Analysts expect Onvo L80 monthly sales trajectory to mirror L90

CnEVPost05-18 11:56

Deutsche Bank expects Onvo L80 monthly sales to reach around 10,000 units in the short term before stabilizing at about 4,000 units. The large five-seat SUV, which began deliveries on Saturday, will ...

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Image credit: Onvo)\nDeutsche Bank analysts expect the sales trajectory of the newly launched L80 large five-seat SUV (sport utility vehicle) under Nio Inc's (NYSE: NIO) sub-brand Onvo to mirror that of the L90 three-row SUV.\nIn the short term — after the initial production ramp-up — the Onvo L80 is expected to reach a monthly sales volume of about 10,000 units, analyst Wang Bin's team wrote in a research note on Monday.\nHowever, as more competitor products hit the market, its sales volume is expected to normalize to around 4,000 units per month, the team said.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\n\"We observed a similar volume trajectory for the “ONVO L90” 6/7 seat SUV, which booked three months of over 10k units in monthly volume post its debut, followed by an average of approximately 4k monthly sales volume in the subsequent three months,\" the team wrote.\nThe Onvo L90 was initially launched on July 31, 2025, and began deliveries on August 1. It delivered over 10,000 units in each of its first three months.\n\n    {\n    \"@context\": \"https://schema.org\",\n    \"@type\": \"Dataset\",\n    \"name\": \"Onvo L90 Monthly Deliveries Data\",\n    \"description\": \"Monthly delivery statistics for Onvo L90 electric SUV from 2025 to 2026\",\n    \"url\": \"https://cnevpost.com/2026/05/18/analysts-expect-onvo-l80-sales-trajectory-mirror-l90/\",\n    \"license\": \"https://creativecommons.org/licenses/by/4.0/\",\n    \"creator\": {\n        \"@type\": \"Organization\",\n        \"name\": \"CnEVPost\"\n    },\n    \"temporalCoverage\": \"2025/2026\",\n    \"variableMeasured\": {\n        \"@type\": \"PropertyValue\",\n        \"name\": \"Monthly Deliveries\",\n        \"unitText\": \"units\"\n    },\n    \"distribution\": {\n        \"@type\": \"DataDownload\",\n        \"encodingFormat\": \"text/html\",\n        \"contentUrl\": \"https://cnevpost.com/2026/05/18/analysts-expect-onvo-l80-sales-trajectory-mirror-l90/\"\n    }\n}    \n\n\nOnvo L90 Monthly Deliveries 2025-2026\n\n\nMonth\n2025\n2026\n\n\n\n\nJanuary\n\n1,502\n\n\nFebruary\n\n1,317\n\n\nMarch\n\n3,360\n\n\nApril\n\n2,068\n\n\nAugust\n10,575\n\n\n\nSeptember\n10,997\n\n\n\nOctober\n11,722\n\n\n\nNovember\n5,971\n\n\n\nDecember\n4,120\n\n\n\n\n\n\nOnvo L90 monthly deliveries\n\n\n\n                2025            \n\n\n                2026            \n\n\n\n\n\n\n\nSource: Company reports, CPCA\n© CnEVPost\n\n\n\n    (function() {\n        function init() {\n            if (typeof CnEVPostCharts === 'undefined') {\n                setTimeout(init, 100);\n                return;\n            }\n            \n            CnEVPostCharts.createYearlyLineChart({\n                id: 'onvo-l90-chart-6a0a8e6b06a29',\n                years: [2025,2026],\n                data: {\"2025\":[null,null,null,null,null,null,null,10575,10997,11722,5971,4120],\"2026\":[1502,1317,3360,2068,null,null,null,null,null,null,null,null]},\n                colors: {\"2025\":\"#E8853F\",\"2026\":\"#6AAF3D\"},\n                months: [\"Jan\",\"Feb\",\"Mar\",\"Apr\",\"May\",\"Jun\",\"Jul\",\"Aug\",\"Sept\",\"Oct\",\"Nov\",\"Dec\"],\n                yMax: 12000,\n                yStep: 2400            });\n        }\n        \n        if (document.readyState === 'loading') {\n            document.addEventListener('DOMContentLoaded', init);\n        } else {\n            init();\n        }\n    })();\n    \nThe Onvo L80 was officially launched on Friday, May 15, with a final starting price of 242,800 yuan ($35,750) including the battery pack, down slightly by 1.22% from its previous pre-sales price.\nIf consumers opt for the BaaS (battery as a service) battery rental service, the starting price drops to 156,800 yuan.\nInitial deliveries of the model officially began on Saturday across 15 cities in China.\nThe L80 will compete directly with similarly priced models such as Li Auto's (NASDAQ: LI) Li i6, BYD's (HKEX: 1211) Tang L EV, and Xpeng's (NYSE: XPEV) G9, Deutsche Bank noted.\nThe Onvo L80 shares the same platform and dimensions as the L90, measuring 5,145 millimeters in length with a wheelbase of 3,110 mm.\nTo meet the needs of buyers with different budgets, the L80 offers three trim levels. The base version is equipped with Nvidia's Orin X chip, while the higher-end versions feature LiDAR and Nio's in-house developed Shenji NX9031 chip.\nFurthermore, Deutsche Bank said that Nio Inc's order flow in May has been stable, with sales volume expected to remain consistent month-on-month.\nThe company secured about 10,000 new orders in both the first and second weeks of May, the team said, citing data from market research firm Thinkercar.\nDeutsche Bank estimates the company's total new order flow for May will be flat month-on-month at around 42,000 units.\nThe Onvo brand is boosting its market share through intensive product launches. The facelifted L60 mid-size SUV is expected to begin pre-sales on May 29 and is likely to become another key volume contributor.\n\n\n\n\n\n\n\n\n\nNio expands mass-market lineup with official launch of Onvo L80\nThe final starting price of the Onvo L80, including the battery pack, is 242,800 yuan, down 1.22% from its pre-sales price.\n\n\nNio\nMay 15, 2026\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n($1 = 6.7921 yuan)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","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/2636804647","isCrawlerRequest":true}