Onvo L90 at a battery swap station
Image Credit: Onvo

Onvo Reports 91% Progress on Battery Expansion, One Week Before Revised Deadline

Nio Group‘s sub-brand Onvo said that it has deployed more than 7,309 battery packs to China’s swap network as of Friday, reaching 91.36% of its 8,000-unit target.

“Battery Doubling Plan Progress Report: Progress exceeds 90%. As of January 24, Onvo has deployed over 7,309 new batteries, with overall progress reaching 91.36%,” the company wrote on Weibo on Sunday.

“In January we will complete the target of deploying over 8,000 new battery packs, achieving battery doubling,” the family-oriented sub-brand added.

The update comes a week after EV reported that Onvo had delayed its original mid-January deadline, having deployed only 6,680 packs — 83.5% of the goal — as of January 17.

The company quietly revised the timeline to end of January, pushing back the target by approximately two weeks.

Uneven Progress

Onvo announced the “battery doubling plan” on December 5, pledging to complete the expansion by mid-January ahead of the travel rush period amid the Chinese New Year holiday.

Chinese New Year falls on February 16 this year, and highway traffic typically surges in the weeks leading up to and following the holiday.

By December 13, Onvo had deployed approximately 2,600 packs — just 32.5% of the target. The pace accelerated in early January, reaching 6,150 packs by January 11, or 76.88% of the goal.

The availability of Onvo-compatible batteries at Nio‘s swap stations has been a persistent concern for customers, particularly those who purchased vehicles through Nio‘s Battery as a Service (BaaS) program.

BaaS allows customers to pay a monthly subscription fee instead of buying the battery outright.

Three-Row SUVs Heat Up

The network expansion comes as competition intensifies in the fully electric three-row SUV segment in China.

Sales jumped 18% sequentially in December, setting a new historical high.

Fully electric models became the best-selling powertrain in the three-row segment for the fourth consecutive month, fueled by new entrants including the Onvo L90, the six-seat Tesla Model Y L and the new iteration of the Nio ES8.

L90, L60 and L80

The Onvo L90 starts at 213,800–299,800 yuan ($30,660–$42,990), depending on whether the vehicle is purchased with Nio‘s Battery-as-a-Service or with the battery included.

Earlier this week, Onvo launched the L90 “Ma Dao Cheng Gong” edition in China, priced from 296,800 yuan or 210,800 yuan ($42,560—$30,230) under Battery-as-a-Service, with deliveries starting in February.

The limited edition aims to boost demand for the three-row SUV.

Deliveries of the L90 fell to their lowest level since launch in December, with Onvo delivering approximately 4,175 units — a 30% sequential decline from November.

The three row SUV was launched last year as the second model of the family-oriented Onvo brand.

The debut model, a five seat SUV named L60, was unveiled in May 2024 with deliveries in China beginning in September that year.

The brand was then led by Alan Ai, who was then replaced by Nio’s long-term executive Shen Fei in April 2025, following missed sales targets in the first three months of the year.

A third model — the L80 — is being launched later this year as part of Nio Group‘s plan to release three large SUVs in 2026.

Cláudio Afonso founded CARBA in early 2021 and launched the news blog EV later that year. Following a 1.5-year hiatus, he relaunched EV in April 2024. In late 2024, he also started AV, a blog dedicated to the autonomous vehicle industry.