<div id="readability-page-1"><blockquote><ul><li>Deutsche Bank expects Onvo L80 monthly sales to reach around 10,000 units in the short term before stabilizing at about 4,000 units.</li><li>The large five-seat SUV, which began deliveries on Saturday, will compete fiercely with models from BYD and Li Auto.</li></ul></blockquote><figure id="attachment_140969"><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg"/><figcaption id="caption-attachment-140969">(Onvo L80. Image credit: Onvo)</figcaption></figure><p>Deutsche 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.</p><p>In 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.</p><p>However, as more competitor products hit the market, its sales volume is expected to normalize to around 4,000 units per month, the team said.</p>    <div>        <p><span>Join us on </span>            Telegram            <span> or </span>            Google News        </p>    </div><p>&#34;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,&#34; the team wrote.</p><p>The 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.</p>                    <div>        <p>Onvo L90 monthly deliveries</p>                <p><span>                <span></span>                2025            </span>                        <span>                <span></span>                2026            </span>                    </p>                                                    </div>            <p>The 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.</p><p>If consumers opt for the BaaS (battery as a service) battery rental service, the starting price drops to 156,800 yuan.</p><p>Initial deliveries of the model officially began on Saturday across 15 cities in China.</p><p>The 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.</p><p>The Onvo L80 shares the same platform and dimensions as the L90, measuring 5,145 millimeters in length with a wheelbase of 3,110 mm.</p><p>To 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.</p><p>Furthermore, Deutsche Bank said that Nio Inc's order flow in May has been stable, with sales volume expected to remain consistent month-on-month.</p><p>The 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.</p><p>Deutsche Bank estimates the company's total new order flow for May will be flat month-on-month at around 42,000 units.</p><p>The 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.</p>    <div>        <div>            <p><img width="768" height="432" src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051613-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051613-768x432.jpg"/>                            </p>        </div>        <div>            <p>Nio expands mass-market lineup with official launch of Onvo L80</p>            <p>The final starting price of the Onvo L80, including the battery pack, is 242,800 yuan, down 1.22% from its pre-sales price.</p>                    </div>    </div>    <p>($1 = 6.7921 yuan)</p>                                                                                </div>

<p>Deutsche Bank forecasts that Onvo L80 monthly sales will initially reach 10,000 units before stabilizing at around 4,000 units. The L80, launched on May 15, competes with models from BYD and Li Auto. It shares a platform with the L90, which had a similar sales trajectory. Nio Inc's order flow remains stable, with an estimated 42,000 new orders for May. The Onvo brand is expanding its market presence with new product launches.</p>

- Deutsche Bank analysts forecast that monthly sales of the newly launched Onvo L80 SUV will initially reach approximately 10,000 units before stabilizing at around 4,000 units due to increasing competition.  
- The L80, competing with models from BYD and Li Auto, was launched on May 15, 2026, at a starting price of 242,800 yuan, with deliveries beginning across 15 cities in China.  
- Given stable order flow, Nio Inc. is expected to maintain consistent sales volume, with the Onvo brand further strengthening its market presence through additional product launches.

Analysts expect Onvo L80 monthly sales trajectory to mirror L90