CHINA: ONVO L90 Fights Back, Xiaomi YU7 Fades and BYD 16 Million Milestone | 20 Apr 2026
EV News Daily - Technology and Business of EVs
Martyn Lee
4.8 • 749 Ratings
🗓️ 20 April 2026
⏱️ 20 minutes
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Transcript
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| 0:00.0 | Welcome back to Evie News China. Today, the Envo L90 fights back. |
| 0:03.8 | Xiaomi's YU7 fades and BYD's 16 million milestone. |
| 0:09.9 | Plus stay tuned later in the show. I'll tell you why CATL is going on the offensive with their latest technology roadmap. |
| 0:16.8 | Welcome to Evie News, China, the latest podcast all about the world's biggest EV market every day. |
| 0:22.1 | I bring you headlines, insights and analysis straight from the heart of China's booming |
| 0:26.5 | EV industry. And I decode how fast-moving developments in the East shape the global landscape. |
| 0:31.7 | We'll start with the 26th Onvo L90 goes on sale tomorrow. That's just 264 days after the original debut. And the timing matters. The Envo L90 led the six-seat big SUV segment for three consecutive months, but then monthly deliveries fell to 1,300 units. And you heard me on the podcast last week, or maybe you heard me on the podcast last week. |
| 0:54.4 | Talk about how the three-row SUV segment is not only exploding right now in China. |
| 1:00.7 | It's a key battleground. |
| 1:02.3 | And with the Beijing Auto Show just around the corner, it's going to be one of the hottest segments for reveals and details coming out about future models. |
| 1:12.7 | The drop came as rival models surged into the market. The Neo ES8 launched as well, both cut into demand for the Envo L90. |
| 1:20.0 | Envo now needs more than a model year update. It needs a reason for buyers to take a second look. |
| 1:25.5 | The new Envo L90 brings two clear hardware changes. |
| 1:29.5 | LiDAR and Neo's in-house Shenzhi chip. It also moves into the Neo model of 2.0 ecosystem. |
| 1:37.3 | So Neo's data shows navigate on pilot, NOP plus usage on well model two vehicles climbing 11% month on month in March last month, |
| 1:47.8 | which gives Onvo a simple sales pitch, better hardware, more software, and signs the drivers are |
| 1:53.4 | using it more. Onvo's trying to prove the point as well in public. It just ran a 1,250-mile |
| 2:00.0 | pure electric, all-ADAS endurance challenge. So they were allowed to stop. |
| 2:06.1 | They haven't got a 1,250-mile EV yet. They stopped for a driver swap and battery swaps. |
| 2:12.9 | The test serves as live proof of concept for the urban and highway capability of Neo's World Model 2.0. |
| 2:20.5 | The awkward part sits with early adopters, as always in China. |
| 2:24.1 | Envo has offered them a five-year NOA navigate on autopilot credit, but it's ruled out any kind of hardware retrofitting. |
... |
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