Deutsche Bank Sees Onvo Sales Cooling<\/p>\n
Deutsche Bank expects the five-seat Onvo L80 sport utility vehicle to initially ramp up to monthly sales of around 10,000 units after production expansion, but forecasts deliveries could later normalize to 4,000 units a month as rival models enter the segment. The brokerage said the expected trajectory closely mirrors that of the Onvo L90, the larger three-row SUV launched last year under Nio\u2019s mass-market sub-brand, CnEVPost\u00a0reported<\/a>.<\/p>\n \u201cWe observed a similar volume trajectory for the ONVO L90,\u201d Deutsche Bank said, noting that the model delivered more than 10,000 units per month during its first three months before slowing to 4,000 monthly deliveries in the following quarter.<\/p>\n The cautionary note comes just days after Onvo officially launched the L80 in China with a starting price of 242,800 yuan ($35,750), slightly below its pre-sale pricing. Under Nio\u2019s battery subscription program, buyers can lower the entry price to 156,800 yuan through its battery-as-a-service offering. Initial deliveries of the SUV began across 15 Chinese cities over the weekend as Nio accelerated efforts to expand its presence in the family-focused EV segment.<\/p>\n China EV Competition Pressures Onvo<\/p>\n Deutsche Bank said that the L80 enters one of the most competitive areas of China\u2019s EV market, where it will compete directly against Li Auto\u2019s Li i6, BYD\u2019s Tang L EV and Xpeng\u2019s G9. The brokerage expects fresh rival launches over the coming quarters to pressure Onvo\u2019s delivery momentum after the initial wave of demand fades.<\/p>\n Nio has increasingly relied on aggressive product launches to support volume growth as competition intensifies across China\u2019s EV sector. The company is also preparing to begin pre-sales for the refreshed Onvo L60 SUV later this month, while its flagship ES9 SUV is expected to launch on May 27.<\/p>\n The L80 shares its platform and dimensions with the larger Onvo L90, measuring more than five meters in length with a 3,110-mm wheelbase. Higher-end trims include LiDAR and Nio\u2019s in-house Shenji autonomous driving chip, while entry-level variants use Nvidia\u2019s Orin X processor.<\/p>\n Nio Order Flow Remains Stable<\/p>\n Despite concerns around the sustainability of the L80 launch cycle, Deutsche Bank said that Nio\u2019s broader order trends in May have remained stable. The brokerage, citing Thinkercar data, said the company secured around 10,000 new vehicle orders in both the first and second weeks of May and expects total monthly order flow to remain flat month-over-month at 42,000 units.<\/p>\n The company heads into earnings with improving delivery momentum across its premium lineup. Nio recently said its third-generation ES8 SUV will surpass 110,000 cumulative deliveries this week after reaching the 100,000-unit milestone less than a month ago. The company will report first-quarter earnings on May 21.<\/p>\n The ES8 has become a major contributor to Nio\u2019s recovery, accounting for more than half of the company\u2019s first-quarter deliveries. Strong demand for the model helped Nio post its first-ever quarterly profit in the fourth quarter of 2025. Nio founder William Li previously said deliveries are expected to rebound steadily through May and June, driven by launches including the ES9 and the Onvo L80.<\/p>\n How Do Retail Traders Feel About NIO?<\/p>\n On Stocktwits, retail sentiment for NIO was \u2018neutral\u2019 amid \u2018normal\u2019 message volume.<\/p>\n One user\u00a0said<\/a>, \u201cmakes sense that sales keep doubling, profit margins increasing and finally profitable that a stock should decline said no critical thinking person ever. This is OBVIOUSLY the result of naked shorting and market manipulation!\u201d<\/p>\n Meanwhile, a separate bearish user\u00a0said<\/a>, \u201chistorically we go bearish this time of year until late June July\u2026.not this year \u2026GO NIO\u201d<\/p>\n Nio\u2019s U.S.-listed stock has risen 53% over the past year.\u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0TSLA Stock Slips Overnight: Gene Munster Sees Over 50% Odds Of Tesla-SpaceX AI Powerhouse Merger<\/a><\/p>\n![\"nio](\"https:\/\/www.europesays.com\/germany\/wp-content\/uploads\/2026\/05\/nio_ss_png_287084fc7a.webp\")
NIO sentiment and message volume as of May 18 | Source: Stocktwits<\/p>\n
![\"Follow](\"https:\/\/chunks-prd.stocktwits-cdn.com\/_next\/static\/media\/google-news-icon.d9c2bfd1.svg\"\/){kind=icon}
<\/a><\/p>\n