at the height of competition between these two teams, XPeng's direct system received a fund, one of the invisible uses of which was to find problems with the authorized dealer system.

Disruptions in the sales network were one of the reasons for XPeng's poor sales performance last year, Jiemian's report noted.

XPeng sold 120,757 vehicles in 2022, meeting only 48.3 percent of its full-year sales target, according to the report.

Starting in January, XPeng began integrating the two different sales systems, a process that was recently completed, Jiemian's report said, citing a source familiar with the matter.

On January 30, XPeng announced that Wang Fengying, formerly president of Great Wall Motor, has been named president of the company.

Ms. Wang will be responsible for XPeng's product planning, portfolio management and sales operations, reporting to the company's chairman and chief executive officer, He Xiaopeng, XPeng said at the time.

After heading sales, Ms. Wang removed XPeng's original big region system and redefined more than 20 sales districts, with direct stores and authorized dealers in each district managed by a single head, according to Jiemian.

The unified management of Xpen'sg directly managed stores and authorized dealers will be able to avoid competition between the two and help reduce the impact on consumers, the source said.

XPeng earnings preview: Q4 to be soft with promotions hitting margins

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CATL China Electric eMobility eV Li Auto Lithium Lithium Carbonate Lithium Prices Nio Zeekr

CATL to reach new price agreement with automakers as soon as end of Mar, report says

The price of lithium, a raw material for batteries, has accelerated its decline, with industrial-grade lithium carbonate falling RMB 7,500 per ton to RMB 302,500 per ton today.

New price agreements between Chinese power battery giant and some local automakers are expected to be reached this month, at a time when battery raw material prices continue to fall.

CATL's lithium rebate policy is progressing steadily, and it is now at the practical stage of signing agreements with some car companies, local media Cailian said today, citing sources close to the battery maker.

These agreements are expected to be reached by the end of this month at the earliest, the source said.

CATL's plan was first reported on February 17 by local media outlet 36kr, which said it is not aimed at all customers, but rather at several strategic customers, including (NYSE: NIO), (NASDAQ: LI), and .

The core terms of the partnership include that CATL will settle a portion of the price of power battery supply with car companies at a rate of RMB 200,000 ($28,970) per ton of lithium carbonate for the next three years.

At the same time, car companies signing the partnership will be required to commit about 80 percent of their battery purchases to CATL, according to the report.

CATL management first acknowledged the move during the company's earnings call on March 9.

CATL's lithium sharing plan is not for the purpose of lowering prices, but rather the company already has some mineral resources and does not want to reap windfall profits, its management said.

CATL wants to be able to share with long-term strategic customers and is moving forward with communications to that end, the company said.

Prior to that, Li Auto and NIO both said that they had ongoing discussions with CATL when asked about the topic in their respective earnings calls.

CATL's move comes as lithium carbonate has been falling for months.

Today's quotes for industrial-grade lithium carbonate and battery-grade lithium carbonate in China were both down RMB 7,500 per ton, with the latest average prices at RMB302,500 per ton and RMB 340,000 per ton, respectively, according to My Steel.

($1 = RMB 6.9040)

CATL confirms it's negotiating new prices with EV makers

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China Earnings Earnings Preview Electric eMobility eV Tesla XPeng

XPeng earnings preview: Q4 to be soft with promotions hitting margins

"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics," Edison Yu's team said.

US | XPeng HK

XPeng (NYSE: XPEV) will report fourth-quarter earnings on Friday, and as usual, Deutsche Bank analyst Edison Yu's team provided their preview.

"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics," the team said in a research report sent to investors yesterday.

Soft fourth-quarter

XPeng will report its unaudited financial results for the fourth quarter and fiscal 2022 on Friday, March 17, before the US markets open.

It delivered 22,204 vehicles in the fourth quarter, above the upper end of the guidance range of 20,000 to 21,000, but down 46.82 percent year-on-year and down 24.91 percent from the third quarter.

XPeng's previous revenue guidance for the fourth quarter was RMB 4.8 billion to RMB 5.1 billion, representing a year-on-year decrease of about 40.4 percent to 43.9 percent.

"We expect a soft quarter with deliveries already reported at 22,204, above management's guidance range (20,000-21,000), but with promotional activity hitting margins," Yu's team wrote.

The team expects XPeng to post revenue of RMB 5.4 billion yuan and a gross margin of 11.5 percent in the fourth quarter.

They expect XPeng's vehicle margin to be 8.5 percent in the fourth quarter, down 3.1 percentage points from the third quarter, and adjusted earnings per share of RMB -2.33.

The current analyst consensus in the Bloomberg survey is for revenue of RMB 5.7 billion, gross margin of 12.1 percent and adjusted EPS of RMB -2.25.

For the first quarter, Yu's team expects deliveries to be around 19,000-20,000 units and for gross margin to drop to single digits as price cuts take hold.

XPeng deliveries in January and February were 5,218 and 6,010 units respectively, for a cumulative total of 11,228 units. Insurance registration figures for the past two weeks suggest that the company did not see a significant improvement in deliveries in March.

Uncertainty in 2023

The key to XPeng's relevance going forward is to win back market share, and that could take several quarters to achieve, which has created significant uncertainty this year, Yu's team said.

Demand for the company's flagship SUV, the G9, has clearly been disappointing, despite mostly positive reviews, the team said, adding that they expect XPeng to potentially make pricing or SKU adjustments to the SUV in the coming months.

XPeng's new P7i sedan should help with order volume, but there won't be materially beneficial until the second quarter, the team said.

Most importantly, XPeng's upcoming Model Y competitor, the G6, needs to reach at least 5,000 units per month by the end of the year to be considered a success, the team said.

The team now expects XPeng to be on track to deliver 145,000 vehicles in 2023, a 10,000-unit downward revision from earlier, taking into account the decline in G9 sales.

How can capacity utilization be improved?

If XPeng's sales continue to be weak, its management may need to get creative to improve its capacity utilization, Yu's team said, adding that the easiest way to do that would be to sign some large fleet deals.

That may be hard in China, considering and GAC have stronger positions in the taxi and ride-sharing segment, but XPeng recently signed deals with some local car rental companies to buy its P7 sedan, the team noted.

XPeng entered into a strategic partnership with local car rental company eHi Car Services on July 19, 2022, and delivered the first few hundred cars to the latter.

On January 9 this year, XPeng signed agreements with car rental company China Auto Rental and 's travel service platform Xiaolinggou Travel Technology, and completed the delivery of the first XPeng P7 vehicles in Ningbo, Zhejiang province.

In addition, XPeng has restarted its expansion efforts in Europe, where large fleet deals could make sense due to the region's high percentage of corporate fleets and low availability of cheap BEV options, Yu's team said.

"We note BYD has an agreement with SIXT for 100,000 EVs and XPeng's vehicles fall into a similar price point. BYD also just announced a 5,000 unit agreement with UK's Octopus EV," the team wrote.

Another option is to partner more deeply with traditional OEMs on EVs and robotaxis, which could come in the form of equity investments or strategic alliances, according to the team.

XPeng offering discounts to clear P7 inventory, facelift to launch next week, report says

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BYD China Deliveries Electric eMobility eV EV Data Insurance Registrations Li Auto Neta Nio Tesla Weekly Data XPeng

China NEV insurance registrations for week ending Mar 12: BYD 37,141, Tesla 17,032, NIO 2,170

This article is being updated, please refresh later for more content.

's insurance registrations last week in China were higher than the previous week's 13,266, while 's were lower than the previous week's 3,345.

 

's new energy vehicles (NEVs) saw 37,141 insurance registrations in China for the week ending March 12, lower than the previous week's 38,932, according to numbers shared today by auto blogger @一路向北BYD.

Tesla vehicles saw 17,032 insurance registrations in China last week, higher than the previous week's 13,266.

NIO was 2,170 last week, down from 3,345 the week before.

registered 4,243 units last week, up from 3,222 units the previous week.

was 1,635 units last week, up from 1,421 units the week before.

BYD's premium brand Denza vehicles saw 1,853 insurance registrations last week, up from 1,808 the week before.

was 1,043 units last week, down from 1,814 units the week before.

BMW's NEVs registered 1,486 insurance units in China last week, down from 1,663 units the week before.

The past week has seen a rare price war in China's auto industry involving not only NEV makers, but traditional internal combustion engine automakers as well.

Rumors surfaced last week that BMW dealers were offering a massive subsidy for the all-electric BMW i3 in China, and that consumers who pay full price for the car can even get the model for RMB 120,000 to 180,000, less than half the retail price.

BMW insiders denied this, but sources at BMW dealers said they are indeed offering discounts, and that these measures were only introduced this month, local media Cailian reported last week.

For the BMW i3 eDrive35 L, which currently has a guide price of RMB 353,900, the price after discounts is RMB 248,000, the report said, citing BMW dealership sources.

Consumers will also receive an additional RMB 6,000 subsidy if they trade in their vehicles, the source said.

The increasing number of car companies joining the price war has led to increased consumer wait-and-see sentiment to avoid seeing price reductions shortly after purchasing a car.

Li Auto has introduced a consumer purchase price protection benefit that covers all of the company's currently available models -- Li L7, Li L8, Li L9.

For consumers who purchase these models, if the prices drops within 90 days of their order, then Li Auto will refund the difference.

The policy, which is available to consumers when they purchase the Li L7, Li L8, and Li L9, is primarily intended to make clear to them that Li Auto will not drop the prices, local media outlet The Paper said earlier today, citing salespeople from the company.

China NEV insurance registrations for week ending Mar 5: BYD 38,932, Tesla 13,266, NIO 3,345

Weekly NEV insurance registrations in China in 2023

WkBYDTeslaNIOXPengLi AutoBMWZeekrNEVNEV+ICE
03/06-03/1237,14117,0322,1701,6354,2431,4861,043988
02/27-03/0538,93213,2663,3451,4213,2221,6631,8144,109515116,238345,340
02/20-02/2639,47310,7053,3571,6855,3871,7921,8552,152401111,983331,238
02/13-02/1937,0265,9133,1741,4634,2382,2711,4431,038329100,408303,101
02/06-02/1231,4176,9633,0451,3964,0626825471,170NA85,572280,741
01/30-02/0524,2808,6431,9489752,2405935543,96411469,692267,843
01/23-01/295,2803,356427210990NA89NANA17,94592,600
01/16-01/2224,7087,4963,0081,0684,903NA657NANA67,500330,400
01/09-01/1540,42012,6542,9631,8174,5272,6871,35942023799,041438,000
01/02-01/0835,9242,1102,8181,5513,7042,1031,5112388077,000290,000

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China Electric eMobility eV Nio NIO ES7 NIO ET5 Wait Times

NIO ES7 and ET5 wait times get longer

delivered 12,157 vehicles in February, including 6,471 ET5s, 649 ET7s and 2,848 ES6s.

(From left to right: EC7, EC6, ET7, ET5. Screenshot on March 14.)

NIO (NYSE: NIO) has seen slightly longer wait times for two of its models in China, the first time since late January that such a change has occurred.

The company's current main seller, the ET5 electric sedan, now has an expected delivery date of 3-4 weeks, up 1 week from the previous 2-3 weeks, information from the NIO App monitored by CnEVPost shows.

The NIO ES7 SUV currently has an expected delivery date of 4-6 weeks, up from about 3 weeks previously.

The NIO App is currently showing 8 models, including the old ES8, ES6 and EC6 based on the NT 1.0 platform, and the all-new ES8, ES7, EC7, ET7 and ET5 based on the NT 2.0 platform.

The EC7 and the new ES8 were launched at NIO Day 2022 held on December 24, 2022, and deliveries are set to begin in May and June, respectively.

The wait time information is unchanged today for all models except for the ES7 and ET5.

(From left to right: All-new ES8, old ES8, ES7, ES6. Screenshot on March 14.)

Yesterday, the NIO App stopped showing the expected delivery time for the ET7. There have been recent rumors that NIO may release a revamped version of its flagship sedan.

The longer wait time for vehicles could be due to increased consumer demand compared to previously, or a lack of parts availability. There is no way to tell exactly why the wait times for the NIO ES7 and ET5 have become longer.

NIO delivered 12,157 vehicles in February, up 42.92 percent from 8,506 in January and up 98.29 percent from 6,131 in the same month last year, according to data it released on March 1.

That delivery volume included 5,037 SUVs, and 7,120 sedans, NIO said. The ET7 and ET5 are sedans, all other models are SUVs.

Separately, data released by the China Passenger Car Association (CPCA) showed the ET5 delivered 6,471 units in February, the ET7 649 units and the ES6 2,848 units. Breakdown figures for other models are not available.

Changes in wait times for NIO models

DateModelPrevChangeLatest
03/14/23ET5 (NT 2.0)2-3 weeks↑3-4 weeks
03/14/23ES7 (NT 2.0)About 3 weeks↑4-6 weeks
03/13/23ET7 (NT 2.0)About 3 weeksNAStop showing
02/14/23ES7 (NT 2.0)3-4 weeks↓About 3 weeks
02/14/23ET7 (NT 2.0)3-4 weeks↓About 3 weeks
02/14/23ET5 (NT 2.0)About 3 weeks↓2-3 weeks
02/6/23ET5 (NT 2.0)3-4 weeks↓About 3 weeks
01/28/23ES7 (NT 2.0)2-3 weeks↑3-4 weeks
01/28/23ET7 (NT 2.0)2-3 weeks↑3-4 weeks
01/28/23ET5 (NT 2.0)7-9 weeks↓3-4 weeks
01/11/23ET5 (NT 2.0)8-10 weeks↓7-9 weeks
01/5/23ET5 (NT 2.0)9-11 weeks↓8-10 weeks
12/29/22ET5 (NT 2.0)10-12 weeks↓9-11 weeks
12/22/22ET5 (NT 2.0)12-14 weeks↓10-12 weeks
12/20/22ES7 (NT 2.0)4-6 weeks↓2-3 weeks
12/13/22ET5 (NT 2.0)13-15 weeks↓12-14 weeks
12/13/22ET7 (NT 2.0)About 2 weeks↑2-3 weeks
12/13/22EC6 (NT 1.0)About 2 weeksNAStop showing
12/2/22ET5 (NT 2.0)21-23 weeks↓13-15 weeks
11/25/22ES7 (NT 2.0)7-9 weeks↓4-6 weeks
11/25/22ET7 (NT 2.0)3-5 weeks↓About 2 weeks
11/23/22ES8 (NT 1.0)About 2 weeksNAStop showing
11/16/22ET7 (NT 2.0)4-6 weeks↓3-5 weeks
11/10/22ES8 (NT 1.0)2-3 weeks↓About 2 weeks
11/10/22ES6 (NT 1.0)2-3 weeks↓About 2 weeks
11/10/22EC6 (NT 1.0)2-3 weeks↓About 2 weeks
11/3/22ES7 (NT 2.0)11-13 weeks↓7-9 weeks
11/3/22ET7 (NT 2.0)6-8 weeks↓4-6 weeks
11/3/22ES8 (NT 1.0)2-4 weeks↓2-3 weeks
11/3/22ES6 (NT 1.0)2-4 weeks↓2-3 weeks
11/3/22EC6 (NT 1.0)2-4 weeks↓2-3 weeks
10/31/22ES7 (NT 2.0)12-14 weeks↓11-13 weeks
10/31/22ES8 (NT 1.0)3-5 weeks↓2-4 weeks
10/31/22ES6 (NT 1.0)3-5 weeks↓2-4 weeks
10/31/22EC6 (NT 1.0)3-5 weeks↓2-4 weeks
10/21/22ES7 (NT 2.0)13-15 weeks↓12-14 weeks
10/21/22ET7 (NT 2.0)11-13 weeks↓6-8 weeks
10/21/22ET5 (NT 2.0)21-23 weeksNAStop showing
10/21/22ES8 (NT 1.0)4-6 weeks↓3-5 weeks
10/21/22ES6 (NT 1.0)4-6 weeks↓3-5 weeks
10/21/22EC6 (NT 1.0)4-6 weeks↓3-5 weeks

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