ev.news China: VW Launches ID.ERA 8X, China Dominates EV Batteries and NIO ES9 Sales Rebound | 14 Oct 2026

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VOLKSWAGEN LAUNCHES ID.ERA 8X FROM 206,800 YUANSAIC Volkswagen has launched the five-seat ID.ERA 8X extended-range SUV in China from 206,800 yuan ($30,900), offering up to 451 km of CLTC electric range, 1,602 km combined range, 800-volt architecture and 10–80% charging in 16 minutes. With CATL batteries, LiDAR and Chinese assisted-driving software, Volkswagen is adopting the technology and pricing strategies of domestic competitors in an attempt to recover lost market share.VOLKSWAGEN CHINA DELIVERIES FALL 38.5% IN THIRD QUARTERVolkswagen Group's Chinese deliveries plunged 38.5% to 405,800 vehicles in the third quarter, contributing to a 14.3% decline in global deliveries to 1.885 million. Although electrified vehicle deliveries in China increased approximately 30%, they could not offset collapsing combustion-engine sales, intensifying pressure on Volkswagen to introduce competitively priced, locally developed electric models.CHINA SUPPLIES OVER 75% OF BATTERIES SOLD WORLDWIDEChina now produces more than 75% of batteries sold worldwide, having established its dominance through sustained subsidies, protected domestic demand and manufacturing expertise that competitors cannot easily replicate. India illustrates the challenge, importing almost 84% of its lithium-ion batteries from China while operating just 1.4 GWh of its targeted 50 GWh domestic manufacturing capacity, highlighting the difficulty of building an independent battery industry without Chinese expertise.NIO ES9 SALES REBOUND TO 7,706 IN SEPTEMBERNio's flagship ES9 SUV recorded 7,706 Chinese retail sales in September, up 19% from August, with the ES9 and cheaper ES8 together accounting for 85.8% of Nio-brand sales and both reportedly generating vehicle margins above 20%. However, shortening delivery waiting times and sales slightly below the approximately 7,900 monthly average needed to meet Deutsche Bank's 56,000-unit annual forecast leave questions about the strength of underlying demand.SMART UNVEILS £17,900 TWO-SEAT ELECTRIC #2Smart has unveiled its