EV News Daily - Technology and Business of EVs May 19, 2026

CHINA: BYD Battery Bottleneck, Onvo L80 Launches and Denza Hits 500,000| 18 May 2026

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16:11

Car

D9 Denzer

The D9 is an electric vehicle that’s being prepared for increased production. The podcast is talking about it in the context of ramping up manufacturing and brand activity, which affects when and how many cars can be sold. It’s mentioned as part of a bigger EV rollout plan.

Term

1.5 megawatt fast charging capability

Charging power is measured in watts. This episode is saying the system can take in power at a level that’s much higher than normal fast chargers—so the battery can fill up very quickly if the car supports it.

Term

second-gen blade battery

BYD’s “blade battery” is a battery design that’s meant to be safer and handle heat better. This episode says the newer version helps the car charge much faster than older battery setups.

Term

flash charging

“Flash charging” means charging that’s designed to be dramatically faster than normal fast charging. It usually requires both the charger and the car’s battery to be built to handle very high power.

Car

Denza B5 flash charge

The Denza B5 is an EV that’s being launched with support for very fast charging. The episode connects it to BYD’s newer battery tech that enables those faster charge times.

Car

Denza B8 flash charge

The Denza B8 is another EV in this episode that’s designed for very fast charging. It’s part of the broader push to bring BYD’s fast-charging battery tech to more cars.

Car

BYD Ato3

The BYD Ato3 is a new EV that’s positioned as bigger than the BYD Yuan Plus. The episode’s main takeaway is that it’s launching with support for flash charging.

Term

10 to 70 in five minutes

This means the battery can go from about 10% full to about 70% full in roughly five minutes. Whether it’s achievable in practice depends on the charger and the car’s battery design.

Car

Song Ultra EV

The BYD Song Ultra EV is an electric SUV. The point of the trip they describe is to prove it can go long distances and still charge quickly using BYD’s charging network.

Car

BMW G30

The BMW 5 Series is a luxury car that’s designed for everyday driving, not just short trips. The podcast mentions a specific route and travel plan, which suggests it’s being used for longer-distance testing or demonstration. The point is to show how it handles real travel conditions.

Term

intelligent damping body control system

An intelligent damping body control system uses sensors and control logic to adjust how the car’s suspension damps movement. The goal is to reduce body motion over bumps and improve ride stability, especially during charging/long-distance use or dynamic driving.

Term

external power supply capability

This means the car can power things outside the vehicle, like appliances or camping equipment. Think of it as using the EV’s battery like a portable power source.

Term

intelligent anti-motion sickness

This feature is meant to help passengers feel less nauseous. It works by reducing the car’s uncomfortable motions during driving.

Term

CLTC range

CLTC range is a standardized way China measures how far an EV can go on a full charge. Different countries use different test methods, so the number may not match other range ratings.

Car

Envo L80

The Envo L80 is an electric SUV. In this segment, they’re saying Envo is offering a big five-seat version that’s related to the larger three-row L90.

Term

85 kilowatt hour battery pack

A kilowatt-hour (kWh) is how much energy is stored in the battery. A bigger number like 85 kWh usually means the car can go farther before needing a recharge.

Concept

battery subscription model

This is a way to pay for the battery over time instead of buying it all at once. It can make the car cheaper upfront, but you keep paying monthly for the battery.

Term

900 volt architecture

“900 volt” describes the EV’s electrical system voltage. Higher voltage can help the car charge faster, because it can deliver more power efficiently.

Car

Chevrolet Volt

The Chevrolet Volt is a car you can plug in to charge, and it can also use gasoline when the battery runs low. It’s designed to give you electric driving for daily trips while still having backup power. The podcast is bringing it up because it’s a well-known example of a plug-in hybrid.

Term

plug-in hybrid

A plug-in hybrid is part electric and part gas. You can charge it from a plug, and it can drive on electricity for a while, but it also has a gas engine for longer trips.

Term

crab walk

Crab walk is when the car can move sideways, like a crab, by steering the wheels in a coordinated way. It helps when you’re parking or maneuvering in tight spaces.

Term

compass turns

Compass turns is a maneuvering feature that helps the car turn in a very tight area. It’s designed to make low-speed turning easier without needing a lot of room.

Car

Le Auto L9

The Le Auto L9 is a big, premium electric SUV. The hosts highlight its luxury features inside and its EV tech for charging and control, including a high-voltage system and advanced electronics for driving and braking.

Car

Nio ES8

The Nio ES8 is a large electric SUV made by Nio. It’s meant for people who want a premium EV with lots of space. The podcast mentions it because it’s been performing strongly compared with other big electric SUVs.

Car

M9 Ito M9

The M9 is a large, premium electric SUV. The podcast brings it up because it’s being compared with other big electric SUVs that offer similar space and features. It’s part of a group of models competing for the same kind of buyer.

Car

NEO ES8

NEO ES8 is a large premium electric SUV that the hosts mention as a strong seller in its class. They use it as a benchmark for how Le Auto L9 will compete in the same “full-sized premium SUV” space.

Car

Lucid Gravity

The Lucid Gravity is an all-electric SUV made by Lucid. It’s built to carry more people, including a third row of seats, so it’s aimed at families or anyone who needs extra space. The podcast is mentioning it because it’s part of Lucid’s move into larger EVs.

Term

gravity seats

“Gravity seats” is a seat comfort feature name. The idea is to make the seats feel more supportive and relaxing, and the hosts call it out as a standout cabin tech on the L9.

Term

LiDAR coverage

LiDAR is a sensing system that uses lasers to “see” the world around the car in 3D. “360-degree coverage” means it’s designed to monitor all around the vehicle.

Term

CLTC electric range

CLTC electric range is a testing standard used in China to estimate how far an EV can go on one charge. It’s the number the hosts use to describe the vehicle’s claimed range.

Term

5C ultra-fast charging

“5C” is a charging-rate shorthand: 1C would mean charging at a rate that could theoretically fill the battery in one hour, so 5C implies a very aggressive charge rate. The hosts use it to describe the Le Auto L9’s ultra-fast charging capability.

Term

fully independent active suspension system

This is an advanced suspension setup where each wheel can be controlled independently, and the car actively adjusts it. The goal is better ride comfort and better handling without relying as much on a conventional anti-roll bar.

Term

800 volts

“800 volts” means the car uses a high-voltage battery/electrical system. Higher voltage can help the car charge faster because it can move more charging power efficiently.

Term

anti-roll bar

An anti-roll bar is a part that helps keep the car from leaning too much when you turn. The hosts say the L9’s suspension design can reduce or eliminate the need for that part.

Term

electronic mechanical brake system

This is a braking system where the car uses electronics to control the brakes at the wheels. The hosts highlight that it doesn’t use the usual hydraulic brake fluid pipes.

Car

Luxead V9

The Luxead V9 is a big family-style van with room for seven people. It’s not just a battery EV—it also has a small gas engine (a 1.5-liter range extender) that helps keep it going when the battery runs low.

Term

MPV

MPV means a family van—usually bigger and built to carry more people. Here it’s a seven-seat, three-row vehicle.

Company

Huawei

Huawei is described here as a technology partner behind Luxead and as a supplier of key vehicle systems. The segment credits Huawei with the Harmony Intelligent Mobility Alliance (HEMA) and with providing the Huawei Turing Platform chassis and autonomous-driving sensor/compute stack.

Company

General Motors

General Motors is mentioned as one of the big automakers competing in this market. The episode is setting up the competitive landscape before talking about the new Luxead V9.

Term

range extender

A range extender is a backup power source. When the battery gets low, a small engine helps generate electricity so the car can keep driving.

Term

wheelbase

Wheelbase is the length of the car’s “base,” measured from the front wheels to the rear wheels. A longer wheelbase often means more room inside and a steadier feel on the road.

Term

kilowatt hours

Kilowatt-hours (kWh) tell you how big the battery is. A bigger kWh number usually means the car can drive farther on electricity alone.

Company

CATL

CATL is a company that makes EV batteries. The host says the Luxead V9 uses CATL battery packs with different sizes.

Term

rear wheel steering

Rear wheel steering means the back wheels can also turn. That can make the vehicle easier to steer in tight spaces and more stable at speed.

Company

FAW Audi

FAW Audi is Audi’s China partnership with FAW. The host says Audi is reorganizing it so one side handles the traditional Audi brand and covers both gas cars and electric cars.

Company

SAIC Audi

SAIC Audi is Audi’s China partnership with SAIC. The host says the plan is to reorganize it so it focuses on the Audi brand going forward, rather than the older gas-engine lineup.

Term

Kirin battery

Kirin battery is a battery design/brand from CATL. The host is saying CATL got recognition for producing its newer Kirin battery at large scale.

Term

Sodium Iron battery

A sodium iron battery is an alternative battery chemistry that uses sodium and iron. The host is saying CATL is working on a newer version and making progress toward using it in real products.

Term

battery to body integration

Battery-to-body integration means the battery pack is built to work as part of the car’s structure. That can help save space and weight compared with a battery that’s just bolted in.

Term

solid state battery

A solid-state battery is a next-step battery design that uses a solid material inside instead of a liquid. The host is saying several companies are being recognized for progress toward making this technology work in cars.

Term

4680 cylindrical cells

4680 cylindrical cells are a specific size/type of battery cell. The host is saying EVE Energy’s program includes this cell format along with solid-state development.

Term

Sodium Ion

Sodium-ion batteries are a different kind of battery that uses sodium instead of lithium. The host is pointing out that companies are investing in this direction.

Term

manganese cathode

A manganese cathode is the battery’s positive electrode material. The host is saying companies are investing in different electrode materials to improve batteries.

Term

silicon carbide

Silicon carbide is a special material used in electronics. In EVs, it can help the car’s power electronics work more efficiently and handle heat better.

Term

carbon anodes

Carbon anodes are the battery’s negative electrode made from carbon-based materials. The host is listing them as part of the materials companies are investing in for better batteries.

LIVE

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Capital One's tech team isn't just talking about multi-agentic AI. They are already deployed one.

It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered

reasoning with live API checks. It doesn't just help buyers find a car they love.

It helps schedule a test drive. Get pre-approved for financing. And estimate trading value.

Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One.

Capital One's tech team isn't just talking about multi-agentic AI. They are already deployed

one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection

and layered reasoning with live API checks. It doesn't just help buyers find a car they love.

It helps schedule a test drive. Get pre-approved for financing. And estimate trading value.

Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One.

Welcome back to EV News, China. Today, BYD's battery bottleneck, Envoe's L80 launches,

and Denzen hits 500,000. Plus they tune later in the show. I'll tell you why China's

battery awards have good reason to be patting themselves on the back.

Welcome back to EV News, China. First one of the week, this is the spin-off podcast all about

the world's biggest EV market every day. I try and bring you all the latest headlines,

insights, and analysis from the heart of China's booming EV industry.

And I try and decode what's happening in the east and what it means for the rest of us.

Let's get into it. BYD says battery supply now limits the sales of its new model ramp-up in

Dynasty Ocean and Denzer and Yang Wang Brand's chairman and president, Wang Xuanfu,

made the point at the 2026 Yang Wang Business Research Institute Conference on May 15.

He said monthly sales will rise as battery production comes online.

The squeeze centers on their second-gen blade battery. This is the whole 1.5 megawatt fast

charging capability. Okay, not for all cars with smaller batteries, but still, strong demand

for those packs has fed a growing list of flash charging capable EVs. And BYD have wasted no time

in getting them out the door. Recent additions include the Denzer B5 flash charge, the Denzer

B8 flash charge, the new Ato3, which is quite a good vehicle, actually a bit bigger than the old

Yuan Plus, as it's also known. That launches on the 21st of May, again with flash charging,

and a lot of improvements. Market estimates in China suggest unfulfilled orders for BYD flash

charging models using the second-gen blade battery, and now over 140,000 units. Those estimates

include the Fengcheng Bao T7 or Tai 7. Not quite sure how I meant to say that. And the Denzer

Z9 GT, BYD, not confirming the figure. The Fengcheng Bao Tai 7, if I say it that way, I think is

destined for Europe this year or maybe next year. That is the big, looks like a Land Rover

discovery, but probably not as capable as a Land Rover. It's not like the Bao 8, for instance. But

the Tai 7, happily on the road, happy doing a bit of soft-roading, but a side-opening rear boot

door, that kind of thing, but still not a proper crazy mountain climber. All these kind of vehicles

getting that latest generation technology. And if that vehicle does indeed come to the UK and to

mainland Europe, firstly, it should be branded a BYD. Not Fengcheng Bao. Which would be fine,

obviously, but I think a lot of English speakers have yet to wrap their tongue around some of

the Chinese names, and so I'd brand it as a BYD. But still, if it does, that would come with, again,

flash charging technology like the Denzers. The company has scale, obviously, but just not enough

of it. BYD shipped 21 gigawatt hours of batteries last month in April, year to date, 81.2 gigawatt

hours of batteries in China. Domestic battery installations are about 10.5 gigawatt hours.

That's about 17% of the domestic market. China's totally the battery market was 62 gigawatt hours,

and that's up 15%. The battery shortage or the bottleneck at BYD matters because they've

tired much of their current product push to flash charging. It launched the second generation

blade battery and flash charging system on March the 5th. That's the 10 to 70 in five minutes,

and 97% charge in nine minutes. Moving on, BYD have launched a or has launched a cross country

trip. It's 4,244 kilometers. Definitely need a loop break in that time. They're going to go

cross China, and they're going to do it in the Song Ultra EV. The convoy left in eastern China,

and it's going to head to the Kazakhstan border. It will follow the G30 Lianhuo Expressway in six

provinces. The route mixes highways, desert sections, Gobi terrain and rural roads. BYD said

they're doing the journey of well over 4,000 kilometers to fully test the Song Ultra EV's

long range ability and its flash charging network as well. The company said the full G30 corridor

used for the drive has already complete flash charging coverage. BYD's domestic flash charging

network is now almost 6,000 stations in 312 cities, with 55 new flash charging stations added last

week alone. BYD flash charging app has more than a million users too. The regional director of their

dynasty network Wang Jebin said the Song Ultra can do a five minute good charge and a nine minute

full charge. He liked that. That's so simple for a simpleton like me to remember. Five minute

good charge, nine minute full charge. 97%, but still very happy with that. So the drive will

check more than simply charging. BYD said it will assess charging stability in high temperatures,

network coverage, range performance and vehicle dynamics. It also used the event to point to the

Song Ultra's Dysus C or Dysus C, intelligent damping body control system, intelligent anti-motion

sickness and external power supply capability. Song Ultra EV is a large five seat electric SUV.

It launched in China in March at 150,000 yuan. That's about 16,400 pounds or $22,000 with 710

kilometers of CLTC range. Let's move on. NEO's mass market sub-brand Envo, which used to be kind

of the younger, more funky brand on. I think they're trying to reposition Envo as just being

different to the NEO brand. Cheaper, obviously a lot cheaper than the NEO brand, but not just for

kind of young people anymore. Maybe it's for folks whose kids have grown up and left home

and they want a younger lifestyle as it were. So they've launched the L80. The L80 is a massive

five seater. The L80 is the L90. So what they've done with the L90, which is a three row six or

seven seater, is release the L90 as a pure five seater, the L80. Otherwise, it's the same car.

The L80 extends their rapid run of back to back product launches. The three row refreshed L90 was

only out in April. There was the updated L60, the five seat SUV, and the L80 L19 L60 will have a similar

trim strategy. So the L80 starts with an 85 kilowatt hour battery pack at 243,000 yuan.

That's 27,000 pounds or 33 and a half thousand dollars US. You can of course do the battery

subscription model under NEO, which brings the price down to about 21 and a half thousand dollars

if you pay monthly for the battery on a massive five seater. And why they're doing it is really

interesting. So trying to read between the lines here in China is big vehicles until now have

traditionally extended into that third row. But they've said, hey, what about if we don't put the

third row in? What about if there's a segment of car buyer who wants the big SUV form factor,

but wants loads of storage in the back? Well, that's what this one does. And honestly, the boot

is utterly cavernous. And if you fold down the rear seats, the three seat bench, you basically

got a van. This thing is huge. Interesting segment. We'll see how it does. 900 volt architecture,

1200 liters of boot space, and almost 3000 liters with the seats folded down. I think

the front, the 240 liter front as well as one of these ones where it's got a really low lip.

So when the whole bonnet lifts up at the front, you can just sit inside it and basically it covers

you like a rain cover kind of thing. Amazing. Really interesting. We'll see if that sells.

All right, let's talk about Denza, their premium brand at BYD, reaching 500,000 vehicles now,

landing on its 16th anniversary and the fourth anniversary of BYD taking complete control.

The 500,000th vehicle was a Denza N9 flash charging large luxury SUV, which they launched

today costing £50,000 or $62,000 US dollars equivalent, ultra premium in China at that price

point. Obviously flash charging edition and in plug-in hybrid form with its 75 kilowatt hour

battery, it'll do 420 kilometers of pure electric range. And this is a high-voltage

plug-in hybrid vehicle. And so they fit God's i5, that's BYD's advanced drive resistance system,

getting its E3 vehicle dynamics technology as well. So you can do intelligent crab walk,

you can do what they call compass turns. Denza back in the day was 50-50 between BYD

and Mercedes-Benz, then BYD took control and it's doing some very interesting things. Now

Leap Motor is next in the news. They plan a second brand aimed at the premium market,

trying to lift profits. Models for the new brand could debut as early as the end of this year.

Leap Motor targets official sales launches next year. The new mark will focus on vehicles above

£33,000 or $41,000 US dollars. That puts it above Leap Motor's current lineup. Leap Motor will build

a fully independent sales and distribution network for the brand. Let's get the network

separate from existing retail infrastructure. Le Auto is next. They've launched the L9 in China,

starting at $63,000, up to $70,000. The L9 is a flagship SUV coming in two trims,

Ultra and Livest. This thing is a huge SUV, looks very, very attractive. The L9 is a full-sized

premium SUV, up against the Ito M9, the NEO ES8, which has been doing really well,

by the way. Ito M9 has led sales in its class for 21 consecutive months. NEO ES8 is also

selling really well though. Inside the L9 from Le Auto, they've got 40 gravity seats.

Not that the third row looks bad, but it's certainly the first two rows are incredible.

29-inch 6K ultra-wide screen, surround sound system, what they call a next-generation smart

fridge. Okay, rear entertainment screen as well on a motorized rail that will respond to gesture

commands. Obviously, all of the navigation, highway, urban, city streets included memory

parking, remote parking, straight line, summon 360-degree LiDAR coverage too. Le Auto has also

been working on their range extender. The battery pack, 72.7 kilowatt-hours, 5C ultra-fast charging,

so a CLTC electric range of 261 miles, 420 kilometers on the China cycle. Of course,

800 volts, fully independent active suspension system too, with four-wheel independent control,

so that removes the need for an anti-roll bar, using an electronic mechanical brake system,

no hydraulic pipes, no brake fluid, and the motor's drive, the wheel's actuators directly.

So, let's talk about, oh, let's take a break, actually. We'll come back to Audi and Luxe,

and their new award ceremony as well. Back in a moment.

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Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One.

All right, welcome back to the podcast. Let's talk about another luxury vehicle. Luxead, in fact.

That's a joint venture between Huawei and Cherry. They've launched the V9. That's an MPV. The first

MPV under Huawei's Harmony Intelligent Mobility Alliance, or HEMA, targeting China's luxury

vehicle segment. BYD and General Motors do pretty good business in this segment right now.

The V9 from Luxead is a three-row, seven-seat range extender. Prices start at £43,000 or

$54,000 for the max trim and go upwards from there. It's almost 5.4 meters long. It's over

two meters wide. Height almost 1.9 meters and a 3.25-meter wheelbase. It's got a 1.5-liter range

extender, which is very common because that's kind of the engine size you need to keep the

vehicle moving when the battery's empty. CATL batteries of either 37 or 53.4 kilowatt hours,

so pure electric range up to 223 kilometers. Not much you can do with an MPV shape, and yes,

this is absolutely an MPV shape, but this is one where they've got loads of chrome. So loads of

chrome trim around the windows, loads of chrome trim around the front, and meant to look very

premium. Now, Huawei, or Huawei, supplies more than the motor. They use the Huawei Turing Platform

chassis. Rear wheel steering is standard. Autonomous driving, of course, 38 sensors,

896-channel LiDAR, and the Huawei executive director, Richard Hughes, said the system exceeds

human driving capabilities. Inside, Luxead leans into comfort. A second-row, zero gravity seat,

which rotates 180 degrees will keep you comfortable. There's even a built-in oxygen

concentrator and a high-powered refrigerator. They say that the fridge will hold its cooling

temperature for over 12 hours after the vehicle is switched off, even if ambient temperature

is 30 degrees outside. Just the level of luxury in high-end Chinese people carriers, and even

bring some of them to Western markets and see how they how they sell. Again, this,

not sure I like my kids that much, would be a very nice place to travel in the second row.

Let's talk Audi, planning a major restructuring of its two Chinese joint ventures with separate

rolls for FAW Audi and SAIC Audi. The move aims to end nine years of internal friction over brand

positioning and sales channels. The new structure draws a clean line between the old Audi business

and the new one. FAW is headquartered in Changchun, taking responsibility for the traditional four

rings, and so that's both combustion and EVs. But SAIC Audi, based in Shanghai, will do nothing

with gas guzzlers. It's clearing the existing engine range to focus only on the all-caps AUDI

brand. And finally, China's first Golden Lithium Award ceremony put the battery supply chain on

stage from cell makers to recyclers. So who are the winners? Well, all of the Chinese battery makers,

funnily enough, CATL won recognition for mass production of their third generation Kirin battery.

Progress on its second generation Sodium Iron battery and its battery to body integration

technology. BYD's battery arm FinDreams got a technical breakthrough award for their second

gen blade battery and mass production of it. And also what the organizers called the Hohan

solid state battery breakthroughs that they've been making. EVE Energy received recognition

for its all solid state battery program, for its 4680 cylindrical cells as well, and Goshen

was cited for its solid state battery projects. Thailand New Energy was listed for its automotive

semi-solid state battery, and the wider materials list points to the same race, the awards highlighting

investment in things like Sodium Ion, manganese cathode, silicon carbide, carbon anodes, and of

course the emerging solid state battery technology. And that is your podcast for today. Thanks for

the $10 God of Habit Meal Deal. Swing by for half a Santa Barbara char, a five piece

chicken bites, your choice of a select side, and a drink, all for a fresh price. The $10

God of Habit Meal Deal. Habit, fresh like that, limited time only, price and participation

varies, tax extra terms at Habitburger.com. Capital One's tech team isn't just talking

about multi-agentic AI, they are already deployed one. It's called Chat Concierge,

and it's simplifying car shopping. Using self-reflection and layered reasoning with

live API checks, it doesn't just help buyers find a car they love, it helps schedule a test drive,

get pre-approved for financing, and estimate trading value. Advanced, intuitive, and deployed,

that's how they stack. That's technology at Capital One.

The $10 God of Habit Meal Deal. Swing by for half a Santa Barbara char,

a five piece chicken bites, your choice of a select side, and a drink, all for a fresh price.

The $10 God of Habit Meal Deal. Habit, fresh like that, limited time only, price and participation

varies, tax extra terms at Habitburger.com. Capital One's tech team isn't just talking

about multi-agentic AI, they are already deployed one. It's called Chat Concierge,

and it's simplifying car shopping. Using self-reflection and layered reasoning with live

API checks, it doesn't just help buyers find a car they love, it helps schedule a test drive,

get pre-approved for financing, and estimate trading value. Advanced, intuitive, and deployed,

that's how they stack. That's technology at Capital One.

0:00

16:11

CHINA: BYD Battery Bottleneck, Onvo L80 Launches and Denza Hits 500,000| 18 May 2026

BYD Ato3

Envo L80

compass turns

Le Auto L9

NEO ES8

Luxead V9

manganese cathode

carbon anodes

About this episode

Original notes