Onvo L60 Likely to Help Nio Top 20,000 Unit Monthly Sales, Says Deutsche Bank
Onvo L60 Likely to Help Nio Top 20,000 Unit Monthly Sales, Says Deutsche Bank
Deutsche Bank expects the Nio main brand and the Onvo brand to launch a total of six new products in 2025, realizing 300,000 unit sales.
德意志银行预计，蔚来主品牌和昂沃品牌将在2025年共推出六款新产品，实现30万辆的销量。
(Image credit: CnEVPost)
（图片来源：cnevPost）
Deutsche Bank gave a positive read to the debut of the first model of Nio's (NYSE: NIO) sub-brand Onvo, saying the model could help Nio top 20,000 units of sales per month.
德意志银行对蔚来（纽约证券交易所代码：NIO）子品牌Onvo的首款车型的首次亮相给予了积极评价，称该模型可以帮助蔚来汽车每月突破2万辆的销量。
"Onvo L60 SUV will officially start delivery in Sep. 2024 , and company is targeting Onvo L60 monthly delivery volume of ~10,000 units," analysts Wang Bin's team said in a research note sent to investors overnight.
分析师王斌的团队在隔夜发给投资者的研究报告中表示：“Onvo L60 SUV将于2024年9月正式开始交付，公司的目标是Onvo L60的月交付量约为1万辆。”
Nio officially launched its Onvo (Ledao in China) sub-brand yesterday and began pre-sales of its first model, the L60, at a price of RMB 219,900 ($30,500), RMB 30,000 less than the Tesla (NASDAQ: TSLA) Model Y.
蔚来昨天正式推出其Onvo（中国乐道）子品牌，并开始预售其首款车型L60，售价为219,900元人民币（合30,500美元），比特斯拉（纳斯达克股票代码：TSLA）Model Y低3万元人民币。
The L60 will officially go on sale and start deliveries in September, Onvo said at yesterday's launch.
Onvo在昨天的发布会上表示，L60将于9月正式发售并开始交付。
Previously, Nio's management expected that with the Onvo L60 coupe SUV, Nio's total monthly deliveries would be back above the 20,000-unit level, Deutsche Bank noted.
德意志银行指出，蔚来管理层此前预计，有了Onvo L60双门轿跑SUV，蔚来的月总交付量将恢复到20,000辆以上。
In April, Nio deliveries grew 135 percent year-on-year and 32 percent sequentially to 15,620 units, with EC6, ES6, and ET5 sales up 53 percent, 48 percent, and 52 percent month on month, the team noted.
该团队指出，4月份，蔚来汽车的交付量同比增长135％，环比增长32％，达到15,620辆，EC6、ES6和ET5的销量同比增长了53％、48％和52％。
"Thus we think Nio's expectation of monthly >20,000 unit delivery is achievable with boost from Onvo," the team wrote.
该团队写道：“因此，我们认为，在Onvo的推动下，蔚来每月交付超过2万辆的预期是可以实现的。”
The team expects the Nio main brand and the Onvo brand to launch a total of six new products in 2025, realizing 300,000 unit sales.
该团队预计，蔚来主品牌和Onvo品牌将在2025年共推出六款新产品，实现30万辆的销量。
They expect the Onvo brand to launch a second product in 2025 – an ultralarge SUV larger than the L60 and a mid-size SUV smaller than the L60.
他们预计，Onvo品牌将在2025年推出第二款产品——一款比L60更大的超大型SUV和一款小于L60的中型SUV。
Based on the same Nio's next-generation technology, NT 3.0, the team expects the Nio brand to launch four new products in 2025, including the ET9 sedan, ET6 sedan, ES8 SUV, and ES7 SUV.
基于同样的蔚来下一代技术NT 3.0，该团队预计蔚来品牌将在2025年推出四款新产品，包括ET9轿车、ET6轿车、ES8 SUV和ES7 SUV。
"As a result, we forecast Nio's total 2025 sales volume to increase 62% YoY to 300,000 units (~200k units / ~100k units from Nio brand / Onvo brand) in 2025," the team wrote.
该团队写道：“因此，我们预计蔚来2025年的总销量将同比增长62％，达到30万辆（蔚来品牌/Onvo品牌约20万辆/约10万辆）。”
Earlier today, Nio management told media, including CnEVPost, at a roundtable in Shanghai that Onvo's second model has completed most of its development and will begin deliveries next year.
今天早些时候，蔚来管理层在上海的一次圆桌会议上告诉包括CNEVPost在内的媒体，Onvo的第二款车型已经完成了大部分开发，将于明年开始交付。
Onvo's second model will be a competitive SUV aimed at larger families, according to William Li, founder, chairman and CEO of Nio.
蔚来创始人、董事长兼首席执行官威廉·李表示，Onvo的第二款车型将是一款针对大家庭的竞争性SUV。
"The Onvo brand will basically launch one new model a year, not too many," Li said.
李说：“Onvo品牌基本上每年会推出一款新车型，不会太多。”
"If the product is done right, a single model could sell enough, as Tesla BYD has proven," he said.
他说：“正如特斯拉比亚迪所证明的那样，如果产品做得好，单一车型的销量就足够了。”
($1 = RMB 7.2147)
（$1 = 人民币 7.2147）
Nio formally launches Onvo sub-brand, 1st model L60 to challenge Tesla Model Y
蔚来正式推出Onvo子品牌，这是第一款挑战特斯拉Model Y的车型L60