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Battery Tech BYD CATL China Electric eMobility eV sodium-ion battery

CATL, BYD’s sodium-ion batteries both to be in mass production within this year, report says

CATL and BYD's sodium-ion batteries to be put into mass production will both be a mix of sodium-ion and lithium-ion batteries, according to local media.

CATL, BYD's sodium-ion batteries both to be in mass production within this year, report says-CnEVPost

(Image credit: CnEVPost)

BYD's progress in mass production of sodium-ion batteries does not seem to differ much from CATL's, although it has not announced the latest progress.

CATL and BYD's sodium-ion batteries will both be carried in mass-produced vehicles within the year, and they will both be a mix of sodium-ion and lithium-ion batteries, according to a report by local media 36kr today.

CATL's sodium-ion battery will be installed in the first model of Chery's new energy vehicle (NEV) brand iCAR, which is expected to be launched in the fourth quarter of this year, according to the report.

CATL, BYD's sodium-ion batteries both to be in mass production within this year, report says-CnEVPost

(Image credit: CnEVPost)

The sodium-ion battery will also be used in Chery's small NEVs, such as the QQ Ice Cream and the Little Ant, the report said.

With the big rise in lithium prices last year, leading battery makers including BYD and CATL have accelerated the pace of sodium-ion battery development.

BYD's sodium-ion battery will also be in mass production in the second half of the year, and the first model to carry the battery will be the Seagull, the report said, citing a BYD source.

The battery will also be a hybrid sodium-ion and lithium-ion battery, according to the report.

Sodium-ion batteries cost less, but currently have low energy density.

The energy density of sodium-ion batteries is now about similar to that of lithium iron phosphate batteries around 2014, the latter of which can only support a range of about 150km in small micro vehicles, the 36kr report noted.

CATL unveiled its first-generation sodium-ion battery on July 29, 2021, saying that the energy density of the single cell had reached 160Wh/kg.

The company said at the time that the energy density of the first-generation sodium-ion battery was slightly lower than that of lithium iron phosphate batteries. However, it has obvious advantages in low-temperature performance and fast charging, especially in high-power application scenarios in alpine regions.

CATL's next-generation sodium-ion battery will have an energy density exceeding 200Wh/kg, it said at the 2021 launch event.

Sodium-ion batteries are expected to be carried in electric vehicles, said Huang Qisen, vice president of CATL research institute, at a forum related to sodium-ion batteries on November 29, 2022.

As for applications in passenger cars, sodium-ion batteries can generally meet the needs of models with a range of up to 400 kilometers, Huang said at the forum.

With its pioneering AB battery system integration technology, CATL has achieved a mix of sodium ion and lithium ion, allowing them to complement each other and thus increase the energy density of the battery system, Huang said at the time.

This approach is expected to enable sodium-ion batteries to support electric vehicle models with a range of up to 500 kilometers, he said, adding that models with that range account for 65 percent of the market share, meaning the use of sodium-ion batteries is promising.

CATL's sodium-ion batteries will first be used in Chery's models, it announced on April 16.

Last November, there were several rumors that BYD's sodium-ion battery would be mass-produced in 2023 and that the first model to be equipped with the battery would be the Seagull. But none of these rumors were confirmed.

Earlier today, LatePost reported that BYD had planned to put the sodium-ion battery in the new Seagull model in the second quarter of this year, but that plan has been delayed.

BYD responded by saying that the information was untrue, the LatePost story noted.

BYD launched the Seagull and started pre-sales of it on the first day of the Shanghai auto show on April 18, and the model is the latest addition to its Ocean series.

The car is available in three versions, with pre-sale prices of RMB 78,800 ($11,450), 83,800 and 95,800 respectively.

Notably, the model uses BYD's blade batteries based on lithium iron phosphate chemistry with pack capacities of 30.08 kWh and 38.88 kWh, respectively.

The car is offered in two range versions, with the lower-priced two models having a CLTC range of 305 km and the highest-priced version having a range of 405 km.

The Seagull received more than 10,000 orders in the 24 hours after pre-sale began, BYD said yesterday.

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Chery to be 1st automaker to adopt CATL's sodium-ion batteries

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

Insurance registrations for week ending Apr 16: Tesla 12,500, Li Auto 6,300, NIO 700

NIO's weak performance may be because it is on the eve of multiple product switches, as it will begin deliveries of the new ET7, new ES6, EC7 in May and will begin deliveries of the new ES8 in June.

(NASDAQ: TSLA) and (NASDAQ: LI) kept sales strong last week, while NIO (NYSE: NIO) was weak, the latest data show.

Li Auto sold 6,300 units in the week of April 10 to April 16, far outpacing China's other new car-making brands, the automaker said in an April 19 post to its WeChat account.

Li Auto didn't say what the sales figure was based on, but it was apparently insurance registrations. Previously, we had access to the data every Tuesday, and Li Auto's practice was to share some of it on Wednesdays.

The main source that provides data on auto insurance registrations in China stopped sharing that data this month, but Li Auto continues to share some of it.

Tesla sold 12,500 units last week, according to the data table shared by Li Auto. Tesla's sales in the previous week were 6,973, according to data previously shared by Li Auto.

NIO sold about 700 units last week, according to the data. The electric vehicle maker sold 1,316 units in the previous week.

NIO's weak performance may be because it is on the eve of multiple product switches. It launched the new ET7 and unveiled the new ES6 on the first day of the Shanghai auto show on April 18, with deliveries both set to begin in May.

In addition to the new ET7 and the new ES6, NIO will also start delivering the EC7 coupe SUV in May and will start delivering the new ES8 in June, according to plans it previously annouced.

sold 1,300 units last week, up from 904 units the week before, according to data shared by Li Auto. XPeng unveiled the new SUV G6 on the first day of the Shanghai auto show on April 18, but pricing information is unknown.

sold 1,600 units last week, up from 1,476 the week before. Leapmotor sold 1,700 units last week, up from 1,157 the week before. Neta sold 1,800 units last week, up from 1,526 the week before.

Among premium brands, BMW sold 14,500 cars last week including internal combustion engine vehicles as well as NEVs, Mercedes-Benz 13,400 and Audi 12,600, according to data shared by Li Auto.

Separately, retail sales of NEVs in China from April 1-16 were 223,000 units, up 89 percent year-on-year and up 13 percent from the same period last month, according to data released yesterday by the China Passenger Car Association (CPCA).

Considering that NEV retail sales were 91,000 from April 1 to April 9, this means that during the week of April 10 to April 16, NEV retail sales in China were 132,000 units, up 45 percent from the previous week.

From April 10-16, retail sales of all passenger vehicles in China were 335,328 units, up 80 percent year-on-year and up 23 percent from the same period last month, according to the CPCA.

Insurance registrations for week ending Apr 9: Tesla 6,973, Li Auto 4,177, NIO 1,316

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CATL China Condensed Battery Electric eMobility eV

CATL unveils Condensed Battery for electric aircrafts and EVs

CATL is collaborating on the development of Condensed Battery for civilian electric aircrafts, and the battery for EVs will have mass production capability this year.

CATL unveils Condensed Battery for electric aircrafts and EVs-CnEVPost

Chinese power battery giant CATL has unveiled its new battery technology, Condensed Battery, which is expected to be used in electric aircrafts and drive faster change in the electric vehicle industry.

CATL's Condensed Battery will feature high safety and high energy density, with single cells having an energy density of up to 500 Wh/kg, the company's chief scientist Wu Kai said today at the Shanghai auto show.

CATL unveils Condensed Battery for electric aircrafts and EVs-CnEVPost

CATL has built a micron-scale adaptive mesh structure that regulates inter-chain interaction forces for changes in the electrochemical reactions of ultra-high energy density chemistries, according to Wu.

The battery also introduces a series of innovations in isolation films as well as innovative processes, including a high-energy cathode and a new type of anode, he said.

CATL is currently working on a collaborative development of a civilian electric aircraft project and is implementing aerospace-grade standards in the process to meet aerospace-grade safety and quality requirements, he said.

The Condensed Battery will also be available for use in electric vehicles and will have mass production capability within this year, Wu said.

CATL unveils Condensed Battery for electric aircrafts and EVs-CnEVPost

CATL initially said at the Chongqing auto show in late June last year that the company was developing Condensed Battery, in addition to solid-state and semi-solid-state batteries.

On August 28, 2022, Wu said at a new energy vehicle industry conference that Condensed Battery has features including high safety, high reliability, and good cycle life.

As some background, 500 Wh/kg energy density is the highest we've seen to date for any power cell claimed to be able to be mass-produced.

Current mainstream lithium-ion battery cells have energy densities of just over 200 Wh/kg, and NIO's (NYSE: NIO) 150 kWh semi-solid-state battery, which is expected to be available in a few months, is 360 Wh/kg.

Higher energy density means greater R&D challenges and thus higher costs.

NIO's 150-kWh pack costs about as much as an ET5 sedan, the company's co-founder and president Qin Lihong said on February 11 at a face-to-face user event in Changzhou, Jiangsu province.

Chery to be 1st automaker to adopt CATL's sodium-ion batteries

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Auto Show China Electric eMobility eV Zeekr Zeekr Europe

Zeekr releases Europe strategy, 2 models to debut in Sweden and Netherlands in Q4

Zeekr's European headquarters will be in Amsterdam, Netherlands, and its first models in Europe will be the flagship Zeekr 001 shooting brake and Zeekr X urban SUV.

Zeekr releases Europe strategy, 2 models to debut in Sweden and Netherlands in Q4-CnEVPost

(Image credit: CnEVPost)

Zeekr, the premium electric vehicle brand of Geely Holding Group, today officially unveiled its Europe strategy, marking an important milestone in its ambitious global growth plan.

Zeekr will offer European customers an electric vehicle experience based on a direct-to-customer business model, it announced on the first day of the Shanghai auto show.

Its first models in Europe are the flagship Zeekr 001 shooting brake, which has a range of about 600 kilometers, and the Zeekr X urban SUV, which was launched in China on April 12.

They will begin arriving in Sweden and the Netherlands in the fourth quarter, with other countries to follow quickly, Zeekr said.

"It’s been just two years since we revealed our first state-of-the-art electric vehicle -- the ZEEKR 001. The response from customers to our brand has been incredible with over 93,000 units sold already," said Andy An, Zeekr's global CEO.

Zeekr was valued at $13 billion following its last $750 million Series A funding round, and launching the brand in Europe is a key step in its global strategy, An said.

Zeekr 001 and Zeekr X were developed at Zeekr's global design and R&D center in Gothenburg, Sweden.

Zeekr's European team of more than 1,500 engineers and designers is already in place and has produced several models for the Geely Group. Their long-standing experience is a core strength of Zeekr's successful entry into Europe, the company said.

Zeekr's European headquarters will be in Amsterdam, Netherlands, and will have a leadership team that has held senior positions at other premium and luxury automakers.

Zeekr Europe's CEO is Spiros Fotinos, whose LinkedIn page shows he has worked for Toyota, Lexus and joined Zeekr in September 2022.

European consumers are increasingly ready to move to EVs and are more open than ever to new technology brands, especially those that focus on electric vehicles, Fotinos said.

Zeekr was officially launched as an independent company in 2021, with its first model, the Zeekr 001, launched on April 15, 2021, and deliveries beginning in October 2021.

On November 1, 2022, Zeekr's second model, the Zeekr 009 MPV, was launched, and its deliveries began on January 15.

On April 12, Zeekr launched its third model, the Zeekr X, which it hopes will become the benchmark for luxury compact cars.

Zeekr delivered 6,663 vehicles in March, up 271.20 percent from 1,795 in the same month last year and up 22.14 percent from 5,455 in February, according to data it released on April 1.

By the end of March, Zeekr's cumulative deliveries since its inception stood at 93,182.

Zeekr launches Zeekr X SUV to gain further share from market dominated by German luxury automakers

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Auto Show China Electric eMobility eV Tesla XPeng XPeng G6

XPeng G6 debuts at Shanghai auto show

The G6, a new energy SUV with a price range of RMB 200,000-300,000, will be officially launched and delivered by the end of the second quarter, XPeng said previously.

(Image credit: CnEVPost)

XPeng's (NYSE: XPEV) new model G6, its first model based on the next-generation architecture, was officially unveiled today on the first day of the Shanghai auto show.

XPeng said the G6 is the ultimate form of vehicle before full is achieved, saying the model is equipped with XNGP intelligent assisted driving that provides powerful environmental awareness and can generate high precision maps in real-time.

The model is based on an 800 V high-voltage platform and can get 300 kilometers of range in as little as 10 minutes of charge, XPeng said. The company's other 800 V-based model is the flagship G9 SUV.

XPeng did not announce specific specifications or pricing information for the G6, which are expected to be known at a future official launch event.

XPeng unveiled its next-generation architecture called SEPA (Smart Electric Platform Architecture) 2.0 at an event in Shanghai on April 16, saying the G6 will be the first model to be built on it.

The architecture will shorten the development cycle of future models by 20 percent and optimize development efficiency significantly, it said, adding that interchangeability and interoperability of common and modular components between new models will reach 80 percent, enabling XPeng to meet diverse customer needs at an optimized cost.

Early last month, a regulatory filing revealed that the XPeng G6 has a length, width and height of 4,753 mm, 1,920 mm and 1,650 mm, respectively, and a wheelbase of 2,890 mm.

For comparison, the (NASDAQ: TSLA) Model Y measures 4,750 mm in length, 1,921 mm in width and 1,624 mm in height, with a wheelbase of 2,890 mm.

The two single-motor versions of the XPeng G6 feature a 218 kW peak power motor, while the dual-motor version has an additional 140 kW peak power motor.

All three versions of the XPeng G6 in the filing are equipped with cells supplied by 's local competitor CALB, and battery packs are manufactured at XPeng's plant in Wuhan, Hubei.

On March 17, XPeng management said during the company's fourth-quarter earnings call that the G6, a new energy SUV with a price range of RMB 200,000 ($29,090) to RMB 300,000, will be officially launched and delivered by the end of the second quarter.

XPeng's monthly sales target for the G6 is two to three times that of the P7, the company's chairman and CEO He Xiaopeng said during the call.

The G6 will have a significantly improved range that will exceed expectations and will have much more interior space than similar offerings from competitors, he said previously.

In a research note sent to investors on March 22, Deutsche Bank analyst Edison Yu's team said the G6 will be the swing factor and that the model will need to succeed in order to make XPeng truly relevant in the market again.

(1 $= RMB 6.8761)

G6 will be swing factor for XPeng, says Deutsche Bank

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Auto Show China Electric eMobility eV Nio NIO ES6 NIO ET7 Product Launch

NIO launches new ET7, unveils new ES6 at Shanghai auto show

The 2023 ET7 is already taking order lock-ins, with deliveries to start in mid-May. The new ES6 is now available for pre-order, but the official launch and delivery will be in late May.  |  NIO US | NIO HK | NIO SG

NIO (NYSE: NIO) today officially launched the 2023 model year ET7 sedan and gave the debut of the revamped ES6 SUV as planned.

The 2023 ET7 is now available for pre-order and order lock-ins, with deliveries to begin in mid-May, William Li, founder, chairman and CEO of NIO, announced today on the first day of the Shanghai auto show.

The new ES6 is also available for pre-order, but the official launch will be in late May.

New ET7

NIO launches new ET7, unveils new ES6 at Shanghai auto show-CnEVPost

(Image credit: CnEVPost)

The ET7 is NIO's flagship sedan, originally launched at the NIO Day 2020 event on January 9, 2021, with deliveries beginning on March 28, 2022.

The 2023 ET7 brings more than 15 updates and upgrades, including improved seats and a 40w wireless charging panel for cell phones, but at the same prices.

With a more comfortable ride, more refined interior and a smarter experience, the improved ET7 continues to lead the direction of change for premium smart electric mid to large size sedans, said Li.

Including the battery, the new ET7 starts at RMB 458,000 ($66,600) for the version with the 75-kWh pack and RMB 516,000 for the version with the 100-kWh long-range pack.

If customers choose the BaaS (battery as a service) option, both models start at RMB 388,000, with monthly battery rental costs of RMB 980 and RMB 1,680 respectively.

In addition to these two versions, the new ET7 is also available in a signature edition with a 100-kWh battery pack for a starting price of RMB 536,000 including the battery. The model starts at RMB 408,000 under the BaaS plan, with a monthly battery rental fee of RMB 1,680.

NIO launches new ET7, unveils new ES6 at Shanghai auto show-CnEVPost

NIO is offering a 10-year unlimited mileage warranty, four free battery swaps per month, and free lifetime internet connectivity for 2023 ET7 customers.

Customers who pay a deposit for the ET7 before June will receive a free home charger worth RMB 7,500. If they choose to forgo the home charger, they can 2 more free battery swap services per month.

Customers who order before June will also receive two years of free NOP (Navigate on Pilot) Plus worth RMB 9,120.

The formal version of NOP+ will be available in subscription mode starting July 1 for RMB 380 per month.

NIO's intelligent driving software NAD (NIO Autonomous Driving) will also be available on a monthly subscription basis for RMB 680 per month. There is no clear timeline for the software's availability.

New ES6

NIO launches new ET7, unveils new ES6 at Shanghai auto show-CnEVPost

(Image credit: CnEVPost)

The new ES6 made its debut today at the Shanghai auto show. NIO did not announce the exact specifications or prices of the SUV, and its official launch will be in late May.

Nonetheless, NIO has begun allowing customers to pay a RMB 5,000 deposit to reserve the model, which Li said will move quickly from official launch to delivery.

Customers who purchase the model by July 31 will receive benefits including a Moon theme package with orange calipers worth RMB 8,000 and NOP + two years free access worth RMB 9,120.

First-time owners of the new ES6 will also receive a 10-year unlimited mileage warranty, up to six free battery swaps per month and free internet access.

Deliveries of the new ES6 are expected to begin in late May, roughly in the order of order lock-in and reservation payment, according to an article in the NIO App. This means that deliveries of the ES6 are expected to begin the month of its official launch.

The show cars of the new ES6 and the vehicles used for test drives are expected to be available in NIO stores in May.

NIO launches new ET7, unveils new ES6 at Shanghai auto show-CnEVPost

(Image credit: CnEVPost)

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NIO keeps goal of doubling sales this year despite price war causing greater challenges

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China Electric eMobility eV Nio Sales Target William Li

NIO keeps goal of doubling sales this year despite price war causing greater challenges

NIO maintains its previously mentioned goal of doubling sales, despite greater challenges to meet the goal, said William Li.

NIO keeps goal of doubling sales this year despite price war causing greater challenges-CnEVPost

(William Li (left), founder, chairman and CEO of NIO, and Qin Lihong, co-founder and president of the company, participate in a media group interview. Photo taken by CnEVPost.)

NIO (NYSE: NIO) is confident it will see sales double this year, despite a rare price war that disrupted the Chinese auto industry in the first quarter.

NIO maintains its previously mentioned goal of doubling sales, though the challenge to meet that goal is greater, William Li, the electric vehicle (EV) maker's founder, chairman and CEO, said in an interview in response to questions from CnEVPost.

The price war has had a big impact on the auto industry, and NIO will not follow suit. Instead, it adjusted the benefits offered to consumers, which can be seen as a price increase, Li mentioned in the group interview on April 17 on the eve of the Shanghai auto show.

What NIO really cares about is creating value for users, not simply lowering prices, Li said, adding that companies that start price wars usually don't get the results they want because it leads to damage to the interests of existing vehicle owners and won't win the future.

In the short term, NIO will face some pressure as a result, he said.

NIO delivered a total of 122,486 vehicles in 2022, up 34 percent from 91,429 in 2021. The doubling of sales means that NIO is expected to deliver about 240,000 vehicles this year.

Li said in a March 1 analyst call following NIO's fourth-quarter earnings announcement that the company is aiming to see sales double this year compared to last year.

"Our team is very confident in that," Li said at the time.

In a March 22 interview with Bloomberg TV, NIO CFO Steven Feng said the company is very confident it will meet its sales target in 2023.

NIO delivered 31,041 vehicles in the first quarter, which means it needs to deliver more than 23,000 vehicles each month on average for the rest of the year to meet its full-year goal.

NIO keeps goal of doubling sales this year despite price war causing greater challenges-CnEVPost

At the time Li mentioned the target on March 1, only a handful of NEV makers had cut prices in China.

However, some internal combustion engine automakers then began offering steep discounts, and a wave of price cuts quickly swept through the industry.

Rather than boosting vehicle sales significantly, the rare price war has led to increased consumer's wait-and-see sentiment.

On March 22, the China Association of Automobile Manufacturers (CAAM) called for the hype about this round of price cuts in China's auto industry to cool down as soon as possible, so that the industry can return to normal operation and ensure healthy and stable development throughout the year.

In March, retail sales of new energy passenger vehicles in China were 543,000 units, up a modest 21.9 percent year-on-year and 23.6 percent from February, according to data released by the China Passenger Car Association (CPCA) on April 10.

This is lower than the CPCA's preliminary figure of 549,000 units released on April 6, and lower than the 560,000 units it had forecast in its March 25 report.

The price cuts by some NEV companies may have triggered a wait-and-see mood among consumers, the CPCA said at the time.

For the overall passenger car market, retail sales in March were 1.587 million units, up 0.3 percent from a year earlier and up 14.3 percent from February. In the January-March period, retail sales in China's auto industry were 4.261 million units, down 13.4 percent from a year earlier.

Li also said in the interview that the decline in Chinese auto sales in the first quarter reflected a strong consumer wait-and-see sentiment.

He also mentioned that the company maintained its target of achieving profitability for its core NIO brand in the fourth quarter of this year, excluding investment in innovative businesses.

Lithium prices are falling faster than expected, and NIO's costs will fall as future deliveries rise, Li said.

As of April 17, the average price of battery-grade lithium carbonate had fallen to RMB 187,500 per ton in China, and the average price of industrial-grade lithium carbonate fell to RMB 140,000 per ton, according to data from Mysteel.

NIO keeps goal of doubling sales this year despite price war causing greater challenges-CnEVPost

NIO ET5 ranks 7th in top-selling premium sedan list in China with 6,437 Mar sales

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Auto Show China Electric eMobility eV Li Auto Nio Research Note XPeng

Shanghai auto show: Deutsche Bank’s preview

While auto shows have generally started to lose some significance as automakers turn to dedicated launch events, this year's Shanghai auto show could be an exception, said Deutsche Bank analyst Edison Yu's team.

(A file photo taken by CnEVPost at the Shanghai auto show two years ago shows an ET7 wrapped in a blanket.)

The Shanghai auto show will begin in less than 10 hours, and it will be interesting to know what analysts expect from the event.

"While auto shows have generally started to lose some significance as OEMs shifted to dedicated launch events, this year's Shanghai Auto Show (starts officially tomorrow) could be an exception," Deutsche Bank analyst Edison Yu's team said in a research note sent to investors today.

Most notably, this will be the first auto show since Covid reopened, bringing together many executives and industry observers from overseas for the first time in years, the team said.

Product cycles for electric vehicles are significantly faster compared to internal combustion engine vehicles, as automakers struggle to maintain customer attention and loyalty, meaning many of the vehicles unveiled at the show will begin delivery in short order, the team noted.

NIO (NYSE: NIO), (NYSE: XPEV) and (NASDAQ: LI) all have new announcements coming this week, with NIO set to officially unveil its new ES6, historically its best-selling SUV, Yu's team wrote.

NIO's sales have been sluggish in recent months due to customer expectations of a platform changeover, so the new ES6 will be a very important product, with deliveries likely to begin in June, the team said.

In addition to the new ES6, NIO will also unveil the new ET7 at the Shanghai auto show, the flagship sedan whose sales in the past few months have been well below its performance in the second half of last year.

The updated version of the NIO ET7 will feature some improvements to its interior and deliveries are expected to begin in a few months, Yu's team said.

For XPeng, it will unveil its G6 SUV at the show, which Yu's team believes is the most important model for the company's ambition to reignite volume growth.

"Pricing details will likely not be finalized though as management gauges the initial consumer response. Deliveries are set to begin in June," the team wrote.

Li Auto will launch its dual-energy strategy by unveiling its all-electric solution tomorrow.

The company's first BEV will be a premium MPV and production is expected to begin by the end of this year, Yu's team noted.

Li Auto management recently said it plans to spend RMB 10 billion yuan to build 3,000 supercharging stations by 2025, and further details of this roadmap are to be expected, the team said.

In addition to these three Chinese upstarts, traditional Chinese OEMs have been very active over the past year, the team said.

So far, GAC and have been the most consistent in terms of volume, according to the team.

Zeekr plans to bring the recently launched Zeekr X compact SUV to Europe along with the Zeekr 001 shooting brake model, and more details on the European strategy will be provided this week.

Also, BYD has been quite active, showing off its new Yangwang U9 electric supercar with the new DiSus-X body control system last week.

This week, BYD will unveil the Song L BEV and also begin taking pre-orders for the U8, a premium off-road SUV.

" The company is clearly trying to move upmarket by establishing bold 'halo' vehicles for its new brand," Yu's team wrote.

BYD also announced that the Dolphin and Seal BEVs will be available in Europe later this year. Both models will be smaller and cheaper and should compete more effectively in the low end of mass market, the team said.

In addition to local Chinese carmakers, global OEMs are also showing off new products, and upcoming new models will include the Polestar 4, Smart #3, Lexus LM and Maybach SUV BEV, the team noted.

Shanghai auto show: Full schedule of 150 press conferences for exhibitors

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Auto Show China Electric eMobility eV Nio

Shanghai auto show: Here’s what you can expect from NIO

NIO revealed 9 highlights of what it will be sharing at the event on the eve of the Shanghai auto show.  |  NIO US | NIO HK | NIO SG

NIO (NYSE: NIO) has announced on the eve of the Shanghai auto show what it will share at the event, showing what you can expect.

The most important of these are undoubtedly the new ES6 and the ET7, and they are important for NIO's future sales growth.

Here are 9 highlights that NIO announced late last night that it will share at the Shanghai auto show.

New models

The new ES6 with Banyan intelligent system will debut, and the 2023 ET7 will be officially unveiled.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

(Image credit: NIO)

New technology experience

At the NIO Innovations area, visitors can experience the 3D Dolby panoramic sound of The Wandering Earth 2 in the Pano Cinema digital cockpit, but also experience the Aquila super-sensing system in real-time.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

Supercar EP9

The electric supercar EP9 has set the fastest lap times at several of the world's top tracks with its extreme performance.

Three record-breaking EP9s will be on display at the show.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

New battery swap experience

NIO's third-generation battery swap station will be present at the show floor and demonstrate the full battery swap process.

The full range of NIO charging products, including the 500 kW ultra-fast charger, and the NIO Power Cloud, will also be on display.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

New Seeds talk

From April 22-23, Seeds, NIO's knowledge-sharing platform, will have a new sharing session at the booth.

Tim Pan, ET7 owner and founder of Media Storm, will be the initiator of the conversation with 4 guests.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

New products from NIO Life

NIO Life will launch four new product lines, including the first furniture line under Blue Sky Lab.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

Creation by NIO users

On the second floor of the NIO booth, over 20 pieces of photography, sound, and art pieces created by NIO users will be on display.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

New user interaction

Over 300 vehicle owner volunteers from more than 30 cities will help answer visitors' questions and help more people learn about NIO.

Owner Benefit Partners will provide exclusive benefit vouchers for meals and excursions in Shanghai.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

New mystery box benefits

NIO has prepared mystery boxes on-site where visitors can scan the QR code on the booth for a chance to win a gift.

These gifts include vehicle use vouchers worth up to about RMB 8,000, 1,888 NIO points, and auto show limited drink vouchers.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

The Shanghai auto show will be held from April 18 - 27, with media days from April 18 - 19, professional visitor days from April 20 - 21, and general public admission from April 22 - 27.

The show will be held at the National Exhibition and Convention Center in Shanghai, and NIO's booth is 6A01 in Hall 6.1, where it will have a press event on April 18 starting at 10:00.

Pictures obtained by CnEVPost show that NIO's pavilion is almost ready.

William Li, founder, chairman and CEO of NIO, and Qin Lihong, co-founder and president of the company, will be available for face-to-face interviews with the media, including CnEVPost, later today.

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

Shanghai auto show: Here's what you can expect from NIO-CnEVPost

NIO to launch new ET7 at Shanghai auto show besides new ES6

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China Electric eMobility eV Nio NIO ES7 Wait Times

NIO ES7 wait time gets longer

The expected delivery date for the NIO ES7 is now 3-5 weeks, up from about 2 weeks previously, information from the NIO App monitored by CnEVPost shows.  |  NIO US | NIO HK | NIO SG

NIO ES7 wait time gets longer-CnEVPost

(From left to right: All-new ES8, old ES8, ES7, ES6. Screenshot on April 17.)

The ES7 SUV, one of two major models currently being delivered by NIO (NYSE: NIO), has seen a longer wait in China.

The expected delivery date for the NIO ES7 is now 3-5 weeks, up from about 2 weeks previously, information from the NIO App monitored by CnEVPost shows.

The last change in the SUV's wait time information was on April 10, when it was shortened from about 3 weeks to about 2 weeks.

Waiting time information for all other NIO models remains unchanged today.

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

Among these models, only ES7 and ET5 are the ones NIO is mainly delivering. Its NT 1.0 platform models are being phased out, and deliveries of the EC7 and the new ES8 will start in May and June this year respectively, with the new ES6 and ET7 facelift to be unveiled tomorrow.

On April 14, the NIO App stopped showing wait times for the ES6 SUV, even though the NT 1.0 model had stopped receiving custom orders months ago.

The full range of NIO models with Banyan intelligent system will be presented on April 18, the new ES6 will debut and the 2023 ET7 will be officially unveiled, NIO said on April 11.

The upcoming biennial Shanghai auto show will be held from April 18 - 27, with April 18 - 19 being the media days, April 20 - 21 being the professional visitors' days, and the general public being admitted from April 22 - 27.

The show will be held at the National Exhibition and Convention Center in Shanghai and NIO's booth is 6A01in Hall 6.1, where it will hold a launch event on April 18 starting at 10:00.

NIO ES7 wait time gets longer-CnEVPost

(From left to right: EC7, EC6, ET7, ET5. Screenshot on April 17.)

NIO to launch new ET7 at Shanghai auto show besides new ES6

Changes in wait times for NIO models

DateModelPrevChangeLatest
04/17/23ES7 (NT 2.0)About 2 weeks↑3-5 weeks
04/14/23ES6 (NT 1.0)About 2 weeksNAStop showing
04/10/23ET5 (NT 2.0)About 3 weeks↓About 2 weeks
04/10/23ES7 (NT 2.0)About 3 weeks↓About 2 weeks
03/28/23ET5 (NT 2.0)3-4 weeks↓About 3 weeks
03/28/23ES7 (NT 2.0)4-6 weeks↓About 3 weeks
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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