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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Category: Research Note
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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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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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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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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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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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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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.
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Deutsche Bank expects Nio to launch 6 new products and achieve 330,000 unit sales in 2025
Deutsche Bank expects the Nio main brand to launch four new products and sub-brand Onvo to launch two new products in 2025.
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JP Morgan expects BYD to reach 6 million global deliveries by 2026
BYD's global deliveries could reach 6 million units by 2026, including about 1.5 million units in overseas markets, JPMorgan said.
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