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Battery Swap China Electric eMobility eV Insights Nio Research Note

Analysts expect Nio’s battery swap business to break even by end of 2026

As Nio's car sales rise, battery swap services are expected to see rapid growth, analysts said.

For details, please visit CnEVPost.

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BYD BYD Global China Electric eMobility eV Insights Research Note Sales Target

JPMorgan raises 2026 sales forecast for BYD to 6.5 million from 6 million units

BYD could become the "Toyota" of the global EV market, said JPMorgan.

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China Electric eMobility eV Nio Research Note Xiaomi

Analysts raise ‘5 big conjectures for 2025’, ‘Xiaomi acquiring Nio’ included

A Nio executive quoted the report's authors as saying it was their internal sharing of their recognition of the Nio brand and the battery swap model.

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China Electric eMobility eV Insights Research Note Xiaomi

Goldman Sachs expects Xiaomi to sell 350,000 EVs in 2025 and 655,000 in 2026

Goldman Sachs raised its EV sales forecast for Xiaomi, citing more favorable demand and manufacturing capacity outlook.

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BYD China Electric eMobility eV Insights Research Note

Deutsche Bank expects BYD to sell 5.52 million cars in 2025

Deutsche Bank forecasts the BYD brand to sell 5.1 million cars in 2025, Denza brand at 250,000 and Fang Cheng Bao at 160,000 cars.

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China Electric eMobility eV Nio Product Plans Research Note

Nio management reveals 2025 product roadmap in communication with Goldman Sachs

The Onvo sub-brand will launch two SUVs in the second half of 2025, and the Nio brand's facelifted models will have larger sizes, lower costs, and more LiDARs, according to Goldman Sachs.

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China Electric eMobility eV Insights Nio NIO Firefly Nio Onvo Research Note

Deutsche Bank expects Nio brand to sell 223,000 cars in 2025, Onvo 219,000, Firefly 8,000

Deutsche Bank raised its sales forecast for Nio Inc in 2025, using the same 450,000 full-year 2025 sales assumption as the company's guidance.

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China Electric eMobility eV Insights New EV Models Research Note XPeng Xpeng P7 Plus

Deutsche Bank raises monthly sales estimate for Xpeng P7+ to 9,000 from 6,000

Deutsche Bank said the Xpeng P7+ is competitively priced and is longer, taller and has a larger wheelbase compared to its class rivals.

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China Electric eMobility eV Insights Research Note XPeng Xpeng P7 Plus

Deutsche Bank expects Xpeng P7+ sales to average 6,000 units per month

Deutsche Bank also expects Xpeng to launch six products in 2025 and an additional four new products in 2026.

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China Electric eMobility eV Insights Nio Nio Onvo Onvo L60 Research Note

Onvo L60 success paves way for Nio brand revival, says Deutsche Bank

That's because all upcoming Nio-branded products will come from NT 3.0 technology, which not only offers superior performance but also outstanding cost savings, Deutsche Bank said.

For details, please visit CnEVPost.