Category: eV

The Global ICE Industry Cliff Is Here

By Luvhrtz As a management consultant, I spend most of my working life playing with numbers and math in the areas of business development and finance. My analysis goals have always been to make use of data and computer models to better understand industry trends. With BEVs starting to go mainstream, we now have enough […]

Regulatory filing: NIO ET5 shooting brake coming

management previously hinted that the NIO ET5 shooting brake could begin deliveries in China in July.

The NIO ET5 shooting brake has appeared in a regulatory directory in China, with the model just months away from its official launch.

The Chinese Ministry of Industry and Information Technology (MIIT) today announced the latest batch of models that will be allowed to be sold in China, and NIO's new ET5 is included.

The public can submit their feedback on the list between March 9 and March 15. Entry into the list is the last major regulatory process before a model is allowed to be sold in China.

The page for the new ET5 shows what the shooting brake variant of the sedan looks like, with the overall style continuing from the ET5 sedan.

The length, width and height of the NIO ET5 shooting brake are 4,790 mm, 1,960 mm and 1,499 mm respectively, and the wheelbase is 2,888 mm, which is the same as the ET5 sedan.

The 001, currently the best-known shooting brake model in China, has a length, width and height of 4,970 mm, 1,999 mm and 1,548 mm, respectively, and a wheelbase of 3,005 mm.

The NIO ET5 shooting brake is equipped with dual motors produced by NIO's electric drive systems division in Hefei, Anhui province, with a maximum power of 150 kW and 210 kW, respectively, and can support a top speed of 200 km/h.

Like several other NIO models based on the NT 2.0 platform, the NIO ET5 shooting brake supports the option of a retractable electric towing hitch, which can tow up to 1,400 kg of caravan weight.

Battery suppliers for the model include CALB in addition to , as do the new EC6, EC7, new ES8 and new ES6.

NIO's original plan was to begin deliveries of five models in the first half of the year, including the EC7 coupe SUV and the new ES8, which were already launched at NIO Day at the end of last year and were set to begin deliveries in May and June, respectively.

William Li, NIO founder, chairman and CEO, said during an analyst call earlier this month after announcing its fourth-quarter earnings that the company's original plan was to begin deliveries of five new models in the second quarter, but later recognized the need to give each vehicle slightly more time to ensure quality at launch.

"In the second quarter of this year, we will start deliveries of four new models, including the ES6, which is our most important model, as per our latest plan so far," Li said.

NIO will also begin deliveries of the fifth new model of the year in July, which may this a little later than originally planned, he said.

Other than the new ES6, Li did not mention specific models.

What can be expected is that in addition to the EC7, the new ES8 and the new ES6, deliveries of the new EC6 will also begin in the second quarter, and the ET5 shooting brake will probably be the model that the company will start delivering in July.

NIO's new ES8 entered China's regulatory catalog in December last year, EC7 and the new ES6 and both in January this year, EC6 was in February.

The NIO ET5 shooting brake will be launched in Europe in a few months, according to previous comments from the company's management.

NIO will launch a shooting brake version of the ET5, a sister model of the ET5, in June or July of this year, said Qin Lihong, co-founder and president of the electric vehicle maker, at an event in January.

The shooting brake variant of the ET5, which is developed for European consumers, will debut in Europe, Qin said at the time.

Shooting brake models have a large market in Europe, while sales of the sedan are low, which is the opposite of the situation in China, he said.

"Derivatives of sedans are a niche market in China, but the opposite is true in Europe. We don't see many real sedans in Europe," he said.

In the Chinese market, shooting brake models are a niche market.

However, the success of the Zeekr 001, the first model of 's Zeekr brand, has made such models increasingly popular.

For the full year 2022, Zeekr delivered 71,941 Zeekr 001s, reaching its goal of delivering 70,000 vehicles for the year.

Full text: NIO Q4 earnings call transcript

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BYD F brand to use new hybrid system, targeting market with price above RMB 400,000, report says

's F brand is positioned between Denza and Yangwang and is expected to be priced between RMB 400,000 and RMB 600,000, according to local media.

(Spy photo of the first model of BYD F brand from Yiche.)

BYD's yet-to-be-announced new brand with the codename F Brand will feature the company's new hybrid system and will be positioned below the high-end Yangwang brand, a new report said.

The first model of BYD's F brand, codenamed "SF" internally, will be a hardcore off-road SUV, local media Cailian reported today, citing sources familiar with the matter.

The model will be equipped with BYD's new hybrid powertrain, not the extended-range system previously rumored by some, the report said, adding that it will have a combined range of 1,200 kilometers.

The new car's powertrain has a maximum output of more than 500 kW and will have a body-on-frame structure to compete with the Mercedes-Benz G-Class, the report said.

The BYD F brand is positioned between Denza and Yangwang and is expected to be priced between RMB 400,000 ($57,400) and RMB 600,000 and will be available for pre-sale within this year, according to the report.

BYD said at an event marking the launch of the company's 3 millionth new energy vehicle (NEV) on November 16 last year that it would launch a new, highly specialized and personalized brand in addition to the Yangwang brand in 2023.

The new brand will meet the increasingly personalized needs of consumers, and it will focus on building with users, BYD chairman and president Wang Chuanfu said at the time.

Last month, local media reported that the brand's internal code name is F brand. BYD subsequently confirmed it.

On March 2, local auto media outlet Yiche shared several spy photos of what it said was the brand's first model, showing a silhouette similar to that of the U8, the first model of BYD's premium brand Yangwang.

The brand's first model will focus on the off-road segment and be equipped with a new powertrain developed by BYD, according to Yiche.

The model will outperform the Mercedes-Benz G-Class, and the new brand and first model will be released within the year, the report said.

BYD officially unveiled the Yangwang brand on January 5, along with the Yangwang U8 and Yangwang U9, the former a hardcore off-road SUV and the latter a supercar.

BYD did not announce pricing information for the two models at the time, although sources at the company had previously said that the Yangwang products were expected to be priced at RMB 800,000-1.5 million.

There is no more information about the F brand l, but it can be expected that its models will be priced lower than the Yangwang brand.

($1 = RMB 6.9705)

Spy shots: This could be what BYD F-brand's 1st model looks like

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How Tesla Introduced An Intelligent EV Supply Chain

The concept of vehicles being intelligent devices is relatively new, and it has largely come as a result of Tesla’s contributions to the auto industry. As the industry shifts toward Tesla’s example of electric vehicles that can be updated with a simple software update, one expert notes how far supply chains for these intelligent electric […]