Overview

• Nio says third‑generation ES8 units are now en route to showrooms nationwide, with the model launching Sept. 20 in Hangzhou and first customer handovers set for Sept. 21.
• Deutsche Bank reports about 100,000 non‑firm ES8 orders since Aug. 21 pre‑sales began, backed by 5,000‑yuan refundable deposits, while Morgan Stanley earlier estimated more than 30,000 in the initial days.
• UBS upgraded Nio to Buy with an $8.50 target, and U.S.-listed shares jumped to an 11‑month high near $7.08 after sliding on last week’s $1 billion equity offering confirmed at up to 181.8 million shares.
• Insurance registrations for Sept. 8–14 show Onvo at 2,620 vehicles (third weekly decline, L90 the majority), the core Nio brand at 2,425 (a five‑week low), and Firefly around 1,124.
• The ES8 presale starts at 416,800 yuan including a 100–102 kWh battery or 308,800 yuan with Battery‑as‑a‑Service, built on a 900V platform with a dual‑motor setup rated at 520 kW and 700 Nm.