Nio Stock News! ONVO Daily Orders Revealed?

Описание: As of August 2025, Nio's ONVO sub-brand is experiencing significant customer interest and strong store traffic, particularly following the pre-sale and launch of its new L90 model. Here's a detailed overview based on the latest information:

🚗 1. Strong Store Traffic for ONVO L90

Since the pre-sale of the ONVO L90 began in early July 2025, Nio's stores have seen consistently high customer traffic. CEO William Li noted that store traffic "remains strong" even weeks after the pre-sale started, with many families visiting showrooms together to explore the vehicle 2.
The L90's appeal lies in its family-focused features, such as spacious storage (including a 240-liter front trunk) and versatile seating configurations (five-, six-, and seven-seat options) 2.

📦 2. Strategic Display Locations

To maximize visibility, Nio has placed ONVO L90 display vehicles at high-traffic locations like large retail stores (e.g., Walmart-owned Sam's Club, Decathlon, and Costco) across China. This approach allows potential customers to interact with the vehicle during routine shopping trips 2.

📊 3. Pre-Order Demand and Production Challenges

The L90 has garnered substantial pre-orders, with reports indicating 30,000–35,000 pre-orders within the first four days of pre-sale 2. This demand has led to extended wait times of 8–10 weeks for delivery, as Nio's Hefei factory operates at full capacity to meet targets 5.
ONVO aims to deliver over 10,000 L90 units in August 2025, a critical milestone for Nio's profitability goals 5.

🏪 4. Store Expansion Plans

ONVO is aggressively expanding its retail footprint, targeting 800–1,000 stores by the end of 2025 (up from 120 stores in September 2024). This expansion includes lower-tier cities to broaden its reach 6.
The brand's goal is to achieve 20,000 monthly deliveries by March 2025 and 30,000 monthly deliveries by Q4 2025 or Q1 2026 6.

⚡ 5. Battery Swap and Charging Advantages

ONVO leverages Nio's extensive battery-swap network (1,000+ stations in China), reducing charging concerns for customers. About 70% of ONVO L60 buyers opt for the Battery-as-a-Service (BaaS) subscription, which lowers the upfront cost 9.
The L90 benefits from Nio's 900V high-voltage platform and efficient energy consumption (12.1 kWh/100 km), enhancing its value proposition.

📈 6. Sales Performance Context

ONVO delivered 5,976 vehicles in July 2025 (part of Nio's total 21,017 deliveries), with the L60 model ranking among the top three BEVs in its price range (RMB 200,000–300,000) 13.
The brand reported its best sales month in June 2025 (6,400 units), signaling momentum ahead of the L90 launch.

💎 7. Challenges and Outlook

Despite strong demand, ONVO's early 2025 sales fell short of internal targets, leading to leadership changes (e.g., Alan Ai's departure as brand chief) 11.
Nio projects ONVO's vehicle margin to reach ~15% in 2025 (vs. 20% for the Nio brand), with profitability expected to improve as scale increases.

Otherwise a disclaimer to note on these video is that all content that I will be sharing on the video must not be taken as professional financial advise as there are just my opinions. Otherwise for more stock market videos visit our youtube channel @Phumudzo Siphoro


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