In the BEV market, vehicles using BYD’s 125-140Wh/kg battery packs accounted for approximately 125k units, while those with 140-160Wh/kg packs reached 77k units, with the PHEV/EREV market dominated by <125Wh/kg battery packs at around 256k units.

Compared to the same period last year, BYD’s internal battery usage share decreased to 78.7% in the first two months of 2025, while its supply to other manufacturers reached 21.3%. Among these external customers, XPeng and Onvo ranked top two in terms of battery usage.

In the top ten rankings of model battery usage, XPeng’s MONA m03 ranks first with a usage of 1.8 GWh, accounting for a high proportion of 11.5%. Onvo’s L60 ranks sixth with a usage of 0.7 GWh, accounting for 4.4%. The remaining models in the list are all under BYD.

Since H2 2024, NIO’s channel has expanded purchase incentives for ES6/EC6—meanwhile, Onvo’s separate channel added L60 incentives in January 2025. However, the sub-brand’s promotions failed to generate any cross-channel spillover for NIO’s lineup, which is also a disadvantage of the dual-channel strategy.

While NIO and its sub-brand Onvo operate separate channel networks (589 vs. 300 stores), their monthly average sales per store—14.5 units for NIO and 16.6 units for Onvo—trail far behind competitors like Li Auto and XPeng. This dual-channel structure makes cross-brand channel integration NIO’s urgent priority.