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Morgan Stanley Links Nio Sell-Off to L90 Supply Concerns, Fundraising Risk

Onvo, Nio’s family-focused sub-brand, is again confronting battery supply constraints—this time on the L90, its six-seat SUV launched on July 31, with deliveries starting on August 1 (12 days ago).
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ELECTRIC VEHICLES broke the news in on Wednesday, August 13, 2025.
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