CnEVPost Newsletter: NIO stands at inflection point of scale effect, analysts say

NIO stands at inflection point of scale effect, says CITIC Securities - CnEVPost — cnevpost.com The launch of NIO's new products based on the NT 2.0 platform, especially the ET5, is a turning point that is expected to allow it to start gradually seeing scale effects.

Deutsche Bank says these two factors will drive NIO's outperformance - CnEVPost NIO ET5 has received an overwhelmingly positive initial reception, while sales of older models -- ES8, ES6, EC6 -- have not been significantly impacted by the new SUV ES7.

NIO gross margin to get some fix in Q3, says Soochow Securities - CnEVPost NIO's NT 2.0 platform-based SUV ES7 started deliveries in August, while orders following the previous price hike started deliveries in the third quarter.

NIO opens up 15% in Hong Kong to one-month high - CnEVPost NIO opened up 15 percent to HK$165.6 in Hong Kong, a new high since August 16. The company gained 13.52 percent in the US overnight.

Spy photo points to possible NIO ET5 variant with electric rear wing - CnEVPost The NIO ET5 may have a higher performance version available in the future that may come with an electric rear wing, according to local media.

NIO exceeds 1,100 battery swap stations in China - CnEVPost NIO aims to have more than 1,300 battery swap stations in China by the end of this year.

XPeng shares could see temporary rally with G9's launch, says Deutsche Bank - CnEVPost If XPeng management comes up with an attractive pricing strategy for the G9 and offers a higher number of pre-orders, its shares should react positively, according to Edison Yu.

BYD Semiconductor to put chip production line in Hunan into operation in Oct - CnEVPost The production line, which completed installation on September 5, can produce 500,000 automotive chips per year.

CATL, BYD continue to dominate China's power battery market in Aug, despite small share declines - CnEVPost CATL continues to rank first with a 46.79 percent share, while BYD continues to rank second with a 21.91 percent share.

Svolt Energy to build 2nd plant in Germany for battery cell production - CnEVPost Svolt Energy previously had a plant in Germany for the production of battery packs.

Geely affiliate unveils 600-kW supercharging tech that claims to add 300 km of range in 5 minutes - CnEVPost Geely affiliate VREMT says its 600-kW supercharging technology is now in mass production and ready to be brought to market quickly.