Sales Preview

Nio, Xiaomi EV, Xpeng, and Leapmotor are all poised to hit new highs, while Li Auto is set to continue its year-on-year decline.

Nio Inc's new order flow is estimated to be around 57,000 units in August, primarily driven by strong demand for the Onvo L90 SUV.

Nio Inc's deliveries in May are expected to be up 31 percent year-on-year and up 13 percent sequentially.

Nio Inc's order flow in April is estimated to rise 80 percent sequentially to about 36,000 units, according to Deutsche Bank.

Deutsche Bank expects the Nio main brand to deliver around 8,000 units in February, and the Onvo sub-brand around 5,000 units.

Deutsche Bank expects the Nio brand to deliver 17,000 units in November and the Onvo sub-brand 5,000 units.

New order flow for the Nio brand is estimated at about 19,000 units in October, flat from September, but sub-brand Onvo is estimated at about 15,000 units in October, according to Deutsche Bank.

New order flow for Nio's main brand is estimated at around 20,000 units in September, flat from August, but new brand Onvo has received more than 30,000 non-cancelable orders, according to Deutsche Bank.

Nio's retail sales in August are estimated at around 20,000 units, flat year-on-year and flat sequentially, Deutsche Bank said.