Onvo president calls EREVs with large battery packs 'a waste of resources'

CnEVPost12-09

EREV models with large battery packs not only sacrifice interior space but also create unnecessary cost burdens, said Onvo's president. About 40 percent of owners of the Onvo L90, which comes standard...

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Image credit: CnEVPost)\nAs more Chinese automakers promote large-capacity battery packs as a selling point for their extended-range electric vehicles (EREVs), Shen Fei, president of Nio Inc's (NYSE: NIO, HKG: 9866) sub-brand Onvo, holds a different view.\nWith charging infrastructure increasingly developed, EREVs with large battery packs represent \"a waste of resources,\" Shen said in an interview with local media yesterday, according to a report by The Paper today.\nThis combination not only occupies more interior space but also imposes unnecessary cost burdens on automakers and consumers with the additional RMB 15,000 ($2,120) per range extender, Shen said.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nEREVs and battery-swap-enabled vehicles compete on different dimensions, he explained, adding that making batteries and fuel tanks larger represents incremental innovation.\nBattery swapping, however, is a systemic innovation that cannot be solved by a single technical solution and requires companies to address and resolve numerous challenges, Shen noted.\nIn recent months, multiple automakers have unveiled or launched EREVs equipped with large battery packs, positioning high-capacity batteries as key selling points.\nLeapmotor (HKG: 9863) debuted its D19 large SUV on October 16, with the extended-range version featuring the largest 80-kWh battery pack among EREVs in China's market to date.\nXpeng (NYSE: XPEV, HKG: 9868) launched the X9 EREV on November 20, equipped with a 63.3-kWh battery offering a CLTC range of 452 kilometers.\nIn contrast to the trend of increasingly larger battery packs in EREVs, Shen noted that many Onvo users opt to downgrade their batteries to save costs.\nAbout 40 percent of owners of the Onvo L90, which comes standard with an 85-kWh battery pack, downgrades to the lower-capacity 60-kWh pack, Shen said.\nBy doing so, they can save about RMB 3,600 in annual battery rental costs, according to Shen.\nFurthermore, he noted that most owners no longer experience the range anxiety prevalent several years ago, thanks to the expansion of charging infrastructure.\nOnvo currently offers two models -- the L60 and L90 -- with the L60 coming standard with a 60-kWh battery pack and the L90 equipped with an 85-kWh pack.\nOnvo allows owners flexible upgrades to larger battery packs or downgrades to smaller ones via battery swap stations.\nDuring the interview, Shen also explained why Onvo is doubling the number of battery packs in swap stations, saying this aims to enhance user experience and offset the negative impact of trade-in subsidy withdrawal on sales.\nOn December 5, Onvo announced it would deploy over 8,000 new battery packs in battery swap stations available to its cars, with completion expected by mid-January 2026.\nCurrently, Onvo has access to 2,300 Nio battery swap stations, housing about 7,000 battery packs.\nBeyond serving vehicle owners, these batteries can generate revenue by providing services to the power grid.\nTaking Zhejiang as an example, each battery in a swap station can earn about RMB 1.2 per kWh of electricity, according to Shen.\nCalculating based on an average usable capacity of 50 kWh per battery, a reasonable daily income would be RMB 60, amounting to roughly RMB 20,000 annually, Shen noted.\n\n\n\n\n\n\n\n\n\nOnvo unveils plan to double available battery packs at swap stations in following month\nOnvo plans to add over 8,000 new battery packs compatible with its vehicles at battery swap stations by mid-January 2026.\n\n\nNio\nDec 5, 2025\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n($1 = RMB 7.0645)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590634532","isCrawlerRequest":true}